Clara Bertrand
Client Relations Manager @USAFrance Financials
- Role
- Client Relationship Manager at USAFrance Financials Group
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Clara Bertrand
Hello, this is Clara I grew up in Lyon, and my academic journey was marked by competitive tennis.At the same time, I have always dreamed of working abroad. After completing my bachelor\'s degree, I initially moved to London before heading to the United States to pursue my Dual degree in International Business and Finance. Upon entering the financial world, I found the same energy that I experienced in high-level sports 🥇.Afterwards, my attention turned to USAFrance Financials, which supports French individuals in the United States. I was quickly captivated by the model that combines my attachment to both France and the U.S, leading me to specialize in wealth and portfolio services. I joined the team in 2023 to assist over clients in optimizing their wealth strategy.Apart from my professional pursuits? I am passionate about racket sports – badminton, paddle, and, of course, tennis! I also have a keen interest in travel and personal development. Want to get in touch, email me on:
Experience
Client Relationship Manager
Jan 2023 — Present · Miami, FL, US
Managing French Expatriates (Assets, Retirement Plan, Real Estate) between France and the US• Interface with one of the partner\'s communication (Management of internal and external communication) • Supervising the sales team performance • Assisting in the preparation of client meetings (Recommendation meetings) • Assisting in the development and the achievement of on-going projectsUSAFrance Financials is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Hult International Business School
Master in International Business, Business
Hult International Business School
Master's degree, Finance, General
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