Anne-Sophie CROUILLERE in

Anne-Sophie CROUILLERE

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Conseiller en gestion de patrimoine at Groupe Euodia 🌱
📍 Marseille, Provence-Alpes-Côte d'Azur, France

Anne-Sophie Crouillère is a Wealth Management Advisor at Groupe Euodia, specializing in financial and real estate investments. A graduate of Grenoble Ecole de Management, she recently earned an expert certification in wealth management (CESB), leveraging her prior experience in client advisory roles at major banking groups.

She has a keen interest in sustainable and impactful investing, believing that modern investments should not come at the expense of society. Her professional journey began in London, which shaped her perspective on the importance of wealth development.

Before finance, she managed a wellness center, where she increased monthly revenue by over 200% and built its e-commerce business.

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Experience
18 Years
Current Role
Conseiller en gestion de patrimoine
Location
Marseille, Provence-Alpes-Côte d'Azur, France
Personality Overview

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Communication Style
Decision Approach
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Priorities

Topics Anne-Sophie cares about

Wealth Management
Her core profession at Groupe Euodia involves advising clients on real estate investments, financial placements, and strategies to protect their families.
Real Estate Investing
She highlights the significant role of real estate in the portfolios of French citizens and specializes in this area for her clients.
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Career

Work history

3-2023
Conseiller en gestion de patrimoine
Groupe Euodia 🌱
1-2017 - 12-2021
Conseiller Clientele Particulier
Crédit Coopératif
7-2014 - 12-2017
Conseiller de Clientèle
Groupe Crédit du Nord
11-2009 - 7-2014
Responsable Gestion Commerciale et Developpement d'un centre de bien -être
Ban Sabai
7-2008 - 10-2010
Chargée de clientèle - PDR 24
Restaurant Associates
In the press

Media appearances

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Education
1-2022 - 12-2022
CESB Expert Gestion de Patrimoine
L'École supérieure de la banque
2003 - 2006
Master en Management
Grenoble Ecole de Management
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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