David Cologon
Conseiller en gestion de patrimoine at AS Finance Conseil | Paris, Île-de-France, France
David Cologon’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Conseiller en gestion de patrimoine at AS Finance Conseil in June 2021 - Present
Conseiller en gestion de patrimoine at Banque Palatine in November 2017 - May 2021
Conseiller Professionnels at HSBC in July 2011 - October 2017
Conseiller en Patrimoine Financier at BNP Paribas in October 2007 - June 2011
ISC Paris, BAC + 5 MBA spécialisé, August 2026
Sup de Pub, BAC + 4 Master 1, August 2026
BTS NDRC AU LYCEE LE VERGER (négociation et digitalisation de la RC), Brevet de technicien supérieur (BTS), August 2026
Conseiller en Gestion de Patrimoine AS Finance Conseil
Conseiller en gestion de patrimoine at AS FINANCE CONSEIL
(2019 – Present)
Conseil en Gestion de Patrimoine chez AS Finance Conseil | Gestion de portefeuille, Finance d'entreprise
Conseil en Gestion de Patrimoine at AS Finance Conseil
(Jan 2022 – Present)
Conseil en gestion de patrimoine
Conseiller en gestion de patrimoine at AS Finance Conseil
(Apr 2021 – Present)
Wealth Management Advisor | Tax Optimization • Estate Planning • Retirement • Private Equity • Wealth Transfer | International Clients | Bilingual FR / EN
Key Responsibilities & Achievements
I support executives, professionals, and high-net-worth clients in structuring, protecting, and optimizing their wealth.
My work spans:
- Conducting comprehensive wealth audits to provide a full overview of assets, liabilities, and opportun...
Conseiller en gestion de patrimoine
Conseiller en gestion de patrimoine at AS Finance Conseil
(May 2025 – Present)
Conseiller en Gestion de Patrimoine chez AS Finance Conseil
o Développement clientèle & entretien clients
o Suivi des formations internes : Fiscalité, SCPI, FIP/FCPI,
o Elaboration de bilans patrimoniaux (logiciel Big Expert)
o Elaboration de dossiers de crédit infine et amortissables
What is David Cologon email address?
Email David Cologon at [email protected] and [email protected]. This email is the most updated David Cologon's email found in 2026.
How to contact David Cologon?
To contact David Cologon send an email to [email protected] or [email protected]. (updated on July 2026)
What industry does David Cologon work in?
David Cologon works in the Financial Services industry.
