CEO and Founder of InvestGlass
InvestGlass is dedicated to sales automation for wealth advisors and funds’ sales. It''s an all-in-one CRM, CMS, artificial intelligence and financial information platform.
VP and Co Founder of Swissfinte.CH national association gathering 2000 fintech members in Switzerland
Board Member Swiss Chinese Association
Ex Head Equity Sales Union Bancaire Privée and Bank of China
Behavioural Finance Research Master IAE Sorbonne HEC, Maitrise Finance Paris IX Dauphine
Speaks French, English and Mandarin