Yannick Beaujeu has a diverse range of work experience. Yannick currently holds the position of Regional Sales Director at Fisher Investments, starting in September 2021. Before that, they worked at Saxo Bank from March 2015 to September 2021 as a Cross Asset Solutions Salesperson. In this role, they were responsible for prospecting and developing a client portfolio, selling cross-asset investment banking products, and optimizing customer strategies.
Prior to their time at Saxo Bank, Yannick worked at SCEA Beaujeu Daniel et Fils from June 2011 to December 2018 as a Dealer and Co-CEO. Their responsibilities included trading livestock, horses, and commodities, managing customers, and developing corporate communication.
Yannick also worked at First Finance as a Sales Account Manager from March 2014 to August 2014, where they focused on relationship management, prospecting, and sales of financial training for professionals, specifically targeting corporate and investment banks.
Additionally, Yannick has experience working at Banque de France as a Debt Manager in July 2013, Association SaVA as a Treasurer from May 2012 to June 2013, and Credit Agricole as a Client Relationship Manager in July 2012. In their roles at these organizations, they were involved in various responsibilities such as managing financial operations, cold calling, selling insurance, and accounting.
Yannick Beaujeu has a Master's degree in Financial Markets from ESGF, which they obtained from 2013 to 2015. Prior to that, they completed a Bachelor's degree in Applied Mathematics from Université Jean Monnet Saint-Etienne from 2011 to 2013. Yannick also attended Lycée Claude Fauriel from 2010 to 2011 for their Classes Préparatoires aux Grandes Écoles (C.P.G.E) in Mathematics, and Lycée Saint Paul Roanne from 2009 to 2010 for their A-level in Mathematics. Additionally, they have acquired various certifications throughout their career, including being an Adhérent - Organisation professionnelle des experts financiers from CNCEF since 2023 and a Mandataire d'intermédiaire d'assurance (MIA) from Orias - Registre unique des intermédiaires en assurance, banque et finance since 2021.
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