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Stéphanie Boulay is an experienced professional in wealth management and client services, currently serving as Gérante at 1001 Patrimoines since May 2018, where responsibilities include conducting asset audits and providing investment advice. In addition, Stéphanie manages customer service operations at CEGEMA, overseeing a team of 60 individuals across various insurance sectors, and has contributed to operational strategy through the implementation of performance indicators. Prior experience includes management roles at Swiss Life, CIC, and Crédit Mutuel, along with a strong educational foundation in finance and wealth management from institutions such as Université Clermont Auvergne and ESCEM Poitiers.