Patrick Puel

Founder

Paris, France32 yrs 5 mos experience
Highly Stable

Key Highlights

  • Founder of Caelexam Consulting with extensive industry experience.
  • Led strategic initiatives in asset management and cloud computing.
  • Proven track record in client relationship management and business development.
Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on asset management and cloud solutions.

Contact

Skills

Core Skills

Business DevelopmentManagementCloud ComputingAsset ManagementData ManagementEsgClient SatisfactionNegotiationStrategy DevelopmentStakeholder ManagementClient Relationship ManagementProject ManagementBusiness AnalysisMarket AnalysisBusiness Strategy

Other Skills

Financial MarketsProduct DevelopmentTraitement des donnéesSatisfaction clientLogiciel en tant que Service (SaaS)FrançaisÉtablir des relationsNégociationComptes clésAnglais des affairesCompétences analytiquesMarketing produitMarket studyCompetitive intelligenceService clientèle

Experience

32 yrs 5 mos
Total Experience
8 yrs 3 mos
Average Tenure
7 yrs 2 mos
Current Experience

Caelexam consulting

President & Founder

Jun 2025Present · 11 mos · Ville de Paris, Île-de-France, France

Business AnalysisBusiness DevelopmentFinancial MarketsManagementProduct Development

Candriam

Head of IT Data & Analytics - Interim Manager

Jun 2025Present · 11 mos · Ville de Paris, Île-de-France, France

  • Team management (IT & BA) in DevOps & Cloud computing environnement
  • Product roadmap in strong cooperation with other IT and Business teams (asset manager, risk officer, ESG, middle and front office)
  • Data management including ESG index calculation and data analytics
  • Connectivity & Data management with BlackRock Aladdin IBOR (ADC, XML files, ...)
  • Microsoft Azure Data Fabric, Datalake gen2, Synapse, DevOps & Cloud computing
Asset ManagementCloud ComputingESGBusiness AnalysisTraitement des données

Slib

5 roles

Relationship & Sales Manager Votaccess

Mar 2022Mar 2025 · 3 yrs

  • Votaccess is the French platform which brings together custodian accout keepers and issuers or their agents to provide a smart solution for Proxys and a fully embeded solution in retail custodians's portals ( SRD2 compliant)
  • My role is to lead the steering committee of the consortium of French banks and international proxy voting partners (Broadridge, Proxymity, Euroclear) to elaborate the strategy and take important decisions regarding the evolution of the platform. This role includes negotiating financing for all investments.
Satisfaction clientLogiciel en tant que Service (SaaS)FrançaisÉtablir des relationsNégociationComptes clés+2

Relationship & Sales Manager Registraccess

Mar 2022Dec 2023 · 1 yr 9 mos

  • Registraccess is a platform which connects large custodian accout keepers with Shareholders Register Keeping to digitalize the custody and settlement of non-listed companies or funds using blockchain infrastructure.
Satisfaction clientFrançaisÉtablir des relationsNégociationComptes clésClient Satisfaction+1

Sales Manager

Promoted

Jan 2014Mar 2025 · 11 yrs 2 mos

  • SLIB is a Software provider (SAAS) for capital market (Order & Trade Management, Portfolio Management, Post-Trade (Clearing, Settlement, Custody), Risk Management, SRD2 Proxy-voting infrastructure).
  • My role is to create, develop and maintain profitable multi-products relationships with clients and prospects
  • As a Key Account Manager, i'm responsible to support clients (C-Level) to grow or secure their business using SLIB's solutions
  • As a Sales, i'm in charge of prospecting, negotiation & contracting process
Satisfaction clientLogiciel en tant que Service (SaaS)Anglais des affairesÉtablir des relationsBusiness DevelopmentNégociation+3

Business Consultant

Jan 2006Dec 2013 · 7 yrs 11 mos

  • Business consulting
  • Sales support(to build a proposition of value), Market study & Competitive intelligence
  • Relationship manager with MTF, Exchange, Market Data providers (Euronext, Equiduct, ICE, ...)
  • Product Management
  • Product management sell-side (Order Management, Market data, Post-Trade, Custody)
  • Product management buy-side (Portfolio & Order Management)
  • Product marketing (Market study, Competitive intelligence, Sales kit)
  • Project Management
  • MIFID 1 & 2, Euronext UTP or OPTIQ, Equiduct Onboarding, T2S, CSDR, ...
  • Externalisation of a Portfolio Management System
Satisfaction clientCompétences analytiquesAnglais des affairesBusiness AnalysisFrançaisProject Management+1

e.market Director

Jan 2003Dec 2005 · 2 yrs 11 mos

  • e.market business unit delivers realtime Clearing, Risk and Electronic trading solution for brokers, clearers and large securities services providers
  • Member of SLIB Executive Committee
  • R&D team management including nearshore outsourcing
  • Sales support & client delivery
Satisfaction clientAnglais des affairesFrançais

Association france-estonie

Member of the Board

Mar 2019Present · 7 yrs 2 mos · Région de Paris, France

  • The aim of the France-Estonia Association is to contribute to the discovery of Estonia and its culture in France and to promote exchanges between the two countries in all fields.

E.market

Product owner & Head of Delivery

Jan 1999Mar 2003 · 4 yrs 2 mos · Paris Area, France

  • e.market delivers realtime Risk and Electronic trading solution for brokers
  • Design & Build a Market Data solutions for trading front end (Lead a R&D team)
  • Customer relationship team Manager
  • Pre-sales support
  • Customer projects management
Compétences analytiquesFrançaisService clientèle

Bcc informatique

Software Development Project Manager

Sep 1993Dec 1998 · 5 yrs 3 mos · Paris

  • BCC is a software Financial information integrator which delivers front end solutions to process and enrich financial information from various providers dedicated to trading room.
  • Market Data Processing & Display
  • Market data aggregation (Reuters RSF+, Knight rider, Telerate, AFP, …)
  • Design of a Multi-asset and multi-source Front End
  • Order Management Front End
  • Design of a Future, Option and Strategy OMS to process and reconcile orders between a trading room desk, the floor and a middle officer (using SAND 2)
Compétences analytiquesAnglais des affairesService clientèle

Education

ESCP Business School

Innovation@ESCP Business School certification

Jun 2021Nov 2021

HEC Paris

Formation de la stratégie à l'expérience client — Marketing

Jan 2018Jan 2018

HEC Paris

Formation négociation & argumentation — Commerce international / commerce

Jan 2016Jan 2016

Sup Galilée

Bac +5 — Telecommunications & networks

Jan 1993Present

Préparation Militaire - BA 107 Bretigny

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