Solenn Martin

Conseillère Independante En Gestion De Patrimoine at Capfinances 35

Solenn Martin is a skilled professional in wealth management, currently serving as a Conseillère independante en gestion de patrimoine at Capfinances 35 since June 2022. Prior experience includes roles as an Assistante gestionnaire de clientèle patrimoniale and Alternante gestionnaire de clientèle patrimoniale at @EXPERT FAMILY, where responsibilities encompassed asset auditing, retirement studies, and personalized client follow-ups. Solenn also has a background in accounting, having worked as an Alternante assistant comptable at BMS EXPERTISE COMPTABLE, and completed an internship focused on accounting and taxation at INITIA - Rennes. With a Master of Business Administration in wealth management from MBway and a strong educational foundation in accounting and finance, Solenn possesses comprehensive expertise to assist clients effectively in their financial and estate planning needs.

Links



Teams

This person is not in any teams