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.

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