In her role as a Client Manager at Columbia Pacific Wealth Management, Carmen works closely with advisors and clients and is responsible for day-to-day portfolio management as well as financial planning and analysis. Prior to joining CPWM, Carmen was a Wealth Strategy Associate for UBS Private Wealth Bellevue and worked in audit for PricewaterhouseCoopers in Bucharest. Carmen is a CFA Charterholder and has earned her Certified Financial Planner (CFP®) designation. She also holds the Series 7 and 66 licenses.
Carmen grew up in Romania and has master’s and bachelor’s degree from Bucharest University of Economic Studies. In her free time, she loves traveling; spending time with her husband, their cat, and friends; snowboarding; gardening; and DIY projects.
“If you tell the truth, you don’t have to remember anything.”
– Mark Twain