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Client Manager

Carmen Iamandii

Professional Background

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. She has passed CFA Level III and holds the Series 7 and 66 licenses.

About

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.

Influencer

“If you tell the truth, you don’t have to remember anything.”

– Mark Twain