Cfa® Carmen A. Iamandii Cfp®

Carmen A. Iamandii, CFA®, CFP®, has a diverse work experience in the financial industry. Carmen A. started their career at PwC as an Audit Associate, where they ensured compliance with internal control procedures and completed audit work papers. Carmen A. then joined UBS as a Wealth Strategy Associate, specializing in portfolio management for ultra-high net worth clients. Carmen A.'sresponsibilities included creating investment proposals, conducting asset allocation analysis, and performing investment research. Currently, Carmen holds the position of Co-Chief Investment Officer at Corient, where they utilize their expertise to co-manage the investment department. Carmen A. also serves as a Planner, overseeing various aspects of financial planning.

Carmen A. Iamandii, CFA®, CFP®, holds a Master's Degree in Finance, General - Financial Risk Management from The Bucharest University of Economic Studies, Romania, which they completed from 2014 to 2016. In 2013, they were awarded an Erasmus scholarship to study Finance & Investment at the University of Reading. Prior to that, Carmen earned a Bachelor of Applied Science (B.A.Sc.) in Finance, Banking, Insurance, and Stock Exchange from The Bucharest University of Economic Studies, Romania, from 2011 to 2014.

Additionally, Carmen has obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in June 2020. Carmen A. also holds the Certified Financial Planner (CFP) designation, although the specific month and year of attainment are not provided. Carmen has not obtained the FINRA Series 66 or Series 7 certifications.