Carmen C.

Carmen C. is an experienced financial services professional with a comprehensive background in client management and advisory roles across multiple institutions. Currently serving as a Senior Customer Service representative at Pacific National Bank since May 2023, Carmen previously held the position of Credit Solutions Advisor at Bank of America and has significant experience as an Assistant Vice President at Bank of America Merrill Lynch. With roles spanning from Vice President at StateTrust Investments to Client Services Manager at Scotiabank, Carmen has developed strong expertise in personalized banking, investment strategies, and financial planning for high-net-worth clients. Carmen's educational qualifications include a postgraduate degree in Finance, multiple diplomas in finance management, and essential licenses from FINRA and the Florida Department of Financial Services.