Client Service Specialist
(626) 792-2228 firstname.lastname@example.org
Carmina joined Clifford Swan Investment Counselors in 2016. As a client service specialist, Carmina provides administrative support to clients’ investment counselors and works closely with clients in support of their goals.
Carmina started her career in the financial services industry at Lombardia Capital Partners in Pasadena.
“It is a pleasure being part of a team that is committed to helping clients accomplish their financial objectives.”
Mount Saint Mary’s University, Bachelor of Science, Business Administration, 2019