Carmen joined D.A. Davidson & Co. 2006, after beginning her career at RagenMacKenzie and Wells Fargo, and has since held roles of progressing responsibility.
Her prior roles at D.A. Davidson have included Regional Supervisory Manager, Director of Branch Administration, and Chief Operating Officer forWealth Management. She has played central roles in efficiency initiatives, technology conversions and acquisition integrations.
In her role Carmen serves as the Chief of Staff for Davidson Chairman and CEO, Jim Kerr. Carmen is also a member of the Davidson Companies Senior Management Team and is the Executive Lead for the Robotic Process Automation Center of Excellence.
A Seattle native, Carmen has a degree from the Henry M. Jackson School of International Studies at the University of Washington. She is a Certified Wealth Strategist® professional, completed the SIFMA Securities Industry Institute at Wharton and is a past recipient of the Ian B. Davidson Cultural Excellence Award.