Carrie Znamirowski
Arlington
Summary
Investment Consulting Services Senior Associate at Andersen, supporting the management of approximately $3.45 billion AUM. Scheduled to sit for CFP examination in March 2026. Experienced in financial planning, portfolio management, and tax support. Advanced proficiency in eMoney and Bloomberg Income Tax Planner. Known for strong communication, attention to detail, and ability to support complex client needs while maintaining operational efficiency.
Overview
9
9
years of professional experience
Work History
Senior Associate
Andersen
McLean
07.2025 - Current
- Support comprehensive financial planning and portfolio management for approximately 70 client households representing $3.45 billion in AUM, including family office clients with complex private equity and alternative investment structures.
- Utilize eMoney tools to prepare financial plans, model scenarios, and support client goal optimization.
- Assist with quarterly and annual tax projections, track outstanding tax items, and coordinate with internal and external tax teams to support timely filing.
- Facilitate seamless client onboarding by managing paperwork, account setup, and ongoing operational requests.
- Maintain proactive client communication to address day-to-day needs and ensure a high level of service.
Event Valet & Coat Check
Courtesy Parking Company
Maryland
01.2017 - 07.2023
- Delivered high-quality customer service through clear communication and professionalism.
- Coordinated logistics for large-scale events with 500+ guests, ensuring smooth operations and client satisfaction.
- Demonstrated adaptability and problem-solving skills in fast-paced, high-pressure environments.
Investment Consulting Services Intern
Andersen
McLean
01.2023 - 05.2023
- Assisted with client onboarding, financial planning support, and operational tasks.
- Gained hands-on experience supporting investment advisory teams and client deliverables.
Professional Business Writing Teaching Assistant
University of Maryland
College Park
08.2022 - 12.2022
- Collaborated with faculty and peers to develop lesson plans and course materials.
- Served as a liaison between students and professor to support clear and effective communication.
Waitress
Ropewalk
Ocean City
06.2020 - 09.2022
- Strengthened communication, multitasking, and teamwork skills in a high-volume environment.
- Consistently delivered attentive service by responding to customer needs and concerns.
Intern
Morgan Stanley
Baltimore
05.2019 - 06.2019
- Attended client meetings to gain exposure to the responsibilities of CFP and CFA professionals.
- Developed foundational knowledge in equity research and market analysis.
Education
CFP Certification Professional Education Program -
Kaplan College For Financial Planning
08-2025
Bachelor of Science - Finance & Operations Management & Business Analytics
University of Maryland
College Park, MD05-2023
Skills
- Client Relationship Management
- Financial Planning & Analysis
- Portfolio Management
- Quarterly Tax Projections & Filing Preparation
- EMoney
- Tamarac
- Bloomberg Income Tax Planner
- SurePrep & CCH Axcess
- Microsoft Excel, Word, PowerPoint
Timeline
Senior Associate
Andersen
07.2025 - Current
Investment Consulting Services Intern
Andersen
01.2023 - 05.2023
Professional Business Writing Teaching Assistant
University of Maryland
08.2022 - 12.2022
Waitress
Ropewalk
06.2020 - 09.2022
Intern
Morgan Stanley
05.2019 - 06.2019
Event Valet & Coat Check
Courtesy Parking Company
01.2017 - 07.2023
CFP Certification Professional Education Program -
Kaplan College For Financial Planning
Bachelor of Science - Finance & Operations Management & Business Analytics
University of Maryland