Karmen Younes, PFP®
Digital Solutions Specialist
Ms. Younes brings over 28 years of experience in financial services and information technology, making her an asset as Towneley’s Digital Solutions Specialist. In her role, Karmen leverages a diverse range of fintech systems to elevate both the client experience and Towneley’s internal business operations. She provides tailored reporting and analysis that directly caters to the needs of both the Towneley team and our clients.
One of Karmen's key roles is assisting clients with seamless access to our client portal. She is dedicated to ensuring that clients can easily navigate and utilize our digital platforms, offering support and troubleshooting for any technical issues they may encounter. This personalized assistance enhances client satisfaction and ensures a smooth digital interaction.
In addition to her client-focused responsibilities, Karmen plays a vital role in preparing comprehensive meeting materials and managing systems-related special projects. Her expertise and attention to detail have been instrumental since she joined the Towneley team in 2019.
Background
Ms. Younes earned her Bachelor’s degree in accounting with a minor in Business Administration at Ain Shams University in Egypt. Additionally, she has a Diploma in Computer Science from the American University in Cairo (AUC) and is a Personal Financial Planner (PFP®) designee.