Karen joined Cape Cod 5’s Wealth Management Team in 2009, bringing with her over ten years of wealth advisory experience from another leading financial institution as a regional tax and financial planning services manager. Previously, Karen was employed in the public accounting industry as a certified public accountant (CPA) for over thirteen years, providing accounting and tax services to individuals and businesses.
Upon receipt of a Bachelor of Science Degree in Accountancy at Bentley College, Karen completed a three year trust program at the Cannon Financial Institute. She is a Certified Public Accountant (CPA) and a Certified Trust and Fiduciary Advisor (CTFA) with active memberships in the Institute of Certified Bankers and both the American Institute and Massachusetts Society of Certified Public Accountants.
Karen resides in Mashpee, and enjoys landscape gardening and cooking with freshly grown tomatoes and herbs.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|