Karen joined Cape Cod Five’s Wealth Management Team in 2009, bringing with her over ten years of experience with another leading financial institution as a Regional Tax and Financial Planning Advisor. Prior to that in her career, Karen served as a Certified Public Accountant 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 and a Certified Trust and Financial Advisor with active memberships in the Institute of Certified Bankers and both the American Institute and Massachusetts Society of Certified Public Accountants.
Karen currently resides in Mashpee.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|