Natalie Vickery, Business Analyst, works closely with the team managing key initiatives related to enhancing the client experience and driving the growth and digitalization of Enterprise Wealth Management. She brings valuable experience from her years as a Project Manager at Thermo Fisher, where she managed technology implementation projects, and from retail banking roles before and after her work in project management.
With accolades from Enterprise Bank’s retail banking team, Natalie joined Enterprise Wealth Management from our branch network. Natalie’s work advising retail banking customers and collaborating with team members confirmed her interest in helping people accomplish their financial objectives and facilitated her smooth transition to wealth management. Natalie is pursuing her designation as a CERTIFIED FINANCIAL PLANNER™, professional. She has a B.S. in Computer Information Systems from Bentley College and a Master Certificate in Project Management from Villanova University. Natalie was raised in Acton and lives in Westford with her husband and daughter. Natalie enjoys her volunteer work with the Westford schools and Westford youth lacrosse.