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About Sophie
As Wealth Management Administrative Specialist, Sophie handles a range of administrative responsibilities to support clients and team members. She has been with the wealth management team for more than 10 years, after joining Enterprise Bank in 2002 and initially serving in a role supporting loan documentation.
Sophie received an associate degree in business administration from Middlesex Community College and is working toward attaining a bachelor degree from University of Massachusetts Lowell. Sophie and her family live in Lowell. Sophie enjoys international and domestic travel, camping, and spending time with family and friends.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
For your privacy and confidentiality, please do not include any personal information such as account numbers or social security numbers.