Rachelle Packard, CFP®, CTFA
Senior Financial Advisor/SVP at Enterprise Bank (Enterprise Bancorp)- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Lowell, Massachusetts, United States, US
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Credentials
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Certified Financial Planner (CFP)
CFP Board -
Certified Trust and Financial Advisors
Institute of Certified Bankers
Experience
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Enterprise Bank (Enterprise Bancorp)
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United States
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Banking
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300 - 400 Employee
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Senior Financial Advisor/SVP
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Sep 2006 - Present
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Investors Bank & Trust
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United States
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Financial Services
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100 - 200 Employee
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Institutional Custody Ops Rep
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2003 - 2006
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Eastern Bank
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United States
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Banking
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700 & Above Employee
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Bank Teller
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2002 - 2003
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Education
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2009 - 2011
Merrimack College
Certificate of Financial Planning -
2006 - 2010
Cannon Financial Institute
Trust Fundamentals, I, II, III -
1999 - 2003
Suffolk University
BS, Sociology
Community
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