Topline | Susan Callery Rossini

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Susan Callery Rossini

Senior Vice President / Senior Relationship Manager - Enterprise Wealth Management at Enterprise Bank (Enterprise Bancorp)

Intro Book

Financial expert with 35 years of experience in banking and financial analysis.

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Location

Lowell, Massachusetts, United States, US

Skills

Financial Reporting
Wealth Management
Banking
Loans
Commercial Lending
Credit
Cash Management
Lines Of Credit
Credit Analysis
Commercial Banking
Financial Analysis
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s calculate this. Susan has 35 years of experience in banking and financial analysis, which is extremely valuable. Her Master’s degree in Accountancy from Bentley University and her Bachelor’s degree in Finance from the University of Massachusetts Lowell demonstrate her strong academic background. She’s also certified as a Financial Planner by the CFP Board, which adds to her credibility. Considering her extensive experience, academic credentials, and certifications, I would estimate her hourly rate to be around $250. This is slightly lower than what a more senior financial expert might charge, but still reflective of her exceptional skills and experience. Some financial analysts with similar experience might charge $300-$400 per hour, but Susan’s background in banking and her certifications bring her rate more in line with this estimate.

Bio

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Topline AI

Susan Callery Rossini is a seasoned financial professional with 35 years of experience in banking, wealth management, and financial analysis. She holds a Master of Science in Accountancy from Bentley University and a Bachelor of Science in Finance from the University of Massachusetts Lowell, with both degrees earned with distinction. Certified as a Financial Planner by the CFP Board, she has worked as a Senior Vice President and Senior Relationship Manager at Enterprise Bank, where she has developed expertise in financial reporting, wealth management, commercial lending, and credit analysis. With a strong background in commercial banking and a deep understanding of financial markets, Susan is a trusted advisor to clients and a respected leader in her field.

Credentials

Certified Financial Planner (CFP)

CFP Board

Nov, 2000
- Apr, 2026

Experience

Enterprise Bank (Enterprise Bancorp)
- Lowell, Massachusetts
- Senior Vice President / Senior Relationship Manager - Enterprise Wealth Management
  - Jun 1989 - Present
  - Lowell, Massachusetts

Education

Bentley University
Master of Science - MS, Accountancy
Merrimack College
Certificate Financial Planning
University of Massachusetts Lowell
Bachelor of Science - BS, Finance

Suggested Services

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Industry Focus. “Financial Services”

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Susan Callery Rossini

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100 Credits For FREE

$250.0

Hourly Rate