Sophie Sun

Sophie Sun

Wealth Services Assistant

ssun@cfnmail.com

Sophie joined Enterprise Bank in October 2002, in the Loan Documentation department as a loan documentation representative II. In March 2011, she transferred to Enterprise Wealth Services to work as a wealth services assistant.

Sophie has earned her FINRA Series 6 and 63 securities registration (held through Commonwealth Financial Network®). Sophie received her associate degree in 1995 from Middlesex Community College in Lowell, with a concentration in business administration. She is working toward earning a bachelor's degree from the University of Massachusetts Lowell.

Sophie's responsibilities include supporting and assisting the team in an effort to reach our clients' goals.