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Carrie assists the investment management team by generating and producing client materials in preparation for investment reviews. She also works closely with the investment team to gather data to produce quarterly performance reporting.

Carrie joined Cambridge Wealth Management in 2014 after serving at Citizens Bank for 15 years. 

She holds a B.A. in Communications, from Keene State College, where she graduated magna cum laude. 

Carrie currently volunteers at the Friends of Bedford Hockey in Bedford New Hampshire.