Kristin Branchaud

Client Service Specialist

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Direct Phone: 508-720-5698
Fax Line: 508-720-5734
[email protected]

 

Kristin Branchaud is a Client Services Specialist with CCR Wealth. With more than a decade of banking and finance experience, Kristin works with CCR Wealth clients to ensure they are receiving the best possible service, and assists with opening new accounts, working with clients to complete necessary paperwork and coordinating meetings with their personal financial advisors.

Kristin has worked in New England banks and financial services organizations since 2009, and has extensive client service experience. She has worked as an investment and trust administrator, providing service to clients at Rockland Trust, and as an assistant manager at UniBank.

Kristin earned her Bachelor of Science in management from the University of Massachusetts in 2014, and studied accounting, managerial statistics and operations, marketing and human resource management. She has held income tax assistance and National Mortgage Licensing System certifications.

When she is not at CCR Wealth, Kristin enjoys working out, cooking and baking, spending time outside and volunteering for charitable organizations like the Special Olympics.