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Liz Fitzpatrick

Liz Fitzpatrick

Customer Service Manager

Followers of Liz Fitzpatrick465 followers
location of Liz FitzpatrickDunblane, Scotland, United Kingdom

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  • Timeline

  • About me

    Head of Compliance Monitoring

  • Education

    • Dunblane High School

      1988 - 1994

  • Experience

    • Prudential plc

      Sept 1995 - Sept 2006
      Customer Service Manager

      Customer Services ManagerSpecialist Coach/Trainer/Quality Assurance Checking

    • Bizzie Lizzie Gifts

      Apr 2011 - Apr 2016
      Self Employed

      Hand crafted gifts

    • New Pathway Hypnotherapy

      Jan 2015 - Apr 2016
      Self Employed

      Providing Analytical Hypnotherapy Services

    • DST Systems

      Apr 2016 - Nov 2021
      Customer Service Manager

    • SS&C Technologies

      Nov 2021 - now

      • Head of Compliance Monitoring

        Nov 2022 - now

      • Senior Manager, Compliance

        Nov 2021 - Nov 2022

  • Licenses & Certifications

    • Financial Planning Certificate 1, 2 & 3

      Nov 1998

    • CISI Global Financial Compliance

      The Chartered Institute for Securities & Investment (The CISI)
      Jul 2022

    • Client Money and Assets

      The Chartered Institute for Securities & Investment (The CISI)
      Dec 2022