Katie Livan
About Katie Livan
Katie Livan is a Protection Specialist at HSBC, where she has worked since 2017. She has extensive experience in financial services, having held various roles at HSBC and earned a Diploma in Financial Planning from the Chartered Insurance Institute.
Work at HSBC
Katie Livan has held multiple positions at HSBC over a span of several years. She began her career at HSBC as a Cashier in Milton Keynes, where she worked from 2003 to 2008 for five years. Following this role, she served as a Financial Planning Manager from 2008 to 2011, also in Milton Keynes. After a brief period as a Quality Analyst from 2011 to 2012 in Oxford, she transitioned to a Financial Counselor role in 2013 for 11 months in Milton Keynes. Katie then worked as a Mortgage Advisor from 2014 to 2017 before taking on her current position as a Protection Specialist in 2017, where she has been for seven years.
Education and Expertise
Katie Livan has a strong educational background in finance and psychology. She studied at the Chartered Insurance Institute, focusing on financial planning from 2011 to 2019, where she achieved a Diploma in Financial Planning. Additionally, she earned a Bachelor's degree in Sports Psychology from Buckinghamshire New University, completing her studies from 2004 to 2007. This combination of education equips her with a diverse skill set applicable to her roles in the financial services industry.
Background
Katie Livan's career in the financial services sector began in 2003 when she joined HSBC as a Cashier. Over the years, she progressed through various roles, gaining extensive experience in financial planning, mortgage advising, and quality analysis. Her work has primarily taken place in Milton Keynes and Oxford, where she has developed a comprehensive understanding of customer needs and financial products.
Professional Experience
Throughout her career at HSBC, Katie Livan has accumulated a wealth of experience in various financial roles. As a Financial Planning Manager, she focused on developing financial strategies for clients. In her role as a Mortgage Advisor, she assisted clients in navigating mortgage options. Her current position as a Protection Specialist involves advising clients on insurance products, ensuring they have the necessary coverage for their financial security.