Christina Fitzpatrick
About Christina Fitzpatrick
Christina Fitzpatrick is a Client Transition Specialist at Thomson Reuters, with extensive experience in client service and retirement plan management. She has held various roles in the financial services industry, including positions at ADP, Voya Financial, and Vanguard.
Work at Thomson Reuters
Christina Fitzpatrick has been employed at Thomson Reuters since 2019, serving as a Client Transition Specialist. In this role, she is responsible for managing client transitions, ensuring a smooth onboarding process for new clients. Her position involves coordinating with various departments to facilitate the successful integration of clients into Thomson Reuters' services.
Previous Experience at ADP
Before joining Thomson Reuters, Christina Fitzpatrick worked at ADP in various roles from 1997 to 2015. Her positions included 401(k) Senior Client Service Representative, 401(k) Implementation Manager, and EGTRRA Specialist. During her tenure, she focused on client service responsibilities, document analysis, and implementation management of Corporate 401(k) funds, contributing to the overall effectiveness of ADP's retirement plan services.
Experience at Voya Financial
Christina Fitzpatrick served as a Client Transition Manager at Voya Financial from 2015 to 2018. In this capacity, she oversaw the transition process for clients, ensuring that their needs were met during the onboarding phase. Her role involved collaborating with internal teams to streamline the client experience.
Education and Expertise
Christina Fitzpatrick studied at West Chester University of Pennsylvania, where she focused on Elementary Education and History from 1991 to 1993. She holds Series 6 and 63 licenses, which are crucial for professionals in the financial services sector dealing with securities and investment products. Her educational background and certifications enhance her expertise in client service and financial management.
Career at Vanguard
Prior to her roles at ADP and Voya Financial, Christina Fitzpatrick worked at Vanguard as a Senior Participant Service Representative from 1994 to 1997. In this role, she provided support to participants in retirement plans, ensuring they received the necessary assistance and information regarding their accounts.