Tricia Fitzsimons
About Tricia Fitzsimons
Tricia Fitzsimons is a Team Administrator at UBS with over 27 years of investment experience, specializing in operational and sales support. She has held various roles at UBS and previously worked at Wachovia Securities, helping clients manage their financial futures.
Work at UBS
Tricia Fitzsimons has a significant history with UBS, having held multiple positions since 1998. She began her career at UBS as a Senior Registered Client Service Associate in Troy, MI, serving for one year. She then transitioned to an Operations Manager role from 1999 to 2002 in Farmington Hills, MI. After a brief period away, she returned to UBS in 2014 as a Senior Registered Client Service Associate, where she worked for eight years until 2022. Currently, she serves as a Team Administrator, a position she has held since 2022.
Education and Expertise
Tricia Fitzsimons studied at the University of Michigan, where she earned a Bachelor of Arts in Economics in 1994. With over 27 years of investment experience, she specializes in managing and implementing operational and sales support procedures. Tricia is a licensed investment professional, focusing on providing operational and sales support to enhance client experiences.
Background
Before her extensive tenure at UBS, Tricia Fitzsimons worked at Wachovia Securities as a Registered Assistant from 2002 to 2005 in West Bloomfield, MI. Her career spans various roles that have contributed to her deep understanding of the investment industry and client service.
Client Support and Services
Tricia Fitzsimons is dedicated to helping clients navigate their financial futures. She emphasizes providing clarity and confidence in financial decision-making, leveraging her extensive experience in operational and sales support to enhance client interactions.