Tom Fitzpatrick
About Tom Fitzpatrick
Tom Fitzpatrick is a Senior Operations Manager at Creative Planning Inc., where he has worked since 2018. He previously held the position of Client Operations Manager at State Street Corporation for ten years and holds a BA in Anthropology from the University of Northern Iowa.
Current Role at Creative Planning
Tom Fitzpatrick serves as a Senior Operations Manager at Creative Planning Inc. since 2018. In this role, he oversees various operational processes and ensures efficient service delivery. His responsibilities include managing team performance and optimizing workflows to enhance client satisfaction. Creative Planning is known for its comprehensive financial planning services, and Fitzpatrick's role is crucial in maintaining operational excellence.
Previous Experience at State Street Corporation
Prior to his current position, Tom Fitzpatrick worked at State Street Corporation as a Client Operations Manager and Senior Associate from 2007 to 2017. During his ten years at the company, based in Kansas City, MO, he was responsible for managing client relationships and overseeing operational tasks. His experience at State Street provided him with a strong foundation in client operations and management.
Education and Academic Background
Tom Fitzpatrick earned a Bachelor of Arts degree in Anthropology from the University of Northern Iowa, where he studied from 1998 to 2003. His academic background includes participation in an Archaeological Field School, which provided him with practical experience in the field of anthropology. This educational experience contributes to his analytical skills and understanding of diverse perspectives.