FNZ Group
Lisa M. is an experienced professional with a robust background in financial services, currently serving as a Technical Lead and Team Manager at FNZ Group since July 2021. Prior to this role, Lisa M. worked at James Hay Partnership for nearly two decades, holding various positions including Senior Team Manager, Team Leader - Wrap, Specialist Administrator - Trading, Wrap Comprehensive Administrator, and Administrator, with a focus on SIPP valuations and reconciliations. Lisa M. holds several qualifications, including an IOC in Investments and Securities from The Chartered Institute for Securities & Investment, an FPC1 in Finance and Financial Management Services from the Chartered Insurance Institute, an HNC in Business from Southampton Solent University, and A levels in Chemistry, Geography, Communication, and Physical Education from South Wilts Grammar School.
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FNZ Group
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FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. They partner with banks, insurers and asset managers to help consumers achieve their financial goals. FNZ's technology, transaction and custody services enable their clients to provide best-in-class wealth management solutions to financial advisers, end-investors and the workplace that are efficient, flexible, transparent and scalable, supporting market, demographic and regulatory trends worldwide.