Lisa Maddock Email
Compliance @ Gemini Wealth Management Ltd
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Lisa Maddock Location
- United Kingdom
Lisa Maddock Work
- Compliance @ (July 2023 - Present)
- Operations Manager @ (May 2021 - July 2023)
- Training and Compliance Supervisor @ Best Practice IFA Group Ltd (December 2020 - May 2021)
- T and C Manager @ (February 2020 - November 2020)
- T and C Manager @ F P Consulting Limited (September 2018 - February 2020)
- Ex Owner and Director @ Virtual Practice Support Services Limited (February 2014 - September 2018)
- Practice Manager @ Pritchard-Jeffs Limited (May 2013 - January 2014)
- Compliance and Training Director @ ProWealth Ltd (May 2011 - May 2013)
- Paraplanner @ English Mutual (January 2013 - January 2013)
- Paraplanner @ Standard Life Client Management (September 2008 - April 2011)
- Paraplanner @ Mazars Financial Planning (January 2006 - January 2009)
- Administrator @ Lloyds Bank Insurance Services (January 1994 - January 1996)
Lisa Maddock Education
- Smethwick Hall Girls High School 1980-1985
- Rowley Regis College
Lisa Maddock Skills
- Reporting & Analysis
- Insurance
- Compliance
- Coaching
- Mentoring
- Customer Relations
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Training
- Customer Service
- Asset Management
- Investments
- Relationship Management
- Employee Benefits
- Retirement
- Portfolio Management
- Financial Services
- Pensions
- Investment Strategies
- Financial Planning
- Management
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Reporting and Analysis
- Customer Relationship Management
Lisa Maddock Summary
- Lisa Maddock, based in United Kingdom, is currently a Compliance at Gemini Wealth Management Ltd. Lisa Maddock brings experience from previous roles at Pinnacle Financial Planning Limited, Best Practice IFA Group Ltd, Incisive Wealth Management and F P Consulting Limited. Lisa Maddock holds a 1980 - 1985 Smethwick Hall Girls High School. With a robust skill set that includes Reporting & Analysis, Insurance, Compliance, Coaching, Mentoring and more. Lisa Maddock has 2 emails on RocketReach.
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