Gerard Fitzpatrick

Wealth Adviser at The Sovereign Group
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Contact Information
us****@****om
(386) 825-5501
Location
Gibraltar, Gibraltar, GI

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Bio

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Experience

  • The Sovereign Group
    • Gibraltar
    • Financial Services
    • 200 - 300 Employee
    • Wealth Adviser
      • Nov 2022 - Present

      Off-shore Wealth Adviser Off-shore Wealth Adviser

  • Aviva
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Business Development Consultant
      • Jul 2019 - Sep 2022

      Business Development Manager for the Savings and Retirement Platform Business Development Manager for the Savings and Retirement Platform

Education

  • Chartered Insurance Institute
    Level 4 Certificate, Securities Advice and Dealing
    2023 - 2023
  • Chartered Insurance Institute
    Level 4 Diploma, Regulated Financial Planning
    2020 - 2022

Community

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