Cfp® Kelly Fitzpatrick

Kelly Fitzpatrick, CFP®, is a seasoned professional in the financial services industry, currently serving as Senior Product Owner at Advyzon since May 2017. Fitzpatrick has previously held several roles at Advyzon, including Product Manager for Reporting Solutions, Head of Client Services, and Senior Relationship Manager. Prior experience includes a position as a Financial Planner at GCG Financial, LLC from June 2013 to April 2017, and an internship in ABS Capital Markets at CRT Capital Group in the summer of 2012. Fitzpatrick holds a Bachelor's degree in Financial Planning and Services from the University of Illinois Urbana-Champaign, completed in 2013.