Karen Dickinson

CRM & Integrations Manager at True Wealth Group

Karen Dickinson is an experienced professional with a diverse background in project management, business systems analysis, and operational improvement. Currently serving as the CRM & Integrations Manager at True Wealth Group since July 2021, Karen specializes in CRM system configuration, training, and support. Prior roles include CRM & Projects Manager and Business & Systems Analyst at Quilter, and Group Technology Process Manager at Quilter Financial Planning. With a strong foundation in practice management from Financial Management Bureau Ltd and various managerial roles at Aggregate Industries, Karen has a proven track record in IT implementation, change management, and staff development. Educational credentials include a Certificate in Management from the Chartered Management Institute and training from Ashorne Hill Management College and Lancaster & Morecambe College.

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