Christina Fitzpatrick

How I can help you

Christina manages operations and administrative tasks for establishing and maintaining client accounts, fulfilling money movement requests and executing trades. Her strong client focus, affinity for teamwork and commitment to helping others define her approach to client relationships.

What makes me knowledgeable

Christina adds almost 20 years of financial services experience to the team, with much of it in retirement services. Her background includes positions at companies with a strategic focus on the corporate retirement plan business, including the Vanguard Group, ADP and Voya Financial. Throughout her career, Christina has gained knowledge and experience by working with retirement plan participants and plan sponsors on the day-to-day administrative duties and compliance of 401(k) plans. Most recently, she was a 401(k) transition manager responsible for the onboarding and transitioning of 401(k) plans.

Getting to know me

Christina lives in Bloomfield, New Jersey, with her husband and two teenage daughters. Outside the office, she enjoys spending time with her family and cheering for her girls at their various school and sporting events.