Patricia joined Boolers in June 2022 as Investments Accounts Executive and in March 2024 took on the role of Investment Team Leader. She has had experience working in financial services for over 28 years. Half of this time covering various roles within retail banking before moving to a local stockbroker. She moved to SIPP administration over 8 years ago where she achieved the CII certificate in Regulated Financial Services Operations.
Patricia enjoys spending her free time going on weekend breaks with her family and is a keen runner and a member of her local running club. Patricia also enjoys fundraising outside of work and has recently helped establish a fundraising focus group at Boolers.