Fiona Lee
Client Services and Paraplanning Manager at Prosperous Financial
Based in Ireland
7-day free trial · no credit card
Seniority
Manager
Department
Customer/Client Service
Location
Ireland
Industry
Financial Services
Company size
35
Contact information
Reveal Fiona's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
f•••••••@prosperous.ie
Phone
5 credits+353 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Fiona Lee
Committed financial services professional with over eight years of industry experience, currently working as Client Services and Paraplanning Manager at a leading financial planning brokerage. Drawing on a strong foundation in the banking sector across diverse roles, I bring proven expertise in client relationship management, financial planning support, and team leadership. Skilled in delivering exceptional client service, achieving business targets, and driving long-term value, I hold the Qualified Financial Adviser (QFA) designation (2019) and a Bachelor of Science in Retail and Services Management from Dublin Institute of Technology.
Decision-makers
Other people at Prosperous Financial
- BSOther
Bróna Sullivan
Head of Compliance (Pcf 12 & Pcf 52) · Other
- PMStaff
Peter Martin
Client Services Representative · Customer/Client Service
- CDOther
Colin Duignan
Chief Executive Officer · Other
- BWStaff
Ben Wolfe
Financial Advisor · Finance & Accounting
- CPStaff
Callum Patterson
Financial Advisor · Finance & Accounting
Build a list of verified contacts at Prosperous Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Fiona
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime