Elizabeth PAZ

Liz is head of the Wealth Data Management division, where she is responsible for overseeing wealth management portfolio systems and solutions, including all processes for aggregating and compiling data, reporting and customization, system administration and liaison with vendors.

Liz has been with Bulltick for over 20 years specializing in clearing firm data automation and reconciliations, portfolio systems management, back-office operations, business process management and improvements and production of daily firm-wide risk, PL and asset-based routines and reports. She is highly skilled in a variety of business platforms including Addepar, APX and NetX360.

Liz previously worked in the funds division of Interacciones Casa de Bolsa in Mexico.

Liz holds a Master’s degree in Finance from Instituto Tecnológico y de Estudios Superiores de Monterrey and has the FINRA series 7 license.