Alesha Spence Phillips
About Alesha Spence Phillips
Alesha Spence Phillips is a Client Service Specialist at MD Financial Management in St Catharines, Ontario, with over a decade of experience in the financial industry. She has a background in architectural technology and has held various roles focused on client service and wealth management.
Work at MD Financial Management
Alesha Spence Phillips has been employed at MD Financial Management | Gestion financière MD as a Client Service Specialist since 2018. In this role, she has contributed to the wealth management sector by supporting financial consultants and enhancing client experiences. Her responsibilities include providing client service and operational support, which leverages her extensive background in the financial industry. Alesha's adaptability to the wealth management environment has been a significant asset to the organization.
Education and Expertise
Alesha Spence Phillips has a solid educational background in finance and architectural technology. She studied at the Canadian Securities Institute, completing the Canadian Securities Course from 2017 to 2018 and achieving the CPH designation in 2019. Additionally, she obtained certification in the Canadian Investment Funds Course from the IFSE Institute in 2014. Alesha also holds a diploma in Architectural Technology/Technician from Humber College, earned between 2005 and 2008. Her education supports her expertise in client service and wealth management.
Background
Alesha Spence Phillips transitioned from a career in architectural technology to the financial industry, demonstrating versatility in her professional journey. Prior to her current role at MD Financial Management, she worked at CIBC for 11 years, where she held the position of Manager, Client Experience. During her time at CIBC, she played a key role in coaching and developing staff, focusing on career advancement and skill enhancement. This experience provided her with a strong foundation in client service and operational management.
Achievements
Alesha Spence Phillips has over a decade of experience in the financial industry, with a focus on client service and wealth management. Her ability to adapt quickly to the wealth management environment at MD Financial Management has been notable. She successfully transitioned from her previous career in architectural technology to the financial sector, showcasing her commitment to professional growth. Alesha's experience at CIBC further strengthened her expertise in risk and operational management, contributing to her effectiveness in her current role.