Brian Urkow
About Brian Urkow
Brian Urkow serves as the National Lead for Sales Development, Client Value & Experience at MD Financial Management, where he has worked since 2021. With over 35 years of experience in leadership roles, he focuses on enhancing team performance and client satisfaction through client-centric strategies.
Work at MD Financial Management
Brian Urkow has served as the National Lead for Sales Development, Client Value & Experience at MD Financial Management since 2021. In this role, he focuses on enhancing client satisfaction through strategic initiatives that prioritize client-centric approaches. His leadership is characterized by a commitment to ethical collaboration, contributing to the company's top priority projects aimed at improving overall client experience.
Previous Experience at ATB Financial
Prior to his current position, Brian Urkow held multiple roles at ATB Financial over a span of ten years. He served as Managing Director for the Wealth North Market from 2018 to 2021, and as Director of Advisory Services from 2016 to 2018. His earlier roles included Senior Mastery Development Coach and Learning Consultant, where he focused on team performance and development. He also managed financial advisors at ATB Investor Services from 2009 to 2011.
Education and Expertise
Brian Urkow earned a Master of Arts in Leadership from Royal Roads University, completing his studies from 2013 to 2015. His educational background supports his extensive experience in leadership roles, where he has developed methodologies aimed at enhancing team performance and client satisfaction. His leadership philosophy emphasizes values-driven leadership and the importance of courageous conversations in fostering effective team dynamics.
Leadership Philosophy
Brian Urkow's leadership philosophy is rooted in values-driven leadership and the practice of courageous conversations. He believes in the importance of fostering an environment where open dialogue and ethical collaboration can thrive. This approach has been instrumental in his ability to lead teams effectively and enhance client experiences throughout his career.
Career Overview
With over 35 years of experience in various leadership roles, Brian Urkow has established a strong track record in developing strategies that improve team performance and client satisfaction. His career spans multiple positions at ATB Financial and his current role at MD Financial Management, where he continues to influence client-centric initiatives and strategic development.