Crystal Pelton
About Crystal Pelton
Crystal Pelton serves as the National Lead for Business and Sales Transformation at MD Financial Management, having held various roles within the company since 2012. With extensive experience in management, she previously worked at CIBC for 19 years and has contributed to the development of client experience and early career initiatives.
Current Role at MD Financial Management
Crystal Pelton serves as the National Lead for Business and Sales Transformation at MD Financial Management | Gestion financière MD. She has held this position since 2021, contributing to the strategic direction and operational efficiency of the organization. Her role focuses on enhancing business processes and sales strategies to improve client engagement and service delivery.
Previous Experience at MD Financial Management
Prior to her current role, Crystal Pelton held several positions at MD Financial Management | Gestion financière MD. She worked as the National Lead for Early Career from 2018 to 2021, where she focused on developing programs for early-career professionals. In 2017, she served as the Client Experience Lead for eight months, aiming to enhance client satisfaction and service quality. Additionally, she was the Regional Manager from 2012 to 2017, overseeing operations in the Calgary area.
Career Background at CIBC
Crystal Pelton has a significant background in the financial services industry, having worked at CIBC for 19 years. From 1992 to 2011, she held the position of General Manager in Calgary Centre. During her tenure, she was responsible for managing branch operations, developing business strategies, and ensuring customer satisfaction.
Professional Journey Overview
Crystal Pelton's professional journey reflects extensive experience in business transformation and client management within the financial sector. Her career spans over three decades, with a focus on leadership roles that emphasize operational excellence and client experience. Her work has involved various aspects of financial services, contributing to her expertise in business and sales transformation.