George Obi
About George Obi
George Obi is an Account Administration Officer with a Bachelor's degree in Economics from Carleton University. He has previous experience in customer service and client administration roles at TD and CI Assante Wealth Management.
Work at MD Financial Management
George Obi serves as an Account Administration Officer at MD Financial Management, a position he has held since 2021. In this role, he is responsible for managing account-related tasks and ensuring efficient client service. His tenure at MD Financial Management has spanned three years, during which he has contributed to the organization's operational efficiency and client satisfaction.
Education and Expertise
George Obi studied at Carleton University, where he earned a Bachelor's degree in Economics from 2015 to 2019. This academic background provides him with a solid foundation in economic principles and financial analysis, which are essential in his current role in account administration.
Background
Before joining MD Financial Management, George Obi gained experience in the financial services sector. He worked as a Customer Service Representative at TD from 2019 to 2020, where he developed skills in client interaction and service delivery. He briefly served as a Client Service Administrator at CI Assante Wealth Management in 2021 for one month, further enhancing his expertise in client relations.
Career Progression
George Obi's career has progressed through various roles in the financial services industry. Starting as a Customer Service Representative at TD, he transitioned to a Client Service Administrator role at CI Assante Wealth Management before taking on his current position at MD Financial Management. His experiences have equipped him with a diverse skill set relevant to account administration.