Helen Mooney
About Helen Mooney
Helen Mooney is a Client Service Associate at MD Financial Management in Québec, Canada, with over 22 years of experience in her current role. She holds a Bachelor’s degree in Psychology from McGill University and has a background in Social Sciences and securities trading.
Work at MD Financial Management
Helen Mooney has served as a Client Service Associate at MD Financial Management since 2002. In this role, she provides support and assistance to clients, ensuring they receive the necessary services and information related to their financial needs. Her tenure at MD Financial Management spans over 22 years, during which she has developed a strong understanding of client relations and financial services.
Education and Expertise
Helen Mooney completed her Bachelor’s degree in Psychology at McGill University from 1980 to 1983. Prior to this, she earned a Diploma of College Studies (DEC) in Social Sciences from Vanier College between 1978 and 1980. Additionally, she pursued further education at the Canadian Securities Institute, completing a course on securities trading in 2002. This educational background equips her with a solid foundation in both psychology and financial services.
Background
Helen Mooney's professional background includes extensive experience in client service roles. Before joining MD Financial Management, she worked at CIBC for 24 years, where she held positions as a Client Service Representative and a Customer Service Representative. This experience has contributed to her skills in client management and service delivery.
Career Timeline
Helen Mooney's career in client services began at CIBC, where she worked from 1978 to 2002. After leaving CIBC, she transitioned to her current role at MD Financial Management. Her career spans over four decades, reflecting her commitment to client service in the financial sector.