Jennifer Anastasio
About Jennifer Anastasio
Jennifer Anastasio is a Physician Engagement Specialist at MD Financial Management, where she has worked since 2020. With a background in client relations and training, she has over 47 years of experience in the financial and healthcare sectors in Montreal.
Work at MD Financial Management
Jennifer Anastasio has been employed at MD Financial Management | Gestion financière MD since 2020 as a Physician Engagement Specialist. In this role, she focuses on building relationships with clients and prospective clients within the Greater Montreal Metropolitan Area. Prior to this position, she served as an Advisory Team Coordinator and Client Assistant from 2001 to 2020, where she contributed for 19 years in Montreal, Quebec. Her responsibilities included training and coaching new staff, sharing processes and experiences, and attending seminars to enhance client engagement.
Previous Experience at CIBC
Before joining MD Financial Management, Jennifer Anastasio worked at CIBC as an Account Manager for 28 years, from 1973 to 2001, in Montreal, Canada. During her tenure, she developed expertise in client management and financial services, which laid the foundation for her subsequent roles in financial management and client engagement.
Community Engagement and Relationship Building
In her current role, Jennifer Anastasio actively participates in community events and builds relationships with Centers of Influence, foundations, hospitals, partnerships, and associations. She manages referrals and maintains a structured follow-up system to nurture relationships with prospective clients, demonstrating her commitment to fostering connections within the healthcare and financial sectors.
Training and Coaching New Staff
Jennifer Anastasio plays a significant role in training and coaching new staff at MD Financial Management. She shares her extensive knowledge of processes and successes to inspire and guide her colleagues, contributing to a collaborative work environment focused on professional development and client service.