Joey Dorion
About Joey Dorion
Joey Dorion is a Corporate Actions Analyst currently employed at MD Financial Management in Ottawa, Canada. He has extensive experience in investment and financial services, having held various roles at TD and MD Financial Management over a career spanning more than a decade.
Current Role at MD Financial Management
Joey Dorion currently serves as a Corporate Actions Analyst at MD Financial Management, a position he has held since 2017. In this role, he is responsible for managing corporate actions related to investment portfolios. His work involves analyzing and processing events such as mergers, acquisitions, and dividend distributions, ensuring that all actions are executed accurately and in compliance with regulations. The office is located in Ottawa, Ontario.
Previous Experience at MD Financial Management
Prior to his current role, Joey Dorion worked at MD Financial Management in two positions. He served as a Trade Operations Account Administrator from 2015 to 2016, where he managed trade operations and account administration tasks. He then transitioned to the role of Portfolio Specialist from 2016 to 2017, focusing on portfolio management and client services. His experience at MD Financial Management spans approximately one and a half years.
Career at TD
Joey Dorion has extensive experience at TD, where he held multiple positions over several years. He began as an Investment Representative from 2006 to 2007, then advanced to Senior Investment Representative roles, including High Value Clients and the Resource and Mitigation team from 2007 to 2010. His tenure at TD lasted from 2006 to 2015, during which he developed skills in client relations and investment strategies.
Education and Qualifications
Joey Dorion studied at Algonquin College of Applied Arts and Technology, where he earned a diploma in Business Administration with a focus on Finance. His studies spanned from 2002 to 2005, providing him with a solid foundation in financial principles and practices. This educational background supports his professional roles in the financial services industry.