John Michael V.
About John Michael V.
John Michael V. serves as a Trade Representative at MD Management Ltd., where he has worked since 2021. He has a diverse background in client service and financial management, with previous roles at various financial institutions and a strong educational foundation in business management.
Current Role at MD Financial Management
John Michael V. serves as a Trade Representative at MD Financial Management | Gestion financière MD, a position he has held since 2021. In this role, he operates within a team of over 30 trade representatives, focusing on servicing physicians and their families across Canada. His responsibilities include addressing technology and trade-related inquiries, ensuring that clients receive timely and accurate information.
Previous Experience in Financial Services
Prior to his current role, John worked at MD Financial Management from 2019 to 2021 as a Client Service Associate, where he engaged with clients in both MD Management and MD Private Investment Counsel. His experience also includes a position as a Regional Administrative Assistant at MD Financial Management from 2018 to 2019. Additionally, he has held various roles in financial services, including positions at State Street Bank & Trust Co. and Educators Financial Group.
Educational Background
John Michael V. earned a Bachelor of Commerce (B.Com.) degree from Ryerson University - Ted Rogers School of Business Management, studying Business Management from 2016 to 2022. He also holds an Honours Ontario College Advanced Diploma in Business Administration - Financial Planning from Seneca College of Applied Arts and Technology, which he completed from 2013 to 2016. His foundational education includes a Graduation Diploma from St. Clare Catholic School.
Project Achievements
In August 2021, John completed a significant project that involved reaching out to non-clients to introduce them to the MD ExO Direct platform. This initiative achieved notable results, exceeding targets with a 152% connection rate, a 280% opportunity rate, and a 120% conversion rate. His ability to effectively communicate and engage with potential clients contributed to the success of this project.
Professional Skills and Compliance
John demonstrates a strong ability to manage client interactions while ensuring compliance with investment industry regulations. His experience across various roles in financial services has equipped him with the skills necessary to handle inquiries with care and professionalism. His background in client service positions has reinforced his commitment to delivering high-quality support to clients.