John Wheatley
About John Wheatley
John Wheatley is an Operations Manager at MD Financial Management, where he has worked since 2017. He has a background in client reporting and functional support, having held various positions within the company since 2010.
Current Role at MD Financial Management
John Wheatley serves as the Operations Manager at MD Financial Management | Gestion financière MD. He has held this position since 2017, contributing to the organization's operational efficiency for over seven years. His role involves overseeing various operational processes and ensuring that client services are delivered effectively.
Previous Positions at MD Financial Management
Prior to his current role, John Wheatley held several positions at MD Financial Management. He worked as a Senior Client Reporting Coordinator from 2010 to 2013, where he focused on client reporting processes. He then advanced to the role of Team Lead, Client Reporting from 2013 to 2015, managing client reporting teams. Following this, he served as Manager, Functional Support for seven months in 2015 to 2016, where he provided functional support to various departments.
Education Background
John Wheatley studied at the University of Ottawa / Université d'Ottawa, where he gained knowledge and skills relevant to his career in financial management. He completed his secondary education at Loyola High School, which laid the foundation for his further academic pursuits.
Professional Experience in Ottawa
John Wheatley's professional career is primarily based in Ottawa, Ontario. His extensive experience at MD Financial Management spans over a decade, during which he has developed a strong understanding of client reporting and operational management within the financial services sector.