Josh Moore

Client Experience Analyst @ MD Financial Management

About Josh Moore

Josh Moore is a Client Experience Analyst at MD Financial Management in Ottawa, Ontario, where he has worked since 2021. He has held various roles within the company, including Senior Process Analyst and Product Owner, and holds a Bachelor of Commerce in Marketing from the Telfer School of Management at the University of Ottawa.

Current Role as Client Experience Analyst

Josh Moore currently serves as a Client Experience Analyst at MD Financial Management | Gestion financière MD. He has held this position since 2021, focusing on enhancing client interactions and improving overall service delivery. His role involves analyzing client feedback and implementing strategies to optimize the client experience.

Previous Positions at MD Financial Management

Josh Moore has a comprehensive work history at MD Financial Management | Gestion financière MD. He worked as a Senior Process Analyst from 2013 to 2016, followed by a role as a Financial Advisor from 2011 to 2013. He also served as an Operational Specialist from 2009 to 2011 and transitioned to a Senior Business Analyst from 2016 to 2021. Additionally, he held the position of Product Owner from 2018 to 2021.

Educational Background in Commerce

Josh Moore studied at the Telfer School of Management at the University of Ottawa, where he earned a Bachelor of Commerce degree with a focus on Marketing from 2000 to 2005. His educational background provides a strong foundation for his roles in financial management and client experience.

High School and Additional Education

Josh Moore completed his secondary education at Opeongo High School. He also attended Durham College, furthering his education and skills relevant to his career in financial services.

People similar to Josh Moore