Julie Bergeron
About Julie Bergeron
Julie Bergeron serves as the Team Lead for Client Services & Trade Centre at MD Financial Management. She has a background in finance, having held various roles within the company and earned degrees from Algonquin College and the University of Ottawa.
Current Role at MD Financial Management
Julie Bergeron serves as the Team Lead for Client Services & Trade Centre at MD Financial Management since 2021. In this role, she oversees client interactions and trade operations, ensuring efficient service delivery and client satisfaction. Her leadership position allows her to guide a team in providing high-quality support to clients.
Previous Experience at MD Financial Management
Julie Bergeron has extensive experience at MD Financial Management, having held multiple roles over the years. She worked as a Business Operations Specialist from 2018 to 2021, where she focused on improving operational processes. Prior to that, she was a Senior Trade Centre Representative from 2015 to 2018 and a Trade Centre Representative from 2014 to 2015. Her career at MD Financial Management spans over seven years.
Education and Qualifications
Julie Bergeron studied at Algonquin College of Applied Arts and Technology, earning an Advanced Diploma in Business Administration with a focus on Financial Services from 2009 to 2012. She furthered her education at the Telfer School of Management at the University of Ottawa, where she obtained a Bachelor of Commerce (BCom) degree in Finance from 2012 to 2014. Her educational background supports her expertise in financial services.
Career Progression in Financial Services
Julie Bergeron's career in financial services demonstrates a clear progression through various roles at MD Financial Management. Starting as a Trade Centre Representative, she advanced to Senior Trade Centre Representative, and later to Business Operations Specialist. Her current position as Team Lead reflects her growth and accumulated experience in the industry.