Kara Truong
About Kara Truong
Kara Truong is a Client Service Associate at MD Financial Management, specializing in Private Investment Counsel. She is recognized for her strong communication skills and experience in both Private and Retail Banking sectors.
Work at MD Financial Management
Kara Truong currently serves as a Client Service Associate in the Private Investment Counsel division at MD Financial Management. She has held this position since 2019, contributing to the firm's client-focused services. Prior to her current role, she worked as a Regional Administrative Specialist in the same division for ten months in 2018-2019. In both roles, she has demonstrated her ability to support clients effectively and enhance team collaboration.
Education and Expertise
Kara Truong earned her Bachelor’s Degree in Business/Commerce with an Honours designation and a Minor in Economics from McMaster University. Her studies spanned from 2012 to 2017, equipping her with a solid foundation in business principles. She possesses expertise in Managerial Finance, Human Resources, and Project Management, which complements her work in the financial sector.
Background in Financial Services
Kara has a diverse background in the financial services industry. She worked at BMO Financial Group as a Customer Service Representative from 2017 to 2018, where she gained experience in client interactions and service delivery in Milton, Ontario. This role laid the groundwork for her subsequent positions in private investment counsel.
Skills and Competencies
Kara Truong is recognized for her strong communication and presentation skills, which enhance her effectiveness as a team player. She demonstrates proficiency in both Private and Retail Banking sectors, allowing her to navigate various client needs and financial products. Her personable and trustworthy demeanor contributes to building strong client relationships.