Kathryn Le Pan
About Kathryn Le Pan
Kathryn Le Pan is a Client Service Associate at MD Financial Management, with a Bachelor of Business Administration from NAIT. She has extensive experience in customer service and hospitality, having worked in various roles including waitress and customer service representative.
Work at MD Financial Management
Kathryn Le Pan has been employed at MD Financial Management as a Client Service Associate since 2018. In this role, she provides support to clients, ensuring their needs are met and facilitating effective communication between clients and the financial management team. Her position involves assisting with various client inquiries and contributing to the overall client experience.
Education and Expertise
Kathryn Le Pan studied at the Northern Alberta Institute of Technology (NAIT), where she pursued a Bachelor of Business Administration (BBA) with a focus on Finance. Her studies spanned from 2014 to 2018, equipping her with foundational knowledge in financial principles and business practices that support her current role in client services.
Background
Before joining MD Financial Management, Kathryn gained diverse experience in customer service roles. She worked as a Waitress at Moxie's Grill & Bar from 2012 to 2014 and at Central Social Hall from 2014 to 2017. During her time at Central Social Hall, she also held responsibilities in cash balancing and administration, which further developed her organizational skills.
Previous Work Experience
Kathryn's work history includes a position as a Customer Service Representative at TD from 2017 to 2018. This role involved interacting with customers to address their banking needs and providing solutions to enhance their experience. Her cumulative experience in various customer-facing roles has contributed to her proficiency in client service.