Kelley Blimke

Kelley Blimke

Client Assistant @ MD Financial Management

About Kelley Blimke

Kelley Blimke is a Client Assistant at MD Financial Management in Ottawa, Ontario, with a background in English and finance. She has over 15 years of experience in the financial sector, previously serving as a Branch Administrator at TD Wealth Management.

Work at MD Financial Management

Kelley Blimke has been employed at MD Financial Management since 2015. In her role as a Client Assistant, she supports the firm's operations and client services. Her responsibilities include assisting clients with their financial inquiries and ensuring a smooth experience in managing their financial needs. Kelley has contributed to the firm's focus on providing tailored financial solutions to clients in the healthcare sector.

Previous Experience at TD Wealth Management

Prior to her current position, Kelley worked at TD Wealth Management for 15 years, from 2000 to 2015. During her tenure, she held the position of Branch Administrator, where she managed various administrative tasks and supported the branch's operational functions. This experience provided her with a strong foundation in client service and financial management.

Education and Expertise

Kelley Blimke studied at the University of Guelph, where she earned a Bachelor of Arts degree in English from 1988 to 1991. Additionally, she pursued further education at the Canadian Securities Institute, completing a program in 1998-1999 and another brief course in 2000. This educational background has equipped her with essential skills in communication and financial knowledge.

Background

Kelley Blimke is based in Ottawa, Ontario, Canada. Her career in the financial services industry spans over two decades, with significant experience in client relations and administrative support. Her roles have focused on enhancing client experiences and streamlining operations within financial institutions.

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