Kelley Greenslade
About Kelley Greenslade
Kelley Greenslade is a Client Assistant at MD Financial Management in Barrie, Ontario, with a background in wealth management and a Bachelor of Arts degree from the University of Guelph.
Work at MD Financial Management
Kelley Greenslade has been employed at MD Financial Management | Gestion financière MD since 2015. In her role as a Client Assistant, she provides support to clients and assists with various financial management tasks. Her experience in the financial sector, combined with her educational background, enables her to effectively address client needs and contribute to the overall service delivery of the organization.
Previous Experience at TD Wealth Management
Before joining MD Financial Management, Kelley Greenslade worked at TD Wealth Management as a Branch Administrator from 2000 to 2015. During her 15 years in this position in Barrie, Ontario, she developed a strong foundation in client service and branch operations, which has informed her current role in financial management.
Education and Expertise
Kelley Greenslade has a solid educational background in finance and English. She studied at the University of Guelph, where she earned a Bachelor of Arts (B.A.) in English from 1988 to 1991. Additionally, she completed the Canadian Securities Course at the Canadian Securities Institute from 1998 to 1999 and furthered her education with the Conduct and Practices course in 2000.
Professional Development
Kelley Greenslade has pursued professional development in the financial services sector. Her studies at the Canadian Securities Institute included the Canadian Securities Course and the Conduct and Practices course, which provided her with essential knowledge and skills relevant to her roles in wealth management and client assistance.