Kelly Lennox
About Kelly Lennox
Kelly Lennox is a Client Service Specialist with extensive experience in financial services, including roles at CIBC and MD Financial Management. She holds a mutual funds license and is currently pursuing the Canadian Securities License to further her expertise.
Work at MD Financial Management
Kelly Lennox has been employed at MD Financial Management since 2017, serving as a Client Service Specialist. In this role, she focuses on providing support and assistance to clients, leveraging her extensive experience in the financial services sector. Her responsibilities include addressing client inquiries and offering guidance on various financial products and services.
Education and Expertise
Kelly Lennox possesses a mutual funds license, demonstrating her expertise in investment products. She is currently pursuing the Canadian Securities License to further enhance her qualifications in the financial industry. This commitment to professional development reflects her dedication to staying informed about industry standards and regulations.
Background in Financial Services
Kelly Lennox has a substantial background in financial services, having worked at CIBC in various capacities from 1992 to 2017. She served as a Financial Service Representative for 13 years, followed by an 8-year tenure as an Investment Specialist Assistant at CIBC Atlantic Trust Private Wealth Management. Her experience spans over two decades, providing her with a comprehensive understanding of client needs and financial products.
Client Relations and Financial Advice Skills
Kelly Lennox demonstrates strong skills in client relations, mortgage advice, and investment advice. Her proficiency in these areas indicates a well-rounded capability to assist clients in navigating their financial options. This skill set is essential for her role as a Client Service Specialist, where effective communication and understanding of client needs are paramount.