Kevin Dagenais

Team Lead Client Services & Trade Centre @ MD Financial Management

About Kevin Dagenais

Kevin Dagenais serves as the Team Lead for Client Services & Trade Centre at MD Financial Management, where he has worked since 2018. He has a background in finance and management, holding an Honours Bachelor of Commerce from the University of Guelph and an MBA from the University of Ottawa.

Work at MD Financial Management

Kevin Dagenais has been serving as the Team Lead for Client Services & Trade Centre at MD Financial Management since October 2018. In this role, he emphasizes the importance of autonomy and ownership in achieving team results. Prior to his current position, he worked as a Senior Trade Representative from 2017 to 2018 and as a Trade Representative from 2016 to 2017, both in the Ottawa area. His experience at MD Financial Management has allowed him to develop a strong understanding of client services and trading operations.

Education and Expertise

Kevin Dagenais holds an Honours Bachelor of Commerce (B.Comm.) degree in Management Economics & Finance from the University of Guelph, where he studied from 2011 to 2015. He furthered his education by obtaining a Master of Business Administration (MBA) from the Telfer School of Management at the University of Ottawa, completing his studies from 2021 to 2023. His educational background equips him with a solid foundation in financial management and business principles.

Background

Before joining MD Financial Management, Kevin Dagenais gained experience in the financial services industry through various roles. He worked as a Financial Services Representative at TD from 2015 to 2016 and previously served as a Customer Service Representative at TD for 7 months in 2015 in Guelph. His career path reflects a commitment to developing expertise in client services and financial operations.

Professional Philosophy

Kevin Dagenais advocates for continuous personal and professional growth. He believes in maintaining a beginner's mindset, which fosters ongoing learning and development. His approach encourages team members to embrace new and challenging situations, contributing to both individual and collective success within the Client Services & Trade Centre.

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