Adam Despins
About Adam Despins
Adam Despins is a Portfolio Relationship Manager at MD Financial Management in Regina, Saskatchewan, with a background in finance and a Bachelor of Business Administration from the University of Regina. He has been in the financial industry since 2017 and is currently a Level 2 Candidate at the CFA Institute, aspiring to advance his career in corporate finance.
Work at MD Financial Management
Adam Despins has been serving as a Portfolio Relationship Manager at MD Financial Management | Gestion financière MD since 2020. In this role, he is responsible for managing client portfolios and providing financial advice tailored to individual needs. Prior to this position, he worked as a Regional Administrative Assistant at the same organization from 2019 to 2020. His experience at MD Financial Management has contributed to his professional growth and understanding of the financial services sector.
Education and Expertise
Adam graduated from the University of Regina with a Bachelor of Business Administration (BBA) majoring in finance in 2017. This academic background provides him with a solid foundation in financial principles and practices. He is also a Level 2 Candidate at the CFA Institute, having pursued this designation since 2018. This commitment to further education reflects his dedication to enhancing his expertise in finance.
Background in Finance
Adam Despins has been involved in the financial industry since 2017. He began his career as a Member Service Representative at TCU Financial Group, where he worked for two years until 2019. Following this role, he transitioned to MD Financial Management, where he has continued to develop his skills in finance. His career path demonstrates a steady progression within the financial sector.
Career Aspirations
Adam aspires to advance his career in corporate finance. This goal indicates his ambition to grow within the financial industry and take on more complex financial responsibilities. His ongoing studies at the CFA Institute further support his career aspirations, as he seeks to deepen his knowledge and skills in finance.
Previous Work Experience
Before entering the financial sector, Adam worked at Costco Wholesale as a Front End Assistant from 2013 to 2017. This role provided him with valuable customer service experience, which is beneficial in his current position in finance. His diverse work history contributes to his overall understanding of client relations and service in the financial industry.