Terry Mallon
About Terry Mallon
Terry Mallon serves as a Branch Supervision Officer at MD Financial Management in Ottawa, Ontario, having transitioned from a Branch Supervision Assistant role within the same company. Mallon has a background in finance and management, with multiple qualifications from the Canadian Securities Institute and experience in event coordination and administrative support.
Current Role at MD Financial Management
Terry Mallon serves as a Branch Supervision Officer at MD Financial Management | Gestion financière MD. He has held this position since 2021, contributing to the organization for three years in Ottawa, Ontario, Canada. In this role, he is responsible for overseeing branch operations and ensuring compliance with regulatory standards.
Previous Experience in Event Coordination
Before his current role, Terry Mallon worked as an Event Coordinator at Ottawa Sport & Social Club in 2015. His tenure lasted four months, during which he was involved in planning and executing various events in the Ottawa, Canada Area.
Education and Professional Development
Terry Mallon has pursued extensive education in finance and management. He studied at the Canadian Securities Institute, completing the Branch Managers Course in 2021, the Canadian Securities Course in 2020, and the Conduct and Practices Handbook Course in 2020. Additionally, he is currently studying Financial Planning and Services, focusing on Wealth Management Essentials since 2021.
Background in Administrative Support
In 2017, Terry Mallon worked as a Trainer/Administrative Support at Carleton University for three months. This role involved providing administrative assistance and training support within the university setting in the Ottawa, Canada Area.
Academic Qualifications
Terry Mallon earned an Associate's degree in Business Administration and Management from Algonquin College of Applied Arts and Technology, studying from 2018 to 2019. His academic background supports his professional roles in finance and management.