Moira Klein-Swormink

Principal, Practice Strategy at Edward Jones

Moira Klein-Swormink possesses extensive experience in wealth management and branch development, currently serving as Principal for Branch Development Canada and Wealth Management Advice & Solutions at Edward Jones since January 2022. Previously, Moira held various leadership roles at Edward Jones from 2016 to 2020, including Director of Branch Team Performance and Director of Branch Team Training Canada. Moira's background also includes positions as a Certified Trainer and Coach at Dale Carnegie Training, a consultant at TMVF Consulting Inc., and roles in business development and finance at HiveWire Inc. and Twello Property Management. Moira's career began at BMO Financial Group, where roles included Senior Manager and Branch Manager. Moira holds an MBA from Dalhousie University and an Honours Bachelor of Arts in English and French from Western University.

Location

Toronto, Canada

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices