Tom McKenna possesses extensive experience in the financial services industry, currently serving as Branch Manager at Kawartha Credit Union since October 2014. In this role, Tom leads a team of Member Service Representatives, Lenders, and Investment professionals to assist Members in achieving their financial objectives. Previously, as Assistant Branch Manager, Tom focused on coaching team members and working directly with clients on both short-term and long-term investment goals. Additionally, Tom has experience as an Investment Specialist, simplifying complex investment products for various client profiles. Prior roles include part-time Professor and Consultant at St. Lawrence College, where Tom taught Personal Finance and conducted market assessments, as well as Manager of Customer Service at TD, emphasizing team growth and service excellence. Tom's earlier career includes serving as a Financial Advisor at TD Canada Trust. Tom holds a degree in Business Administration-Marketing from St. Lawrence College and credentials from the Canadian Securities Institute.
Sign up to view 3 direct reports
Get started