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Patrick Kelly

National Lead - Client Administrative Services at MD Financial Management

Patrick Kelly has a diverse work experience in the financial services industry. Patrick started their career at Desjardins as a Financial Advisor from 2010 to 2014. In 2014, they joined MD Financial Management as a Senior Trade Centre Representative and later became a Trade Centre Team Lead from 2017 to 2020. Patrick then took on the role of Regional Accounts Lead at MD Management Limited from 2020 to 2022. Patrick further advanced their career as a Regional Manager from 2022 to 2023. Currently, they work as the National Lead for Client Administrative Services at MD Financial Management.

Patrick Kelly obtained their Bachelor of Business Administration - BBA degree in Gestion des PME | SMB Management from Université du Québec en Outaouais. Patrick also holds additional certifications as a Branch Manager and Registered Representative from IIROC (Investment Industry Regulatory Organization of Canada) in 2018 and 2015 respectively.

Links

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Timeline

  • National Lead - Client Administrative Services

    December, 2023 - present

  • Regional Manager

    May, 2022

  • Regional Accounts Lead, MD Management Limited |responsable Aux Comptes Régionaux, Gestion MD Limitée

    February, 2020

  • Trade Centre Team Lead, MD Management Limited

    January, 2017

  • Senior Trade Centre Representative, MD Management Limited

    August, 2014

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