Bethaney Windrem
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Bethaney Windrem Email & Phone Number

Senior Manager, Client Segment Engagement and Support at MD Financial Management | Gestion financière MD
Location: Courtice, Ontario, Canada 14 work roles
1 work email found @cma.ca LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

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Work email b****@cma.ca
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Role
Senior Manager, Client Segment Engagement and Support
Location
Courtice, Ontario, Canada
Company size

Who is Bethaney Windrem? Overview

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Quick answer

Bethaney Windrem is listed as Senior Manager, Client Segment Engagement and Support at MD Financial Management | Gestion financière MD, a with 1163 employees, based in Courtice, Ontario, Canada. AeroLeads shows a work email signal at cma.ca and a matched LinkedIn profile for Bethaney Windrem.

Bethaney Windrem previously worked as Manager Regional Administration at Md Financial Management | Gestion Financière Md and Physician Engagement Specialist at Md Financial Management | Gestion Financière Md.

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Email format at MD Financial Management | Gestion financière MD

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{first}.{last}@cma.ca
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AeroLeads found 1 current-domain work email signal for Bethaney Windrem. Compare company email patterns before reaching out.

Profile bio

About Bethaney Windrem

"Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning." - Albert EinsteinI am a very determined, motivated individual who strives to exceed expectations. I am currently RR licensed and have successfully obtained the WME (30-month post-licensing requirement). I have over 19 years of customer service experience; with 12 of those years directly correlated to working the front line in the financial service industry.Are you interested in starting your career journey into the administrative side of Finance? If so, connect with me about opportunities!

Listed skills include Office Administration, Microsoft Office, Finance, Trading, and 15 others.

Current workplace

Bethaney Windrem's current company

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MD Financial Management | Gestion financière MD
Md Financial Management | Gestion Financière Md
Senior Manager, Client Segment Engagement and Support
ottawa, ontario, canada
Website
Employees
1163
AeroLeads page
14 roles

Bethaney Windrem work experience

A career timeline built from the work history available for this profile.

Manager Regional Administration

Canada

• Virtually supervise two national administrative personnel teams • Complete hiring, training, and ongoing performance management.• Implement and monitor all new internal processes through training and coaching. • Coordinate and chair weekly regional administrative meetings to update all administrative staff with new procedures, processes, ideas, and feedback. • Oversees administrative back-up coverage to ensure staffing is adequate.• Provide approval for vacations and ensures staffing requirements are met.• Organize Professional Development days for regional staff. • Complete the Branch Manager Duties as delegated by the Regional Manager and the Chief Compliance Officer.• Participate in various management meetings and conference calls as applicable.• Work with the advisor/consulting teams within the office to ensure administrative staff can deal with client issues.• Participate in, or manage special projects, as required• Promote and encourage the team to share best demonstrated practices among themselves and with other regions.• Supervisory responsibilities for direct reports.• Participate in and lead change initiatives.• Other administrative tasks as required• Promote an environment of Diversity and Inclusion.• Act as the guide and support system for the Regional Administrators, allowing the team to take accountability for their workload.• Partake in team oversight, ensuring the team is supported administratively and can work effectively to plan and execute on the service requirements.

Relationship Leader

Teleperformance Canada

Peterborough On

Dec 2006 - Jun 2008

Senior Relationship Consultant/Mentor

Teleperformance Canada

Peterborough On

Dec 2005 - Dec 2006

Relationship Consultant

Teleperformance Canada

Peterborough On

Apr 2005 - Dec 2005
Team & coworkers

Colleagues at MD Financial Management | Gestion financière MD

Other employees you can reach at cma.ca. View company contacts for 1163 employees →

FAQ

Frequently asked questions about Bethaney Windrem

Quick answers generated from the profile data available on this page.

What company does Bethaney Windrem work for?

Bethaney Windrem works for MD Financial Management | Gestion financière MD.

What is Bethaney Windrem's role at MD Financial Management | Gestion financière MD?

Bethaney Windrem is listed as Senior Manager, Client Segment Engagement and Support at MD Financial Management | Gestion financière MD.

What is Bethaney Windrem's email address?

AeroLeads has found 1 work email signal at @cma.ca for Bethaney Windrem at MD Financial Management | Gestion financière MD.

Where is Bethaney Windrem based?

Bethaney Windrem is based in Courtice, Ontario, Canada while working with MD Financial Management | Gestion financière MD.

What companies has Bethaney Windrem worked for?

Bethaney Windrem has worked for Md Financial Management | Gestion Financière Md, Investors Group, Teleperformance Canada, and Arby'S Restaurant Group, Inc..

Who are Bethaney Windrem's colleagues at MD Financial Management | Gestion financière MD?

Bethaney Windrem's colleagues at MD Financial Management | Gestion financière MD include Elizabeth Giami, Alexandra Walsh, Lori Mcneil, Cameron Chapman, Cpa, Cma, and C. Michael Obst.

How can I contact Bethaney Windrem?

You can use AeroLeads to view verified contact signals for Bethaney Windrem at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.

What skills is Bethaney Windrem known for?

Bethaney Windrem is listed with skills including Office Administration, Microsoft Office, Finance, Trading, Multi Tasking, Interpersonal Skills, Financial Services, and Customer Service.

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