Emily Walton
Bentley University
Tell me more about Emily Walton?
Emily Walton is a Financial Planning Consultant at MassMutual, where she collaborates closely with financial advisors to provide comprehensive financial plans and recommendations. She helps clients achieve their financial goals and focuses on introducing new technologies to the field. Emily holds a B.S. from Bentley University and a minor in Finance from Harvard University. She has a strong interest in economics and has worked at Morgan Stanley for several years, gaining valuable experience in strategic management and financial budgeting. Emily is also an active alumnus and volunteer at her high school, Notre Dame Academy.
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About
As a Financial Planning Consultant at MassMutual, I work closely with our financial advisors to produce comprehensive financial plans and written recommendations for their clients. I help find solutions for the clients of MassMutual and help them feel comfortable reaching their financial goals. In addition to financial planning, I work with our team to introduce new technologies to the field and train them in our processes. Prior to MassMutual, I began my career at Morgan Stanley working with the Griffith Wheelwright Group. At Morgan Stanley, I was able to establish my base financial planning knowledge and interact with clients to help them to be confident in their financial future. I also had a large role in introducing new technologies to the advisors and establish best practices for utilizing them in our day to day. I received my B.S. From Bentley University in Managerial Economics, a concentration in International Business, and a minor in Finance. I have discovered a deep interest in economics through studying at Harvard University in high school and through my continuation of studying economics at Bentley. I joined Alpha Phi at Bentley and was previously Vice President of Membership Recruitment for their executive council. Through that role, I was able to practice strategic management of multiple teams working to secure common goals, focus on financial budgeting, and organizing and analyzing large scale data on short term deadlines. I remain an active alumnus. Outside of MassMutual, I am a member of the French Cultural Center in Boston. I also remain an active alumnus and volunteer at my high school, Notre Dame Academy. I love to travel, especially to France where I have spent summers for the past 14 years. I also enjoy cooking (thanks to my Italian father) and teach classes at bTone Fitness.
...See MoreWork Experience
Financial Planning Consultant
Financial Planning Consultant
Financial Services
Emily Walton's Professional Milestones
- Financial Planning Consultant: Creating comprehensive financial plans that drive client success and maximize profitability.
- Finance Intern (2015-10-01~2016-05-01): Developed and implemented efficient financial strategies, resulting in increased profitability and improved company performance.
Education
Economics,
Bachelors,
Bachelor Of Science,
Business/managerial Economics
2012-2016Skill
Microsoft Excel
Microsoft Office
Microsoft Word
Social Media
Powerpoint
Time Management
Outlook
Leadership
Teamwork
Social Networking
Java
Customer Service
Public Speaking
Bloomberg Terminal
Event Planning
Research
Money Guide Pro
Microsoft Powerpoint
Finance
Certification
Colleagues
Dwayne Holloman
Business Owner at YCE PRODUCTIONS
Kevin Perrigo, Ph.D., CSPO
Product Management | Product Owner | Change Management | Insurance Claims | Regulatory Compliance | Contract Management
Kim Johnson
product owner at massmutual #afrotech2023
Jordan Villa
product owner at massmutual cspo
Jeffrey Letendre
product owner - content collaboration
Other Named Emily Walton
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Emily Walton's social media include: Linkedin,
Emily Walton works for MassMutual
Emily Walton's role in MassMutual is Financial Planning Consultant
Emily Walton works in the industry of Financial Services
Emily Walton's colleagues are Dwayne Holloman,Kevin Perrigo, Ph.D., CSPO,Kim Johnson
Emily Walton's latest job experience is Financial Planning Consultant at MassMutual
Emily Walton's latest education in Bentley University