James Walden

James Walden Email and Phone Number

Senior Regional Consultant - Wealth Management Group at MFS Investment Management @ MFS Investment Management
boston, massachusetts, united states
James Walden's Location
Keller, Texas, United States, United States
James Walden's Contact Details
About James Walden

James Walden, is a Senior Regional Consultant - Wealth Management at MFS Fund Distributors, a subsidiary of MFS Investment Management (MFS). His territory includes Registered Investment Advisors and Private Bank relationships in the south central United States. James joined MFS in 2014. Before that, he had served as Vice President, Territory Sales at American Century. Prior experience also includes Senior Pension Consultant, Transamerica; Vice President, Marketing and Sales, Great Plains Trust Company; Midwest Regional Manager of Corporate Retirement Plan Sales, JP Morgan/American Century Retirement Plan Services. James began his career in the financial services industry in 1990.Jim is a graduate of Kansas State University, earning a bachelor’s degree in business finance.

James Walden's Current Company Details
MFS Investment Management

Mfs Investment Management

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Senior Regional Consultant - Wealth Management Group at MFS Investment Management
boston, massachusetts, united states
Website:
mfs.com
Employees:
2385
James Walden Work Experience Details
  • Mfs Investment Management
    Senior Regional Consultant - Wealth Management
    Mfs Investment Management Aug 2022 - Present
    View
  • Mfs Investment Management
    Director, Wealth Management Group
    Mfs Investment Management Nov 2014 - Present
    View
  • American Century Investments
    Vice President, Territory Sales
    American Century Investments Feb 2000 - Nov 2014
    View
  • Transamerica
    Senior Pension Consultant
    Transamerica Feb 1999 - Feb 2000
    Kansas City, Missouri Area
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  • Great Plains Trust Company
    Vice President, Marketing And Sales
    Great Plains Trust Company Jan 1998 - Jan 1999
    Kansas City, Missouri Area
    View
  • Jp Morgan/American Century Retirement Plan Services
    Midwest Regional Manager Of Corporate Retirement Plan Sales
    Jp Morgan/American Century Retirement Plan Services Jan 1995 - Jan 1998
  • American Century Investments
    Institutional Marketing Representative
    American Century Investments Jan 1993 - Jan 1995
    View
  • American Century Investments
    Institutional Service Representative
    American Century Investments Jul 1990 - Jan 1993
    View

James Walden Skills

Retirement Planning Mutual Funds Series 63 Investment Management Investment Advisory Etfs Separately Managed Accounts Pensions Asset Allocation Investment Strategies Investments Wealth Management Portfolio Management Strategic Financial Planning Asset Management Money Management Fixed Income Portfolio Management Stock Market Capital Markets Series 6 Wealth Accumulation Strategies Retirement Wealth Management Services

James Walden Education Details

Frequently Asked Questions about James Walden

What company does James Walden work for?

James Walden works for Mfs Investment Management

What is James Walden's role at the current company?

James Walden's current role is Senior Regional Consultant - Wealth Management Group at MFS Investment Management.

What is James Walden's email address?

James Walden's email address is kj****@****zon.net

What schools did James Walden attend?

James Walden attended Kansas State University.

What skills is James Walden known for?

James Walden has skills like Retirement Planning, Mutual Funds, Series 63, Investment Management, Investment Advisory, Etfs, Separately Managed Accounts, Pensions, Asset Allocation, Investment Strategies, Investments, Wealth Management.

Who are James Walden's colleagues?

James Walden's colleagues are Daniel Eisemann, John Hamm, Matthew Teatom, Mba, Michael Taylor, Francis Coleman, Kevin Dyer, Caroline Mahoney.

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