Justin Walter
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Justin Walter Email & Phone Number

Senior Finance Manager @ Edelman Financial Engines | MBA in Finance at Edelman Financial Engines
Location: Riverside, Missouri, United States 8 work roles 2 schools
1 work email found @edelmanfinancialengines.com 2 phones found area 209 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@edelmanfinancialengines.com
Direct phone (209) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Senior Finance Manager @ Edelman Financial Engines | MBA in Finance
Location
Riverside, Missouri, United States
Company size

Who is Justin Walter? Overview

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Quick answer

Justin Walter is listed as Senior Finance Manager @ Edelman Financial Engines | MBA in Finance at Edelman Financial Engines, a company with 1029 employees, based in Riverside, Missouri, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 209, and a matched LinkedIn profile for Justin Walter.

Justin Walter previously worked as Senior Manager, Finance at Edelman Financial Engines and Financial Analysis Manager at Edelman Financial Engines. Justin Walter holds Master Of Business Administration (M.B.A.), Finance from Avila University.

Company email context

Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Justin Walter. Compare company email patterns before reaching out.

Profile bio

About Justin Walter

Leading a team of analysts at Edelman Financial Engines, I provide financial insights and recommendations that support strategic decision-making and business growth. With over 8 years of experience in finance, strategy, and analytics, I have a track record of delivering top-tier results, challenging the status quo, and developing tailored solutions for complex problems.I am passionate about driving positive transformation in the financial services industry, using my analytical, competitive, and relator strengths. I have a master's degree in business administration with a focus on finance, and I have completed multiple certifications in Excel time series and regression models for business forecasting. I am also motivated by learning new ideas and perspectives and building strong relationships with internal and external stakeholders.

Listed skills include Sales, Management, Mutual Funds, Leadership, and 32 others.

Current workplace

Justin Walter's current company

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Edelman Financial Engines
Edelman Financial Engines
Senior Finance Manager @ Edelman Financial Engines | MBA in Finance
sunnyvale, california, united states
Employees
1029
AeroLeads page
8 roles

Justin Walter work experience

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

Senior Analyst, Strategy And Analytics

Financial Engines

Kansas City, Missouri Area

May 2017 - Mar 2021

Consultant, Enterprise Digital Planning

Columbus, Ohio Area

  • Lead project teams responsible for executing on Nationwide’s strategic vision through major strategy, continuous improvement, and pre-initiate projects for Nationwide’s Direct and Internet business. Design, measure.
  • Project Lead for Quality Transformation Planning initiative: Identified 18 pain points and designed 6 initiatives to increase quality monitoring sample from approximately 2% of calls to 100% of calls, while simplifying.
  • Designed transition strategy to move Click-to-Chat responsibility from unlicensed individuals to licensed agents, which ultimately increased online chat customer satisfaction by 80%.
  • Project Lead for Enterprise Digital Personalization Strategy initiative: Identified required capabilities for delivering personalized experiences, sequenced maturity models, iterative technology tests to define current.
Feb 2014 - May 2017

Manager, Direct Sales And Service

Kansas City, Missouri Area

  • Hire, manage, and develop a team of licensed representatives to maximize quality, productivity and effectiveness. Ensure that each client interaction generates maximum value for the client and company through.
  • Managed team that created $55 million worth of new business leads with a 68% close rate between January 2013 and January 2014.
  • Project leader on initiative to overhaul representative yearly incentive plan to better align plan with company and representative goals, creating greater transparency between representatives and management regarding.
  • Developed and automated new reporting methods for business development metrics to give managers superior information for performance management.
  • Coached and developed representatives, 70% of whom received promotions to new positions in the company within 6 months.
  • Developed representative-driven education programs around topics such as portfolio analysis, investment risk factors, mutual fund flow of funds, and security selection.
Oct 2012 - Jan 2014

Lead Specialist, Direct Sales And Service

Kansas City, Missouri Area

Founding member of the Contact Center Outbound Team. Mentored a team of 8-10 outboud representatives. Responsible for monitoring call quality monthly and reporting results to manager. Analyzed campaign progress and prepared weekly progress reports for Senior Management. Member of SmartDesk 2.0 pilot group and Asset Allocation Advocate. Developed and.

Oct 2010 - Oct 2012

Retail Sales Consultant

Kansas City, Missouri Area

Handled all administrative aspects of customer accounts. Educated customers on current products and services. Maintained working knowledge of rapidly changing technology. Exceeded sales quotas in new customers, contract renewals, account feature attachment rate, accessory attachment rate, new wired subscribers, training compliance, and procedural.

Jun 2009 - Oct 2010

Home Entertainment Specialist

Directed the marketing and sales of all in-store televisions and home theaters. Managed inventory through use of sales to satisfy unique customer needs. Pre-qualified customers for firedog home theater installation and followed up to endure customer satisfaction. Maintained proper cash count and closed-out registers against day end counts; managed high.

Oct 2007 - Apr 2009
Team & coworkers

Colleagues at Edelman Financial Engines

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2 education records

Justin Walter education

FAQ

Frequently asked questions about Justin Walter

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

What company does Justin Walter work for?

Justin Walter works for Edelman Financial Engines.

What is Justin Walter's role at Edelman Financial Engines?

Justin Walter is listed as Senior Finance Manager @ Edelman Financial Engines | MBA in Finance at Edelman Financial Engines.

What is Justin Walter's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Justin Walter at Edelman Financial Engines.

What is Justin Walter's phone number?

AeroLeads has found 2 phone signal(s) with area code 209 for Justin Walter at Edelman Financial Engines.

Where is Justin Walter based?

Justin Walter is based in Riverside, Missouri, United States while working with Edelman Financial Engines.

What companies has Justin Walter worked for?

Justin Walter has worked for Edelman Financial Engines, Financial Engines, Nationwide, American Century Investments, and At&T Mobility.

Who are Justin Walter's colleagues at Edelman Financial Engines?

Justin Walter's colleagues at Edelman Financial Engines include Charlotte Babler, Min Kim, Zachary Boston, Lynn Gill, and Brendan Dillon.

How can I contact Justin Walter?

You can use AeroLeads to view verified contact signals for Justin Walter at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Justin Walter attend?

Justin Walter holds Master Of Business Administration (M.B.A.), Finance from Avila University.

What skills is Justin Walter known for?

Justin Walter is listed with skills including Sales, Management, Mutual Funds, Leadership, Direct Sales, Customer Experience, Investments, and Call Centers.

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