Justin Walter Email & Phone Number
@edelmanfinancialengines.com
2 phones found area 209
LinkedIn matched
Who is Justin Walter? Overview
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Justin Walter is listed as Director, Finance at Edelman Financial Engines, a 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.
Email format at Edelman Financial Engines
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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.
Justin Walter's current company
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Justin Walter work experience
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Senior Manager, Finance
Financial Analysis Manager
Senior Analyst, Strategy And Analytics
Consultant, Enterprise Digital Planning
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, and communicate testing strategies for people, process, and technology improvements. Utilize appropriate project management and problem solving techniques, including Business Transformation Planning, Six Sigma, and Agile methodologies, to identify problem root causes and develop future state requirements for large and complex digital capabilities. Oversee the drafting, design, and presentation of project results to members of senior leadership team. • 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 quality reporting for agents.• 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 state, and knowledge management plan for enterprise function owners.
Manager, Direct Sales And Service
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 communication of a focused relationship management process and the American Century Investments brand, culture, vision, values, and operating principles. Manage and oversee group compliance through principal review process, including supervisory responsibility for client contact, escalations, and dispute resolution. • 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 payout plans. • 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.
Lead Specialist, Direct Sales And Service
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 implemented training program for new Outbound Team representatives. Evaluate and adjust forecast models for changes in staffing to ensure campaign progress is not interrupted. Monitor and adjust daily workflow for outbound representatives. 2011 Guiding Principles nomination for Contact Center Outbound Team and winner of individual Value Award for Direct Sales and Service
Retail Sales Consultant
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 compliance. Achieved top 15% attainment in the Greater Midwest Region out of 500 associates. Oversaw employee overrides on sales and account issues. Maintained a 98% year-end procedural compliance score.
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 voume daily cash flow with no mistakes. Exceeded margin-per-hour quotes every month since October 2007
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Kristin Marouchoc
Colleague at Edelman Financial EnginesGreater Boston, United States
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Amber Keene
Colleague at Edelman Financial EnginesAustin, Texas, United States
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Steve Czech
Colleague at Edelman Financial EnginesGreater Chicago Area, United States
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Kristopher Nuttall
Colleague at Edelman Financial EnginesSewickley, Pennsylvania, United States
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Eloise Ruth
Colleague at Edelman Financial EnginesLas Vegas, Nevada, United States
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Diane Schaff
Colleague at Edelman Financial EnginesOcala, Florida, United States
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Sean Bowers, Crpc®
Colleague at Edelman Financial EnginesGlendale, Arizona, United States
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Vallapuzha Sandhya
Colleague at Edelman Financial EnginesPalo Alto, California, United States
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Marcia Wimmer
Colleague at Edelman Financial EnginesSterling, Virginia, United States
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Diane Jensen
Colleague at Edelman Financial EnginesHillsborough County, New Hampshire, United States
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Justin Walter education
Master Of Business Administration (M.B.A.), Finance
Bachelor'S Degree, Finance, Real Estate
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 Director, 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 Kristin Marouchoc, Amber Keene, Steve Czech, Kristopher Nuttall, and Eloise Ruth.
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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