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Bridget Todd

Vice President - Financial Wellness Program Strategy

Bridget Todd is a financial professional currently serving as Vice President of Client Engagement Strategy & Execution at Morgan Stanley.3 She holds the Certified Financial Planner (CFP®) designation, indicating her expertise in financial planning and wealth management.23

Professional Background

Bridget's career is primarily focused on the financial services industry, with a particular emphasis on client engagement and strategy. Her role at Morgan Stanley involves developing and implementing strategies to enhance client relationships and financial wellness programs.3

Education

Bridget Todd received her education from Quinnipiac University's School of Business.3 This educational background has likely provided her with a strong foundation in business principles and financial management, which she applies in her current role.

Skills and Expertise

As a Certified Financial Planner, Bridget possesses a comprehensive understanding of various aspects of financial planning, including:

  • Investment management
  • Retirement planning
  • Tax strategies
  • Estate planning
  • Risk management

Her position at Morgan Stanley suggests that she has developed strong leadership skills and a deep understanding of client needs in the financial services sector.

Professional Network

Bridget Todd maintains an active presence on LinkedIn, where she is connected with over 500 professionals in her network.1 This extensive network likely contributes to her ability to stay informed about industry trends and best practices in financial wellness and client engagement strategies.

Highlights

Oct 30 · CNBC
This is the best place to put your money you plan to spend 2 years from now - CNBC
Oct 30 · CNBC
This is the best place to put your money you plan to spend 2 years from now - CNBC
This is the best place to put your money you plan to spend 2 years from now - CNBC

Related Questions

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Location

New York, New York, United States