Suggestions
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.
