Wesley Warren

Background

About Wesley Warren

As a Financial Planning Case Consultant at MassMutual, with over seven years of experience as a financial professional, I help clients achieve their financial goals by leveraging my diverse skills and experience in hospitality and finance. I hold Series 7, 24, and 66 licenses, and have multiple master's degrees in accounting, finance, and investment portfolio management. I am also an aspiring Certified Financial Planner (CFP) candidate at the Boston Institute of Finance, pursuing my passion for learning and expanding my knowledge in the financial planning field. In addition to my role at MassMutual, I have over eight years of entrepreneurial experience in co-founding and managing Everlasting Affairs, LLC, a successful event planning company that provides high-quality and personalized services to clients across various industries and occasions. I also served as the Vice President and Treasurer of the MoyaMoya Foundation Co, a non-profit organization that supports patients with a rare cerebrovascular disorder, where I oversaw the financial operations, tax reporting, and fundraising activities. Through these endeavors, I demonstrate my problem-solving, leadership, and collaboration skills, as well as my commitment to diversity and inclusion, social impact, and customer satisfaction