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Morgan Stanley Fortune 500 TURBO Report

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Morgan Stanley Fortune 500 TURBO Report

Last updated: October 17, 2019

Morgan Stanley
1585 Broadway
New York, NY 10036
United States
Phone: (212)-761-4000
Website: http://www.morganstanley.com
Sector: Financial Services
Industry: Capital Markets
Full Time Employees: 59,513

The Morgan Stanley databahn TURBO Report was researched and developed with the IT sales executive and the IT marketer in mind. Our goal is simple; eliminate the costly research time and help you identify new sales revenue opportunities.

Top 10 reasons to buy the Morgan Stanley databahn TURBO company profile report:

  1. Create a better and more informed RFP Response proposal
  2. Brief your C-level executives before a sales call
  3. Eliminate the time it takes to build a strategic account plan
  4. Develop more effective account based marketing (ABM) programs
  5. Discover sales opportunities you're not aware of
  6. Understand the competitive landscape in the account
  7. Ramp up new sales reps faster in new accounts
  8. Need accurate contact information & org charts
  9. Insights into IT projects & initiatives
  10. Expand footprint in existing large enterprise accounts

Some of the insights & detailed information you can expect to see in the Morgan Stanley databahn TURBO Report:

  • Comprehensive Business Description
  • Latest Earnings Call Highlights from the CEO
  • Accurate Contacts for the Executive Leadership Team and Board of Directors
  • Detailed Org Charts on corporate structure, board of directors, and the executive leadership team
  • Hand curated content from selected articles, interviews, case studies, and success stories (representing dozens of hours of research)
  • Technology Executive Insights to existing IT & telecom systems, projects, initiatives, and internal code names for applications, systems, and IT business units
  • Insights gleaned from technology related job descriptions
  • Important excerpts and highlights from the Annual Report (10-K)

Available for download now!


 

MORGAN STANLEY EXECUTIVE LEADERSHIP

NAME TITLE COMPANY EMAIL
Andrew Sheets Managing Director, Head of Cross Asset Strategy Morgan Stanley *****@morganstanley.com
Anish Shah Managing Director, Global Capital Markets Morgan Stanley *****@morganstanley.com
Audrey Choi Chief Marketing Officer and Chief Sustainability Officer Morgan Stanley *****@morganstanley.com
Benjamin Swinburne Head of U.S. Media Research Morgan Stanley *****@morganstanley.com
Bjarne Stroustrup Managing Director and Technical Fellow, Technology Morgan Stanley *****@morganstanley.com
Carla Harris Vice Chairman, Global Wealth Management and Senior Client Advisor Morgan Stanley *****@morganstanley.com
Chris Roth Head of Global Multi-Sector for Global Fixed Income Morgan Stanley *****@morganstanley.com
Clare Woodman Head of EMEA and CEO of Morgan Stanley & Co. International Plc Morgan Stanley *****@morganstanley.com
Dan Skelly Executive Director, Head of Wealth Management's Equity Model Portfolio Solutions and Market Strategy Morgan Stanley *****@morganstanley.com
Daniel DiBiasio Managing Director, Wealth Management Morgan Stanley *****@morganstanley.com
David Bokman Managing Director, Wealth Management Morgan Stanley *****@morganstanley.com
Eisuke Kimoto Executive Director, Global Capital Markets Morgan Stanley *****@morganstanley.com
Ellen Zentner Managing Director, Chief U.S. Economist Morgan Stanley *****@morganstanley.com
Evan Damast Managing Director, Global Head of Equity and Fixed Income Syndicate, Global Capital Markets Morgan Stanley *****@morganstanley.com
Gokul Laroia Head of Asia Equities and Co-CEO of Asia Pacific Morgan Stanley *****@morganstanley.com
Jen Easterly Global Head of Cybersecurity Fusion Center Morgan Stanley *****@morganstanley.com
Jessica Alsford Managing Director, Head of the Global Sustainability Research Team Morgan Stanley *****@morganstanley.com
Jim Caron Managing Director & Portfolio Manager, Morgan Stanley Investment Management Morgan Stanley *****@morganstanley.com
Kara Underwood Managing Director, Head of Talent and Learning Strategy, Wealth Management Morgan Stanley *****@morganstanley.com
Katy Huberty Managing Director, Research Morgan Stanley *****@morganstanley.com
Kimberly Greenberger Managing Director, Retail Research Morgan Stanley *****@morganstanley.com
Mandell Crawley Head of Private Wealth Management Morgan Stanley *****@morganstanley.com
Martin L. Leibowitz Managing Director, Vice Chairman of Research Morgan Stanley *****@morganstanley.com
Matthew Harrison Managing Director, Head of Biotech Industry Research Morgan Stanley *****@morganstanley.com
Melanie Schnoll Begun Managing Director, Head of Philanthropy Management Morgan Stanley *****@morganstanley.com
Michael Zezas Managing Director, Head of U.S. Public Policy & Municipal Credit Strategy Morgan Stanley *****@morganstanley.com
Rachel Wilson Managing Director, Technology Risk Morgan Stanley *****@morganstanley.com
Ruchir Sharma Head of Emerging Markets and Chief Global Strategist for Morgan Stanley Investment Management Morgan Stanley *****@morganstanley.com
Stan DeLaney Managing Director, Investment Management Morgan Stanley *****@morganstanley.com
Susan Reid Morgan Stanley's Global Head of Diversity and Inclusion Morgan Stanley *****@morganstanley.com
Vishwanath Tirupattur Managing Director, Research Morgan Stanley *****@morganstanley.com
Wei Christianson CEO Morgan Stanley China, Co-CEO Morgan Stanley Asia Pacific Morgan Stanley *****@morganstanley.com
Yuki Hashimoto Managing Director, Head of Fixed Income, Japan and Head of Fixed Income Distribution, Asia Morgan Stanley *****@morganstanley.com




MORGAN STANLEY BOARD OF DIRECTORS

NAME TITLE COMPANY EMAIL
Alistair Darling A member of the House of Lords in the British Parliament and non-executive Chair and trustee of the Standard Life Foundation Morgan Stanley *****@morganstanley.com
Andrew Sheets Managing Director, Head of Cross Asset Strategy Morgan Stanley *****@morganstanley.com
Anish Shah Managing Director, Global Capital Markets Morgan Stanley *****@morganstanley.com
Audrey Choi Chief Marketing Officer and Chief Sustainability Officer of Morgan Stanley Morgan Stanley *****@morganstanley.com
Benjamin Swinburne Head of U.S. Media Research Morgan Stanley *****@morganstanley.com
Bjarne Stroustrup Managing Director and Technical Fellow, Technology Morgan Stanley *****@morganstanley.com
Carla Harris Vice Chairman, Global Wealth Management and Senior Client Advisor Morgan Stanley *****@morganstanley.com
Chris Roth Head of Global Multi-Sector for Global Fixed Income Morgan Stanley *****@morganstanley.com
Clare Woodman Head of EMEA and CEO of Morgan Stanley & Co. International Plc Morgan Stanley *****@morganstanley.com
Dan Skelly Executive Director, Head of Wealth Management's Equity Model Portfolio Solutions and Market Strategy Morgan Stanley *****@morganstanley.com
Daniel DiBiasio Managing Director, Wealth Management Morgan Stanley *****@morganstanley.com
David Bokman Managing Director, Wealth Management Morgan Stanley *****@morganstanley.com
Dennis M. Nally Former Chairman of PricewaterhouseCoopers International Ltd. Morgan Stanley *****@morganstanley.com
Eisuke Kimoto Executive Director, Global Capital Markets Morgan Stanley *****@morganstanley.com
Elizabeth Corley Former Global CEO Allianz Global Investors (U.K.) Ltd. Morgan Stanley *****@morganstanley.com
Ellen Zentner Managing Director, Chief U.S. Economist Morgan Stanley *****@morganstanley.com
Evan Damast Managing Director, Global Head of Equity and Fixed Income Syndicate, Global Capital Markets Morgan Stanley *****@morganstanley.com
Gokul Laroia Head of Asia Equities and Co-CEO of Asia Pacific Morgan Stanley *****@morganstanley.com
Hutham S. Olayan Chair of The Olayan Group Morgan Stanley *****@morganstanley.com
James P. Gorman Chairman and CEO Morgan Stanley *****@morganstanley.com
Jami Miscik CEO and Vice Chair of Kissinger Associates, Inc. and a director of General Motors Morgan Stanley *****@morganstanley.com
Jen Easterly Global Head of Cybersecurity Fusion Center Morgan Stanley *****@morganstanley.com
Jessica Alsford Managing Director, Head of the Global Sustainability Research Team Morgan Stanley *****@morganstanley.com
Jim Caron Managing Director & Portfolio Manager, Morgan Stanley Investment Management Morgan Stanley *****@morganstanley.com
Kara Underwood Managing Director, Head of Talent and Learning Strategy, Wealth Management Morgan Stanley *****@morganstanley.com
Katy Huberty Managing Director, Research Morgan Stanley *****@morganstanley.com
Kimberly Greenberger Managing Director, Retail Research Morgan Stanley *****@morganstanley.com
Mandell Crawley Head of Private Wealth Management Morgan Stanley *****@morganstanley.com
Martin L. Leibowitz Managing Director, Vice Chairman of Research Morgan Stanley *****@morganstanley.com
Mary L. Schapiro Vice Chair for Global Public Policy and Special Advisor to the Founder and Chairman of Bloomberg L.P. Morgan Stanley *****@morganstanley.com
Matthew Harrison Managing Director, Head of Biotech Industry Research Morgan Stanley *****@morganstanley.com
Melanie Schnoll Begun Managing Director, Head of Philanthropy Management Morgan Stanley *****@morganstanley.com
Michael Zezas Managing Director, Head of U.S. Public Policy & Municipal Credit Strategy Morgan Stanley *****@morganstanley.com
Nobuyuki Hirano Chairman of Mitsubishi UFJ Financial Group, Inc. Morgan Stanley *****@morganstanley.com
Perry M. Traquina Former Chairman, CEO and Managing Partner of Wellington Management Company LLP and a director at The Allstate Corporation and eBay Inc. Morgan Stanley *****@morganstanley.com
Rachel Wilson Managing Director, Technology Risk Morgan Stanley *****@morganstanley.com
Rayford Wilkins, Jr. Former CEO of Diversified Businesses of AT&T and director of Caterpillar Inc. and Valero Energy Corporation Morgan Stanley *****@morganstanley.com
Robert H. Herz A director of the Federal National Mortgage Association (Fannie Mae), Workiva Inc., Paxos Trust Company and the Sustainability Accounting Standards Board Morgan Stanley *****@morganstanley.com
Ruchir Sharma Head of Emerging Markets and Chief Global Strategist for Morgan Stanley Investment Management Morgan Stanley *****@morganstanley.com
Stan DeLaney Managing Director, Investment Management Morgan Stanley *****@morganstanley.com
Susan Reid Morgan Stanley's Global Head of Diversity and Inclusion Morgan Stanley *****@morganstanley.com
Takeshi Ogasawara An Advisor of MUFG Bank, Ltd. Morgan Stanley *****@morganstanley.com
Thomas H. Glocer Former CEO of Thomson Reuters Corporation and founder and managing partner of Angelic Ventures, L.P. and director of Merck & Co., Inc., and K2 Intelligence Morgan Stanley *****@morganstanley.com
Vishwanath Tirupattur Managing Director, Research Morgan Stanley *****@morganstanley.com
Wei Christianson CEO Morgan Stanley China, Co-CEO Morgan Stanley Asia Pacific Morgan Stanley *****@morganstanley.com
Yuki Hashimoto Managing Director, Head of Fixed Income, Japan and Head of Fixed Income Distribution, Asia Morgan Stanley *****@morganstanley.com

 

7 KEYS TO OPEN DOORS AT MORGAN STANLEY

Morgan Stanley partners with Box

  • Morgan Stanley Wealth Management will be using Box Platform, Box KeySafe and Box Governance to provide an encrypted vault to facilitate sharing of documents like wills, deeds, estate plans, financial statements and tax filings with financial advisors.
  • The cloud-based solution supports two-way sharing and can be accessed through Morgan Stanley Online and the firm’s mobile app. Documents can be uploaded via those same platforms and notifications will be pushed to both clients and advisors. Advisors or clients can comment on uploaded documents, increasing their value as tools of communication.


Morgan Stanley Expansion Capital sells DocuWare

  • Morgan Stanley Expansion Capital has sold cloud document management firm DocuWare to Japan’s Ricoh for an undisclosed sum.
  • Headquartered in Germany and the US, DocuWare is said to currently provide document management and workflow automation software to over 12,000 customers in more than 90 countries.
  • Morgan Stanley was DocuWare’s first private equity investor, and since that investment the company’s business scale is said to have tripled, partly through the acquisition of competitor Westbrook Technologies, a Connecticut, US-based provider of content services software.


Morgan Stanley Center of Excellence Readies Bank for AI’s Data Demands

  • Morgan Stanley has set up a Data Center of Excellence to help address the ongoing deluge and complexity of enterprise data and to help develop artificial intelligence applications that rely on high-quality data.
  • “The reason we have the Center of Excellence is we want to continue to build on AI, and we understand this is one of the foundational areas that is needed,” said Katherine Wetmur, Head of Quality Assurance and Production Management, who is transitioning into the role of international Chief Information Officer.


Morgan Stanley’s second-in-command, Colm Kelleher, is retiring

  • Mr. Kelleher, who joined Morgan Stanley in 1989, is older than Chief Executive James Gorman and wasn’t considered a candidate to succeed him. As the firm’s president, he has overseen its restructuring from an undisciplined and error-prone investment bank to a more stable financial-services giant.


Morgan Stanley to Acquire Solium

  • Morgan Stanley has entered into a definitive agreement to acquire Solium Capital Inc. (TSX: SUM) (“Solium”), a leading global provider of software-as-a-service (SaaS) for equity administration, financial reporting and compliance. With this acquisition, Morgan Stanley is positioned to be an industry leader in Workplace Wealth Solutions, bringing together a major stock plan administration platform with a leading Wealth Management business.
  • Solium’s 3,000 stock plan clients, with one million participants, include Instacart, Levi Strauss, Shopify and Stripe and a range of fast growing private companies, as well as newly public companies.


Morgan Stanley hires financial technology executive Liezel McCord

  • McCord will join the bank as a managing director in its Data Center of Excellence, a group that works with the bank’s businesses to boost data innovation, security and efficiency.
  • Based in London, McCord will help define principles and procedures for Morgan Stanley to manage its data and work on the creation and implementation a new firm-wide data policy, the memo said.


Morgan Stanley Capital Partners Completes Investment in Clarity Software Solutions

  • Headquartered in Madison, CT, Clarity is a data and technology driven provider of member communication solutions for health insurance payors, third party administrators (“TPAs”), and dental insurance companies.
  • Steve Rodgers, Managing Director of Morgan Stanley Capital Partners, said, “We are excited to partner with Clarity and its talented management team. The company has developed an innovative product that addresses the complex process of member communications for today’s healthcare organizations and we look forward to working together to build on this growth.”