Annie Whalen

Vice President FI Sales - Morgan Stanley | Series 7, 63, 65

Role: Vice President at Morgan Stanley
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Vice President
Morgan Stanley
Jan 2024 — Present · New York, NY, US

Education

Shanghai University of Finance and Economics
Semester Abroad, International Finance
2015 — 2015
Bentley University
Bachelor of Science (BS), Finance and Global Perspectives
2013 — 2016

Skills

Team Leadership
Interpersonal Communication Abilities
Strategic Leadership
Teamwork
Social Networking
Microsoft Word
Outlook
Powerpoint
Microsoft Excel
Social Media
Time Management
Project Management
Data Analysis
Social Media Marketing
Financial Analysis
Bloomberg
Factset
Capital Iq
Dcf

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
a••••••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••59

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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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Experience

Vice President

Education

Shanghai University of Finance and Economics

Bentley University

Skills

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