Brianna Perez
Vice President @ Morgan Stanley
- Role
- Vice President, Financial Planning Strategy at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Brianna Perez
Hi everyone! My name is Brianna Perez and I am a recent Summa Cum Laude graduate from Baruch College. I received a Bachelor’s of Business Administration (BBA) in Finance and minored in Psychology with an emphasis on Diversity in the Workplace. I previously interned at Morgan Stanley as a Wealth Management Summer Analyst and I returned to the firm full-time within the rotational Wealth Management Analyst program. I was very active on the Baruch College campus in professional organizations, such as the Financial Leadership Program and the Financial Women’s Association. Both of which allowed me to develop my professionalism, industry knowledge, and inquisitive nature. Some of my interests include: photography, fashion, interior design, food/cuisine, blogging, and reading. Feel free to reach out to me!
Experience
Vice President, Financial Planning Strategy
Sep 2025 — Present · US
Education
Baruch College
Bachelor of Business Administration (B.B.A.)
2015 — 2019
Skills
- Strategic Planning
- Adobe Photoshop
- Communication
- Google Docs
- Time Management
- Easily Adaptable
- Microsoft Word
- Data Analysis
- Organization Skills
- Social Media
- Interpersonal Skills
- Microsoft Office
- Problem Solving
- Leadership
- Research
- Microsoft Powerpoint
- Decision-Making
- Public Speaking
- Microsoft Excel
- Teamwork
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