Corey Wallace

About Corey Wallace

With over a decade of experience in financial services and operational leadership, I currently serve as Director of Wealth Management Operations at Morgan Stanley. My core competencies include human capital management, risk operations, and governance planning, which align with Morgan Stanley’s commitment to building a culture of operational excellence and employee empowerment. I am passionate about fostering collaboration, driving innovation, and ensuring compliance to create a seamless and efficient organizational environment. At Morgan Stanley, I provide strategic support to the Baltimore COO, overseeing governance initiatives, site operations, and employee engagement functions. I lead the implementation of comprehensive communication strategies, including leadership presentations, newsletters, and digital platforms, while managing corporate events and charitable activities. My role also involves budgeting, expense management, and ensuring the highest standards of operational risk management in collaboration with global teams. My expertise in human capital and risk operations drives impactful outcomes for the organization.

Experience

1. Human Capital Director

   Morgan Stanley

   Apr 2022 — Present

   Provide strategic support to the Baltimore COO in managing site operations, governance initiatives, and executive business functions for the global center.Drive sitewide communications strategy, including newsletters, leadership presentations, and digital platforms.Lead planning and execution of corporate events: employee networking, senior leadership visits, public engagements, and charitable activities.Oversee site governance and risk management planning, ensuring compliance and operational efficiency.Manage budgeting and expense processes, including forecasting, approvals, and reporting.Collaborate with U.S. Global center COO teams on communications, governance, and strategic initiatives.Key contributions:Successfully executed multiple high-profile events, increasing employee engagement and senior stakeholder satisfaction.Improved budget tracking and expense management processes, reducing approval delays and enhancing reporting accuracy.

Education

• University of Phoenix

  Bachelor of Business Administration (BBA), Business/Corporate Communications

  2009 — 2017

• University of Phoenix

  Master of Business Administration

• Milford Mill Academy

  High School Diploma

Skills

• Finance
• Customer Retention
• Financial Analysis
• Sales Management
• Credit
• Loans