Isaac Peress
Virtual Engagement Associate at Morgan Stanley
- Role
- Senior at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Isaac Peress
The digital world allows us to connect, share and spread information like never before, but it also allows people to hide behind their digital image. And, while social media posts and polished digital profiles are essential to a company’s growth, values such as teamwork, hard work, and sincerity are still integral to a company’s success. I bring these values, along with the desire to solve problems and build genuine relationships to help whomever I’m working with achieve success.
Experience
Senior
Jul 2024 — Present
Spearheaded analysis of engagement metrics to guide strategic decisions for 400+ institutional relationships managing $4B in plan assets. Delivered weekly data-driven presentations to senior leadership, boosting participant engagement Partnered with cross-functional teams (data, marketing, compliance) to optimize product offerings and operational processes. Expanded outreach through virtual platforms, tailoring financial education to retirement participants to strengthen retention.
Education
Syracuse University - Maxwell School
Bachelor's degree, Geography
Syracuse University
Bachelor of Arts, Geography
Langley High School
High School Diploma
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