Jade Zhou

Jade Zhou

Business Transformation Leader

Role
Managing Director, Firm Strategy and Execution at Morgan Stanley
Location
New York, NY, US
LinkedIn followers
500 followers

About Jade Zhou

Accomplished executive in the financial services industry with a proven track record of driving transformation across M&A integration, strategic growth initiatives, organizational readiness, and regulatory changes. Talent for distilling complex challenges down to fundamentals for defining and executing plans to achieve results. Extensive experience leading complex, cross-functional projects front-to-back, while aligning business objectives with operational excellence to ensure seamless integrations, accelerated growth, and compliance with evolving regulatory standards. Proven ability to navigate high pressure environments and work collaboratively with senior leadership to optimize performance and enhance organizational agility in an ever-changing market landscape. Passionate leader and builder of talented, high-performing teams.Core CompetenciesChange Management l Organizational Readiness l Program Management and Execution l Business Development and Management l Strategic Planning l Staff Development l Cost Reduction/ Optimization l Risk Monitoring and Mitigation

Experience

  1. Managing Director, Firm Strategy and Execution

    Morgan Stanley

    Jan 2024 — Present · US

    Execution of enterprise-wide transformation initiatives against 4 pillars: mergers/acquisitions/divestitures, strategic initiatives, organizational readiness, and regulatory impacts.

Education

  • Washington University in St. Louis - Olin Business School

    BS, Marketing

Skills

  • Technology Adoption
  • Product Development
  • Securities
  • Project Management
  • Program Management
  • Fixed Income
  • Trading
  • Derivatives
  • Change Management
  • Process Improvement
  • Equities
  • Large Scale Deployments
  • Electronic Trading
  • Strategy
  • Process Engineering
  • Operational Risk
  • Equity Derivatives
  • Stakeholder Engagement
  • Migration Projects
  • Trading Systems
  • User Adoption
  • Risk Management

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