Kristin Peta

Strategy, Planning and Communications | Chief Operating Officer

Role: Strategic Projects at Morgan Stanley
Location: New York, NY, US
LinkedIn followers: 500 followers

About Kristin Peta

Accomplished financial services professional with a broad range of skills in client strategy, finance, marketing/communication, and compliance/regulatory. A pragmatic, decisive, and results-oriented leader with a proven track record in strategic thinking and execution across complex, global businesses.

Experience

Strategic Projects
Morgan Stanley
Mar 2020 — Present · New York, NY, US

Education

University of Southern California
Master of Business Administration (M.B.A.)
University of Southern California
Bachelor’s Degree

Skills

Investment Banking
Fixed Income
Equities
Strategy
Capital Markets
Financial Modeling
Executive Management
Finance
Client Strategy
Customer Relationship Management (Crm)
Financial Analysis
Valuation
Corporate Finance
Financial Services
Derivatives
Regulatory Compliance
Strategic Communications
Investments
Board Presentations
Private Equity
Mergers & Acquisitions
Investor Relations
Hedge Funds
Presentations
Compensation Structures
Budgeting
Marketing Strategy
Governance

Contact information

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Work email
k••••••••@morganstanley.com
Personal email
•••••@•••••.com
Direct dial
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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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