Sanam Afaghzadeh

About Sanam Afaghzadeh

Seasoned technology executive with over 20 years of experience leading large-scale business systems analysis and transformation across banking, telecommunications, and e-commerce. I specialize in connecting business strategy with technology execution — driving modernization, automation, and operational excellence that elevate both efficiency and client experience.At Morgan Stanley Wealth Management, I serve as Vice President, Technology Business Analyst, leading cross-functional teams across Technology, Operations, Finance, and QA. I deliver complex retail banking and money movement initiatives including Zelle implementation, AMEX “Invest with Rewards” integration, automation of client communication systems, and modernization of legacy platforms — strengthening compliance, transparency, and customer satisfaction.Previously, at E*TRADE and Morgan Stanley, I directed multiple account conversion projects, streamlined wire and check processing frameworks to real-time systems, and co-led a core banking platform upgrade from Profile 6.4 → 7.6 — each improving scalability, performance, and user experience.I’m passionate about building collaborative, high-performing teams and applying Agile and hybrid methodologies to deliver value-driven outcomes across complex business ecosystems. I believe in aligning technology delivery with strategic goals to create meaningful, lasting impact.Beyond work, I’m committed to leadership and community engagement — having served as President (2021–2022) and Treasurer (2020–2021) at Toastmasters International, and as a volunteer with TAPS, DC Children’s Law Center, and the Capital Area Food Bank. Core Strengths: Business Systems Analysis • Retail Banking & Payments • Agile Delivery • Process Automation • Stakeholder & Vendor Management • Data Analysis & Reporting • Strategic Planning • Change Leadership

Experience

1. Vice President, Technology Business Analyst Wealth Management

   Morgan Stanley

   Jan 2024 — Present · VA, US

   Lead enterprise-wide retail banking modernization initiatives across Technology, Operations, Finance, QA, and Vendor teams, ensuring strategic alignment and delivery excellence- Directed implementation of Zelle, legacy account conversions, and fee simplification across Morgan Stanley and E*TRADE platforms- Oversaw migration of 78K+ checking and money market accounts to a new “No Fee” product, improving operational efficiency and compliance- Enhanced client experience by integrating AMEX “Invest with Rewards” redemption feature and automating WelcomeKit Processor to eliminate manual errors.

Education

• Eastern Mediterranean University

  Bachelor's degree, Computer Engineering

  2000 — 2004

• Luleå University of Technology

  Master of Science (MSc), Marketing and E-commerce

  2006 — 2009

• Tarbiat Modares University

  Master of Science (MSc), Marketing and E-commerce

  2006 — 2009

Skills

• Qualitative Research
• Management
• Html
• Integration
• Advertising
• Analytical Skills
• Training
• Sql
• Linux
• Data Analysis
• Team Leadership
• Business Analysis
• Market Research
• Microsoft Excel
• Software Documentation
• Social Media
• Programming
• Statistics
• Research
• Matlab
• Marketing
• Microsoft Office
• Sales
• Teamwork
• Telecommunications
• Analysis
• Project Management
• Access