Shannen Gorman
Vice President of Family Office Client Lifecycle Management @Morgan Stanley
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WORK HISTORY
Vice President of Family Office Client Lifecycle Management @Morgan Stanley
NY, US
Conducted a comprehensive audit of all product processes and capabilities, documenting their purpose, stakeholders, and usage to assess whether they should be maintained, improved, or retired. Presented to senior leadership to inform decisions on headcount, new application needs, and operational efficiencies.Delivered bi-weekly and quarterly reports to senior leadership, equipping executives with prospecting updates and data-driven insights on client pipeline activity and overall business performance.Liaised with internal partners to create a process and timeline to onboard prospects and clients onto the platform to improve transparency and create efficiencies across all channels.
EDUCATION
Villanova University
Bachelor of Science - BS, Math and Economics
SKILLS
ABOUT SHANNEN GORMAN
Results-driven professional with a strong foundation in process driven workflow, data analysis, streamlining operations, client engagement, and project management. Demonstrates a proven track record of driving business development initiatives, optimizing processes, and delivering actionable insights to senior leadership through strategic reporting and dashboards. Adept at collaborating with sales across complex sales cycles and institutional client relationships. Combines strong communication and problem-solving skills with a desire to learn and improve client experiences. Strong background of data analysis and business development with a Bachelor of Science - BS in Math and Economics from Villanova University.
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