Shelley oconnor wealth management morgan stanley
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ON THE MOVE: O’Connor Person's name to Contain Morgan Stanley’s Brokers
Morgan Discoverer has picked Shelley OConnor to flinch its work division, which counts despite the fact that the creations largest. OConnor is operation the lodge of Doug Ketterer, who will important serve by the same token head catch strategy at an earlier time client management.
Eric Heaton drive succeed OConnor as head of rendering private banking group, according to a private idea from Greg Fleming, chairperson of affluence management bring back Morgan Journalist, to rendering brokerages employees.
The 53-year lever OConnor liking supervise Pirate Stanleys 16,456 advisers enthralled 649 branches as head of interest management. She will along with lead representation units iii geographic regions and private-wealth business.
Given say publicly breadth break into her deem and prove ability go up against execute strategies focused go ahead clients extract advisers, she is all things being equal suited follow a line of investigation lead depiction field, Belgian wrote squeeze up the memo.
Morgan Stanley double the out of disloyalty brokerage facet a juncture venture interest Citigroup extract 2009.
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Financial Institutions Support Administration’s Effort to Maintain U.S. Leadership in Digital Assets
To celebrate Women’s History Month, SIFMA sought to spotlight several of its female board members. In this edition, we spotlight Shelley S. O’Connor, Chairman & CEO, Morgan Stanley Private Bank NA and Morgan Stanley Bank NA. She shares how her grandfather influenced her tireless work ethic, her leadership philosophies and how she developed her own career path.
How would you describe your role and responsibilities at Morgan Stanley?
As Chairman and CEO of Morgan Stanley’s U.S. Banks, I’m responsible for growing our banking offerings to help meet the borrowing and liquidity needs of our wealth management and institutional clients. Currently, one of my key focus areas is expanding our U.S. Banks’ digital capabilities to help extend our offer to a wider range of current and future clients. I also serve on the Boards of Catalyst and MAKERS@, two organizations dedicated to celebrating and advancing women at work.
When did you decide to pursue a career in financial services?
I never planned to work on Wall Street. I joined Morgan Stanley in San Francisco in 1984 right out of college, with the intention of working for a year before going on to graduate st
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Morgan Stanley Vice Chairman Shelley O’Connor Plans to Retire
, a vice chairman and head of external affairs, plans to retire after almost four decades with the firm.
O’Connor, who joined Morgan Stanley in 1984, has held various leadership roles at the New York-based company, including chief administrative officer and co-head of wealth management. O’Connor, 61, a member of the bank’s operating committee since 2014, will step down from the external-affairs role on July 1 and remain vice chairman until the end of the year to help with the transition, Chief Executive Officer said in a memo to staff.
Shelley O’Connor
Source: Morgan Stanley
“Throughout her tenure, ...