Shannen Gorman

Bachelor's

Economics

Mathematics

Morgan Stanley

Analyst

• • Fulfill requests for client and prospect details from advisor groups within Morgan Stanley by pinpointing high level executives and corporations to engage in a prospecting effort both domestically and abroad • Create dossiers for companies entering liquidity events within 1 to 3 years • Create profiles for corporate entities both public and private detailing the opportunity size for prospecting efforts • Track connectivity searches, provide basic statistics about the searches each week, manage the Morgan Stanley DNC list, create EPR requests to allow access for new hires to use the Morgan Stanley System, organize corporate email box to allow for a quicker response time, create detailed excel spreadsheets for advisors specifying key prospects