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BC Final Project
- 1. Morgan Stanley Smith Barney Private Wealth Management By Maxwell Rectenwald
- 3. History in the Making
- 4. History in the Making
- 9. Greg Fleming President of Wealth Management
- 11. Morgan Stanley Financial Facts • Stock Ticker Symbol: MS • Trades on the New York Stock Exchange • Has had consistent revenues for the last 7 years (other than 2008) • Manages $2 trillion in assets
- 12. Morgan Stanley Smith Barney • In 2009, the company was shifting towards wealth management. • They purchased 51% of Smith Barney from Citigroup, which doubled the amount of revenue stemming from wealth management. • In 2013, they purchased the remaining 35% of remaining shares.
- 13. MS: The Investor’s Perspective Safe Investment: • Very consistent returns • Has issued dividends every quarter • Strong Brand • Positive Press • Strong Leadership • Liquidity • Constantly Evolving • Foreign Markets
- 14. Recent News
- 15. Recent News
- 16. Blue Blood and Mutiny • Novel written about Morgan Stanley in 2005 • Eight wealthy individuals including the ex-president looked to fire CEO • Finance Thriller • Depicts the Morgan Stanley employee’s in positive light • Depicts Morgan Stanley as unified
- 17. Corporate Culture • Corporate Culture can be defined as the shared values, beliefs and characteristics that separate a company from others. • It is an invisible guideline on customer service and performance. • I conducted three interviews in order to get a better understanding of Morgan Stanley’s corporate culture.
- 18. David Kaser and Richard Kaser
- 19. Phil Noble Senior Vice President
- 20. The Employee Perspective Corporate Culture • Revolves around trust • Proactive • Common Goals • Expansion of Resources • Stress Teamwork
- 21. Disciplines of Finance Morgan Stanley operates in three main business segments: • Institutional Securities • Wealth Management Group • Global Asset Management Products
- 23. Distribution Channels • A Distribution Channel is the chain of business intermediaries through which a service passes to the end consumer. • “Proprietary” shows ownership. • Institutional market consists of larger buyers.
- 24. Morgan Stanley: Internship Opportunities • Morgan Stanley advertises internships in all different sectors on its website. • They have descriptions of the internship as well as “ A Day in the life” descriptions which go over daily responsibilities. • They have 33 internships available.
- 26. Deadlines and Information • The deadlines differ based on the internship • New internship opportunities are available on a rolling basis • Deadlines for Summer 2015 internships start in the late fall (November-January) • Website URL: