Kathryn Marshall Email and Phone Number

Serve as Chief Administrative Officer for the Direct and Institutional Businesses in Morgan Stanley Wealth Management. Responsible for supporting the client experience of our Direct channels including E*TRADE from Morgan Stanley as well as the Firm's workplace strategy and Institutional Businesses comprised of Morgan Stanley at Work and Institutional Consulting Solutions. Lead strategic communications, business integration and program execution functions while coordinating efforts to build culture and our exceptional talent base.

Serve as the Chief Administrative Officer for the Morgan Stanley at Work organization. Responsible for leading initiatives that support the Morgan Stanley at Work business strategy, drive performance and amplify our voice and presence across the organization and beyond. Work closely with HR partners to focus on programs that attract, retain and develop the best talent and support our culture.As part of our workplace strategy in Wealth Management, Morgan Stanley at Work helps companies and their employees along their journey of wealth creation through our comprehensive suite of financial offerings that include Equity Management, Financial Wellness, and Retirement Solutions.

Served as Head of Communications & Chief of Staff for the Morgan Stanley at Work business in Wealth Management.

Served as Vice President of the Board of Directors for the Boulder County Business Hall of Fame, a private, nonprofit 501c3 dedicated to the encouragement of business excellence in Boulder County by recognizing and inducting Boulder County business leaders into the prestigious Hall of Fame. Provide operational and fiduciary oversight, and serve on the selection panel for the Hall of Fame honorees.

Advancement team lead responsible for identifying, cultivating and stewarding mutually beneficial relationships with corporate partners and external affiliates on behalf of Leeds. Provide strategic counsel to and operations oversight for the Leeds Board of Advisors (over 60 top executives and industry influencers). Interface with CU campus leadership on special projects and serve as the liaison for Leeds to external partners in the community.

Served as an Executive Committee Board Member responsible for helping the Leeds School of Business in its commitment to providing a quality education, creating and disseminating knowledge and supporting the economic drivers of the region, state and nation. Named Board Chair Elect for the 2017-2019 term. Delivered opening remarks at Leeds Commencement Ceremonies (undergrad and MBA) and served as 2013 TEDxCU speaker/presenter. Founder of the GOLD Board and MBA Alumni Board.

Advisory Board member for Downing Street ~ a communications consultancy.

Led all aspects of the March of Dimes in Colorado and Wyoming from building and stewarding top corporate partnerships, community programs, advocacy and marketing/communications programs to oversight of multimillion dollar fundraising events, business development activities, individual donor relations and stewardship, finance and operations, grant programs, and volunteer leadership. Statewide responsibilities included leadership of the Denver, Southern Colorado and Western Slope divisions, as well as the state of Wyoming. Led, cultivated and activated statewide Board of Directors and base of top corporate partners, major donors and thousands of volunteers located across the region. Served as lead spokesperson for the chapter and provided testimony to congress as needed.Founded in 1938 by President Roosevelt, the March of Dimes is one of America's most notable and accomplished nonprofit health organizations. It is dedicated to improving the health of babies by preventing birth defects, premature birth and infant mortality. The March of Dimes carries out its mission through research, services, education and advocacy.

Responsible for providing leadership and inspiration to the Denver Board of Directors. Provided oversight of the board's fiscal management, program direction, fundraising strategies and annual planning. Served as an Ambassador Family and spokesperson for the organization at events and on media outlets.

Pursued an entrepreneurial passion to transform a start-up communications firm into Denver’s largest technology-focused PR agency as ranked by the Denver Business Journal. Provided strategic communications counsel and services to clients and led corporate communications and award-winning PR campaigns; Guided business operations for the firm; Served as external communications lead for a $2 billion division of General Electric and represented the firm on the Global Technology Distribution Council.

Served as a member of the agency’s executive management team with P&L responsibilities. Provided strategic counsel and developed communications programs for a variety of clients that included messaging, positioning, strategic planning, media relations, crisis communications, product and company launch strategies and events. Built and led Investor Relations practice for both pre-IPO and publicly traded companies that included strategic messaging and positioning, meetings with institutional investors, road shows, quarterly earnings support, analyst relations and more.

Served as the Assistant Director of Operations for Unicom Capital's private investment fund, managing operations for the firm’s multimillion-dollar domestic and international trade accounts.

Hanifen, Imhoff Inc. provides investment banking and securities brokerage services. The firm offers trading, underwriting, investment advisory, and related financial services. It caters to individuals, institutions, governments, and private corporations.