Incoming 2025 Wealth Management Analyst
Current
Aug 2024 - Present
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Sarah Connor Email & Phone Number
Incoming Morgan Stanley Analyst | Kelley School of Business
at
Morgan Stanley
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Incoming Morgan Stanley Analyst | Kelley School of Business
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Sarah Connor? Overview
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Quick answer
Sarah Connor is listed as Incoming Morgan Stanley Analyst | Kelley School of Business at Morgan Stanley, a with 78669 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Sarah Connor.
Sarah Connor previously worked as Incoming 2025 Wealth Management Analyst at Morgan Stanley and 2024 Wealth Management Summer Analyst at Morgan Stanley. Sarah Connor holds Bachelor'S Degree, Finance And Business Analytics, Senior from Indiana University - Kelley School Of Business.
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Morgan Stanley
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Profile bio
About Sarah Connor
I am currently a senior pursuing a degree in Finance and Business Analytics at Indiana University's Kelley School of Business. My academic focus has provided me with a strong foundation in financial principles and data analysis. I have developed a genuine passion for exploring financial markets and taking on analytical challenges. Please don't hesitate to reach out via LinkedIn or email at saraconn@iu.edu
Current workplace
Sarah Connor's current company
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Morgan Stanley
9 roles
Sarah Connor work experience
A career timeline built from the work history available for this profile.
2024 Wealth Management Summer Analyst
- Developed an Excel model to streamline task delegation and monitor issue/incident reporting- Reviewed and edited risk assessments in preparation for OCC exams and audits- Updated monthly reporting presentations and used Tableau to create dashboards that delivered key metrics to business unit heads- Delivered a presentation to senior management on leveraging generative AI to strengthen client relationships and increase net new assets
Jun 2024 - Aug 2024
Director Of Finance
- Planned and managed budgets of over $1,500,000 while overseeing all chapter purchases- Arranged meetings with members having financial concerns or outstanding payments to ensure the organization’s financial health and members’ chapter standing
Nov 2022 - Dec 2023
Selected Member
Jan 2022 - Nov 2022
2023 Legal Summer Analyst
- Compiled and condensed medical records to promote efficiency for imminent trials among lawyers- Updated and organized database to ensure real-time accuracy and accessibility to crucial documents
May 2023 - Aug 2023
Document Clerk
-Prepared, scanned, and uploaded law documents to a virtual database to help Wai & Connor in their transition to a paperless filing system-Organized file pickups and drop-offs with numerous offices across California to ensure smoothtransportation of confidential law documents
Jun 2017 - May 2023
2022 Wealth Management Summer Branch Analyst
-Researched and prepared summaries of various alternative investment strategies that would later be shared in client meetings-Created excel spreadsheets to help the financial advisors stay organized and prepared for meetings
Jun 2022 - Aug 2022
Microsoft Excel And Access Peer Tutor
- Specially selected by the Kelley School of Business based on my academic performance- Mentored a class of over 30 students in mastering Microsoft Excel and Access by offering one-on-one help before, during, and after class hours-Volunteered at “K-Cove” to provide more in-depth tutoring sessions to struggling students
Jan 2022 - May 2022
Sports Coach
Magic Ice Usa
-Taught private beginner ice skating lessons to ages ranging from 3 to 40+-Managed group lessons with over 30 students of varying skill levels-Ensured the cleanliness of the rink by picking up trash, sweeping leaves off of the ice, and disinfecting rental skates-Created a welcoming holiday experience by greeting guests and handling skate rental/distribution
Nov 2019 - Feb 2020
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →
IÁ
Ilona Ágnes Németh
Colleague at Morgan StanleyHungary
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JL
James Lannan
Colleague at Morgan StanleyGreater Minneapolis-St. Paul Area, United States
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LS
Lucas Stauffer
Colleague at Morgan StanleyNew York, United States
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PN
Pavella Nancy
Colleague at Morgan StanleyBengaluru, Karnataka, India
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LD
Lisa Dodge
Colleague at Morgan StanleyAtlanta Metropolitan Area, United States
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TY
Takeshi Yamaguchi
Colleague at Morgan StanleyTokyo, Japan
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DM
Daniel Montes, Cfp®
Colleague at Morgan StanleyLas Vegas Metropolitan Area, United States
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AN
Anthony Nina
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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NK
Nicole Kozhukhov
Colleague at Morgan StanleyNew York, United States
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DP
Duc Phan
Colleague at Morgan StanleySan Jose, California, United States
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Ilona Ágnes Németh
Colleague at Morgan StanleyHungary
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JL
James Lannan
Colleague at Morgan StanleyGreater Minneapolis-St. Paul Area, United States
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LS
Lucas Stauffer
Colleague at Morgan StanleyNew York, United States
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PN
Pavella Nancy
Colleague at Morgan StanleyBengaluru, Karnataka, India
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LD
Lisa Dodge
Colleague at Morgan StanleyAtlanta Metropolitan Area, United States
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TY
Takeshi Yamaguchi
Colleague at Morgan StanleyTokyo, Japan
View →
DM
Daniel Montes, Cfp®
Colleague at Morgan StanleyLas Vegas Metropolitan Area, United States
View →
AN
Anthony Nina
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
View →
NK
Nicole Kozhukhov
Colleague at Morgan StanleyNew York, United States
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DP
Duc Phan
Colleague at Morgan StanleySan Jose, California, United States
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3 education records
Sarah Connor education
Bachelor'S Degree, Finance And Business Analytics, Senior
Bachelor'S Degree, Finance, General, Senior
Education record
Thousand Oaks High School
FAQ
Frequently asked questions about Sarah Connor
Quick answers generated from the profile data available on this page.
What company does Sarah Connor work for?
Sarah Connor works for Morgan Stanley.
What is Sarah Connor's role at Morgan Stanley?
Sarah Connor is listed as Incoming Morgan Stanley Analyst | Kelley School of Business at Morgan Stanley.
Where is Sarah Connor based?
Sarah Connor is based in Los Angeles Metropolitan Area, United States while working with Morgan Stanley.
What companies has Sarah Connor worked for?
Sarah Connor has worked for Morgan Stanley, Alpha Phi International Fraternity, Wai, Connor & Hamidzadeh, Llp, Wai & Connor, Llp, and Indiana University - Kelley School Of Business.
Who are Sarah Connor's colleagues at Morgan Stanley?
Sarah Connor's colleagues at Morgan Stanley include Ilona Ágnes Németh, James Lannan, Lucas Stauffer, Pavella Nancy, and Lisa Dodge.
How can I contact Sarah Connor?
You can use AeroLeads to view verified contact signals for Sarah Connor at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Sarah Connor attend?
Sarah Connor holds Bachelor'S Degree, Finance And Business Analytics, Senior from Indiana University - Kelley School Of Business.
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