Sean Egan Email and Phone Number
At Morgan Stanley & PwC, I’ve built deep expertise in FP&A, Investor Relations, Investment Banking, and Financial Process Management.I credit my advancement to a history of building trusted relationships, cultivating top-performing teams, and continually driving measurable business improvements through wide-ranging leadership initiatives: • creating scalable operating solutions and ensuring corporate-wide traction;• advising boards, senior executives, research analysts, and investors regarding corporate priorities and performance; • leading large-scale corporate actions;• optimizing risk management in complex scenarios and highly regulated environments;• systematically resolving challenging, high-stakes problems;• building engaged cultures, recruiting top talent, and preparing rising leaders to advance;• distilling complex information into compelling narratives; and• ensuring consistency in global messaging.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
- Company phone:
- (212)761-4000
-
Managing Director, Global Head Of Financial Planning And AnalysisMorgan StanleyNew York, Ny, Us -
Managing Director, Global Head Of Financial Planning & AnalysisMorgan Stanley Aug 2022 - PresentNew York, Ny, Us• Oversee Morgan Stanley’s FP&A activity and lead a team of 60.• Serve on Morgan Stanley’s Finance Management Committee, Asset & Liability Committee, and various other finance-related committees. • Regularly present budgets, financial forecasts, and performance reports to the CEO, CFO, Operating Committee, Board of Directors, and regulatory agencies. • Advise and select entrepreneurs from underrepresented backgrounds for investment from Morgan Stanley’s Inclusive Ventures Lab. -
Managing Director/Executive Director, Investor RelationsMorgan Stanley Apr 2019 - Aug 2022New York, Ny, Us• Met regularly with the CFO, global business units, FP&A, Corporate Finance, Legal, and others to build deep understanding of the firm’s corporate strategies, financial performance, and messaging priorities.• Aligned stakeholders around global messaging strategies, including creating a unified public voice to articulate Morgan Stanley’s strategy and investment theses for multibillion-dollar acquisitions (E*TRADE & Eaton Vance).• Engaged in regular dialog with research analysts and investors to clarify and promote the firm’s strategy and financial performance. • Authored persuasive and actionable written materials to inspire investor confidence. -
Executive Director/Vice President, Investment BankingMorgan Stanley Aug 2009 - Apr 2019New York, Ny, Us• Served as lead advisor to dozens of clients, including large public Financial Markets Technology Companies, Asset Managers, and Wealth Managers.• Closely collaborated with C-level executives to negotiate and execute corporate transactions and restructuring activities, including IPOs, debt offerings, mergers, acquisitions (including leverage acquisitions), sales, recapitalizations, shareholder activism, and return of capital prioritization. • Partnered with majority stakeholders and financial institutions to optimize outcomes. • Managed teams building models for growth forecasts, company valuations, M&A, and capital-raising.• Led due diligence and transaction reporting with cross-functional teams. -
Manager, Advisory Finance Effectiveness PracticePricewaterhousecoopers 2004 - 2007Gb• Led cross-functional teams and worked closely with CFOs/CAOs of public and private companies to conduct deep-dive business assessments, map complex financials, and lay out process/reporting solutions.• Drove strategic plans that delivered millions in bottom-line impact, limited clients’ regulatory risks, and led to additional business. -
Senior Associate, Process ImprovementPricewaterhousecoopers 2002 - 2004Gb -
Associate, Systems Process And AssurancePricewaterhousecoopers 1999 - 2002Gb
Sean Egan Education Details
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Nyu Stern School Of BusinessFinance -
University Of PennsylvaniaMechanical Engineering And Applied Mechanics
Frequently Asked Questions about Sean Egan
What company does Sean Egan work for?
Sean Egan works for Morgan Stanley
What is Sean Egan's role at the current company?
Sean Egan's current role is Managing Director, Global Head of Financial Planning and Analysis.
What schools did Sean Egan attend?
Sean Egan attended Nyu Stern School Of Business, University Of Pennsylvania.
Who are Sean Egan's colleagues?
Sean Egan's colleagues are Gabrielle Lange, Dóra Fekete-Czibere, Priya Kothari, Shuo Yao, Margaret Hopkins, Kwayne Estrim, Soleil Kelly.
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