Sean Egan
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Sean Egan Email & Phone Number

Managing Director, Global Head of Financial Planning and Analysis at Morgan Stanley
Location: New York, New York, United States 7 work roles 2 schools
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Current company
Morgan Stanley
Role
Managing Director, Global Head of Financial Planning and Analysis
Location
New York, New York, United States
Company size
94640 employees

Who is Sean Egan? Overview

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Quick answer

Sean Egan is listed as Managing Director, Global Head of Financial Planning and Analysis at Morgan Stanley, a company with 94640 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Sean Egan.

Sean Egan previously worked as Managing Director, Global Head of Financial Planning & Analysis at Morgan Stanley and Managing Director/Executive Director, Investor Relations at Morgan Stanley. Sean Egan holds Mba, Finance from Nyu Stern School Of Business.

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Email format at Morgan Stanley

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Morgan Stanley

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Profile bio

About Sean Egan

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.

Current workplace

Sean Egan's current company

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Morgan Stanley
Morgan Stanley
Managing Director, Global Head of Financial Planning and Analysis
New York, NY, US
Website
morganstanley.com
Employees
94640
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7 roles · 27 years

Sean Egan work experience

A career timeline built from the work history available for this profile.

Managing Director, Global Head Of Financial Planning And Analysis

Morgan Stanley

New York, NY, US

Managing Director, Global Head Of Financial Planning & Analysis

Current
Morgan Stanley

New 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.
Aug 2022 - Present

Managing Director/Executive Director, Investor Relations

Morgan Stanley

New 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.
  • 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.
Apr 2019 - Aug 2022

Executive Director/Vice President, Investment Banking

Morgan Stanley

New 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.
  • 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.
Aug 2009 - Apr 2019

Manager, Advisory Finance Effectiveness Practice

Pricewaterhousecoopers

GB

  • 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.
2004 - 2007 ~3 yrs
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

AM Ajith Mukundan Ajith Mukundan Colleague at Morgan StanleyBengaluru, Karnataka, India, India View → HM Hide Maekita Hide Maekita Colleague at Morgan StanleyJapan, Japan View → JH Jessica Haas Jessica Haas Colleague at Morgan StanleyNew York, New York, United States, United States View → AS Alison Shira Alison Shira Colleague at Morgan StanleyUnited States, United States View → TJ Timothy J Escobar, Mba Timothy J Escobar, Mba Colleague at Morgan StanleyBrea, California, United States, United States View → XN Xan Netter Xan Netter Colleague at Morgan StanleyNew York, New York, United States, United States View → HA Harsh Ajmera Harsh Ajmera Colleague at Morgan StanleyMumbai, Maharashtra, India, India View → TW Tom Weedon Tom Weedon Colleague at Morgan StanleyUnited Kingdom, United Kingdom View → AM Amy Morgan Amy Morgan Colleague at Morgan StanleyHove, England, United Kingdom, United Kingdom View → LB Ligi Balan Ligi Balan Colleague at Morgan StanleyTiruvallur, Tamil Nadu, India, India View →
2 education records

Sean Egan education

Mba, Finance

Nyu Stern School Of Business

Bachelor Of Science In Engineering, Mechanical Engineering And Applied Mechanics

University Of Pennsylvania
FAQ

Frequently asked questions about Sean Egan

Quick answers generated from the profile data available on this page.

What company does Sean Egan work for?

Sean Egan works for Morgan Stanley.

What is Sean Egan's role at Morgan Stanley?

Sean Egan is listed as Managing Director, Global Head of Financial Planning and Analysis at Morgan Stanley.

Where is Sean Egan based?

Sean Egan is based in New York, New York, United States while working with Morgan Stanley.

What companies has Sean Egan worked for?

Sean Egan has worked for Morgan Stanley and Pricewaterhousecoopers.

Who are Sean Egan's colleagues at Morgan Stanley?

Sean Egan's colleagues at Morgan Stanley include Ajith Mukundan, Hide Maekita, Jessica Haas, Alison Shira, and Timothy J Escobar, Mba.

How can I contact Sean Egan?

You can use AeroLeads to view verified contact signals for Sean Egan at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Sean Egan attend?

Sean Egan holds Mba, Finance from Nyu Stern School Of Business.

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