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An Evening of Networking with Morgan Stanley

Morgan Stanley hopes to meet you during a private event. 🗓️ We’re thrilled to host an intimate in-person event at the Halcyon “live, work, play” community, featuring leaders from Morgan Stanley Alpharetta. 🎙️ During an evening of networking & presentations, you’ll: Gain insight into Morgan Stanley’s market strategy &…

Hosted by Morgan Stanley In partnership with PowerToFly
Thu, Apr 28, 2022 5:30 – 7:30 PM ET In-person Invite-only

About this event

Morgan Stanley hopes to meet you during a private event.

🗓️ We’re thrilled to host an intimate in-person event at the Halcyon “live, work, play” community, featuring leaders from Morgan Stanley Alpharetta.

🎙️ During an evening of networking & presentations, you’ll:

  • Gain insight into Morgan Stanley’s market strategy & technology initiatives.
  • Hear about the future of the firm.
  • Learn about Alpharetta’s career opportunities.
  • Expand your peer-to-peer network.
  • Exchange ideas & market insight.

📍 Additionally, you’ll tour the Alpharetta office, part of the Halcyon community! This 135-acre gathering place includes curated shops, chef-driven restaurants, loft offices, a 4-acre open green space, and so much more.

🍷 Complimentary beverages and snacks will be provided.

⚠️ All attendees must show proof of COVID-19 vaccination.

Agenda: (Subject to Change)
  • 5:30 PM ET - Networking & Refreshments
  • 6:00 PM ET - Welcome from Katharine Zaleski, CoFounder & President, PowerToFly
  • 6:05 PM ET - Why Morgan Stanley, Alpharetta? A talk by Tasha Smith, Executive Director, COO
  • 6:15 PM ET - Panel Discussion + Audience Q&A featuring:
  • 7:00 PM ET - Additional Networking
  • 7:30 PM ET - Event Concludes

About Morgan Stanley: Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. Their Technology division partners with their business units and leading technology companies to redefine how business is done in ever more global and dynamic financial markets. With a sizable investment in technology, Morgan Stanley has leading-edge tools, software, and systems. Their insights, applications, and infrastructure give a competitive edge to their clients’ businesses.

About PowerToFly: PowerToFly is a women-run platform that works with companies to identify skilled professionals for networking and recruiting opportunities. Over the past few years, we’ve produced 1,000+ events across the world with brands like Meta, Spotify, Microsoft, and Deloitte, resulting in countless hires.

About PowerToFly’s Events: All RSVP’d attendees are welcome, regardless of race, color, religion, national origin, gender identity, pregnancy, physical or mental disability, or age. If you require assistance to fully participate in this event, please email hi@powertofly.com, and we will contact you to discuss your specific needs.


PowerToFly and Morgan Stanley cannot admit outside recruiters to this event. Please email hi@powertofly.com if you have any questions about this policy.

Meet the speakers

Tracy White

Tracy White

Vice President

Tracy White works for the CPS Admin, Core Platform Services department from Alpharetta, GA US. She joined Morgan Stanley via the E*TRADE acquisition. She has been working for E*TRADE since 2003. In her current role, she manages the WMT Core Platform Services Systems Engineering Team. She and her team provide Application Engineering, Platform Engineering, and Build and Release services for the Linux E*TRADE platforms. One unexpected fun fact about Tracy - "I have been on a daily running streak for almost 2 years – I have run at least 1 mile every day since April 4, 2020. "
Walter Forero

Walter Forero

Head of WMT Policy & Governance

Walter Forero is an Executive Director of Morgan Stanley in Technology, based in Alpharetta, Georgia. His current remit spans multiple Policy & Governance topics including but not limited to Policy creation, modification, representation, reporting, and enforcement. Additionally, he has responsibilities as the site co-lead for the new Morgan Stanley Alpharetta Location. Walter has over 24 years of experience at Morgan Stanley. He spent his first 13 years in Institutional Divisions working in various roles across Production Management and External Client Support.

For the past 11 years, Walter has worked in Wealth Management Technology in Change & Release Management, Policy & Governance, and many Morgan Stanley mergers.

Katharine Zaleski

Katharine Zaleski

CoFounder and President at PowerToFly

Fast-tracking diversity, inclusion and equity across workplaces through PowerToFly. I used to run some things at the world's coolest companies (Huffington Post, NowThis, The Washington Post). I love writing op-eds (Google me), kitesurfing, rock-climbing, raising babies with my husband (and with helpful grandparents). Email my team - answers@powertofly.com - if I can be helpful.
ShinYi Berndt

ShinYi Berndt

Executive Director

ShinYi is a Portfolio Lead for the Middle Office/T++ team. She works closely with her team of Scrum Masters and Technical Program Managers to ensure successful delivery. She has more than 20 years of professional experience with her last 10 in Portfolio/Program Management and Agile Transformation. Prior to joining Morgan Stanley, she was with talech, a wholly-owned subsidiary of US Bank, where she established the Agile Delivery/Program Management discipline and team. She enjoys hiking, good vegetarian food, travelling, and yoga.

Tasha Smith

Tasha Smith

Executive Director, COO Alpharetta Office

Tasha Smith is an Executive Director at Morgan Stanley and has recently relocated from New York to Georgia to become the Chief Operating Officer for Morgan Stanley Alpharetta. She is also part of the firm’s Black Employee Network (BEN) Leadership Steering Committee, co-leading the Representation workstream.

Tasha joined Morgan Stanley in 2010 as a Vice-President for Operations Risk and Regulatory Control delivering renovated accounting for Listed Derivatives, Positions Services, and FX Options. She then moved to Shared Services and Bank Operations supporting OFAC Renovation, before returning to the Operations Risk and Regulatory Control team, where she was named as an Executive Director and became the Chief Administrative Officer in 2017.

Prior to joining Morgan Stanley, Tasha worked at UBS Investment Bank for 8 years as an Information Technology Project Manager and spent 3 years as a Management Consultant working for Pricewaterhouse Coopers & Dimension Data. She has a Bachelor of Science in Biology from Vanderbilt University and a Bachelor of Science in Computer Science from the Georgia Institute of Technology.

Tasha is an avid sports fan, but football is her passion. She is an 8X fantasy football league champion.

About the company

Morgan Stanley

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Inclusivity:

At Morgan Stanley, inclusivity is an opportunity: not just for clients, but for employees and the firm itself. Our skilled and creative workforce is comprised of individuals drawn from a broad cross-section of the global communities in which we operate.

They reflect a variety of backgrounds, talents, perspectives and experiences, delivering unique ideas and exceptional service to our clients every day.

More about Morgan Stanley →

About PowerToFly

Connecting professionals to the work that matters most.

PowerToFly connects professionals with hiring and upskilling opportunities across every industry, through events like this one, an active community, and direct matches.

Community
1.1M+ Professionals across every industry, domain, and geography, ready to contribute wherever they're needed.
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Verified experts
380K+ Specialists in healthcare, law, finance, and more, vetted and ready.
Countries
190 A truly global community, so you can connect and grow your network without borders.
Women & BIPOC
75%+ More perspectives across the network means better outcomes for everyone.
Years building
12+ Since 2014, building infrastructure for professionals to do meaningful work.
Accessibility

Everyone's welcome, and we'll help you take part.

All registered attendees are welcome, regardless of race, color, religion, national origin, gender identity, pregnancy, disability, or age. If you need any assistance to fully take part, tell us what would help. Email hi@powertofly.com and we'll make it work.