Morgan Stanley at Work

Our Team

Get to know the team that’s working for yours. Learn about our company culture and the people powering Morgan Stanley at Work.
Fostering collaboration and enabling our teams to grow together is a top priority for us. We truly believe when employees thrive, companies thrive too.
Scott Whatley
Head of Morgan Stanley at Work

Get to Know Us

Meet the talented people bringing our solutions to life.

Aly Thompson , Assistant Vice President, Participant Education Solutions
"It is truly an honor to be a part of this team—a team where talent, collaboration, and exceptional ideas come together to help deliver education experience for our corporate clients and their participants. I am grateful to be surrounded by so many supportive and jubilant colleagues!"
Reza Hashemitari, Executive Director, Head of Customer Success for Morgan Stanley at Work Canada
"It is an honor to be part of a team that puts clients first. Whether supporting a client through a complex equity event, solving unique problems, or providing responsive day-to-day servicing needs, our team’s goal is to find the right solutions to help ensure clients provide an exceptional equity administration experience that supports their employees’ efforts to build financial well-being."
Alison Sutherland, CPA, Vice President, Senior Manager - Shared Services
“I love working and collaborating with talented colleagues around the globe to drive positive change and develop creative solutions that help our clients deliver the best for their employees."
Craig Rubino, Executive Director, Head of Corporate Relationship Management and Engagement
“I love being part of the Morgan Stanley at Work team because of our strong, collaborative culture, relentless drive for innovation, and deep commitment to truly caring about our clients because they matter the most.”
Steve Liu, Executive Director, Head of Valuation Services
"It’s an amazing thing to be part of a talented and collaborative team where we help each other succeed, all with the goal of providing thoughtful equity solutions that are tailored to meet the unique needs of our clients; and we always enjoy untangling a complex valuation."
Jessica Young, Executive Director, Private Market Liquidity
"I love helping companies navigate complex equity issues in a private market landscape that continues to evolve. Every day brings new challenges to solve on behalf of our clients and that makes Morgan Stanley a really exciting place to work."
Craig Rubino, Executive Director, Head of Corporate Relationship Management and Engagement
“I love being part of the Morgan Stanley at Work team because of our strong, collaborative culture, relentless drive for innovation, and deep commitment to truly caring about our clients because they matter the most.”
Steve Liu, Executive Director, Head of Valuation Services
"It’s an amazing thing to be part of a talented and collaborative team where we help each other succeed, all with the goal of providing thoughtful equity solutions that are tailored to meet the unique needs of our clients; and we always enjoy untangling a complex valuation."
Jessica Young, Executive Director, Private Market Liquidity
"I love helping companies navigate complex equity issues in a private market landscape that continues to evolve. Every day brings new challenges to solve on behalf of our clients and that makes Morgan Stanley a really exciting place to work."
  1. 01
    We Do the Right Thing

    We act with integrity and transparency, putting ourselves in our client’s shoes. We dedicate ourselves to doing first-class business in a first-class way.   

  2. 02
    We Put Clients First

    We are trusted allies. We listen to our clients and know them deeply. We strive to help you, no matter where you are on your financial journey.  

  3. 03
    We Lead with Exceptional Ideas

     We are innovators. We educate and support our corporate clients and participants to help achieve their goals by listening and evolving our workplace financial solutions.   

  4. 04
    We Are Committed to Diversity & Inclusion

    We value individual and cultural differences as a defining strength and champion an environment where all employees belong and are heard, seen and respected.

    Learn more about Diversity & Inclusion at Morgan Stanley

  5. 05
    We Give Back

    We strive to create transformative change in our communities and inspire our employees toward a lifetime of committed service. We have an ongoing commitment to philanthropy and are invested in making a difference with our expertise, time, and financial resources.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company
Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart.
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Advantages For Your Employees
Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company.
Learn More

Insights for a Modern Workplace

Get the latest thinking from our team of thought leaders. Discover new trends and perspectives to motivate your employees and fuel your business.

Let’s Connect

Reach out to a member of our team or follow us on LinkedIn for more content and insights.

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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.

Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB,
Member SIPC.

E*TRADE from Morgan Stanley is a registered trademark of MSSB.

All entities are separate but affiliated subsidiaries of Morgan Stanley.

Content and services available to non-US participants may be different than those available to US participants.

The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

© 2025 Morgan Stanley. All rights reserved.

CRC#3927522 (02/2025)

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