Wealth Management, Finance, Securities Markets, FinTech, Small Businesses, Entrepreneurs, Women in Business
Embracing Equity This Women’s History Month
This Women’s History Month, I interviewed Morgan Stanley executives and wrote this article to help the Firm promote its efforts empower women, in the workplace, industry and our society.
Carrie Zazzarino: Leader of the Band
Enjoy reading about the local rock star on our March cover, public accountant turned performer Carrie Zazzarino. We had the pleasure of seeing her lead the Carrie Zazz Band at Daryl’s House in Pawling then again at East Fishkill Community Day last year. If you missed it, be sure to catch her soon at a local venue. As our cover story reveals, her husband has his own story of reinvention. “Mr. Zazz” now teaches at Our Lady of Lourdes High School after retiring from an engineering career.
Voices and Perspectives on Black History Month
Learn about Black History Month as Black Employee Network members at Morgan Stanley share their thoughts on its importance and monumental moments.
East Fishkill Hometown Hero Doug McHoul
Each month in East Fishkill Living magazine, we feature another one of our town's amazing hometown heroes—military veterans who have sacrificed so much four our country and deserve recognition. We are honored to bring your the story of Doug McHoul, a local businessman and public servant.
Molly Bodrato: One MAKER’s Commitment to Country
For Morgan Stanley’s Molly Bodrato, 2021 was a monumental year in her military and civilian careers. The 2nd Lieutenant in the Air Force was deployed and led COVID relief efforts.
Cover story: Medical Reserve Corp Volunteers Connie and Don Smith
This month of love, we bring you the story of Connie and Don Smith, devoted locals who give from their hearts. As members of the Medical Reserve Corps of Dutchess County (MRC), they volunteered hundreds of hours serving their community during the pandemic and beyond.
Morgan Stanley: Planning for a Liquidity Event
You hold an equity stake in a certain company that is considering going public. Your hard work and determination to build a business from the ground up has finally paid off: someone has interest in buying your company. Both of these liquidation events can put a lot of stress on someone who has not thoroughly planned for them. I wrote this whitepaper to help clients plan for a liquidity event.
MAKER Andrea Zaretsky’s Accomplished Career
The CMO of Morgan Stanley Wealth Management shares valuable lessons from an accomplished career, reminding young women: be bold, take calculated risks and your opinions are valued.
Digital assets - An essential component of your estate plan [Video]
I wrote this video script for BMO Harris, along with a companion article.
LinkedIn Profile for Wall Street Client
Created the resume and bio/LinkedIn profile for this Wall Street client.
The Exchange Newsletter October 1998 - 1.216-Billion-Share Day
An overview of how technology played a role in, what was at the time, the busiest day in NYSE history.
Morgan Stanley MAKER: Kathryn Marshall Rides On
Competing and taking breaks to ride horses helps release any stress from her role as Chief Administrative Officer and Head of Field Engagement for Morgan Stanley at Work.
Cathy Kinney Magazine Cover Letter to Clients
Cathy Kinney's letter in the cover of NYSE Euronext written by myself.
Morgan Stanley MAKER, Chris Pagano: Always Asking the Right Questions
As Chief of Staff for Wealth Management and a Morgan Stanley MAKER, Chris Pagano, asks questions, lifts rocks and looks around every corner. This makes her great in this key role.
Morgan Stanley MAKER Moira Sullivan’s Engineered Career
As Business Risk Management Head of the US Banks, this Morgan Stanley MAKER leads a high-performing team and mentors women across the Firm. Here’s how she found community at work.