Investor communications highlights
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Transcript of Investor communications highlights
Corporate MessagingMORGAN STANLEY, NEW YORKExecutive Director & Corporate Communications Financial Writer, 2011 - 2012
• Financial Writer of executive communications including speeches, talking points, internal memos, earnings releases, annual letter to shareholders and proxy materials
• Also participated in earnings due diligence, draft Volcker Rule response, corporate Twitter launch, Firm values refresh
• Series 24 Registered Principal compliance officer for communications with the public by Corporate Communications, Philanthropy and Global Sustainable Finance
Writer Best PracticesClarity, written simply in plain English, at times highly personalized for executives
Proficient: Ability to grasp complex financial issues and translate into a narrative
Seasoned: Articulate in working one on one with members of senior management
Collaborative: Collegial in working with IR on time sensitive or longer lead items
Consistent: Corporate voice and messaging in terms of content, style and format
Manage: Move projects forward in a complex environment
Address potential issues or concerns of multiple stakeholders
Earnings ReleasesMorgan Stanley Reports Third Quarter 2011
• http://www.morganstanley.com/about/ir/shareholder/3q2011.pdf
Corporate ActionsMorgan Stanley Reaches Comprehensive Settlement with MBIA
• http://www.morganstanley.com/about/press/articles/de933308-080f-47af-b939-4e9cba3832b9.html
Annual Shareholder Letter2012 Annual Letter To Shareholders
• http://www.morganstanley.com/2012ams/Letter-Shareholders.pdf
Proxy CD&A 2012 Proxy Statement Compensation Discussion and Analysis
• http://www.morganstanley.com/2012ams/303252_018.htm#tx303252_28
Additional Soliciting Materials Morgan Stanley Compensation and Governance Practices
• http://www.morganstanley.com/2012ams/ms-cgp.pdf?v=3
Series 24 Registered PrincipalCompliance for public communications by Philanthropy and Sustainable Finance
• http://www.fastcoexist.com/1679573/how-to-launch-a-skills-based-volunteering-program-and-make-it-last
Positive Feedback2012 Annual Letter To Shareholders
“Looks good” - James Gorman, CEO
“Overall I think it reads very well.” - COO
“I like it. A couple of comments:” - CFO
“Fine by me” - Co-President, Institutional Securities Group
MBIA Settlement Press Release
"Overall this looks very good to me and we have certainly struck the right tone.”- Global Head of Corporate Communications
Firm Values
"Thanks for all your help. Couldn’t have gotten these speaking points on time without you!!!!" - VP, Marketing
Contact Information
Peter Gallagher
(914) 833-1427
(914) 391-0498 Cell
AOL IM: TopGunGallagher