Jennifer Casas
Brookline,MA
Summary
Experienced, client-focused, transformation-minded leader with over 25 years of experience. Results oriented. Extensive experience in Communications, Investments, Strategy, Project and Product Management, and L&D
Overview
29
29
years of professional experience
1
1
Certification
Work History
Managing Director- Communications
State Street
05.2024 - Current
- Global head of Internal Communications for the bank, leading a 15-people global team that serves a strategic partners to C-suite and senior executives across the organization
- Crafting and executing effective global communication plans, events, etc that align with the company’s vision, mission and strategic initiatives, reaching over 50K employees
- Partnering with External Communications, Marketing, HR and other units to ensure connectivity and consistent messaging across internal and external stakeholders as well as helping support State Street’s culture, ID&E and fostering a sense of belonging
Adjunct Professor
Boston College
01.2021 - Current
- Teaching a Managing for Social Impact course to undergrad students, providing a comprehensive view of what ESG is, the different stakeholders and the importance of investment and innovation in the space
Executive Director
Morgan Stanley
01.2020 - 05.2024
- Global head of L&D in Research, serving over 1300+ employees
- Developed and implemented L&D strategy for the department, leading to a 15% increase in performance
- Managed L&D budget for training initiatives, ensuring strategic alignment with priorities
- Leading a 5-people training global team in developing and executing a blended learning and communications program for Research, resulting in a 20% increase in tools & services usage over 1 year
- Communications direction of Research tech management, preparing and conducting impactful communications, media and presentations to senior management
- Executing large projects and product launches combining strategy, technology and business, across multiple stakeholders and business units with superb client focus
Vice President
Morgan Stanley
01.2009 - 01.2020
- Advised and educated over 30 teams globally on the use of the ModelWare Analytical framework, a proprietary framework, and on general accounting & finance topics
- Led 2 large scale initiatives for the use of Artificial Intelligence in Research and 3 complex large-scale projects to improve client experience
- Coordinated work across Research and Technology teams, translating Analysts' needs into requirements; identifying operational challenges and planning/executing corrective actions
- Communicated regularly with executive team members to deliver pertinent details related to progress status and direction for projects
Vice President
Morgan Stanley
10.2007 - 01.2009
- Headed L&D for ModelWare, establishing new hire training strategy, curriculum and courseware
- Coordinated, market & executed global programs for more than 200 individuals
- Held training sessions across divisions
- Led a 10-people team of vendors in the development of a ModelWare Computer Based Training program, used by Research
- Curate all content for training
Vice President
Morgan Stanley
05.2004 - 10.2007
- Founded the Analyst Solution Team, a client service team in charge of advising Research in valuation, finance and accounting
- Spearheaded the launch of ModelWare, a one-of-a-kind Financial Analytical Platform and Framework to be used across Research and for clients
- Trained & advised over 20 Equity Research Analyst teams on model development and the treatment of complex finance/accounting issues, including pensions & leases
- Expert in retail, transportation, media and telecom industries
- Created finance and accounting training materials
- Held recurrent training sessions for over 80 individuals in North America
- Partnered with valuation team to define global standards for valuation based on the Intrinsic Value framework
Senior Associate
Morgan Stanley
10.2002 - 05.2004
- Covered 10 companies (8 wirelesses & 2 media), with market cap of US$4.0 -10.0 BN
- Provided strategic advice to 20+ clients - mutual funds, hedge funds & institutional investors
- Wrote over 50 research thematic and periodic reports on covered companies, industry and economy
- Developed & maintained valuation models for all stocks to support recommendations
Associate Director Financial Planning
Blinds to GO
10.2001 - 10.2002
- Developed budgeting processes for >50 products
- Performed financial analysis
Summer Intern - Media And Education Practice
Booz Allen & Hamilton
05.2000 - 08.2000
- Prepared market research and strategic plan for an online education provider
Corporate Finance Professor
Universidad Metropolitana
09.1997 - 05.1999
- Taught Corporate Finance class to students at top undergrad business school
Senior Analyst International Finance
Pequiven
05.1996 - 05.1999
- Led effort for the company's IPO
- Assessed alternatives for refinancing a major JV
Education
MBA -
Columbia University
New York, NY01.2001
Certicate in Intl Business - undefined
Georgetown University
Caracas, Venezuela01.1998
Bachelor in Business - undefined
Universidad Metropolitana
Caracas, Venezuela01.1997
Skills
- Communications & Leadership
- Investments & Corporate Finance
- Learning & Development
- Strategic Implementation
- Product & Project Management
Certification
- CFA ESG Certificate, 01/01/22
- CFA Charter, 01/01/16
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Portuguese
Limited Working
Timeline
Managing Director- Communications
State Street
05.2024 - Current
Adjunct Professor
Boston College
01.2021 - Current
Executive Director
Morgan Stanley
01.2020 - 05.2024
Vice President
Morgan Stanley
01.2009 - 01.2020
Vice President
Morgan Stanley
10.2007 - 01.2009
Vice President
Morgan Stanley
05.2004 - 10.2007
Senior Associate
Morgan Stanley
10.2002 - 05.2004
Associate Director Financial Planning
Blinds to GO
10.2001 - 10.2002
Summer Intern - Media And Education Practice
Booz Allen & Hamilton
05.2000 - 08.2000
Corporate Finance Professor
Universidad Metropolitana
09.1997 - 05.1999
Senior Analyst International Finance
Pequiven
05.1996 - 05.1999
Certicate in Intl Business - undefined
Georgetown University
Bachelor in Business - undefined
Universidad Metropolitana
- CFA ESG Certificate, 01/01/22
- CFA Charter, 01/01/16
MBA -
Columbia University
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