My Hoang

Senior product manager with sixteen years of experience in financial services. Proven track record in leading the strategy formulation, design, implementation, and launch of investment advice platforms for wealth management. Highly skilled at partnering with stakeholders across multiple disciplines. In-depth knowledge of investment products.

Morgan Stanley Wealth Management

Executive Director – Product Manager in the Investment Solutions Division Jan 2022 – Present

• Head of analytics for financial planning platforms; lead the design and implementation of enhancements to the firm’s proprietary planning applications; evaluate and select vendor solutions for analytics components available via API.
• Product manager for stock plan analysis solutions, ensure state of the art technology and differentiating capabilities for Morgan Stanley at Work to advise millions of stock plan participants on strategies around their equity compensation.
• Lead team of product owners and oversee product implementation via multiple Agile squad.
• Manage partnerships with Legal, Risk, Compliance, Global Product Committee. Manage product training and marketing.

• Designed, implemented, and launched nation-wide the proprietary Equity Award Analysis (EAA) application, a strategic platform for reinvestment financial advisors to service C-suite executives and high net-worth individuals.
• Designed and implemented Intelligent Withdrawals, a proprietary tax-efficient investment advice platform; expanded functionality including integration with trading systems across multiple account and product types; led pilots and full-field launch to over 16,000 financial advisors and their teams of 25,000 users in total.

• Program manager in two multi-year programs that created innovative financial planning and advisory platforms; delivered integrated solutions to clients and financial advisors.

Management Consultant Apr 2014 – Mar 2017

• Program manager in Americas Finance Change Department; Change Enablement lead in a large-scale, global finance transformation and regulatory reporting program focusing on CCAR (Comprehensive Capital Review and Analysis).
• Developed and managed the adoption of target operating models and after care support models. Managed training development and delivery.
• Supported control framework development and implementation for new regulatory reporting platforms. 

Management Consultant Apr 2012 – Mar 2014

• Business analyst in projects that automated operating processes for the annuities & insurance business with over $67 billion of assets under management across 600,000 client accounts.
• Project manager in the integration of performance reporting operations between Morgan Stanley and Smith Barney.

Senior Associate – Investment Banking Dec 2008 – Mar 2014

• Managed fund marketing and investor relations for private equity funds with over $140 million of assets under management.
• Provided advisory services for U.S. institutional investors on private investment opportunities in Vietnam. 

Associate – Investment Banking  Apr 2006 – Nov 2008

• Supported private investment analysis in various sectors. Conducted appraisal on investment opportunities, including industry analysis and company valuation.

CFA® Charterholder, CFA Institute (Certificate No. 190902)

PMP Certificate, Project Management Institute (Certificate No. 1689960)

MBA, Finance and Marketing concentration, State University of New York at New Paltz

Post Graduate Diploma in Shipping Management, BI Norwegian Business School, Oslo, Norway

BA, Economics, Foreign Trade University, Ho Chi Minh City, Vietnam