Kristin Peta in

Kristin Peta

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Strategic Projects at Morgan Stanley
📍 New York, New York, United States

Kristin is an accomplished financial services professional with extensive experience in leadership roles at Morgan Stanley and Credit Suisse. A results-oriented leader with an MBA from the University of Southern California, she specializes in client strategy, finance, and communications across complex global businesses.

She holds both the Series 7 and Series 63 certifications, showcasing her deep expertise in securities regulations alongside her strategic executive functions.

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Experience
25 Years
Current Role
Strategic Projects
Location
New York, New York, United States
Personality Overview

How Kristin shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kristin cares about

Global Client Strategy
Her background includes serving as the COO of Client Strategy, demonstrating a focus on managing and growing relationships with key accounts on a global scale.
Strategic Communications
Her current role as Chief Operating Officer for Strategy, Planning and Communications at Morgan Stanley highlights her focus on aligning execution with clear internal and external messaging.
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Career

Work history

3-2020
Strategic Projects
Morgan Stanley
2017 - 3-2020
Chief of Staff to Global CIO
Morgan Stanley
2008 - 2016
COO of Client Strategy and Director of Key Account Management
Credit Suisse
2005 - 2008
Vice President
Credit Suisse
2001 - 2005
Associate – Vice President
Credit Suisse
In the press

Media appearances

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Education
Master of Business Administration (M.B.A.)
University of Southern California
Bachelor’s Degree
University of Southern California
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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