Sean Egan in

Sean Egan

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Managing Director, Global Head of Financial Planning & Analysis at Morgan Stanley
📍 New York, New York, United States

As the Global Head of FP&A at Morgan Stanley, Sean Egan leads a 60-person team and presents financial forecasts to the CEO, CFO, and Board of Directors. His expertise is built on prior leadership roles in Investor Relations and Investment Banking, as well as advisory work at PwC. He holds a BS in Engineering from the University of Pennsylvania and an MBA from NYU Stern.

Sean serves on several of Morgan Stanley’s influential internal bodies, including the firms Finance Management Committee and its Asset & Liability Committee, shaping top-level financial strategy.

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Experience
25 Years
Current Role
Managing Director, Global Head of Financial Planning & Analysis
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sean cares about

Corporate Financial Strategy
He regularly presents budgets and financial forecasts directly to the CEO, CFO, and Board of Directors, shaping Morgan Stanley's strategic direction.
Investor Messaging
In a prior role, he focused on creating a unified public voice to articulate Morgan Stanley’s strategy and investment theses to global stakeholders.
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Career

Work history

8-2022
Managing Director, Global Head of Financial Planning & Analysis
Morgan Stanley
4-2019 - 8-2022
Managing Director/Executive Director, Investor Relations
Morgan Stanley
8-2009 - 4-2019
Executive Director/Vice President, Investment Banking
Morgan Stanley
2004 - 2007
Manager, Advisory Finance Effectiveness Practice
PricewaterhouseCoopers
2002 - 2004
Senior Associate, Process Improvement
PricewaterhouseCoopers
In the press

Media appearances

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Education
2007 - 2009
MBA
NYU Stern School of Business
1995 - 1999
Bachelor of Science in Engineering
University of Pennsylvania
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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Self-employed
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