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May 2026

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WB

William (Bill) Obrien

Corporate Client Group Director
Morgan StanleyChicago, IL, USA
Grid Insight

Bio

Ann is an accomplished ESOP executive with 20+ years of experience in a multitude of industries. Prior to joining The ESOP Group at Morgan Stanley, she was the General Counsel and Chief Administrative Officer at a $500MM employee-owned company.

#Succession Planning
#1042 rollover
#Trustee
#Post Transaction
#QRP

Roles

  • Registered Investment Advisor (Ria)
  • Wealth Advisor
  • Financial Advisor

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    Morgan Stanley
    Service Provider

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Chicago, IL, USA

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