JUNE 2013
MORGAN STANLEY ISSUE 6
CSC Connection
Keeping You Connected!
Welcome to this month’s issue of the CSC connection!
At Morgan Stanley, we are committed to bringing you
up to date information about the accomplishments,
news, departmental changes, and co-worker
information.
This newsletter is for you. We enjoy writing about the
news & events within the CSC.
June 2013
Inside This Issue
1
Keeping You Connected
2-4
Client Web Support
5-6
Compliments
7-8
Employee Spotlight
9-10 Service Insights
CWS Team: Striving for
Service Excellence
11
Birthdays & Anniversaries
12
Volunteerism,
On a cool and brisk May morning, we had to opportunity to
join Ryne Ely, the Line of Business manager of the Client Web
Support team, for a few minutes to discuss his team and how
things are progressing after the end of the first quarter of 2013.
Though PWM conversion is a little over two weeks from now,
Ryne came across as confidant and relaxed—as if to say that
they were ready to go and “had left no stone unturned.” In
our interview, we discussed PWM conversion, the vision for
2013, touched on goals/accomplishments, and defined what
Business as Usual means to Ryne and his team.
15
PWM Conversion
Ryne shared with us that PWM preparation is going well. The
weekend of May 10th, the team experienced demographic
conversion. This is where all client information came over,
except for the monetary assets. Financial conversion or main
conversion weekend is May 24th. The team has been focused
on training. They are asked to challenge themselves, “How
can we make it easy for a service professional that is not
accustomed or does not have exposure to PWM clients
today?” We want to stress that the support of Morgan Stanley
online is staying the same. The only thing changing is the
clients that we are supporting.
Day
At
the
Races, & Race for the Cure
13-14 Hat Contest Picture Collage
Coming in June
MORGAN STANLEY
JUNE 2013
Striving for Excellence cont’d
Our senior
management team
and key
stakeholders (CSC
Management
Team) are
comfortable with
our current status—
we’re in a good
place right now.”
CSC CONNECTION PAGE 2
CSC CONNECTION NEWSLETTER
Ryne stated, “Our senior management team and key
stakeholders (CSC Management Team) are comfortable with
our current status—we’re in a good place right now.” The team
has also partnered with PSC under Monica. Their primary goal is
to have a more interactive relationship in regards to PWM.
Though PSC is accustomed to working with high net worth FAs,
Chairman’s Club, President’s Club, etc. the Client Web Support
team can share their substantial experience with Client Link. It is
important that both teams bridge the gap for conversion and
post conversion support
In between the demographic and financial conversion
phase (May 10th through May 24th), the team is conducting a
password reset project. They are resetting 2400 PWM passwords-this is for clients who do not have password information on Client
Link. This program started today (May 13th) and will be
communicated to the branch managers on Thursday, May 17th,
of the temporary passwords to their clients. Even though PWM
clients cannot log on until May 28th, the team would like to
provide the field and PWAs an opportunity to communicate with
their international clients or ask any questions in advance of
conversion.
In April, the team facilitated a PWM April Outreach
campaign. They identified PWM clients who logged in regularly
or were frequent users of Quicken, eDelivery, research pages
etc. After reviewing the data, 120 PWM clients were identified as
frequent users and their PWM teams were contacted. They
discussed support of these clients post conversion and reviewed
the support model. They leveraged team members: Kyle
Petersen and Ali Farah who have been supporting Client Link.
PSC is the primary support role post conversion.
CWS Vision for 2013
Though PWM conversion has been a primary focus, the team is
still driving for process improvement, they are conducting a full
revamp of 3DR. Service Central is migrating to 3DR—all of those
pages are being updated to ensure accuracy. Team member,
Loren Suess based in Utah is leading the project. The team has
gained agreement from Service Training and Communications
to provide access to update pages themselves. This allows the
team to streamline the process since there are thousands of
pages that need to be reviewed/approved. Ryne mentioned,
“The objective is to make it easier for our clients to navigate—we
want the search process to make more sense.”
June 2013
CSC Connection
MORGAN STANLEY
The team is also creating troubleshooting guides. Guides
are available for most of the products such as Online Bill Pay,
One View, trading, secure email, and eDelivery. They identify
the top 5 call types and explain to service professionals how to
support that call type from start to finish. The troubleshooting
guides have been well received.
The team is also attempting to centralize Web Support.
They are establishing three teams in the same part of the
building. The calls are then prioritized so that the primary
volume is Morgan Stanley Online. This provides the
representatives much needed repetition to become more
efficient at taking those calls. The team also double-jacks with
Service Professionals to help build the relationship and support
structure.
Lastly, the team is also developing a headline feed. In
addition to CCBs, which can be delayed, they have
developed a SharePoint with which to submit feedback and
information. CWS owns the content that is stored on the site.
The team is encouraging service professionals not only use the
SharePoint, but visit frequently to familiarize themselves with the
any trends or issues. This is in addition to CCB. They are piloting
this program with level II web support professionals at this time.
The team is hoping to launch to all of the level I population
before May 28th. They will facilitate focus groups to attain their
feedback.
CWS is also revamping all of the training modules to
ensure a more accurate time allocation to the training. They
are focusing on the key takeaways that a Service Professional
needs for each product that they will be supporting. The
feedback from Service Professionals has been positive and they
are asking for more scenarios.
What is a typical Day?
The team consists of 6 analysts, including Ryne Ely; they
are often referred to a Level III. The overall responsibility of a
CWS analyst is to support level I and level II representatives.
They also support business and ASG (Application Support
Group) inquiries. Their number one responsibility is to process all
level I and II escalations through service portal. They also
support two email boxes from the field/business, along with the
PWM hotline. A typical day is 4-5 hours processing service
portal inquiries, then working on assigned projects, answering
emails from the business and field, and working through service
portal tickets that were unresolved.
PAGE 3
The team is also
attempting to centralize
Web Support. They are
establishing three teams
in the same part of the
building. The calls are
then prioritized so that
the primary volume is
Morgan Stanley Online.
MORGAN STANLEY
What is BAU?
Business as usual would mean
that communication lines are
consistently open. Relationship
building is the crux and foundation of
the department. It’s not simply about
facilitating an occasional focus group,
but rather having the consistent
contact and feedback with Level I
and Level II Service Professionals.
There should also be better “bottom
up escalation.” The CWS team or CSC
leadership should never receive a call
or email from someone in applications
support or the business side stating, “Is
“Online Bill Pay down?” There needs
to be better communication. Service
Professionals should be confidant that
if they identify an issue that they can
escalate “bottom up.” The team
should not be the last ones to hear
about a problem if the proper lines of
communication are in place.
JUNE 2013
CSC CONNECTION PAGE 4
CSC CONNECTION NEWSLETTER
Ali Farah, Jamie Severns, Ryne Ely, Loren Suess, Theo Denanyoh, and Kyle Petersen.
Accomplishments/Goals
Though, the team is just starting the second quarter, there are
some accomplishments such as Real Time Feed. It is still in proof of
concept, but has the potential to be a big accomplishment for the
group. Another accomplishment is that Joel Hancock, one of the CWS
team members is now working in New York City on a business team
under Tom Duffy, MD, Banking Services. His dedication and effort is an
example to all employees in the CSC who are looking for career
pathing opportunities. The email confirmation process is another
accomplishment. The team experienced an immediate decrease in
call volume and average call handle time. The process was
streamlined and unnecessary steps eliminated.
Conclusion
In closing, we asked Ryne to explain when he knows that he’s
had a good day. He explained, “I try to get my folks to work smart—to
be effective and efficient.” The team tries to take a direct approach in
supporting Service Professionals. They try to identify those employees
that need their help and in turn provide support directly. It is about
relationship building. They don’t want to be that team that is invisible
and purely works behind the scenes—they want to be leaders and
have an interactive relationship with the teams, field, and business
partners they support on a daily basis.
June 2013
CSC Connection
MORGAN STANLEY
PAGE 5
Compliments & Recognition
Client wanted to compliment Karen Hunt
due to a very complicated issue that she
resolved. Karen stuck with the client until the
very end, the client stated that she was
fabulous and was the only person who was
able to resolve her issue. Thank you Karen
for providing World Class Service.
Our client asked to speak with me tonight
regarding her call with Deborah Slaughter.
Mrs. Estep stated she was nearly in tears
when she called regarding some fees that
had been charged to her account.
Deborah was like an Angel for her, she was
so patient and helpful. Deborah took the
time to sort out the information she needed
to put her at ease and feel much better
about the situation. Mrs. Estep wanted to
make
sure
Deborah
received
the
recognition she deserved for her great
service.
Great Job Deborah! Keep it up!
-Chris Stott
I just heard a compliment for the Insurance
team as a whole. Matthew Ramer from
branch 474 called in and spoke to Michael
Miller. Michael was very patient and
knowledgeable throughout the call. At the
end of the call, Matthew states “You guys
are the only department with MS that are so
uber patient… Bringing people to what they
need to see and just kind of guiding them
along…every other dept is annoyed when I
call with questions like this…I just don’t do this
very often. I really appreciate you kind of
easing me through…click here, clear
there…I don’t know what they put in your
water. I really appreciate your patience with
helping out guys like me get through this.”
While Matthew speaks of the department as
a whole, I believe it also shows what an asset
Michael Miller is, as the compliment came
about because of the way Michael handled
the call.
I just wanted to take a moment to pass
along my thanks to Gina Tempest for her
assistance this morning with what at first
seemed to be a very strange Clientserv issue.
I contacted Gina Tempest who quickly
determined this was a GSPS account. She
took the call from the CRO with the client on
the line and resolved the issue in a matter of
Jason did an
outstanding
job assisting us
with system
issues and
answering
questions
regarding
calls and
whatever else
was needed.
One of our branch CROs called in with a client from
Korea who stated that he placed a trade online
while in Korea, and requested a check, which he
still has not received. He was now requesting the
check be delivered to one of our branch offices
while he is here visiting the U.S. The client stated
that he had no account number, and at first this
issue was very puzzling.
I contacted Gina Tempest who quickly determined
this was a GSPS account. She took the call from the
CRO with the client on the line and resolved the
issue in a matter of minutes.
Her handling of the matter was professional, and
her manner conveyed that she was confident,
knowledgeable and thorough. In addition, she was
gracious and kind.
Gina, as I am sure you already know, is the
consummate professional. I was lucky to have had
her assistance this morning.
Best, Nancy Balmert
I just wanted to let you know that Garn Chilcote
went above and beyond today in dealing with one
of our clients.
This client was very irate and extremely hard to
handle.
And Garn handled it like a true
professional.
There isn’t many associates that could handle a
call like this one and Garn did it with true grace.
Not only did he deliver great service he kept the
client from giving up and not enrolling online all
together.
I just thought I should pass this along and show our
appreciation for Garn and his excellent service.
Thank you, Jeanette L. Cox
We had a Brazilian DTV stock plan participant call
in today – he needed to speak to someone who
spoke Spanish, and as luck would have it as I
connected him to the call center Ricardo Oporto
answered.
Ricardo is fluent in Spanish, provided outstanding
service, and helped me open a new account, to
be funded with $989,000 of stock sale proceeds.
I think it’s important for you guys to know when
something like this happens as a result of an
employee doing a great job.
Thanks Cody & Joe for hiring great people.
MORGAN STANLEY
I had the pleasure to speak with Wendy McSwain
(Viacom) who had nothing but great things to say
about Travis Baldwin. She explained that she was
worried that she had not received a 1099 from her RSU
account. That Travis took about five minutes to figure
out that the client would not receive a 1099DIV this
year because of the conversion and the De Minimus
rule. She stated that Travis was able to explain the
situation to her so that she could understand. She is
very thankful that Travis could figure that out because
now she can proceed with filing her taxes.
I just wanted to send you an email and tell you that I
think Nick Tomaselli is amazing. He has been a real
asset to Mona Marler and I with the survey information
along with other requests. Not only was he efficient but
with every change or request we made he went
forward with a “Can Do” attitude. A lot of times our
peer to peer interactions are not as wonderful as we
would hope but he has set a standard that we all can
look up to. Even though he is no longer on the phones
he has represented himself as someone who honestly
and sincerely is providing
WORLD CLASS SERVICE!!!
I know we have spoken a few times in the past
regarding issues in our performance reports for The
Bucci Group. I just got off the phone with Wes Hill, and
prior to hanging up I had asked him for his managers
name and he gave me your name. Too many times
managers hear complaints and not enough praise and
good comments.
I just got off the phone with Wes, and he truly knows
what he is talking about, he really is an asset to your
team. He goes above and beyond for the question(s),
and truly researches an answer and makes it easy to
understand. I just spent the last 20 or so minutes on the
phone with Wes and he answered every question and
even offered other suggestions on how to get the
information that I needed. He didn’t push me off on
another department and he made sure before
hanging up the phone that we were all set for our
meetings tomorrow.
I appreciated his attention to detail and his customer
service he is very important to your team, and I hope
there are more people in your department like Wes in
the future. Warmest Regards, Natalie
I asked Jessica for her boss’s email address so I could
write you. I don’t remember the last time, if ever, I’ve
written this kind of email. Being a legacy Smith Barney
FA, the conversion and the support has been very
challenging over the last several months. I was worried
about the experience I would have trying to get my
LinkedIn profile compliant and professional.
JUNE 2013
CSC CONNECTION PAGE 6
CSC CONNECTION
NEWSLETTER
Jessica Jackson provided
me with the
best customer
service experience I’ve had in a long time. She was
knowledgeable, patient, considerate and very
pleasant. It was so exceptional, I wanted to ensure that
Jessica’s superiors were aware of the level of
excellence she offers. I can only thank her and you for
the exact kind of positive experience we hope our
clients feel after we have met with them.
Please pass this along to Jessica and kudos to you for
hiring such good talent.
Bradley Forman
You are incredibly fortunate to have someone like
Debra Chiesa on your team. She is incredibly talented
in her field. Debra takes her time, makes sure she
absolutely has the right answers and then assists us
effortlessly.
She is to be commended for her complete knowledge
of the subject, tenacity for follow-up and the smarts to
make us look very good to our client base.
Give this employee a big raise so we never lose her!
There should be more people like Debra and our jobs
would be so much easier with our clients.
Thank you, Lynn
An Intuit client wanted to pass along how pleased she
was with Erica Noble’s service. She worked in a
customer service department herself, and therefore
knows the importance of quality customer service. She
was extremely happy with the way Erica was able to
navigate her through the system in order to answer all
of her questions, as well as her ability to solve her issue
effectively and agreeably.
I just spoke to Mistina Muscatel (Google). She got me
on the line to give Maureen Halasz a glowing review.
Ms. Muscatel informed me that her and her father had
been going around and around about her taxes and
Maureen was able to answer all of their questions. Ms.
Muscatel stated that Maureen was able to answer
everything with ease and was very well versed.
Compliment Spotlight
I had the pleasure to speak with Thomas Keeney (GSK).
He enjoyed his interaction with Maureen Halasz so
much that he made up his own word “Fabtabulous”.
Mr. Keeney described Maureen as if she were a
superhero. Mr. Keeney stated “Maureen was super
helpful, she was able to leap tall buildings in a single
bound and very pleasant throughout our call”.
Maureen was able to find the clients missing tax
document and see that there was an issue that
needed corrected with the first tax form. Maureen may
not have super strength or laser vision but she is truly a
customer service superhero. This is the third compliment
that Maureen has received this month.
June 2013
CSC Connection
MORGAN STANLEY
Employee Spotlight
Utah
Eric Diaz
Team: Insurance Licensing. I have been with the company
for a year and half.
Family: I am married to Tiffany 12th year. We have four
children Kai 2, Tea 4, Mercedes 7, Zane 9
Fav Movies: Any baseball movie ranks up there, but “The
Rookie” is a classic, I still tear up in the end when he talk to
his dad.
Fav Food: Free Costco Samples (I’m weird)
Music: Roger Clyne and the Peacemakers
Future Plans: I have really enjoyed my time here and hope
to make a long career with the company
Desai Madrigal
Team: Currently in PSC and have
been here for 10 years
Family: I am married and have 3 kids
Fav Movie: My two that rank the same are
Wedding Crashers and Man on fire
Fav Food: Mexican food
Location: I live in Taylorsville, Utah and
was born in Tabasco (like the sauce),
Mexico
Michael Vande Sluis
Team: I am a manager for NNA, and I have been
with the firm for almost 8 years.
Family: I am married and we have our first
child on the way.
Fav Movie: Young Frankenstein
Favorite Music: Anything but Country
Hobbies: Triathlon
PAGE 7
MORGAN STANLEY
JUNE 2013
CSC CONNECTION PAGE 8
CSC CONNECTION NEWSLETTER
Employee Spotlight
Ohio
Lisa Mollett
Team: CSC Client Support –
I have been with Morgan Stanley for 12 ½ years
Family: I am married. I have a son-Nicholas who
is 29years old and a daughter Holly who is 27
years old and 6 grandkids.
Fav Music: My favorite music is
Motown (70s & 80s Rock
Hobbies: are spending time with my kids,
grandkids, and reading, crafting and going to
the Spa for a massage.
Stephen Jones
Team: Banking & Lending
Family: I am currently engage to my girlfriend of 11
years. We have two boys together, Gavin and Brayden
ages 8 and 2 respectfully
Education: Ohio State University
Fav Food: Pepperoni & mushroom Pizza
Fav Movie: Star Wars: Empire Strikes Back.
Hobbies: I enjoy participating in recreational
soccer and playing golf whenever I can find time.
Denise Tawrosza
Team: BLS
Nickname: Awesome Denise
Education: Bachelor of Science in Pharmaceutical
Sciences from OSU
Hobbies: Golf and watching OSU Football
Fav Food: Seafood
My Future Plans: I want to eventually
move back down south
June 2013
CSC Connection
MORGAN STANLEY
PAGE 9
Service Insights
Service Insights: March 2013 Business Highlights
We are pleased to provide the March 2013 business highlights from select lines of
businesses as presented in the Service Insights meeting for Business Highlights &
Field Management conference call hosted by Michael Goering, MD on Wednesday,
May 1st.
Banking and Cash Services (Sarah Jamgochian)
Teletech Servicing Partnership -61 phone FTE in Pioneer (Manila) and 61 AAA and
19 GSPS FTE in Black Canyon (Arizona). There are an additional 12 FTE in Pioneer
(Manila) assisting with the historical document processing in an off-phone capacity.
SBL Service Model Working with the SBL product team to determine the optimal
service model for SBL support among the various support desks in SBL. 2013 goals
include SBL contribution to the FF IVR and migration to Service Portal away from the
8+ email addresses to improve transparency among groups and in the field. Phone
Migration target is May 17th.
American Express - Questions on Anniversary Spend Award began in March and
communications are being drafted for the employee card offer. Working with the
product team on the launch of the LatAM service model and Application process
(April) and Invest Rewards options (August).
Client Web Support (Ryne Ely)
Escalation Trends- The majority of CSC volume related directly to Tax Season, OFX
Instability, LSB Credential Requests and TurboTax Download inquiries.
Outages- OFX Instability through mid-March.
PWM Migration- CSC began developing approach for a PWM April Outreach
Campaign, contacting 70 PWA Teams for 110 PWM clients. CSC worked closely with
T&C to begin development of PWM Training/Support pages.
Open Risks- LSB Credential Request post 4/26 (Loss of Citi access).
Accomplishments- CWS obtained T&C agreement to gain access to 3DR editor in
order to efficiently run through all 3DR updates in May.
Branch Services (Monica Suess)
Metrics Observation: Year over Year
March 2013 call volume has increased 35% over Mar. 2012 and is attributed 100% to
the SB Conversion.
 Service Level and Average Speed of Answer have improved despite the
increase in volume
 The steady decrease in volume is assumed to be a combination of IVR
technology enhancements and user adoption of IVR key words.
PSC (Monica Suess)
Metrics Observation: Year over Year
March 2013 call volume increased 300% over Mar 2012 and is primarily a result of
the SB Conversion. Continued growth is attributed to proactive outreach initiatives.
 Service Levels, Handle Time and Call Wait reflect minimal impact considering
PSCs rapid growth
 The PSC Team has since expanded from 6 SPs to 30
MORGAN STANLEY
JUNE 2013
Service Insights Cont’d…
CSC CONNECTION PAGE 10
CSC CONNECTION NEWSLETTER
New Accounts (Dan Shepherd)
Call Volumes: Remained fairly flat in March. Volumes have historically remained in a
narrow range during summer months.
NNA Manual Migration: Launch of the new NNA Main Menu on 3DR. Next in scope is
the edits to new hire training for NNA based on feedback from the first round of
training.
Education Project: Targeted emails are being sent to ~100 CSA/FA teams with
higher reject rates outlining online resources and document guides. CSC will follow
up relative to these emails if these employees call into the service centers.
WebNAS Enhancements: As a result of feedback submitted through the We Hear
You program and in support of the Making it Easier To Do Business initiative, there
were several changes made in WebNAS.
Mutual Funds (Seth Bodle)
529 Accounts
 Citi duplicate 529 STP (Bright Start & Scholar's Choice) 1099Q's mailed
March 3; clients disregard
 529 STP 1099Q correction requests and follow ups
 529 STP Aged Based Migration Corrections
Mutual Funds
 Order entry, journals, and AutoVest/Systematics continue to drive volume
 March 1: Iowa Advisor 529 Plan conversion; call center volume for
networking these plans
 April 10-11: MSIM ticketed money market funds convert from T+1 to T+0
 June 7: Bright Start Principal Protection Income Portfolio closing; funds
exchanged into Cash Reserve
Marketing (Stephen Rice)
• Approval to add five additional service professionals to the desk
• Began one on one assistance campaign with Financial Advisors
• Discussion of Dialogues / Newsletters Pilot to pare down list of participants
• Photo shop software in process of being added the desk
• Preparations commenced for May Marketing Product Owner visit
Insurance (Victor Rixe)
Call Volumes: Insurance Licensing volumes have decreased by about 12% from
January levels through the end of March.
Staffing and Knowledge: No change in staffing during March. Representatives
continue to improve efficiency, handle time was 6:45, which continues the downward
trend during the last few months as representatives become more experienced (Dec
7:51, Jan 7:33, Feb 6:58).
Other Updates: Insurance Operations--new splash page, easier to navigate, updated.
June 2013
CSC Connection
MORGAN STANLEY
Anniversaries
Name
Tipple, Lauren Rose
Peterson, Chelsea Lynn
Burton, Jared Scott
Sabatini, Peter
Waterer, Zachary
Lindeman, James Paul
Pedrozo, Antonio Jose
Shipley, Myranda Kay
Waldman, Brenn Alicia
White, James
Chianese, Joseph Patrick
Davis, Nicholas
Devonish-Hanes, Natalie
Albeerdaph
Duvall, Daniel
Elkins, Robert
Golko, Daniel Elliott
Jefferson, Charles
Kirsop, Margaret Anne
Lawler, Ashleigh Brooke
Vannucci, Nolan J
Petrie, Julia
Lloyd, Jed Jonathan
Mertz, Todd Eric
Homer, Candice Lynn
Vande Sluis, Michael
Foster, Erin
Scott, Shawn
Tanner, Valerie Anne
Fallows, Michael D
Anniversary
1
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
5
6
7
7
8
8
8
8
16
PAGE 11
Birthdays
Name
Birth Dt
Greco, Jared Paul
Leatherman, Andrew
Edward
6/1
Nuzum, Justin Paul
6/3
Thompson, William R
6/3
Crookston, Colby
6/4
Vargas, Danny A
6/4
Collier, Shara
6/5
Nicely, Andrew
6/6
Pestana, Michael
6/6
Baldwin, Michael Travis
6/7
Saunders, Ryan Terrell
6/7
Bennoui, Nadia Jora
6/8
Madden, Yvonne
Cheugh III, Robert
William
6/8
6/2
Poluszek, Craig
Anthony
6/25
Bartlett, Jennifer C
Burgener, Gerry
Tueller
Romney, Stephanie
Alison
6/26
Hanna, Melanie Lynn
6/27
6/9
Struhs, Sandra
6/27
Fulton, Tameryn
6/9
Burson, Craig
6/28
Cudney, Jacob Ned
6/10
Madrigal, Desai
6/28
Holliday, Bryan
6/10
Kirsop, Margaret Anne
6/11
Morris, Ashley
6/11
Cypert, Katie elizabeth
6/12
Haroldsen, Warren
6/12
Stejskal, Victor
6/12
Beckett, Darryl
6/13
Mattox, Tyra
McDaniel, Nakisha
Dionne
6/13
Landry, John Gerard
6/15
Montoya, Nancy Lee
6/26
6/26
JUNE 2013
S
M
T
W
T
F
S
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5
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7
8
9
10
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12
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15
6/15
16
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Labute, Joseph
Evener, Sarah
Jamgochian
Ismail, Fahmiya
Mohamed
6/16
23
24
25
26
27
28
29
6/17
30
Howell, Terrell
6/18
Page, Jameica Shanta
6/18
Ransom, Paul Anthony
6/18
Hehman, David Henry
6/20
McCleskey, Bertram
6/20
Bibichkov, Konstantin
6/21
Kozarev, Ivan Nikolov
6/21
Miller, Michael John
6/14
6/17
JULY 2013
S
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6/21
14
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Bush, Rachel
6/22
21
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25
26
27
Erickson, Justin Chad
6/22
Wildauer, Andrew
6/23
28
29
30
Fetherolf, Jason
6/25
MORGAN STANLEY
JUNE 2013
CSC CONNECTION PAGE 12
CSC CONNECTION NEWSLETTER
What could be better than helping your
community?
One of Morgan Stanley’s Core Values if the firm is Giving Back to the community and investing in our
future by contributing time to community projects. In June, we will be kicking off our 8th Annual
Volunteer Month and we are asking each of you to join in the fun.
You may be a volunteer and not even realize it. If you are not sure if something is considered
volunteerism, the rule of thumb to remember is:
If you are doing something to help the community and not receiving any kind of compensation, this is
volunteerism. You may be doing something you are having a ton of fun with and not even realize how
much you are contributing to your community.
 Scouting
 Reading to children at schools
 Walking dogs for a shelter
 Letters to soldiers
 Teaching Sunday School
 Coaching
 Running errands for a neighbor in need
The list is endless!!
Please type volunteermatch into your browser to find opportunities in your area and to record your
hours. Hours recorded from May 15th – July 15th will count toward the firm’s goal to exceed last year’s
numbers of 176,000 hours.
If you have any questions about whether or not something you are doing can be counted towards our
volunteer hours, please feel free to reach out to Tina.Peck@morganstanley.com.
Morgan Stanley
Race for the Cure
Race Day Schedule
Head downtown early to avoid the traffic, secure an easy parking
spot and get in on the fun!
6:00 am The Vern Riffe Center (77 S. High St.) will open to accept
Race day registrations and pledges.
7:00 am Expo Area Opens at Broad Street between High and Third
Streets
7:00 am SurvivorPalooza Opens on the Northwest Lawn of the
Statehouse
8:00 am 5K Run (Runners being competitively timed with the blue
timing chips line up first at Front and Elm Streets, followed by the
untimed 5K Runners.)
8:20 am 5K Walk (Walkers line up south on Front Street, behind the
runners.)
9:15 am 1 Mile Family Fun Walk (Line up east on Broad Street.)
9:30 am The Hot Pink Racers will give a concert on the west plaza
of the Statehouse steps. Don't miss them!
10:30 am Survivor Ceremony - stay to honor those we've lost to
this disease and celebrate those who have survived. The
ceremony will also take place on the West Plaza of the
Statehouse.
2nd Annual A Day at the
Races Hat Contest!!
On May 3rd The Morale Committee hosted
the 2nd Annual “A Day at the Races” crazy
hat contest and it was a great success.
We had over 3 times the participation
from the previous year. In 7 different
Morgan Stanley locations there were 120
people wearing a crazy hat. We would
like to thank everyone who participated
in the fun this year. The voting is been
taking place and the overall winner will
be announced this week. Just a recap of
some of the crazy hats that were worn,
Please look below!
If you have any questions regarding the
Morale Committee or the events hosted
please feel free to reach out to Tina Peck.
June 2013
CSC Connection
Bri Prevo
o
MORGAN STANLEY
Day at the Races!
OHIO
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MORGAN STANLEY
JUNE 2013
CSC CONNECTION PAGE 14
CSC CONNECTION NEWSLETTER
Day at the Races!
Utah
James Schelin
Robert Christensen
o
Gail Hughes
Anthony Goodavish
o
June 2013
CSC Connection
MORGAN STANLEY
Coming in
Coming in June, we are
excited for Warmer
Weather!
For the June newsletter: we’ll
have Service Insights, an
article/introduction to the new
Spanish Support Line team, We
Hear You overview, CSC
spotlights, compliments, Update
on Global Volunteer Month, and
recognition.
STAFF
Editor
Omar Montalvo
Writer/Photography
Tina Peck
Executive Designer
Karissa Shablesky
If you have any feedback or ideas, please reach out to
the CSC Connection staff
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