Jason Herman, Executive Director, Morgan Stanley Financial Wellness – Jason is the head of relationship management and servicing for Morgan Stanley's Financial Wellness clients. He has 18 years of experience in the retirement and financial employee benefits field. The last eight years of his career were in senior Human Resources roles, most recently as the Head of Financial Benefits at BlackRock, where he had a particular focus on employee financial wellness. He also spent several years at New York Life Insurance Company focusing on their defined benefit, defined contribution, and deferred compensation plans for employees and agents. He started his career as a pension actuary at Mercer where he consulted on numerous Fortune 500 defined benefit and defined contribution retirement plans. Jason graduated from Cornell University with a BS in Biometry and Statistics.
Amy D. Fee: Vice President, Morgan Stanley Corporate Equity Solutions Group joined Citigroup in 2000, as a Senior Manager at the Sanford I. Weill Center for Executive Development in Armonk, NY. While there, Amy worked closely with The Citigroup Board, Management Committee, Global Corporate and Investment Bank, Citigroup International, The Private Bank and Solomon Smith Barney. In 2004, she joined the Global Stock Plan Services team as a Senior Client Manager for total administration clients on Smith Barney’s proprietary Stock Plan platform. In 2007, she joined the Global Stock Plan Services Business Development Team, supporting numerous Corporate Directors in the Stock Plan Business, strategizing and presenting to prospects and clients on the service offerings. In April 2015, Amy became part of Morgan Stanley’s Institutional Wealth Services Group, and subsequently was assigned the South East Region. In this role, Amy supported Financial Advisor Teams on Morgan Stanley’s institutional service offering. In February 2018, Amy returned to the Global Stock Plan Services Group and support the Stock Plan Financial Advisor Teams on Morgan Stanley’s Global Stock Plan Services and Financial Wellness programs. Prior to joining Citigroup, Amy had a successful career in Hospitality Management, as Club Manager at several premier properties in Westchester County, such as Winged Foot Golf Club, Mamaroneck, NY and Fairview Country Club in Greenwich, CT. She currently resides in Hilton Head Island, with her husband of 30 years. Amy received her Bachelor of Science degree, with honors, from Concordia College, and her Master of Business Administration, also with honors, from Iona College. She is a member of the Global Equity Organization and the National Association of Stock Plan Professionals.
Zahid Avi – Vice President, Morgan Stanley Financial Wellness: Zahid is a product manager in Morgan Stanley’s Financial Wellness group. His responsibilities include day-to-day management of the Financial Wellness platform. Prior to joining Morgan Stanley, Zahid was part of PwC’s Management Consulting organization, focusing on Fortune 100 financial services clients’ needs in the M&A and product development space. Zahid also spent several years in the Commercial Lending Finance organization of American Express where his responsibilities included strategy design and analytical support to grow the organization’s lending business. Zahid graduated from Bentley University with a BS in Economics-Finance.