James Monahan

Executive Director and Regional Head of North America Position Services, Morgan Stanley

James (Jim) Monahan is an Executive Director and Regional Head of the Institutional Asset Servicing Group at Morgan Stanley, managing groups in the Baltimore and the New York Morgan Stanley offices with oversight responsibility for the Firm’s Global Corporate Action Data Validation Services, US Proxy Support across both the Institutional and Retail Divisions and Management of the America’s Regional Institutional Corporate Action processing functions.

Jim is a Past President of the Corporate Action Section within SIFMA’s Operations and Technology Society, a member of the Private Client & Capital Markets Working Group at SIFMA, a member of the DTCC Asset Advisory Board and a Member of the US Proxy Independent Steering Committee.

Jim has over 30 years brokerage operations experience with a primary focus being on domestic and global Corporate Actions, other areas of experience are: Risk Management, Stock Loan Operations, P&S reconciliations, Settlements and Global Project Management.