Anna Renner

Morgan Stanley Wealth Management

Chicago, Illinois, United States

About

Experience

  • Client Engagement Associate at Morgan Stanley
    Aug 2025 - Present · 11 mos

    Collaborate with Financial Advisors to develop and implement customized digital marketing strategies to drive business growth and enhance client relationships Generate and manage digital content and campaigns to effectively communicate Morgan Stanley’s value proposition to clients and prospects Analyze digital engagement metrics to optimize marketing strategies

  • Texas Christian University (Part-time · 2 yrs 9 mos)
    • DXCC Campus Creator - Office of Loyalty Giving
      Jul 2024 - May 2025 · 11 mos

      Served as an ambassador of TCU by spreading awareness of philanthropic efforts Developed strategic marketing plans and communications strategies and build strong relationships with donors Stewarded, cultivated, and solicited donors through personalized video outreach efforts utilizing my impromptu speaking skills Managed communications to a portfolio of 1,500-3,000 prospects with personalized messaging

    • Peer Mentor
      Aug 2023 - May 2025 · 1 yr 10 mos

      Proposed and created class content Created and initiated ice-breakers Mentored incoming freshman Graded assignments

    • Adventure Trip Program Leader
      Aug 2023 - Aug 2024 · 1 yr 1 mo

      Guided overnight and day trips consisting of kayaking, backpacking, camping, rock climbing, paddle boarding, and more Lead full moon yoga paddle trips on a nearby lake Connected likeminded outdoor lovers through leading fun adventures

  • Economic Policy Project at Bipartisan Policy Center
    Jun 2024 - Aug 2024 · 3 mos

    Wrote two blogs on tax policy (one collaborative, one individual) Worked closely with The American Savings Education Council (ASEC) Assisted staff in preparing responses to the Hill and other congressional requests Conducted research, analyzed information, and created graphics and writing samples from my research Attended roundtables, summits, events, and seminars Note-taking and condensing complex material into digestible deliverables for roundtable attendees Monitored major Congressional activity Analyzed federal budget data and budget proposals Drafted event descriptions, coordinated schedules, and provided strategic input

  • Intern at Lotus Rising Yoga Therapy
    Aug 2023 - Dec 2023 · 5 mos

    Yoga therapy (physical and emotional trauma) apprentice Trained in Myofascial Release Therapy and Somatic healing techniques Used props and modifying postures Crafted teacher training materials Researched theories and related topics to continue education

  • Research Associate at Lochlin Partners
    Jun 2023 - Aug 2023 · 3 mos

    Developed search strategies and conducted research to identify potential candidates for a leading boutique retained executive search firm Gained a deep understanding of various industries, organizational structures, and roles of the leadership team Participated in client and candidate meetings