2010 - 2021
Morgan Stanley Creative Studio
As one of the Principal Designers of the Morgan Stanley Brand System, Creative Studio, for over 10 years, I designed 500+ brand and marketing materials, built and managed the enterprise Brand Asset Library, and JOBS server system. I led studio production for seven years. I created and maintained brand guidelines, creative playbooks and SOPs adopted globally.
In 2019, I traveled twice to Asia over two months, providing on-site support, brand training, and design direction for the Asia Creative Studio, and supporting Morgan Stanley APAC events in the Tokyo and Hong Kong offices. I supported an offshore team in Chennai, providing studio production reviews and brand guidance on their work.
Morgan Stanley Visual Identity Guidelines (Core)
As principal designer for the Morgan Stanley brand, I played a central role in developing and maintaining the Visual Identity Guidelines — the definitive reference for the entire Morgan Stanley brand family. Responsible for ongoing updates across the 2015, 2017, and 2019 brand refreshes, the guidelines provided clear direction for all sub-brands, covering brand philosophy, logo spacing, typography, imagery, color palette, and application standards across marketing materials, communications, events, and digital platforms.
The Visual Identity Guidelines provided clear explanations of brand principles and design decisions, supported by practical exercises.
Brand: Morgan Stanley Brand
Role: Principal Designer
Materials: Visual Identity Guidelines (2019 and 2021 refreshed)
PMM Image Library & Private Banking Group Brand Refresh
Curated the Morgan Stanley Imagery Library System and Private Banking Group (PBG) Image Collections — including the PMM Flagship Library — to support PBG’s home loan focus and PMM’s personalized financial advisor marketing. Collections featured authentic imagery of families, upscale homes, luxury properties, and abstract architectural themes, serving as a cohesive resource across marketing materials, event assets, and Institutional Brand applications.
Brand: Institutional Brand and Private Banking Group
Role: Principal Designer
Materials: PMM Flagship Image Library, Event Guidelines, Icon Library
Private Banking Group Image Library
Morgan Stanley
Core Brand, Brand Extensions and Template System
Graystone Consulting Capability Brochure Template
Designed a series of rebranded capability brochures, placemats, and resource sheet templates for Graystone Consulting, a business of Morgan Stanley. Collaborated with senior creative peers to ensure brand consistency across internal and client-facing materials.
Brand: Graystone Consulting Brand
Role: Senior Designer
Materials: Image Collection, Brochure, Placemat and Resource Sheet System
Graystone Consulting Capability Brochure (Template)
Institutional Resource Sheet and Template System
Designed a streamlined set of institutional resource sheet templates for professional communications. The system features six Classic layouts for text-heavy and informational content, and Energetic layouts blending infographics, data, and bold visuals. Fully customizable and brand-aligned, the templates empower teams to produce polished, purpose-driven materials efficiently.
Brand: Institutional Resource Sheet and Template System
Role: Principal Designer
Materials: Institutional and PMM Image Library, Rebranded Templates
Resource Sheet System, Placemat Templates, etc.
Morgan Stanley Women’s Wealth Seminar Series
Designed full suite seminar template and PPT master file for the 2019 Women’s Wealth Seminar Series — a program focused on empowering women through financial education. The 2–3 page materials covered seminar details, topics, resources, Q&A sections, and worksheets. Design incorporated Workplace Wealth imagery, thin line graphics, iconography, and generous white space for a clean, sophisticated look aligned with Morgan Stanley’s brand standards.
Campaign: Morgan Stanley Women’s Wealth Seminar Series
Role: Lead Designer
Materials: Resources guide, worksheet, brochure and PPT templates
Financial Advisor Recruitment Campaigns
Contributed to the Financial Advisor Recruitment Campaigns, designing branded templates and curating a comprehensive Diversity Recruitment image collection. Images were carefully selected to represent a wide range of backgrounds — senior professionals, college students and recent graduates, military veterans, and individuals from varied walks of life — supporting inclusive, targeted recruitment across campus, military, and managerial hiring initiatives.
Campaign: Financial Advisor Recruitment
Role: Senior Designer
Materials: Recruitment Images and Ad Templates
MS Recruit, Campus Recruit, Senior Financial Advisor and Military Recruit