Annie Whalen

Annie Whalen is a seasoned finance professional with significant experience in fixed income sales and analysis. Currently serving as Vice President and Fixed Income Sales Associate at Morgan Stanley since June 2020, Annie has honed expertise in managing client relationships and deal structuring. Prior roles include Associate at Santander Bank, where responsibilities encompassed deal modeling and client guidance throughout the transaction process. Annie's background also includes a Fixed Income & Finance Analyst position, with notable transaction involvement such as SHUSA’s various bond offerings. Previous internships at Capital Hedge, Headwaters MB, and Liberty Mutual Insurance provided rich experiences in investor research, mergers and acquisitions analysis, and underwriting. Annie holds a Bachelor of Science in Finance and Global Perspectives from Bentley University and completed a semester abroad at Shanghai University of Finance and Economics.