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Shannon Marie Schatzman

Morgan Stanley

Palo Alto, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-09
NJ RA APPROVED 2021-05-14
NY RA APPROVED 2021-04-27
CT RA APPROVED 2020-10-14
  • CA RA
    APPROVED
    Since 2025-05-09
  • NJ RA
    APPROVED
    Since 2021-05-14
  • NY RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2020-10-14

Branch Locations

1400 Page Mill Road, Palo Alto, CA 94304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Palo Alto CA 04/2020 Present
Toast Inc. Boston MA 08/2019 12/2019
Courtyard By Marriott, Marriott International Cambridge MA 02/2019 05/2019
Boston University Alumni Association Boston MA 10/2018 03/2019
W Hotels, Marriott International Hoboken NJ 06/2018 08/2018
Bath And Tennis Club Spring Lake NJ 06/2017 08/2017
Boston University Boston MA 09/2018 05/2019
Boston University Boston MA 09/2016 05/2017
Boston University Boston MA 09/2017 05/2018
Unemployed Boston MA 01/2020 03/2020
  • 04/2020 → Present
    Morgan Stanley
    Palo Alto, CA
  • 08/2019 → 12/2019
    Toast Inc.
    Boston, MA
  • 02/2019 → 05/2019
    Courtyard By Marriott, Marriott International
    Cambridge, MA
  • 10/2018 → 03/2019
    Boston University Alumni Association
    Boston, MA
  • 06/2018 → 08/2018
    W Hotels, Marriott International
    Hoboken, NJ
  • 06/2017 → 08/2017
    Bath And Tennis Club
    Spring Lake, NJ
  • 09/2018 → 05/2019
    Boston University
    Boston, MA
  • 09/2016 → 05/2017
    Boston University
    Boston, MA
  • 09/2017 → 05/2018
    Boston University
    Boston, MA
  • 01/2020 → 03/2020
    Unemployed
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-14
  • S66 Uniform Combined State Law Examination
    2020-10-14

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
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