Joseph Bonanno

Global Head of Data Analytics & Innovation at Citi Wealth

Panellist

Joseph Bonanno is the Global Head of Data Analytics and Innovation for Citi Wealth. In this role, he is responsible for overseeing the data strategy, analytics, AI, machine learning, and other innovation initiatives. Prior to this, he served as the Head of Data, Digital, and Innovation at Citi Security Services, where he led the cloud and data strategy, artificial intelligence, analytics and reporting, blockchain and digital asset technology, along with strategic investments and client-facing systems. Prior to Citi, Joe was the Head of Analytics & Data Strategy, Architecture, & Platforms for Morgan Stanley Wealth Management. Joseph was responsible for driving the Cloud, Data, Visualization, Advanced Analytics, Digital, and Machine Learning Platform strategies across Morgan Stanley's 15MM Full Service, Self-Directed, and Workplace customers. Joseph led the creation and implementation of Morgan Stanley Wealth Management's Data Lake, Self-Serve Analytical Environment, Next Best Action Financial Advisor Insights Platform, LeadIQ Prospect Matching Engine, and the Omni-Channel Project Genome client engagement architecture leveraging agile methodologies