Atul Dalmia

As the Chief Analytics Officer (CAO) for Wealth Management, Atul Dalmia oversees all reporting, analytics, and data science across Wealth Management, Banking, and Firmwide Marketing at Morgan Stanley. In this role, Atul partners with all lines of business to leverage data to drive decisions, inform strategy, and measure performance. Specifically, this includes: ▪ Reporting, forecasting, and analytics on key and externally reported Wealth Management performance indicators such as Net New Assets to inform business strategy ▪ Analytics and predictive modeling on our client base to grow and deepen client relationships across our core WM channels – self-directed, advisor-led, and MSatWork ▪ Continuously advancing our machine learning and targeting capabilities to better understand and curate our client experience, including customer journeys through our online and mobile channels ▪ Delivering core analytical capabilities across business-lines such as targeting, test & learn, lead management, and performance reporting to support day-today decision making Atul joined Morgan Stanley through Morgan Stanley’s acquisition of E*TRADE in October 2020. Prior to this, Atul worked at American Express for 19 years and was responsible for a variety of roles in data & analytics. He led various analytics and data science functions for the consumer, commercial and merchant business across the customer lifecycle of acquisition, loyalty, customer cross sell and retention. He was responsible for building American Express’s acquisition and customer big data platform which powered use-cases across marketing, risk and servicing use-cases. Atul has presented at several industry conferences on data & analytics and holds many patents. He earned his master’s degree from Massachusetts Institute of Technology and his bachelor’s degree from Indian Institute of Technology, Chennai.