Joe Bonanno is the Global Head of Data Analytics and Innovation for Citi Wealth. He oversees Wealth’s data strategy, analytics, AI, machine learning, and innovation initiatives. Previously, he was Head of Data, Digital, and Innovation at Citi Security Services, where he drove cloud and data strategy, AI, analytics, blockchain, digital assets, and strategic investments.

Before Citi, Joe was Head of Analytics & Data Strategy, Architecture, and Platforms for Morgan Stanley Wealth Management. He led Cloud, Data, Visualization, Advanced Analytics, Digital, and Machine Learning strategies across Morgan Stanley’s 15MM Full Service, Self-Directed, and Workplace clients. Joe also spearheaded the creation of the firm’s Data Lake, Self-Service Analytical Environment, Next Best Action Advisor Insights, LeadIQ Prospect Matching Engine, and Omni-Channel Project Genome client engagement architecture leveraging agile methodologies.

Joe’s career reflects a track record of building data-driven platforms that enhance advisor productivity, client engagement, and enterprise growth.