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Atul Dalmia

Atul Dalmia

Chief Analytics Officer for Morgan Stanley Wealth Management | Board Member - Goodwill NY/NJ

Morgan Stanley•Short Hills, New Jersey, United States

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Experience26+ Years
LevelCXO

Executive Overview

Specialties: Credit Risk Management, Rewards Analytics, Loyalty Management

Career Timeline

Professional employment history
  • World 50 GroupCurrent
    Sep 2023–Present· 3 yrs 1 mo
    • MemberCurrent
      Sep 2023–Present
  • Goodwill Industries of Greater New York and Northern New JerseyCurrent
    Jun 2023–Present· 3 yrs 4 mos
    • Member, Board of DirectorsCurrent
      Jun 2023–Present
  • Morgan StanleyCurrent
    Oct 2020–Present· 6 yrs
    • Chief Analytics Officer, Managing Director, Morgan Stanley Wealth ManagementCurrent
      Feb 2023–Present
    • MD, Head of Analytics, Modeling & Decision Sciences for Wealth Mgmt, Banking & Marketing
      Oct 2021–Feb 2023
    • Managing Director, Wealth Management Analytics & Data
      Oct 2020–Oct 2021
  • E*TRADE from Morgan Stanley
    Nov 2019–Oct 2020· 11 mos
    • Managing Director, Head of Enterprise Data & Analytics
      Mar 2020–Oct 2020
    • Senior Vice President, Head of Customer Analytics
      Nov 2019–Mar 2020
  • American Express
    Sep 2000–Nov 2019· 19 yrs 2 mos
    • SVP, Global Commercial & Merchant Analytics
      Apr 2018–Nov 2019
    • VP, Enterprise Information Management Platforms
      Apr 2016–Nov 2019
    • Vice President, Data Platforms and Marketing Capabilities
      Jun 2015–Oct 2019
    • Vice President, Prospect Marketing & Digital Capabilities
      Oct 2013–May 2015
    • Vice President, Loyalty Analytics and Prospect & Digital Capabilities
      Jun 2013–Oct 2013
    • VP, Loyalty and Enterprise Growth Fee Svcs Analytics
      Jun 2012–May 2013
    • Vice President, Analytics for US Membership Rewards and Enterprise Growth Fee Based Svcs
      Nov 2011–Jun 2012
    • Vice President, Rewards Analytics
      Nov 2009–Nov 2011
    • Director, US Rewards Analytics
      May 2005–Oct 2009
    • Sr. Manager, External Card Acquisition
      Feb 2003–Apr 2005
    • Manager, Decision Sciences
      Sep 2000–2003

Education

M.S.

Transportation Engineering

Massachusetts Institute of Technology

B.Tech

Civil Engineering

Indian Institute of Technology, Madras

Executive Relationship Map

Reports To
Atul Dalmia
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

BizKonnect has mapped this leadership network including reporting hierarchies, peer connections, and cross-functional relationships.

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Skills & Expertise

20 of 20 skills
Credit CardsAnalyticsCRMMarketingRisk ManagementMarketing AnalyticsManagementBusiness AnalysisLoyalty AnalyticsBig Data AnalyticsFinancial ServicesArtificial Intelligence (AI)Platform ArchitectureBig DataMachine LearningLoyalty ProgramsBusiness DevelopmentPredictive ModelingWealth Management ServicesCredit Risk