David Wu is a Managing Director at Morgan Stanley and Wealth Management (“WM”) Head of Knowledge Management & Generative AI. He is responsible for the employee experience accessing reliable information and for the successful deployment of Generative AI capabilities across the broader organization. As part of this mandate, his team is responsible for the content curation and oversight processes, the knowledge platforms including the internal portal leveraged by WM, content management platforms, search engines, virtual assistants, and Generative AI platforms.
Prior to his current role, David served as the COO for WM Analytics & Data, where he was responsible for business administration and group strategy. He joined Morgan Stanley in 2016 after serving in analytics, business development, and data strategy roles at Credit Suisse. David’s time at Credit Suisse included roles in Asset Management and Private Banking both in the United States and Switzerland. He started his career at Deloitte Consulting with a focus on providing business and technology strategy expertise. David graduated from the Stern School of Business at New York University with dual majors in Finance and Accounting
06-Dec-2023Room 1A22Unlocking the Power of AI Assistants in Wealth Management: a compelling case