Daniela Triana

Institutional Equities, Client Strategy & Business Analytics, Executive Director @ Morgan Stanley

About

Strategic and solutions-driven product leader with 12+ years of experience building data platforms, CRM strategy, and regulatory tech solutions across Institutional Equities. I’ve led $13M+ global initiatives spanning GenAI, MiFID II compliance, and interaction data delivery—always with a focus on bridging front-office needs with scalable technology. My strength lies in translating business complexity into actionable platforms that empower sales, improve monetization, and mitigate risk. I’ve managed cross-functional teams across regions, collaborated with vendors and internal stakeholders, and delivered results in high-pressure, fast-paced environments. Passionate about driving innovation, building high-performing teams, and creating tools that deliver real, measurable value.

Country

United States

City

New York

Industry

Financial Services

Skill

Microsoft Power BI, Jira, Strategic Planning, ChatGPT, Risk Management, Business Analysis, Microsoft Office, Analysis, Project Management, Operational Risk Management, User Acceptance Testing, Change Management, Economics, Agile Project Management, Financial Analysis, Data Analysis, Research, Microsoft Excel, Visio, Photoshop

Experience

Institutional Equities, Client Strategy & Business Analytics, Executive Director

Morgan Stanley

2021-1 - Present · 5 yrs 9 mos

New York, New York, United States

- Driving global product strategy across client engagement, CRM, and event intelligence platforms with a focus on AI-enabled automation, monetization, and sales productivity. - Partner to Sales, Corporate Access, Research, and Tech — leading cross-regional programs that intersect business priorities with scalable solutions. - Spearheading adoption of AI-driven insights and signal modeling across CRM and interaction data to inform relationship management and revenue strategy. -Piloting and shaping internal GenAI use cases, including agentic workflows that support meeting tracking, contact cleanup, and client outreach automation. - Leading strategic rollouts within the corporate access event management space, enhancing client visibility, data quality, and global reporting. - Overseeing interaction reporting, data aggregation, and broker vote methodologies to ensure transparency, compliance, and client value delivery. - Embedded in APAC growth strategy, including client tech innovation in Japan, event digitization, and localization of sales tools. -Trusted product partner in firm-wide data transformation efforts, focused on data governance, usage transparency, and experience design.