Matt Dunn Email & Phone Number

New York, Ny, Us

As the Head of Marketing, Communications and Partnerships for Opto Investments, Matt leads the strategic vision and execution of the company's marketing initiatives. He is responsible for defining and building Opto's brand and market positioning. With a focus on generating scaled awareness and demand for Opto's tech driven private markets solutions, Matt aligns marketing efforts to drive client acquisition and growth efforts. His role includes overseeing PR, content, brand, marketing, and partnerships.

Advisor and partner to asset managers, RIAs and disruptors across TradFi and DeFi improving outcomes at the intersection of sales, marketing, data and technologyResponsible for co-developing the marketing and sales transformation as well as staffing and evolution of marketing functions

Newport Beach, California, Us

Led Americas marketing strategy and teams for Retail and Institutional marketing across US, Canada and Latin AmericaResponsible for developing a comprehensive marketing strategy and evolving our PIMCO brand and client engagement strategies across US, Canada and Latin America covering both wealth management and institutional clients.Led a large team of marketers combining advanced analytics, modern marketing practices and client marketing to help expand and evolve distribution, brand and sales goals. Oversight included client marketing, strategic initiatives (Alternatives, ETFs, Munis), marketing analytics & intelligence, events, growth marketing/ABM, lead programs as well as acquisition and demand gen channels.Executive member working with sales leadership on advanced segmentation, targeting and customer coverage models to scale distribution teams (LTV, lead gen, marketing qualified leads, NLP).

Newport Beach, California, Us

Built an aggressive global digital marketing strategy and organization to modernize, engage and serve our clients globally with a focus on creating commercial value for PIMCOResponsible for developing global digital strategy, team, products, and MarTech vision to support PIMCOs growth targets across markets and client segmentsGlobal oversight include leading a team of technical and modern marketers covering MarTech, product marketing, multimedia, global websites, data & analytics and global campaign strategy.Modernized and empowered distribution of wholesaling force by partnering with Microsoft and Adobe to create a leading client platform to cover more clients digitally at scaleDirected and identified thought leadership expansion opportunities globally through 3rd party syndication agreements

New York, Ny, Us

Headed Digital Marketing for Morgan Stanley Wealth Management, leading the digital marketing strategy serving the firm’s 16,000 financial advisors and 3.5 million clients.• Hired to build a new team and marketing strategy to digitize the practice of 16k FAs with a goal of increasing capacity by creating a scalable contact (customer servicing) model with clients that generates revenue for the firm and a better and more integrated experience for the end client. • Created the vision and led the pilot program with Salesforce on the Next Best Action product that has transformed the way that MS is scaling their client coverage today. • Responsible for developing and leading acquisition efforts for new client segments via a retail direct servicing model.

San Mateo, California, Us

• Built digital publishing newsroom model and overall thought leadership program for the organization. • Oversaw multichannel communications across regions and digital properties creating roles and teams. • Evolved digital contact strategies to increase Financial Advisor digital engagement with a focus on lead generation and digital wholesaling. • Business head responsible for leading the firm’s direct to consumer efforts in the US. • Modernized commentary production/routing evolution to realize efficiencies globally for crisis and thought leadership communications. • Oversaw global social strategy and social advertising efforts and the firm’s award-winning blogs.

San Mateo, California, Us

• Developed and managed social and new media globally. In three years created and implemented a globally recognized social media strategy ranked #3 of the top 50 asset management groups in social media by PWC.• Developed and created primary front-line communication tool for distribution teams to stay informed (Daily Business Intelligence). • Oversaw vision and implementation of webcasting capabilities for cluster meetings and Institutional final pitches and the expansion of 5+ studios worldwide creating low-cost centers of excellence. • Lead the creation of the first iPad app for sales and the public.

San Mateo, California, Us

• Transferred in 2005 to the Bay Area from Canada to lead broader digital communication efforts including email, web programs and audio video expansion • Lead transformation of email marketing and developed Franklin’s core email strategy including the development of the Weekly Wholesaler Email Program. • Identified global streaming (and live broadcast) needs and defined a scalable approach to effectively deliver timely updates from portfolio management and executive teams to our global client base (internally and externally).

San Mateo, California, Us

2000-2005 Studio Manager, Marketing Communications, Toronto, ON, Canada.Oversee the production and strategic distribution of streaming media content produced through the TV & Web broadcast studios.

Bachelor Of Science (B.Sc.), Psychology

Education record