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Matt Dunn Email & Phone Number

Driving outcomes at the intersection of marketing, distribution, data and technology | Transformation leader across financial services | Team builder | Passionate leader | Proud papa at Opto Investments
Location: Mill Valley, California, United States 9 work roles 2 schools
3 work emails found @frk.com 6 phones found area 727, 650, and 949 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 6 phones

Work email m****@frk.com
Direct phone (727) ***-****
LinkedIn Profile matched
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Current company
Role
Driving outcomes at the intersection of marketing, distribution, data and technology | Transformation leader across financial services | Team builder | Passionate leader | Proud papa
Location
Mill Valley, California, United States

Who is Matt Dunn? Overview

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Quick answer

Matt Dunn is listed as Driving outcomes at the intersection of marketing, distribution, data and technology | Transformation leader across financial services | Team builder | Passionate leader | Proud papa at Opto Investments, based in Mill Valley, California, United States. AeroLeads shows a work email signal at frk.com, phone signal with area code 727, 650, 949, and a matched LinkedIn profile for Matt Dunn.

Matt Dunn previously worked as Head of Marketing and Communications at Opto Investments and RevFolio Executive Advisor & Co-Founder - Financial Services Marketing and Distribution at Revfolio. Matt Dunn holds Bachelor Of Science (B.Sc.), Psychology from University Of Victoria.

Company email context

Email format at Opto Investments

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*@frk.com
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AeroLeads found 3 current-domain work email signals for Matt Dunn. Compare company email patterns before reaching out.

Profile bio

About Matt Dunn

MARKETING Data driven marketing executive with 20 years of experience working with some of the largest financial services companies in the world to develop brand, customer marketing and sales strategies that extend reach with a strong focus on driving revenueLEADERSHIP Passionate team builder, connector, and advocate for employee empowerment and active executive in mentorship programsINNOVATION Recognized and rewarded leader with a consistent track record of reinventing distribution and growth strategies by connecting data silos and melding smart technology with modern marketing practices to help scale and engage client cohorts

Listed skills include Social Media Marketing, Digital Marketing, Integrated Marketing, Strategy, and 17 others.

Current workplace

Matt Dunn's current company

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Opto Investments
Opto Investments
Driving outcomes at the intersection of marketing, distribution, data and technology | Transformation leader across financial services | Team builder | Passionate leader | Proud papa
AeroLeads page
9 roles

Matt Dunn work experience

A career timeline built from the work history available for this profile.

Head Of Marketing And Communications

Current

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.

Aug 2023 - Present

Revfolio Executive Advisor & Co-Founder - Financial Services Marketing And Distribution

Current

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

Oct 2022 - Present

Executive Vice President & Head Of Marketing Americas

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.

Jan 2021 - Aug 2022

Executive Vice President & Global Head Of Digital Marketing

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.

Jan 2018 - Jan 2021

Managing Director & Head Of Digital Marketing For Morgan Stanley Wealth Management

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.
  • 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.
May 2016 - Jan 2018

Vice President, Digital Marketing

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.
Mar 2014 - May 2016

Director - Digital Publishing & Social Strategies, Global Client Marketing

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.
Jan 2010 - Mar 2014

Manager - Digital Communications

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.
Jul 2005 - Jan 2010

Studio Manager

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.

Jul 2000 - Sep 2005
2 education records

Matt Dunn education

Bachelor Of Science (B.Sc.), Psychology

University Of Victoria

Education record

Université De Neuchâtel
FAQ

Frequently asked questions about Matt Dunn

Quick answers generated from the profile data available on this page.

What company does Matt Dunn work for?

Matt Dunn works for Opto Investments.

What is Matt Dunn's role at Opto Investments?

Matt Dunn is listed as Driving outcomes at the intersection of marketing, distribution, data and technology | Transformation leader across financial services | Team builder | Passionate leader | Proud papa at Opto Investments.

What is Matt Dunn's email address?

AeroLeads has found 3 work email signals at @frk.com for Matt Dunn at Opto Investments.

What is Matt Dunn's phone number?

AeroLeads has found 6 phone signal(s) with area code 727, 650, 949 for Matt Dunn at Opto Investments.

Where is Matt Dunn based?

Matt Dunn is based in Mill Valley, California, United States while working with Opto Investments.

What companies has Matt Dunn worked for?

Matt Dunn has worked for Opto Investments, Revfolio, Pimco, Morgan Stanley, and Franklin Templeton Investments.

How can I contact Matt Dunn?

You can use AeroLeads to view verified contact signals for Matt Dunn at Opto Investments, including work email, phone, and LinkedIn data when available.

What schools did Matt Dunn attend?

Matt Dunn holds Bachelor Of Science (B.Sc.), Psychology from University Of Victoria.

What skills is Matt Dunn known for?

Matt Dunn is listed with skills including Social Media Marketing, Digital Marketing, Integrated Marketing, Strategy, Marketing, Social Media, Marketing Communications, and Email Marketing.

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