Marketing Consultant
Current
Sep 2023 - Present
AeroLeads people directory · profile
Morris Lum Email & Phone Number
Marketing Consultant
at
TRUVION
1 work email found
@opesadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Who is Morris Lum? Overview
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Quick answer
Morris Lum is listed as Marketing Consultant at TRUVION, based in San Mateo, California, United States. AeroLeads shows a work email signal at opesadvisors.com and a matched LinkedIn profile for Morris Lum.
Morris Lum previously worked as Senior Manager, Product Marketing at Flagstar Bank and Senior Specialist, Product Marketing at Franklin Templeton Investments. Morris Lum studied at Usc Marshall School Of Business.
Company email context
Email format at TRUVION
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{first_initial}{last}@opesadvisors.com
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AeroLeads found 1 current-domain work email signal for Morris Lum. Compare company email patterns before reaching out.
Profile bio
About Morris Lum
Morris Lum is a Marketing Consultant at TRUVION.
Current workplace
Morris Lum's current company
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8 roles · 15 years
Morris Lum work experience
A career timeline built from the work history available for this profile.
Senior Manager, Product Marketing
Managed product collateral for the Distributed Retail Mortgage business line including new product launches and existing products. Led the development of multi-channel product marketing campaigns targeting both B2B and B2C customer audiences. Designed and implemented go-to-market digital advertising marketing initiative that grew sales team online opportunities. Optimized customer web journey and experiences that drove adoption in collaboration with sales, product, and content design teams. Key Accomplishments: -Increased loan applications and closed loans by 15% through marketing initiatives. -Marketing efforts led to record mortgage sales production in 2020 and 2021 (40B+, 50B respectively). -Successfully led the brand transition of Opes Advisors to Flagstar bank (300+ employee, 200+ sales personnel across 30 retail branches) to streamline messaging
2016 - Mar 2023
Senior Specialist, Product Marketing
Launched marketing collateral for 15+ new retail and institutional mutual fund products. Developed relevant and timely marketing content through an agile marketing concept. Partnered with cross functional teams such as sales, portfolio, legal, and creative services to implement and execute projects and marketing collateral. Key Accomplishments: -Developed and managed marketing collateral for the firm’s first ever ETF fund -Led and managed multiple global investment story refresh including the firm’s flagship fund - Franklin Income fund
2012 - 2015
~3 yrs
Marketing Manager
Developed and executed marketing plans that supported the launch of new innovative insurance products and maintained positioning of existing product portfolio across multiple sales channels. Provided marketing content for the public/advisor facing website, digital newsletter, microsite and other digital assets as part of the overall product and concept marketing on-line strategy. Key Accomplishments: -Successfully managed over 10+ product marketing launches across all product group (universal, index and term insurance) which contributed to the firm top 10 ranking in sales
Jun 2010 - Nov 2012
Marketing And Sales Manager
Vess Lending Group
Developed GTM plan targeting existing client based through direct and digital remarketing efforts. Trained and coached sales on product information, sales techniques, time management, and organizational skills. Key Accomplishments: -Increased sales production by 28%
Jul 2009 - Jun 2010
Consultant, Investment Marketing
May 2007 - May 2009
Sr. Registered Associate
Oct 2001 - May 2007
Financial Associate
Jun 1999 - Sep 2001
2 education records
Morris Lum education
Education record
Bachelor'S Degree
FAQ
Frequently asked questions about Morris Lum
Quick answers generated from the profile data available on this page.
What company does Morris Lum work for?
Morris Lum works for TRUVION.
What is Morris Lum's role at TRUVION?
Morris Lum is listed as Marketing Consultant at TRUVION.
What is Morris Lum's email address?
AeroLeads has found 1 work email signal at @opesadvisors.com for Morris Lum at TRUVION.
Where is Morris Lum based?
Morris Lum is based in San Mateo, California, United States while working with TRUVION.
What companies has Morris Lum worked for?
Morris Lum has worked for Truvion, Flagstar Bank, Franklin Templeton Investments, Transamerica, and Vess Lending Group.
How can I contact Morris Lum?
You can use AeroLeads to view verified contact signals for Morris Lum at TRUVION, including work email, phone, and LinkedIn data when available.
What schools did Morris Lum attend?
Morris Lum studied at Usc Marshall School Of Business.
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