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Morris Lum is a Marketing Strategy and Communication Leader at TRUVION.
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Marketing ConsultantTruvion Sep 2023 - Present -
Senior Manager, Product MarketingFlagstar Bank 2016 - Mar 2023San MateoManaged 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 -
Senior Specialist, Product MarketingFranklin Templeton Investments 2012 - 2015San Mateo, California, United StatesLaunched 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 -
Marketing ManagerTransamerica Jun 2010 - Nov 2012Los Angeles, California, United StatesDeveloped 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 -
Marketing And Sales ManagerVess Lending Group Jul 2009 - Jun 2010Costa Mesa, CaDeveloped 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%
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Consultant, Investment MarketingPacific Life May 2007 - May 2009Newport Beach, California, United States -
Sr. Registered AssociateWells Fargo Advisors Oct 2001 - May 2007 -
Financial AssociateMerrill Lynch Jun 1999 - Sep 2001
Morris Lum Education Details
Frequently Asked Questions about Morris Lum
What company does Morris Lum work for?
Morris Lum works for Truvion
What is Morris Lum's role at the current company?
Morris Lum's current role is Marketing Strategy and Communication Leader.
What is Morris Lum's email address?
Morris Lum's email address is ml****@****ors.com
What schools did Morris Lum attend?
Morris Lum attended Usc Marshall School Of Business, Uc Irvine.
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2gmail.com, utoronto.ca -
Morris H. Lum CIPS GRI ASP MFSC
Sacramento, Ca
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