Steve Dunn

Steve Dunn Email and Phone Number

AI Change and Enablement Lead @ Charles Schwab
San Francisco, CA, US
Steve Dunn's Location
San Francisco, California, United States, United States
Steve Dunn's Contact Details

Steve Dunn work email

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About Steve Dunn

Steve has extensive global business advisory and technology build and deploy experience in retail, commercial and private banking, capital markets, and wealth management with a history of innovations and transformative programs at major financial institutions including Sumitomo Mitsui Banking Corporation, BlackRock, Bank of America, Barclays Global Investors, Macquarie Bank and ING. He has held various leadership positions including senior executive at a Private Bank where, as a member of the executive committee, he directed the business technology strategy to overhaul the wealth management platform. He lead global product and technology for BlackRock’s $2 Trillion index equity business and transformed Bank of America’s eCommerce global business. A Silicon Valley trained corporate intrapreneur, startup investor, advisor and former company founder, Steve brings his unique perspective to enterprises seeking competitive advantage through innovation-based growth and digital transformation.

Steve Dunn's Current Company Details
Charles Schwab

Charles Schwab

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AI Change and Enablement Lead
San Francisco, CA, US
Steve Dunn Work Experience Details
  • Charles Schwab
    Ai Change And Enablement Lead
    Charles Schwab
    San Francisco, Ca, Us
  • Sumitomo Mitsui Banking Corporation
    Head Of Innovation & Ai Incubation
    Sumitomo Mitsui Banking Corporation Jul 2022 - Present
    Tokyo, Jp
    Chief evangelist providing strategic guidance and advice to senior leaders on new growth opportunities, AI/ML and generative AI, and ways to develop an intrapreneurial culture to empower businesses to innovate at scale.
  • Sumitomo Mitsui Banking Corporation
    Head Of Partnerships, Innovation & Fintech
    Sumitomo Mitsui Banking Corporation Aug 2021 - Jul 2022
    Tokyo, Jp
    Innovation leader responsible for identifying new ways of working through fintech partnerships and co-creation opportunities with the external ecosystem of Fintechs, accelerators and venture partners.#appliedML #NLP #AI #RPA #Blockchain
  • Visa
    Director, Global Business Development And Digital Partnerships (Marketplaces And Commerce Platforms)
    Visa Feb 2020 - Jul 2021
    Foster City, California, Us
    Amazon account lead responsible for managing high-impact partnership and business development activities, local platform expansion and in-country activations with Digital Commerce and Payment Enablers. Tasked with identifying strategic opportunities for Visa capabilities through a strong understanding of payments and customer's business needs, driving cross functional collaboration to leverage Visa solutions across all product platforms.Continuously review market landscape, identifying developing partnership or acquisition opportunities and working with global deals team to connect global and regional activations.
  • Visa
    Agile Program Manager, Real Time Payments
    Visa Aug 2019 - Jan 2020
    Foster City, California, Us
  • Itero Labs  |  Fintech: Digital Strategy, Design & Implementation
    Vp, Digital Product And Programs
    Itero Labs | Fintech: Digital Strategy, Design & Implementation Jul 2013 - Dec 2019
    Product Leader on numerous client engagements in banking, payments, wealth and asset management conducting market and competitor analysis, product and technical analysis, web and mobile app development, program implementations and identification of new business models and emerging technologies.
  • Bluechilli Group
    Ceo And Cofounder | Bluechilli X Startup Accelerator
    Bluechilli Group Jun 2013 - Jul 2014
    Sydney, Nsw, Au
    Established BlueChilli X as a corporate accelerator to help companies 'innovate like a startup without the risk'. Built startup companies following a 156 step process from concept to exit.
  • Macquarie Group
    Division [Managing] Director | Digital Wealth Management
    Macquarie Group Sep 2010 - May 2013
    Sydney, Nsw, Au
    Business Technology Executive responsible for digital and advisory initiatives across retail and business banking.Accountable for $56M technology spend across the wealth management platform: advice, paraplanning, broker research, account opening, trading, trade processing, settlements, confirms, commissions and fees, CRM, regulatory and compliance, and advisor training.Responsible for strategic direction and orchestration of digital initiatives across Direct and Intermediary client channels incorporating web, mobile, e-Commerce, service delivery and digital content capabilities. Directed and designed a multi-year, $30M initiative to integrate the retail online banking platform and simplify the client experience.
  • Blackrock Inc.
    Global Head, Equity Index (Etf) Portfolio Management Technology
    Blackrock Inc. Jan 2008 - Aug 2010
    New York, Ny, Us
    Technology executive driving product and technology agenda for BlackRock's global Equity Index and iShares businesses located in San Francisco, New York, Singapore, Hong Kong and Tokyo.Application delivery manager responsible for technical product strategy and system implementations to support BlackRock’s $1.3 trillion global equity index business. Led migration of BlackRock’s $80 billion equity funds requiring a complete re-think of the investment process, from order capture through to settlement
  • Blackrock Inc.
    Global Head, Securities Lending & Cash Management Technology
    Blackrock Inc. Sep 2006 - Jan 2008
    New York, Ny, Us
    Product and tech lead for Securities Lending (research, trading and operations) and Cash Management businesses.Recruited to re-engineer Securities Lending infrastructure and establish a technical program aligned to business growth initiatives. Formed and led a team to build a Credit Surveillance application to monitor of credit risk and identify new sources of alpha
  • Bank Of America
    Svp | Electronic Trading And Digital Channels
    Bank Of America Sep 2003 - Aug 2006
    Charlotte, Nc, Us
    Technology executive responsible for implementing a client channel strategy and technology operating platform across the global corporate and investment bank.Led a global team of 140+ and responsible for $47 million dollar budget across a 1200-user base.
  • Bank Of America
    Svp | Institutional Equity, Research & Marketing Technology
    Bank Of America Sep 1999 - Aug 2003
    Charlotte, Nc, Us
    Directed technology strategy and product design for Equities Front Office (Sales, Research and Marketing).Recruited to architect the organization’s first cross product CRM for Institutional Equity Sales and Research businesses (150+ users). In an expanded role, created a client centric, cross product technology roadmap to improve sales force efficiency and client information across Global Capital Markets ($20M+ multi year initiative and 450+ user base). Directed technical strategy and product design for a full service straight-through publishing system that included authoring, workflow, syndication and coverage repository for US and European equity research.
  • Ing Barings
    Vp, International And Emerging Markets Trading Technology
    Ing Barings Apr 1996 - Aug 1999
    Directed and led application development team in support of 300+ users (Sales and Trading) in NY, London, HK, Tokyo and Singapore.Provided business and functional analysis, testing, deployment and production operations for proprietary and client OMS applications in support of Emerging Markets, Latin America and US based sales and trading desks.

Steve Dunn Education Details

  • Macquarie University
    Macquarie University
    Bachelor Of Economics
  • Securities Institute Of Australia
    Securities Institute Of Australia
    Applied Finance And Investment
  • St Aloysius College
    St Aloysius College

Frequently Asked Questions about Steve Dunn

What company does Steve Dunn work for?

Steve Dunn works for Charles Schwab

What is Steve Dunn's role at the current company?

Steve Dunn's current role is AI Change and Enablement Lead.

What is Steve Dunn's email address?

Steve Dunn's email address is du****@****ail.com

What is Steve Dunn's direct phone number?

Steve Dunn's direct phone number is +141532*****

What schools did Steve Dunn attend?

Steve Dunn attended Macquarie University, Securities Institute Of Australia, St Aloysius College.

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