AeroLeads people directory · profile
Steve Dunn Email & Phone Number
AI Change and Enablement Lead
at
Charles Schwab
1 work email found
@smbcgroup.com
1 phone found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
AI Change and Enablement Lead
Location
San Francisco, California, United States
Who is Steve Dunn? Overview
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Quick answer
Steve Dunn is listed as AI Change and Enablement Lead at Charles Schwab, based in San Francisco, California, United States. AeroLeads shows a work email signal at smbcgroup.com, phone signal with area code 415, and a matched LinkedIn profile for Steve Dunn.
Steve Dunn previously worked as Head of Innovation & AI Incubation at Sumitomo Mitsui Banking Corporation and Head of Partnerships, Innovation & Fintech at Sumitomo Mitsui Banking Corporation. Steve Dunn holds Bachelor Of Economics from Macquarie University.
Company email context
Email format at Charles Schwab
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{first}_{last}@smbcgroup.com
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Profile bio
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.
Current workplace
Steve Dunn's current company
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13 roles
Steve Dunn work experience
A career timeline built from the work history available for this profile.
Head Of Innovation & Ai Incubation
CurrentChief 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.
Jul 2022 - Present
Head Of Partnerships, Innovation & Fintech
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
Aug 2021 - Jul 2022
Director, Global Business Development And Digital Partnerships (Marketplaces And Commerce Platforms)
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.
Feb 2020 - Jul 2021
Agile Program Manager, Real Time Payments
Aug 2019 - Jan 2020
Vp, Digital Product And Programs
Itero Labs | Fintech: Digital Strategy, Design & Implementation
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.
Jul 2013 - Dec 2019
Ceo And Cofounder | Bluechilli X Startup Accelerator
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.
Jun 2013 - Jul 2014
Division [Managing] Director | Digital Wealth Management
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.
Sep 2010 - May 2013
Global Head, Equity Index (Etf) Portfolio Management Technology
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.
Jan 2008 - Aug 2010
Global Head, Securities Lending & Cash Management Technology
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.
Sep 2006 - Jan 2008
Svp | Electronic Trading And Digital Channels
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.
Sep 2003 - Aug 2006
Svp | Institutional Equity, Research & Marketing Technology
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.
Sep 1999 - Aug 2003
Vp, International And Emerging Markets Trading Technology
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.
Apr 1996 - Aug 1999
3 education records
Steve Dunn education
Bachelor Of Economics
Macquarie University
Graduate Diploma, Applied Finance And Investment
Securities Institute Of Australia
Education record
St Aloysius College
FAQ
Frequently asked questions about Steve Dunn
Quick answers generated from the profile data available on this page.
What company does Steve Dunn work for?
Steve Dunn works for Charles Schwab.
What is Steve Dunn's role at Charles Schwab?
Steve Dunn is listed as AI Change and Enablement Lead at Charles Schwab.
What is Steve Dunn's email address?
AeroLeads has found 1 work email signal at @smbcgroup.com for Steve Dunn at Charles Schwab.
What is Steve Dunn's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Steve Dunn at Charles Schwab.
Where is Steve Dunn based?
Steve Dunn is based in San Francisco, California, United States while working with Charles Schwab.
What companies has Steve Dunn worked for?
Steve Dunn has worked for Charles Schwab, Sumitomo Mitsui Banking Corporation, Visa, Itero Labs | Fintech: Digital Strategy, Design & Implementation, and Bluechilli Group.
How can I contact Steve Dunn?
You can use AeroLeads to view verified contact signals for Steve Dunn at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Steve Dunn attend?
Steve Dunn holds Bachelor Of Economics from Macquarie University.
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