Eddie Dugan

Experience

1. Virtual Engagement Associate

   Morgan Stanley

   Aug 2021 — Present · Purchase, NY, US

   Virtual Engagement Associates work with Financial Advisors to drive net acquired assets through digital marketing strategies for clients and prospects. Associates drive engagement strategies tailored for each team to offer capacity and scale through deliberate and timely outreach. Achievements: • Responsible for the acquisition of over $100M in net acquired assets • Coach multiple Forbes & Barron’s Top 100 Teams (up to $7B AUM) on improving their communication strategy • Leverage Morgan Stanley’s digital tools to identify assets held away, prospects, progress toward goals and gaps within a team’s book of businesses • Bolster brand presence by creating marketing and communications campaigns using LinkedIn, Facebook, and Twitter; created targeted weekly email and social media campaigns targeting clients and prospects • Design team websites complete with curated and rotating content • Run book segmentation exercises to create targeted campaigns, e.g, Retirees, 401K holders, UHNW Clients, location segmentation, 529 eligible • Partner with Risk, Compliance, and Desk Leadership to run multiple desk-wide projects & pilots aimed at increasing operating efficiencies across the VEA program • Coach on effective use of Salesforce to generate opportunity pipelines for internal and external asset holders, improved systematic client outreach and creating accountability measures for financial advisors • Mentored and guided new analysts through desk-wide and individual coaching

Education

• Tulane University

  Bachelor's degree, Economics, Senior

  2017 — 2021