Greater Chicago Area
Pete's interests lies in creating and growing new lines of business that help financial services professionals grow and scale their practices. With 20 years of experience, Pete is focused on establishing our direct indexing footprint, managing the key accounts team, and creating strategic partnerships. Prior to this role, Pete and his family moved to Hong Kong in 2016 to lead the business development team across Greater China. The goal was to increase sales efficiency, diversify our revenues by product & type, find my successor, and develop and implement a regional strategy for long term growth. From 2006 to 2012, Pete held a variety of business development roles helping Morningstar expand its product footprint across many of our global partners. Pete's specialties include: having a vision to fill a void in the market, creating a strategy, and executing the strategy by building high performing sales teams. Please contact me at [email protected]
VettaFi is an issuer services ecosystem comprised of 4 lines of business: Indexing, Digital Distribution, Data & Analytics, and In Person Events. I head up sales across our four lines of business where we have an exceptionally talented group of seasoned sellers working in tandem to solve our clients problems.
Focused on 3 key areas: growing our direct indexing footprint across the US Wealth segment, managing Key Accounts, and Strategic Partnerships
Built out and led the Global Sales team for Morningstar Indexes
I moved to Hong Kong in August 2016 to lead the business development team in Greater China. The goal was to increase the per person sales efficiency, optimize the sales team, put a regional strategy in place, diversify our revenues, and put a succession plan in place for long term growth.
Responsible for business development at Ibbotson Associates in a west coast territory. Primary focus was on providing managed accounts to plan providers, fiduciary services to plan sponsors, model portfolio/due diligence services to insurance broker dealers, wirehouses, and RIA's.