Patrick Ashby

Patrick Ashby Email and Phone Number

Head of Sales, Morningstar Office @ Morningstar
Patrick Ashby's Location
Greater Chicago Area, United States, United States
Patrick Ashby's Contact Details
About Patrick Ashby

Determined, energetic, and detail-oriented leader with a proven record of enterprise sales success. Deep experience with SaaS/tech. and data sales leadership targeting C-suite at investment advisors, asset managers, national broker/dealers, investment consultants, and more. Experience building, implementing, and reorganizing client-facing teams to drive transformation and growth.

Patrick Ashby's Current Company Details
Morningstar

Morningstar

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Head of Sales, Morningstar Office
Patrick Ashby Work Experience Details
  • Morningstar
    Head Of Sales, Morningstar Office
    Morningstar Jan 2022 - Present
    Chicago, Il, Us
    Managing a team of Business Development Executives. Responsible for sales of Morningstar Office, the industry's premier web-based portfolio and practice management platform for independent financial advisors.
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  • Morningstar
    Vice President, Manager Of Business Development Executives - Mid-Market Accounts
    Morningstar Jul 2018 - Jan 2022
    Chicago, Il, Us
    Managing a team of Business Development Executives who represent Morningstar's research, technology, and data solutions to financial advisors, asset managers, investment consultants, and universities.
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  • Morningstar
    Vice President, Business Development - National Accounts
    Morningstar Jan 2016 - Jun 2018
    Chicago, Il, Us
    Facilitating key client relationships with broker/dealers, asset managers, regional banks, insurance companies, and other financial institutions. Responsible for representing Morningstar's full portfolio of complex solutions, products, and services in a consultative manner to drive business development opportunities.
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  • Morningstar
    Regional Sales Director, Advisor Solutions
    Morningstar Jan 2013 - Jan 2016
    Chicago, Il, Us
    Representing Morningstar's research, technology, and data solutions to financial advisors, asset managers, and consultants in New England.
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  • Morningstar
    Client Solutions Consultant, Advisor Software
    Morningstar May 2011 - Dec 2012
    Chicago, Il, Us
    Advising financial advisors on their use of Morningstar Office, a cloud-based application that delivers customized performance reporting, investment research, investment planning, and client relationship management capabilities.
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  • Institute For Humane Studies
    Associate Director Of Foundations Strategy
    Institute For Humane Studies Jan 2007 - May 2011
    Arlington, Va, Us
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  • Mercatus Center
    Associate Director Of Foundations Strategy
    Mercatus Center Jan 2007 - May 2011
    Arlington, Va, Us
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  • National Right To Work Legal Defense Foundation
    Deputy Legal Information Director
    National Right To Work Legal Defense Foundation Sep 2005 - Jan 2007
    Springfield, Va, Us
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  • American Enterprise Institute
    Intern
    American Enterprise Institute May 2005 - Aug 2005
    Washington, Dc, Us
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Patrick Ashby Skills

Economics Policy Analysis Public Speaking Investments Portfolio Management Asset Allocation Nonprofits Mutual Funds Financial Modeling Asset Management Etfs Political Science Analysis Politics Data Analysis Investment Management Financial Services Equities Morningstar Direct Sales Salesforce.com Public Policy Research Non Profits Policy Stata Fundraising Morningstar Office Morningstar Advisor Workstation Client Relations Investment Advisory Financial Advisory Portfolio Optimization Model Portfolios Product Demonstration Separately Managed Accounts Stocks Socially Responsible Investing Performance Reporting Business Travel

Patrick Ashby Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Political Science
  • George Mason University
    George Mason University
    International Commerce And Policy

Frequently Asked Questions about Patrick Ashby

What company does Patrick Ashby work for?

Patrick Ashby works for Morningstar

What is Patrick Ashby's role at the current company?

Patrick Ashby's current role is Head of Sales, Morningstar Office.

What is Patrick Ashby's email address?

Patrick Ashby's email address is pa****@****ail.com

What schools did Patrick Ashby attend?

Patrick Ashby attended University Of Illinois Urbana-Champaign, George Mason University.

What skills is Patrick Ashby known for?

Patrick Ashby has skills like Economics, Policy Analysis, Public Speaking, Investments, Portfolio Management, Asset Allocation, Nonprofits, Mutual Funds, Financial Modeling, Asset Management, Etfs, Political Science.

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