Peter Dietrich Email and Phone Number
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Peter Dietrich personal email
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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 peter.dietrich@vettafi.com
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Global Head Of SalesVettafi | Advisor PerspectivesChicago, Il, Us
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Global Head Of SalesVettafi | Advisor Perspectives Oct 2022 - PresentNew York City, New York, UsVettaFi 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. -
Head Of Business Development-Direct Indexing SolutionsMorningstar Jun 2020 - Sep 2022Chicago, Il, UsFocused on 3 key areas: growing our direct indexing footprint across the US Wealth segment, managing Key Accounts, and Strategic Partnerships -
Head Of Sales-IndexesMorningstar Jan 2019 - Jun 2020Chicago, Il, UsBuilt out and led the Global Sales team for Morningstar Indexes
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Head Of Business Development, Greater ChinaMorningstar Aug 2016 - Dec 2018Chicago, Il, UsI 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.
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Svp-Global Business DevelopmentMorningstar Feb 2013 - Aug 2016Chicago, Il, UsManaged the global business development initiatives for three of Morningstar's largest strategic partners. These firms have a global footprint and multiple lines of business we interact with. The goal is to ensure we are part of each others planning process as our businesses evolve for the future. I coordinate executive alignment and business intelligence with my colleagues in the US, Canada, LatAm, EMEA, and APAC teams to ensure there is a consistent, excellent global client experience.
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Vp- Key AccountsMorningstar Apr 2012 - Jan 2013Chicago, Il, UsThis was a hybrid role splitting time between Institutional Software and focusing on two of Morningstar's key partnerships. My time was split with relationship management and new business development. After moving from a decentralized model, ensuring clients had a great, consistent experience with Morningstar was critical to our mutual alignment and success.
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Vice President- Institutional SoftwareMorningstar Feb 2006 - Mar 2012Chicago, Il, UsAfter being acquired by Morningstar in 2006, was part of a newly formed team tasked with growing Morningstar's flagship research platform, Direct. I focused on the major wires, banks, B/D's, Asset Managers, Consultants, and insurance companies. The functional focus was manager due diligence, competitive intelligence, portfolio construction, holdings based attribution, and custom client reporting. YoY growth was tremendous and helped get it to over 10,000 users today.
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Regional ManagerIbbotson Associates Jul 2000 - Feb 2006Responsible 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.
Peter Dietrich Skills
Peter Dietrich Education Details
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Depaul Driehaus College Of BusinessCorporate Entrepreneurship -
Lubar College Of BusinessFinance
Frequently Asked Questions about Peter Dietrich
What company does Peter Dietrich work for?
Peter Dietrich works for Vettafi | Advisor Perspectives
What is Peter Dietrich's role at the current company?
Peter Dietrich's current role is Global Head of Sales.
What is Peter Dietrich's email address?
Peter Dietrich's email address is pe****@****tar.com
What is Peter Dietrich's direct phone number?
Peter Dietrich's direct phone number is +131238*****
What schools did Peter Dietrich attend?
Peter Dietrich attended Depaul Driehaus College Of Business, Lubar College Of Business.
What are some of Peter Dietrich's interests?
Peter Dietrich has interest in Volleyball, This Old House, Education, Green Bay Packers, Cycling.
What skills is Peter Dietrich known for?
Peter Dietrich has skills like Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Financial Services, Hedge Funds, Business Development, Alternative Investments, Investments, Management, Fintech, Sustainable Investing.
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