Peter H. Email & Phone Number

Greater Boston Area

• Sales and Relationship Management for DC platforms and insurance Sub Advisory Clients

Greater Boston Area

• Recruited to build and lead Sentinel’s DCIO business as a member of new Distribution Management Team in 2007. Significantly increased DCIO sales and assets under management targeting major DC platform gatekeepers & due.
• Business development and relationship management function with senior-most executives at home office intermediary relationships in the retirement channel.
• Grew DCIO sales with annual gross sales of $145 million in 2007 to $800+ million in 2013.
• Lead strategy and drove growth for firm leveraging extensive retirement and insurance industry contacts developed over 20+ years.
• Secured significant new institutional relationships for firm including Sentinel's first subadvisory mandate with a leading US insurance company.
• Managed team of institutional wholesalers responsible for driving DCIO sales and revenue within retirement marketplace in a “wholesaler to wholesaler” and DC-focused advisor sales model. Drove collaboration and support.

Greater Boston Area

• Senior member of team focused on raising sub-advised and DCIO assets under management.
• Developed investment-only relationships with leading insurance, retirement, and advisor platforms.
• Exceeded individual and group’s new asset goals in 2005 and 2006.

Greater Boston Area

• Founding member of Intermediary Services Group, an institutional investment distribution and services organization created to increase distribution opportunities for IXIS’ eleven investment management affiliates.
• New assets increasingly raised year over year -- $190 million in 1998 to over $1.2 billion in 2002. Assets serviced within group grew from $500 million to $6.5 billion.
• Player & Player/Coach role over five year period.
• Promoted to SVP in 2002 to lead sales organization of regional sales executives and marketing support staff focused on intermediary platforms in defined contribution, variable annuity and mutual fund markets.

Greater Boston Area

Retirement sales professional recruited to develop large, corporate defined contribution and defined benefit plan business for Northeast and Midwest territories. Extensive travel for developing relationships with Tier I & II consultants on a national level.

Greater Boston Area

Successfully sold bundled and unbundled 401(k) and defined benefit plan solutions to Fortune 500 corporations nationwide.