Peter Whitman

Peter Whitman Email and Phone Number

Head of Sub-Advisory @ Vontobel Asset Management
Wenham, MA, US
Peter Whitman's Location
Wenham, Massachusetts, United States, United States
Peter Whitman's Contact Details
About Peter Whitman

Asset Management leader with 22 years of proven sales and sales management experience. In-depth expertise in DCIO, sub-advised, relationship management and targeted messaging across multiple market segments. Demonstrated success in building distribution strategy and sales teams: external sales, key accounts, consultant relations and internal sales. Effectively manage sales teams and create sales strategy with intermediary and institutional business channels. Successful in increasing gross and net sales YOY while remaining budget conscious. Proven leader with collaborative style who can evaluate and leverage a firm's strengths to drive asset growth.Peter is proud father of four and an avid outdoor enthusiast in his free time.Vontobel.com/socialmediaterms

Peter Whitman's Current Company Details
Vontobel Asset Management

Vontobel Asset Management

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Head of Sub-Advisory
Wenham, MA, US
Peter Whitman Work Experience Details
  • Vontobel Asset Management
    Head Of Sub-Advisory
    Vontobel Asset Management
    Wenham, Ma, Us
    View
  • Vontobel Asset Management
    Head Of Sub-Advisory
    Vontobel Asset Management May 2023 - Present
    View
  • Nuveen
    Md, Head Of Dcio Strategic Accounts
    Nuveen Oct 2017 - 2023
    View
  • Putnam Investments
    Head Of Dcio
    Putnam Investments Oct 2009 - 2016
    Greater Boston Area
    * Developed and executed DCIO business strategy that created consistent YOY growth of both net and gross sales * Built 11 person sales team including external, internal, key accounts and consultant relations * Managed and led DCIO sales, record keeper, and strategic consultant relationships * Direct relationship management with largest plan sponsors, record keepers and sub-advised relationships * Developed key partnerships with strategic broker dealers and record keepers* Led effort to expand vehicle and pricing options for the DC business
    View
  • Turner Investment Partners
    Director, Dcio And Sub-Advsised
    Turner Investment Partners Feb 2001 - Oct 2009
    * Responsible for sub-advised business development across all channels * Secured multiple new sub-advised clients including a +$1B mandate* Relationship management responsibility for the largest record keepers and central research * Started at Turner covering the largest RIAs in the North East and Mid-Atlantic

Peter Whitman Skills

Mutual Funds Investments Financial Services Asset Allocation Asset Management Alternative Investments Trading Equities 401 Retirement Savings Plans Wealth Management Sub Advised

Peter Whitman Education Details

Frequently Asked Questions about Peter Whitman

What company does Peter Whitman work for?

Peter Whitman works for Vontobel Asset Management

What is Peter Whitman's role at the current company?

Peter Whitman's current role is Head of Sub-Advisory.

What is Peter Whitman's email address?

Peter Whitman's email address is pe****@****een.com

What is Peter Whitman's direct phone number?

Peter Whitman's direct phone number is (617) 292*****

What schools did Peter Whitman attend?

Peter Whitman attended Drew University, The Gunnery.

What skills is Peter Whitman known for?

Peter Whitman has skills like Mutual Funds, Investments, Financial Services, Asset Allocation, Asset Management, Alternative Investments, Trading, Equities, 401 Retirement Savings Plans, Wealth Management, Sub Advised.

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