Robert Pickett Email and Phone Number
Robert Pickett's Location
Greater Chicago Area, United States, United States
Robert Pickett's Contact Details
Robert Pickett work email
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Robert Pickett personal email
n/a
About Robert Pickett
Results driven sales professional with a history of strategically working with partners in the financial services industry to solve their business problems. My primary responsibility within the company is to expand and retain managed net revenue, establishing strong, long-term relationships and cultivating new business opportunities via cross-sell and upsell. Our main goal is to partner with our clients, become a trusted adviser and ensure our products and services meet and exceed the needs of our clientele base.Specialties: strategic account planning, business development, account management, financial analysis, financial software expertise, personal investing, interpersonal skills, strong work ethic, negotiating, building client relationships
Robert Pickett's Current Company Details
Robert Pickett Work Experience Details
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Senior Vice President, Business DevelopmentMorningstar Sep 2022 - PresentChicago, Il, Us• Managing and impactfully growing revenue and market share of book of strategic clients and prospects within the Advisor and Asset Management space by representing Morningstar's suite of capabilities including Data, Research and Software• Establish and build key C-Suite client relationships while proactively uncovering cross-sell and upsell opportunities• Execute account strategy by building relationships with internal and external groups including product, marketing, customer success and cross-Morningstar teams to deliver a comprehensive product offering to meet overall customer needs
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Director Of Account ManagementLseg (London Stock Exchange Group) Jan 2022 - Aug 2022London, England, Gb• Responsible for Sellside Market performance comprised of ~50 accounts, $84M annual spend to exceed management’s targets on gross sales, outright revenue and retention rates. • Drive sustainable pipeline of opportunities in order to maximize customer satisfaction and achieve revenue growth aligned to key Investment Banking, Consulting and Custody & Clearing clientele.• Lead, coach and manage team of account managers to drive performance and foster LSEG core values of connect, deliver excellence and create opportunity. -
Director Of Account Management (Interim)Lseg (London Stock Exchange Group) Aug 2021 - Jan 2022London, England, Gb• Responsible for overall Central Region performance comprised of ~100 accounts, $160M annual spend to exceed management’s targets on gross sales, outright revenue and retention rates. • Delivered strong performance on gross sales in Q3, 65% growth vs previous quarter while achieving 100% quota attainment as Account Manager in dual-role. • Lead, coach and manage team of account managers to drive performance and foster LSEG core values of connect, deliver excellence and create opportunity.
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Account ManagerLseg (London Stock Exchange Group) Feb 2021 - Jan 2022London, England, Gb• Manages and grows revenue and market share at highest value and mostcomplex designated accounts to maximize customer satisfaction and achieve company'sstrategic objectives.• Develops and maintains client relationships to ultimately drive revenue growth.• Execute account strategy collaborating with account team and/or otherbusiness units to deliver a comprehensive product offering to meet overall customer needs.
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Account ManagerRefinitiv Jan 2019 - Feb 2021London, England, Gb• Manages and grows revenue and market share at highest value and mostcomplex designated accounts to maximize customer satisfaction and achieve company'sstrategic objectives.• Develops and maintains client relationships to ultimately drive revenue growth.• Execute account strategy collaborating with account team and/or otherbusiness units to deliver a comprehensive product offering to meet overall customer needs. -
Sales SpecialistRefinitiv Oct 2018 - Jan 2019London, England, Gb• Responsible for sales of desktop software and data feed products including Thomson Reuters Eikon and premiere content sets such as Lipper, Starmine, IBES, and Reuters News.• Mange book of business by growing presence within existing accounts, expanding into different divisions/departments and developing new opportunities within territory.• Strong product expertise and market knowledge within Asset Management, Fixed Income, and Equity Trading asset classes.
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Sales Specialist - Asset Managment & Equity TradingThomson Reuters Jan 2016 - Oct 2018Toronto, On, Ca• Responsible for sales of desktop software and data feed products including Thomson Reuters Eikon and premiere content sets such as Lipper, Starmine, IBES, and Reuters News.• Mange book of business by growing presence within existing accounts, expanding into different divisions/departments and developing new opportunities within territory.• Strong product expertise and market knowledge within Asset Management, Fixed Income, and Equity Trading asset classes. -
Pre-Sales Consultant, Asset ManagementThomson Reuters Apr 2015 - Jan 2016Toronto, On, Ca• Responsible for business development and prospecting for new clients to Thomson Reuters and developing opportunities within existing customer account relationships by expanding into new departments and customer groups.• Accountable for identifying, attracting, qualifying, proposing potential TR solutions, and driving sales closings to achieve gross sales targets.• Develop sales plans in conjunction with Account Management by preparing call lists and prioritizing product sales for assigned territory and prospects.• Deep domain knowledge of products/solutions, markets, industry professionals, trends and competitors within the Asset Management & Fixed Income asset classes.
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Lead Client SpecialistThomson Reuters Jan 2014 - Apr 2015Toronto, On, Ca• Own and manage all aspects of client engagement including end-user training, desktop retention, and sales opportunities for accounts in the Central sales territory.• Responsible for ‘book of business' of financial desktop applications and directly aligned with the account management and sales teams to manage overall service relationship.• Collaborate with sales counterparts to expand client base by identifying new business within financial community while continuing to develop current business for organic growth.• Manage various projects for account base and Midwest region including creation of training plans, account tiering structure, trial qualification process, and migration plans.
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Client Specialist - Wealth Management & EquitiesThomson Reuters Feb 2012 - Jan 2014Toronto, On, Ca• Drive retention of desktop products by maintaining strong relationships within client organizations at the decision-maker and end-user levels by understanding client’s workflow and market data needs.• Proactively train and assist in support issues for a suite of financial data solutions that are used by professionals in the asset management and equities trading industries.• Managed a variety of initiatives including migrating our client base to our strategic platform and rolling out products to numerous financial advisory firms.• Worked with corporations such as Ameriprise Financial, Mesirow Financial, Oppenheimer & Co., Rothschild Investments, RW Baird & Co. to train end users on financial software
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Business SpecialistIllinois Small Business Development Center Jan 2011 - Dec 2011• Provide one-on-one confidential coaching for small businesses in Central IL, focusing on business development, customer relations, and financial analysis in order to help clients grow business and win market share.• Responsible for developing business plans, financial projections, and social media/traditional marketing campaigns for 25+ diversified entrepreneurs and start-ups.• Provided 1-on-1 fact finding and research for each business to help differentiate them from the competition.• Gave monthly presentations on how to bring a company from "project to product". Over 65 businesses took advantage of the presentation by implementing various parts that were pertinent to their specific operation.
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InternJohn Hancock Financial Network May 2009 - Aug 2009• Collaborated with the insurance policy coordinator to locate and resurrect "orphan" policyholders. During a 3 month period, discovered over 100+ inactive clients and distributed them to registered representative.• 'Shadowed' the reps during customer meetings in order to refine and improve my sales skills learned in the internal training sessions.
Robert Pickett Skills
Financial Analysis
Investments
Leadership
Equities
Business Development
Sales
Goal Oriented
Strategy
Customer Relationship Management
Financial Services
Strong Work Ethic
Team Leader
Salesforce.com
Business Analysis
Fixed Income
Team Leadership
Finance
Account Management
Portfolio Management
Management
Customer Service
Microsoft Office
Robert Pickett Education Details
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Illinois State UniversityFinance/Investing -
Illinois State UniversityFinance
Frequently Asked Questions about Robert Pickett
What company does Robert Pickett work for?
Robert Pickett works for Morningstar
What is Robert Pickett's role at the current company?
Robert Pickett's current role is Senior Vice President, Business Development at Morningstar.
What is Robert Pickett's email address?
Robert Pickett's email address is ro****@****ers.com
What schools did Robert Pickett attend?
Robert Pickett attended Illinois State University, Illinois State University.
What are some of Robert Pickett's interests?
Robert Pickett has interest in Personal Investing, Basketball, Golfing.
What skills is Robert Pickett known for?
Robert Pickett has skills like Financial Analysis, Investments, Leadership, Equities, Business Development, Sales, Goal Oriented, Strategy, Customer Relationship Management, Financial Services, Strong Work Ethic, Team Leader.
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