Robert Pickett Email & Phone Number

Chicago, 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

London, 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.

London, 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.

London, 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.

London, 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.

London, 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.

Toronto, 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.

Toronto, 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.

Toronto, 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.

Toronto, 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

• 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.

• 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.

Masters Of Business Administration, Finance/Investing

Bachelors, Finance