Vp Of Product Management - Wealth Management Technology
Current
May 2021 - Present
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Peter Franco Email & Phone Number
VP of Product Management - Wealth Management Solutions at Invent.us
at
Invent.us
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✓ Verified May 2026
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Profile completeness 86%
Current company
Role
VP of Product Management - Wealth Management Solutions at Invent.us
Location
Greater Chicago Area, United States, United States
Company size
Who is Peter Franco? Overview
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Quick answer
Peter Franco is listed as VP of Product Management - Wealth Management Solutions at Invent.us at Invent.us, a company with 22 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Peter Franco.
Peter Franco previously worked as VP of Product Management - Wealth Management Technology at Invent.Us and Director of Product Management - TAMP at Morningstar. Peter Franco holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.4 from Lake Forest Graduate School Of Management.
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Invent.us
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Profile bio
About Peter Franco
Global product management and strategic business leader, motivated by developing software users love, enabling customer success and the desire to impact the bottom line.
Current workplace
Peter Franco's current company
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Invent.Us
7 roles
Peter Franco work experience
A career timeline built from the work history available for this profile.
Director Of Product Management - Tamp
May 2020 - May 2021
Sr. Product Manager - Enterprise Advisor Solutions
- Global business and product leader responsible for Morningstar® Advisor Workstation and Morningstar® Annuity Intelligence Report - Enterprise SaaS Solutions.
- Lead a global product group ($90M portfolio) comprised of 50+ team members across level II product support, product development, product management (product owners, scrum masters, DBA, development leads, technical.
- Develop a data-driven strategy (market segmentation, regulation assessment, competitive analysis, customer persona) for an evolving investment data, research and proposal generation platform
- Evaluate new market opportunities to help define and refine product vision through product-market fit analysis and competitive market analysis
- Partner with regional commercial owners and product marketing to translate the initiatives aligned to the vision/product roadmap and customer value proposition messaging
- Collaborate with cross-functional teams to manage the development and execution of comprehensive and strategic go-to-market plans including customer value prop development, financial models, and price/packing models to.
Aug 2017 - May 2020
Regional Client Solutions Consulting Manager
- Collaborate with cross-functional global leaders and work streams to steer and execute advisor segment strategy
- Lead a team of 14 relationship managers responsible for client retention, customer satisfaction, and business growth for the asset manager and independent advisor segment
- Manage the day-to-day business operations for Morningstar Office and Morningstar Direct Client Solutions Consultant Team
- Develop and monitor policies, procedures, operation structure, and information flow
Apr 2015 - Aug 2017
Client Solutions Consultant Team Lead
- Lead a team of 7 B2C/B2B Client Solutions Consultants (CSC) responsible for client retention, customer satisfaction, and business growth for the independent advisor segment
- Manage the day-to-day business operations for the Morningstar Office CSC team
Oct 2014 - Apr 2015
Implementation Consultant
I provide a holistic one-on-one consultative approach to supporting the core aspects of an independent financial advisors practice. Areas of consultancy include: - Practice Management - Portfolio Management - Client Management - Investment Planning - Investment Research - Document Management
Oct 2010 - Nov 2014
National Account Manager
Leader in consultative services for the financial services industry. Specialties include strategic business planning/territory management, new business development, sales training, marketing/product design, vendor management, contract negotiation, business process development, and client relationship management. Strengthening partnerships by providing.
Sep 2009 - Mar 2010
Team & coworkers
Colleagues at Invent.us
Other employees you can reach at invent.us. View company contacts for 22 employees →
КШ
Кирилл Шульга
Colleague at Invent.Us
Ukraine, Ukraine
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SK
Symbat Kuandykova
Colleague at Invent.Us
Kazakhstan, Kazakhstan
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AA
Artem Abikh
Colleague at Invent.Us
Russia, Russian Federation
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JW
Jayne Wong
Colleague at Invent.Us
Singapore, Singapore, Singapore
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LK
Lev Kaidani
Colleague at Invent.Us
Dubai, United Arab Emirates, United Arab Emirates
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AO
Anton Osadchii
Colleague at Invent.Us
Paphos, Cyprus, Cyprus
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MS
Maksim Seliutin
Colleague at Invent.Us
Erpeldange-sur-Sûre, Diekirch, Luxembourg, Luxembourg
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DM
Dmitry Mikryukov
Colleague at Invent.Us
Dubai, United Arab Emirates, United Arab Emirates
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DG
Dmitriy Ganzin
Colleague at Invent.Us
Bangkok, Bangkok City, Thailand, Thailand
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AR
Aleksey Romanovskiy
Colleague at Invent.Us
Dubai, United Arab Emirates, United Arab Emirates
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Кирилл Шульга
Colleague at Invent.Us
Ukraine, Ukraine
View →
SK
Symbat Kuandykova
Colleague at Invent.Us
Kazakhstan, Kazakhstan
View →
AA
Artem Abikh
Colleague at Invent.Us
Russia, Russian Federation
View →
JW
Jayne Wong
Colleague at Invent.Us
Singapore, Singapore, Singapore
View →
LK
Lev Kaidani
Colleague at Invent.Us
Dubai, United Arab Emirates, United Arab Emirates
View →
AO
Anton Osadchii
Colleague at Invent.Us
Paphos, Cyprus, Cyprus
View →
MS
Maksim Seliutin
Colleague at Invent.Us
Erpeldange-sur-Sûre, Diekirch, Luxembourg, Luxembourg
View →
DM
Dmitry Mikryukov
Colleague at Invent.Us
Dubai, United Arab Emirates, United Arab Emirates
View →
DG
Dmitriy Ganzin
Colleague at Invent.Us
Bangkok, Bangkok City, Thailand, Thailand
View →
AR
Aleksey Romanovskiy
Colleague at Invent.Us
Dubai, United Arab Emirates, United Arab Emirates
View →
2 education records
Peter Franco education
Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.4
B.A, Biology, 3.5 Gpa
Roosevelt University
FAQ
Frequently asked questions about Peter Franco
Quick answers generated from the profile data available on this page.
What company does Peter Franco work for?
Peter Franco works for Invent.us.
What is Peter Franco's role at Invent.us?
Peter Franco is listed as VP of Product Management - Wealth Management Solutions at Invent.us at Invent.us.
Where is Peter Franco based?
Peter Franco is based in Greater Chicago Area, United States, United States while working with Invent.us.
What companies has Peter Franco worked for?
Peter Franco has worked for Invent.Us, Morningstar, and Advanced Sales & Marketing Corporation.
Who are Peter Franco's colleagues at Invent.us?
Peter Franco's colleagues at Invent.us include Кирилл Шульга, Symbat Kuandykova, Artem Abikh, Jayne Wong, and Lev Kaidani.
How can I contact Peter Franco?
You can use AeroLeads to view verified contact signals for Peter Franco at Invent.us, including work email, phone, and LinkedIn data when available.
What schools did Peter Franco attend?
Peter Franco holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.4 from Lake Forest Graduate School Of Management.
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