Peter Dugery
SVP, Consultant Relations, Morningstar Investment Management
- Role
- SVP, Consultant Relations, Morningstar Investment Management, Llc at Morningstar
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
SVP, Consultant Relations, Morningstar Investment Management, Llc
Jan 2024 — Present · Philadelphia, PA, US
Responsible for developing and strengthening relationships within the Consulting community- Expand understanding and knowledge for Morningstar Retirement products within the Consulting and Advisory industries- Collaborate with Morningstar Product team to ensure consultant feedback and insights are being represented in product roadmap decisions-Help record keepers and plan providers strategize on programs and initiatives to further drive adoption of our joint offerings-Support Sales and Client Service in new opportunities or expansion of current Morningstar Retirement products and services
Education
Villanova University
MBA, Marketing and Finance
1995 — 1999
University of Denver
Bachelor Of Science, Business Administration and International Studies
1987 — 1991
Skills
- Financial Planning
- Investment Advisory
- Capital Markets
- Series 7
- Series 24
- Valuation
- Asset Allocation
- Mutual Funds
- Series 65
- Securities
- Retirement Planning
- Wealth Management
- Equities
- Investment Strategies
- Alternative Investments
- Private Equity
- Retirement
- Strategic Financial Planning
- Series 63
- Investments
- Portfolio Management
- Asset Management
- Financial Services
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