Summary
Overview
Work History
Education
Skills
Timeline
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Peter Watson

Chicago,IL

Summary

ETF wholesaler with track record in driving territory growth in RIA and BD channels. Started at the ground floor of an ETF issuer than has grown to 28 billion AUM in 7 years. Formed by an aggressive growth culture and learned to effectively wholesale in competitive markets. Within the past year has had 2 cold teams implement 35m+ each into ETF suite. Skilled in strategic planning, cold calling, sales presentation, and client relationship engament

Overview

4
4
years of professional experience

Work History

Regional Sales Consultant

Innovator ETFs
01.2024 - Current
  • Drive AUM growth in Florida through in person meetings and conference calls
  • Book meetings for my external partner while also traveling 1 to 2 times a month to run meetings
  • Build relationships with CIOs, investment analysts, and advisors as we work to solve investment solutions with our etf lineup
  • Coach up internal wholesalers and train them to be self sufficient

Internal Sales Consultant

Innovator ETFs
10.2022 - Current
  • Drove territory AUM growth through heavy cold calling
  • Booked cold meetings for external partner both on the RIA and BD side by leveraging data sets like Broadridge to identify qualified prospects
  • Lead zoom conference calls with CIOs and advisors pitching our ETF lineup to fit with their specific needs
  • Promoted shortly after a year into hybrid role

Emergency Room Technician

Edward-Elmhurst Health
07.2021 - Current
  • Collaborating as a team composed of Doctors, Nurses, and Techs, we care for upwards of 250 patients per day
  • Acquired ability to stay composed and work at a high level with a team during high stress emergencies
  • Learned how to prepare for the worst case scenario and adapt on the fly during complex medical situations
  • Negotiate with and de-escalate psychologically impaired, mentally unstable, or intoxicated patients regularly by establishing common ground
  • Assist Physicians with tracheal intubations, central lines, dislocation reductions, etc.
  • Perform CPR and manage airways often, as well as performed other tasks such as blood draws, EKGs, treating wounds, and splinting broken or dislocated bones routinely

Education

B.S. - Applied Health Science

Wheaton College
Wheaton, IL
05.2021

Skills

  • Closing deals
  • Cold calling
  • Client relationship engagement
  • Sales presentations
  • Sales reporting
  • Salesforce

Timeline

Regional Sales Consultant

Innovator ETFs
01.2024 - Current

Internal Sales Consultant

Innovator ETFs
10.2022 - Current

Emergency Room Technician

Edward-Elmhurst Health
07.2021 - Current

B.S. - Applied Health Science

Wheaton College

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