Peter Vale
Charlotte,NC
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Associate – Global Client Group
DIMENSIONAL FUND ADVISORS
01.2023 - Current
- Point person for New Client Engagement team for Independent Advisor Group in the Mid-Atlantic region
- Lead prospecting efforts across the Northeast for RIA firms with $100M+ AUM
- Analyze and identify target firms to work with based on financials and other metrics.
Senior Client Sales Associate
MORGAN STANLEY
2013 - 2020
- Head of trading for Private Wealth team of 5 managing $1.5 billion
- Front line contact for largest client with $1 billion AUM
- 1 team of options trading by revenue of Morgan Stanley’s 16,000 brokers in 2018 & 2019.
Analyst
BARCLAYS CAPITAL
2010 - 2013
- Sold and traded structured products to third party private banks and Barclays Wealth
- Created marketing material for acquisition of new clients.
Office of Advance Associate
THE WHITE HOUSE
10.2010 - 12.2010
- Traveled for President Obama on domestic trips - managed press corps and airport staff
- Provided on-site briefings for the President – reported to White House Travel Director.
Summer Associate
GRAHAM PARTNERS
06.2010 - 09.2010
- Private Equity firm focused on packaging and manufacturing industries
- Analyzed prospective private equity deals
- Modeled leveraged buyout scenarios with senior partners.
Summer MBA Intern
QUENCH USA INC.
- Data mined entire customer base to enable more effective marketing for new business
- Worked closely with marketing and strategy teams to craft pitch deck
- Presented findings and recommendations to CEO and senior management at summer-end conference.
Education
Master of Business Administration - Marketing And Entrepreneurship
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
2022
Bachelor of Arts - Economics and Film and Media Studies
THE JOHNS HOPKINS UNIVERSITY
2010
Skills
- Client Relations
- Team Management
- Problem Solving
- Communication
- Strategic Planning
- Analytical Thinking
Accomplishments
- Nationally ranked junior tennis player - #1 doubles rank, #10 singles rank, in Middle States (Pennsylvania, New Jersey, Delaware, West Virginia), 2002
- Founder, manager, and saxophonist – New York City based musical ensemble
- Improv comedy – house performer and assistant teacher at the Magnet Theater, New York City
Additional Information
- Nationally ranked junior tennis player - #1 doubles rank, #10 singles rank, in Middle States (Pennsylvania, New Jersey, Delaware, West Virginia), 2002
- Founder, manager, and saxophonist – New York City based musical ensemble
- Improv comedy – house performer and assistant teacher at the Magnet Theater, New York City
- Competitive golfer (Merion member), skier, and squash player
- Passed Chartered Financial Analyst (CFA) level I exam
- Series 7, 63, 65 certified
Certification
- Passed Chartered Financial Analyst (CFA) level I exam
- Series 7, 63, 65 certified
Timeline
Senior Associate – Global Client Group
DIMENSIONAL FUND ADVISORS
01.2023 - Current
Office of Advance Associate
THE WHITE HOUSE
10.2010 - 12.2010
Summer Associate
GRAHAM PARTNERS
06.2010 - 09.2010
Senior Client Sales Associate
MORGAN STANLEY
2013 - 2020
Analyst
BARCLAYS CAPITAL
2010 - 2013
Summer MBA Intern
QUENCH USA INC.
Master of Business Administration - Marketing And Entrepreneurship
THE WHARTON SCHOOL, UNIVERSITY OF PENNSYLVANIA
Bachelor of Arts - Economics and Film and Media Studies
THE JOHNS HOPKINS UNIVERSITY
- Passed Chartered Financial Analyst (CFA) level I exam
- Series 7, 63, 65 certified
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