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Tony Perrin

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Tony Perrin

Regional Vice President, D.C. Retirement Plans | Morningstar

Illinois, Chicago, United States

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Tony Perrin

Summary

Tony Perrin is a seasoned sales executive with a strong background in retirement and workplace solutions. Currently serving as Senior Vice President of National Sales at Morningstar Retirement, he has a proven track record of driving significant growth in competitive markets. With over two decades of experience in the financial services industry, including key roles at Fifth Third Bank and Fidelity Investments, Tony has honed his skills in institutional sales and client relationship management. His academic background in psychology and finance equips him with a unique perspective on understanding client needs and market dynamics. Tony also has international exposure through his project work in Switzerland, enhancing his global business acumen. Outside of work, he is passionate about mentoring young professionals in the finance sector. His commitment to excellence and innovation makes him a valuable asset in any organization.

General

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Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

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Corporate Experience

Tony Perrin

Work Experience

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Regional Vice President, D.C. Retirement Plans at

Fidelity Investments

November 2000 - September 2009

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External Wholesaler, Defined Contribution 401k at

Mutual of America Financial Group

October 2009 - December 2013

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Vice President Institutional Sales at

Fifth Third Bank

January 2014 - February 2020

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Senior Vice President, National Sales Retirement & Workplace at

Morningstar

February 2020 - Present

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Tony Perrin

Education

DePaul University - Charles H. Kellstadt Graduate School of Business, MBA, Finance

University of Cincinnati, BA, Psychology

ZHAW School of Management and Law, Zurich, Switzerland- International Business Project

Frequently Asked Questions about Tony Perrin

What company does Tony Perrin work for?

Tony Perrin is a Regional Vice President, D.C. Retirement Plans at Morningstar.

Where Tony Perrin graduated from?

Tony Perrin holds a degree in null from DePaul University - Charles H. Kellstadt Graduate School of Business.

Who is Tony Perrin?

Tony Perrin is a seasoned sales executive with a strong background in retirement and workplace solutions. Currently serving as Senior Vice President of National Sales at Morningstar Retirement, he has a proven track record of driving significant growth in competitive markets. With over two decades of experience in the financial services industry, including key roles at Fifth Third Bank and Fidelity Investments, Tony has honed his skills in institutional sales and client relationship management. His academic background in psychology and finance equips him with a unique perspective on understanding client needs and market dynamics. Tony also has international exposure through his project work in Switzerland, enhancing his global business acumen. Outside of work, he is passionate about mentoring young professionals in the finance sector. His commitment to excellence and innovation makes him a valuable asset in any organization.

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