Patrick Ashby has extensive work experience in sales and business development within the financial and non-profit sectors.
At Morningstar, they started in 2011 as a Client Solutions Consultant and later worked as a Regional Sales Director for Advisor Solutions. Patrick progressed to the role of Vice President, Business Development - National Accounts, where they successfully facilitated key client relationships with various financial institutions. Patrick then became Vice President, Manager of Business Development Executives - Mid-Market Accounts, overseeing a team of executives. Currently, they are the Head of Sales for Morningstar Office, responsible for managing a team of Business Development Executives and driving sales for the company's portfolio and practice management platform.
Prior to their time at Morningstar, Patrick worked as an Associate Director of Foundations Strategy at the Institute for Humane Studies and the Mercatus Center from 2007 to 2011.
Patrick also has experience as a Deputy Legal Information Director at the National Right to Work Legal Defense Foundation and as an Intern at the American Enterprise Institute.
Patrick Ashby completed their bachelor's degree in Political Science from the University of Illinois Urbana-Champaign in 2005. Patrick then pursued a master's degree in International Commerce and Policy from George Mason University, which they obtained in 2010. Additionally, Patrick has obtained several certifications from LinkedIn, focusing on diversity, inclusion, and leadership skills, with the most recent certification being "Overcoming DEI Leadership Challenges" in 2023.
January, 2022 - present
July, 2018
January, 2016
January, 2013
May, 2011