Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morningstar Salaries. You can even request information on how much does Morningstar pay if you want to. Learn about salaries, pros and cons of working for Morningstar directly from the past employees.
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Leonard Domingo Leonard Domingo's Morningstar Experience October 2008 - September 2010
Job Business Analyst/Project Manager
Industry Information Technology and Services
Experience
Rising Medical Solutions May 2012 - August 2015
Northern Trust January 2012 - May 2012
Morningstar October 2008 - September 2010
Morningstar June 2007 - October 2008
Fidelity Investments February 2004 - April 2007
Fidelity Investments June 2002 - January 2004
Fidelity Investments October 2000 - June 2002
Skills
Business Analysis, Databases, Business Requirements, Integration, Analysis, Requirements Analysis, Data Analysis, Software Project..., Process Improvement, Visio, Project Management, SQL, SDLC, Requirements Gathering, Quality Assurance, Business Process, SharePoint, Client Services, Communication
Education
Northwestern University 2010 — 2011
MS, Information Systems
Cornell University 1995 — 1999
Bachelor’s Degree, Environmental Science
Bard College 1997 — 1998
International Honors Program
Rising Medical Solutions May 2012 - August 2015
Northern Trust January 2012 - May 2012
Morningstar October 2008 - September 2010
Morningstar June 2007 - October 2008
Fidelity Investments February 2004 - April 2007
Fidelity Investments June 2002 - January 2004
Fidelity Investments October 2000 - June 2002
Skills
Business Analysis, Databases, Business Requirements, Integration, Analysis, Requirements Analysis, Data Analysis, Software Project..., Process Improvement, Visio, Project Management, SQL, SDLC, Requirements Gathering, Quality Assurance, Business Process, SharePoint, Client Services, Communication
Education
Northwestern University 2010 — 2011
MS, Information Systems
Cornell University 1995 — 1999
Bachelor’s Degree, Environmental Science
Bard College 1997 — 1998
International Honors Program
Elle Kuhta Elle Kuhta's Morningstar Experience April 2015 - Present
Job Client Solutions Consultant
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar July 2014 - Present
Teach for America April 2011 - June 2014
One Day Consulting May 2013 - September 2013
Arizona State University January 2011 - May 2011
Arizona State University January 2010 - May 2011
Skills
Social Media, Marketing, Advertising, Management, Digital Marketing, Program Management, Teaching, Staff Development, Marketing Research, Budgets, Sustainability, Sponsorship, Public Speaking, Event Planning, Lesson Planning, PowerPoint, Microsoft Office, Research, Data Analysis, Microsoft Excel
Education
University of Michigan 2012 — 2013
Master of Arts (M.A.), Urban Pedagogy
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Marketing, Business Sustainability, International Business Certificate
University of Economics, Prague 2010 — 2010
International Marketing, Sustainability
Morningstar April 2015 - Present
Morningstar July 2014 - Present
Teach for America April 2011 - June 2014
One Day Consulting May 2013 - September 2013
Arizona State University January 2011 - May 2011
Arizona State University January 2010 - May 2011
Skills
Social Media, Marketing, Advertising, Management, Digital Marketing, Program Management, Teaching, Staff Development, Marketing Research, Budgets, Sustainability, Sponsorship, Public Speaking, Event Planning, Lesson Planning, PowerPoint, Microsoft Office, Research, Data Analysis, Microsoft Excel
Education
University of Michigan 2012 — 2013
Master of Arts (M.A.), Urban Pedagogy
Arizona State University - W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Marketing, Business Sustainability, International Business Certificate
University of Economics, Prague 2010 — 2010
International Marketing, Sustainability
Brett McQuaide Brett McQuaide's Morningstar Experience March 2015 - Present
Job CEO of Idea Hatch | Intern at Morningstar
Industry
Experience
Idea Hatch LLC 2012 - Present
Morningstar March 2015 - Present
Sunfish Holdings (Angle Investments) October 2014 - February 2015
Baldwin Beach Capital (Venture Capital & Private Equity) October 2014 - February 2015
Boston Survey May 2014 - August 2014
Orange Leaf Frozen Yogurt May 2013 - December 2013
Andover Youth Services 2010 - 2012
Skills
Youth Development..., Youth Mentoring, Social Networking, Hootsuite, Financial Analysis, Corporate Finance, Entrepreneurship, Public Speaking, Project Management, Business Planning, Independent Thinking, Marketing Strategy, Time Management, Leadership, Strategic Planning, Research, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Tampa 2012 — 2016
Bachelor of Science (B.S.), Entrepreneurship, Sophomore
University of Tampa - John H. Sykes College of Business 2012 — 2016
Bachelor of Science (BS), Entrepreneurship: 3.6
Lawrence Academy (High School) 2008 — 2012
The University of Sydney Business School
Bachelor's degree, Finance
Idea Hatch LLC 2012 - Present
Morningstar March 2015 - Present
Sunfish Holdings (Angle Investments) October 2014 - February 2015
Baldwin Beach Capital (Venture Capital & Private Equity) October 2014 - February 2015
Boston Survey May 2014 - August 2014
Orange Leaf Frozen Yogurt May 2013 - December 2013
Andover Youth Services 2010 - 2012
Skills
Youth Development..., Youth Mentoring, Social Networking, Hootsuite, Financial Analysis, Corporate Finance, Entrepreneurship, Public Speaking, Project Management, Business Planning, Independent Thinking, Marketing Strategy, Time Management, Leadership, Strategic Planning, Research, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Tampa 2012 — 2016
Bachelor of Science (B.S.), Entrepreneurship, Sophomore
University of Tampa - John H. Sykes College of Business 2012 — 2016
Bachelor of Science (BS), Entrepreneurship: 3.6
Lawrence Academy (High School) 2008 — 2012
The University of Sydney Business School
Bachelor's degree, Finance
Sunni Campbell Sunni Campbell's Morningstar Experience October 2013 - August 2014
Job Sales Operations Coordinator at Insite Software
Industry Marketing and Advertising
Experience
Insite Software August 2014 - Present
Morningstar October 2013 - August 2014
Groupon January 2012 - April 2013
Groupon October 2010 - January 2012
Chicago Tribune Media Group June 2009 - October 2010
Bloomingdale's June 2008 - September 2008
CareerBuilder.com June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, Project Management, Advertising, Market Research, Market Analysis, Public Relations, Management, Sales, Analysis, Strategic Planning, Account Management, Customer Satisfaction, Customer Service, Social Media, Social Networking, Social Media Marketing, Marketing
Education
Colorado State University 2004 — 2008
Bachelor of Science, Marketing and Merchandising
American InterContinental University 2006 — 2006
Fashion Merchandising
Insite Software August 2014 - Present
Morningstar October 2013 - August 2014
Groupon January 2012 - April 2013
Groupon October 2010 - January 2012
Chicago Tribune Media Group June 2009 - October 2010
Bloomingdale's June 2008 - September 2008
CareerBuilder.com June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Salesforce.com, Project Management, Advertising, Market Research, Market Analysis, Public Relations, Management, Sales, Analysis, Strategic Planning, Account Management, Customer Satisfaction, Customer Service, Social Media, Social Networking, Social Media Marketing, Marketing
Education
Colorado State University 2004 — 2008
Bachelor of Science, Marketing and Merchandising
American InterContinental University 2006 — 2006
Fashion Merchandising
Simona (Shiwen) Wang Simona (Shiwen) Wang's Morningstar Experience January 2012 - April 2012
Job M.S.Finance Candidate at Johns Hopkins University
Industry Financial Services
Experience
Morningstar January 2012 - April 2012
Universum September 2011 - January 2012
ING August 2011 - August 2011
Bank of Communications Limited July 2011 - August 2011
Zhongxingcaiguanghua CPA Firm Co. Ltd August 2010 - September 2010
Skills
Financial Modeling, Mandarin, Financial Analysis, Bloomberg, Valuation, Data Analysis, Corporate Finance, Microsoft Office, Financial Statement..., Financial Reporting, Financial Accounting, Statistics, Fixed Income
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master's degree, Finance, General
Northeastern University (CN) 2008 — 2012
BA, International Economics and Trade
National Dong Hwa University 2009 — 2010
Bachelor's degree(Exchange Student), International Business
Shenzhen Middle School 2002 — 2008
Morningstar January 2012 - April 2012
Universum September 2011 - January 2012
ING August 2011 - August 2011
Bank of Communications Limited July 2011 - August 2011
Zhongxingcaiguanghua CPA Firm Co. Ltd August 2010 - September 2010
Skills
Financial Modeling, Mandarin, Financial Analysis, Bloomberg, Valuation, Data Analysis, Corporate Finance, Microsoft Office, Financial Statement..., Financial Reporting, Financial Accounting, Statistics, Fixed Income
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
Master's degree, Finance, General
Northeastern University (CN) 2008 — 2012
BA, International Economics and Trade
National Dong Hwa University 2009 — 2010
Bachelor's degree(Exchange Student), International Business
Shenzhen Middle School 2002 — 2008
Colin Mathews Colin Mathews's Morningstar Experience 1991 - 1995
Job Founder & President at Merit
Industry Internet
Experience
Merit February 2013 - Present
readMedia March 2005 - January 2014
Contact Network Corporation October 2003 - February 2005
Into Networks 2000 - 2002
AIG Global Investment Corp 1999 - 2000
Citigroup Global Markets 1997 - 1999
Lehman Brothers 1996 - 1996
Morningstar 1991 - 1995
Skills
Strategy, Marketing Strategy, New Business Development, Negotiation, Social Media, Social Media Marketing, Strategic Planning
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Binghamton University 1986 — 1990
BA, English, History
Merit February 2013 - Present
readMedia March 2005 - January 2014
Contact Network Corporation October 2003 - February 2005
Into Networks 2000 - 2002
AIG Global Investment Corp 1999 - 2000
Citigroup Global Markets 1997 - 1999
Lehman Brothers 1996 - 1996
Morningstar 1991 - 1995
Skills
Strategy, Marketing Strategy, New Business Development, Negotiation, Social Media, Social Media Marketing, Strategic Planning
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
Binghamton University 1986 — 1990
BA, English, History
Hareli Moreno Hareli Moreno's Morningstar Experience April 2012 - September 2012
Job Senior Internal Auditor at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation October 2014 - Present
Sears Holdings Corporation December 2012 - October 2014
Morningstar April 2012 - September 2012
Legal & General November 2011 - April 2012
AECOM December 2010 - September 2011
AECOM August 2007 - December 2010
Skills
Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Finance, Internal Audit, Process Improvement, Training, Microsoft Excel, Financial Accounting, US GAAP, Team Building, Microsoft Word, Budgets, Time Management, Project Planning, Coaching, GAAP
Education
California State University-Long Beach 2002 — 2006
Bachelor's degree, Finance and International Business
Universidad Miguel Hernández de Elche 2005 — 2005
Study Abroad Program
Oakton Community College
CPA track courses
Sears Holdings Corporation October 2014 - Present
Sears Holdings Corporation December 2012 - October 2014
Morningstar April 2012 - September 2012
Legal & General November 2011 - April 2012
AECOM December 2010 - September 2011
AECOM August 2007 - December 2010
Skills
Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Finance, Internal Audit, Process Improvement, Training, Microsoft Excel, Financial Accounting, US GAAP, Team Building, Microsoft Word, Budgets, Time Management, Project Planning, Coaching, GAAP
Education
California State University-Long Beach 2002 — 2006
Bachelor's degree, Finance and International Business
Universidad Miguel Hernández de Elche 2005 — 2005
Study Abroad Program
Oakton Community College
CPA track courses
Austin Gordon Austin Gordon's Morningstar Experience January 2015 - Present
Job Client Services Manager Institutional Research at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar March 2014 - January 2015
Neighbor Capital October 2012 - October 2013
Hope Fruit September 2011 - October 2012
Education
Azusa Pacific University 2007 — 2011
Bachelor's degree, Economics
Morningstar January 2015 - Present
Morningstar March 2014 - January 2015
Neighbor Capital October 2012 - October 2013
Hope Fruit September 2011 - October 2012
Education
Azusa Pacific University 2007 — 2011
Bachelor's degree, Economics
Madison Sargis's Morningstar Experience September 2014 - Present
Job Morningstar Development Program at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Akamai Technologies June 2013 - August 2013
Alpha Delta Pi Sorority January 2012 - December 2012
Skills
Microsoft Excel, OBIEE, Data Analysis, Financial Analysis, Analysis, Statistics, Microsoft Word, Leadership, Teamwork
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Bogazici University 2013 — 2013
Mathematics
Newton Country Day School 2006 — 2010
Morningstar September 2014 - Present
Akamai Technologies June 2013 - August 2013
Alpha Delta Pi Sorority January 2012 - December 2012
Skills
Microsoft Excel, OBIEE, Data Analysis, Financial Analysis, Analysis, Statistics, Microsoft Word, Leadership, Teamwork
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Bogazici University 2013 — 2013
Mathematics
Newton Country Day School 2006 — 2010
Eugene Kirian Eugene Kirian's Morningstar Experience October 2014 - Present
Job Software Engineer at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
Inavante January 2014 - October 2014
Credit Suisse March 2013 - December 2013
GlobalLogic January 2012 - February 2013
ELEKS Software May 2011 - January 2012
Aricent Group July 2010 - May 2011
Umax SoftWorks June 2008 - July 2010
Skills
Software Development, Project Management, .NET, C#, WCF, WPF, Microsoft SQL Server, ASP.NET MVC, SQL, Databases, SQL Server, T-SQL, Multithreading, Proof of Concept, Business Analysis, Project Estimation, Requirements Analysis, WinForms, Business Intelligence, Project Delivery, ASP.NET, MDX, Visual Studio
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master of Business Administration (M.B.A.)
Lviv Polytechnic National University 2011 — 2012
Master's Degree, Computer Science
Kherson National Technical University 2006 — 2010
Bachelor's Degree, Computer Science
Morningstar October 2014 - Present
Inavante January 2014 - October 2014
Credit Suisse March 2013 - December 2013
GlobalLogic January 2012 - February 2013
ELEKS Software May 2011 - January 2012
Aricent Group July 2010 - May 2011
Umax SoftWorks June 2008 - July 2010
Skills
Software Development, Project Management, .NET, C#, WCF, WPF, Microsoft SQL Server, ASP.NET MVC, SQL, Databases, SQL Server, T-SQL, Multithreading, Proof of Concept, Business Analysis, Project Estimation, Requirements Analysis, WinForms, Business Intelligence, Project Delivery, ASP.NET, MDX, Visual Studio
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Quinlan School of Business, Loyola University Chicago 2014 — 2015
Master of Business Administration (M.B.A.)
Lviv Polytechnic National University 2011 — 2012
Master's Degree, Computer Science
Kherson National Technical University 2006 — 2010
Bachelor's Degree, Computer Science
Ari Chasnoff Ari Chasnoff's Morningstar Experience January 2007 - June 2007
Job Marketing and Communications at Stanford Graduate School of Business
Industry Higher Education
Experience
Stanford Graduate School of Business October 2012 - Present
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties July 2010 - September 2012
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties July 2008 - June 2010
NTI Upstream June 2007 - June 2008
Morningstar January 2007 - June 2007
J Street May 2006 - June 2007
Jerusalem Post May 2001 - January 2002
Skills
Social Media Marketing, Email Marketing, Web Development, Online Community..., Digital Marketing, Online Marketing, Content Management, Content Writing, Online Advertising, Non-profits, Training, Community Management, Marketing Communications, Nonprofits, Drupal, WordPress, User Experience, Strategy, PHP, Blogging, Content Strategy, Fundraising, Marketing, Social Networking, Social Media, Newsletters, Facebook, Digital Strategy
Education
Boston University
BS, Communications
Tel Aviv University
MA, Middle Eastern History
Stanford Graduate School of Business October 2012 - Present
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties July 2010 - September 2012
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties July 2008 - June 2010
NTI Upstream June 2007 - June 2008
Morningstar January 2007 - June 2007
J Street May 2006 - June 2007
Jerusalem Post May 2001 - January 2002
Skills
Social Media Marketing, Email Marketing, Web Development, Online Community..., Digital Marketing, Online Marketing, Content Management, Content Writing, Online Advertising, Non-profits, Training, Community Management, Marketing Communications, Nonprofits, Drupal, WordPress, User Experience, Strategy, PHP, Blogging, Content Strategy, Fundraising, Marketing, Social Networking, Social Media, Newsletters, Facebook, Digital Strategy
Education
Boston University
BS, Communications
Tel Aviv University
MA, Middle Eastern History
Kolleen Jennings Kolleen Jennings's Morningstar Experience August 2008 - August 2013
Job Business Analyst
Industry Information Technology and Services
Experience
Technology Consulting Firm (less than 150 employees) December 2014 - Present
Morningstar August 2008 - August 2013
Morningstar July 2007 - August 2008
Skills
Data Analysis, SQL, Databases, Microsoft SQL Server, VBA, Process Improvement, Arena Simulation..., IBM SPSS Modeler, Microsoft Office, SAP ERP, Business Analysis, Analysis
Education
Aston University 2013 — 2014
Master of Science in Information Systems and Business Analysis, with Distinction
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
Bachelor of Business Administration (BBA)
University of Alaska Anchorage 2003 — 2004
Technology Consulting Firm (less than 150 employees) December 2014 - Present
Morningstar August 2008 - August 2013
Morningstar July 2007 - August 2008
Skills
Data Analysis, SQL, Databases, Microsoft SQL Server, VBA, Process Improvement, Arena Simulation..., IBM SPSS Modeler, Microsoft Office, SAP ERP, Business Analysis, Analysis
Education
Aston University 2013 — 2014
Master of Science in Information Systems and Business Analysis, with Distinction
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
Bachelor of Business Administration (BBA)
University of Alaska Anchorage 2003 — 2004
Eunice Ro Eunice Ro's Morningstar Experience July 2014 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2014 - Present
G/O Digital January 2014 - March 2014
Medill Watchdog Initiative June 2012 - December 2013
Ministère de l'Intérieur March 2013 - July 2013
La Ligue des Droits de l'Homme October 2012 - December 2012
Prof. Eric Ferkenhoff February 2012 - August 2012
The Chicago Bureau January 2012 - August 2012
Cambridge Educational Services June 2011 - August 2012
Prof. Susan Mango Curtis March 2012 - June 2012
Students Publishing Company September 2010 - June 2012
Skills
WordPress, Morningstar Direct, Investment Research, French, Editing, InDesign, Photography, Photoshop, Client Services, French to English, English to French, Adobe Creative Suite, SEO, Web Design, Illustrator, Microsoft Office, Research, Droits des étrangers, French Immigration Law, Layout, Facebook, Digital Photography, Social Media Marketing, PowerPoint, Political Asylum, Asylum law, French Law, Multimedia
Education
Northwestern University 2010 — 2014
Bachelor of Science (BS), Journalism, French
Sciences Po Paris 2012 — 2013
IFE 2012 — 2012
Human Rights and Asylum Law
Adlai E. Stevenson High School 2007 — 2010
Morningstar July 2014 - Present
G/O Digital January 2014 - March 2014
Medill Watchdog Initiative June 2012 - December 2013
Ministère de l'Intérieur March 2013 - July 2013
La Ligue des Droits de l'Homme October 2012 - December 2012
Prof. Eric Ferkenhoff February 2012 - August 2012
The Chicago Bureau January 2012 - August 2012
Cambridge Educational Services June 2011 - August 2012
Prof. Susan Mango Curtis March 2012 - June 2012
Students Publishing Company September 2010 - June 2012
Skills
WordPress, Morningstar Direct, Investment Research, French, Editing, InDesign, Photography, Photoshop, Client Services, French to English, English to French, Adobe Creative Suite, SEO, Web Design, Illustrator, Microsoft Office, Research, Droits des étrangers, French Immigration Law, Layout, Facebook, Digital Photography, Social Media Marketing, PowerPoint, Political Asylum, Asylum law, French Law, Multimedia
Education
Northwestern University 2010 — 2014
Bachelor of Science (BS), Journalism, French
Sciences Po Paris 2012 — 2013
IFE 2012 — 2012
Human Rights and Asylum Law
Adlai E. Stevenson High School 2007 — 2010
Erfan Khandaker Erfan Khandaker's Morningstar Experience May 2012 - October 2012
Job Web Application Developer at Synnex Canada
Industry Information Technology and Services
Experience
Synnex Canada November 2012 - Present
Morningstar May 2012 - October 2012
Fuel Advertising July 2011 - May 2012
Cossette July 2010 - May 2011
Rogers Wireless October 2007 - April 2010
Skills
C#, ASP.NET, T-SQL, JavaScript, Microsoft SQL Server, ASP.NET MVC, jQuery, Entity Framework, WCF, Web Development, Web Applications, XML, Hibernate, ASP.NET AJAX, ADO.NET, CSS3, HTML 5, Web Services, Software Development, SDLC, Java, .NET, SQL, Databases, AJAX, ASP.NET Web API, Spring MVC, Git, Github, web api, Eclipse, Spring Framework
Education
American International University-Bangladesh 2001 — 2005
Bachelor's degree, Computer Science
Ryerson University
Spring Framework & Hibernate, A
Ryerson University
Ryerson University
Synnex Canada November 2012 - Present
Morningstar May 2012 - October 2012
Fuel Advertising July 2011 - May 2012
Cossette July 2010 - May 2011
Rogers Wireless October 2007 - April 2010
Skills
C#, ASP.NET, T-SQL, JavaScript, Microsoft SQL Server, ASP.NET MVC, jQuery, Entity Framework, WCF, Web Development, Web Applications, XML, Hibernate, ASP.NET AJAX, ADO.NET, CSS3, HTML 5, Web Services, Software Development, SDLC, Java, .NET, SQL, Databases, AJAX, ASP.NET Web API, Spring MVC, Git, Github, web api, Eclipse, Spring Framework
Education
American International University-Bangladesh 2001 — 2005
Bachelor's degree, Computer Science
Ryerson University
Spring Framework & Hibernate, A
Ryerson University
Ryerson University
Anna Fieweger's Morningstar Experience September 2015 - Present
Job Product Consultant
Industry Financial Services
Experience
Morningstar September 2015 - Present
Boston College Event Management September 2014 - May 2015
Boston College Media Technology Services February 2012 - May 2015
The Little Museum of Dublin June 2013 - July 2013
emazeMe July 2012 - August 2012
Skills
PowerPoint, Leadership, Editing, Facebook, Social Media, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office, Research
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Saint Ignatius College Prep 2007 — 2011
Morningstar September 2015 - Present
Boston College Event Management September 2014 - May 2015
Boston College Media Technology Services February 2012 - May 2015
The Little Museum of Dublin June 2013 - July 2013
emazeMe July 2012 - August 2012
Skills
PowerPoint, Leadership, Editing, Facebook, Social Media, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office, Research
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Saint Ignatius College Prep 2007 — 2011
Kirk Paulus, CFA's Morningstar Experience October 2011 - Present
Job Equity Data Analyst at Morningstar
Industry Capital Markets
Experience
Morningstar October 2011 - Present
CIBC October 2010 - September 2011
BMO Financial Group September 2009 - May 2010
Municipal Property Assessment Corporation May 2008 - August 2008
Skills
Financial Analysis, Investments, Bloomberg, Financial Modeling, Valuation, Finance, Microsoft Excel, Business Analysis, Business Strategy, Research, Portfolio Management, Mutual Funds, Equities, Analysis, VBA, Access, Corporate Finance
Education
York University - Schulich School of Business 2005 — 2009
BBA (Hons), Finance
Manchester Business School 2008 — 2008
Exchange Term
CFA Institute
Morningstar October 2011 - Present
CIBC October 2010 - September 2011
BMO Financial Group September 2009 - May 2010
Municipal Property Assessment Corporation May 2008 - August 2008
Skills
Financial Analysis, Investments, Bloomberg, Financial Modeling, Valuation, Finance, Microsoft Excel, Business Analysis, Business Strategy, Research, Portfolio Management, Mutual Funds, Equities, Analysis, VBA, Access, Corporate Finance
Education
York University - Schulich School of Business 2005 — 2009
BBA (Hons), Finance
Manchester Business School 2008 — 2008
Exchange Term
CFA Institute
Crane Chen Crane Chen's Morningstar Experience March 2008 - Present
Job Sr. Developer at Morningstar
Industry Financial Services
Experience
Morningstar March 2008 - Present
Morningstar(China) February 2005 - February 2008
Sunshine Wangneng Technology Inc July 2001 - January 2005
Skills
ASP.NET MVC, ASP.NET, Windows, C/C++ STL, C#, C++, XML, XSLT, .NET, Scala, HTML, ASP.NET AJAX, Java, JavaScript, Morningstar Direct, Testing, Architectures, XSL-FO, PMP, IIS, Tomcat, MFC
Education
Loyola University of Chicago 2011 — 2012
Master's Degree, Computer Science
Huaqiao University 1998 — 2001
Master's Degree, Information Technology
Huaqiao University 1994 — 1998
Bachelor's Degree, Management Information Systems, General
Morningstar March 2008 - Present
Morningstar(China) February 2005 - February 2008
Sunshine Wangneng Technology Inc July 2001 - January 2005
Skills
ASP.NET MVC, ASP.NET, Windows, C/C++ STL, C#, C++, XML, XSLT, .NET, Scala, HTML, ASP.NET AJAX, Java, JavaScript, Morningstar Direct, Testing, Architectures, XSL-FO, PMP, IIS, Tomcat, MFC
Education
Loyola University of Chicago 2011 — 2012
Master's Degree, Computer Science
Huaqiao University 1998 — 2001
Master's Degree, Information Technology
Huaqiao University 1994 — 1998
Bachelor's Degree, Management Information Systems, General
Doug Lovett, CFA Doug Lovett, CFA's Morningstar Experience 2005 - 2006
Job Cofounder & Portfolio Manager at D2 Capital Management
Industry Investment Management
Experience
D2 Capital Management 2010 - Present
F&S Asset Management Group 2006 - 2010
Morningstar 2005 - 2006
Irongate Capital 2001 - 2004
SunTrust Bank 2000 - 2001
SunTrust Bank 2000 - 2000
SunTrust Bank 1999 - 2000
Suntrust Bank 1998 - 1999
Skills
Value Investing, Equity Research, Equities, Asset Management, Wealth Management, Investments, Investment Advisory, Financial Modeling, Mutual Funds, Equity Valuation, Financial Analysis, Valuation, Asset Allocation, Asset Managment, Securities, Due Diligence, Trading, Investment Strategies, Portfolio Management, Morningstar
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance
Berry College
BS, Finance
D2 Capital Management 2010 - Present
F&S Asset Management Group 2006 - 2010
Morningstar 2005 - 2006
Irongate Capital 2001 - 2004
SunTrust Bank 2000 - 2001
SunTrust Bank 2000 - 2000
SunTrust Bank 1999 - 2000
Suntrust Bank 1998 - 1999
Skills
Value Investing, Equity Research, Equities, Asset Management, Wealth Management, Investments, Investment Advisory, Financial Modeling, Mutual Funds, Equity Valuation, Financial Analysis, Valuation, Asset Allocation, Asset Managment, Securities, Due Diligence, Trading, Investment Strategies, Portfolio Management, Morningstar
Education
Emory University - Goizueta Business School 2000 — 2002
MBA, Finance
Berry College
BS, Finance
Nick Chan Nick Chan's Morningstar Experience January 2015 - Present
Job Business Analyst Institutional Research Sales
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar November 2013 - December 2014
Morningstar January 2013 - October 2013
Morningstar July 2012 - December 2012
Enterprise Rent-A-Car May 2011 - May 2012
Bard College August 2008 - November 2011
Bard College December 2010 - January 2011
Astor Services for Children & Families May 2010 - August 2010
JEC Construction May 2009 - August 2009
Skills
Direct Sales, Organizational..., Team Leadership, Public Speaking, Counseling, PowerPoint, Customer Service, Leadership Development, Coaching, Word, SPSS, Social Media, Sales, Research, Marketing, Morningstar Direct, Editing, Microsoft Excel, Microsoft Word
Education
Bard College 2008 — 2012
B.A., Psychology, 3.54/4.00
Victor Senior High School 2004 — 2008
I.B. Diploma, Advanced Regents Diploma with Distinction
Morningstar January 2015 - Present
Morningstar November 2013 - December 2014
Morningstar January 2013 - October 2013
Morningstar July 2012 - December 2012
Enterprise Rent-A-Car May 2011 - May 2012
Bard College August 2008 - November 2011
Bard College December 2010 - January 2011
Astor Services for Children & Families May 2010 - August 2010
JEC Construction May 2009 - August 2009
Skills
Direct Sales, Organizational..., Team Leadership, Public Speaking, Counseling, PowerPoint, Customer Service, Leadership Development, Coaching, Word, SPSS, Social Media, Sales, Research, Marketing, Morningstar Direct, Editing, Microsoft Excel, Microsoft Word
Education
Bard College 2008 — 2012
B.A., Psychology, 3.54/4.00
Victor Senior High School 2004 — 2008
I.B. Diploma, Advanced Regents Diploma with Distinction
Elizabeth Collins, CFA Elizabeth Collins, CFA's Morningstar Experience May 2014 - Present
Job Director of Equity Research, North America at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar January 2005 - May 2014
Navigant Consulting May 2004 - January 2005
Commonwealth Tenants Association June 2001 - January 2003
Skills
Valuation, Equity Research, Equities, Equity Valuation, Forecasting, Finance, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
Boston College 1997 — 2001
Morningstar May 2014 - Present
Morningstar January 2005 - May 2014
Navigant Consulting May 2004 - January 2005
Commonwealth Tenants Association June 2001 - January 2003
Skills
Valuation, Equity Research, Equities, Equity Valuation, Forecasting, Finance, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance
Boston College 1997 — 2001
Margie Carpenter, CFP®, CDFA™ Margie Carpenter, CFP®, CDFA™'s Morningstar Experience 1999 - 2000
Job Investment advisor / divorce planner for women.
Industry Investment Management
Experience
Bell Tower Advisors, LLC March 2010 - Present
Hawthorn, A PNC Company 2008 - March 2010
MAI Wealth Advisors, LLC 2004 - 2008
Chess Financial 2003 - 2004
Morningstar 1999 - 2000
Inside Information 1998 - 1999
Key Bank 1996 - 1998
Spero-Smith Investment Advisors 1992 - 1996
GE Capital August 1985 - July 1989
AEW Capital Management June 1981 - June 1982
Skills
Asset Allocation, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, ETFs, Estate Planning, Alternative Investments, Research, Asset Management, Investment Strategies, Analysis, IRA's, Financial Planning, Certified Divorce..., Investment Management, Wealth, Finance, Personal Finance, Certified Financial...
Education
Institute for Divorce Financial Analysts 2012 — 2013
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1996 — 2002
CFP, Financial Planning, Investments
Emory University - Goizueta Business School 1983 — 1985
MBA, Finance, Marketing
Bates College 1975 — 1979
B.A., French
Hathaway Brown 1969 — 1975
HS Diploma, college prep
Bell Tower Advisors, LLC March 2010 - Present
Hawthorn, A PNC Company 2008 - March 2010
MAI Wealth Advisors, LLC 2004 - 2008
Chess Financial 2003 - 2004
Morningstar 1999 - 2000
Inside Information 1998 - 1999
Key Bank 1996 - 1998
Spero-Smith Investment Advisors 1992 - 1996
GE Capital August 1985 - July 1989
AEW Capital Management June 1981 - June 1982
Skills
Asset Allocation, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Financial Advisory, Wealth Management, ETFs, Estate Planning, Alternative Investments, Research, Asset Management, Investment Strategies, Analysis, IRA's, Financial Planning, Certified Divorce..., Investment Management, Wealth, Finance, Personal Finance, Certified Financial...
Education
Institute for Divorce Financial Analysts 2012 — 2013
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1996 — 2002
CFP, Financial Planning, Investments
Emory University - Goizueta Business School 1983 — 1985
MBA, Finance, Marketing
Bates College 1975 — 1979
B.A., French
Hathaway Brown 1969 — 1975
HS Diploma, college prep
Phillip Nelms Phillip Nelms's Morningstar Experience October 1995 - March 1997
Job AD Operations Analyst
Industry Information Technology and Services
Experience
Apex Systems April 2014 - May 2014
Koch Industries January 2012 - December 2013
CDI March 2011 - January 2012
CSS Corp October 2010 - February 2011
Northrop Grumman December 2006 - June 2010
Dell, Inc. February 2002 - October 2006
Dell, Inc. July 2000 - February 2002
Technium Consulting March 1997 - June 2000
Morningstar October 1995 - March 1997
Skills
RHEL, EMC Networker, Active Directory, Servers, PowerPath, VMware, DNS, Windows Server, Storage, Troubleshooting, Microsoft Exchange, DHCP, System Administration, Operating Systems, Storage Area Networks, Unix, TCP/IP, Hardware
Education
DePaul University 1995 — 1998
M.S., Telecommunication
Arizona State Univeristy 1986 — 1991
BS, Manufacturing Engineering Technology
Apex Systems April 2014 - May 2014
Koch Industries January 2012 - December 2013
CDI March 2011 - January 2012
CSS Corp October 2010 - February 2011
Northrop Grumman December 2006 - June 2010
Dell, Inc. February 2002 - October 2006
Dell, Inc. July 2000 - February 2002
Technium Consulting March 1997 - June 2000
Morningstar October 1995 - March 1997
Skills
RHEL, EMC Networker, Active Directory, Servers, PowerPath, VMware, DNS, Windows Server, Storage, Troubleshooting, Microsoft Exchange, DHCP, System Administration, Operating Systems, Storage Area Networks, Unix, TCP/IP, Hardware
Education
DePaul University 1995 — 1998
M.S., Telecommunication
Arizona State Univeristy 1986 — 1991
BS, Manufacturing Engineering Technology
Guy Pitchadze, MBA Guy Pitchadze, MBA's Morningstar Experience May 2015 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
SuperDerivatives June 2010 - November 2014
FundConnect October 2008 - October 2009
Fidelity Investments August 2007 - August 2008
Skills
Derivatives, FX, Equities, Analysis, Customer Relations, Options, Mutual Funds, FX Options, Customer Service, Investments, Salesforce.com, Microsoft Excel, Financial Risk, Management, Financial Services, Financial Markets, Mergers & Acquisitions, Finance, Bloomberg
Education
Bar-Ilan University 2011 — 2013
International MBA
York University 2002 — 2006
Bachelor of Arts (B.A.)
Morningstar May 2015 - Present
SuperDerivatives June 2010 - November 2014
FundConnect October 2008 - October 2009
Fidelity Investments August 2007 - August 2008
Skills
Derivatives, FX, Equities, Analysis, Customer Relations, Options, Mutual Funds, FX Options, Customer Service, Investments, Salesforce.com, Microsoft Excel, Financial Risk, Management, Financial Services, Financial Markets, Mergers & Acquisitions, Finance, Bloomberg
Education
Bar-Ilan University 2011 — 2013
International MBA
York University 2002 — 2006
Bachelor of Arts (B.A.)
Jeff Holt's Morningstar Experience March 2014 - Present
Job Fund Analyst at Morningstar
Industry Investment Management
Experience
Morningstar March 2014 - Present
Jeffrey Slocum & Associates June 2005 - March 2014
Omni Investment Advisors February 2005 - June 2005
Skills
Chartered Financial..., Alternative Investments, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Mutual Funds, Hedge Funds, Bloomberg, Equity Research, Financial Modeling, Equities, Fixed Income, Series 7, Portfolio Management, Investment Advisory
Education
Brigham Young University 2002 — 2005
Bachelor of Science (BS), Finance, General
Anoka Ramsey Community College 1999 — 1999
Morningstar March 2014 - Present
Jeffrey Slocum & Associates June 2005 - March 2014
Omni Investment Advisors February 2005 - June 2005
Skills
Chartered Financial..., Alternative Investments, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Mutual Funds, Hedge Funds, Bloomberg, Equity Research, Financial Modeling, Equities, Fixed Income, Series 7, Portfolio Management, Investment Advisory
Education
Brigham Young University 2002 — 2005
Bachelor of Science (BS), Finance, General
Anoka Ramsey Community College 1999 — 1999
Oleg Evdokimov's Morningstar Experience May 2013 - Present
Job Interaction Designer at Morningstar
Industry Graphic Design
Experience
Morningstar May 2013 - Present
kalamboor August 2010 - Present
slowchildren January 2006 - Present
Morningstar February 2013 - May 2013
RTS.FM July 2010 - April 2013
Gramaphone Records LTD August 2010 - February 2013
Simpletype August 2010 - August 2011
Infant Welfare Society of Chicago July 2006 - August 2007
Skills
Adobe Creative Suite, Processing, Maya, Ableton Live, Print, Web Design, Graphic Design, Art History, Electronic Music, Radio Broadcasting, Interaction Design, Morningstar Direct, Typography, Logo Design, Axure, Motion Graphics, InDesign, Art Direction
Education
UIC 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Graphic Design
City Colleges of Chicago-Harold Washington College 2006 — 2008
Associate of Arts (A.A.), Video / Photography
Московский Психолого-Социальный Институт (МПСИ) / Moscow Psychological and Social Institute (MPSI) 2000 — 2004
Social Psychology
Basel school of art / design
Basel school of art / design
Morningstar May 2013 - Present
kalamboor August 2010 - Present
slowchildren January 2006 - Present
Morningstar February 2013 - May 2013
RTS.FM July 2010 - April 2013
Gramaphone Records LTD August 2010 - February 2013
Simpletype August 2010 - August 2011
Infant Welfare Society of Chicago July 2006 - August 2007
Skills
Adobe Creative Suite, Processing, Maya, Ableton Live, Print, Web Design, Graphic Design, Art History, Electronic Music, Radio Broadcasting, Interaction Design, Morningstar Direct, Typography, Logo Design, Axure, Motion Graphics, InDesign, Art Direction
Education
UIC 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Graphic Design
City Colleges of Chicago-Harold Washington College 2006 — 2008
Associate of Arts (A.A.), Video / Photography
Московский Психолого-Социальный Институт (МПСИ) / Moscow Psychological and Social Institute (MPSI) 2000 — 2004
Social Psychology
Basel school of art / design
Basel school of art / design
Craig Friedman's Morningstar Experience January 2012 - September 2013
Job Relationship Manager at Lombard Street Research
Industry Financial Services
Experience
Lombard Street Research September 2013 - Present
Morningstar January 2012 - September 2013
Morningstar July 2010 - January 2012
Skills
Equity Research, Asset Management, Quantitative Analytics, Morningstar, Investments, Morningstar Direct
Education
Bates College 2006 — 2010
BA, Political Economy
University of Cape Town 2008 — 2008
Study Abroad Semester, Course work in international relations, economics and history
Lombard Street Research September 2013 - Present
Morningstar January 2012 - September 2013
Morningstar July 2010 - January 2012
Skills
Equity Research, Asset Management, Quantitative Analytics, Morningstar, Investments, Morningstar Direct
Education
Bates College 2006 — 2010
BA, Political Economy
University of Cape Town 2008 — 2008
Study Abroad Semester, Course work in international relations, economics and history
Eric Kellar Eric Kellar's Morningstar Experience December 2003 - October 2009
Job Senior Vice President at Wellesley Investment Advisors, Inc.
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. October 2009 - Present
Morningstar December 2003 - October 2009
John Hancock Funds December 2000 - September 2003
John Hancock Funds 1998 - 2000
John Hancock Funds 1997 - 1998
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Managed Money (funds,...
Education
Suffolk University - Sawyer Business School 2001 — 2006
MBA
Bates College 1990 — 1994
BA, Psychology
Wellesley Investment Advisors, Inc. October 2009 - Present
Morningstar December 2003 - October 2009
John Hancock Funds December 2000 - September 2003
John Hancock Funds 1998 - 2000
John Hancock Funds 1997 - 1998
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Managed Money (funds,...
Education
Suffolk University - Sawyer Business School 2001 — 2006
MBA
Bates College 1990 — 1994
BA, Psychology
Harsha Vakkalanka Harsha Vakkalanka's Morningstar Experience June 2004 - February 2008
Job Chief Engineer at USAID
Industry International Trade and Development
Experience
USAID - United States Agency for International Development May 2011 - Present
VIO Inc. March 2008 - Present
USAID May 2011 - May 2013
USAID October 2011 - February 2012
Gizmo App March 2011 - May 2011
ICFI March 2010 - April 2011
Zunavizag Investments February 2001 - January 2011
Booz Allen Hamilton August 2009 - November 2009
Morningstar June 2004 - February 2008
Ipreo 2007 - 2008
Skills
SDLC, Program Management, Enterprise Architecture, Business Process, Business Process..., Strategy, Project Management, Agile Methodologies, Enterprise Software, Databases, Cross-functional Team..., Management, Leadership, Database Design, Analysis, Testing, Change Management, IT Strategy, IT Management, Business Analysis, Data Center, Software Project..., Information Technology, Disaster Recovery, Requirements Analysis, VDI, Wireless, Project Engineering, Organizational..., Web Design, Global Talent..., Directing Talent, Strategic Vision, Cloud Computing, Cloud Applications, NAC, Project Estimation, Reviews, Architecture, Start-ups, Software Development, Software Engineering, Outsourcing, Data Migration, Resource Management, Analytics, Business Requirements, Risk Assessment, Business Process..., Business Continuity
Education
University of Maryland Eastern Shore 1996 — 1997
MS
Salisbury University 1995 — 1996
Andhra University 1992 — 1995
BS
Sainik School Korukonda 1987 — 1992
Visakha Valley School 1983 — 1987
USAID - United States Agency for International Development May 2011 - Present
VIO Inc. March 2008 - Present
USAID May 2011 - May 2013
USAID October 2011 - February 2012
Gizmo App March 2011 - May 2011
ICFI March 2010 - April 2011
Zunavizag Investments February 2001 - January 2011
Booz Allen Hamilton August 2009 - November 2009
Morningstar June 2004 - February 2008
Ipreo 2007 - 2008
Skills
SDLC, Program Management, Enterprise Architecture, Business Process, Business Process..., Strategy, Project Management, Agile Methodologies, Enterprise Software, Databases, Cross-functional Team..., Management, Leadership, Database Design, Analysis, Testing, Change Management, IT Strategy, IT Management, Business Analysis, Data Center, Software Project..., Information Technology, Disaster Recovery, Requirements Analysis, VDI, Wireless, Project Engineering, Organizational..., Web Design, Global Talent..., Directing Talent, Strategic Vision, Cloud Computing, Cloud Applications, NAC, Project Estimation, Reviews, Architecture, Start-ups, Software Development, Software Engineering, Outsourcing, Data Migration, Resource Management, Analytics, Business Requirements, Risk Assessment, Business Process..., Business Continuity
Education
University of Maryland Eastern Shore 1996 — 1997
MS
Salisbury University 1995 — 1996
Andhra University 1992 — 1995
BS
Sainik School Korukonda 1987 — 1992
Visakha Valley School 1983 — 1987
Alexander Blaise's Morningstar Experience July 2007 - February 2012
Job Team Lead User Experience Design at Questrade
Industry Design
Experience
Questrade October 2013 - Present
Questrade May 2012 - September 2013
Morningstar July 2007 - February 2012
OCAD University June 2007 - July 2007
Skills
Interaction Design, User Interface Design, User Experience, Experience Design, Information Architecture, Paper Prototyping, Rapid Prototyping, Prototyping, Web Design, Mobile Design, Agile, Logo Development, Corporate Branding, Email Design, Flash Design, Collateral Design, Brochure Design, Usability Testing, Information Design, User Experience Design, User Interface, Logo Design, Adobe Creative Suite, Brochures, Typography, Agile Methodologies
Education
University of Toronto School of Continuing Studies 2013 — 2013
Course, Managing People (Advanced) - Organizational Leadership
Nielsen Norman Group 2012 — 2012
Workshop, User Testing - User Experience Design
Visual Communication Institute/The Basel School of Design 2012 — 2012
Four 1-week workshops, Design and Visual Communication
Adaptive Path 2011 — 2011
Two-day workshop, User Experience Design
University of Toronto School of Continuing Studies 2011 — 2011
Course, Managing International Projects - Project Management
OCAD University 2003 — 2008
BDes, Graphic Design
Schule für Gestaltung Basel 2007 — 2007
Summer Workshops, Design and Visual Communication
Questrade October 2013 - Present
Questrade May 2012 - September 2013
Morningstar July 2007 - February 2012
OCAD University June 2007 - July 2007
Skills
Interaction Design, User Interface Design, User Experience, Experience Design, Information Architecture, Paper Prototyping, Rapid Prototyping, Prototyping, Web Design, Mobile Design, Agile, Logo Development, Corporate Branding, Email Design, Flash Design, Collateral Design, Brochure Design, Usability Testing, Information Design, User Experience Design, User Interface, Logo Design, Adobe Creative Suite, Brochures, Typography, Agile Methodologies
Education
University of Toronto School of Continuing Studies 2013 — 2013
Course, Managing People (Advanced) - Organizational Leadership
Nielsen Norman Group 2012 — 2012
Workshop, User Testing - User Experience Design
Visual Communication Institute/The Basel School of Design 2012 — 2012
Four 1-week workshops, Design and Visual Communication
Adaptive Path 2011 — 2011
Two-day workshop, User Experience Design
University of Toronto School of Continuing Studies 2011 — 2011
Course, Managing International Projects - Project Management
OCAD University 2003 — 2008
BDes, Graphic Design
Schule für Gestaltung Basel 2007 — 2007
Summer Workshops, Design and Visual Communication
Sieg Herrnreiter Sieg Herrnreiter's Morningstar Experience June 2013 - Present
Job Senior Designer, Marketing Services at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Northwestern University June 2013 - August 2013
Morningstar April 2011 - June 2013
Morningstar September 2009 - April 2011
Morningstar January 2008 - September 2009
Morningstar February 2005 - December 2007
Morningstar January 2004 - December 2004
Upshot February 2003 - December 2003
Young Chicago Authors--"Say What?" magazine May 2002 - August 2002
Sapient October 1999 - February 2002
Skills
Typography, Visual Design, Publication Design, Web Design, Logo Design, Information Design, Marketing Communications, Art Direction, Graphic Design, Creative Strategy, Interaction Design, Writing, Corporate Identity, Branding & Identity, Morningstar, Morningstar Direct, Brochures, Visual Communication, User Experience, Creative Direction, User-centered Design, User Interface Design
Education
Schule für Gestaltung Basel 2004 — 2004
Non-Degree, Summer Program
University of Illinois at Chicago 1992 — 1997
Bachelor of Fine Arts (BFA), Graphic Design
Morningstar June 2013 - Present
Northwestern University June 2013 - August 2013
Morningstar April 2011 - June 2013
Morningstar September 2009 - April 2011
Morningstar January 2008 - September 2009
Morningstar February 2005 - December 2007
Morningstar January 2004 - December 2004
Upshot February 2003 - December 2003
Young Chicago Authors--"Say What?" magazine May 2002 - August 2002
Sapient October 1999 - February 2002
Skills
Typography, Visual Design, Publication Design, Web Design, Logo Design, Information Design, Marketing Communications, Art Direction, Graphic Design, Creative Strategy, Interaction Design, Writing, Corporate Identity, Branding & Identity, Morningstar, Morningstar Direct, Brochures, Visual Communication, User Experience, Creative Direction, User-centered Design, User Interface Design
Education
Schule für Gestaltung Basel 2004 — 2004
Non-Degree, Summer Program
University of Illinois at Chicago 1992 — 1997
Bachelor of Fine Arts (BFA), Graphic Design
Elliot Korte's Morningstar Experience July 2014 - Present
Job Software Developer at Morningstar
Industry Computer Software
Experience
Morningstar July 2014 - Present
Professor Branden Stone September 2013 - May 2014
WyzAnt Tutoring January 2013 - May 2014
Bard Learning Commons September 2012 - May 2014
Bard Prison Initiative September 2012 - May 2014
iD Tech Camps July 2013 - August 2013
Don Buchwald & Associates January 2002 - 2012
Motive Music + Sound August 2009 - December 2009
Skills
Python, Java, Linux, JavaScript, C/C++ STL, HTML, LaTeX, OS X, Research, Teaching, Node.js, C, C++, Test Automation, Android Development, SAGE (Math Software), Mac OS, UI Automation, Bash, SoapUI, Chrome Extensions, Processing (Visual..., Data Analysis, Data Mining, Bootstrapping, CSS, Three.js, Qt, Qt Creator, Haskell, WebGL, AJAX, Web Development, Web Scraping, Embedded Systems, Computer Science, Programming, Agile Methodologies, Pro Tools, MaxMSP, Music Production, Songwriting, Acting, Voice Acting
Education
Bard College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Morningstar July 2014 - Present
Professor Branden Stone September 2013 - May 2014
WyzAnt Tutoring January 2013 - May 2014
Bard Learning Commons September 2012 - May 2014
Bard Prison Initiative September 2012 - May 2014
iD Tech Camps July 2013 - August 2013
Don Buchwald & Associates January 2002 - 2012
Motive Music + Sound August 2009 - December 2009
Skills
Python, Java, Linux, JavaScript, C/C++ STL, HTML, LaTeX, OS X, Research, Teaching, Node.js, C, C++, Test Automation, Android Development, SAGE (Math Software), Mac OS, UI Automation, Bash, SoapUI, Chrome Extensions, Processing (Visual..., Data Analysis, Data Mining, Bootstrapping, CSS, Three.js, Qt, Qt Creator, Haskell, WebGL, AJAX, Web Development, Web Scraping, Embedded Systems, Computer Science, Programming, Agile Methodologies, Pro Tools, MaxMSP, Music Production, Songwriting, Acting, Voice Acting
Education
Bard College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Jhan Frias's Morningstar Experience April 2015 - Present
Job Strategic Accounts Director at Rave Mobile Safety
Industry Information Technology and Services
Experience
Rave Mobile Safety June 2015 - Present
Morningstar April 2015 - Present
Morningstar April 2014 - Present
ByAllAccounts November 2012 - April 2014
ByAllAccounts October 2011 - November 2012
Bentley University September 2008 - May 2012
212 Marketing Solutions May 2010 - September 2010
Blue Cross Blue Shields of Rhode Island May 2009 - September 2009
Feinstein High School April 2008 - June 2008
Atrion Networking Corporation January 2008 - May 2008
Skills
Public Speaking, Audio Conferencing, Visual Basic, Outlook, PowerPoint, Word, Excel, Customer Relations, Peachtree, Spanish, XP, Salesforce.com, Access, Microsoft Office, Customer Service, Facebook, Problem Solving, Lotus Notes, YouTube, Negotiation, Windows, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, Business Development, Recruiting, Networking, Time Management, Sales Process, Morningstar, Morningstar Direct
Education
Bentley University 2008 — 2012
Marketing, Sales
Rave Mobile Safety June 2015 - Present
Morningstar April 2015 - Present
Morningstar April 2014 - Present
ByAllAccounts November 2012 - April 2014
ByAllAccounts October 2011 - November 2012
Bentley University September 2008 - May 2012
212 Marketing Solutions May 2010 - September 2010
Blue Cross Blue Shields of Rhode Island May 2009 - September 2009
Feinstein High School April 2008 - June 2008
Atrion Networking Corporation January 2008 - May 2008
Skills
Public Speaking, Audio Conferencing, Visual Basic, Outlook, PowerPoint, Word, Excel, Customer Relations, Peachtree, Spanish, XP, Salesforce.com, Access, Microsoft Office, Customer Service, Facebook, Problem Solving, Lotus Notes, YouTube, Negotiation, Windows, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, Business Development, Recruiting, Networking, Time Management, Sales Process, Morningstar, Morningstar Direct
Education
Bentley University 2008 — 2012
Marketing, Sales
James McClamroch, Jr. James McClamroch, Jr.'s Morningstar Experience August 2012 - Present
Job SVP, Individual Investor Software at Morningstar
Industry Online Media
Experience
Village Of Kenilworth May 2015 - Present
Morningstar August 2012 - Present
BeerShop, LLC May 2014 - Present
Village Of Kenilworth May 2011 - May 2015
Bundle July 2009 - March 2012
Microsoft February 2009 - March 2012
MSNBC Interactive Ventures, LLC April 2008 - March 2012
CareerBuilder, LLC May 2007 - May 2011
Microsoft Corporation October 2006 - January 2009
Microsoft May 2000 - September 2006
Skills
Strategic Partnerships, Start-ups, Management, Product Management, Business Alliances, Strategy, Business Development
Education
DePauw University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
American University 1989 — 1989
Washington Semester Program, Foreign Policy
Village Of Kenilworth May 2015 - Present
Morningstar August 2012 - Present
BeerShop, LLC May 2014 - Present
Village Of Kenilworth May 2011 - May 2015
Bundle July 2009 - March 2012
Microsoft February 2009 - March 2012
MSNBC Interactive Ventures, LLC April 2008 - March 2012
CareerBuilder, LLC May 2007 - May 2011
Microsoft Corporation October 2006 - January 2009
Microsoft May 2000 - September 2006
Skills
Strategic Partnerships, Start-ups, Management, Product Management, Business Alliances, Strategy, Business Development
Education
DePauw University 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government
American University 1989 — 1989
Washington Semester Program, Foreign Policy
Steve Tagarov, CFA Steve Tagarov, CFA's Morningstar Experience November 2014 - Present
Job Consultant at Morningstar
Industry Management Consulting
Experience
Morningstar November 2014 - Present
Aon Hewitt June 2011 - November 2014
Hewitt Associates April 2005 - June 2011
Hewitt Associates February 2003 - March 2005
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, mpi Stylus, Bloomberg, Visual Basic for..., Morningstar Principia, Defined Contribution, Defined Benefit, Consulting, Investment Portfolio..., Investment Policy
Education
Augustana College 2000 — 2002
BA, Economics, Business Administration
Morningstar November 2014 - Present
Aon Hewitt June 2011 - November 2014
Hewitt Associates April 2005 - June 2011
Hewitt Associates February 2003 - March 2005
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, mpi Stylus, Bloomberg, Visual Basic for..., Morningstar Principia, Defined Contribution, Defined Benefit, Consulting, Investment Portfolio..., Investment Policy
Education
Augustana College 2000 — 2002
BA, Economics, Business Administration
Julie Cincotti Julie Cincotti's Morningstar Experience 2012 - April 2015
Job Sr. Manager, Human Resources at Insulet Corporation
Industry Computer Software
Experience
Insulet Corporation May 2015 - Present
Morningstar 2012 - April 2015
Memento Acquired by FIS 2010 - 2012
Visen Medical Acquired by PerkinElmer 2008 - 2010
Axsun Technologies - Acquired by Volcano Corp 2003 - 2008
Voltaire - Acquired by Mellanox 2000 - 2002
Thermo Fisher Scientific 1998 - 2000
Skills
Performance Management, Talent Management, Start-ups, Employee Relations, Recruiting, Talent Acquisition, Organizational..., Compensation & Benefit, Human Resources, Personnel Management, Executive Coaching, Mergers & Acquisitions, Team Building, Technical Recruiting, Executive Search, Sourcing, Management, Onboarding, Executive Management, Training, College Recruiting, Applicant Tracking..., Leadership Development, Policy, Deferred Compensation, Succession Planning, Internet Recruiting, Employee Benefits, Workforce Planning, Temporary Placement, Hiring, Change Management, Leadership, Strategy, Compensation & Benefits
Education
Bentley University 1999 — 1999
Certificate, Certificate in HR Management
University of Massachusetts Lowell 1994 — 1998
BA, English/Psychology
Insulet Corporation May 2015 - Present
Morningstar 2012 - April 2015
Memento Acquired by FIS 2010 - 2012
Visen Medical Acquired by PerkinElmer 2008 - 2010
Axsun Technologies - Acquired by Volcano Corp 2003 - 2008
Voltaire - Acquired by Mellanox 2000 - 2002
Thermo Fisher Scientific 1998 - 2000
Skills
Performance Management, Talent Management, Start-ups, Employee Relations, Recruiting, Talent Acquisition, Organizational..., Compensation & Benefit, Human Resources, Personnel Management, Executive Coaching, Mergers & Acquisitions, Team Building, Technical Recruiting, Executive Search, Sourcing, Management, Onboarding, Executive Management, Training, College Recruiting, Applicant Tracking..., Leadership Development, Policy, Deferred Compensation, Succession Planning, Internet Recruiting, Employee Benefits, Workforce Planning, Temporary Placement, Hiring, Change Management, Leadership, Strategy, Compensation & Benefits
Education
Bentley University 1999 — 1999
Certificate, Certificate in HR Management
University of Massachusetts Lowell 1994 — 1998
BA, English/Psychology
Elise Tropiano's Morningstar Experience April 2015 - Present
Job Associate Product Manager at Morningstar
Industry Information Technology and Services
Experience
Morningstar April 2015 - Present
Morningstar November 2012 - Present
Morningstar September 2010 - Present
Morningstar July 2009 - January 2011
Skills
Morningstar Direct, Mutual Funds, Asset Managment, Asset Allocation, Portfolio Management, Investments, Asset Management, Fixed Income, Financial Services, Equities, Wealth Management, Investment Advisory, Financial Modeling, Relationship Management, Investment Strategies, Investment Management, Financial Markets, Alternative Investments
Education
Amherst College 2005 — 2009
Bachelor’s Degree, Psychology
Morningstar April 2015 - Present
Morningstar November 2012 - Present
Morningstar September 2010 - Present
Morningstar July 2009 - January 2011
Skills
Morningstar Direct, Mutual Funds, Asset Managment, Asset Allocation, Portfolio Management, Investments, Asset Management, Fixed Income, Financial Services, Equities, Wealth Management, Investment Advisory, Financial Modeling, Relationship Management, Investment Strategies, Investment Management, Financial Markets, Alternative Investments
Education
Amherst College 2005 — 2009
Bachelor’s Degree, Psychology
Varun Kumar Singh's Morningstar Experience April 2011 - Present
Job
Industry Financial Services
Experience
Morningstar April 2011 - Present
Skills
C++, C#, XML, JavaScript, Subversion, Matlab, Visual Studio, Web Applications, SQL, Git, Jenkins, NUnit, Spring Batch, Data Warehousing, ETL, Talend, Core Java, Informatica, LINQ, WCF Services, WPF, RESTful WebServices, Maven, Vertica, ASP.NET MVC, HTML, CSS, SOAP, Databases, MySQL, ASP.NET, Agile Methodologies, REST, Microsoft SQL Server, Testing, SDLC, Continuous Integration
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MS
Birla Institute of Technology and Science, Pilani 2002 — 2006
B.E.(Hons.)
St. Fidelis, Lucknow 1990 — 2002
Morningstar April 2011 - Present
Skills
C++, C#, XML, JavaScript, Subversion, Matlab, Visual Studio, Web Applications, SQL, Git, Jenkins, NUnit, Spring Batch, Data Warehousing, ETL, Talend, Core Java, Informatica, LINQ, WCF Services, WPF, RESTful WebServices, Maven, Vertica, ASP.NET MVC, HTML, CSS, SOAP, Databases, MySQL, ASP.NET, Agile Methodologies, REST, Microsoft SQL Server, Testing, SDLC, Continuous Integration
Education
University of Illinois at Urbana-Champaign 2008 — 2010
MS
Birla Institute of Technology and Science, Pilani 2002 — 2006
B.E.(Hons.)
St. Fidelis, Lucknow 1990 — 2002
Matthew Elder Matthew Elder's Morningstar Experience April 2000 - November 2006
Job Owner, Sensible Communications
Industry Writing and Editing
Experience
Sensible Communications December 2006 - Present
Morningstar April 2000 - November 2006
Financial Post January 1995 - April 2000
The Gazette (Montreal) April 1985 - December 1994
Maclean Hunter May 1981 - March 1985
Sherbrooke Record September 1978 - April 1981
Skills
Investments, Asset Managment, Editing, Mutual Funds, Strategic Financial..., Portfolio Management, Newsletters, Financial Planning, Web Content, Newspapers, Editorial, Corporate Communications, Magazines, Strategic Planning, Management, Financial Services, Finance, French, Publications, Social Media, Asset Management
Education
Bishop's University 1974 — 1977
B.A., North American Studies (history, politics)
Stanstead College 1968 — 1971
High School
Selwyn House School 1961 — 1968
Sensible Communications December 2006 - Present
Morningstar April 2000 - November 2006
Financial Post January 1995 - April 2000
The Gazette (Montreal) April 1985 - December 1994
Maclean Hunter May 1981 - March 1985
Sherbrooke Record September 1978 - April 1981
Skills
Investments, Asset Managment, Editing, Mutual Funds, Strategic Financial..., Portfolio Management, Newsletters, Financial Planning, Web Content, Newspapers, Editorial, Corporate Communications, Magazines, Strategic Planning, Management, Financial Services, Finance, French, Publications, Social Media, Asset Management
Education
Bishop's University 1974 — 1977
B.A., North American Studies (history, politics)
Stanstead College 1968 — 1971
High School
Selwyn House School 1961 — 1968
Sarah Newcomb's Morningstar Experience May 2015 - Present
Job Behavioral Economist at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
HelloWallet February 2015 - Present
University of Maine January 2013 - May 2015
University of Maine December 2009 - December 2014
University of Maine August 2009 - December 2014
Skills
Personal Financial..., Economics, Economic Development, Grant Writing, Mathematics, Financial Analysis, Consulting, Business Planning, Public Speaking, Research, Market Research, Econometric Modeling, Teaching, Curriculum Development, Technical Writing, Proposal Writing, Data Analysis, Training, Statistics, Higher Education, SPSS, Event Planning, R, Community Outreach, Social Media, Analysis, Nonprofits
Education
University of Maine 2012 — 2015
Doctor of Philosophy (Ph.D.), Behavioral Economics
University of Maine 2009 — 2011
Master of Arts, Financial Economics
Bentley University 2006 — 2008
Master's Certificate, Personal Financial Planning
Salem State University 2001 — 2005
BS, Mathematics
Morningstar May 2015 - Present
HelloWallet February 2015 - Present
University of Maine January 2013 - May 2015
University of Maine December 2009 - December 2014
University of Maine August 2009 - December 2014
Skills
Personal Financial..., Economics, Economic Development, Grant Writing, Mathematics, Financial Analysis, Consulting, Business Planning, Public Speaking, Research, Market Research, Econometric Modeling, Teaching, Curriculum Development, Technical Writing, Proposal Writing, Data Analysis, Training, Statistics, Higher Education, SPSS, Event Planning, R, Community Outreach, Social Media, Analysis, Nonprofits
Education
University of Maine 2012 — 2015
Doctor of Philosophy (Ph.D.), Behavioral Economics
University of Maine 2009 — 2011
Master of Arts, Financial Economics
Bentley University 2006 — 2008
Master's Certificate, Personal Financial Planning
Salem State University 2001 — 2005
BS, Mathematics
Alexandra Ivanova, BEng(Hons), CSQA Alexandra Ivanova, BEng(Hons), CSQA's Morningstar Experience February 2004 - July 2006
Job Manager, HCAI Quality Assurance at Insurance Bureau of Canada
Industry Computer Software
Experience
Insurance Bureau of Canada December 2008 - Present
Group of GoldLine September 2007 - September 2008
Digital Cement July 2006 - June 2007
Morningstar February 2004 - July 2006
Xpress Software Inc. July 2003 - February 2004
EPAM Systems 1999 - 2003
Skills
Software Quality..., Test Automation, Test Planning, Quality Assurance, Testing, Analysis, System Testing, Defect Tracking, Test Strategy, User Acceptance Testing, Regression, Test Cases, Manual Testing, SilkTest, Test Management, Regression Testing, Software Quality, Web Applications, Requirements Analysis, Waterfall, Agile, Bug Tracking, Automation, Business Analysis, WinRunner, SQL, SQL Server, Quality Management, RUP, SDLC, Documentation, Process Development, Black Box Testing, ClearQuest, XML, Windows, Process Improvement, Test Tools, Requirements Gathering, Microsoft SQL Server, QTP, Agile Methodologies, Team Leadership
Education
Belarusian State University of Informatics and Radioelectronics 1991 — 1996
Bachelor of Engineering (BEng), Electrical and Computer Engineering Science (Hons), Magna Cum Laude graduate
Insurance Bureau of Canada December 2008 - Present
Group of GoldLine September 2007 - September 2008
Digital Cement July 2006 - June 2007
Morningstar February 2004 - July 2006
Xpress Software Inc. July 2003 - February 2004
EPAM Systems 1999 - 2003
Skills
Software Quality..., Test Automation, Test Planning, Quality Assurance, Testing, Analysis, System Testing, Defect Tracking, Test Strategy, User Acceptance Testing, Regression, Test Cases, Manual Testing, SilkTest, Test Management, Regression Testing, Software Quality, Web Applications, Requirements Analysis, Waterfall, Agile, Bug Tracking, Automation, Business Analysis, WinRunner, SQL, SQL Server, Quality Management, RUP, SDLC, Documentation, Process Development, Black Box Testing, ClearQuest, XML, Windows, Process Improvement, Test Tools, Requirements Gathering, Microsoft SQL Server, QTP, Agile Methodologies, Team Leadership
Education
Belarusian State University of Informatics and Radioelectronics 1991 — 1996
Bachelor of Engineering (BEng), Electrical and Computer Engineering Science (Hons), Magna Cum Laude graduate
Jason Ackley Jason Ackley's Morningstar Experience June 2013 - Present
Job Director, Design, Marketing Services at Morningstar
Industry Design
Experience
Morningstar June 2013 - Present
Morningstar January 2004 - May 2013
Morningstar February 1999 - December 2003
American College of Healthcare Executives May 1996 - January 1999
Anderson Consulting December 1995 - March 1996
Arthur Anderson & Co, SC/Communication Design Center March 1995 - December 1995
Skills
Graphic design, Art direction, Design management, Typography, Information Architecture, Logo Design, Web Design, Information Design, Graphic Design, Art Direction, Design Management, User-centered Design, User Experience, Concept Development, Marketing, Interaction Design, Design Strategy, Branding & Identity, Advertising, Brand Architecture, Brand Development, User Research, Creative Direction, Visual Communication, Creative Strategy, Corporate Identity, User Interface Design, User Experience Design, Mobile Design, Experience Design, User Interface, Adobe Creative Suite, InDesign, Wireframes, Layout, Flash, Collateral, Corporate Branding, Illustrator
Education
University of Illinois at Chicago 1990 — 1995
BFA, Graphic Design
Schule für Gestaltung Basel 2002 — 2002
Non-Degree Program, Summer Program
Yale University - Yale School of Management 2014 — 2014
Executive Education Certificate Program, Business Administration, Management and Operations
Morningstar June 2013 - Present
Morningstar January 2004 - May 2013
Morningstar February 1999 - December 2003
American College of Healthcare Executives May 1996 - January 1999
Anderson Consulting December 1995 - March 1996
Arthur Anderson & Co, SC/Communication Design Center March 1995 - December 1995
Skills
Graphic design, Art direction, Design management, Typography, Information Architecture, Logo Design, Web Design, Information Design, Graphic Design, Art Direction, Design Management, User-centered Design, User Experience, Concept Development, Marketing, Interaction Design, Design Strategy, Branding & Identity, Advertising, Brand Architecture, Brand Development, User Research, Creative Direction, Visual Communication, Creative Strategy, Corporate Identity, User Interface Design, User Experience Design, Mobile Design, Experience Design, User Interface, Adobe Creative Suite, InDesign, Wireframes, Layout, Flash, Collateral, Corporate Branding, Illustrator
Education
University of Illinois at Chicago 1990 — 1995
BFA, Graphic Design
Schule für Gestaltung Basel 2002 — 2002
Non-Degree Program, Summer Program
Yale University - Yale School of Management 2014 — 2014
Executive Education Certificate Program, Business Administration, Management and Operations
Patrick A Hurley, CSM, CSPO's Morningstar Experience December 1992 - December 1998
Job Managing Director at Fulton Works
Industry Nonprofit Organization Management
Experience
Fulton Works March 2014 - Present
Water of Life Press August 1998 - Present
The Association for Operations Management (APICS) June 2011 - January 2013
Aptify Corporation January 1999 - August 2010
Morningstar December 1992 - December 1998
US Army December 1985 - December 1987
Skills
CRM, Program Management, Business Intelligence, Cross-functional Team..., Process Improvement, Project Management, Enterprise Software, Leadership, Visio, Business Analysis, Analysis, Software Project..., Consulting, Business Process..., Vendor Management, Microsoft SQL Server, Strategic Planning, MS Project, Team Building, Operations Management, Access, Crystal Reports, SDLC, IT Strategy, Training, Management, Professional Services, Association Management, ERP, Human Resources, Budgets, Microsoft Project, Mentoring, Bourbon, Solution Architecture, Employee Training, IT Operations, Aptify AMS, Publishing, Books, Hosting Events, Poetry Readings, Poet, Whisky, Integration, Business Process, Team Leadership, Scrum Master
Education
Austin Peay State University 1988 — 1992
Bachelors of Science, Physics and Mathematics
Fulton Works March 2014 - Present
Water of Life Press August 1998 - Present
The Association for Operations Management (APICS) June 2011 - January 2013
Aptify Corporation January 1999 - August 2010
Morningstar December 1992 - December 1998
US Army December 1985 - December 1987
Skills
CRM, Program Management, Business Intelligence, Cross-functional Team..., Process Improvement, Project Management, Enterprise Software, Leadership, Visio, Business Analysis, Analysis, Software Project..., Consulting, Business Process..., Vendor Management, Microsoft SQL Server, Strategic Planning, MS Project, Team Building, Operations Management, Access, Crystal Reports, SDLC, IT Strategy, Training, Management, Professional Services, Association Management, ERP, Human Resources, Budgets, Microsoft Project, Mentoring, Bourbon, Solution Architecture, Employee Training, IT Operations, Aptify AMS, Publishing, Books, Hosting Events, Poetry Readings, Poet, Whisky, Integration, Business Process, Team Leadership, Scrum Master
Education
Austin Peay State University 1988 — 1992
Bachelors of Science, Physics and Mathematics
Jesse Graham Jesse Graham's Morningstar Experience June 1997 - March 2007
Job Coordinator maintenance at Williams
Industry Oil & Energy
Experience
Williams December 2013 - Present
Williams July 2007 - December 2013
US Army June 2000 - July 2012
morningstar June 1997 - March 2007
Skills
Army, Military Experience, Military, Military Operations, Force Protection, Weapons, Command, Operational Planning, Security Clearance, Afghanistan, Intelligence Analysis, Counterterrorism, Personnel Supervision, Upstream, Pipelines, Natural Gas, Gas
Education
Allied American University 2012 — 2015
BS
San Juan College 1998 — 2010
associates
Williams December 2013 - Present
Williams July 2007 - December 2013
US Army June 2000 - July 2012
morningstar June 1997 - March 2007
Skills
Army, Military Experience, Military, Military Operations, Force Protection, Weapons, Command, Operational Planning, Security Clearance, Afghanistan, Intelligence Analysis, Counterterrorism, Personnel Supervision, Upstream, Pipelines, Natural Gas, Gas
Education
Allied American University 2012 — 2015
BS
San Juan College 1998 — 2010
associates
Anand Krishnakumar, CFA Anand Krishnakumar, CFA's Morningstar Experience October 2012 - August 2015
Job Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company September 2015 - Present
Morningstar October 2012 - August 2015
J.P. Morgan June 2010 - September 2012
Morgan Stanley February 2004 - August 2010
Skills
Business Analysis, Software Development, Leadership, Management, Portfolio Management, SDLC, Risk Management, Agile Methodologies, SQL, Analytics, Fixed Income, Equities, Asset Management
Education
The University of Chicago 2014 — 2016
Master's Degree, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2003
Master’s Degree, Computer Science
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelor’s Degree, Electronics & Instrumentation
William Blair & Company September 2015 - Present
Morningstar October 2012 - August 2015
J.P. Morgan June 2010 - September 2012
Morgan Stanley February 2004 - August 2010
Skills
Business Analysis, Software Development, Leadership, Management, Portfolio Management, SDLC, Risk Management, Agile Methodologies, SQL, Analytics, Fixed Income, Equities, Asset Management
Education
The University of Chicago 2014 — 2016
Master's Degree, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2003
Master’s Degree, Computer Science
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelor’s Degree, Electronics & Instrumentation
Meng(Sirius) Xu Meng(Sirius) Xu's Morningstar Experience September 2014 - December 2014
Job Available for immediately hiring, Seeking oppourtunities in FRM or Quantitative Modeling field, Financial/Risk Analyst
Industry Financial Services
Experience
LIMRA February 2015 - May 2015
University of Connecticut January 2015 - May 2015
Morningstar September 2014 - December 2014
University of Connecticut - Dining Services November 2013 - September 2014
University of Connecticut June 2014 - July 2014
University of Connecticut March 2014 - May 2014
Tianjin Rural Commercial Bank December 2013 - January 2014
China Pacific Insurance Company October 2012 - July 2013
Bohai Securities Co.Ltd July 2011 - November 2011
Skills
Microsoft Excel, VBA, PowerPoint, Matlab, Microsoft Word, Data Analysis, SAS, Finance, Python, VAR, R, SAS E-Miner, Statistics, English, Bloomberg Software, Credit Risk, Market Risk, American English, Mandarin, SQL, Visual Studio, Risk Management, Financial Analysis, Financial Modeling, Black-Scholes, portel 99
Education
University of Connecticut 2013 — 2015
Master's Degree, Financial Risk management; Quantitative Risk Management, A-
Tianjin University of Technology 2007 — 2011
Bachelor's Degree, Electronic information, 3.6/4.0
LIMRA February 2015 - May 2015
University of Connecticut January 2015 - May 2015
Morningstar September 2014 - December 2014
University of Connecticut - Dining Services November 2013 - September 2014
University of Connecticut June 2014 - July 2014
University of Connecticut March 2014 - May 2014
Tianjin Rural Commercial Bank December 2013 - January 2014
China Pacific Insurance Company October 2012 - July 2013
Bohai Securities Co.Ltd July 2011 - November 2011
Skills
Microsoft Excel, VBA, PowerPoint, Matlab, Microsoft Word, Data Analysis, SAS, Finance, Python, VAR, R, SAS E-Miner, Statistics, English, Bloomberg Software, Credit Risk, Market Risk, American English, Mandarin, SQL, Visual Studio, Risk Management, Financial Analysis, Financial Modeling, Black-Scholes, portel 99
Education
University of Connecticut 2013 — 2015
Master's Degree, Financial Risk management; Quantitative Risk Management, A-
Tianjin University of Technology 2007 — 2011
Bachelor's Degree, Electronic information, 3.6/4.0
Marla Brizel Marla Brizel's Morningstar Experience July 2009 - March 2014
Job Software Developer
Industry Computer Software
Experience
Simple Energy April 2014 - May 2015
Morningstar July 2009 - March 2014
Education
Northwestern University 2005 — 2009
B.A.
Turing School of Software & Design
Simple Energy April 2014 - May 2015
Morningstar July 2009 - March 2014
Education
Northwestern University 2005 — 2009
B.A.
Turing School of Software & Design
Tsong-Ping Chiu Tsong-Ping Chiu's Morningstar Experience February 2012 - September 2012
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies June 2015 - Present
The Alinea Group October 2013 - March 2014
University of Chicago June 2011 - December 2013
Siris Capital Group June 2013 - September 2013
BOKA Restaurant Group March 2013 - May 2013
Morningstar February 2012 - September 2012
Skills
French, Mandarin, Social Media, Analysis, Research, Management, Microsoft Office, Qualitative Research, Corporate Finance, Statistics, Data Analysis, SPSS
Education
University of Chicago 2010 — 2014
B.A., Linguistics, 3.7
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.Sc.), Finance
Ravenswood School for Girls 2004 — 2009
International Baccalaureate Diploma
Jefferies June 2015 - Present
The Alinea Group October 2013 - March 2014
University of Chicago June 2011 - December 2013
Siris Capital Group June 2013 - September 2013
BOKA Restaurant Group March 2013 - May 2013
Morningstar February 2012 - September 2012
Skills
French, Mandarin, Social Media, Analysis, Research, Management, Microsoft Office, Qualitative Research, Corporate Finance, Statistics, Data Analysis, SPSS
Education
University of Chicago 2010 — 2014
B.A., Linguistics, 3.7
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (M.Sc.), Finance
Ravenswood School for Girls 2004 — 2009
International Baccalaureate Diploma
David Manger, CFA David Manger, CFA's Morningstar Experience July 2008 - May 2010
Job Associate at Advisory Research
Industry Investment Management
Experience
Advisory Research July 2014 - Present
AMI Investment Management September 2012 - July 2014
AMI Investment Management July 2010 - September 2012
Morningstar July 2008 - May 2010
Four Seasons Housing, Inc. January 2006 - May 2006
Skills
Equities, Financial Modeling, Valuation, Equity Research, Investments, Asset Management, Equity Valuation, Investment Management, Alternative Investments, Fixed Income, Hedge Funds
Education
Albion College 2004 — 2008
Bachelor of Arts, Economics and Management
Advisory Research July 2014 - Present
AMI Investment Management September 2012 - July 2014
AMI Investment Management July 2010 - September 2012
Morningstar July 2008 - May 2010
Four Seasons Housing, Inc. January 2006 - May 2006
Skills
Equities, Financial Modeling, Valuation, Equity Research, Investments, Asset Management, Equity Valuation, Investment Management, Alternative Investments, Fixed Income, Hedge Funds
Education
Albion College 2004 — 2008
Bachelor of Arts, Economics and Management
Nicolai Eddy Nicolai Eddy's Morningstar Experience June 2015 - Present
Job Index Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Morningstar September 2014 - June 2015
Bard College August 2012 - May 2014
Bard College January 2012 - May 2014
Top Scholar Technologies, LLC August 2013 - January 2014
Brose June 2012 - August 2013
Skills
Economics, Research, Data Analysis, SPSS, Microsoft Excel, Team Leadership, Program Management, Strategy, German, SAP, PowerPoint, Marketing Strategy, Product Marketing, Public Speaking, Microsoft Office, Microsoft Word, SQL
Education
Bard College 2010 — 2014
Bachelor's degree, Economics
Rudolf Steiner High School of Ann Arbor 2006 — 2010
High School Diploma
Morningstar June 2015 - Present
Morningstar September 2014 - June 2015
Bard College August 2012 - May 2014
Bard College January 2012 - May 2014
Top Scholar Technologies, LLC August 2013 - January 2014
Brose June 2012 - August 2013
Skills
Economics, Research, Data Analysis, SPSS, Microsoft Excel, Team Leadership, Program Management, Strategy, German, SAP, PowerPoint, Marketing Strategy, Product Marketing, Public Speaking, Microsoft Office, Microsoft Word, SQL
Education
Bard College 2010 — 2014
Bachelor's degree, Economics
Rudolf Steiner High School of Ann Arbor 2006 — 2010
High School Diploma
Rebecca Yating Liu Rebecca Yating Liu's Morningstar Experience June 2012 - December 2012
Job Senior Consultant at Deloitte; CFA Level III Candidate
Industry Financial Services
Experience
Deloitte April 2015 - Present
Wells Fargo August 2013 - February 2015
CONCERT Global Group Ltd. February 2013 - August 2013
Morningstar June 2012 - December 2012
Central China Finance Consulting Channel December 2010 - February 2011
Skills
Financial Modeling, Microsoft Excel, Investments, Finance, VBA, Analysis, Financial Analysis, Eviews, Capital Markets, PowerPoint, Crystal Ball, LBO, Equities, Equity Research, Corporate Finance, Computer Language, Credit Analysis, Data Analysis, Valuation, Economics, Microsoft Office, Risk Management, Cost Planning, Financial Planning, Budgeting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master, Finance, 3.6
Beijing Foreign Studies University 2007 — 2011
Bachelor, Finance, English Literature, 3.7
Deloitte April 2015 - Present
Wells Fargo August 2013 - February 2015
CONCERT Global Group Ltd. February 2013 - August 2013
Morningstar June 2012 - December 2012
Central China Finance Consulting Channel December 2010 - February 2011
Skills
Financial Modeling, Microsoft Excel, Investments, Finance, VBA, Analysis, Financial Analysis, Eviews, Capital Markets, PowerPoint, Crystal Ball, LBO, Equities, Equity Research, Corporate Finance, Computer Language, Credit Analysis, Data Analysis, Valuation, Economics, Microsoft Office, Risk Management, Cost Planning, Financial Planning, Budgeting
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2011 — 2012
Master, Finance, 3.6
Beijing Foreign Studies University 2007 — 2011
Bachelor, Finance, English Literature, 3.7
Tanner Woodford's Morningstar Experience September 2010 - March 2014
Job Executive Director at the Chicago Design Museum, and Lecturer at the School of the Art Institute of Chicago
Industry Design
Experience
The School of the Art Institute of Chicago August 2014 - Present
Chicago Design Museum January 2012 - Present
Lost Creature August 2011 - Present
Morningstar September 2010 - March 2014
ASU—The Design School August 2009 - September 2010
AIGA Arizona August 2009 - September 2010
ASU—Provost February 2009 - September 2010
USI Technology Services at Arizona State University July 2007 - February 2009
Intel May 2008 - August 2008
Fill/Stroke Magazine June 2007 - July 2008
Skills
Interaction Design, InDesign, Usability Testing, User Interface, Programming, Web Design, Adobe Creative Suite, Typography, Graphic Design, Flash, User Experience, Morningstar Direct, Motion Graphics, Information Architecture, Branding & Identity, HTML 5, User Interface Design, Visual Communication, Experience Design, CSS, User-centered Design, Art Direction, User Experience Design, Creative Direction, Corporate Identity, Layout, Graphics
Education
Arizona State University 2004 — 2009
Bachelor of Science in Design—Magna Cum Laude, Visual Communication Design
The School of the Art Institute of Chicago August 2014 - Present
Chicago Design Museum January 2012 - Present
Lost Creature August 2011 - Present
Morningstar September 2010 - March 2014
ASU—The Design School August 2009 - September 2010
AIGA Arizona August 2009 - September 2010
ASU—Provost February 2009 - September 2010
USI Technology Services at Arizona State University July 2007 - February 2009
Intel May 2008 - August 2008
Fill/Stroke Magazine June 2007 - July 2008
Skills
Interaction Design, InDesign, Usability Testing, User Interface, Programming, Web Design, Adobe Creative Suite, Typography, Graphic Design, Flash, User Experience, Morningstar Direct, Motion Graphics, Information Architecture, Branding & Identity, HTML 5, User Interface Design, Visual Communication, Experience Design, CSS, User-centered Design, Art Direction, User Experience Design, Creative Direction, Corporate Identity, Layout, Graphics
Education
Arizona State University 2004 — 2009
Bachelor of Science in Design—Magna Cum Laude, Visual Communication Design
Rachel (Voss) Adamo's Morningstar Experience August 2014 - Present
Job Manager, Brand Ambassador Program, Client Service Operations
Industry Financial Services
Experience
Morningstar August 2014 - Present
Morningstar August 2013 - August 2014
Morningstar April 2012 - August 2013
Morningstar May 2010 - April 2012
Medix Staffing Solutions February 2008 - May 2010
Boston University January 2007 - May 2008
Vector Marketing June 2004 - May 2008
Skills
Coaching, Global Customer Service, Call Centers, Client Relations, Client Services, Product Support, Training, Sales Management, Scorecard, Net Promoter Score, Lead Generation, Cold Calling, Direct Sales, Mutual Funds, Business Relationship..., Sales, Relationship Management, Investments, Business Development, Account Management, Contract Negotiation, New Business Development, Negotiation, Human Resources, Building Relationships, Sales Operations, Sales Process, Selling, B2B, Sales Presentations, Morningstar Direct, Adobe Technical..., Mentoring, New Hire Training, Sales Rep Training, Marketing Strategy, Business Strategy, Territory..., Registered Investment..., Team Leadership, Entrepreneurship, High level of initiative, Echo, Client Development, CRM, Salesforce.com, JIRA
Education
Boston University 2004 — 2008
Bachelor's Degree, Health Science
Illinois Mathematics and Science Academy (IMSA) 2000 — 2004
High School
Morningstar August 2014 - Present
Morningstar August 2013 - August 2014
Morningstar April 2012 - August 2013
Morningstar May 2010 - April 2012
Medix Staffing Solutions February 2008 - May 2010
Boston University January 2007 - May 2008
Vector Marketing June 2004 - May 2008
Skills
Coaching, Global Customer Service, Call Centers, Client Relations, Client Services, Product Support, Training, Sales Management, Scorecard, Net Promoter Score, Lead Generation, Cold Calling, Direct Sales, Mutual Funds, Business Relationship..., Sales, Relationship Management, Investments, Business Development, Account Management, Contract Negotiation, New Business Development, Negotiation, Human Resources, Building Relationships, Sales Operations, Sales Process, Selling, B2B, Sales Presentations, Morningstar Direct, Adobe Technical..., Mentoring, New Hire Training, Sales Rep Training, Marketing Strategy, Business Strategy, Territory..., Registered Investment..., Team Leadership, Entrepreneurship, High level of initiative, Echo, Client Development, CRM, Salesforce.com, JIRA
Education
Boston University 2004 — 2008
Bachelor's Degree, Health Science
Illinois Mathematics and Science Academy (IMSA) 2000 — 2004
High School
Dannielle Shanahan Dannielle Shanahan's Morningstar Experience April 2013 - Present
Job Public Relations and Communications
Industry Public Relations and Communications
Experience
Morningstar April 2013 - Present
Big CityBride May 2013 - August 2013
Adrenaline Sports Management November 2012 - January 2013
Momentum Marketing Group Inc. September 2012 - October 2012
Nike July 2012 - August 2012
Midtown Athletic Clubs May 2008 - August 2012
Indiana Soccer Association January 2012 - April 2012
National Football League January 2012 - February 2012
Sigma Kappa Sorority January 2011 - November 2011
Muncie Delaware County Chamber of Commerce May 2011 - July 2011
Skills
Microsoft Office, Public Speaking, Spanish, Branding & Identity, Press Releases, Public Relations, Social Media, Microsoft Word, Microsoft Excel, Time Management, Customer Service, Leadership, Sales, Event Management, Facebook, Social Media Marketing, Blogging, Social Networking, Office Administration, Event Planning, PowerPoint
Education
Ball State University 2009 — 2012
Journalism, Public Relations
Drake University 2008 — 2009
Journalism
Barrington High School 2004 — 2008
Morningstar April 2013 - Present
Big CityBride May 2013 - August 2013
Adrenaline Sports Management November 2012 - January 2013
Momentum Marketing Group Inc. September 2012 - October 2012
Nike July 2012 - August 2012
Midtown Athletic Clubs May 2008 - August 2012
Indiana Soccer Association January 2012 - April 2012
National Football League January 2012 - February 2012
Sigma Kappa Sorority January 2011 - November 2011
Muncie Delaware County Chamber of Commerce May 2011 - July 2011
Skills
Microsoft Office, Public Speaking, Spanish, Branding & Identity, Press Releases, Public Relations, Social Media, Microsoft Word, Microsoft Excel, Time Management, Customer Service, Leadership, Sales, Event Management, Facebook, Social Media Marketing, Blogging, Social Networking, Office Administration, Event Planning, PowerPoint
Education
Ball State University 2009 — 2012
Journalism, Public Relations
Drake University 2008 — 2009
Journalism
Barrington High School 2004 — 2008
Aurimas Palaitis Aurimas Palaitis's Morningstar Experience June 2014 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
Northern Trust Corporation June 2013 - June 2014
Northern Trust Corporation March 2011 - June 2013
The Northern Trust Company September 2010 - March 2011
The Northern Trust Company October 2008 - September 2010
The Northern Trust Company October 2007 - October 2008
Skills
Derivatives, Bloomberg, Valuation, Equities, Swaps, FX Options, Options, Hedge Funds, Capital Markets, Credit Derivatives, Bloomberg Terminal, Alternative Investments, Risk Management, CDS, Equity Research, Project Management, Risk Assessment, Team Building, Client Relations Skills, Agile Methodologies, JIRA, Confluence, Microsoft SQL Server, XML Spy, Scrum, Business Requirements
Education
Benedictine University 2005 — 2007
Master of Business Administration, Finance, 4.0 GPA
Lithuanian University of Agriculture 1996 — 2000
Bachelor of Science, Forestry/Forest Economics
Morningstar June 2014 - Present
Northern Trust Corporation June 2013 - June 2014
Northern Trust Corporation March 2011 - June 2013
The Northern Trust Company September 2010 - March 2011
The Northern Trust Company October 2008 - September 2010
The Northern Trust Company October 2007 - October 2008
Skills
Derivatives, Bloomberg, Valuation, Equities, Swaps, FX Options, Options, Hedge Funds, Capital Markets, Credit Derivatives, Bloomberg Terminal, Alternative Investments, Risk Management, CDS, Equity Research, Project Management, Risk Assessment, Team Building, Client Relations Skills, Agile Methodologies, JIRA, Confluence, Microsoft SQL Server, XML Spy, Scrum, Business Requirements
Education
Benedictine University 2005 — 2007
Master of Business Administration, Finance, 4.0 GPA
Lithuanian University of Agriculture 1996 — 2000
Bachelor of Science, Forestry/Forest Economics
Ruben Gamboa Ruben Gamboa's Morningstar Experience May 2010 - January 2012
Job Associate Professor at University of Wyoming
Industry Computer Software
Experience
University of Wyoming January 2002 - Present
Morningstar May 2010 - January 2012
Logical Information Machines January 1990 - December 2011
Neopost Loop One January 2000 - December 2001
MCC 1988 - 1989
Skills
Databases, Perl, Software Development, Artificial Intelligence, Linux, Java, SQL, Mobile Applications, JavaScript, Android, Unix, C++, Server Architecture, Relational Databases
Education
Swinburne University of Technology 2010 — 2013
Master of Science (Astronomy), Astronomy
The University of Texas at Austin 1992 — 1999
Ph.D., Computer Science
Texas A&M University 1984 — 1987
M.C.S., Computer Science
Angelo State University 1982 — 1984
B.S., Computer Science
University of Wyoming January 2002 - Present
Morningstar May 2010 - January 2012
Logical Information Machines January 1990 - December 2011
Neopost Loop One January 2000 - December 2001
MCC 1988 - 1989
Skills
Databases, Perl, Software Development, Artificial Intelligence, Linux, Java, SQL, Mobile Applications, JavaScript, Android, Unix, C++, Server Architecture, Relational Databases
Education
Swinburne University of Technology 2010 — 2013
Master of Science (Astronomy), Astronomy
The University of Texas at Austin 1992 — 1999
Ph.D., Computer Science
Texas A&M University 1984 — 1987
M.C.S., Computer Science
Angelo State University 1982 — 1984
B.S., Computer Science
Natasha Bowman's Morningstar Experience January 2012 - October 2013
Job Staff Accountant at Turnbull, Hoover, & Kalh, P.A.
Industry Accounting
Experience
Turnbull, Hoover, & Kalh, P.A. October 2013 - Present
Morningstar January 2012 - October 2013
K&M Inc August 2011 - January 2012
Education
University of Maryland University College 2013 — 2013
Bachelor's Degree, Accounting
University of Maryland University College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Allegany College of Maryland 2009 — 2010
Associate's Degree, Accounting and Economics
Turnbull, Hoover, & Kalh, P.A. October 2013 - Present
Morningstar January 2012 - October 2013
K&M Inc August 2011 - January 2012
Education
University of Maryland University College 2013 — 2013
Bachelor's Degree, Accounting
University of Maryland University College 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
Allegany College of Maryland 2009 — 2010
Associate's Degree, Accounting and Economics
Lars Wasvick's Morningstar Experience May 2011 - Present
Job Marketing Manager, Advisor Marketing at Morningstar
Industry Financial Services
Experience
Morningstar May 2011 - Present
Morningstar January 2005 - May 2011
UMB Fund Services December 2002 - January 2005
Comm-Works, Inc June 2001 - August 2002
Skills
Product Management, Social Media, Copywriting, Online Marketing, Eloqua, Direct Marketing, Marketing Strategy, Marketing Communications, Account Management, Product Development, Interactive Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Client Service, New Business Development, Morningstar Direct, Financial Services, Newsletters, Social Media Marketing, Market Planning, Facebook Marketing, Twitter, Microsoft Office, Adobe Acrobat, Lyris, QuickBase
Education
Marquette University 2002 — 2004
Master, Business Administration
Marquette University 1998 — 2001
Bachelor of Arts, Advertising, Marketing
Augsburg College 1997 — 1998
Marketing, Economics
Irondale Senior High School 1993 — 1997
Morningstar May 2011 - Present
Morningstar January 2005 - May 2011
UMB Fund Services December 2002 - January 2005
Comm-Works, Inc June 2001 - August 2002
Skills
Product Management, Social Media, Copywriting, Online Marketing, Eloqua, Direct Marketing, Marketing Strategy, Marketing Communications, Account Management, Product Development, Interactive Marketing, Email Marketing, Integrated Marketing, Digital Marketing, Client Service, New Business Development, Morningstar Direct, Financial Services, Newsletters, Social Media Marketing, Market Planning, Facebook Marketing, Twitter, Microsoft Office, Adobe Acrobat, Lyris, QuickBase
Education
Marquette University 2002 — 2004
Master, Business Administration
Marquette University 1998 — 2001
Bachelor of Arts, Advertising, Marketing
Augsburg College 1997 — 1998
Marketing, Economics
Irondale Senior High School 1993 — 1997
tj nine tj nine's Morningstar Experience March 2011 - November 2012
Job Designer/ Developer
Industry Marketing and Advertising
Experience
GC Adobe Groups January 2010 - Present
Morningstar March 2011 - November 2012
Mt Top Glass February 2012 - July 2012
Cobblestone Landscape LLC July 2011 - December 2011
High Mountain Sports February 2010 - February 2011
Sunset Ridge DCL September 2009 - November 2009
Skills
HTML, Web Design, ActionScript, Flash, Dreamweaver, SEO, CSS
Education
Art Institute of Pittsburgh 2008 — 2010
GC Adobe Groups January 2010 - Present
Morningstar March 2011 - November 2012
Mt Top Glass February 2012 - July 2012
Cobblestone Landscape LLC July 2011 - December 2011
High Mountain Sports February 2010 - February 2011
Sunset Ridge DCL September 2009 - November 2009
Skills
HTML, Web Design, ActionScript, Flash, Dreamweaver, SEO, CSS
Education
Art Institute of Pittsburgh 2008 — 2010
Calvin Du Calvin Du's Morningstar Experience December 2010 - January 2011
Job MSF Candidate at Boston College Carroll School of Management
Industry Financial Services
Experience
Boston College August 2015 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo July 2013 - July 2014
Dickinson College March 2011 - May 2013
Wells Fargo May 2012 - August 2012
Eternal Asia December 2011 - January 2012
Morningstar December 2010 - January 2011
Skills
Analytics, Data Analysis, Economics, Credit Risk, Risk Management, Tableau, SQL, VBA, Matlab, Google Analytics, Portfolio Management, Microsoft Office, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Finance, General
Dickinson College 2009 — 2013
Bachelor's Degree, Economics; Mathematics
University of East Anglia 2011 — 2011
Economics and Mathematics
Boston College August 2015 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo July 2013 - July 2014
Dickinson College March 2011 - May 2013
Wells Fargo May 2012 - August 2012
Eternal Asia December 2011 - January 2012
Morningstar December 2010 - January 2011
Skills
Analytics, Data Analysis, Economics, Credit Risk, Risk Management, Tableau, SQL, VBA, Matlab, Google Analytics, Portfolio Management, Microsoft Office, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master’s Degree, Finance, General
Dickinson College 2009 — 2013
Bachelor's Degree, Economics; Mathematics
University of East Anglia 2011 — 2011
Economics and Mathematics
Jennifer O'Connor Jennifer O'Connor's Morningstar Experience January 2014 - Present
Job Client Relationship Manager at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar September 2011 - December 2013
Morningstar February 2010 - September 2011
Morningstar July 2008 - February 2010
Greenleaf Trust January 2007 - May 2008
Skills
Equities, Portfolio Management, Investments, Equity Research, Asset Management, Asset Managment, Financial Services, Relationship Management, Morningstar Direct, Bloomberg, Alternative Investments, Fixed Income, CRM, Investment Management, Mutual Funds, Commodity Markets, Account Management
Education
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor's, Business-Finance
Azusa Pacific University 2004 — 2006
Business, Finance
Morningstar January 2014 - Present
Morningstar September 2011 - December 2013
Morningstar February 2010 - September 2011
Morningstar July 2008 - February 2010
Greenleaf Trust January 2007 - May 2008
Skills
Equities, Portfolio Management, Investments, Equity Research, Asset Management, Asset Managment, Financial Services, Relationship Management, Morningstar Direct, Bloomberg, Alternative Investments, Fixed Income, CRM, Investment Management, Mutual Funds, Commodity Markets, Account Management
Education
Western Michigan University - Haworth College of Business 2004 — 2008
Bachelor's, Business-Finance
Azusa Pacific University 2004 — 2006
Business, Finance
Liberty McPartland Liberty McPartland's Morningstar Experience December 2014 - April 2015
Job Director of Sales at Real Capital Analytics
Industry Commercial Real Estate
Experience
Real Capital Analytics May 2015 - Present
Morningstar December 2014 - April 2015
Morningstar November 2013 - December 2014
Metis Financial Network April 2013 - November 2013
Trepp, LLC August 2008 - April 2013
Primary Mortgage January 2006 - August 2008
BC Industries January 2003 - January 2005
Southwest College of Naturopathic Medicine December 2000 - December 2003
SWEAT Magazine January 2000 - December 2000
Skills
Salesforce.com, CRM, Sales, Sales Process, CMBS, Business Strategy, New Business Development, Sales Operations, Business Relationship..., Account Management, Data Analysis, Residential Mortgages, Cold Calling, Investments, Real Estate, Business Process..., Asset Management, Real Estate Economics, Sales Presentation..., Data Mining, Databases, Real Estate Development, Sourcing New Business
Education
Arizona State University 1995 — 2000
Bachelor's Degree, Business Administration, Management and Operations
Naperville North
High School
Real Capital Analytics May 2015 - Present
Morningstar December 2014 - April 2015
Morningstar November 2013 - December 2014
Metis Financial Network April 2013 - November 2013
Trepp, LLC August 2008 - April 2013
Primary Mortgage January 2006 - August 2008
BC Industries January 2003 - January 2005
Southwest College of Naturopathic Medicine December 2000 - December 2003
SWEAT Magazine January 2000 - December 2000
Skills
Salesforce.com, CRM, Sales, Sales Process, CMBS, Business Strategy, New Business Development, Sales Operations, Business Relationship..., Account Management, Data Analysis, Residential Mortgages, Cold Calling, Investments, Real Estate, Business Process..., Asset Management, Real Estate Economics, Sales Presentation..., Data Mining, Databases, Real Estate Development, Sourcing New Business
Education
Arizona State University 1995 — 2000
Bachelor's Degree, Business Administration, Management and Operations
Naperville North
High School
Bala Mukund's Morningstar Experience January 2012 - June 2013
Job Technical Lead at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
ThinkForex March 2014 - April 2015
Nationwide Acc June 2013 - March 2014
Morningstar January 2012 - June 2013
Morningstar January 2011 - December 2011
Morningstar March 2004 - December 2010
Talk America November 2000 - February 2004
IBM 1999 - 2000
Skills
Microsoft SQL Server, .NET, XML, ASP.NET, Software Development, Web Services, Market Data, SSIS, jQuery, LINQ, Enterprise Architecture, Programming, SQL, Software Project..., Requirements Analysis, AJAX, CSS, SDLC, Agile Methodologies, Enterprise Software, REST, SSRS, Financial Markets, Equities, Business Analysis, ASP.NET MVC, Disaster Recovery, Infrastructure, Trading Systems, Leadership
Education
Indian School of Mines 1994 — 1997
MS, Mining, Geology, Petroleum
Anna University 1991 — 1994
BS, Mining, Geology
Charles Schwab May 2015 - Present
ThinkForex March 2014 - April 2015
Nationwide Acc June 2013 - March 2014
Morningstar January 2012 - June 2013
Morningstar January 2011 - December 2011
Morningstar March 2004 - December 2010
Talk America November 2000 - February 2004
IBM 1999 - 2000
Skills
Microsoft SQL Server, .NET, XML, ASP.NET, Software Development, Web Services, Market Data, SSIS, jQuery, LINQ, Enterprise Architecture, Programming, SQL, Software Project..., Requirements Analysis, AJAX, CSS, SDLC, Agile Methodologies, Enterprise Software, REST, SSRS, Financial Markets, Equities, Business Analysis, ASP.NET MVC, Disaster Recovery, Infrastructure, Trading Systems, Leadership
Education
Indian School of Mines 1994 — 1997
MS, Mining, Geology, Petroleum
Anna University 1991 — 1994
BS, Mining, Geology
Ram Buchupalli's Morningstar Experience 1998 - 2004
Job Systems Engineer
Industry Investment Management
Experience
Bank of America May 2011 - Present
Bank of America December 2007 - April 2011
Bank of America June 2007 - December 2007
Harris Alternatives LLC October 2004 - June 2007
Morningstar 1998 - 2004
Skills
SDLC, SQL, Agile Methodologies, Enterprise Architecture, Microsoft SQL Server, Risk Management, Business Analysis, Unix, Disaster Recovery, Vendor Management, Java, Integration, Database Design, IT Strategy, Databases, Software Project..., Data Warehousing, Oracle, Requirements Analysis, SOA, Data Modeling, Business Intelligence, Visio, ETL, Solution Architecture, Software Development, PL/SQL, XML, SharePoint, ITIL
Education
Eastern Michigan University 1996 — 1998
MS
Bangalore University 1991 — 1995
BE
SVU Campus School
Bank of America May 2011 - Present
Bank of America December 2007 - April 2011
Bank of America June 2007 - December 2007
Harris Alternatives LLC October 2004 - June 2007
Morningstar 1998 - 2004
Skills
SDLC, SQL, Agile Methodologies, Enterprise Architecture, Microsoft SQL Server, Risk Management, Business Analysis, Unix, Disaster Recovery, Vendor Management, Java, Integration, Database Design, IT Strategy, Databases, Software Project..., Data Warehousing, Oracle, Requirements Analysis, SOA, Data Modeling, Business Intelligence, Visio, ETL, Solution Architecture, Software Development, PL/SQL, XML, SharePoint, ITIL
Education
Eastern Michigan University 1996 — 1998
MS
Bangalore University 1991 — 1995
BE
SVU Campus School
Jennifer Buck's Morningstar Experience November 2010 - Present
Job Consultant, Institutional Software at Morningstar
Industry Investment Management
Experience
Morningstar November 2010 - Present
Thomson Reuters January 2009 - August 2011
Goldman Sachs August 2006 - June 2008
Self Employed 2002 - 2006
Smith Barney 1999 - 2002
Education
The University of Chicago Booth School of Business 2003 — 2007
MBA, finance
Boston College 1994 — 1998
Economics
Deerfield Academy 1991 — 1994
Lake Forest Country Day School 1981 — 1991
Morningstar November 2010 - Present
Thomson Reuters January 2009 - August 2011
Goldman Sachs August 2006 - June 2008
Self Employed 2002 - 2006
Smith Barney 1999 - 2002
Education
The University of Chicago Booth School of Business 2003 — 2007
MBA, finance
Boston College 1994 — 1998
Economics
Deerfield Academy 1991 — 1994
Lake Forest Country Day School 1981 — 1991
Monir Ahmad's Morningstar Experience May 2010 - Present
Job Network Support at Morningstar
Industry Computer Networking
Experience
Morningstar May 2010 - Present
Oberon-Media September 2006 - February 2010
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
BBA, Computer Information Systems
Stony Brook University 1994 — 1996
CIS
Morningstar May 2010 - Present
Oberon-Media September 2006 - February 2010
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
BBA, Computer Information Systems
Stony Brook University 1994 — 1996
CIS
Andrew Egan's Morningstar Experience August 2014 - Present
Job Assistant Vice President at Morningstar
Industry Real Estate
Experience
Morningstar August 2014 - Present
Hanover Street Capital May 2011 - August 2014
Professional Realty Advisors February 2008 - April 2011
GMH Capital Partners September 2004 - February 2008
Grubb & Ellis October 2000 - September 2004
Skills
Real Estate Economics, Commercial Real Estate, Underwriting, Commercial Mortgages, Capital, Investment Properties, Property Management, Corporate Real Estate, Portfolio Management, Financial Modeling, Loans, Mortgage Lending, Location Intelligence
Education
Babson College 1996 — 2000
Bachelor of Science in Business Administration, Entrepreneurial Studies
Devon Preparatory School
Morningstar August 2014 - Present
Hanover Street Capital May 2011 - August 2014
Professional Realty Advisors February 2008 - April 2011
GMH Capital Partners September 2004 - February 2008
Grubb & Ellis October 2000 - September 2004
Skills
Real Estate Economics, Commercial Real Estate, Underwriting, Commercial Mortgages, Capital, Investment Properties, Property Management, Corporate Real Estate, Portfolio Management, Financial Modeling, Loans, Mortgage Lending, Location Intelligence
Education
Babson College 1996 — 2000
Bachelor of Science in Business Administration, Entrepreneurial Studies
Devon Preparatory School
Scott Halver's Morningstar Experience March 2015 - Present
Job Senior Video Producer at Morningstar
Industry Media Production
Experience
Morningstar March 2015 - Present
Morningstar November 2009 - March 2015
Freelance February 2004 - November 2009
Skills
Online Video, Final Cut Pro, Television Production, Editing, Production, Adobe After Effects, Adobe Premiere Pro, Avid Media Composer, Telestream Episode
Education
Belmont University 2002 — 2005
Bachelors, Business Administration and Spanish
Morningstar March 2015 - Present
Morningstar November 2009 - March 2015
Freelance February 2004 - November 2009
Skills
Online Video, Final Cut Pro, Television Production, Editing, Production, Adobe After Effects, Adobe Premiere Pro, Avid Media Composer, Telestream Episode
Education
Belmont University 2002 — 2005
Bachelors, Business Administration and Spanish
Varun Khanna's Morningstar Experience December 2013 - Present
Job Project Manager, CRM (Salesforce.com) & Corp IT Systems at Morningstar
Industry Information Technology and Services
Experience
Morningstar December 2013 - Present
CSC June 2013 - December 2013
Expedia July 2012 - June 2013
comScore, Inc. May 2011 - June 2012
Parature September 2009 - May 2011
Skills
Salesforce.com..., Sales Operations, Product Marketing, Marketing Management, Project Management, Product Management, Strategic Planning, Business Analysis, Customer Success, Client Services, Data Mapping/Migrations, Salesforce.com, SDLC, Integration, Agile Methodologies, Requirements Analysis, Scrum, Cross-functional Team..., SaaS, Agile Project Management, Team Leadership, Business Intelligence, Enterprise Software, Analytics, Cloud Computing, Software Project..., E-commerce, Vendor Management, Mobile Devices, Software Development, Enterprise Architecture, Professional Services, IT Strategy, Release Management, Change Management, CRM, Marketing Automation, Requirements Gathering, Solution Architecture
Education
Southern Methodist University 2006 — 2008
M.S, Telecommunications
Salesforce Professional Training-DC Chapter 2011 — 2011
ADM 201, Salesforce Administration and Implementation Consulting
National Instruments, Professional Training 2007 — 2007
LabView Training!, LabView
Gurukula Kangri University 2002 — 2006
B. Tech, Electrical Engineering
Morningstar December 2013 - Present
CSC June 2013 - December 2013
Expedia July 2012 - June 2013
comScore, Inc. May 2011 - June 2012
Parature September 2009 - May 2011
Skills
Salesforce.com..., Sales Operations, Product Marketing, Marketing Management, Project Management, Product Management, Strategic Planning, Business Analysis, Customer Success, Client Services, Data Mapping/Migrations, Salesforce.com, SDLC, Integration, Agile Methodologies, Requirements Analysis, Scrum, Cross-functional Team..., SaaS, Agile Project Management, Team Leadership, Business Intelligence, Enterprise Software, Analytics, Cloud Computing, Software Project..., E-commerce, Vendor Management, Mobile Devices, Software Development, Enterprise Architecture, Professional Services, IT Strategy, Release Management, Change Management, CRM, Marketing Automation, Requirements Gathering, Solution Architecture
Education
Southern Methodist University 2006 — 2008
M.S, Telecommunications
Salesforce Professional Training-DC Chapter 2011 — 2011
ADM 201, Salesforce Administration and Implementation Consulting
National Instruments, Professional Training 2007 — 2007
LabView Training!, LabView
Gurukula Kangri University 2002 — 2006
B. Tech, Electrical Engineering
Mindy Xu's Morningstar Experience December 2003 - May 2011
Job Senior Software Engineer
Industry Financial Services
Experience
Morningstar December 2003 - May 2011
Business Logic Corporation June 2003 - November 2003
Skills
C#, JavaScript, Java, HTML, XML, T-SQL
Education
DePaul University 2001 — 2003
Master of Science, Computer Science
Medical College of Wisconsin 2000 — 2001
Ph. D. Candidate, Biomedical Science
Beijing Normal University 1995 — 1999
Bachelor of Science, Biological Science
Morningstar December 2003 - May 2011
Business Logic Corporation June 2003 - November 2003
Skills
C#, JavaScript, Java, HTML, XML, T-SQL
Education
DePaul University 2001 — 2003
Master of Science, Computer Science
Medical College of Wisconsin 2000 — 2001
Ph. D. Candidate, Biomedical Science
Beijing Normal University 1995 — 1999
Bachelor of Science, Biological Science
Elena Shevchenko, CFA's Morningstar Experience 2004 - Present
Job Research Analyst at Morningstar
Industry Financial Services
Experience
Morningstar 2004 - Present
C.P.M.S. Computerized Portfolio Management Services Inc. June 2004 - April 2009
Financial Models Company May 2000 - June 2004
Skills
Data Analysis, Financial Analysis
Education
CFA Institute
CFA Charterholder
York University
Bachelor of Arts (B.A.), Economics
Kurgan State University
Accounting and Finance
Morningstar 2004 - Present
C.P.M.S. Computerized Portfolio Management Services Inc. June 2004 - April 2009
Financial Models Company May 2000 - June 2004
Skills
Data Analysis, Financial Analysis
Education
CFA Institute
CFA Charterholder
York University
Bachelor of Arts (B.A.), Economics
Kurgan State University
Accounting and Finance
Shawn Malayter's Morningstar Experience October 2008 - November 2013
Job Vice President of Communications, Senior Associate at Greenhouse Partners
Industry Public Relations and Communications
Experience
Greenhouse Partners April 2015 - Present
Guaranteed Rate November 2013 - April 2015
Morningstar October 2008 - November 2013
DePaul University March 2001 - October 2008
Corporate Technology Communications 2000 - 2001
Edelman February 1998 - March 2000
SmithBucklin 1996 - 1998
The Times 1995 - 1996
Skills
Media Relations, Strategic Communications, Crisis Communications, Social Media, Public Relations, Editing, Press Releases, Blogging, Reputation Management, Morningstar Direct, Corporate Communications, Strategy, Marketing Communications, Digital Media, News Writing, Web Content
Education
DePaul University 2002 — 2005
M.A., Writing
Ball State University 1991 — 1995
B.S., Journalism
Greenhouse Partners April 2015 - Present
Guaranteed Rate November 2013 - April 2015
Morningstar October 2008 - November 2013
DePaul University March 2001 - October 2008
Corporate Technology Communications 2000 - 2001
Edelman February 1998 - March 2000
SmithBucklin 1996 - 1998
The Times 1995 - 1996
Skills
Media Relations, Strategic Communications, Crisis Communications, Social Media, Public Relations, Editing, Press Releases, Blogging, Reputation Management, Morningstar Direct, Corporate Communications, Strategy, Marketing Communications, Digital Media, News Writing, Web Content
Education
DePaul University 2002 — 2005
M.A., Writing
Ball State University 1991 — 1995
B.S., Journalism
Kaushik Pattamadai's Morningstar Experience July 2011 - Present
Job Technology Consultant
Industry Information Technology and Services
Experience
Morningstar July 2011 - Present
Deloitte September 2008 - July 2011
Suncor Energy 2010 - 2010
State Street May 2007 - January 2008
Kanbay September 2004 - July 2006
Kanbay Software (I) Pvt Ltd 2004 - 2006
Disha Technologies April 2004 - August 2004
Ekartha 2004 - 2004
ITb India Pvt Ltd 2003 - 2004
Skills
Business Intelligence, Visio, Business Analysis, Quality Assurance, Quality Center, Testing, Requirements Gathering, Test Automation, SQL, SAP, Business Process..., Test Management, HP QTP, SDLC, HP Quality Center, Requirements Analysis, Agile Methodologies, Business Objects, Test Strategy, Management, Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Management
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Opertaions & Technology
University of Pune 1998 — 2002
Engineering
Morningstar July 2011 - Present
Deloitte September 2008 - July 2011
Suncor Energy 2010 - 2010
State Street May 2007 - January 2008
Kanbay September 2004 - July 2006
Kanbay Software (I) Pvt Ltd 2004 - 2006
Disha Technologies April 2004 - August 2004
Ekartha 2004 - 2004
ITb India Pvt Ltd 2003 - 2004
Skills
Business Intelligence, Visio, Business Analysis, Quality Assurance, Quality Center, Testing, Requirements Gathering, Test Automation, SQL, SAP, Business Process..., Test Management, HP QTP, SDLC, HP Quality Center, Requirements Analysis, Agile Methodologies, Business Objects, Test Strategy, Management, Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Management
Bentley University 2006 — 2008
Master of Business Administration (M.B.A.), Opertaions & Technology
University of Pune 1998 — 2002
Engineering
John Blood, CFA, CFP's Morningstar Experience 1999 - 2000
Job President/Owner at Disciplined Wealth Strategies, Inc
Industry Investment Management
Experience
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Yvette Diggs's Morningstar Experience March 2009 - Present
Job Property Manager
Industry Commercial Real Estate
Experience
Morningstar March 2009 - Present
Vinyl Pimp.com October 2003 - September 2006
Cingular Wireless June 2004 - June 2006
American General 1999 - 2003
Education
Art Institute of Pittsburgh 2008 — 2012
BS, Web Design and Interactive Media
Art Institute of Houston 1988 — 1990
Morningstar March 2009 - Present
Vinyl Pimp.com October 2003 - September 2006
Cingular Wireless June 2004 - June 2006
American General 1999 - 2003
Education
Art Institute of Pittsburgh 2008 — 2012
BS, Web Design and Interactive Media
Art Institute of Houston 1988 — 1990
Alex Zhao, CFA's Morningstar Experience January 2015 - Present
Job Team Leader at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Chicago Booth Student Managed Investment Fund October 2013 - May 2015
Ibbotson Associates April 2013 - December 2014
Morningstar July 2010 - March 2013
Scientific Games May 2009 - August 2009
Capital Group May 2008 - August 2008
Skills
Portfolio Management, Mutual Funds, Financial Modeling, Statistics, Equities, Asset Management, Fundamental Analysis, Asset Allocation, Equity Research, Manager Research, Valuation, Investments, Financial Analysis, Research, Bloomberg, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Kenyon College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Mathematics
American University 2008 — 2008
Washington Semester Program, Economic Policy
Morningstar January 2015 - Present
Chicago Booth Student Managed Investment Fund October 2013 - May 2015
Ibbotson Associates April 2013 - December 2014
Morningstar July 2010 - March 2013
Scientific Games May 2009 - August 2009
Capital Group May 2008 - August 2008
Skills
Portfolio Management, Mutual Funds, Financial Modeling, Statistics, Equities, Asset Management, Fundamental Analysis, Asset Allocation, Equity Research, Manager Research, Valuation, Investments, Financial Analysis, Research, Bloomberg, Finance
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Kenyon College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Mathematics
American University 2008 — 2008
Washington Semester Program, Economic Policy
Rohit Murjani's Morningstar Experience December 2003 - January 2004
Job Sr Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners December 2012 - Present
Standard and Poors September 2011 - November 2012
Attain Capital Management March 2010 - June 2011
Penson GHCO July 2009 - January 2010
Calamos 2006 - 2007
Morningstar December 2003 - January 2004
Skills
SQL, C++, C#, Trading, Economics
Education
Aston University 2007 — 2008
MSc, Finance and Investmetns
Northern Illinois University 2003 — 2007
BSc, Finance, Computer Science
Performance Trust Capital Partners December 2012 - Present
Standard and Poors September 2011 - November 2012
Attain Capital Management March 2010 - June 2011
Penson GHCO July 2009 - January 2010
Calamos 2006 - 2007
Morningstar December 2003 - January 2004
Skills
SQL, C++, C#, Trading, Economics
Education
Aston University 2007 — 2008
MSc, Finance and Investmetns
Northern Illinois University 2003 — 2007
BSc, Finance, Computer Science
Jill Eccher's Morningstar Experience June 1997 - September 1998
Job Independent Publishing Professional
Industry Publishing
Experience
Freelance May 2005 - Present
Elsevier Health Sciences September 2008 - November 2011
VanBrien & Associates May 2005 - November 2011
McGraw-Hill Higher Education October 2004 - May 2005
McGraw-Hill Higher Education January 2001 - October 2004
Heartland Blood Centers March 1999 - January 2001
American Burn Association September 1998 - March 1999
Morningstar June 1997 - September 1998
Quad-City Times 1996 - 1997
Skills
Editing, Publishing, Proofreading, Copy Editing, Books, Account Management, Project Management, Academic Publishing, Freelance Writing, Textbooks, Online Publishing
Education
Augustana College 1993 — 1997
B.A., English with a writing emphasis
Rock Island High School 1990 — 1993
Freelance May 2005 - Present
Elsevier Health Sciences September 2008 - November 2011
VanBrien & Associates May 2005 - November 2011
McGraw-Hill Higher Education October 2004 - May 2005
McGraw-Hill Higher Education January 2001 - October 2004
Heartland Blood Centers March 1999 - January 2001
American Burn Association September 1998 - March 1999
Morningstar June 1997 - September 1998
Quad-City Times 1996 - 1997
Skills
Editing, Publishing, Proofreading, Copy Editing, Books, Account Management, Project Management, Academic Publishing, Freelance Writing, Textbooks, Online Publishing
Education
Augustana College 1993 — 1997
B.A., English with a writing emphasis
Rock Island High School 1990 — 1993
Priyadarshini Shivram's Morningstar Experience September 2015 - Present
Job Engineer at Morningstar
Industry Computer Software
Experience
Morningstar September 2015 - Present
Saggezza October 2013 - September 2015
Saggezza January 2012 - October 2013
GE Healthcare June 2011 - December 2011
Bizsoft Solutions May 2008 - June 2010
Skills
Core Java, JAXB, JDBC, JSP, JSON, JavaScript, JAX-RS, Jerseys, JUnit, Eclipse, IntelliJ IDEA, Jetty, Apache, Git, Github, ClearCase, Quality Center, ClearQuest, Mingle, Fiddler, Mockito, Spring, API, APIs, Java, Servlets, Web Services, Spring Framework, Agile Methodologies, Software Development, Java Enterprise Edition, SQL, XML
Education
Anna University 2003 — 2007
B.Tech, Information Technology
Sri Sairam Engineering College
Bachelor of Technology (B.Tech.), Information Technology
Morningstar September 2015 - Present
Saggezza October 2013 - September 2015
Saggezza January 2012 - October 2013
GE Healthcare June 2011 - December 2011
Bizsoft Solutions May 2008 - June 2010
Skills
Core Java, JAXB, JDBC, JSP, JSON, JavaScript, JAX-RS, Jerseys, JUnit, Eclipse, IntelliJ IDEA, Jetty, Apache, Git, Github, ClearCase, Quality Center, ClearQuest, Mingle, Fiddler, Mockito, Spring, API, APIs, Java, Servlets, Web Services, Spring Framework, Agile Methodologies, Software Development, Java Enterprise Edition, SQL, XML
Education
Anna University 2003 — 2007
B.Tech, Information Technology
Sri Sairam Engineering College
Bachelor of Technology (B.Tech.), Information Technology
Srinivas Vadlamani's Morningstar Experience February 2011 - December 2012
Job Senior Director of Operations at EPAY Systems
Industry Information Technology and Services
Experience
EPAY Systems December 2014 - Present
Redbox Instant by Verizon December 2012 - December 2014
Morningstar February 2011 - December 2012
Opower October 2010 - January 2011
Northwestern University January 2007 - September 2010
SunGard July 2001 - December 2006
Skills
Product Management, Agile, PMP, Scrum, Process Improvement, Project Portfolio..., Agile Methodologies, SDLC, Software Project..., Management, Agile Project Management, Business Analysis, Requirements Analysis, Cross-functional Team..., IT Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Strategy, Finance
DePaul University 2008 — 2008
MS, Business Information Technology
Birla Institute of Technology and Science, Pilani 1996 — 2001
EPAY Systems December 2014 - Present
Redbox Instant by Verizon December 2012 - December 2014
Morningstar February 2011 - December 2012
Opower October 2010 - January 2011
Northwestern University January 2007 - September 2010
SunGard July 2001 - December 2006
Skills
Product Management, Agile, PMP, Scrum, Process Improvement, Project Portfolio..., Agile Methodologies, SDLC, Software Project..., Management, Agile Project Management, Business Analysis, Requirements Analysis, Cross-functional Team..., IT Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Strategy, Finance
DePaul University 2008 — 2008
MS, Business Information Technology
Birla Institute of Technology and Science, Pilani 1996 — 2001
Lizzy Liu's Morningstar Experience April 2008 - Present
Job Senior Project Manager | Information Technology and Services | Lean Six Sigma | International Experience | BiLingual
Industry Financial Services
Experience
Morningstar April 2008 - Present
Morningstar February 2007 - April 2008
Morningstar June 2006 - February 2007
Skills
Project Management, Data Analysis, Mutual Funds, Risk Management, Process Improvement, Business Analysis, Software Project..., Cross-functional Team..., Agile Project Management, Data Management, Relationship Management, Product Development, Product Management, Agile & Waterfall..., Cross-cultural Teams, Client Relationships..., User Experience, Product Design, Lean Six Sigma, Bilingual Communications, Management, Morningstar Direct, Investments, Financial Analysis, Portfolio Management
Education
University of Wales, Bangor 2004 — 2006
Master's Degree, Banking and Finance
Jiangxi University of Finance and Economics 2000 — 2004
Bachelor's Degree, Finance
Morningstar April 2008 - Present
Morningstar February 2007 - April 2008
Morningstar June 2006 - February 2007
Skills
Project Management, Data Analysis, Mutual Funds, Risk Management, Process Improvement, Business Analysis, Software Project..., Cross-functional Team..., Agile Project Management, Data Management, Relationship Management, Product Development, Product Management, Agile & Waterfall..., Cross-cultural Teams, Client Relationships..., User Experience, Product Design, Lean Six Sigma, Bilingual Communications, Management, Morningstar Direct, Investments, Financial Analysis, Portfolio Management
Education
University of Wales, Bangor 2004 — 2006
Master's Degree, Banking and Finance
Jiangxi University of Finance and Economics 2000 — 2004
Bachelor's Degree, Finance
Jeevan Kodali's Morningstar Experience 2010 - Present
Job Technology Manager at Morningstar
Industry Financial Services
Experience
Morningstar 2010 - Present
Morningstar 2006 - 2010
Morningstar 2004 - 2006
Education
University of Chicago 2007 — 2011
Master of Business Administration (MBA), Strategy, Entrepreneurship, and Economics
University of Iowa 2001 — 2003
Master of Computer Science, Computer Science
Birla Institute of Technology & Science, Pilani 1996 — 2001
Master of Science (M.S.), Mathematics
Birla Institute of Technology and Science 1996 — 2001
Bachelor of Engineering (B.E.), Computer Science
gauthami junior college
Morningstar 2010 - Present
Morningstar 2006 - 2010
Morningstar 2004 - 2006
Education
University of Chicago 2007 — 2011
Master of Business Administration (MBA), Strategy, Entrepreneurship, and Economics
University of Iowa 2001 — 2003
Master of Computer Science, Computer Science
Birla Institute of Technology & Science, Pilani 1996 — 2001
Master of Science (M.S.), Mathematics
Birla Institute of Technology and Science 1996 — 2001
Bachelor of Engineering (B.E.), Computer Science
gauthami junior college
Gareth Harcombe's Morningstar Experience March 2014 - Present
Job Network System Administrator at Morningstar
Industry Information Technology and Services
Experience
Morningstar March 2014 - Present
Morningstar January 2011 - March 2014
Morningstar February 2010 - January 2011
Morningstar October 2009 - February 2010
Arqiva March 2009 - September 2009
Interactive IT December 2006 - February 2009
Moo Moo youth Marketing June 2005 - June 2006
Skills
Hardware, Networking, Active Directory, Windows Server, Management
Education
Birmingham City University 2001 — 2005
BSc, Computer Science
Morningstar March 2014 - Present
Morningstar January 2011 - March 2014
Morningstar February 2010 - January 2011
Morningstar October 2009 - February 2010
Arqiva March 2009 - September 2009
Interactive IT December 2006 - February 2009
Moo Moo youth Marketing June 2005 - June 2006
Skills
Hardware, Networking, Active Directory, Windows Server, Management
Education
Birmingham City University 2001 — 2005
BSc, Computer Science
Avery Armour's Morningstar Experience October 2011 - June 2012
Job MBA Candidate at Fuqua School of Business
Industry Financial Services
Experience
eBay Inc August 2014 - Present
Fuqua School of Business July 2012 - May 2014
eBay Inc June 2013 - August 2013
Little Green Software January 2013 - May 2013
Morningstar October 2011 - June 2012
Morningstar December 2009 - October 2011
Morningstar June 2009 - December 2009
O'Connor Casting Company January 2009 - June 2009
Rush University Medical Center June 2005 - August 2007
Skills
Data Analysis, Project Management, Microsoft SQL Server, Microsoft Excel, Research, Analysis, Communication Skills, Economics, Sales, Marketing, Business Strategy, Databases, Training, Business Development, Project Planning, Business Analysis, Process Improvement, Program Management
Education
Fuqua School of Business, Duke University 2012 — 2014
Master of Business Administration (M.B.A.)
Amherst College 2004 — 2008
BA, Psychology
eBay Inc August 2014 - Present
Fuqua School of Business July 2012 - May 2014
eBay Inc June 2013 - August 2013
Little Green Software January 2013 - May 2013
Morningstar October 2011 - June 2012
Morningstar December 2009 - October 2011
Morningstar June 2009 - December 2009
O'Connor Casting Company January 2009 - June 2009
Rush University Medical Center June 2005 - August 2007
Skills
Data Analysis, Project Management, Microsoft SQL Server, Microsoft Excel, Research, Analysis, Communication Skills, Economics, Sales, Marketing, Business Strategy, Databases, Training, Business Development, Project Planning, Business Analysis, Process Improvement, Program Management
Education
Fuqua School of Business, Duke University 2012 — 2014
Master of Business Administration (M.B.A.)
Amherst College 2004 — 2008
BA, Psychology
Helena Gittelman's Morningstar Experience May 2009 - June 2010
Job Attorney at Law
Industry Law Practice
Experience
Webster & Powell PC October 2014 - February 2015
Troglia Kaplan Holzman, LLC April 2014 - October 2014
Troglia Kaplan, LLC May 2013 - April 2014
Dubin Singer PC June 2012 - August 2012
ACCION International June 2011 - July 2011
Ativo Capital Management LLC August 2010 - May 2011
Morningstar May 2009 - June 2010
European Parliament January 2009 - May 2009
Morningstar June 2008 - December 2008
Skills
Real Estate Law, Economics, Policy Analysis, Public Policy, Research, German-English, Legal Research, Financial Modeling, Legal Writing, Corporate Finance, Politics, Quantitative Analytics, International..., International Relations, Public Speaking, Investments, Stata, Mergers & Acquisitions, Emerging Markets, Political Science, Equity Valuation, Mergers, Contract Law, Corporate Law
Education
DePaul University College of Law 2010 — 2013
Juris Doctor
Wirtschaftsuniversität Wien 2012 — 2012
Law, Tax Treaty Law, Company Law, International Trade Law
Beijing Foreign Studies University 2011 — 2011
International Business, Trade, and Tax Law
DePaul University 2006 — 2010
B.A., Political Science, German, Philosophy
Katholieke Universiteit Leuven 2009 — 2009
EU Economics, EU politics, EU History
Webster & Powell PC October 2014 - February 2015
Troglia Kaplan Holzman, LLC April 2014 - October 2014
Troglia Kaplan, LLC May 2013 - April 2014
Dubin Singer PC June 2012 - August 2012
ACCION International June 2011 - July 2011
Ativo Capital Management LLC August 2010 - May 2011
Morningstar May 2009 - June 2010
European Parliament January 2009 - May 2009
Morningstar June 2008 - December 2008
Skills
Real Estate Law, Economics, Policy Analysis, Public Policy, Research, German-English, Legal Research, Financial Modeling, Legal Writing, Corporate Finance, Politics, Quantitative Analytics, International..., International Relations, Public Speaking, Investments, Stata, Mergers & Acquisitions, Emerging Markets, Political Science, Equity Valuation, Mergers, Contract Law, Corporate Law
Education
DePaul University College of Law 2010 — 2013
Juris Doctor
Wirtschaftsuniversität Wien 2012 — 2012
Law, Tax Treaty Law, Company Law, International Trade Law
Beijing Foreign Studies University 2011 — 2011
International Business, Trade, and Tax Law
DePaul University 2006 — 2010
B.A., Political Science, German, Philosophy
Katholieke Universiteit Leuven 2009 — 2009
EU Economics, EU politics, EU History
Alison Segal's Morningstar Experience 2009 - 2009
Job Director of College Access, Evanston Scholars
Industry Higher Education
Experience
Evanston Scholars May 2015 - Present
Northwestern University August 2014 - June 2015
Schuler Scholar Program April 2013 - March 2014
London School of Economics September 2009 - July 2012
Educational Consultancy UK August 2008 - July 2012
Morningstar 2009 - 2009
Francis W. Parker School August 2006 - June 2008
University of Chicago June 2003 - July 2005
University of Chicago August 2002 - June 2003
Dove Consulting 1997 - 1998
Skills
Higher Education, Admissions, Public Speaking, Coaching, Student Financial Aid, Research, Strategy, Hiring, Strategic Partnerships, college counseling, Staff Management, Career Counseling, Nonprofits, Program Development, Student Counseling, Community Outreach
Education
Northwestern University 2005 — 2008
MSED, Higher Education Administration & Policy
Amherst College 1993 — 1997
BA Magna cum Laude, Psychology and Spanish
Evanston Scholars May 2015 - Present
Northwestern University August 2014 - June 2015
Schuler Scholar Program April 2013 - March 2014
London School of Economics September 2009 - July 2012
Educational Consultancy UK August 2008 - July 2012
Morningstar 2009 - 2009
Francis W. Parker School August 2006 - June 2008
University of Chicago June 2003 - July 2005
University of Chicago August 2002 - June 2003
Dove Consulting 1997 - 1998
Skills
Higher Education, Admissions, Public Speaking, Coaching, Student Financial Aid, Research, Strategy, Hiring, Strategic Partnerships, college counseling, Staff Management, Career Counseling, Nonprofits, Program Development, Student Counseling, Community Outreach
Education
Northwestern University 2005 — 2008
MSED, Higher Education Administration & Policy
Amherst College 1993 — 1997
BA Magna cum Laude, Psychology and Spanish
Joyce (Xiran) Chen's Morningstar Experience July 2012 - July 2013
Job Investment Analyst, Retirement Solutions at Morningstar Investment Management
Industry Investment Banking
Experience
Morningstar Investment Management, Morningstar Associates, LLC August 2013 - Present
Chinese Finance Association of America May 2012 - Present
Kellstadt Finance Community May 2011 - September 2013
Morningstar July 2012 - July 2013
DePaul University Department of Finance March 2012 - June 2012
Barrington Research Associates, Inc. January 2011 - March 2012
MEB Options at Chicago Board Options Exchange August 2010 - June 2011
US-China Chamber of Commerce March 2010 - May 2010
Junior Achievement of Chicago February 2010 - May 2010
Illinois Senate Legislative Office (Senator Dan Kotowski, 33rd District) December 2009 - March 2010
Skills
Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Research, Options, Capital Markets, Equity Research, Investments, Bloomberg, Finance, Bloomberg Terminal, Economics, Mandarin, Data Analysis, Analysis, Hedge Funds, Portfolio Management, Corporate Finance, Excel, Microsoft Excel, Mutual Funds, Trading, Mandarin Chinese, Quantitative Analytics, Financial Markets, Alternative Investments, Fixed Income, Cross-functional Team..., Industry Analysis, Private Equity, Competitive Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master
Beijing Normal University 2005 — 2009
BS
Morningstar Investment Management, Morningstar Associates, LLC August 2013 - Present
Chinese Finance Association of America May 2012 - Present
Kellstadt Finance Community May 2011 - September 2013
Morningstar July 2012 - July 2013
DePaul University Department of Finance March 2012 - June 2012
Barrington Research Associates, Inc. January 2011 - March 2012
MEB Options at Chicago Board Options Exchange August 2010 - June 2011
US-China Chamber of Commerce March 2010 - May 2010
Junior Achievement of Chicago February 2010 - May 2010
Illinois Senate Legislative Office (Senator Dan Kotowski, 33rd District) December 2009 - March 2010
Skills
Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Research, Options, Capital Markets, Equity Research, Investments, Bloomberg, Finance, Bloomberg Terminal, Economics, Mandarin, Data Analysis, Analysis, Hedge Funds, Portfolio Management, Corporate Finance, Excel, Microsoft Excel, Mutual Funds, Trading, Mandarin Chinese, Quantitative Analytics, Financial Markets, Alternative Investments, Fixed Income, Cross-functional Team..., Industry Analysis, Private Equity, Competitive Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master
Beijing Normal University 2005 — 2009
BS
Eon Song, CFA's Morningstar Experience 2008 - 2010
Job Assistant Director at IIAC Investment Industry Association of Canada
Industry Financial Services
Experience
IIAC - Investment Industry Association of Canada 2015 - Present
IIAC (Investment Industry Association of Canada) 2010 - 2015
Morningstar 2008 - 2010
Skills
Capital Markets
Education
Amherst College 2004 — 2008
Bachelor's degree, Mathematics and Music
London School of Economics and Political Science 2006 — 2007
General Course, Financial Mahtematics
IIAC - Investment Industry Association of Canada 2015 - Present
IIAC (Investment Industry Association of Canada) 2010 - 2015
Morningstar 2008 - 2010
Skills
Capital Markets
Education
Amherst College 2004 — 2008
Bachelor's degree, Mathematics and Music
London School of Economics and Political Science 2006 — 2007
General Course, Financial Mahtematics
Hai He's Morningstar Experience August 2006 - March 2014
Job Software Developer
Industry Financial Services
Experience
Quantitative Risk Management March 2014 - Present
Morningstar August 2006 - March 2014
Webscalers, LLC October 2005 - August 2006
State University of New York at Binghamton August 2000 - September 2005
Skills
C#, Java, SQL, Ext JS, Microsoft SQL Server, JavaScript, Web Development, ASP.NET, ADO.NET, ASP, Software Design Patterns, Object Oriented Design, C++, Agile Methodologies, OO Software Development, Oracle, Financial Calculations, Software Architectural..., WCF Services, RESTful WebServices, Information Retrieval, Information Extraction, Data Integration, Data Mining
Education
State University of New York at Binghamton 2000 — 2006
Doctor of Philosophy (Ph.D.), Computer Science
Quantitative Risk Management March 2014 - Present
Morningstar August 2006 - March 2014
Webscalers, LLC October 2005 - August 2006
State University of New York at Binghamton August 2000 - September 2005
Skills
C#, Java, SQL, Ext JS, Microsoft SQL Server, JavaScript, Web Development, ASP.NET, ADO.NET, ASP, Software Design Patterns, Object Oriented Design, C++, Agile Methodologies, OO Software Development, Oracle, Financial Calculations, Software Architectural..., WCF Services, RESTful WebServices, Information Retrieval, Information Extraction, Data Integration, Data Mining
Education
State University of New York at Binghamton 2000 — 2006
Doctor of Philosophy (Ph.D.), Computer Science
Deepu v's Morningstar Experience August 2015 - Present
Job Test Analyst
Industry Information Technology and Services
Experience
Morningstar August 2015 - Present
UST Global September 2014 - Present
Equifax Workforce Solutions 2014 - 2015
Infosys March 2008 - September 2014
Sears Holdings Corporation 2013 - 2014
Skills
MongoDB, Java, Manual Testing, Testing, Selenium WebDriver, database testing, SQL, Test Execution, Unix, Test Planning, DB2 9.1, API testing, Regression Testing, Test Management, Agile Testing, Software Quality..., Web Testing, JMeter, Software Documentation, STLC
Education
Annamalai University
Master's Degree, Computer Science, First
Govt.Model Higher Secondary School Trivandrum
Morningstar August 2015 - Present
UST Global September 2014 - Present
Equifax Workforce Solutions 2014 - 2015
Infosys March 2008 - September 2014
Sears Holdings Corporation 2013 - 2014
Skills
MongoDB, Java, Manual Testing, Testing, Selenium WebDriver, database testing, SQL, Test Execution, Unix, Test Planning, DB2 9.1, API testing, Regression Testing, Test Management, Agile Testing, Software Quality..., Web Testing, JMeter, Software Documentation, STLC
Education
Annamalai University
Master's Degree, Computer Science, First
Govt.Model Higher Secondary School Trivandrum
Stacy Wilt's Morningstar Experience December 1992 - Present
Job Developer at Morningstar
Industry Financial Services
Experience
Morningstar December 1992 - Present
Skills
XML, SQL, C#, Business Analysis, Agile Methodologies, Microsoft SQL Server, Market Data
Education
Alderson-Broaddus College 1989 — 1991
Bachelor's degree, Mathematics and Computer Science
Garrett College 1987 — 1989
Associate of Arts (A.A.), General Studies
Morningstar December 1992 - Present
Skills
XML, SQL, C#, Business Analysis, Agile Methodologies, Microsoft SQL Server, Market Data
Education
Alderson-Broaddus College 1989 — 1991
Bachelor's degree, Mathematics and Computer Science
Garrett College 1987 — 1989
Associate of Arts (A.A.), General Studies
Aimee Dunn's Morningstar Experience October 2012 - November 2012
Job Consultant, Retail Asset Management at JBA Development Inc.
Industry Financial Services
Experience
JBA Development Inc. November 2013 - Present
Walker & Dunlop January 2013 - November 2013
Morningstar October 2012 - November 2012
CapitalSource October 2011 - December 2011
CapitalSource May 2006 - October 2011
Freddie Mac October 2005 - May 2006
JE Robert Company October 2000 - October 2005
BNY Mellon January 1999 - October 2000
REM Capital November 1993 - December 1998
PNC October 1992 - November 1993
Skills
Real Estate Private..., Debt & Equity Financing, Originations, New Business Development, Credit Risk Analysis, Investor Relations, Portfolio/Asset..., Acquisitions, Underwriting, Real Estate Due..., Valuation Modeling, Cash Flow Forecasting
Education
Tuck School of Business at Dartmouth 1988 — 1990
MBA, Management
Smith College 1980 — 1984
A.B., Economics
American University - Kogod School of Business
Appraisal Institute Classes
JBA Development Inc. November 2013 - Present
Walker & Dunlop January 2013 - November 2013
Morningstar October 2012 - November 2012
CapitalSource October 2011 - December 2011
CapitalSource May 2006 - October 2011
Freddie Mac October 2005 - May 2006
JE Robert Company October 2000 - October 2005
BNY Mellon January 1999 - October 2000
REM Capital November 1993 - December 1998
PNC October 1992 - November 1993
Skills
Real Estate Private..., Debt & Equity Financing, Originations, New Business Development, Credit Risk Analysis, Investor Relations, Portfolio/Asset..., Acquisitions, Underwriting, Real Estate Due..., Valuation Modeling, Cash Flow Forecasting
Education
Tuck School of Business at Dartmouth 1988 — 1990
MBA, Management
Smith College 1980 — 1984
A.B., Economics
American University - Kogod School of Business
Appraisal Institute Classes
Dom H's Morningstar Experience 2001 - 2002
Job at Kenectit
Industry Internet
Experience
Pacific Cowboys 2009 - Present
IPS INC 2008 - Present
IDM Group 2006 - 2010
Dymers Sports Recruiting 2006 - 2009
DWH Productions Asia 2003 - 2005
Morningstar 2001 - 2002
Pacific Strategic Investments 1999 - 2001
Education
Australian Catholic University 2001 — 2004
Business
Pacific Cowboys 2009 - Present
IPS INC 2008 - Present
IDM Group 2006 - 2010
Dymers Sports Recruiting 2006 - 2009
DWH Productions Asia 2003 - 2005
Morningstar 2001 - 2002
Pacific Strategic Investments 1999 - 2001
Education
Australian Catholic University 2001 — 2004
Business
Sayali Badhe's Morningstar Experience 2012 - 2013
Job Financial Analyst at MD Anderson Cancer Center
Industry Financial Services
Experience
MD Anderson Cancer Center April 2015 - Present
University of Houston September 2014 - April 2015
Morningstar 2012 - 2013
InSync Analytics LLC August 2011 - August 2012
ICICI Securities April 2011 - August 2011
Huntsman April 2010 - July 2010
Phiroze Sethana Limited 2007 - 2009
Skills
Team Management, Market Research, Financial Analysis, Microsoft Office, Finance, Financial Modeling, Analysis, CRM, Portfolio Management, Business Development, Banking, Derivatives, Equity Research, Strategy, Business Analysis, Investment Banking
Education
University of Houston 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
I.E.S Mangement College and Research Centre 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Institute Of Chemical Technology 2003 — 2007
Bachelor's Degree, Chemical Engineering (Paint Technology)
MD Anderson Cancer Center April 2015 - Present
University of Houston September 2014 - April 2015
Morningstar 2012 - 2013
InSync Analytics LLC August 2011 - August 2012
ICICI Securities April 2011 - August 2011
Huntsman April 2010 - July 2010
Phiroze Sethana Limited 2007 - 2009
Skills
Team Management, Market Research, Financial Analysis, Microsoft Office, Finance, Financial Modeling, Analysis, CRM, Portfolio Management, Business Development, Banking, Derivatives, Equity Research, Strategy, Business Analysis, Investment Banking
Education
University of Houston 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
I.E.S Mangement College and Research Centre 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
Institute Of Chemical Technology 2003 — 2007
Bachelor's Degree, Chemical Engineering (Paint Technology)
Lixin Shi's Morningstar Experience October 2013 - Present
Job Software QA and Automation Tools Development
Industry Information Technology and Services
Experience
Morningstar October 2013 - Present
Worldpay January 2013 - October 2013
Qualcomm June 2012 - October 2012
Broadcom October 2010 - November 2011
Skills
Software Development, Software Quality..., Test Automation, NLP&IR, ASP.NET, Java/JavaEE, C/C++, WPF/C#
Education
Inner Mongolia University 1995 — 1998
Master, Computer Science
University of Montreal
Applied Research in Computational Linguistics
Morningstar October 2013 - Present
Worldpay January 2013 - October 2013
Qualcomm June 2012 - October 2012
Broadcom October 2010 - November 2011
Skills
Software Development, Software Quality..., Test Automation, NLP&IR, ASP.NET, Java/JavaEE, C/C++, WPF/C#
Education
Inner Mongolia University 1995 — 1998
Master, Computer Science
University of Montreal
Applied Research in Computational Linguistics
Julie Craft's Morningstar Experience September 2015 - Present
Job Tax Manager at Morningstar
Industry Financial Services
Diane Meagher's Morningstar Experience December 1995 - Present
Job Manager
Industry Financial Services
Experience
Morningstar December 1995 - Present
Education
Ball State University
Marketing/Marketing Management, General
Morningstar December 1995 - Present
Education
Ball State University
Marketing/Marketing Management, General
Tommy Co's Morningstar Experience August 2009 - Present
Job Technical Team Lead at Morningstar
Industry Financial Services
Experience
Morningstar August 2009 - Present
Morningstar January 2000 - August 2009
Morningstar April 1997 - January 2000
System Software Associates October 1996 - April 1997
Morningstar September 1995 - October 1996
Morningstar August 1994 - September 1995
Facility Management Systems February 1988 - August 1994
Skills
Market Data, SQL, Web Services, C#, XML, XSLT, .NET, ASP.NET, Java, Open Source Development, JSON, Agile Methodologies, Software Engineering, JavaScript, C++, Databases
Education
Northwestern University 1986 — 1988
Master of Science (MS), Computer Science
Ateneo de Manila University 1982 — 1986
Bachelor of Science (BSc), Mathematics and Computer Science
Morningstar August 2009 - Present
Morningstar January 2000 - August 2009
Morningstar April 1997 - January 2000
System Software Associates October 1996 - April 1997
Morningstar September 1995 - October 1996
Morningstar August 1994 - September 1995
Facility Management Systems February 1988 - August 1994
Skills
Market Data, SQL, Web Services, C#, XML, XSLT, .NET, ASP.NET, Java, Open Source Development, JSON, Agile Methodologies, Software Engineering, JavaScript, C++, Databases
Education
Northwestern University 1986 — 1988
Master of Science (MS), Computer Science
Ateneo de Manila University 1982 — 1986
Bachelor of Science (BSc), Mathematics and Computer Science
Anirban Das's Morningstar Experience February 2013 - July 2014
Job Oracle Application Techno Functional Consultant at MAXIMUS
Industry Information Technology and Services
Experience
MAXIMUS August 2014 - Present
Morningstar February 2013 - July 2014
NBTY September 2012 - January 2013
Old Mutual Investment Group June 2011 - August 2012
United States Steel Corporation 2009 - May 2011
Skills
SDLC, Requirements Analysis, SQL, PL/SQL, Oracle, Software Development, XML, Business Intelligence, Integration, Oracle Applications, Oracle E-Business Suite, RICE components, Oracle R12 Financials, Shell Scripting, Data Conversion
Education
Calcutta University India
Bachelor's, Computer Science
Techno India College Of Technology
Masters, Computer Applications
MAXIMUS August 2014 - Present
Morningstar February 2013 - July 2014
NBTY September 2012 - January 2013
Old Mutual Investment Group June 2011 - August 2012
United States Steel Corporation 2009 - May 2011
Skills
SDLC, Requirements Analysis, SQL, PL/SQL, Oracle, Software Development, XML, Business Intelligence, Integration, Oracle Applications, Oracle E-Business Suite, RICE components, Oracle R12 Financials, Shell Scripting, Data Conversion
Education
Calcutta University India
Bachelor's, Computer Science
Techno India College Of Technology
Masters, Computer Applications
Susan Wasserman's Morningstar Experience July 2015 - Present
Job Analyst, MultiAsset Strategies at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Morningstar October 2013 - July 2015
Morningstar August 2012 - September 2013
Morningstar July 2011 - August 2012
Education
The University of Chicago Booth School of Business
Amherst College
Bachelor of Arts (B.A.), Economics, Spanish
Morningstar July 2015 - Present
Morningstar October 2013 - July 2015
Morningstar August 2012 - September 2013
Morningstar July 2011 - August 2012
Education
The University of Chicago Booth School of Business
Amherst College
Bachelor of Arts (B.A.), Economics, Spanish
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments