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.
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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
Gaurav Patil Gaurav Patil's Morningstar Experience December 2014 - Present
Job Software Engineer at Morningstar
Industry Investment Management
Experience
Morningstar December 2014 - Present
School of Science, Purdue University May 2014 - September 2014
School of Nursing, Indiana University September 2013 - May 2014
School of Science, Purdue University August 2012 - September 2013
ITC Infotech July 2011 - August 2012
Skills
JavaScript, JSP, Java, MySQL, Algorithms, Python, Eclipse, Programming, HTML 5, CSS3, PHP, Data Structures, Linux, C, MVC Architecture, Unix Operating Systems, Object Oriented Design, CSS, Perl, HTML5, Machine Learning, Unix
Education
Purdue University 2012 — 2014
Master's degree, Computer Science, 3.3
Bangalore Institute of Technology 2007 — 2011
Bachelor's degree, Computer Science, 74
Morningstar December 2014 - Present
School of Science, Purdue University May 2014 - September 2014
School of Nursing, Indiana University September 2013 - May 2014
School of Science, Purdue University August 2012 - September 2013
ITC Infotech July 2011 - August 2012
Skills
JavaScript, JSP, Java, MySQL, Algorithms, Python, Eclipse, Programming, HTML 5, CSS3, PHP, Data Structures, Linux, C, MVC Architecture, Unix Operating Systems, Object Oriented Design, CSS, Perl, HTML5, Machine Learning, Unix
Education
Purdue University 2012 — 2014
Master's degree, Computer Science, 3.3
Bangalore Institute of Technology 2007 — 2011
Bachelor's degree, Computer Science, 74
Ruiyun Zhou Ruiyun Zhou's Morningstar Experience August 2011 - July 2013
Job Software Engineer at Symantec
Industry Computer Software
Experience
Symantec June 2015 - Present
Symantec June 2014 - May 2015
TCL Research America February 2014 - May 2014
Morningstar August 2011 - July 2013
CMHIT October 2009 - June 2011
Kingdee International Software Group July 2007 - October 2009
Skills
Java, Agile Methodologies, JavaScript, MySQL, XML, .NET, Python, C#, jQuery, Git, Design Patterns, Morningstar Direct, OOP, Databases, Jenkins, Refactoring, Amazon EC2, SAP HANA, Web Applications, SQL, Web Services
Education
San Jose State University 2013 — 2015
Master of Science (M.S.), Software Engineering, GPA: 3.9 / 4.0
South China University of Technology 2003 — 2007
Bachelor, Computer Science and Technology
Symantec June 2015 - Present
Symantec June 2014 - May 2015
TCL Research America February 2014 - May 2014
Morningstar August 2011 - July 2013
CMHIT October 2009 - June 2011
Kingdee International Software Group July 2007 - October 2009
Skills
Java, Agile Methodologies, JavaScript, MySQL, XML, .NET, Python, C#, jQuery, Git, Design Patterns, Morningstar Direct, OOP, Databases, Jenkins, Refactoring, Amazon EC2, SAP HANA, Web Applications, SQL, Web Services
Education
San Jose State University 2013 — 2015
Master of Science (M.S.), Software Engineering, GPA: 3.9 / 4.0
South China University of Technology 2003 — 2007
Bachelor, Computer Science and Technology
Ericia Williams-Bell Ericia Williams-Bell's Morningstar Experience September 2003 - March 2004
Job Client Account Analyst at HINSHAW & CULBERTSON LLP
Industry Law Practice
Experience
Hinshaw & Culbertson LLP March 2008 - Present
Deutsche Bank October 2006 - April 2007
CHAC Voucher Program February 2005 - March 2006
Morningstar September 2003 - March 2004
Remit Stream Solutions March 2001 - June 2002
Midas International October 1987 - June 1999
Skills
Invoicing, Accounts Receivable, Accounts Payable, Payroll, Outlook, General Ledger, Tax, Aderant, Lotus Notes, Financial Analysis, Microsoft Excel, Document Review, Data Entry, Microsoft Word, Bank Reconciliation, Journal Entries, AS400, CMS, Auditing, Analysis, Account Reconciliation, Microsoft Office, Customer Service
Education
Robert Morris University - Illinois 2001 — 2003
BBA, Business Administration/Accounting
Hinshaw & Culbertson LLP March 2008 - Present
Deutsche Bank October 2006 - April 2007
CHAC Voucher Program February 2005 - March 2006
Morningstar September 2003 - March 2004
Remit Stream Solutions March 2001 - June 2002
Midas International October 1987 - June 1999
Skills
Invoicing, Accounts Receivable, Accounts Payable, Payroll, Outlook, General Ledger, Tax, Aderant, Lotus Notes, Financial Analysis, Microsoft Excel, Document Review, Data Entry, Microsoft Word, Bank Reconciliation, Journal Entries, AS400, CMS, Auditing, Analysis, Account Reconciliation, Microsoft Office, Customer Service
Education
Robert Morris University - Illinois 2001 — 2003
BBA, Business Administration/Accounting
Katy Stine Katy Stine's Morningstar Experience February 2008 - September 2008
Job Senior Program Manager at Amazon, North America Supply Chain
Industry Internet
Experience
Amazon April 2015 - Present
MarketMaker4 - An Xchanging Company April 2014 - March 2015
MarketMaker4 - An Xchanging Company March 2013 - March 2014
MarketMaker4 - An Xchanging Company August 2012 - March 2013
TradingPartners June 2011 - August 2012
Caterpillar Inc. September 2008 - June 2011
Morningstar February 2008 - September 2008
Caterpillar Inc. June 2006 - January 2008
Skills
Six Sigma, Global Sourcing, Project Delivery, Business in China, eSourcing, Data Analysis, Organizational..., Cross-functional Team..., Data Presentation, Strategic Sourcing, Supply Chain, Supervisory Experience, Performance Reviews, Supplier Management, Eviews, Crystal Ball, Supply Management, Supply Chain Management, Negotiation, Procurement, Manufacturing, Analytics, Leadership, Process Improvement, Consulting, Strategy, Management
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Econometrics & Statistics, Economics
Purdue University - Krannert School of Management 2002 — 2006
BS, Industrial Management
Amazon April 2015 - Present
MarketMaker4 - An Xchanging Company April 2014 - March 2015
MarketMaker4 - An Xchanging Company March 2013 - March 2014
MarketMaker4 - An Xchanging Company August 2012 - March 2013
TradingPartners June 2011 - August 2012
Caterpillar Inc. September 2008 - June 2011
Morningstar February 2008 - September 2008
Caterpillar Inc. June 2006 - January 2008
Skills
Six Sigma, Global Sourcing, Project Delivery, Business in China, eSourcing, Data Analysis, Organizational..., Cross-functional Team..., Data Presentation, Strategic Sourcing, Supply Chain, Supervisory Experience, Performance Reviews, Supplier Management, Eviews, Crystal Ball, Supply Management, Supply Chain Management, Negotiation, Procurement, Manufacturing, Analytics, Leadership, Process Improvement, Consulting, Strategy, Management
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Econometrics & Statistics, Economics
Purdue University - Krannert School of Management 2002 — 2006
BS, Industrial Management
Kawaljit Singh Kawaljit Singh's Morningstar Experience July 2014 - January 2015
Job FA Functional Lead at GE Capital (Accenture)
Industry Management Consulting
Experience
Inogen March 2015 - Present
Morningstar July 2014 - January 2015
Accenture October 2011 - January 2015
City Bank January 2011 - October 2011
Riverbed Technology November 2007 - January 2011
Skills
Business Process, Business Process..., Business Analysis, Business Process Design, Management Consulting, Business Transformation, Business Intelligence, ERP, Requirements Analysis, Solution Architecture, IT Strategy, Requirements Gathering, Oracle E-Business Suite, Integration, Oracle, PMO, SharePoint, Testing, Gap Analysis, Financial Analysis, Financials, Analysis, Procure-to-Pay, Order to Cash, Oracle Applications, Oracle Reports, Project Management
Education
Panjab University 2000 — 2004
Bachelor's degree, Accounting and Finance
Inogen March 2015 - Present
Morningstar July 2014 - January 2015
Accenture October 2011 - January 2015
City Bank January 2011 - October 2011
Riverbed Technology November 2007 - January 2011
Skills
Business Process, Business Process..., Business Analysis, Business Process Design, Management Consulting, Business Transformation, Business Intelligence, ERP, Requirements Analysis, Solution Architecture, IT Strategy, Requirements Gathering, Oracle E-Business Suite, Integration, Oracle, PMO, SharePoint, Testing, Gap Analysis, Financial Analysis, Financials, Analysis, Procure-to-Pay, Order to Cash, Oracle Applications, Oracle Reports, Project Management
Education
Panjab University 2000 — 2004
Bachelor's degree, Accounting and Finance
Hui Min Chang's Morningstar Experience August 2013 - March 2015
Job Investment Analyst at Ibbotson Associates
Industry Financial Services
Experience
Ibbotson Associates April 2015 - Present
Morningstar August 2013 - March 2015
Morningstar August 2014 - October 2014
The Art Institute of Chicago April 2013 - May 2013
Morningstar June 2012 - February 2013
The Art Institute of Chicago June 2011 - December 2011
campusCATALYST March 2011 - June 2011
Skills
Research, Data Analysis, Economics, Microsoft Excel, Market Research, PowerPoint, Nonprofits, Statistics, Stata, Non-profits, Event Planning, Microsoft Office
Education
University of Chicago 2009 — 2013
Bachelor's Degree, Economics/ Art History
Raffles Junior College 2007 — 2008
GCE 'A' Levels, 7/7 Distinctions
CFA Program
Passed Level II of the CFA Program
Ibbotson Associates April 2015 - Present
Morningstar August 2013 - March 2015
Morningstar August 2014 - October 2014
The Art Institute of Chicago April 2013 - May 2013
Morningstar June 2012 - February 2013
The Art Institute of Chicago June 2011 - December 2011
campusCATALYST March 2011 - June 2011
Skills
Research, Data Analysis, Economics, Microsoft Excel, Market Research, PowerPoint, Nonprofits, Statistics, Stata, Non-profits, Event Planning, Microsoft Office
Education
University of Chicago 2009 — 2013
Bachelor's Degree, Economics/ Art History
Raffles Junior College 2007 — 2008
GCE 'A' Levels, 7/7 Distinctions
CFA Program
Passed Level II of the CFA Program
Claire Niederberger Claire Niederberger's Morningstar Experience May 2013 - August 2013
Job Designer at C&G Partners
Industry Graphic Design
Experience
C&G Partners June 2014 - Present
Morningstar May 2013 - August 2013
UIC Innovation Center May 2012 - August 2012
Rhode Island School of Design February 2012 - May 2012
Doejo July 2011 - August 2011
Vocalo.org June 2008 - January 2010
Young Chicago Authors June 2008 - August 2008
Skills
InDesign, Graphic Design, Adobe Creative Suite, Illustrator, Photoshop, HTML, CSS, Typography, Writing, Photography, Editing, Logo Design, Advertising, Web Design, Branding & Identity
Education
Rhode Island School of Design 2010 — 2014
Bachelor of Fine Arts (BFA), Graphic Design, Junior
Rhode Island School of Design 2010 — 2014
Bachelor of Fine Arts (BFA), Graphic Design
C&G Partners June 2014 - Present
Morningstar May 2013 - August 2013
UIC Innovation Center May 2012 - August 2012
Rhode Island School of Design February 2012 - May 2012
Doejo July 2011 - August 2011
Vocalo.org June 2008 - January 2010
Young Chicago Authors June 2008 - August 2008
Skills
InDesign, Graphic Design, Adobe Creative Suite, Illustrator, Photoshop, HTML, CSS, Typography, Writing, Photography, Editing, Logo Design, Advertising, Web Design, Branding & Identity
Education
Rhode Island School of Design 2010 — 2014
Bachelor of Fine Arts (BFA), Graphic Design, Junior
Rhode Island School of Design 2010 — 2014
Bachelor of Fine Arts (BFA), Graphic Design
Chad Warden's Morningstar Experience January 2009 - March 2011
Job Major Account Executive at Akamai Technologies
Industry Information Technology and Services
Experience
Akamai Technologies October 2014 - Present
Dell, Inc March 2011 - October 2014
Morningstar January 2009 - March 2011
Logical Information Machines 2009 - January 2010
Robert Half International September 2003 - March 2009
Nationwide Funding May 2002 - August 2003
Northwestern Mutual Financial Network-McTigue Financial Group 2001 - 2001
Skills
Account Management, New Business Development, Direct Sales, Management, Risk Management, Solution Selling, SaaS, Sales, Leadership, CRM, Recruiting, Analytics, Consulting, Training, Process Improvement, Analysis, Finance, Executive Search, Negotiation, Salesforce.com
Education
Purdue University
Akamai Technologies October 2014 - Present
Dell, Inc March 2011 - October 2014
Morningstar January 2009 - March 2011
Logical Information Machines 2009 - January 2010
Robert Half International September 2003 - March 2009
Nationwide Funding May 2002 - August 2003
Northwestern Mutual Financial Network-McTigue Financial Group 2001 - 2001
Skills
Account Management, New Business Development, Direct Sales, Management, Risk Management, Solution Selling, SaaS, Sales, Leadership, CRM, Recruiting, Analytics, Consulting, Training, Process Improvement, Analysis, Finance, Executive Search, Negotiation, Salesforce.com
Education
Purdue University
Dino Colucci's Morningstar Experience January 2013 - Present
Job Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar January 2013 - Present
Skills
Product Management, Financial Services, Equities, Mutual Funds
Education
Purdue University 1993 — 1994
Master's Degree, Mechanical Engineering
University of Notre Dame 1987 — 1991
Bachelor's Degree, Mechanical Engineering
Morningstar January 2013 - Present
Skills
Product Management, Financial Services, Equities, Mutual Funds
Education
Purdue University 1993 — 1994
Master's Degree, Mechanical Engineering
University of Notre Dame 1987 — 1991
Bachelor's Degree, Mechanical Engineering
Neha Mathurvaishya Neha Mathurvaishya's Morningstar Experience March 2014 - December 2014
Job Application Developer at InnerWorkings
Industry Computer Software
Experience
InnerWorkings December 2014 - Present
Morningstar March 2014 - December 2014
Rutgers University January 2012 - December 2013
Bank of America June 2013 - August 2013
Rutgers University August 2012 - May 2013
Rutgers University August 2012 - January 2013
Rutgers University June 2012 - July 2012
IEEE Student Branch CRCE July 2009 - July 2011
Impress Containers July 2010 - May 2011
Skills
Java, C#, AngularJS, C, Android Development, ASP.NET, .NET, C++, RESTful WebServices, SQL, JavaScript, HTML, CSS, Github, Visual Studio, Eclipse, Mobile Applications, Microsoft Dynamics AX, Agile Methodologies, XML, JSP, JIRA, PHP, JDBC, Linux, Windows, Algorithms, ASP.NET MVC
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Master's Degree, Computer Engineering, 3.4/4.0
Fr. Conceicao Rodrigues College of Engineering 2007 — 2011
Bachelor's Degree, Electronics Engineering
InnerWorkings December 2014 - Present
Morningstar March 2014 - December 2014
Rutgers University January 2012 - December 2013
Bank of America June 2013 - August 2013
Rutgers University August 2012 - May 2013
Rutgers University August 2012 - January 2013
Rutgers University June 2012 - July 2012
IEEE Student Branch CRCE July 2009 - July 2011
Impress Containers July 2010 - May 2011
Skills
Java, C#, AngularJS, C, Android Development, ASP.NET, .NET, C++, RESTful WebServices, SQL, JavaScript, HTML, CSS, Github, Visual Studio, Eclipse, Mobile Applications, Microsoft Dynamics AX, Agile Methodologies, XML, JSP, JIRA, PHP, JDBC, Linux, Windows, Algorithms, ASP.NET MVC
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
Master's Degree, Computer Engineering, 3.4/4.0
Fr. Conceicao Rodrigues College of Engineering 2007 — 2011
Bachelor's Degree, Electronics Engineering
Rashmi Chitrakar Rashmi Chitrakar's Morningstar Experience June 2004 - February 2005
Job Sr Staff Software Engineer at Qualcomm
Industry Telecommunications
Experience
Qualcomm July 2005 - Present
TriTech Software Systems March 2005 - July 2005
Morningstar June 2004 - February 2005
Skills
Software Engineering, Software Development, Python, Distributed Systems, Agile Methodologies, Java, Algorithms, Unix, C++, C
Education
University of Illinois at Chicago 2002 — 2004
Master of Science, Computer Science
Osmania University 1998 — 2002
Bachelors in Engineering, Computer Science
Ratna Junior College 1996 — 1998
Grade 12, MPC (Maths, Physics, Chemistry)
St. Mary's Public School 1983 — 1996
High School
Startup Leadership Program
Startup Leadership Program
Qualcomm July 2005 - Present
TriTech Software Systems March 2005 - July 2005
Morningstar June 2004 - February 2005
Skills
Software Engineering, Software Development, Python, Distributed Systems, Agile Methodologies, Java, Algorithms, Unix, C++, C
Education
University of Illinois at Chicago 2002 — 2004
Master of Science, Computer Science
Osmania University 1998 — 2002
Bachelors in Engineering, Computer Science
Ratna Junior College 1996 — 1998
Grade 12, MPC (Maths, Physics, Chemistry)
St. Mary's Public School 1983 — 1996
High School
Startup Leadership Program
Startup Leadership Program
Charlie Mahoney Charlie Mahoney's Morningstar Experience November 2014 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar November 2014 - Present
Target June 2013 - August 2013
Adele's Frozen Custard March 2009 - June 2012
Hanus Sports October 2007 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Time Management, Leadership, Spanish, Strategy, Event Planning, Teamwork, Public Speaking, Sales, Social Networking
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Double Major in Finance and Spanish, Senior
University of Virginia 2013 — 2013
Semester at Sea, Study Abroad, Junior
Pontificia Universidad Católica de Chile 2012 — 2012
ISEP 6-Week Study Abroad Program, Sophomore
Morningstar November 2014 - Present
Target June 2013 - August 2013
Adele's Frozen Custard March 2009 - June 2012
Hanus Sports October 2007 - January 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Time Management, Leadership, Spanish, Strategy, Event Planning, Teamwork, Public Speaking, Sales, Social Networking
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration (B.B.A.), Double Major in Finance and Spanish, Senior
University of Virginia 2013 — 2013
Semester at Sea, Study Abroad, Junior
Pontificia Universidad Católica de Chile 2012 — 2012
ISEP 6-Week Study Abroad Program, Sophomore
Petar Srejovic's Morningstar Experience November 2013 - Present
Job Head of Data Technology at Morningstar
Industry Information Technology and Services
Experience
Morningstar November 2013 - Present
Nielsen December 2012 - November 2013
The Nielsen Company September 2011 - December 2012
The Nielsen Company May 2008 - September 2011
The Nielsen Company April 2008 - August 2008
Accenture November 2000 - April 2008
KPMG Consulting / BearingPoint 1999 - 2000
Skills
Data Warehousing, Big Data, Systems Delivery, Program Management, Business Intelligence, Analytics, Enterprise Architecture, Software Development, Strategy, IT Management, CRM, FMCG, SDLC, IT Strategy, Nielsen, Integration, Solution Architecture, Management, Full SDLC, Business Process..., Software Project..., PMO, Business Analysis, Requirements Analysis, Project Portfolio..., Leadership, Requirements Gathering, Data Modeling
Education
Purdue University 1995 — 1999
Bachelors in Technology, Computer Information Systems
Morningstar November 2013 - Present
Nielsen December 2012 - November 2013
The Nielsen Company September 2011 - December 2012
The Nielsen Company May 2008 - September 2011
The Nielsen Company April 2008 - August 2008
Accenture November 2000 - April 2008
KPMG Consulting / BearingPoint 1999 - 2000
Skills
Data Warehousing, Big Data, Systems Delivery, Program Management, Business Intelligence, Analytics, Enterprise Architecture, Software Development, Strategy, IT Management, CRM, FMCG, SDLC, IT Strategy, Nielsen, Integration, Solution Architecture, Management, Full SDLC, Business Process..., Software Project..., PMO, Business Analysis, Requirements Analysis, Project Portfolio..., Leadership, Requirements Gathering, Data Modeling
Education
Purdue University 1995 — 1999
Bachelors in Technology, Computer Information Systems
Chao Deng Chao Deng's Morningstar Experience June 2010 - August 2010
Job Hedge Fund Intern at Alternative Asset and Invetment company
Industry Financial Services
Experience
Alternative Asset and Invetment company January 2012 - June 2012
Bank of China June 2011 - August 2011
Morningstar June 2010 - August 2010
China Pacific Insurance Company June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Hedge Funds, Financial Analysis, VBA, Microsoft Excel, Investments, PowerPoint, Investment Banking, Valuation, R, Microsoft Office, Finance, Microsoft Word, Portfolio Management
Education
St. johns's university 2010 — 2012
Master of Science (MS), Risk Management
Shenzhen University 2006 — 2010
Bachelor's degree, Applied Mathematics
Alternative Asset and Invetment company January 2012 - June 2012
Bank of China June 2011 - August 2011
Morningstar June 2010 - August 2010
China Pacific Insurance Company June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Hedge Funds, Financial Analysis, VBA, Microsoft Excel, Investments, PowerPoint, Investment Banking, Valuation, R, Microsoft Office, Finance, Microsoft Word, Portfolio Management
Education
St. johns's university 2010 — 2012
Master of Science (MS), Risk Management
Shenzhen University 2006 — 2010
Bachelor's degree, Applied Mathematics
Richard Otte Richard Otte's Morningstar Experience June 2015 - Present
Job CS Student at Rochester Institute of Technology
Industry Computer Software
Experience
Morningstar June 2015 - Present
RoboTech Center June 2014 - August 2014
ByAllAccounts May 2013 - August 2013
RoboTech Center July 2012 - August 2012
ByAllAccounts May 2012 - July 2012
Skills
Programming, C++, Java, HTML, JavaScript, C#, Windows, CSS, Testing, Mobile Applications, Visual Studio
Education
Rochester Institute of Technology 2011 — 2016
Morningstar June 2015 - Present
RoboTech Center June 2014 - August 2014
ByAllAccounts May 2013 - August 2013
RoboTech Center July 2012 - August 2012
ByAllAccounts May 2012 - July 2012
Skills
Programming, C++, Java, HTML, JavaScript, C#, Windows, CSS, Testing, Mobile Applications, Visual Studio
Education
Rochester Institute of Technology 2011 — 2016
Brittany M. Sherry, CPA Brittany M. Sherry, CPA's Morningstar Experience July 2013 - Present
Job Financial Analyst at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar March 2012 - June 2013
Morningstar June 2010 - March 2012
Qualigen Inc. October 2009 - June 2010
Morningstar November 2008 - July 2009
JCPenney November 2003 - November 2008
Skills
Excel, Accounting, Customer Service, Data Analysis, Microsoft Office, Organizing, Planning, Research, Problem Solving, Testing, Writing, Microsoft Excel, General Ledger, Microsoft Word, Accounts Receivable, Account Reconciliation, Financial Analysis, Variance Analysis, Analysis, Financial Accounting, Invoicing, Finance, Financial Reporting, CPA, Revenue Recognition, Financial Modeling, Hyperion Enterprise, Forecasting, Financial Planning, Corporate Finance, Budgets
Education
Saint Xavier University 2007 — 2009
Bachelors, Major: Accounting, Minor: English
University of Illinois at Urbana-Champaign 2005 — 2007
English
Morningstar July 2013 - Present
Morningstar March 2012 - June 2013
Morningstar June 2010 - March 2012
Qualigen Inc. October 2009 - June 2010
Morningstar November 2008 - July 2009
JCPenney November 2003 - November 2008
Skills
Excel, Accounting, Customer Service, Data Analysis, Microsoft Office, Organizing, Planning, Research, Problem Solving, Testing, Writing, Microsoft Excel, General Ledger, Microsoft Word, Accounts Receivable, Account Reconciliation, Financial Analysis, Variance Analysis, Analysis, Financial Accounting, Invoicing, Finance, Financial Reporting, CPA, Revenue Recognition, Financial Modeling, Hyperion Enterprise, Forecasting, Financial Planning, Corporate Finance, Budgets
Education
Saint Xavier University 2007 — 2009
Bachelors, Major: Accounting, Minor: English
University of Illinois at Urbana-Champaign 2005 — 2007
English
Mallorie Baker's Morningstar Experience September 2015 - Present
Job Operations Analyst at Morningstar
Industry Consumer Services
Experience
Morningstar September 2015 - Present
Morningstar April 2014 - September 2015
Morningstar April 2013 - March 2014
Konica Minolta Business Solutions U.S.A., Inc. June 2012 - May 2013
Copa Ca Tana, Inc April 2008 - October 2012
State Farm Insurance June 2011 - June 2012
Texture Pointe Salon October 2007 - April 2009
Skills
Organization, Communication, Reliable, Highly responsible, Assertiveness, Self-motivated Team..., Dependable Team Player, Energetics, Optimising, Friendly Personality, Interpersonal Skill, Open Minded, Self-starter, Initiator, Business Development, Customer Service, Microsoft Office, Problem Solving, Strategic Planning, Works well with people, Cold Calling, Sales Management, Marketing, Direct Sales, Account Management, Sales, Microsoft Word, Time Management, Leadership, Management
Education
Purdue University Calumet 2008 — 2012
Bachelor of Science, Management; Finance; Marketing
Purdue University Calumet
Bachelor of Science (B.S.), Finance and Marketing
Morningstar September 2015 - Present
Morningstar April 2014 - September 2015
Morningstar April 2013 - March 2014
Konica Minolta Business Solutions U.S.A., Inc. June 2012 - May 2013
Copa Ca Tana, Inc April 2008 - October 2012
State Farm Insurance June 2011 - June 2012
Texture Pointe Salon October 2007 - April 2009
Skills
Organization, Communication, Reliable, Highly responsible, Assertiveness, Self-motivated Team..., Dependable Team Player, Energetics, Optimising, Friendly Personality, Interpersonal Skill, Open Minded, Self-starter, Initiator, Business Development, Customer Service, Microsoft Office, Problem Solving, Strategic Planning, Works well with people, Cold Calling, Sales Management, Marketing, Direct Sales, Account Management, Sales, Microsoft Word, Time Management, Leadership, Management
Education
Purdue University Calumet 2008 — 2012
Bachelor of Science, Management; Finance; Marketing
Purdue University Calumet
Bachelor of Science (B.S.), Finance and Marketing
Alyssa Rasey Alyssa Rasey's Morningstar Experience September 2013 - March 2015
Job Account Manager at RadiumOne
Industry Marketing and Advertising
Experience
RadiumOne April 2015 - Present
Morningstar September 2013 - March 2015
Chicago Magazine September 2011 - September 2013
Pro Motion, Inc. June 2010 - September 2011
The Hauser Group, Inc. September 2009 - May 2010
Education
Saint Louis University 2007 — 2011
B.S., Marketing, Spanish
Saint Louis University Madrid
Bachelor of Science (BS), Marketing, Spanish
University of Tennessee-Knoxville
RadiumOne April 2015 - Present
Morningstar September 2013 - March 2015
Chicago Magazine September 2011 - September 2013
Pro Motion, Inc. June 2010 - September 2011
The Hauser Group, Inc. September 2009 - May 2010
Education
Saint Louis University 2007 — 2011
B.S., Marketing, Spanish
Saint Louis University Madrid
Bachelor of Science (BS), Marketing, Spanish
University of Tennessee-Knoxville
Sandeep Kumar, MBA PMP's Morningstar Experience March 2013 - Present
Job Senior Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar March 2013 - Present
Nuveen Investments August 2012 - March 2013
Nuveen Investments March 2011 - November 2012
Nuveen Investments July 2007 - March 2011
Saint Joseph's University August 2003 - July 2007
Skills
PowerPoint, Excel, Access, Word, SQL, VBScript, Outlook, Microsoft Office, Visio, Visual Basic, Windows, ASP, VBA, MS Project, Adobe Acrobat, Databases, Customer Relations, Spreadsheets, IIS, English, Dreamweaver, MySQL, Operating Systems, SQL Server, Visual Studio, Business Intelligence, SSRS, Data Analysis, SSIS, Analysis, Business Analysis, SDLC, SharePoint, Requirements Analysis, Data Warehousing, Data Modeling, Requirements Gathering, Project Management, Database Design, Data Management, ETL, Business Process..., Software Project..., Information Technology, Business Requirements, Microsoft SQL Server, Microsoft Excel, Mentoring, Software Development, Morningstar
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, DSS, 3.8 GPA
Saint Joseph's University 2003 — 2007
M.S., Computer Science, Marketing, 3.6 GPA
Visvesvaraya Technological University 1999 — 2003
Bachelors, Information Science, 3.8 GPA
Morningstar March 2013 - Present
Nuveen Investments August 2012 - March 2013
Nuveen Investments March 2011 - November 2012
Nuveen Investments July 2007 - March 2011
Saint Joseph's University August 2003 - July 2007
Skills
PowerPoint, Excel, Access, Word, SQL, VBScript, Outlook, Microsoft Office, Visio, Visual Basic, Windows, ASP, VBA, MS Project, Adobe Acrobat, Databases, Customer Relations, Spreadsheets, IIS, English, Dreamweaver, MySQL, Operating Systems, SQL Server, Visual Studio, Business Intelligence, SSRS, Data Analysis, SSIS, Analysis, Business Analysis, SDLC, SharePoint, Requirements Analysis, Data Warehousing, Data Modeling, Requirements Gathering, Project Management, Database Design, Data Management, ETL, Business Process..., Software Project..., Information Technology, Business Requirements, Microsoft SQL Server, Microsoft Excel, Mentoring, Software Development, Morningstar
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MBA, DSS, 3.8 GPA
Saint Joseph's University 2003 — 2007
M.S., Computer Science, Marketing, 3.6 GPA
Visvesvaraya Technological University 1999 — 2003
Bachelors, Information Science, 3.8 GPA
John Koziol's Morningstar Experience February 2010 - Present
Job Sales Consultant at Morningstar
Industry Financial Services
Experience
Morningstar February 2010 - Present
True Lacrosse December 2011 - August 2012
Lacrosse America June 2010 - August 2010
LIM, a Morningstar Company July 2009 - February 2010
Park Ridge Lacrosse Club 2008 - 2009
Skills
Investments, Equities, Management, Mutual Funds, Strategy, Financial Advisory, Social Media Marketing, Microsoft Excel, Market Research, Marketing Strategy, Marketing, Social Media, Salesforce.com, Sales, Cold Calling, New Business Development, Solution Selling, Commodity, Investment Management, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Relationship Management, Morningstar Office, Morningstar Direct, Alternative Investments
Education
University of Dayton 2004 — 2008
BA
Richmond, The American International University in London 2007 — 2007
Loyola Academy 2000 — 2004
Morningstar February 2010 - Present
True Lacrosse December 2011 - August 2012
Lacrosse America June 2010 - August 2010
LIM, a Morningstar Company July 2009 - February 2010
Park Ridge Lacrosse Club 2008 - 2009
Skills
Investments, Equities, Management, Mutual Funds, Strategy, Financial Advisory, Social Media Marketing, Microsoft Excel, Market Research, Marketing Strategy, Marketing, Social Media, Salesforce.com, Sales, Cold Calling, New Business Development, Solution Selling, Commodity, Investment Management, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory, Relationship Management, Morningstar Office, Morningstar Direct, Alternative Investments
Education
University of Dayton 2004 — 2008
BA
Richmond, The American International University in London 2007 — 2007
Loyola Academy 2000 — 2004
Rex Burgdorfer's Morningstar Experience 2003 - 2005
Job
Industry Investment Banking
Experience
Juniper Advisory July 2009 - Present
Morgan Stanley 2005 - 2008
Morningstar 2003 - 2005
Skills
Valuation, Corporate Development, Due Diligence, Financial Modeling, Capital Markets, Private Equity, Alternative Investments, LBO, Investment Banking, Equities, Hedge Funds, Corporate Finance, Equity Research, Venture Capital, M&A experience, Mergers & Acquisitions, Fixed Income
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
University of Wisconsin 1999 — 2003
Finance, Econ
Juniper Advisory July 2009 - Present
Morgan Stanley 2005 - 2008
Morningstar 2003 - 2005
Skills
Valuation, Corporate Development, Due Diligence, Financial Modeling, Capital Markets, Private Equity, Alternative Investments, LBO, Investment Banking, Equities, Hedge Funds, Corporate Finance, Equity Research, Venture Capital, M&A experience, Mergers & Acquisitions, Fixed Income
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
University of Wisconsin 1999 — 2003
Finance, Econ
Xiaoxia Ren Xiaoxia Ren's Morningstar Experience February 2010 - Present
Job Sr. Software Developer at Morningstar
Industry Computer Software
Experience
Morningstar February 2010 - Present
Morningstar January 2008 - February 2010
Rutgers University September 2001 - August 2007
Google May 2006 - August 2006
IBM Global Services July 2000 - August 2001
Founder R&D Center January 1997 - July 2000
Skills
Java, C#, XML, Eclipse, SQL, Web Services, MySQL, REST, .NET, AJAX, Microsoft SQL Server, JUnit, CVS, Tomcat, SOAP, Ant
Education
Rutgers University-New Brunswick 2001 — 2007
Ph.D., Computer Science
Peking University 1997 — 2000
M.S., Computer Science
Peking University 1992 — 1997
B.S., Computer Science
Morningstar February 2010 - Present
Morningstar January 2008 - February 2010
Rutgers University September 2001 - August 2007
Google May 2006 - August 2006
IBM Global Services July 2000 - August 2001
Founder R&D Center January 1997 - July 2000
Skills
Java, C#, XML, Eclipse, SQL, Web Services, MySQL, REST, .NET, AJAX, Microsoft SQL Server, JUnit, CVS, Tomcat, SOAP, Ant
Education
Rutgers University-New Brunswick 2001 — 2007
Ph.D., Computer Science
Peking University 1997 — 2000
M.S., Computer Science
Peking University 1992 — 1997
B.S., Computer Science
Tom Florence Tom Florence's Morningstar Experience March 2000 - May 2003
Job CEO at 361 Capital LLC
Industry Financial Services
Experience
361 Capital LLC August 2009 - Present
Dividend Capital Group June 2003 - June 2008
Janus Capital Group 2004 - 2005
Morningstar March 2000 - May 2003
PBHG Funds December 1996 - March 2000
Fidelity Investments February 1991 - December 1996
Merrill Lynch September 1985 - February 1991
Skills
Investments, Securities, Mutual Funds, Investment Advisory, Business Development, Alternative Investments, Investment Management, Financial Services, Asset Management, Wealth Management, Executive Management, Investment Strategies, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Equities
Education
Northwestern University - Kellogg School of Management 2002 — 2003
KMI, Management
Penn State University 1981 — 1985
B of S, Economics
Avon Old Farms School 1979 — 1981
High School
361 Capital LLC August 2009 - Present
Dividend Capital Group June 2003 - June 2008
Janus Capital Group 2004 - 2005
Morningstar March 2000 - May 2003
PBHG Funds December 1996 - March 2000
Fidelity Investments February 1991 - December 1996
Merrill Lynch September 1985 - February 1991
Skills
Investments, Securities, Mutual Funds, Investment Advisory, Business Development, Alternative Investments, Investment Management, Financial Services, Asset Management, Wealth Management, Executive Management, Investment Strategies, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Equities
Education
Northwestern University - Kellogg School of Management 2002 — 2003
KMI, Management
Penn State University 1981 — 1985
B of S, Economics
Avon Old Farms School 1979 — 1981
High School
Ellie Ye Pan, CPA Ellie Ye Pan, CPA's Morningstar Experience June 2013 - December 2013
Job IT Risk and Assurance at EY
Industry Accounting
Experience
EY May 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2014 - May 2015
Morningstar June 2013 - December 2013
Skills
Internal Controls, Accounts Payable, Finance, Auditing, Accounting, QuickBooks, Financial Reporting, Microsoft Office, Accounts Receivable, Financial Statements, Budgets, Internal Audit, Banking, Financial Analysis, Sarbanes-Oxley Act
Education
The George Washington University 2012 — 2013
Master of Accounting
Peking University
Bachelor's degree, Political Economy
EY May 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2014 - May 2015
Morningstar June 2013 - December 2013
Skills
Internal Controls, Accounts Payable, Finance, Auditing, Accounting, QuickBooks, Financial Reporting, Microsoft Office, Accounts Receivable, Financial Statements, Budgets, Internal Audit, Banking, Financial Analysis, Sarbanes-Oxley Act
Education
The George Washington University 2012 — 2013
Master of Accounting
Peking University
Bachelor's degree, Political Economy
Srijanani Srinivasan Srijanani Srinivasan's Morningstar Experience August 2008 - Present
Job Application Developer at Morningstar
Industry Financial Services
Experience
Morningstar August 2008 - Present
Baxter Healthcare May 2007 - August 2007
Hewlett-Packard June 2005 - July 2006
Skills
Agile Methodologies, SQL, Software Project..., XML, C#, Microsoft SQL Server, Web Services, C, SDLC, .NET, ASP.NET
Education
University of Illinois at Chicago 2006 — 2008
Masters, Computer Science
PSG College of Technology 2001 — 2005
Bachelor's degree, Information Technology
PSBB
Morningstar August 2008 - Present
Baxter Healthcare May 2007 - August 2007
Hewlett-Packard June 2005 - July 2006
Skills
Agile Methodologies, SQL, Software Project..., XML, C#, Microsoft SQL Server, Web Services, C, SDLC, .NET, ASP.NET
Education
University of Illinois at Chicago 2006 — 2008
Masters, Computer Science
PSG College of Technology 2001 — 2005
Bachelor's degree, Information Technology
PSBB
Jeremy Stempien Jeremy Stempien's Morningstar Experience January 2012 - May 2015
Job Vice President, Product Specialist at QMA
Industry Investment Management
Experience
QMA May 2015 - Present
Morningstar January 2012 - May 2015
Morningstar (Ibbotson) June 2008 - January 2012
Morningstar (Ibbotson) October 2005 - May 2008
Hewitt Associates January 1999 - May 2004
Skills
Investments, Asset Allocation, Mutual Funds, Investment Management, Alternative Investments, Equities, Asset Managment
Education
University of Notre Dame 2004 — 2005
MBA, Investments
Saint Louis University 1994 — 1998
BBA, Finance
QMA May 2015 - Present
Morningstar January 2012 - May 2015
Morningstar (Ibbotson) June 2008 - January 2012
Morningstar (Ibbotson) October 2005 - May 2008
Hewitt Associates January 1999 - May 2004
Skills
Investments, Asset Allocation, Mutual Funds, Investment Management, Alternative Investments, Equities, Asset Managment
Education
University of Notre Dame 2004 — 2005
MBA, Investments
Saint Louis University 1994 — 1998
BBA, Finance
Annie Sorich's Morningstar Experience August 2009 - May 2010
Job Vice President,Strategy at Charter School Growth Fund
Industry Education Management
Experience
Charter School Growth Fund January 2015 - Present
Charter School Growth Fund February 2014 - Present
Charter School Growth Fund December 2012 - January 2014
Charter School Growth Fund June 2010 - December 2012
Morningstar August 2009 - May 2010
Morningstar January 2007 - August 2009
Morningstar May 2006 - December 2007
Morningstar June 2005 - May 2006
Skills
Strategy, Financial Analysis, Investments, Social Entrepreneurship, Project Management, Financial Modeling, Equities, Mutual Funds, Valuation, Strategic Planning, Business Strategy, Portfolio Management, Charter Schools, Project Planning, Business Development, Entrepreneurship, Educational Technology, Databases, Management Due Diligence, Due Diligence, Strategic Partnerships, Data Analysis, Emerging Markets
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship, International Business, Honors
Oberlin College 2001 — 2004
BA, Biology, Chemistry Minor, Phi Beta Kappa
UWC USA 1999 — 2001
International Baccalaureate diploma, Davis Scholar
Charter School Growth Fund January 2015 - Present
Charter School Growth Fund February 2014 - Present
Charter School Growth Fund December 2012 - January 2014
Charter School Growth Fund June 2010 - December 2012
Morningstar August 2009 - May 2010
Morningstar January 2007 - August 2009
Morningstar May 2006 - December 2007
Morningstar June 2005 - May 2006
Skills
Strategy, Financial Analysis, Investments, Social Entrepreneurship, Project Management, Financial Modeling, Equities, Mutual Funds, Valuation, Strategic Planning, Business Strategy, Portfolio Management, Charter Schools, Project Planning, Business Development, Entrepreneurship, Educational Technology, Databases, Management Due Diligence, Due Diligence, Strategic Partnerships, Data Analysis, Emerging Markets
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship, International Business, Honors
Oberlin College 2001 — 2004
BA, Biology, Chemistry Minor, Phi Beta Kappa
UWC USA 1999 — 2001
International Baccalaureate diploma, Davis Scholar
Allison Wilson, CHRL's Morningstar Experience March 2015 - September 2015
Job Director of Human Resources at ZoomerMedia Limited
Industry Human Resources
Experience
ZoomerMedia Limited September 2015 - Present
Morningstar March 2015 - September 2015
CleanMark Group Inc. June 2013 - January 2015
Manulife Financial March 2011 - May 2013
Morningstar December 2005 - March 2011
Manpower 2003 - 2005
Skills
Performance Management, Recruiting, Employee Relations, HR Consulting, Personnel Management, Talent Management, Onboarding, HRIS, Deferred Compensation, Talent Acquisition, HR Policies, Strategic Planning, Change Management, Management, Human Resources, Succession Planning, Employee Benefits, Employee Engagement, Workforce Planning, New Hire Orientations, Compensation & Benefit, Time Management, Employer Branding, Organizational..., Organizational Design, Job Evaluation, Executive Pay
Education
Nova Scotia Community College 2002 — 2003
Post Grad, Human Resource Management
Western University 1994 — 1997
BA, English
ZoomerMedia Limited September 2015 - Present
Morningstar March 2015 - September 2015
CleanMark Group Inc. June 2013 - January 2015
Manulife Financial March 2011 - May 2013
Morningstar December 2005 - March 2011
Manpower 2003 - 2005
Skills
Performance Management, Recruiting, Employee Relations, HR Consulting, Personnel Management, Talent Management, Onboarding, HRIS, Deferred Compensation, Talent Acquisition, HR Policies, Strategic Planning, Change Management, Management, Human Resources, Succession Planning, Employee Benefits, Employee Engagement, Workforce Planning, New Hire Orientations, Compensation & Benefit, Time Management, Employer Branding, Organizational..., Organizational Design, Job Evaluation, Executive Pay
Education
Nova Scotia Community College 2002 — 2003
Post Grad, Human Resource Management
Western University 1994 — 1997
BA, English
James Mahoney James Mahoney's Morningstar Experience May 2014 - Present
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar February 2014 - Present
Morningstar September 2011 - Present
Decision Resources November 2008 - April 2011
SunGard Data Systems, Inc. April 2008 - November 2008
Capital IQ March 2005 - April 2008
Cowen and Company August 2000 - March 2005
State Street Global Advisors August 1998 - August 2000
Fidelity Investments October 1991 - August 1998
Education
Plymouth State University 1987 — 1991
BS, Business
Morningstar May 2014 - Present
Morningstar February 2014 - Present
Morningstar September 2011 - Present
Decision Resources November 2008 - April 2011
SunGard Data Systems, Inc. April 2008 - November 2008
Capital IQ March 2005 - April 2008
Cowen and Company August 2000 - March 2005
State Street Global Advisors August 1998 - August 2000
Fidelity Investments October 1991 - August 1998
Education
Plymouth State University 1987 — 1991
BS, Business
Brian Stockton Brian Stockton's Morningstar Experience May 2007 - March 2009
Job Principal at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group June 2015 - Present
Trustmark Companies November 2012 - March 2015
Gifted LLC 2006 - 2015
TransUnion March 2009 - October 2012
Morningstar May 2007 - March 2009
NYSE Group 2003 - 2007
epresence 2002 - 2004
manager 2001 - 2003
Novarra 2001 - 2002
Netscape Communications Corp. 1997 - 2000
Skills
Data Center, Infrastructure Planning, Mergers, Acquisition Integration, High Availability, Team Building, Team Leadership, International Management, Enterprise Architecture, Executive Management, Identity Management, Security, Virtualization, mainframe operations, Cloud Computing, ITIL Certified, Microsoft Operations..., MOF, High Performance Teams, Strategic Planning, Mainframe, Infrastructure, Entrepreneurship, Start-ups, Mergers & Acquisitions, Business Continuity, IT Operations, Disaster Recovery, Enterprise Software, Vendor Management, ITIL, SDLC, IT Strategy, Process Improvement, Business Analysis, Pre-sales, Business Intelligence, Management, Solution Architecture, Integration, IT Service Management, Networking, Telecommunications, Morningstar Direct, Consulting, Architecture, Outsourcing, Project Portfolio..., SaaS, PMO
Education
Saint Leo University 2006 — 2008
Bachelor's degree, Computer Science
Western Michigan University 1989 — 1993
Dana Hills
Liberty Advisor Group June 2015 - Present
Trustmark Companies November 2012 - March 2015
Gifted LLC 2006 - 2015
TransUnion March 2009 - October 2012
Morningstar May 2007 - March 2009
NYSE Group 2003 - 2007
epresence 2002 - 2004
manager 2001 - 2003
Novarra 2001 - 2002
Netscape Communications Corp. 1997 - 2000
Skills
Data Center, Infrastructure Planning, Mergers, Acquisition Integration, High Availability, Team Building, Team Leadership, International Management, Enterprise Architecture, Executive Management, Identity Management, Security, Virtualization, mainframe operations, Cloud Computing, ITIL Certified, Microsoft Operations..., MOF, High Performance Teams, Strategic Planning, Mainframe, Infrastructure, Entrepreneurship, Start-ups, Mergers & Acquisitions, Business Continuity, IT Operations, Disaster Recovery, Enterprise Software, Vendor Management, ITIL, SDLC, IT Strategy, Process Improvement, Business Analysis, Pre-sales, Business Intelligence, Management, Solution Architecture, Integration, IT Service Management, Networking, Telecommunications, Morningstar Direct, Consulting, Architecture, Outsourcing, Project Portfolio..., SaaS, PMO
Education
Saint Leo University 2006 — 2008
Bachelor's degree, Computer Science
Western Michigan University 1989 — 1993
Dana Hills
Maureen Bevan Maureen Bevan's Morningstar Experience October 2013 - Present
Job
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morningstar May 2008 - Present
Professional Education Institute 2001 - October 2007
Professional Education Institute 2004 - 2006
Professional Education Institute (formerly AMS Direct) 2002 - 2003
Professional Education Institute (formerly AMS Direct) 2002 - 2002
Professional Education Institute (formerly AMS Direct) 2001 - 2001
Robinson & Maites July 2000 - December 2000
Lowe Lintas Columbian July 1999 - July 2000
Celtic Group 1994 - 1998
Skills
Acquisition Marketing, Database Marketing, Product Management, Strategic Planning, P&L Management, Direct Marketing, Consumer Marketing, Digital Marketing, Project Planning, Morningstar Direct, Cross Functional Team..., Integrated Marketing, Strategy, Analytics, Marketing Strategy, B2B, Leadership, Management, Sales, Program Management, Lead Generation, Competitive Analysis, Multi-channel Marketing, Customer Acquisition, Online Marketing
Education
Saint Mary's University of Minnesota 1989 — 1993
BA
Morningstar October 2013 - Present
Morningstar May 2008 - Present
Professional Education Institute 2001 - October 2007
Professional Education Institute 2004 - 2006
Professional Education Institute (formerly AMS Direct) 2002 - 2003
Professional Education Institute (formerly AMS Direct) 2002 - 2002
Professional Education Institute (formerly AMS Direct) 2001 - 2001
Robinson & Maites July 2000 - December 2000
Lowe Lintas Columbian July 1999 - July 2000
Celtic Group 1994 - 1998
Skills
Acquisition Marketing, Database Marketing, Product Management, Strategic Planning, P&L Management, Direct Marketing, Consumer Marketing, Digital Marketing, Project Planning, Morningstar Direct, Cross Functional Team..., Integrated Marketing, Strategy, Analytics, Marketing Strategy, B2B, Leadership, Management, Sales, Program Management, Lead Generation, Competitive Analysis, Multi-channel Marketing, Customer Acquisition, Online Marketing
Education
Saint Mary's University of Minnesota 1989 — 1993
BA
Nicolas Owens Nicolas Owens's Morningstar Experience September 2014 - Present
Job
Industry Financial Services
Experience
Morningstar September 2014 - Present
Skills
Valuation, Equity Research, Equities, Morningstar, Fixed Income, Financial Modeling, Portfolio Management, Equity Valuation, DCF, Asset Management, Financial Analysis, Business Strategy, Product Management, Product Development, Sales Management, Asset Managment, Corporate Finance, Derivatives, Bonds, Mutual Funds, Value Investing, Leadership, Team Management, Buy-side, Options, Options Strategies, Investments, Securities, Capital Markets, Financial Services
Education
The University of Chicago - Booth School of Business 2000 — 2002
IMBA
Princeton University 1990 — 1994
AB
Princeton High School 1986 — 1990
Morningstar September 2014 - Present
Skills
Valuation, Equity Research, Equities, Morningstar, Fixed Income, Financial Modeling, Portfolio Management, Equity Valuation, DCF, Asset Management, Financial Analysis, Business Strategy, Product Management, Product Development, Sales Management, Asset Managment, Corporate Finance, Derivatives, Bonds, Mutual Funds, Value Investing, Leadership, Team Management, Buy-side, Options, Options Strategies, Investments, Securities, Capital Markets, Financial Services
Education
The University of Chicago - Booth School of Business 2000 — 2002
IMBA
Princeton University 1990 — 1994
AB
Princeton High School 1986 — 1990
Doug Lachmuth Doug Lachmuth's Morningstar Experience June 2010 - Present
Job Assistant Vice President, CMBS Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2010 - Present
Realpoint LLC August 2007 - June 2010
GMAC Commercial Mortgage / Capmark Finance January 1998 - July 2007
Skills
CMBS, Structured Finance, Portfolio Management, Commercial Property..., Credit Analysis, Asset Management, Appraisals, Loans, Valuation, SQL / Custom Queries, Commercial Real Estate..., Bonds, Securitization, Financial Risk, Real Estate, Financial Analysis, Commercial Real Estate..., Investments
Education
Penn State University 1988 — 1993
BS, Criminal Justice
Morningstar June 2010 - Present
Realpoint LLC August 2007 - June 2010
GMAC Commercial Mortgage / Capmark Finance January 1998 - July 2007
Skills
CMBS, Structured Finance, Portfolio Management, Commercial Property..., Credit Analysis, Asset Management, Appraisals, Loans, Valuation, SQL / Custom Queries, Commercial Real Estate..., Bonds, Securitization, Financial Risk, Real Estate, Financial Analysis, Commercial Real Estate..., Investments
Education
Penn State University 1988 — 1993
BS, Criminal Justice
Kate Cohler's Morningstar Experience June 2011 - Present
Job Director, Community Relations at Morningstar
Industry Public Relations and Communications
Experience
Morningstar June 2011 - Present
CR Group of Greater Chicago June 2012 - Present
Chicago Math and Science Academy July 2007 - June 2011
Chicago International Charter School August 2005 - August 2007
Skills
Community Outreach, Fundraising, Event Planning, Public Speaking, Social Media, Higher Education, Morningstar, Morningstar Direct, Nonprofits, Teaching, Corporate Social..., Employee Engagement, Leadership, Team Building, Program Development, Philanthropy, Media Relations
Education
Ohio University 2001 — 2002
M.Ed., Curriculum and Instruction
Ohio University 1997 — 2001
BA, Education
High School
Morningstar June 2011 - Present
CR Group of Greater Chicago June 2012 - Present
Chicago Math and Science Academy July 2007 - June 2011
Chicago International Charter School August 2005 - August 2007
Skills
Community Outreach, Fundraising, Event Planning, Public Speaking, Social Media, Higher Education, Morningstar, Morningstar Direct, Nonprofits, Teaching, Corporate Social..., Employee Engagement, Leadership, Team Building, Program Development, Philanthropy, Media Relations
Education
Ohio University 2001 — 2002
M.Ed., Curriculum and Instruction
Ohio University 1997 — 2001
BA, Education
High School
Chris Pini Chris Pini's Morningstar Experience December 2010 - August 2011
Job Senior Vice President, Sales and Business Development at MoneyMedia (a Financial Times company)
Industry Financial Services
Experience
Money-Media (a Financial Times company) April 2015 - Present
Money-Media (a Financial Times company) August 2011 - Present
Morningstar December 2010 - August 2011
Meridian-IQ May 2010 - February 2011
Financial Information Group (Discovery Database) December 2009 - May 2010
Financial Information Group (Discovery Database) September 2007 - December 2009
NYLIM May 2001 - September 2007
Lexington Management Corp 1997 - 2000
Skills
Product Management, Mutual Funds, Business Development, Product Development, Management, Business Planning, Sales, Sales Operations, CRM, Investments, Marketing, Sales Process, Sourcing, Asset Management, Salesforce.com, Financial Services, Portfolio Management
Education
Saint Peter's University 1991 — 1995
Money-Media (a Financial Times company) April 2015 - Present
Money-Media (a Financial Times company) August 2011 - Present
Morningstar December 2010 - August 2011
Meridian-IQ May 2010 - February 2011
Financial Information Group (Discovery Database) December 2009 - May 2010
Financial Information Group (Discovery Database) September 2007 - December 2009
NYLIM May 2001 - September 2007
Lexington Management Corp 1997 - 2000
Skills
Product Management, Mutual Funds, Business Development, Product Development, Management, Business Planning, Sales, Sales Operations, CRM, Investments, Marketing, Sales Process, Sourcing, Asset Management, Salesforce.com, Financial Services, Portfolio Management
Education
Saint Peter's University 1991 — 1995
Ross Foti's Morningstar Experience 2013 - 2015
Job Marketing Strategist, Advisor Solutions, at Morningstar
Industry Marketing and Advertising
Experience
Morningstar 2013 - 2015
Morningstar August 2010 - October 2013
The Chicago Network December 2009 - August 2010
Imagination Publishing July 2008 - March 2009
Imagination Publishing September 2006 - July 2008
Imagination Publishing April 2001 - September 2006
American Foundry Society November 1997 - April 2001
Nadig Newspapers September 1993 - November 1997
Skills
Social Media, Content Strategy, Email Marketing, Advertising, Strategic Communications, Editing, Content Development, Creative Direction, Marketing, Public Relations, Press Releases, Content Marketing, Copywriting, Marketing Strategy, Integrated Marketing, New Media, Web Content, Editorial, User Experience, Management, Magazines, Leadership, Facebook, Publications, Strategy, Newsletters
Education
Rutgers University-New Brunswick 1988 — 1992
BA, magna cum laude, Journalism and Communications
CFA Institute
Claritas Investment Certificate
Morningstar 2013 - 2015
Morningstar August 2010 - October 2013
The Chicago Network December 2009 - August 2010
Imagination Publishing July 2008 - March 2009
Imagination Publishing September 2006 - July 2008
Imagination Publishing April 2001 - September 2006
American Foundry Society November 1997 - April 2001
Nadig Newspapers September 1993 - November 1997
Skills
Social Media, Content Strategy, Email Marketing, Advertising, Strategic Communications, Editing, Content Development, Creative Direction, Marketing, Public Relations, Press Releases, Content Marketing, Copywriting, Marketing Strategy, Integrated Marketing, New Media, Web Content, Editorial, User Experience, Management, Magazines, Leadership, Facebook, Publications, Strategy, Newsletters
Education
Rutgers University-New Brunswick 1988 — 1992
BA, magna cum laude, Journalism and Communications
CFA Institute
Claritas Investment Certificate
John Shelbourne, CFA's Morningstar Experience January 2013 - December 2013
Job Senior Investment Analyst at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates January 2014 - Present
Morningstar January 2013 - December 2013
Morningstar Australasia Pty Ltd. February 2008 - December 2012
Morningstar December 2006 - February 2008
Great Northern Corporation June 2003 - July 2006
Education
Purdue University - Krannert School of Management 1998 — 2003
Bachelor of Science (BS), Industrial Management/Management Information Systems
Ibbotson Associates January 2014 - Present
Morningstar January 2013 - December 2013
Morningstar Australasia Pty Ltd. February 2008 - December 2012
Morningstar December 2006 - February 2008
Great Northern Corporation June 2003 - July 2006
Education
Purdue University - Krannert School of Management 1998 — 2003
Bachelor of Science (BS), Industrial Management/Management Information Systems
Amy Howe Ost, CFP® Amy Howe Ost, CFP®'s Morningstar Experience 2014 - Present
Job Senior Product Manager Financial Planning at Morningstar
Industry Financial Services
Experience
Morningstar 2014 - Present
Morningstar 2011 - 2014
Morningstar 2008 - 2011
Morningstar 2002 - 2008
Morningstar 2000 - 2002
Ibbotson Associates 1996 - 2000
Irwin Professional Publishing 1994 - 1996
College for Financial Planning 1982 - 1994
Skills
Product Management, Product Development, Financial Modeling, Enterprise Software, Personal Financial..., Specification..., Business Requirements, Personnel Management, Strategic Planning, Investments, Portfolio Management, Mutual Funds, Financial Services, Program Management, Morningstar Direct, Management
Education
Regis University 1988 — 1994
Master of Business Administration (MBA), Marketing Strategy
College for Financial Planning 1983 — 1986
CFP Professional Education Program
University of Kentucky 1978 — 1982
Bachelor's degree, English
Morningstar 2014 - Present
Morningstar 2011 - 2014
Morningstar 2008 - 2011
Morningstar 2002 - 2008
Morningstar 2000 - 2002
Ibbotson Associates 1996 - 2000
Irwin Professional Publishing 1994 - 1996
College for Financial Planning 1982 - 1994
Skills
Product Management, Product Development, Financial Modeling, Enterprise Software, Personal Financial..., Specification..., Business Requirements, Personnel Management, Strategic Planning, Investments, Portfolio Management, Mutual Funds, Financial Services, Program Management, Morningstar Direct, Management
Education
Regis University 1988 — 1994
Master of Business Administration (MBA), Marketing Strategy
College for Financial Planning 1983 — 1986
CFP Professional Education Program
University of Kentucky 1978 — 1982
Bachelor's degree, English
Christian Walther Christian Walther's Morningstar Experience 2000 - 2003
Job Manager of Portfolio Management
Industry Financial Services
Experience
Fannie Mae August 2006 - Present
MSCI Inc. 2003 - 2006
Morningstar 2000 - 2003
Bank of America 1999 - 2000
StateStreet Mortgage Corp 1997 - 1999
Kenco Insurance Agency 1995 - 1997
Skills
Capital Markets, SDLC, Business Analysis, Vendor Management, Equity Research, SQL, User Acceptance Testing, People Management, Software Project..., Product Management, Risk Management, Business Process..., Management, Requirements Analysis, PMP, Loans
Education
University of Maryland University College 2004 — 2005
Graduate Certificate, IT - Project Management
Virginia Commonwealth University 2000 — 2003
Master of Business Administration (MBA)
Old Dominion University 1990 — 1994
Bachelor's degree, Psychology
Fannie Mae August 2006 - Present
MSCI Inc. 2003 - 2006
Morningstar 2000 - 2003
Bank of America 1999 - 2000
StateStreet Mortgage Corp 1997 - 1999
Kenco Insurance Agency 1995 - 1997
Skills
Capital Markets, SDLC, Business Analysis, Vendor Management, Equity Research, SQL, User Acceptance Testing, People Management, Software Project..., Product Management, Risk Management, Business Process..., Management, Requirements Analysis, PMP, Loans
Education
University of Maryland University College 2004 — 2005
Graduate Certificate, IT - Project Management
Virginia Commonwealth University 2000 — 2003
Master of Business Administration (MBA)
Old Dominion University 1990 — 1994
Bachelor's degree, Psychology
Vanessa Cholico's Morningstar Experience January 2002 - January 2003
Job Branch Manager at PNC Bank
Industry Financial Services
Experience
PNC September 2013 - Present
JPMorgan Chase December 2005 - August 2013
Caterpillar Inc. April 2004 - December 2005
Target January 2003 - January 2004
Morningstar January 2002 - January 2003
Skills
Credit, Banking, Loans, Retail Banking, Sales, Customer Service, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Leadership, Sales Management, Coaching
Education
University of Illinois at Chicago 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Saint Xavier University 2000 — 2001
Business/Corporate Communications
PNC September 2013 - Present
JPMorgan Chase December 2005 - August 2013
Caterpillar Inc. April 2004 - December 2005
Target January 2003 - January 2004
Morningstar January 2002 - January 2003
Skills
Credit, Banking, Loans, Retail Banking, Sales, Customer Service, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Leadership, Sales Management, Coaching
Education
University of Illinois at Chicago 2001 — 2004
Bachelor of Applied Science (B.A.Sc.), Human Resources Management/Personnel Administration, General
Saint Xavier University 2000 — 2001
Business/Corporate Communications
Benjamin Van Couvering Benjamin Van Couvering's Morningstar Experience October 2009 - November 2011
Job Project Manager at NYC Housing Preservation and Development
Industry Public Policy
Experience
Union Square Partnership September 2013 - May 2014
Lott Community Development Corporation June 2013 - August 2013
Obama for America December 2011 - April 2012
Morningstar October 2009 - November 2011
Morningstar 2008 - 2010
Morningstar 2006 - 2008
Morningstar 2004 - 2006
Skills
Financial Services, Product Management, Investments, Project Management, Software Project..., Financial Analysis, Business Strategy, Mutual Funds, Business Development, Financial Modeling, Data Analysis, Program Management, New Business Development, Product Development, Asset Allocation, Equities, Market Data, SQL, Asset Managment, Competitive Analysis, Portfolio Management, GIS, Asset Management
Education
The New School 2012 — 2014
Master's Degree, Urban Policy Analysis
Oberlin College 2000 — 2004
Bachelor's degree, Economics
Fieldston 1994 — 2000
High School
Union Square Partnership September 2013 - May 2014
Lott Community Development Corporation June 2013 - August 2013
Obama for America December 2011 - April 2012
Morningstar October 2009 - November 2011
Morningstar 2008 - 2010
Morningstar 2006 - 2008
Morningstar 2004 - 2006
Skills
Financial Services, Product Management, Investments, Project Management, Software Project..., Financial Analysis, Business Strategy, Mutual Funds, Business Development, Financial Modeling, Data Analysis, Program Management, New Business Development, Product Development, Asset Allocation, Equities, Market Data, SQL, Asset Managment, Competitive Analysis, Portfolio Management, GIS, Asset Management
Education
The New School 2012 — 2014
Master's Degree, Urban Policy Analysis
Oberlin College 2000 — 2004
Bachelor's degree, Economics
Fieldston 1994 — 2000
High School
Lauren Nachazel's Morningstar Experience June 2014 - Present
Job Sales Associate, Inside Sales at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
ESPN October 2012 - June 2014
ESPN July 2011 - October 2012
EBSI Websites January 2011 - March 2011
Skills
Marketing, Outlook, Microsoft Word, Social Media, Account Management, Advertising, Marketing Communications, Customer Service, Microsoft Excel, Blogging, Facebook, Management, PowerPoint, SEO, Sales Operations, Sales Process, Social Media Marketing
Education
San Diego State University-California State University 2007 — 2011
BS, Business marketing
University of Sydney 2009 — 2009
International Marketing
Woodside High School 2004 — 2007
Notre Dame High School 2003 — 2004
Morningstar June 2014 - Present
ESPN October 2012 - June 2014
ESPN July 2011 - October 2012
EBSI Websites January 2011 - March 2011
Skills
Marketing, Outlook, Microsoft Word, Social Media, Account Management, Advertising, Marketing Communications, Customer Service, Microsoft Excel, Blogging, Facebook, Management, PowerPoint, SEO, Sales Operations, Sales Process, Social Media Marketing
Education
San Diego State University-California State University 2007 — 2011
BS, Business marketing
University of Sydney 2009 — 2009
International Marketing
Woodside High School 2004 — 2007
Notre Dame High School 2003 — 2004
Alex Puccillo Alex Puccillo's Morningstar Experience June 2000 - August 2000
Job Senior Regional Manager at SRM Business Resources
Industry Health, Wellness and Fitness
Experience
SRM Business Resources September 2009 - Present
Cardinal Fitness October 2005 - September 2009
Cardinal Fitness December 2004 - October 2005
Cardinal Fitness October 2003 - December 2004
Let it Ride Delivery, LLC December 2002 - December 2004
Financial Strategy Network, LLC May 2001 - October 2003
Wells Fargo 2001 - 2001
Morningstar June 2000 - August 2000
Skills
Sales Consulting, Team Building, Growing Businesses, Positive and Energetic..., Client Experience and..., Staff Management..., Marketing and Community..., Organizational..., Time Management, Motivational Leadership, Staff Mentoring and..., Operations Management, Customer Service..., Leadership, Staff Management, Marketing, Customer Retention, Management, Fitness, Networking, Sales Management, Training, Budgets, Customer Service, Cold Calling, Coaching, Sports, Interviews, Social Networking, Sales Operations
Education
Saint Xavier University 1997 — 2001
Bachelor of Science, Finance Cum Laude
Andrew H.S. 1993 — 1997
SRM Business Resources September 2009 - Present
Cardinal Fitness October 2005 - September 2009
Cardinal Fitness December 2004 - October 2005
Cardinal Fitness October 2003 - December 2004
Let it Ride Delivery, LLC December 2002 - December 2004
Financial Strategy Network, LLC May 2001 - October 2003
Wells Fargo 2001 - 2001
Morningstar June 2000 - August 2000
Skills
Sales Consulting, Team Building, Growing Businesses, Positive and Energetic..., Client Experience and..., Staff Management..., Marketing and Community..., Organizational..., Time Management, Motivational Leadership, Staff Mentoring and..., Operations Management, Customer Service..., Leadership, Staff Management, Marketing, Customer Retention, Management, Fitness, Networking, Sales Management, Training, Budgets, Customer Service, Cold Calling, Coaching, Sports, Interviews, Social Networking, Sales Operations
Education
Saint Xavier University 1997 — 2001
Bachelor of Science, Finance Cum Laude
Andrew H.S. 1993 — 1997
Jason Moy's Morningstar Experience November 2014 - December 2014
Job Support Engineer Contractor
Industry Information Technology and Services
Experience
United Airlines September 2015 - Present
Morningstar November 2014 - December 2014
Davis Polk & Wardwell LLP October 2013 - May 2014
JPMorgan Chase & Co. September 2010 - October 2013
NYU Langone Medical Center July 2013 - September 2013
NYU School of Law February 2011 - December 2012
AllianceBernstein January 2011 - April 2011
Stellar Services October 2005 - February 2008
Skills
Troubleshooting, Computer Hardware, Hardware, Desktop Support, Operating Systems, Windows, Outlook, Lotus Notes, Blackberry, RSA SecurID, MS Office Suite, VDI, Active Directory, Windows 7, Novell, Blackberry Enterprise..., Atlassian JIRA, Dameware, Peregrine, Deep Freeze, Break Fix, Process Improvement, IT Strategy, Customer Service, Technical Support, FrontRange IT Service..., Matlab, Cisco Jabber Technology, Cisco WebEx, Cisco Unified Presence, Cisco Unified Personal..., Citrix, Infrastructure, Windows XP, System Deployment, Help Desk Support, FrontRange HEAT, FrontRange, Information Systems, Epic Systems, Microsoft Office
Education
Queens College 2001 — 2004
Accounting, Business, Computer Science, Psychology
Newtown High School 1997 — 2001
Regents Endorsement with Merit, Business Education
United Airlines September 2015 - Present
Morningstar November 2014 - December 2014
Davis Polk & Wardwell LLP October 2013 - May 2014
JPMorgan Chase & Co. September 2010 - October 2013
NYU Langone Medical Center July 2013 - September 2013
NYU School of Law February 2011 - December 2012
AllianceBernstein January 2011 - April 2011
Stellar Services October 2005 - February 2008
Skills
Troubleshooting, Computer Hardware, Hardware, Desktop Support, Operating Systems, Windows, Outlook, Lotus Notes, Blackberry, RSA SecurID, MS Office Suite, VDI, Active Directory, Windows 7, Novell, Blackberry Enterprise..., Atlassian JIRA, Dameware, Peregrine, Deep Freeze, Break Fix, Process Improvement, IT Strategy, Customer Service, Technical Support, FrontRange IT Service..., Matlab, Cisco Jabber Technology, Cisco WebEx, Cisco Unified Presence, Cisco Unified Personal..., Citrix, Infrastructure, Windows XP, System Deployment, Help Desk Support, FrontRange HEAT, FrontRange, Information Systems, Epic Systems, Microsoft Office
Education
Queens College 2001 — 2004
Accounting, Business, Computer Science, Psychology
Newtown High School 1997 — 2001
Regents Endorsement with Merit, Business Education
Bruce Hoover Bruce Hoover's Morningstar Experience April 2015 - Present
Job Deskside Support Technician at Morgan Stanley Wealth Management
Industry Computer Networking
Experience
Morningstar April 2015 - Present
Morgan Stanley Wealth Management April 2014 - April 2015
Royal Management Corporation October 2013 - April 2014
Northern Trust October 2012 - March 2013
Ann and Robert H. Lurie Children's Hospital of Chicago February 2012 - June 2012
Robert Morris University July 2009 - September 2010
InnoGames May 2010 - July 2010
Geek Squad September 2009 - February 2010
United States Navy August 2004 - August 2009
Skills
Computer Hardware, Troubleshooting, Software Installation, Networking, HTML, XP, Help Desk Support, Computer Repair, Wireless Networking, Active Directory
Education
Robert Morris College 2012 — 2013
MIS/Masters Degree, Management Information Systems, General
Robert Morris College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Networking
Morningstar April 2015 - Present
Morgan Stanley Wealth Management April 2014 - April 2015
Royal Management Corporation October 2013 - April 2014
Northern Trust October 2012 - March 2013
Ann and Robert H. Lurie Children's Hospital of Chicago February 2012 - June 2012
Robert Morris University July 2009 - September 2010
InnoGames May 2010 - July 2010
Geek Squad September 2009 - February 2010
United States Navy August 2004 - August 2009
Skills
Computer Hardware, Troubleshooting, Software Installation, Networking, HTML, XP, Help Desk Support, Computer Repair, Wireless Networking, Active Directory
Education
Robert Morris College 2012 — 2013
MIS/Masters Degree, Management Information Systems, General
Robert Morris College 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Computer Networking
Teddy Griffin Teddy Griffin's Morningstar Experience November 2014 - January 2015
Job Solutions Consultant at Narrative Science
Industry Financial Services
Experience
Narrative Science January 2015 - Present
Morningstar November 2014 - January 2015
Morningstar June 2013 - November 2014
Thomson Reuters July 2011 - September 2011
Education
Quinlan School of Business, Loyola University of Chicago 2011 — 2013
Masters of Business Administration, Finance, General
University of Michigan 2009 — 2011
Bachelor of Arts, Economics
Narrative Science January 2015 - Present
Morningstar November 2014 - January 2015
Morningstar June 2013 - November 2014
Thomson Reuters July 2011 - September 2011
Education
Quinlan School of Business, Loyola University of Chicago 2011 — 2013
Masters of Business Administration, Finance, General
University of Michigan 2009 — 2011
Bachelor of Arts, Economics
Andrew Lee Andrew Lee's Morningstar Experience January 2011 - June 2012
Job Senior UI Developer, Accessibility at LinkedIn
Industry Internet
Experience
LinkedIn October 2014 - Present
Andrew Lee Art May 2004 - Present
LinkedIn May 2014 - October 2014
LinkedIn July 2012 - May 2014
Morningstar January 2011 - June 2012
Sears Holdings Corporation September 2010 - January 2011
Sears Holdings Management Corporation February 2009 - September 2010
Office Designs August 2007 - February 2009
Tripp Lite February 2007 - June 2007
Manning Productions, Inc. August 2006 - November 2006
Skills
User Experience, HTML 5, CSS, JavaScript, jQuery, User Interface Design, Front-end, XHTML, Photoshop, CMS, CSS3, Illustrator, JSON, MySQL, User Interface, AJAX, E-commerce, Wireframes, InDesign, Backbone.js, Cross-browser..., OOP, Web Applications, Interaction Design, Java, SASS, Information Architecture, Web Development, SCSS, Accessibility, Agile Methodologies, Node.js, Mobile Web, Compass, Unix, Mobile Internet, Git, Logo Design, Email Marketing, Visual Design, WordPress, JSP, ARIA, Design Patterns, Objective-C, iOS, HTML5
Education
Ringling School of Art and Design 2002 — 2006
Bachelor of Fine Arts, Illustration
St. Petersburg College 1999 — 2002
Associate of Arts, Fine Arts
LinkedIn October 2014 - Present
Andrew Lee Art May 2004 - Present
LinkedIn May 2014 - October 2014
LinkedIn July 2012 - May 2014
Morningstar January 2011 - June 2012
Sears Holdings Corporation September 2010 - January 2011
Sears Holdings Management Corporation February 2009 - September 2010
Office Designs August 2007 - February 2009
Tripp Lite February 2007 - June 2007
Manning Productions, Inc. August 2006 - November 2006
Skills
User Experience, HTML 5, CSS, JavaScript, jQuery, User Interface Design, Front-end, XHTML, Photoshop, CMS, CSS3, Illustrator, JSON, MySQL, User Interface, AJAX, E-commerce, Wireframes, InDesign, Backbone.js, Cross-browser..., OOP, Web Applications, Interaction Design, Java, SASS, Information Architecture, Web Development, SCSS, Accessibility, Agile Methodologies, Node.js, Mobile Web, Compass, Unix, Mobile Internet, Git, Logo Design, Email Marketing, Visual Design, WordPress, JSP, ARIA, Design Patterns, Objective-C, iOS, HTML5
Education
Ringling School of Art and Design 2002 — 2006
Bachelor of Fine Arts, Illustration
St. Petersburg College 1999 — 2002
Associate of Arts, Fine Arts
Benny Wong's Morningstar Experience May 2006 - August 2006
Job Principal Android Engineer at Fitbit
Industry Telecommunications
Experience
Fitbit July 2014 - Present
Samsung Research Labs March 2011 - June 2014
Motorola Mobile Devices June 2007 - March 2011
Purdue University August 2005 - May 2007
Morningstar May 2006 - August 2006
Purdue University January 2004 - December 2005
Skills
Java - 5/10, C++ - 4/10, C - 4/10, Android Application..., Android Framework, Mobile Applications, Multimedia, Android Development, Android, Java, C++, C, Software Engineering, Debugging, Mobile Devices, Agile Methodologies, Scrum, Objective-C, Testing
Education
Purdue University 2005 — 2007
MS, Computer Engineering
Purdue University 2003 — 2005
BS, Electrical and Computer Engineering
Fitbit July 2014 - Present
Samsung Research Labs March 2011 - June 2014
Motorola Mobile Devices June 2007 - March 2011
Purdue University August 2005 - May 2007
Morningstar May 2006 - August 2006
Purdue University January 2004 - December 2005
Skills
Java - 5/10, C++ - 4/10, C - 4/10, Android Application..., Android Framework, Mobile Applications, Multimedia, Android Development, Android, Java, C++, C, Software Engineering, Debugging, Mobile Devices, Agile Methodologies, Scrum, Objective-C, Testing
Education
Purdue University 2005 — 2007
MS, Computer Engineering
Purdue University 2003 — 2005
BS, Electrical and Computer Engineering
Bradley Melody's Morningstar Experience April 2014 - Present
Job Storage Engineer at Morningstar
Industry Information Technology and Services
Experience
Morningstar April 2014 - Present
Claire's Accessories October 2010 - April 2014
Claire's Accessories - Consulting February 2006 - August 2010
Skills
Network Administration, Active Directory, Windows Server, Backup Exec, Wireless Networking, System Administration, Windows Server 2008, Windows Server 2003, Cisco Catalyst Switches, Cisco Security, Cisco UCS, NetApp Filers, VMware vSphere 5, VMware vSphere 4, HP Proliant Servers, Juniper Firewalls, SSL VPN, RSA SecurID, Symantec Endpoint..., AutoIt, Tandberg, DNS, DHCP, RADIUS, Project Planning, PCI DSS, SOX, Solarwinds, Blackberry Enterprise..., Splunk, System Architecture, Project Management, Microsoft SQL Server, SAN, Windows XP Pro, Windows 7, VMware vSphere, VPN, vSphere, Juniper Technologies, Windows XP, Juniper
Education
Saint Xavier University 1999 — 2003
Bachelor's Degree, Computer Science
Morningstar April 2014 - Present
Claire's Accessories October 2010 - April 2014
Claire's Accessories - Consulting February 2006 - August 2010
Skills
Network Administration, Active Directory, Windows Server, Backup Exec, Wireless Networking, System Administration, Windows Server 2008, Windows Server 2003, Cisco Catalyst Switches, Cisco Security, Cisco UCS, NetApp Filers, VMware vSphere 5, VMware vSphere 4, HP Proliant Servers, Juniper Firewalls, SSL VPN, RSA SecurID, Symantec Endpoint..., AutoIt, Tandberg, DNS, DHCP, RADIUS, Project Planning, PCI DSS, SOX, Solarwinds, Blackberry Enterprise..., Splunk, System Architecture, Project Management, Microsoft SQL Server, SAN, Windows XP Pro, Windows 7, VMware vSphere, VPN, vSphere, Juniper Technologies, Windows XP, Juniper
Education
Saint Xavier University 1999 — 2003
Bachelor's Degree, Computer Science
Matt Viox, CFA, MBA Matt Viox, CFA, MBA's Morningstar Experience July 2013 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar January 2012 - July 2013
AAdvantage Insurance Group, LLC November 2009 - January 2012
Farmers Insurance February 2007 - November 2009
Anheuser-Busch March 2005 - May 2006
Anheuser-Busch September 2002 - March 2005
Skills
Sales Management, Sales Support, Direct Sales, Sales, Cold Calling, Account Management, New Business Development, Salesforce.com, Insurance, Marketing, Competitive Analysis, Marketing Strategy, Strategic Planning, Underwriting, Business Development, Sales Presentations, Investments, Financial Analysis, Forecasting, Contract Negotiation, Sales Process, Negotiation, Market Analysis, Product Development, Market Planning, Sales Operations
Education
Oklahoma State University 2003 — 2006
MBA, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelors Degree, Marketing
Morningstar July 2013 - Present
Morningstar January 2012 - July 2013
AAdvantage Insurance Group, LLC November 2009 - January 2012
Farmers Insurance February 2007 - November 2009
Anheuser-Busch March 2005 - May 2006
Anheuser-Busch September 2002 - March 2005
Skills
Sales Management, Sales Support, Direct Sales, Sales, Cold Calling, Account Management, New Business Development, Salesforce.com, Insurance, Marketing, Competitive Analysis, Marketing Strategy, Strategic Planning, Underwriting, Business Development, Sales Presentations, Investments, Financial Analysis, Forecasting, Contract Negotiation, Sales Process, Negotiation, Market Analysis, Product Development, Market Planning, Sales Operations
Education
Oklahoma State University 2003 — 2006
MBA, Business Administration
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelors Degree, Marketing
Gautam Polavarapu's Morningstar Experience March 2014 - Present
Job Data Modeler
Industry Information Technology and Services
Experience
Morningstar March 2014 - Present
The Nielsen Company September 2011 - March 2014
Accenture Technology Solutions July 2005 - September 2011
Accenture July 2005 - September 2011
RR Donnelley October 2008 - January 2010
Shire Pharmaceuticals June 2008 - October 2008
Newmont Mining Corporation January 2006 - April 2007
Amdocs July 2000 - May 2001
Skills
Data Warehousing, Requirements Analysis, ETL, Informatica, Testing, Data Migration, Erwin, Business Intelligence, SDLC, Data Modeling, PL/SQL, Oracle, Enterprise Architecture, Business Analysis, Data Integration, Master Data Management, SQL, Software Project..., Solution Architecture, Data Warehouse..., Agile Methodologies, Unix, Management, Architecture, Requirements Gathering, Systems Analysis, Databases, Performance Tuning, Microsoft SQL Server, Integration, Data Architecture, Software Development, Datastage, SharePoint, Dimensional Modeling, Unix Shell Scripting, Data Quality, CRM, SOA
Education
Parkland College 1998 — 2000
Associates, Computer Science
Hyderabad Public School 1992 — 1996
Morningstar March 2014 - Present
The Nielsen Company September 2011 - March 2014
Accenture Technology Solutions July 2005 - September 2011
Accenture July 2005 - September 2011
RR Donnelley October 2008 - January 2010
Shire Pharmaceuticals June 2008 - October 2008
Newmont Mining Corporation January 2006 - April 2007
Amdocs July 2000 - May 2001
Skills
Data Warehousing, Requirements Analysis, ETL, Informatica, Testing, Data Migration, Erwin, Business Intelligence, SDLC, Data Modeling, PL/SQL, Oracle, Enterprise Architecture, Business Analysis, Data Integration, Master Data Management, SQL, Software Project..., Solution Architecture, Data Warehouse..., Agile Methodologies, Unix, Management, Architecture, Requirements Gathering, Systems Analysis, Databases, Performance Tuning, Microsoft SQL Server, Integration, Data Architecture, Software Development, Datastage, SharePoint, Dimensional Modeling, Unix Shell Scripting, Data Quality, CRM, SOA
Education
Parkland College 1998 — 2000
Associates, Computer Science
Hyderabad Public School 1992 — 1996
Kyle Vinson Kyle Vinson's Morningstar Experience July 2003 - August 2004
Job Career Services Shorewest Realtors
Industry Real Estate
Experience
Shorewest Realtors August 2011 - Present
Apartment People March 2005 - August 2011
Morningstar July 2003 - August 2004
Skills
Real Estate, Investment Properties, Foreclosures, First Time Home Buyers, Sellers, Relocation, Career Counseling, Career Development, Condos, Sales, Recruiting, Customer Service, Selling, Marketing
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelors, Business Administration/Marketing
Parkland College
Associate's degree, Business Adminitration
Shorewest Realtors August 2011 - Present
Apartment People March 2005 - August 2011
Morningstar July 2003 - August 2004
Skills
Real Estate, Investment Properties, Foreclosures, First Time Home Buyers, Sellers, Relocation, Career Counseling, Career Development, Condos, Sales, Recruiting, Customer Service, Selling, Marketing
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelors, Business Administration/Marketing
Parkland College
Associate's degree, Business Adminitration
Sumita Ghosh Sumita Ghosh's Morningstar Experience 2003 - 2010
Job Marketing Manager Swingline
Industry Marketing and Advertising
Experience
ACCO Brands 2015 - Present
ACCO Brands 2014 - 2015
PepsiCo 2013 - 2014
PepsiCo 2011 - 2013
Kimberly-Clark 2010 - 2011
Morningstar 2003 - 2010
Skills
IRI, AC Nielsen, Microsoft Office, Cross-functional Team..., Customer Insight, Consumer Products, Product Innovation, Nielsen, Competitive Analysis, Segmentation, Marketing, Brand Equity, Program Management, Brand Management, Forecasting, Email Marketing, Management, Market Research, Market Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Strategy
Ohio Wesleyan University 1999 — 2003
Bachelor of Science, Economics and Finance
Kodaikanal International School 1997 — 1999
High School, Business/Managerial Economics
ACCO Brands 2015 - Present
ACCO Brands 2014 - 2015
PepsiCo 2013 - 2014
PepsiCo 2011 - 2013
Kimberly-Clark 2010 - 2011
Morningstar 2003 - 2010
Skills
IRI, AC Nielsen, Microsoft Office, Cross-functional Team..., Customer Insight, Consumer Products, Product Innovation, Nielsen, Competitive Analysis, Segmentation, Marketing, Brand Equity, Program Management, Brand Management, Forecasting, Email Marketing, Management, Market Research, Market Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Strategy
Ohio Wesleyan University 1999 — 2003
Bachelor of Science, Economics and Finance
Kodaikanal International School 1997 — 1999
High School, Business/Managerial Economics
Ashwin Mohan's Morningstar Experience July 2010 - June 2014
Job Software Engineer at Microsoft
Industry Computer Software
Experience
Microsoft July 2014 - Present
Morningstar July 2010 - June 2014
Purdue University August 2008 - May 2010
Skills
JavaScript, Java, C#, Databases, Visual Basic, SQL, Play Framework, ASP.NET MVC, Node.js, C++, Web Services, C/C++ STL, Data Structures, Vertica, Microsoft SQL Server, Eclipse, NetBeans, Google Test Framework, WPF Development, ASP.NET, MongoDB, VAST/VPAID, Chrome Extensions, Firebug, JAXB, IIS, SOAP, REST, ISAPI, Maven, Jenkins, Git, Tortoise SVN, jQuery, AJAX, XSLT, XSL, Print Ads, Banner Ads, WCF Services, OAuth, Akka, Python, C
Education
Purdue University 2008 — 2010
Master of Science, Technology, Information Security
DA-IICT 2004 — 2008
Bachelor of Technology, Information Technology, Communication Technology
Microsoft July 2014 - Present
Morningstar July 2010 - June 2014
Purdue University August 2008 - May 2010
Skills
JavaScript, Java, C#, Databases, Visual Basic, SQL, Play Framework, ASP.NET MVC, Node.js, C++, Web Services, C/C++ STL, Data Structures, Vertica, Microsoft SQL Server, Eclipse, NetBeans, Google Test Framework, WPF Development, ASP.NET, MongoDB, VAST/VPAID, Chrome Extensions, Firebug, JAXB, IIS, SOAP, REST, ISAPI, Maven, Jenkins, Git, Tortoise SVN, jQuery, AJAX, XSLT, XSL, Print Ads, Banner Ads, WCF Services, OAuth, Akka, Python, C
Education
Purdue University 2008 — 2010
Master of Science, Technology, Information Security
DA-IICT 2004 — 2008
Bachelor of Technology, Information Technology, Communication Technology
Dina Dreifuerst Dina Dreifuerst's Morningstar Experience August 2009 - May 2014
Job Principal Researcher at Westbank Research
Industry Research
Experience
Westbank Research March 2015 - Present
Morningstar August 2009 - May 2014
Bracewell & Giuliani August 2007 - August 2009
AALL Committee on Relations with Information Vendors (CRIV) August 2007 - July 2009
Jones McClure Publishing March 2003 - August 2007
Clements, O'Neill, Pierce & Nickens January 1995 - August 2002
Skills
Collection Development, Research, Training & Development, Software Training, Online Training, Library Management, Copy Editing, Litigation Support, Legal Research, Budget Management, Vendor Relations, Client Relationship..., Product Marketing, Budgets, Hands-on Training, E-Learning, Online Research, Information Management, Information Literacy, Contract Negotiation, Electronic Resources, Library Science, Training, Library, Knowledge Management, Community Outreach, Employee Training, CRM, Westlaw, Management, Public Speaking, Editing, Library Research, Library Instruction, Libraries
Education
The University of Texas at Austin 1993 — 1995
Masters, Library & Information Sciences
Rice University 1986 — 1990
B.A., Legal Studies
Westlake High 1982 — 1986
Westbank Research March 2015 - Present
Morningstar August 2009 - May 2014
Bracewell & Giuliani August 2007 - August 2009
AALL Committee on Relations with Information Vendors (CRIV) August 2007 - July 2009
Jones McClure Publishing March 2003 - August 2007
Clements, O'Neill, Pierce & Nickens January 1995 - August 2002
Skills
Collection Development, Research, Training & Development, Software Training, Online Training, Library Management, Copy Editing, Litigation Support, Legal Research, Budget Management, Vendor Relations, Client Relationship..., Product Marketing, Budgets, Hands-on Training, E-Learning, Online Research, Information Management, Information Literacy, Contract Negotiation, Electronic Resources, Library Science, Training, Library, Knowledge Management, Community Outreach, Employee Training, CRM, Westlaw, Management, Public Speaking, Editing, Library Research, Library Instruction, Libraries
Education
The University of Texas at Austin 1993 — 1995
Masters, Library & Information Sciences
Rice University 1986 — 1990
B.A., Legal Studies
Westlake High 1982 — 1986
David Qin David Qin's Morningstar Experience June 2007 - August 2007
Job Quantitative Developer at Charlesworth Research
Industry Investment Banking
Experience
Charlesworth Research August 2015 - Present
Bank of America July 2009 - July 2015
State Farm Insurance September 2008 - May 2009
Morningstar June 2007 - August 2007
Skills
Software Development, Derivatives, VBA, Financial Modeling, Data Analysis, Python, Java, .NET, Oracle, SQL, Unix, Actuate Reporting, Grid Computing, C++, Microsoft Office, Research, HTML, C, Databases, SDLC, Matlab, Agile Methodologies, Software Engineering
Education
Oakton Community College 2011 — 2012
Certificate, Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors of Engineering, Computer Science with Statistics Minor
Charlesworth Research August 2015 - Present
Bank of America July 2009 - July 2015
State Farm Insurance September 2008 - May 2009
Morningstar June 2007 - August 2007
Skills
Software Development, Derivatives, VBA, Financial Modeling, Data Analysis, Python, Java, .NET, Oracle, SQL, Unix, Actuate Reporting, Grid Computing, C++, Microsoft Office, Research, HTML, C, Databases, SDLC, Matlab, Agile Methodologies, Software Engineering
Education
Oakton Community College 2011 — 2012
Certificate, Accounting
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelors of Engineering, Computer Science with Statistics Minor
Justin Fuller, CFA's Morningstar Experience 2004 - 2008
Job
Industry Investment Management
Experience
Fitch, Inc. 2010 - Present
Midway Capital Research & Management, LLC 2008 - 2010
Buffettologist.com 2008 - 2010
Morningstar 2004 - 2008
Symphony Asset Management January 2001 - June 2003
Barclays Global Investors October 1998 - January 2000
Skills
Research, Valuation, Portfolio Management, Capital Markets, Fixed Income, Business Development, Hedge Funds, Equities, Analysis, Leadership, Alternative Investments, Asset Managment, Investments, Investment Strategies, Investment Management, Financial Modeling, Economics, Financial Services, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Private Equity
Education
Columbia University 2007 — 2007
Executive Education, Investing
University of Notre Dame 2002 — 2004
MBA
Santa Clara University 1994 — 1998
BS, Economics
Burlingame High School
Fitch, Inc. 2010 - Present
Midway Capital Research & Management, LLC 2008 - 2010
Buffettologist.com 2008 - 2010
Morningstar 2004 - 2008
Symphony Asset Management January 2001 - June 2003
Barclays Global Investors October 1998 - January 2000
Skills
Research, Valuation, Portfolio Management, Capital Markets, Fixed Income, Business Development, Hedge Funds, Equities, Analysis, Leadership, Alternative Investments, Asset Managment, Investments, Investment Strategies, Investment Management, Financial Modeling, Economics, Financial Services, Equity Research, Financial Analysis, Asset Management, Asset Allocation, Private Equity
Education
Columbia University 2007 — 2007
Executive Education, Investing
University of Notre Dame 2002 — 2004
MBA
Santa Clara University 1994 — 1998
BS, Economics
Burlingame High School
Peter Hammond's Morningstar Experience June 2014 - Present
Job
Industry Financial Services
Experience
Morningstar June 2014 - Present
Skills
Equities, Financial Modeling, Capital Markets, Investment Banking, Program Management, Liquidity Risk, Project Management, Change Management, Financial Accounting, Trading, Mergers & Acquisitions, Business Analysis, Portfolio Management, FX Options, Derivatives, Management, Electronic Trading, Business Valuation, Finance, Equity Derivatives, Strategy, Currency, Commodity, Risk Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Accounting with Special Attainment in Commerce
Morningstar June 2014 - Present
Skills
Equities, Financial Modeling, Capital Markets, Investment Banking, Program Management, Liquidity Risk, Project Management, Change Management, Financial Accounting, Trading, Mergers & Acquisitions, Business Analysis, Portfolio Management, FX Options, Derivatives, Management, Electronic Trading, Business Valuation, Finance, Equity Derivatives, Strategy, Currency, Commodity, Risk Management
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Washington and Lee University 1992 — 1997
Bachelor of Science (B.S.), Business Administration and Accounting with Special Attainment in Commerce
Katie Voss's Morningstar Experience February 2010 - July 2010
Job
Industry Music
Experience
Self Employed July 2010 - Present
Dolce Strings October 2005 - Present
Morningstar February 2010 - July 2010
Morningstar May 2007 - February 2010
Rhythm Cafe September 2005 - April 2006
Skills
Entertainment, Event Planning, Social Media, Event Management, Music, Social Media Marketing, Editing, Marketing, Public Speaking, Public Relations, PowerPoint, Sales, Teaching, Microsoft Office, Customer Service
Education
Columbia College Chicago 2004 — 2006
Masters of Arts Management
Roosevelt University 1998 — 2002
Bachelor of Music
Mother McAuley High School 1994 — 1998
Self Employed July 2010 - Present
Dolce Strings October 2005 - Present
Morningstar February 2010 - July 2010
Morningstar May 2007 - February 2010
Rhythm Cafe September 2005 - April 2006
Skills
Entertainment, Event Planning, Social Media, Event Management, Music, Social Media Marketing, Editing, Marketing, Public Speaking, Public Relations, PowerPoint, Sales, Teaching, Microsoft Office, Customer Service
Education
Columbia College Chicago 2004 — 2006
Masters of Arts Management
Roosevelt University 1998 — 2002
Bachelor of Music
Mother McAuley High School 1994 — 1998
Ajay Manglani's Morningstar Experience 2009 - 2011
Job Founder & CEO at CogentPoint
Industry Management Consulting
Experience
CogentPoint Inc. 2015 - Present
IBM 2011 - 2015
Value-Based Pricing Company 2013 - 2014
Morningstar 2009 - 2011
KPMG LLP 2008 - 2009
Oracle, Deloitte 2003 - 2008
Skills
Entrepreneurship, Strategy, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Management, Pricing Strategy, Asset Managment, Mergers, Capital Markets, Investment Management, Mutual Funds, Business Strategy, Finance, Asset Management, Start-ups, Business Development, Management Consulting, Business Planning, Risk Management, Governance, Digital Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration with Honors, XP82
Stanford University
Venture Lab Courses, Technology Entrepreneurship
Rani Durgavati Vishwavidyalaya
Bachelor of Engineering (B.E.), Computer Science
CogentPoint Inc. 2015 - Present
IBM 2011 - 2015
Value-Based Pricing Company 2013 - 2014
Morningstar 2009 - 2011
KPMG LLP 2008 - 2009
Oracle, Deloitte 2003 - 2008
Skills
Entrepreneurship, Strategy, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Management, Pricing Strategy, Asset Managment, Mergers, Capital Markets, Investment Management, Mutual Funds, Business Strategy, Finance, Asset Management, Start-ups, Business Development, Management Consulting, Business Planning, Risk Management, Governance, Digital Strategy
Education
The University of Chicago - Booth School of Business
Master of Business Administration with Honors, XP82
Stanford University
Venture Lab Courses, Technology Entrepreneurship
Rani Durgavati Vishwavidyalaya
Bachelor of Engineering (B.E.), Computer Science
Kurt Marquis's Morningstar Experience April 2015 - Present
Job
Industry Financial Services
Experience
Morningstar April 2015 - Present
Skills
Equities, Morningstar Direct, Financial Modeling, Alternative Investments, Bloomberg, Project Management, Financial Analysis, Financial Services, Asset Management, Data Analysis, Risk Management
Education
Purdue University 2001 — 2005
Purdue University
Morningstar April 2015 - Present
Skills
Equities, Morningstar Direct, Financial Modeling, Alternative Investments, Bloomberg, Project Management, Financial Analysis, Financial Services, Asset Management, Data Analysis, Risk Management
Education
Purdue University 2001 — 2005
Purdue University
Nadine Pizarro's Morningstar Experience August 2011 - Present
Job Director of Marketing at Morningstar
Industry Financial Services
Experience
Morningstar August 2011 - Present
Morningstar Associates August 2008 - February 2012
Morningstar Associates March 2005 - August 2008
Morningstar Associates November 2003 - March 2005
Accenture September 2002 - November 2003
Accenture September 2000 - August 2002
Skills
Product Marketing, Product Management, Strategy, B2B, Program Management, Marketing, Management, Project Management, Strategic Planning, Analysis, Financial Services, Predictive Analytics, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Integrated Marketing, Retirement Solutions
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Masters, Business Administration; Marketing and Strategic Management
University of Illinois Urbana-Champaign, College of Commerce
Business Administration, Bachelor of Science, Marketing
Morningstar August 2011 - Present
Morningstar Associates August 2008 - February 2012
Morningstar Associates March 2005 - August 2008
Morningstar Associates November 2003 - March 2005
Accenture September 2002 - November 2003
Accenture September 2000 - August 2002
Skills
Product Marketing, Product Management, Strategy, B2B, Program Management, Marketing, Management, Project Management, Strategic Planning, Analysis, Financial Services, Predictive Analytics, Social Media Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Integrated Marketing, Retirement Solutions
Education
Northwestern University - Kellogg School of Management 2005 — 2008
Masters, Business Administration; Marketing and Strategic Management
University of Illinois Urbana-Champaign, College of Commerce
Business Administration, Bachelor of Science, Marketing
William Noble's Morningstar Experience 1997 - 2000
Job Technical Strategist at Goldman Sachs (Consultant)
Industry Financial Services
Experience
Goldman Sachs May 2004 - Present
Morgan Stanley 2000 - 2004
Morningstar 1997 - 2000
J.P. Morgan 1991 - 1991
Skills
Equities, Fixed Income, Capital Markets, Equity Research, Emerging Markets, Equity Derivatives, Technical Analysis, Data Mining, Hedge Funds, Macro Economics, Gann Analysis, Foreign Exchange, Presenting to Clients, Writing Daily Reports, Market Data, Financial Forecasting, Trading Strategies, Trading Systems, Bonds, Financial Markets, Equity Trading, Gann Angles, Natural Squares..., Cycles, Electronic Trading, Proprietary Trading, Commodity, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA), Executive MBA.
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), Economics
Goldman Sachs May 2004 - Present
Morgan Stanley 2000 - 2004
Morningstar 1997 - 2000
J.P. Morgan 1991 - 1991
Skills
Equities, Fixed Income, Capital Markets, Equity Research, Emerging Markets, Equity Derivatives, Technical Analysis, Data Mining, Hedge Funds, Macro Economics, Gann Analysis, Foreign Exchange, Presenting to Clients, Writing Daily Reports, Market Data, Financial Forecasting, Trading Strategies, Trading Systems, Bonds, Financial Markets, Equity Trading, Gann Angles, Natural Squares..., Cycles, Electronic Trading, Proprietary Trading, Commodity, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA), Executive MBA.
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), Economics
Doug Naegelen's Morningstar Experience April 1998 - June 2007
Job Client Success Director at MaritzCX
Industry Market Research
Experience
MaritzCX March 2015 - Present
Maritz Research July 2008 - February 2015
Maritz Research July 2007 - July 2008
Morningstar April 1998 - June 2007
Sears Roebuck & Co November 1993 - May 1998
M/A/R/C March 1991 - November 1993
Skills
Customer Experience, Market Research, Survey Design, Segmentation, Quantitative Research, Customer Insight, Primary Research, Marketing Research, Survey Research, Analytics, Consumer Behaviour, Customer Satisfaction, Competitive Intelligence, Questionnaire Design, Advertising Research, Focus Groups, Qualitative Research, Multivariate Statistics, SPSS, Customer Experience..., Customer Experience...
Education
University of Illinois at Chicago 1990 — 1992
MBA, Finance, Information Systems
Rensselaer Polytechnic Institute 1983 — 1987
BS, Biomedical Engineering
MaritzCX March 2015 - Present
Maritz Research July 2008 - February 2015
Maritz Research July 2007 - July 2008
Morningstar April 1998 - June 2007
Sears Roebuck & Co November 1993 - May 1998
M/A/R/C March 1991 - November 1993
Skills
Customer Experience, Market Research, Survey Design, Segmentation, Quantitative Research, Customer Insight, Primary Research, Marketing Research, Survey Research, Analytics, Consumer Behaviour, Customer Satisfaction, Competitive Intelligence, Questionnaire Design, Advertising Research, Focus Groups, Qualitative Research, Multivariate Statistics, SPSS, Customer Experience..., Customer Experience...
Education
University of Illinois at Chicago 1990 — 1992
MBA, Finance, Information Systems
Rensselaer Polytechnic Institute 1983 — 1987
BS, Biomedical Engineering
Lisa DeRyke's Morningstar Experience June 1993 - June 2000
Job Independent Publishing Professional
Industry Publishing
Experience
Morningstar June 1993 - June 2000
Education
Purdue University 1986 — 1990
Morningstar June 1993 - June 2000
Education
Purdue University 1986 — 1990
Stephen Weinberg's Morningstar Experience October 2014 - Present
Job Technology Manager at Morningstar
Industry Internet
Experience
Morningstar October 2014 - Present
Morningstar June 2012 - October 2014
Morningstar September 2011 - June 2012
New York Philharmonic September 2000 - September 2011
Bridge to Music January 2007 - June 2010
Recursive Consulting February 2006 - December 2008
Chicago Public Radio 2007 - 2007
Market ADvantage September 1997 - August 2000
Skills
Microsoft SQL Server, MySQL, PHP, ColdFusion, ASP.NET, HTML, CSS, Drupal, Database Design, User Experience, Databases, Wordpress, SQL, jQuery, JavaScript, Web Development, Content Management, Access, Project Management, SDLC, MS Reporting Services, MS Integration Services, Full SDLC, ASP, ASP.NET MVC, WordPress, Morningstar Direct, Agile Methodologies, XML, CMS, .NET, SSRS, Information Architecture, Software Development, Software Project..., Web Services, Scrum, Database Administration, Consulting, Management, Leadership, Strategy, Business Analysis, Public Speaking, Web Applications, Project Planning
Education
Oberlin College 1992 — 1996
BA, East Asian Studies (Chinese) & Focus in Mathematics
Belfast Area High School 1988 — 1992
High School Diploma
Morningstar October 2014 - Present
Morningstar June 2012 - October 2014
Morningstar September 2011 - June 2012
New York Philharmonic September 2000 - September 2011
Bridge to Music January 2007 - June 2010
Recursive Consulting February 2006 - December 2008
Chicago Public Radio 2007 - 2007
Market ADvantage September 1997 - August 2000
Skills
Microsoft SQL Server, MySQL, PHP, ColdFusion, ASP.NET, HTML, CSS, Drupal, Database Design, User Experience, Databases, Wordpress, SQL, jQuery, JavaScript, Web Development, Content Management, Access, Project Management, SDLC, MS Reporting Services, MS Integration Services, Full SDLC, ASP, ASP.NET MVC, WordPress, Morningstar Direct, Agile Methodologies, XML, CMS, .NET, SSRS, Information Architecture, Software Development, Software Project..., Web Services, Scrum, Database Administration, Consulting, Management, Leadership, Strategy, Business Analysis, Public Speaking, Web Applications, Project Planning
Education
Oberlin College 1992 — 1996
BA, East Asian Studies (Chinese) & Focus in Mathematics
Belfast Area High School 1988 — 1992
High School Diploma
Kristin Slade (McCluskey)'s Morningstar Experience September 2007 - October 2010
Job Market Research & Insights Manager, Global Investment Services at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price September 2012 - Present
Morningstar September 2007 - October 2010
Morningstar June 2004 - July 2007
Zebra Technologies June 2000 - June 2004
Skills
Market Research, LexisNexis, Dun & Bradstreet, OneSource, Hoovers, SPSS, Microsoft Office, CRM software, Data Analysis, Competitive Intelligence, Market Intelligence, Sales Operations, MapInfo, Tableau, Business Objects, SharePoint
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Strategy, Managerial and Organizational Behavior
University of Chicago 1998 — 1999
MA, Social Science
Purdue University 1994 — 1998
BA, Anthropology
T. Rowe Price September 2012 - Present
Morningstar September 2007 - October 2010
Morningstar June 2004 - July 2007
Zebra Technologies June 2000 - June 2004
Skills
Market Research, LexisNexis, Dun & Bradstreet, OneSource, Hoovers, SPSS, Microsoft Office, CRM software, Data Analysis, Competitive Intelligence, Market Intelligence, Sales Operations, MapInfo, Tableau, Business Objects, SharePoint
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Strategy, Managerial and Organizational Behavior
University of Chicago 1998 — 1999
MA, Social Science
Purdue University 1994 — 1998
BA, Anthropology
Bill Varga's Morningstar Experience August 2010 - Present
Job Design Manager at Morningstar Associates
Industry Financial Services
Experience
Morningstar August 2010 - Present
Ibbotson Associates August 2008 - August 2010
Morningstar March 2000 - 2008
Tanagram Partners April 1997 - August 2000
Skills
Information Design, Typography, Interaction Design, Graphic Design, Adobe Creative Suite, Visual Communication, Art Direction, User Interface Design, Branding, Creative Direction, InDesign, User Experience, Corporate Identity, Illustrator, QuarkXPress, Layout, Corporate Branding, Graphics, Concept Development, Brochures, Creative Strategy, Adobe Acrobat, Collateral, Wireframes, Packaging, Design Strategy, Usability Testing, Posters
Education
Ohio University 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Morningstar August 2010 - Present
Ibbotson Associates August 2008 - August 2010
Morningstar March 2000 - 2008
Tanagram Partners April 1997 - August 2000
Skills
Information Design, Typography, Interaction Design, Graphic Design, Adobe Creative Suite, Visual Communication, Art Direction, User Interface Design, Branding, Creative Direction, InDesign, User Experience, Corporate Identity, Illustrator, QuarkXPress, Layout, Corporate Branding, Graphics, Concept Development, Brochures, Creative Strategy, Adobe Acrobat, Collateral, Wireframes, Packaging, Design Strategy, Usability Testing, Posters
Education
Ohio University 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
William Mast's Morningstar Experience October 2008 - November 2011
Job Fixed Income Index Specialist
Industry Financial Services
Experience
Bloomberg November 2011 - Present
Morningstar October 2008 - November 2011
MSCI Barra April 1998 - September 2008
Lehman Brothers 1986 - 1996
Skills
Fixed Income, Fixed Income Analysis, Bonds, Asset Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
Saint Bonaventure University 1980 — 1984
BS, Economics
Bloomberg November 2011 - Present
Morningstar October 2008 - November 2011
MSCI Barra April 1998 - September 2008
Lehman Brothers 1986 - 1996
Skills
Fixed Income, Fixed Income Analysis, Bonds, Asset Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
Saint Bonaventure University 1980 — 1984
BS, Economics
Brendan Thommes's Morningstar Experience November 2010 - Present
Job Senior Security Analyst at Morningstar
Industry Information Technology and Services
Experience
Morningstar November 2010 - Present
Crowe Horwath LLP June 2007 - November 2010
Doral Dental May 2006 - July 2006
Purdue University August 2005 - December 2005
Doral Dental May 2005 - July 2005
Skills
Penetration Testing, Vulnerability Assessment, Security, Microsoft SQL Server, Network Security, Information Security, Information Technology, CISSP, Management
Education
Purdue University 2003 — 2007
BS, Computer & Information Technology, Network Engineering
Morningstar November 2010 - Present
Crowe Horwath LLP June 2007 - November 2010
Doral Dental May 2006 - July 2006
Purdue University August 2005 - December 2005
Doral Dental May 2005 - July 2005
Skills
Penetration Testing, Vulnerability Assessment, Security, Microsoft SQL Server, Network Security, Information Security, Information Technology, CISSP, Management
Education
Purdue University 2003 — 2007
BS, Computer & Information Technology, Network Engineering
Larry Witt, CFA's Morningstar Experience July 2006 - January 2011
Job Consultant at Meketa Investment Group
Industry Investment Management
Experience
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
Ratna Elete's Morningstar Experience June 2013 - January 2015
Job
Industry Information Technology and Services
Experience
Morningstar June 2013 - January 2015
UL November 2012 - June 2013
Motorola Solutions April 1998 - November 2012
NCR Corporation August 1997 - February 1998
Skills
ERP, PMO, Requirements Analysis, SDLC, Oracle E-Business Suite, Program Management, Software Project..., Integration, Vendor Management, Enterprise Architecture
Education
Osmania University
Bachelor of Engineering
Morningstar June 2013 - January 2015
UL November 2012 - June 2013
Motorola Solutions April 1998 - November 2012
NCR Corporation August 1997 - February 1998
Skills
ERP, PMO, Requirements Analysis, SDLC, Oracle E-Business Suite, Program Management, Software Project..., Integration, Vendor Management, Enterprise Architecture
Education
Osmania University
Bachelor of Engineering
Amandeep Arora's Morningstar Experience August 1999 - June 2000
Job Sr Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2000 - Present
Morningstar August 1999 - June 2000
Skills
MongoDB, Maven, AngularJS
Education
Punjab Technical University 1991 — 1995
Vanguard June 2000 - Present
Morningstar August 1999 - June 2000
Skills
MongoDB, Maven, AngularJS
Education
Punjab Technical University 1991 — 1995
Bill Harding, CFA's Morningstar Experience June 1999 - March 2003
Job Vice President, Head of Investment Management at Jackson National Asset Management, LLC
Industry Investment Management
Experience
Jackson National Asset Management, LLC October 2012 - Present
Morningstar Associates August 2011 - October 2012
Morningstar Investment Services March 2003 - August 2011
Morningstar June 1999 - March 2003
Leprino Foods June 1996 - May 1999
Skills
Mutual Funds, Asset Allocation, Absolute Return, Due Diligence, Portfolio Management, variable ann, Alternative Investments
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science, Finance
Jackson National Asset Management, LLC October 2012 - Present
Morningstar Associates August 2011 - October 2012
Morningstar Investment Services March 2003 - August 2011
Morningstar June 1999 - March 2003
Leprino Foods June 1996 - May 1999
Skills
Mutual Funds, Asset Allocation, Absolute Return, Due Diligence, Portfolio Management, variable ann, Alternative Investments
Education
Loyola University of Chicago - Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1992 — 1996
Bachelor of Science, Finance
Deana Dorfield Wolfe's Morningstar Experience July 2013 - Present
Job Senior Client Account Manager at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar January 2011 - July 2013
Ebiquity plc January 2010 - January 2011
Xtreme Information September 2004 - January 2010
Xtreme Information June 2000 - September 2004
Skills
Digital Marketing, Marketing Strategy, Competitive Intelligence, Email Marketing, B2B, New Business Development, Social Media, Event Management, Media Planning, Account Management, Customer Insight, Strategic Planning, Direct Marketing, Integrated Marketing, Market Research
Education
Penn State University 1996 — 2000
B.S., Marketing
Morningstar July 2013 - Present
Morningstar January 2011 - July 2013
Ebiquity plc January 2010 - January 2011
Xtreme Information September 2004 - January 2010
Xtreme Information June 2000 - September 2004
Skills
Digital Marketing, Marketing Strategy, Competitive Intelligence, Email Marketing, B2B, New Business Development, Social Media, Event Management, Media Planning, Account Management, Customer Insight, Strategic Planning, Direct Marketing, Integrated Marketing, Market Research
Education
Penn State University 1996 — 2000
B.S., Marketing
Vincent Florack's Morningstar Experience February 2014 - Present
Job Deal Desk Leader at Morningstar
Industry Financial Services
Experience
Morningstar February 2014 - Present
Morningstar September 2012 - January 2014
Morningstar March 2010 - January 2014
Matlock Capital February 2006 - December 2009
Morningstar March 2004 - February 2006
Botta Capital Management 1997 - 2004
Timber Hill, Inc. January 1995 - May 1997
Skills
Trading, Options, Trading Systems, Risk Management, Product Management, Series 7, Pricing, Strategy, Finance, Business Development, Asset Allocation, Contract Negotiation, Management, Business Strategy, Derivatives, Portfolio Management, Financial Services, Electronic Trading, Financial Markets, Pricing Strategy, User Interface Design, Foreign Languages, Start-up Consulting
Education
Northwestern University - Kellogg School of Management 2000 — 2004
MBA, Finance and Marketing
University of Washington 1990 — 1994
B.A., Economics
Morningstar February 2014 - Present
Morningstar September 2012 - January 2014
Morningstar March 2010 - January 2014
Matlock Capital February 2006 - December 2009
Morningstar March 2004 - February 2006
Botta Capital Management 1997 - 2004
Timber Hill, Inc. January 1995 - May 1997
Skills
Trading, Options, Trading Systems, Risk Management, Product Management, Series 7, Pricing, Strategy, Finance, Business Development, Asset Allocation, Contract Negotiation, Management, Business Strategy, Derivatives, Portfolio Management, Financial Services, Electronic Trading, Financial Markets, Pricing Strategy, User Interface Design, Foreign Languages, Start-up Consulting
Education
Northwestern University - Kellogg School of Management 2000 — 2004
MBA, Finance and Marketing
University of Washington 1990 — 1994
B.A., Economics
Alan Cao's Morningstar Experience 2003 - 2005
Job Development Manager at Alliance bernstein
Industry Financial Services
Experience
Alliance bernstein April 2006 - Present
Morningstar 2003 - 2005
Education
Peking University 1987 — 1991
BS
Alliance bernstein April 2006 - Present
Morningstar 2003 - 2005
Education
Peking University 1987 — 1991
BS
Casey Gillenwater's Morningstar Experience May 2013 - Present
Job Database Developer at Morningstar
Industry Investment Management
Experience
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Morningstar May 2013 - Present
Mesirow Financial January 2011 - May 2013
InView Investment Management, LLC November 2009 - January 2011
Harris Associates May 2009 - August 2009
William Blair and Company January 2007 - March 2009
SunGard April 2005 - November 2006
Applied Systems 2001 - 2005
Skills
.NET, SSRS, SSIS, C#, VB.NET, VBA, SQL Server 2000-2008, SharePoint, SDLC, ADO.NET, ETL, Business Intelligence, ASP.NET, HTML, Java, XML, Visual Basic, Microsoft SQL Server, SQL, T-SQL, Software Development, Software Design, Databases, Data Migration, Systems Analysis, Database Design, Visual Studio, Business Process, Crystal Reports, Sybase
Education
Purdue University 1996 — 2001
BS, Computer Information Systems and Technology
Homestead High School
Christina Dougherty's Morningstar Experience October 2013 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
Senior Data Analyst May 2011 - October 2013
Thomson - Reuters July 2007 - April 2011
AIG June 2006 - June 2007
Skills
Data Analysis, Market Data, Business Analysis, SQL, Requirements Gathering, Data Warehousing, SDLC, Databases, Vendor Management, Requirements Analysis, Microsoft SQL Server, Analytics, Visio, Software Project..., Agile Methodologies, Morningstar, Morningstar Direct
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
Morningstar October 2013 - Present
Senior Data Analyst May 2011 - October 2013
Thomson - Reuters July 2007 - April 2011
AIG June 2006 - June 2007
Skills
Data Analysis, Market Data, Business Analysis, SQL, Requirements Gathering, Data Warehousing, SDLC, Databases, Vendor Management, Requirements Analysis, Microsoft SQL Server, Analytics, Visio, Software Project..., Agile Methodologies, Morningstar, Morningstar Direct
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
Ziyu Lu's Morningstar Experience 2002 - Present
Job CFA, Quantitative Analyst at Morningstar
Industry Financial Services
Experience
Morningstar 2002 - Present
Education
Renmin University of China 1994 — 1997
phd, economics
Morningstar 2002 - Present
Education
Renmin University of China 1994 — 1997
phd, economics
Monyka Pettis-Thompson's Morningstar Experience 2003 - 2008
Job Disability Claims Examiner with IMRF
Industry Government Administration
Experience
IMRF February 2015 - Present
Loyola University Medical Center February 2014 - January 2015
Blue Cross Blue Shield July 2012 - January 2014
Blue Cross Blue Shield December 2008 - July 2012
Morningstar 2003 - 2008
Xerox 2002 - 2003
Skills
PeopleSoft, Financial Accounting, Business Analysis, Sarbanes-Oxley Act, Employee Benefits, General Ledger, Accounts Payable, Lotus Notes, Microsoft Word, Finance, Accounts Receivable, Spreadsheets, Data Entry, Budgets, Data Analysis, Financial Services, Financial Modeling, Human Resources, Leadership, Management, Mutual Funds, Portfolio Management, Risk Management, SAP, Investments, Relationship Management, Training, Call Centers, Business Strategy, Change Management, HIPAA, Medicare, Healthcare
Education
DeVry University
Accounting and Finance
Proviso West
Robert Morris College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
IMRF February 2015 - Present
Loyola University Medical Center February 2014 - January 2015
Blue Cross Blue Shield July 2012 - January 2014
Blue Cross Blue Shield December 2008 - July 2012
Morningstar 2003 - 2008
Xerox 2002 - 2003
Skills
PeopleSoft, Financial Accounting, Business Analysis, Sarbanes-Oxley Act, Employee Benefits, General Ledger, Accounts Payable, Lotus Notes, Microsoft Word, Finance, Accounts Receivable, Spreadsheets, Data Entry, Budgets, Data Analysis, Financial Services, Financial Modeling, Human Resources, Leadership, Management, Mutual Funds, Portfolio Management, Risk Management, SAP, Investments, Relationship Management, Training, Call Centers, Business Strategy, Change Management, HIPAA, Medicare, Healthcare
Education
DeVry University
Accounting and Finance
Proviso West
Robert Morris College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
David Putro's Morningstar Experience March 2011 - Present
Job Senior Vice President at Morningstar
Industry Commercial Real Estate
Experience
Morningstar March 2011 - Present
Ventras Capital Advisors, LLC July 2009 - January 2011
Capmark August 2008 - October 2009
Capmark April 2005 - August 2008
Skills
CMBS, Securitization, Structured Finance, Underwriting, Portfolio Management, Valuation, Loans, Credit Analysis, Investments, Capital Markets, Due Diligence, Real Estate Economics, Commercial Mortgages, Financial Structuring, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA
Saint Joseph's University 1990 — 1994
BS, Management
Morningstar March 2011 - Present
Ventras Capital Advisors, LLC July 2009 - January 2011
Capmark August 2008 - October 2009
Capmark April 2005 - August 2008
Skills
CMBS, Securitization, Structured Finance, Underwriting, Portfolio Management, Valuation, Loans, Credit Analysis, Investments, Capital Markets, Due Diligence, Real Estate Economics, Commercial Mortgages, Financial Structuring, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA
Saint Joseph's University 1990 — 1994
BS, Management
Jason Uehling's Morningstar Experience March 2007 - June 2007
Job Business and QA Analyst
Industry Financial Services
Experience
Morningstar March 2007 - June 2007
Standard & Poor's October 2006 - February 2007
Standard & Poor's January 2004 - September 2006
Education
Pittsburg State University 1995 — 1999
BBA, Finance
Morningstar March 2007 - June 2007
Standard & Poor's October 2006 - February 2007
Standard & Poor's January 2004 - September 2006
Education
Pittsburg State University 1995 — 1999
BBA, Finance
Amanda Pflanz's Morningstar Experience 1998 - 2004
Job Senior Registered Associate, Financial Planning Specialist
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2009 - Present
UBS Wealth Management 2008 - 2009
Morningstar 1998 - 2004
Education
Saint Mary's College 1994 — 1998
Bachelor's Degree, International Business & Finance
Morgan Stanley Wealth Management 2009 - Present
UBS Wealth Management 2008 - 2009
Morningstar 1998 - 2004
Education
Saint Mary's College 1994 — 1998
Bachelor's Degree, International Business & Finance
James Wironen's Morningstar Experience August 1998 - December 2000
Job Vice President Strategic Partnerships at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Alice Ren's Morningstar Experience September 2010 - Present
Job Data Analyst at Morningstar
Industry Banking
Experience
Morningstar September 2010 - Present
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Equities, Portfolio Management, Morningstar Direct, Fixed Income, Asset Management, Bloomberg Terminal
Education
Saint Mary's University 2007 — 2008
Master, Finance
Morningstar September 2010 - Present
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Equities, Portfolio Management, Morningstar Direct, Fixed Income, Asset Management, Bloomberg Terminal
Education
Saint Mary's University 2007 — 2008
Master, Finance
John Raffles's Morningstar Experience July 2013 - Present
Job Regional Client Solutions Consultant Manager at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar December 2011 - July 2013
Morningstar April 2011 - December 2011
Morningstar December 2009 - April 2011
Lake Forest High School August 2009 - October 2009
UBS Global Asset Management June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Williams-Sonoma, Inc. 2003 - 2004
Skills
Outstanding Customer..., Critical Thinking, Creative Problem Solving, Investments, Asset Allocation, Mutual Funds, Closed-end Funds, ETFs, Performance Reporting, Fund Analysis, Business Relationship..., Performance Attribution, Portfolio Optimization, Account Management, Separately Managed..., Customer Service, Business Development, Relationship Management, Wealth Management, Equities, Fixed Income, Financial Markets, Hedge Funds, Financial Services, Analysis, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Managerial and Organization Behavior, Entrepreneurship
Principia College 2005 — 2009
BA, Business Administration Major, Economics and History Minors
Lake Forest High School 2001 — 2005
Morningstar July 2013 - Present
Morningstar December 2011 - July 2013
Morningstar April 2011 - December 2011
Morningstar December 2009 - April 2011
Lake Forest High School August 2009 - October 2009
UBS Global Asset Management June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Williams-Sonoma, Inc. 2003 - 2004
Skills
Outstanding Customer..., Critical Thinking, Creative Problem Solving, Investments, Asset Allocation, Mutual Funds, Closed-end Funds, ETFs, Performance Reporting, Fund Analysis, Business Relationship..., Performance Attribution, Portfolio Optimization, Account Management, Separately Managed..., Customer Service, Business Development, Relationship Management, Wealth Management, Equities, Fixed Income, Financial Markets, Hedge Funds, Financial Services, Analysis, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Managerial and Organization Behavior, Entrepreneurship
Principia College 2005 — 2009
BA, Business Administration Major, Economics and History Minors
Lake Forest High School 2001 — 2005
Donna Hart's Morningstar Experience April 2005 - August 2007
Job Dermatologist at South Bend Clinic
Industry Medical Practice
Experience
The South Bend Clinic August 2015 - Present
John H. Stroger, Jr. Hospital of Cook County July 2012 - June 2015
MacNeal Hospital July 2011 - June 2012
Morningstar April 2005 - August 2007
VMG Consulting June 2004 - April 2005
Skills
Strategic Planning, Research, Strategy, Microsoft Office, Customer Service, Healthcare, Data Analysis, Financial Analysis
Education
Rush Medical College of Rush University Medical Center 2007 — 2011
Doctor of Medicine (M.D.)
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Finance, General
The South Bend Clinic August 2015 - Present
John H. Stroger, Jr. Hospital of Cook County July 2012 - June 2015
MacNeal Hospital July 2011 - June 2012
Morningstar April 2005 - August 2007
VMG Consulting June 2004 - April 2005
Skills
Strategic Planning, Research, Strategy, Microsoft Office, Customer Service, Healthcare, Data Analysis, Financial Analysis
Education
Rush Medical College of Rush University Medical Center 2007 — 2011
Doctor of Medicine (M.D.)
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Candace Cheng's Morningstar Experience June 2015 - Present
Job Senior Compliance Officer at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Standard & Poor's September 2013 - May 2015
Standard & Poor's December 2009 - August 2013
S&P Capital IQ January 2007 - December 2009
The McGraw Hill Companies June 2005 - December 2006
The Vanguard Group of Investment Companies January 2000 - June 2005
Skills
Financial Markets, Business Analysis, Project Portfolio..., Credit Risk, Financial Services, Portfolio Management, SDLC, Fixed Income, Capital Markets, Requirements Analysis, Vendor Management, Structured Finance, PMO, Business Process..., Risk Management, Financial Risk, CRM, Strategy, Integration
Education
Penn State University 2000 — 2002
MBA, Finance
Rochester Institute of Technology
Bachelor of Science, Management Information Systems
Morningstar June 2015 - Present
Standard & Poor's September 2013 - May 2015
Standard & Poor's December 2009 - August 2013
S&P Capital IQ January 2007 - December 2009
The McGraw Hill Companies June 2005 - December 2006
The Vanguard Group of Investment Companies January 2000 - June 2005
Skills
Financial Markets, Business Analysis, Project Portfolio..., Credit Risk, Financial Services, Portfolio Management, SDLC, Fixed Income, Capital Markets, Requirements Analysis, Vendor Management, Structured Finance, PMO, Business Process..., Risk Management, Financial Risk, CRM, Strategy, Integration
Education
Penn State University 2000 — 2002
MBA, Finance
Rochester Institute of Technology
Bachelor of Science, Management Information Systems
Richard Birge's Morningstar Experience
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar
Skills
Equity Valuation
Education
The University of Chicago Booth School of Business 2009 — 2012
Princeton University
Morningstar
Skills
Equity Valuation
Education
The University of Chicago Booth School of Business 2009 — 2012
Princeton University
Yusong Liu's Morningstar Experience August 2006 - Present
Job Product Development Manager at Morningstar
Industry Information Services
Experience
Morningstar August 2006 - Present
Aegis Group plc April 2003 - June 2006
StorageNetworks June 2001 - April 2003
Industrial and Commercial Bank of China July 1995 - November 1999
Skills
Product Management, Product Development, Distributed Systems, Java, C++, Morningstar Direct, Software Project..., Software Development
Education
University of Delaware 1999 — 2001
Computer
Peking University 1988 — 1995
Computer Sciences
Morningstar August 2006 - Present
Aegis Group plc April 2003 - June 2006
StorageNetworks June 2001 - April 2003
Industrial and Commercial Bank of China July 1995 - November 1999
Skills
Product Management, Product Development, Distributed Systems, Java, C++, Morningstar Direct, Software Project..., Software Development
Education
University of Delaware 1999 — 2001
Computer
Peking University 1988 — 1995
Computer Sciences
Joung Park, CFA, CMA's Morningstar Experience 2008 - 2013
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2015 - Present
The Boston Consulting Group 2014 - 2014
Morningstar 2008 - 2013
Skills
Equity Research, Equity Valuation, Equities, Valuation, Cash Flow Forecasting, Precious Metals, Mining, Financial Modeling, DCF, Natural Resources, Asset Managment, Energy, Morningstar Direct, Asset Management, Bloomberg, Asset Allocation, Corporate Strategy..., Corporate Finance, Investments, Management Consulting, Financial Analysis, Finance, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentration in Energy Finance, 3.92
Princeton University 2004 — 2008
Bachelor's Degree, Philosophy
Certified Management Accountant (CMA)
Chartered Financial Analyst
The Boston Consulting Group 2015 - Present
The Boston Consulting Group 2014 - 2014
Morningstar 2008 - 2013
Skills
Equity Research, Equity Valuation, Equities, Valuation, Cash Flow Forecasting, Precious Metals, Mining, Financial Modeling, DCF, Natural Resources, Asset Managment, Energy, Morningstar Direct, Asset Management, Bloomberg, Asset Allocation, Corporate Strategy..., Corporate Finance, Investments, Management Consulting, Financial Analysis, Finance, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Concentration in Energy Finance, 3.92
Princeton University 2004 — 2008
Bachelor's Degree, Philosophy
Certified Management Accountant (CMA)
Chartered Financial Analyst
Ashley Dudzik's Morningstar Experience August 2015 - Present
Job Corporate Brand Manager at Morningstar
Industry Marketing and Advertising
Experience
Morningstar August 2015 - Present
Arc Worldwide February 2014 - August 2015
Arc Worldwide November 2012 - February 2014
Peoples Bank SB July 2010 - November 2012
Peoples Bank SB May 2010 - July 2010
Peoples Bank SB March 2009 - May 2010
Skills
Banking, Marketing Communications, Digital Marketing, Marketing Research, Direct Marketing, Purchasing, Report Writing, Database Management, Adobe Creative Suite, Customer Service, Budgets, Financial Analysis, Database Admin, Market Research, Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Analysis, Time Management, Marketing Strategy, Management, Forecasting, Advertising, Email Marketing, Integrated Marketing, Event Planning, Leadership, Online Advertising
Education
Purdue University Calumet 2006 — 2010
B.S, Management
Morningstar August 2015 - Present
Arc Worldwide February 2014 - August 2015
Arc Worldwide November 2012 - February 2014
Peoples Bank SB July 2010 - November 2012
Peoples Bank SB May 2010 - July 2010
Peoples Bank SB March 2009 - May 2010
Skills
Banking, Marketing Communications, Digital Marketing, Marketing Research, Direct Marketing, Purchasing, Report Writing, Database Management, Adobe Creative Suite, Customer Service, Budgets, Financial Analysis, Database Admin, Market Research, Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Analysis, Time Management, Marketing Strategy, Management, Forecasting, Advertising, Email Marketing, Integrated Marketing, Event Planning, Leadership, Online Advertising
Education
Purdue University Calumet 2006 — 2010
B.S, Management
Mikayla Lytton's Morningstar Experience July 2010 - July 2012
Job Manager of Finance, Analysis, and Strategy at DC Public Charter School Board
Industry Education Management
Experience
D.C. Public Charter School Board August 2012 - Present
Education Pioneers August 2012 - May 2013
Morningstar July 2010 - July 2012
Skills
Data Analysis, Project Management, Market Data, Mutual Funds, Fixed Income, Microsoft Excel, Strategy, Copy Editing, Data Modeling, SQL
Education
Oberlin College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Chewonki Semester School 2004 — 2004
D.C. Public Charter School Board August 2012 - Present
Education Pioneers August 2012 - May 2013
Morningstar July 2010 - July 2012
Skills
Data Analysis, Project Management, Market Data, Mutual Funds, Fixed Income, Microsoft Excel, Strategy, Copy Editing, Data Modeling, SQL
Education
Oberlin College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Chewonki Semester School 2004 — 2004
Nathan Voris's Morningstar Experience July 2015 - Present
Job Director of Sponsor & Workplace Investment Solutions at Morningstar
Industry Investment Management
Experience
Morningstar July 2015 - Present
Morningstar June 2013 - Present
R.V. Kuhns & Associates October 2011 - May 2013
Morningstar June 2010 - September 2011
Walmart November 2006 - June 2010
TIAA-CREF 2005 - 2006
Ohio Public Employees Retirement System 2002 - 2005
Skills
Asset Allocation, Retirement, Financial Services, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Pensions, Leadership, Alternative Investments, Equities, Client Services
Education
The Ohio State University
B.S., Education
Ohio University
Morningstar July 2015 - Present
Morningstar June 2013 - Present
R.V. Kuhns & Associates October 2011 - May 2013
Morningstar June 2010 - September 2011
Walmart November 2006 - June 2010
TIAA-CREF 2005 - 2006
Ohio Public Employees Retirement System 2002 - 2005
Skills
Asset Allocation, Retirement, Financial Services, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Investment Management, Investment Strategies, Asset Management, Pensions, Leadership, Alternative Investments, Equities, Client Services
Education
The Ohio State University
B.S., Education
Ohio University
Fenghua Guan's Morningstar Experience August 2001 - Present
Job VP, Technology Shared Services
Industry Financial Services
Experience
Morningstar August 2001 - Present
Skills
Financial Analysis, Asset Managment, Investments, Mutual Funds, Financial Modeling, Portfolio Management, C#, Market Data
Education
Peking University
Morningstar August 2001 - Present
Skills
Financial Analysis, Asset Managment, Investments, Mutual Funds, Financial Modeling, Portfolio Management, C#, Market Data
Education
Peking University
Brian Alan's Morningstar Experience September 2011 - Present
Job Vice President at Morningstar
Industry Financial Services
Experience
Morningstar September 2011 - Present
Agamas Capital Management April 2005 - February 2009
MetLife Investments April 2003 - April 2005
Education
Penn State University 1998 — 2002
BS
Morningstar September 2011 - Present
Agamas Capital Management April 2005 - February 2009
MetLife Investments April 2003 - April 2005
Education
Penn State University 1998 — 2002
BS
Omyr Spouh's Morningstar Experience June 2006 - September 2011
Job Vice President Ontario Security Training
Industry Management Consulting
Experience
Ontario Security Training September 2011 - Present
Morningstar June 2006 - September 2011
Skills
Product Management, Network Administration, Apache, Network Security, Microsoft SQL Server, SQL, PHP, phpMyAdmin, cPanel, Network Design, Network Engineering, Storage Area Networks, Virtualization, Business Strategy, Business Analysis, New Business Development, Project Management, Small Business, Search Engine Ranking, Web Marketing Strategy, Online Advertising, CRM, Operations Management, Team Management, Sales Management, Optimization, Business Process..., Six Sigma, Conversion Optimization, IT Management, IT Strategy, Networking, Security, Entrepreneurship, Learning Management..., Team Building, Adult Education, Adobe eLearning Suite, Information Technology, Software Development, Disaster Recovery, Integration, Enterprise Architecture, System Administration
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Advanced Computer Networks, Advanced Computer Networks
Ryerson University 2002 — 2006
Computer Engineering, Computer Engineering
Ryerson University
Ontario Security Training September 2011 - Present
Morningstar June 2006 - September 2011
Skills
Product Management, Network Administration, Apache, Network Security, Microsoft SQL Server, SQL, PHP, phpMyAdmin, cPanel, Network Design, Network Engineering, Storage Area Networks, Virtualization, Business Strategy, Business Analysis, New Business Development, Project Management, Small Business, Search Engine Ranking, Web Marketing Strategy, Online Advertising, CRM, Operations Management, Team Management, Sales Management, Optimization, Business Process..., Six Sigma, Conversion Optimization, IT Management, IT Strategy, Networking, Security, Entrepreneurship, Learning Management..., Team Building, Adult Education, Adobe eLearning Suite, Information Technology, Software Development, Disaster Recovery, Integration, Enterprise Architecture, System Administration
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Advanced Computer Networks, Advanced Computer Networks
Ryerson University 2002 — 2006
Computer Engineering, Computer Engineering
Ryerson University
H. Jeff McCown's Morningstar Experience April 2012 - June 2013
Job Investment Banking Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank June 2013 - Present
Morningstar April 2012 - June 2013
Morningstar April 2011 - June 2012
Skills
Data Analysis, Analytics, Market Research, Analysis, Business Analysis, Account Management, CRM, Competitive Analysis
Education
Princeton University 2006 — 2010
BS, Operations Research and Financial Engineering
Barclays Investment Bank June 2013 - Present
Morningstar April 2012 - June 2013
Morningstar April 2011 - June 2012
Skills
Data Analysis, Analytics, Market Research, Analysis, Business Analysis, Account Management, CRM, Competitive Analysis
Education
Princeton University 2006 — 2010
BS, Operations Research and Financial Engineering
Drew Woodbury, CFA's Morningstar Experience November 2009 - June 2013
Job Associate at Grosvenor Capital Management, L.P
Industry Financial Services
Experience
Grosvenor Capital Management, L.P June 2013 - Present
Morningstar November 2009 - June 2013
Morningstar June 2008 - November 2009
Education
Princeton University 2004 — 2008
A.B., Economics
Universidad de Salamanca 2006 — 2006
Spanish
Grosvenor Capital Management, L.P June 2013 - Present
Morningstar November 2009 - June 2013
Morningstar June 2008 - November 2009
Education
Princeton University 2004 — 2008
A.B., Economics
Universidad de Salamanca 2006 — 2006
Spanish
Christine Homolka's Morningstar Experience August 2015 - Present
Job Team Lead at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Morningstar March 2015 - Present
TransUnion July 2014 - March 2015
Mokena Junior High School August 2013 - June 2014
Centerville Junior Senior High School August 2012 - May 2013
Bachelor Middle School August 2011 - December 2011
Monroe County Library January 2011 - April 2011
Skills
Spanish, Immigration Process, Onboarding, FMLA, Short term disability, Cobra, Teaching, Tutoring, Curriculum Development, Lesson Planning, Microsoft Office, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration
Indiana University 2008 — 2012
Bachelor of Science, Spanish Education
Morningstar August 2015 - Present
Morningstar March 2015 - Present
TransUnion July 2014 - March 2015
Mokena Junior High School August 2013 - June 2014
Centerville Junior Senior High School August 2012 - May 2013
Bachelor Middle School August 2011 - December 2011
Monroe County Library January 2011 - April 2011
Skills
Spanish, Immigration Process, Onboarding, FMLA, Short term disability, Cobra, Teaching, Tutoring, Curriculum Development, Lesson Planning, Microsoft Office, Strategic Planning
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration
Indiana University 2008 — 2012
Bachelor of Science, Spanish Education
Eileen Makoff's Morningstar Experience 1991 - 1995
Job Librarian at PS 90 Edna Cohen School
Industry Libraries
Experience
PS 90 Edna Cohen School March 2012 - Present
Berkeley Carroll School January 2011 - April 2011
Heschel School (Maternity Leave Coverage) 2011 - 2011
Neighborhood School/PS 63 September 2010 - December 2010
AllianceBernstein 1995 - 2001
Morningstar 1991 - 1995
Skills
Writing Skills, Editing, Research, Cataloging, Teaching, Computer Literate, Microsoft Office, Information Literacy, Libraries, Library Instruction, Library Science, Collection Development, Proofreading
Education
Pratt Institute 2008 — 2011
Master's degree, School Librarian/School Library Media Specialist, 4.0
University of Chicago 1987 — 2001
Bachelor's degree, History, 3.4
PS 90 Edna Cohen School March 2012 - Present
Berkeley Carroll School January 2011 - April 2011
Heschel School (Maternity Leave Coverage) 2011 - 2011
Neighborhood School/PS 63 September 2010 - December 2010
AllianceBernstein 1995 - 2001
Morningstar 1991 - 1995
Skills
Writing Skills, Editing, Research, Cataloging, Teaching, Computer Literate, Microsoft Office, Information Literacy, Libraries, Library Instruction, Library Science, Collection Development, Proofreading
Education
Pratt Institute 2008 — 2011
Master's degree, School Librarian/School Library Media Specialist, 4.0
University of Chicago 1987 — 2001
Bachelor's degree, History, 3.4
Katie Hartmann's Morningstar Experience August 2006 - January 2009
Job Teacher at Chicago Public Schools
Industry Education Management
Experience
Chicago Public Schools August 2009 - Present
Morningstar August 2006 - January 2009
Morningstar July 2005 - August 2006
Jenner & Block July 2004 - July 2005
Education
Roosevelt University 2007 — 2009
Master of Arts (MA), Elementary Education and Teaching
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Anthropology
Chicago Public Schools August 2009 - Present
Morningstar August 2006 - January 2009
Morningstar July 2005 - August 2006
Jenner & Block July 2004 - July 2005
Education
Roosevelt University 2007 — 2009
Master of Arts (MA), Elementary Education and Teaching
University of Iowa 2000 — 2004
Bachelor of Arts (B.A.), Journalism and Anthropology
Matthew Woznicki's Morningstar Experience May 2014 - Present
Job CMBS Analyst at Morningstar
Industry Banking
Experience
Morningstar May 2014 - Present
BizTech January 2014 - May 2014
New Penn Financial, LLC November 2012 - January 2014
TD Bank Group 2011 - 2011
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Economics, 3.8
Morningstar May 2014 - Present
BizTech January 2014 - May 2014
New Penn Financial, LLC November 2012 - January 2014
TD Bank Group 2011 - 2011
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Economics, 3.8
Danielle Heinritz's Morningstar Experience February 2013 - July 2013
Job Corporate Tax Intern at Grant Thornton LLP
Industry Government Administration
Experience
Grant Thornton LLP June 2015 - August 2015
National Institutes of Health May 2014 - May 2015
U.S. Department of Commerce September 2013 - December 2013
Morningstar February 2013 - July 2013
Congressman Quigley's District Office September 2012 - December 2012
Skills
Social Media, SPSS, Legislation, Research, Microsoft Excel, Legislative Relations, Public Speaking, Microsoft Office, Marketing, Politics, Community Outreach, Microsoft Word, PowerPoint, Leadership, Data Analysis, Customer Service, Time Management, Analysis
Education
San Diego State University-California State University 2012 — 2016
Bachelors of Arts (BA), Economics
Xavier High School 2008 — 2012
High School
Grant Thornton LLP June 2015 - August 2015
National Institutes of Health May 2014 - May 2015
U.S. Department of Commerce September 2013 - December 2013
Morningstar February 2013 - July 2013
Congressman Quigley's District Office September 2012 - December 2012
Skills
Social Media, SPSS, Legislation, Research, Microsoft Excel, Legislative Relations, Public Speaking, Microsoft Office, Marketing, Politics, Community Outreach, Microsoft Word, PowerPoint, Leadership, Data Analysis, Customer Service, Time Management, Analysis
Education
San Diego State University-California State University 2012 — 2016
Bachelors of Arts (BA), Economics
Xavier High School 2008 — 2012
High School
Vincent Piskorski's Morningstar Experience November 2007 - Present
Job Vice President CMBS Surveillance at Morningstar
Industry Financial Services
Experience
Morningstar November 2007 - Present
Capmark April 2006 - November 2007
Police and Fire Federal Credit Union July 2003 - April 2006
Skills
Portfolio Management, Credit Analysis, CMBS, Valuation, Asset Management, Fixed Income, Financial Analysis, Financial Modeling, Capital Markets, Structured Finance, Credit
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Finance, General
Morningstar November 2007 - Present
Capmark April 2006 - November 2007
Police and Fire Federal Credit Union July 2003 - April 2006
Skills
Portfolio Management, Credit Analysis, CMBS, Valuation, Asset Management, Fixed Income, Financial Analysis, Financial Modeling, Capital Markets, Structured Finance, Credit
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Finance, General
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments