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
Tony Lignelli Tony Lignelli's Morningstar Experience November 2002 - Present
Job Vice PresidentAdvertising Sales
Industry Online Media
Experience
Morningstar November 2002 - Present
Skills
Investments, Online Advertising, Advertising Sales, Interactive Marketing, Interactive Advertising, Interactive Media, Sales
Education
The Ohio State University 1992 — 1996
B.A. in English
Northern High School
Morningstar November 2002 - Present
Skills
Investments, Online Advertising, Advertising Sales, Interactive Marketing, Interactive Advertising, Interactive Media, Sales
Education
The Ohio State University 1992 — 1996
B.A. in English
Northern High School
Karen Dolan, CFA Karen Dolan, CFA's Morningstar Experience August 2002 - May 2012
Job Head of Marketing at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2013 - Present
Dimensional Fund Advisors June 2012 - February 2013
Morningstar August 2002 - May 2012
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA), Economics and English Literature
Dimensional Fund Advisors February 2013 - Present
Dimensional Fund Advisors June 2012 - February 2013
Morningstar August 2002 - May 2012
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA), Economics and English Literature
Carlton Moore Carlton Moore's Morningstar Experience January 2010 - December 2010
Job Account Manager, Buyside Platforms at Google
Industry Internet
Experience
Google May 2013 - Present
Google December 2010 - May 2013
Morningstar January 2010 - December 2010
Morningstar July 2008 - January 2010
Skills
Strategy, Online Advertising, Data Analysis, Financial Modeling, Financial Analysis, E-commerce, Business Development, Competitive Analysis, Entrepreneurship, Digital Marketing, Digital Strategy, Online Marketing, Analytics, Digital Media, Social Media
Education
Stanford University 2004 — 2008
BA, English, 3.7 GPA
University of Oxford 2006 — 2006
Google May 2013 - Present
Google December 2010 - May 2013
Morningstar January 2010 - December 2010
Morningstar July 2008 - January 2010
Skills
Strategy, Online Advertising, Data Analysis, Financial Modeling, Financial Analysis, E-commerce, Business Development, Competitive Analysis, Entrepreneurship, Digital Marketing, Digital Strategy, Online Marketing, Analytics, Digital Media, Social Media
Education
Stanford University 2004 — 2008
BA, English, 3.7 GPA
University of Oxford 2006 — 2006
Gregory Smith, CFA, CFP Gregory Smith, CFA, CFP's Morningstar Experience September 2006 - July 2009
Job Investment Advisor / Founder Long Run Investment Management llc
Industry Financial Services
Experience
Long Run Investment Management llc August 2009 - Present
Morningstar September 2006 - July 2009
American Century Investments December 2000 - January 2002
Bank of America August 1994 - December 2000
Bank One 1988 - 1992
Skills
Asset Management, Investments, Financial Planning, Retirement, Mutual Funds, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Management, Alternative Investments, Equities, Investment Strategies, Investment Advisory, Portfolio Management, Fixed Income, Wealth Management, Securities, Financial Advisory
Education
The University of Akron 1982 — 1987
BS, Finance
CFA Institute
CFA, Finance
Certified Financial Planner
CFP
Long Run Investment Management llc August 2009 - Present
Morningstar September 2006 - July 2009
American Century Investments December 2000 - January 2002
Bank of America August 1994 - December 2000
Bank One 1988 - 1992
Skills
Asset Management, Investments, Financial Planning, Retirement, Mutual Funds, Asset Managment, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Management, Alternative Investments, Equities, Investment Strategies, Investment Advisory, Portfolio Management, Fixed Income, Wealth Management, Securities, Financial Advisory
Education
The University of Akron 1982 — 1987
BS, Finance
CFA Institute
CFA, Finance
Certified Financial Planner
CFP
Matthew Reasons Matthew Reasons's Morningstar Experience June 2014 - July 2014
Job Technology Finance Intern at CME Group
Industry Financial Services
Experience
CME Group May 2015 - August 2015
Morningstar June 2014 - July 2014
Export Council of Australia May 2014 - June 2014
Skills
Microsoft Word, Excel,..., Golf, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Leadership, Teamwork, Time Management, Access, Research
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor's Degree, Finance, Junior
CME Group May 2015 - August 2015
Morningstar June 2014 - July 2014
Export Council of Australia May 2014 - June 2014
Skills
Microsoft Word, Excel,..., Golf, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Customer Service, Leadership, Teamwork, Time Management, Access, Research
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor's Degree, Finance, Junior
Xi (Figo) Liu Xi (Figo) Liu's Morningstar Experience October 2012 - April 2013
Job Financial Engineer/Quantitative Analyst at FactSet Research Systems
Industry Financial Services
Experience
FactSet June 2013 - Present
Morningstar October 2012 - April 2013
Chimu Solutions July 2012 - October 2012
Henning Carey Trading May 2012 - July 2012
The Volatility Exchange(VolX) March 2012 - June 2012
The JournalWiki October 2011 - April 2012
Skills
Quantitative Finance, VBA, Financial Modeling, Python, Derivatives, Fixed Income, Matlab, Data Analysis, Bloomberg Terminal, Monte Carlo Simulation, R, MBS, CFA, Morningstar Direct, Credit Derivatives, Bloomberg, Time Series Analysis, Financial Engineering, Numerical Analysis, Visual C++, MySQL, Monte Carlo, FactSet, Principal Component..., Hedging, CDS
Education
Illinois Institute of Technology-Stuart School of Business 2011 — 2013
Master, Mathematical Finance, Top 10%
Southwestern University of Finance and Economics 2007 — 2011
Bachelor of Science, Finance
Chongqing Nankai Middle School 2004 — 2007
High School
FactSet June 2013 - Present
Morningstar October 2012 - April 2013
Chimu Solutions July 2012 - October 2012
Henning Carey Trading May 2012 - July 2012
The Volatility Exchange(VolX) March 2012 - June 2012
The JournalWiki October 2011 - April 2012
Skills
Quantitative Finance, VBA, Financial Modeling, Python, Derivatives, Fixed Income, Matlab, Data Analysis, Bloomberg Terminal, Monte Carlo Simulation, R, MBS, CFA, Morningstar Direct, Credit Derivatives, Bloomberg, Time Series Analysis, Financial Engineering, Numerical Analysis, Visual C++, MySQL, Monte Carlo, FactSet, Principal Component..., Hedging, CDS
Education
Illinois Institute of Technology-Stuart School of Business 2011 — 2013
Master, Mathematical Finance, Top 10%
Southwestern University of Finance and Economics 2007 — 2011
Bachelor of Science, Finance
Chongqing Nankai Middle School 2004 — 2007
High School
Andrew Gogerty Andrew Gogerty's Morningstar Experience July 2011 - March 2014
Job Vice President, Investment Strategies at Newfound Research LLC
Industry Investment Management
Experience
Newfound Research LLC March 2014 - Present
Morningstar July 2011 - March 2014
Morningstar June 2004 - June 2011
Northern Trust 2002 - 2004
The National Futures Association 1999 - 2002
Skills
Portfolio Management, Mutual Funds, Due Diligence, ETFs, Strategy, Asset Management, Investments, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis, Valuation, Morningstar Direct, Financial Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Accounting
Newfound Research LLC March 2014 - Present
Morningstar July 2011 - March 2014
Morningstar June 2004 - June 2011
Northern Trust 2002 - 2004
The National Futures Association 1999 - 2002
Skills
Portfolio Management, Mutual Funds, Due Diligence, ETFs, Strategy, Asset Management, Investments, Financial Modeling, Investment Management, Investment Strategies, Financial Analysis, Valuation, Morningstar Direct, Financial Markets
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Accounting
Fabien Berdah Fabien Berdah's Morningstar Experience August 2013 - October 2014
Job Account Manager
Industry Information Technology and Services
Experience
Morningstar August 2013 - October 2014
Ontario Teachers' Pension Plan March 2012 - February 2013
RBC Investor & Treasury Services June 2011 - March 2012
Fidelity Investments April 2010 - July 2010
J.COM Mobile (Currently SFR) June 2005 - January 2006
CAISSE D'EPARGNE December 2001 - June 2003
Cetelem December 2000 - August 2001
Skills
Financial Services, Time Management, Training, Customer Service, Banking, Investments, Microsoft Excel, Sales, Microsoft Office, Team Leadership, Call Center, Cash Management, Marketing, Mutual Funds, Leadership, Microsoft Word, Mac OS X, Problem Solving, Call Centers, Teamwork, Market Research, Accounting, Windows, Customer Requirements, Management, Bilingual Communications, French, Financial Systems, Translation, Team Building
Education
Sciences Po 2010 — 2011
Exchange Program, Finance, Economics
Canadian Securities Institute 2010 — 2011
Canadian Securities Course, Finance, Economics
York University 2007 — 2011
International Bachelor of Arts, Business, Economics
Morningstar August 2013 - October 2014
Ontario Teachers' Pension Plan March 2012 - February 2013
RBC Investor & Treasury Services June 2011 - March 2012
Fidelity Investments April 2010 - July 2010
J.COM Mobile (Currently SFR) June 2005 - January 2006
CAISSE D'EPARGNE December 2001 - June 2003
Cetelem December 2000 - August 2001
Skills
Financial Services, Time Management, Training, Customer Service, Banking, Investments, Microsoft Excel, Sales, Microsoft Office, Team Leadership, Call Center, Cash Management, Marketing, Mutual Funds, Leadership, Microsoft Word, Mac OS X, Problem Solving, Call Centers, Teamwork, Market Research, Accounting, Windows, Customer Requirements, Management, Bilingual Communications, French, Financial Systems, Translation, Team Building
Education
Sciences Po 2010 — 2011
Exchange Program, Finance, Economics
Canadian Securities Institute 2010 — 2011
Canadian Securities Course, Finance, Economics
York University 2007 — 2011
International Bachelor of Arts, Business, Economics
Dirk Pearson Dirk Pearson's Morningstar Experience July 2013 - May 2014
Job Chief Support Officer at yHLsoft, Inc.
Industry Financial Services
Experience
yHLsoft, Inc. June 2014 - Present
Morningstar July 2013 - May 2014
Morningstar August 2011 - May 2014
Transmarket Group January 2009 - June 2010
Skills
Finance, Financial Modeling, Derivatives, Portfolio Management, Fixed Income, Morningstar Direct
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2008
BS, Business Management
yHLsoft, Inc. June 2014 - Present
Morningstar July 2013 - May 2014
Morningstar August 2011 - May 2014
Transmarket Group January 2009 - June 2010
Skills
Finance, Financial Modeling, Derivatives, Portfolio Management, Fixed Income, Morningstar Direct
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
University of Wisconsin-Madison 2004 — 2008
BS, Business Management
Melissa Tannehill Melissa Tannehill's Morningstar Experience 2007 - 2008
Job Associate Attorney at Agruss Law Firm, LLC
Industry Legal Services
Experience
Agruss Law Firm, LLC May 2015 - Present
Agruss Law Firm, LLC June 2014 - Present
LegalZoom April 2014 - June 2014
JPMorgan Chase October 2009 - March 2014
JPMorgan Chase 2009 - 2010
Lotus Brokerage Services May 2009 - October 2009
US Bank August 2008 - May 2009
Morningstar 2007 - 2008
Skills
Series 3, Series 6, Series 63, Investments, Portfolio Management, Asset Management, Finance, Relationship Management, Mortgage Lending, Series 7, Mortgage Banking, Banking, Uniform Combined State..., Securities, Options, Asset Managment, Real Estate, FINRA
Education
The John Marshall Law School 2010 — 2014
J.D., Law
University of Illinois at Chicago 2005 — 2009
B.S., Finance
Agruss Law Firm, LLC May 2015 - Present
Agruss Law Firm, LLC June 2014 - Present
LegalZoom April 2014 - June 2014
JPMorgan Chase October 2009 - March 2014
JPMorgan Chase 2009 - 2010
Lotus Brokerage Services May 2009 - October 2009
US Bank August 2008 - May 2009
Morningstar 2007 - 2008
Skills
Series 3, Series 6, Series 63, Investments, Portfolio Management, Asset Management, Finance, Relationship Management, Mortgage Lending, Series 7, Mortgage Banking, Banking, Uniform Combined State..., Securities, Options, Asset Managment, Real Estate, FINRA
Education
The John Marshall Law School 2010 — 2014
J.D., Law
University of Illinois at Chicago 2005 — 2009
B.S., Finance
Falshunnee Bradford Falshunnee Bradford's Morningstar Experience August 2008 - November 2010
Job Integrated Web Tools Project Manager at MORNINGSTAR INC.
Industry Financial Services
Experience
MORNINGSTAR INC. September 2012 - Present
Morningstar, Inc November 2010 - Present
Morningstar August 2008 - November 2010
Morningstar, Inc January 2005 - August 2008
Finetre Corporation August 1999 - December 2004
Skills
Product Management, Project Management, Team Management, Data Analysis, Investments, Financial Services, Business Analysis, Relationship Management, Software Project..., Analytics, Integration, Customer Relations, Vendor Management, Morningstar Direct, Management, Finance, Asset Management, Leadership, Risk Management, Competitive Analysis, Business Process..., Cross-functional Team...
Education
Southern Illinois University, Carbondale
Bachelor of Arts
The University of Memphis
MA
MORNINGSTAR INC. September 2012 - Present
Morningstar, Inc November 2010 - Present
Morningstar August 2008 - November 2010
Morningstar, Inc January 2005 - August 2008
Finetre Corporation August 1999 - December 2004
Skills
Product Management, Project Management, Team Management, Data Analysis, Investments, Financial Services, Business Analysis, Relationship Management, Software Project..., Analytics, Integration, Customer Relations, Vendor Management, Morningstar Direct, Management, Finance, Asset Management, Leadership, Risk Management, Competitive Analysis, Business Process..., Cross-functional Team...
Education
Southern Illinois University, Carbondale
Bachelor of Arts
The University of Memphis
MA
Chrissie Zhang Chrissie Zhang's Morningstar Experience June 2010 - July 2010
Job HR Specialist
Industry Human Resources
Experience
Rockwood School District October 2014 - Present
Jinglong Decoration Ltd. March 2013 - March 2014
Morningstar June 2010 - July 2010
Skills
Employee Relations, Human Resources, HR Policies, Recruiting, Performance Management, Employee Engagement, Talent Management, Talent Acquisition, Personnel Management, Onboarding, Deferred Compensation, Succession Planning, Performance Appraisal, Benefits Administration, Corel Video Studio, Microsoft Office, Photoshop, Communication, International Business, International Trade
Education
South China University of Technology 2010 — 2013
Master of Arts (M.A.), Human Resources Management
South China University of Technology 2006 — 2010
Bachelor of Arts (B.A.), Administration
Rockwood School District October 2014 - Present
Jinglong Decoration Ltd. March 2013 - March 2014
Morningstar June 2010 - July 2010
Skills
Employee Relations, Human Resources, HR Policies, Recruiting, Performance Management, Employee Engagement, Talent Management, Talent Acquisition, Personnel Management, Onboarding, Deferred Compensation, Succession Planning, Performance Appraisal, Benefits Administration, Corel Video Studio, Microsoft Office, Photoshop, Communication, International Business, International Trade
Education
South China University of Technology 2010 — 2013
Master of Arts (M.A.), Human Resources Management
South China University of Technology 2006 — 2010
Bachelor of Arts (B.A.), Administration
Yixin(Erika) Chen Yixin(Erika) Chen's Morningstar Experience December 2013 - June 2014
Job Accounting student, actively seeking 2015 internship
Industry Accounting
Experience
Morningstar December 2013 - June 2014
Baker Tilly March 2012 - February 2013
Skills
Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Teamwork, Auditing, Microsoft Excel, Business Analysis
Education
The University of Texas at Dallas 2014 — 2016
Master's Degree, Accounting
Shenzhen University 2009 — 2013
Bachelor's Degree, Accounting
Morningstar December 2013 - June 2014
Baker Tilly March 2012 - February 2013
Skills
Analysis, Financial Analysis, Microsoft Office, Microsoft Word, Financial Modeling, Teamwork, Auditing, Microsoft Excel, Business Analysis
Education
The University of Texas at Dallas 2014 — 2016
Master's Degree, Accounting
Shenzhen University 2009 — 2013
Bachelor's Degree, Accounting
Michael Leung Michael Leung's Morningstar Experience July 2015 - Present
Job Data Analyst at Morningstar
Industry Investment Management
Experience
Morningstar July 2015 - Present
Wesleyan University September 2014 - December 2014
Capital Group June 2014 - August 2014
British Chamber of Commerce in Japan September 2013 - December 2013
Wesleyan University September 2012 - May 2013
Wesleyan University January 2012 - May 2013
Atoll Volunteers June 2012 - August 2012
Wesleyan University January 2012 - May 2012
Wesleyan University September 2011 - May 2012
Wesleyan University September 2011 - May 2012
Skills
Research, Editing, Event Planning, Microsoft Excel, Data Analysis, Teaching, Chinese, Microsoft Office, Mandarin, PowerPoint, Social Media, Blogging, Community Outreach, English, Policy Analysis, Japanese, Tutoring, Copywriting, OS X, Event Management, Microsoft Word, Nonprofits, Equities, Procurement, Project Management, Strategic Planning, Leadership, Leadership Development
Education
Wesleyan University 2011 — 2015
BA, Economics; History; East Asian Studies, 3.91
Temple University Japan 2013 — 2013
Bachelor's Degree
Hwa Chong Institution, Singapore 2003 — 2008
High School
Morningstar July 2015 - Present
Wesleyan University September 2014 - December 2014
Capital Group June 2014 - August 2014
British Chamber of Commerce in Japan September 2013 - December 2013
Wesleyan University September 2012 - May 2013
Wesleyan University January 2012 - May 2013
Atoll Volunteers June 2012 - August 2012
Wesleyan University January 2012 - May 2012
Wesleyan University September 2011 - May 2012
Wesleyan University September 2011 - May 2012
Skills
Research, Editing, Event Planning, Microsoft Excel, Data Analysis, Teaching, Chinese, Microsoft Office, Mandarin, PowerPoint, Social Media, Blogging, Community Outreach, English, Policy Analysis, Japanese, Tutoring, Copywriting, OS X, Event Management, Microsoft Word, Nonprofits, Equities, Procurement, Project Management, Strategic Planning, Leadership, Leadership Development
Education
Wesleyan University 2011 — 2015
BA, Economics; History; East Asian Studies, 3.91
Temple University Japan 2013 — 2013
Bachelor's Degree
Hwa Chong Institution, Singapore 2003 — 2008
High School
Gibbons Burke Gibbons Burke's Morningstar Experience January 2010 - February 2011
Job Financial analyst, editor, research tool builder
Industry Writing and Editing
Experience
Various 1993 - Present
J. B. Levert Land Co., LLC June 2010 - June 2013
Morningstar January 2010 - February 2011
Logical Information Machines June 2000 - December 2009
Quote.com 1998 - 2000
Dow Jones Telerate 1997 - 1998
Logical Information Machines, Inc. 1993 - 1997
Futures Magazine 1992 - 1993
Technical Tools, Inc. 1986 - 1989
Dow Jones Telerate 1986 - 1989
Skills
Strategic Planning, Editing, Marketing, Project Management, Portfolio Management, Product Development, Investments, Equities, Trading, Technical Analysis, Financial Analysis, Management, Product Management, Financial Modeling, Social Media, Risk Management, Contract Negotiation, Research, Hedge Funds, Analytics, Financial Services, Business Development, Business Strategy, Analysis, Entrepreneurship, Strategy, Budgets, Start-ups, Mergers & Acquisitions, Executive Management, Venture Capital, Strategic Partnerships, Leadership, Competitive Analysis, Management Consulting
Education
Sewanee-The University of the South 1981 — 1985
Bachelor of Arts (B.A.), English Literature
Metairie Park Country Day School 1967 — 1980
High School Diploma, College/University Preparatory
Various 1993 - Present
J. B. Levert Land Co., LLC June 2010 - June 2013
Morningstar January 2010 - February 2011
Logical Information Machines June 2000 - December 2009
Quote.com 1998 - 2000
Dow Jones Telerate 1997 - 1998
Logical Information Machines, Inc. 1993 - 1997
Futures Magazine 1992 - 1993
Technical Tools, Inc. 1986 - 1989
Dow Jones Telerate 1986 - 1989
Skills
Strategic Planning, Editing, Marketing, Project Management, Portfolio Management, Product Development, Investments, Equities, Trading, Technical Analysis, Financial Analysis, Management, Product Management, Financial Modeling, Social Media, Risk Management, Contract Negotiation, Research, Hedge Funds, Analytics, Financial Services, Business Development, Business Strategy, Analysis, Entrepreneurship, Strategy, Budgets, Start-ups, Mergers & Acquisitions, Executive Management, Venture Capital, Strategic Partnerships, Leadership, Competitive Analysis, Management Consulting
Education
Sewanee-The University of the South 1981 — 1985
Bachelor of Arts (B.A.), English Literature
Metairie Park Country Day School 1967 — 1980
High School Diploma, College/University Preparatory
Cindy Sin-Yi Tsai, CFA, CAIA Cindy Sin-Yi Tsai, CFA, CAIA's Morningstar Experience 2008 - 2013
Job Founder, Investment Envisioned, Inc.
Industry Investment Management
Experience
Marco Consulting Group 2013 - 2014
Morningstar 2008 - 2013
Altair Advisers 2002 - 2008
West Hills Intitutional/Wells Fargo (fka Everen, fka First Union, fka Wachovia) 1997 - 2002
Ibbotson Associates 1993 - 1997
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Finance, General
The College of Wooster
Bachelor's degree, Business/Managerial Economics, Graduated with highest GPA in major.
Marco Consulting Group 2013 - 2014
Morningstar 2008 - 2013
Altair Advisers 2002 - 2008
West Hills Intitutional/Wells Fargo (fka Everen, fka First Union, fka Wachovia) 1997 - 2002
Ibbotson Associates 1993 - 1997
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Finance, General
The College of Wooster
Bachelor's degree, Business/Managerial Economics, Graduated with highest GPA in major.
Dominique Gupta Dominique Gupta's Morningstar Experience July 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Vanguard 2013 - August 2014
Morningstar 2011 - 2013
University of Chicago Booth School of Business 2010 - 2011
Chicago History Museum 2008 - 2010
Skills
Research, Analysis, Statistics, Proposal Writing, Library, Research Design, Archives, Interviews, Qualitative Research, Microsoft Office, Data Analysis, Public Speaking, Nonprofits, Social Media, Testing, Microsoft Excel, SPSS, Economics, Editing, Event Planning, Morningstar Direct
Education
University of Chicago 2010 — 2011
Master of Arts, Social Sciences
Simmons College 2006 — 2008
Master of Arts, Library Science and Archives Management
University of Massachusetts, Amherst 2004 — 2006
Bachelor of Arts (B.A.), History, Political Science, G.P.A. 3.86, summa cum laude
Morningstar July 2015 - Present
Vanguard 2013 - August 2014
Morningstar 2011 - 2013
University of Chicago Booth School of Business 2010 - 2011
Chicago History Museum 2008 - 2010
Skills
Research, Analysis, Statistics, Proposal Writing, Library, Research Design, Archives, Interviews, Qualitative Research, Microsoft Office, Data Analysis, Public Speaking, Nonprofits, Social Media, Testing, Microsoft Excel, SPSS, Economics, Editing, Event Planning, Morningstar Direct
Education
University of Chicago 2010 — 2011
Master of Arts, Social Sciences
Simmons College 2006 — 2008
Master of Arts, Library Science and Archives Management
University of Massachusetts, Amherst 2004 — 2006
Bachelor of Arts (B.A.), History, Political Science, G.P.A. 3.86, summa cum laude
Jack Hunsicker Jack Hunsicker's Morningstar Experience April 2015 - Present
Job CMBS Analyst at Morningstar Credit Ratings
Industry Capital Markets
Experience
Morningstar April 2015 - Present
J.P. Morgan March 2014 - April 2015
Public House September 2010 - April 2014
Kite and Key June 2012 - March 2014
Lincoln Financial Advisors January 2013 - May 2013
Temple Financial Management Association September 2011 - May 2013
Temple University Men's Club Lacrosse October 2009 - May 2013
Temple University Investment Association January 2012 - May 2012
Association for Information Systems September 2011 - May 2012
Camp Tecumseh June 2008 - August 2010
Skills
CMBS, Structured Products, Structured Finance, Research, Commercial Real Estate, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, PowerPoint, Microsoft Office, Negotiation, Finance, Business Development, Networking, Public Speaking, Social Media, Time Management, Google Docs, Critical Thinking, Higher Education, Teamwork, Market Research, Marketing, Event Planning, Social Media Marketing, Facebook
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Morningstar April 2015 - Present
J.P. Morgan March 2014 - April 2015
Public House September 2010 - April 2014
Kite and Key June 2012 - March 2014
Lincoln Financial Advisors January 2013 - May 2013
Temple Financial Management Association September 2011 - May 2013
Temple University Men's Club Lacrosse October 2009 - May 2013
Temple University Investment Association January 2012 - May 2012
Association for Information Systems September 2011 - May 2012
Camp Tecumseh June 2008 - August 2010
Skills
CMBS, Structured Products, Structured Finance, Research, Commercial Real Estate, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, PowerPoint, Microsoft Office, Negotiation, Finance, Business Development, Networking, Public Speaking, Social Media, Time Management, Google Docs, Critical Thinking, Higher Education, Teamwork, Market Research, Marketing, Event Planning, Social Media Marketing, Facebook
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Julie Austin, CFA Julie Austin, CFA's Morningstar Experience November 1999 - August 2007
Job Director of Fixed Income, Boeing Trust Investments
Industry Financial Services
Experience
Boeing April 2014 - Present
Boeing May 2010 - April 2014
Marco Consulting Group August 2007 - May 2010
Morningstar November 1999 - August 2007
Panera Bread 1996 - 1999
Skills
Risk Management, Performance Measurement, Asset Allocation, Risk Analytics, Investment Manager...
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
CFA Institute
CFA charterholder since 2006
Washington University in St. Louis
Bachelor of Arts (BA)
Boeing April 2014 - Present
Boeing May 2010 - April 2014
Marco Consulting Group August 2007 - May 2010
Morningstar November 1999 - August 2007
Panera Bread 1996 - 1999
Skills
Risk Management, Performance Measurement, Asset Allocation, Risk Analytics, Investment Manager...
Education
The University of Chicago - Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Finance
CFA Institute
CFA charterholder since 2006
Washington University in St. Louis
Bachelor of Arts (BA)
Michael Wentz Michael Wentz's Morningstar Experience January 2011 - January 2014
Job CFO at Wentz, LLC
Industry Health, Wellness and Fitness
Experience
Wentz, LLC April 2015 - Present
Morningstar Holland B.V. January 2014 - April 2015
Morningstar January 2011 - January 2014
Wedbush Morgan August 2007 - January 2011
Smith Barney March 2004 - June 2006
Tom James May 2003 - March 2004
Skills
Equity Research, Equities, Equity Valuation, Investments, Series 7, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Securities, Financial Analysis, New Business Development, Sales, Project Management, Asset Management, Business Development
Education
Thunderbird School of Global Management 2006 — 2007
MBA in Global Finance, Finance
Texas State University 2000 — 2003
BA, MARKETING
Katy Taylor High School 1998 — 1999
Midland High School
Wentz, LLC April 2015 - Present
Morningstar Holland B.V. January 2014 - April 2015
Morningstar January 2011 - January 2014
Wedbush Morgan August 2007 - January 2011
Smith Barney March 2004 - June 2006
Tom James May 2003 - March 2004
Skills
Equity Research, Equities, Equity Valuation, Investments, Series 7, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Alternative Investments, Capital Markets, Series 63, Asset Managment, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Securities, Financial Analysis, New Business Development, Sales, Project Management, Asset Management, Business Development
Education
Thunderbird School of Global Management 2006 — 2007
MBA in Global Finance, Finance
Texas State University 2000 — 2003
BA, MARKETING
Katy Taylor High School 1998 — 1999
Midland High School
Bruce Weaver's Morningstar Experience 1993 - 1997
Job Service Delivery Director at Keystone Business Services, NetSuite Solution Provider
Industry Computer Software
Experience
Keystone Business Services, NetSuite Solution Provider December 2013 - Present
SAP LABs LLC April 2006 - December 2011
SAP Labs LLC October 2002 - April 2006
SAP Labs LLC 1998 - 2002
Campbell Software 1998 - 2002
Morningstar 1993 - 1997
Skills
CRM, Requirements Analysis, Product Management, Cross-functional Team..., Workforce Management, SAP, Process Improvement, Enterprise Software, Pre-sales, Program Management, Business Process, Strategic Partnerships, Management
Education
Southern Illinois University, Edwardsville 1987 — 1990
Business Operations Management
Keystone Business Services, NetSuite Solution Provider December 2013 - Present
SAP LABs LLC April 2006 - December 2011
SAP Labs LLC October 2002 - April 2006
SAP Labs LLC 1998 - 2002
Campbell Software 1998 - 2002
Morningstar 1993 - 1997
Skills
CRM, Requirements Analysis, Product Management, Cross-functional Team..., Workforce Management, SAP, Process Improvement, Enterprise Software, Pre-sales, Program Management, Business Process, Strategic Partnerships, Management
Education
Southern Illinois University, Edwardsville 1987 — 1990
Business Operations Management
Brandon Steward Brandon Steward's Morningstar Experience June 2011 - Present
Job Direct Support Professional
Industry Mental Health Care
Experience
Morningstar June 2011 - Present
Community Options, Inc. February 2010 - April 2012
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Intellectual..., Developmental..., Residential Services
Education
Cookeville High School
Tennessee Technological University
Morningstar June 2011 - Present
Community Options, Inc. February 2010 - April 2012
Skills
Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Intellectual..., Developmental..., Residential Services
Education
Cookeville High School
Tennessee Technological University
Andrew Weiner Andrew Weiner's Morningstar Experience September 2014 - Present
Job Product Consultant at Morningstar
Industry Public Policy
Experience
Morningstar September 2014 - Present
Foreign Policy June 2014 - Present
The Michigan Daily December 2012 - Present
The Michigan Daily August 2012 - December 2012
Facebook May 2012 - August 2012
The Michigan Daily October 2010 - May 2012
Summer in the City May 2011 - August 2011
Skills
Social Media, Writing, Organizational..., Editing, Editorial, Proofreading, Publishing, Newspaper, Journalism, Blogging, Strategic Communications, Public Speaking, Facebook, Press Releases, Fundraising, Research, Newspapers
Education
University of Michigan - Ford School of Public Policy 2010 — 2014
Bachelor's Degree, International Relations and Affairs
The London School of Economics and Political Science (LSE) 2013 — 2013
International Relations and Affairs
Andover High School 2006 — 2010
Morningstar September 2014 - Present
Foreign Policy June 2014 - Present
The Michigan Daily December 2012 - Present
The Michigan Daily August 2012 - December 2012
Facebook May 2012 - August 2012
The Michigan Daily October 2010 - May 2012
Summer in the City May 2011 - August 2011
Skills
Social Media, Writing, Organizational..., Editing, Editorial, Proofreading, Publishing, Newspaper, Journalism, Blogging, Strategic Communications, Public Speaking, Facebook, Press Releases, Fundraising, Research, Newspapers
Education
University of Michigan - Ford School of Public Policy 2010 — 2014
Bachelor's Degree, International Relations and Affairs
The London School of Economics and Political Science (LSE) 2013 — 2013
International Relations and Affairs
Andover High School 2006 — 2010
Jim Foster, CFA Jim Foster, CFA's Morningstar Experience March 2009 - February 2012
Job Vice President, Investment Strategist at AIG Advisor Group
Industry Financial Services
Experience
Symphony Consulting LLC April 2015 - Present
AIG Advisor Group June 2012 - March 2015
Morningstar Investment Management January 2012 - June 2012
Morningstar March 2009 - February 2012
Morningstar January 2006 - March 2009
Morningstar April 2000 - December 2005
Brinson Partners, a division of UBS Asset Management December 1998 - March 2000
Security Capital Group 1996 - 1998
Skills
Portfolio Management, Asset Management, Fund Research, Manager Search &..., Team Management, New Business Development, Global Strategy, Research, Asset Managment, Series 7, Wealth Management, Investments, Investment Strategies, Alternative Investments, Financial Services, Equities, Risk Management, Mutual Funds, Investment Management, Investment Advisory, Analysis, Hedge Funds, Asset Allocation, Financial Analysis, Fixed Income, Securities
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Tufts University 1986 — 1990
BA, Political Science
Bronxville, HS 1982 — 1986
Symphony Consulting LLC April 2015 - Present
AIG Advisor Group June 2012 - March 2015
Morningstar Investment Management January 2012 - June 2012
Morningstar March 2009 - February 2012
Morningstar January 2006 - March 2009
Morningstar April 2000 - December 2005
Brinson Partners, a division of UBS Asset Management December 1998 - March 2000
Security Capital Group 1996 - 1998
Skills
Portfolio Management, Asset Management, Fund Research, Manager Search &..., Team Management, New Business Development, Global Strategy, Research, Asset Managment, Series 7, Wealth Management, Investments, Investment Strategies, Alternative Investments, Financial Services, Equities, Risk Management, Mutual Funds, Investment Management, Investment Advisory, Analysis, Hedge Funds, Asset Allocation, Financial Analysis, Fixed Income, Securities
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Tufts University 1986 — 1990
BA, Political Science
Bronxville, HS 1982 — 1986
Yash Grover Yash Grover's Morningstar Experience January 2006 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar January 2006 - Present
Morningstar January 2006 - January 2014
Morningstar January 2006 - December 2008
Skills
Equity Research, Equities, Market Research, Corporate Finance, Portfolio Management, Valuation
Education
Delhi
Sikkim Manipal University of Health, Medical and Technological Sciences
MBA, Finance
Morningstar January 2006 - Present
Morningstar January 2006 - January 2014
Morningstar January 2006 - December 2008
Skills
Equity Research, Equities, Market Research, Corporate Finance, Portfolio Management, Valuation
Education
Delhi
Sikkim Manipal University of Health, Medical and Technological Sciences
MBA, Finance
Randy Westmoreland Randy Westmoreland's Morningstar Experience September 2015 - Present
Job Senior Engineer at Morningstar
Industry Financial Services
Experience
Morningstar September 2015 - Present
Underwriters Laboratories October 2014 - September 2015
Underwriters Laboratories April 2014 - October 2014
Leo Burnett Interactive July 2013 - April 2014
Leo Burnett Interactive January 2013 - July 2013
Arc Worldwide February 2010 - January 2013
Verizon Wireless December 2006 - February 2010
Verizon Wireless December 2004 - December 2006
Skills
ActionScript, .NET, Objective-C, C#, Flex, Unity3D, 3D Studio Max, ASP.NET, SDLC, Java, IIS, Adobe AIR, Microsoft SQL Server, Visual Studio, Test Driven Development, T-SQL, SharePoint Server, Powershell, Enterprise Library, Visual Studio Team..., Xcode, Python, Django, ASP.NET MVC 4, Full Stack Development, Ninject, SQL Server Management..., Moq, Visual C#, Dependency Injection, Entity Framework, IoC, Windows Azure, Windows Server, Team Foundation Studio, DBdeploy.NET, CruiseControl.NET, dotCover (JetBrains), jQuery, AngularJS, LESS, ASP.NET MVC, REST, WCF Services
Education
The Illinois Institute of Art-Schaumburg 1999 — 2002
Bachelor's degree, Media Arts and Animation, 3.4
Morningstar September 2015 - Present
Underwriters Laboratories October 2014 - September 2015
Underwriters Laboratories April 2014 - October 2014
Leo Burnett Interactive July 2013 - April 2014
Leo Burnett Interactive January 2013 - July 2013
Arc Worldwide February 2010 - January 2013
Verizon Wireless December 2006 - February 2010
Verizon Wireless December 2004 - December 2006
Skills
ActionScript, .NET, Objective-C, C#, Flex, Unity3D, 3D Studio Max, ASP.NET, SDLC, Java, IIS, Adobe AIR, Microsoft SQL Server, Visual Studio, Test Driven Development, T-SQL, SharePoint Server, Powershell, Enterprise Library, Visual Studio Team..., Xcode, Python, Django, ASP.NET MVC 4, Full Stack Development, Ninject, SQL Server Management..., Moq, Visual C#, Dependency Injection, Entity Framework, IoC, Windows Azure, Windows Server, Team Foundation Studio, DBdeploy.NET, CruiseControl.NET, dotCover (JetBrains), jQuery, AngularJS, LESS, ASP.NET MVC, REST, WCF Services
Education
The Illinois Institute of Art-Schaumburg 1999 — 2002
Bachelor's degree, Media Arts and Animation, 3.4
Jaime M. Katz, CFA's Morningstar Experience August 2011 - Present
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2011 - Present
Credit Agricole CIB 2010 - 2011
William Blair 2005 - 2008
Mesirow Financial 2002 - 2005
Scudder Kemper Investments 1999 - 2002
Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Org. Behavior
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Morningstar August 2011 - Present
Credit Agricole CIB 2010 - 2011
William Blair 2005 - 2008
Mesirow Financial 2002 - 2005
Scudder Kemper Investments 1999 - 2002
Skills
Equities, Bloomberg, Valuation, Investment Management, Financial Modeling, Equity Research, DCF, Asset Management, Investments, Morningstar Direct, Portfolio Management, Equity Valuation
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting & Org. Behavior
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Dennis Leise Dennis Leise's Morningstar Experience August 2006 - August 2010
Job Senior QA Analyst at AwardSpring
Industry Education Management
Experience
AwardSpring December 2014 - Present
Cappex.com May 2013 - Present
Belvedere Trading, LLC August 2010 - May 2013
Morningstar August 2006 - August 2010
Morningstar 2006 - August 2010
Morningstar Inc August 2001 - August 2006
Morningstar 1999 - 2006
Morningstar Inc November 1999 - August 2001
Excell Personnel Services 1998 - 1998
Unimast Incorporated 1997 - 1998
Skills
Quality Assurance, Portfolio Management, Testing, Agile Methodologies, Options, SDLC, C++, SQL, Process Improvement, Enterprise Software, Leadership, Business Analysis, Technical Writing, Visio, Data Analysis, Management
Education
Slippery Rock University of Pennsylvania 1993 — 1997
BA, Communication
Slippery Rock University
Bachelor of Arts, Communication
AwardSpring December 2014 - Present
Cappex.com May 2013 - Present
Belvedere Trading, LLC August 2010 - May 2013
Morningstar August 2006 - August 2010
Morningstar 2006 - August 2010
Morningstar Inc August 2001 - August 2006
Morningstar 1999 - 2006
Morningstar Inc November 1999 - August 2001
Excell Personnel Services 1998 - 1998
Unimast Incorporated 1997 - 1998
Skills
Quality Assurance, Portfolio Management, Testing, Agile Methodologies, Options, SDLC, C++, SQL, Process Improvement, Enterprise Software, Leadership, Business Analysis, Technical Writing, Visio, Data Analysis, Management
Education
Slippery Rock University of Pennsylvania 1993 — 1997
BA, Communication
Slippery Rock University
Bachelor of Arts, Communication
Bradley Kay Bradley Kay's Morningstar Experience January 2010 - May 2011
Job Investment Management Professional
Industry Investment Management
Experience
Institute for Advanced Study March 2014 - Present
AQR Capital Management 2011 - 2013
Morningstar January 2010 - May 2011
Morningstar August 2008 - December 2009
Morningstar March 2008 - July 2008
Morningstar September 2006 - February 2008
Morningstar August 2005 - August 2006
Skills
Statistical Data..., Econometrics, Python, Eviews, Microsoft Excel, Expected Returns for..., Alternative Investments, Risk Modeling, Portfolio Optimization, Portfolio Construction, Portfolio Performance...
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Analytic Finance & Economics
University of Cambridge 2002 — 2005
Bachelor of Arts (BA), Mathematics
Institute for Advanced Study March 2014 - Present
AQR Capital Management 2011 - 2013
Morningstar January 2010 - May 2011
Morningstar August 2008 - December 2009
Morningstar March 2008 - July 2008
Morningstar September 2006 - February 2008
Morningstar August 2005 - August 2006
Skills
Statistical Data..., Econometrics, Python, Eviews, Microsoft Excel, Expected Returns for..., Alternative Investments, Risk Modeling, Portfolio Optimization, Portfolio Construction, Portfolio Performance...
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Analytic Finance & Economics
University of Cambridge 2002 — 2005
Bachelor of Arts (BA), Mathematics
Nicole Goldman Nicole Goldman's Morningstar Experience July 2011 - November 2011
Job Judicial Intern for the Honorable James E. Boasberg at United States District Court for the District of Columbia
Industry
Experience
Gibson, Dunn & Crutcher LLP May 2015 - July 2015
United States District Court for the District of Columbia May 2014 - July 2014
Jewish Child Care Association May 2012 - August 2012
Morningstar July 2011 - November 2011
CheckPoint HR May 2011 - July 2011
Jewish Renaissance Medical Center May 2010 - August 2010
Skills
Quantitative Analytics
Education
The George Washington University Law School 2013 — 2016
Juris Doctor (J.D.)
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics
University of Sydney
Gibson, Dunn & Crutcher LLP May 2015 - July 2015
United States District Court for the District of Columbia May 2014 - July 2014
Jewish Child Care Association May 2012 - August 2012
Morningstar July 2011 - November 2011
CheckPoint HR May 2011 - July 2011
Jewish Renaissance Medical Center May 2010 - August 2010
Skills
Quantitative Analytics
Education
The George Washington University Law School 2013 — 2016
Juris Doctor (J.D.)
University of Rochester 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics
University of Sydney
Lindsey Joseph Lindsey Joseph's Morningstar Experience May 2013 - July 2013
Job Management Consulting Analyst at Accenture
Industry Management Consulting
Experience
Accenture August 2015 - Present
Lincoln Financial Advisors - Andrew Michel and Associates September 2013 - May 2015
Accenture June 2014 - August 2014
Morningstar May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Business Analysis, Analysis, Customer Service, Data Analysis, PowerPoint, Access, Microsoft Word, Team Leadership, Financial Analysis, Strategic Financial...
Education
The Ohio State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Solon High School 2007 — 2011
Accenture August 2015 - Present
Lincoln Financial Advisors - Andrew Michel and Associates September 2013 - May 2015
Accenture June 2014 - August 2014
Morningstar May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Business Analysis, Analysis, Customer Service, Data Analysis, PowerPoint, Access, Microsoft Word, Team Leadership, Financial Analysis, Strategic Financial...
Education
The Ohio State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Solon High School 2007 — 2011
Alex Frankel Alex Frankel's Morningstar Experience May 2015 - July 2015
Job Student at The Ohio State University
Industry Financial Services
Experience
Morningstar May 2015 - July 2015
Prime Social Group September 2013 - April 2015
Stark Enterprises June 2014 - August 2014
Stark Enterprises May 2014 - June 2014
Pinnacle Marketing, Inc. May 2013 - August 2013
Waterway Gas & Wash January 2012 - September 2012
Waterway Gas & Wash October 2011 - January 2012
Skills
Adobe Photoshop, Mac OS, Microsoft Word, Licensing, Facebook, Photoshop, Video Editing, Video Production, Social Networking, Sales, WordPress, Social Media Marketing
Education
The Ohio State University Fisher College of Business 2014 — 2017
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University School 2010 — 2013
High School Diploma
Morningstar May 2015 - July 2015
Prime Social Group September 2013 - April 2015
Stark Enterprises June 2014 - August 2014
Stark Enterprises May 2014 - June 2014
Pinnacle Marketing, Inc. May 2013 - August 2013
Waterway Gas & Wash January 2012 - September 2012
Waterway Gas & Wash October 2011 - January 2012
Skills
Adobe Photoshop, Mac OS, Microsoft Word, Licensing, Facebook, Photoshop, Video Editing, Video Production, Social Networking, Sales, WordPress, Social Media Marketing
Education
The Ohio State University Fisher College of Business 2014 — 2017
Bachelor of Business Administration (BBA), Finance, General
The Ohio State University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University School 2010 — 2013
High School Diploma
Chad Henderson Chad Henderson's Morningstar Experience July 2013 - January 2014
Job IT Coordinator/Helpdesk Analyst at AIDS Foundation of Chicago
Industry Computer Networking
Experience
AIDS Foundation of Chicago July 2015 - Present
CME Group February 2015 - March 2015
InnerWorkings March 2014 - January 2015
Morningstar July 2013 - January 2014
Skills
Microsoft Office, Customer Service, Network Support, Hardware Installation, Workstation Deployment, Hardware Diagnostics, Inventory Control, PC Imaging, Hardware Support, Mac Imaging, Windows 7, Windows XP Pro, Windows XP, PowerPoint, Troubleshooting, Computer Hardware
Education
Year Up-Chicago 2013 — 2014
Computer Science
South Suburban College 2012 — 2013
Computer Science
AIDS Foundation of Chicago July 2015 - Present
CME Group February 2015 - March 2015
InnerWorkings March 2014 - January 2015
Morningstar July 2013 - January 2014
Skills
Microsoft Office, Customer Service, Network Support, Hardware Installation, Workstation Deployment, Hardware Diagnostics, Inventory Control, PC Imaging, Hardware Support, Mac Imaging, Windows 7, Windows XP Pro, Windows XP, PowerPoint, Troubleshooting, Computer Hardware
Education
Year Up-Chicago 2013 — 2014
Computer Science
South Suburban College 2012 — 2013
Computer Science
Trey Dott Trey Dott's Morningstar Experience April 2014 - Present
Job Commodity data analyst
Industry Financial Services
Experience
Morningstar April 2014 - Present
CMC America November 2012 - April 2014
RCS Corporation April 2011 - August 2012
Skills
Curriculum Design, Curriculum Development, Educational Technology, Teacher Training, Public Speaking, Intercultural..., Japanese, Microsoft Office, VBA, Regression Analysis, Financial Modeling, Economics, Bloomberg, SQL, Bloomberg Terminal, Equity Research, Microsoft Excel
Education
Texas State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Morningstar April 2014 - Present
CMC America November 2012 - April 2014
RCS Corporation April 2011 - August 2012
Skills
Curriculum Design, Curriculum Development, Educational Technology, Teacher Training, Public Speaking, Intercultural..., Japanese, Microsoft Office, VBA, Regression Analysis, Financial Modeling, Economics, Bloomberg, SQL, Bloomberg Terminal, Equity Research, Microsoft Excel
Education
Texas State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Hal Hershfield Hal Hershfield's Morningstar Experience June 2015 - Present
Job Assistant Professor at UCLA Anderson School of Management
Industry Research
Experience
Morningstar June 2015 - Present
UCLA Anderson School of Management July 2014 - Present
Abaris Financial January 2014 - Present
NYU Stern School of Business August 2011 - June 2014
Kellogg School of Management July 2009 - August 2011
Stanford University September 2003 - July 2009
Harvard Medical School 2001 - 2003
Skills
SPSS, Statistics, Research Design, Marketing, Psychology, Research, Higher Education, Experimental Design, Qualitative Research, University Teaching, Data Analysis, Lecturing, Science, Stata, Quantitative Research
Education
Stanford University 2003 — 2009
Ph.D., Psychology
Tufts University 1997 — 2001
B.A., Psychology/English
Morningstar June 2015 - Present
UCLA Anderson School of Management July 2014 - Present
Abaris Financial January 2014 - Present
NYU Stern School of Business August 2011 - June 2014
Kellogg School of Management July 2009 - August 2011
Stanford University September 2003 - July 2009
Harvard Medical School 2001 - 2003
Skills
SPSS, Statistics, Research Design, Marketing, Psychology, Research, Higher Education, Experimental Design, Qualitative Research, University Teaching, Data Analysis, Lecturing, Science, Stata, Quantitative Research
Education
Stanford University 2003 — 2009
Ph.D., Psychology
Tufts University 1997 — 2001
B.A., Psychology/English
Brandon Wood's Morningstar Experience April 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar February 2015 - April 2015
Morningstar October 2013 - February 2015
Morningstar May 2013 - October 2013
Morningstar March 2012 - May 2013
Velocitel Energy Solutions Inc. February 2011 - August 2011
Lincoln Renewable Energy, LLC May 2010 - January 2011
J-POWER August 2009 - March 2010
Exelon Corporation June 2008 - July 2008
Skills
Excel, Word, PowerPoint, Energy, Renewable Energy, Environmental, New Business Development, Research, Microsoft Office, Financial Modeling, Analysis, Market Analysis, Market Research, Morningstar, Product Support, Integrated Marketing, Finance, Customer Satisfaction, Team Management, Financial Planning, Customer Service, Management, Microsoft Excel, Business Development, Financial Analysis, Consulting, Investments
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
DePauw University 2005 — 2009
BA
Morningstar April 2015 - Present
Morningstar February 2015 - April 2015
Morningstar October 2013 - February 2015
Morningstar May 2013 - October 2013
Morningstar March 2012 - May 2013
Velocitel Energy Solutions Inc. February 2011 - August 2011
Lincoln Renewable Energy, LLC May 2010 - January 2011
J-POWER August 2009 - March 2010
Exelon Corporation June 2008 - July 2008
Skills
Excel, Word, PowerPoint, Energy, Renewable Energy, Environmental, New Business Development, Research, Microsoft Office, Financial Modeling, Analysis, Market Analysis, Market Research, Morningstar, Product Support, Integrated Marketing, Finance, Customer Satisfaction, Team Management, Financial Planning, Customer Service, Management, Microsoft Excel, Business Development, Financial Analysis, Consulting, Investments
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
DePauw University 2005 — 2009
BA
J.D. Romero J.D. Romero's Morningstar Experience May 2010 - July 2011
Job Senior Associate at PwC
Industry Management Consulting
Experience
PwC August 2014 - Present
Morningstar Investment Management July 2011 - July 2014
Morningstar May 2010 - July 2011
Dearborn Capital Management May 2009 - May 2010
Skills
Equity Research, Risk Management, Financial Reporting, Private Equity, Investment Management, Portfolio Management, Electronic Trading, Asset Management, Hedge Funds, Capital Markets, Banking, Financial Services, Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Economics
University of Illinois at Chicago 2009 — 2011
Bachelor, Finance/Information Systems
PwC August 2014 - Present
Morningstar Investment Management July 2011 - July 2014
Morningstar May 2010 - July 2011
Dearborn Capital Management May 2009 - May 2010
Skills
Equity Research, Risk Management, Financial Reporting, Private Equity, Investment Management, Portfolio Management, Electronic Trading, Asset Management, Hedge Funds, Capital Markets, Banking, Financial Services, Credit Risk, Credit Analysis, Financial Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Economics
University of Illinois at Chicago 2009 — 2011
Bachelor, Finance/Information Systems
David McClellan David McClellan's Morningstar Experience August 2001 - August 2004
Job Financial Advisor at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP August 2015 - Present
Urban Prairie Waldorf School May 2008 - Present
1871 December 2014 - Present
Albridge, an Affiliate of Pershing March 2011 - Present
Swim Across America,Inc December 2011 - December 2014
Alliance for the Great Lakes November 2005 - October 2011
iNautix USA, a division of Pershing LLC September 2008 - February 2011
ProofSpace March 2007 - April 2008
Morningstar LLC August 2004 - March 2007
Morningstar August 2001 - August 2004
Skills
Financial Services, Series 65, Investment Advisory..., Retirement Income..., Retirement Planning, Financial Planning, Investments, Wealth Management, Sales, Business Development, New Business Development, Relationship Management, Business Strategy, Strategic Planning, Competitive Analysis, Customer Value..., Employee Value..., Product Strategy, Product Innovation, Product Development, User Experience, Product Management, Marketing Strategy, Market Research, Marketing Communications, Entrepreneurship, Start-ups, Financial Technology, Start-up Consulting, Leadership, Thought Leadership, Non-profit Leadership, Non-profit Boards, Fundraising, Management, Consulting, Change Management, Public Speaking, Business Writing, Microsoft Excel, Financial Modeling
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
The University of Texas at Austin 1986 — 1990
B.A. with Honors
Martin County High School 1982 — 1987
Forum Financial Management, LP August 2015 - Present
Urban Prairie Waldorf School May 2008 - Present
1871 December 2014 - Present
Albridge, an Affiliate of Pershing March 2011 - Present
Swim Across America,Inc December 2011 - December 2014
Alliance for the Great Lakes November 2005 - October 2011
iNautix USA, a division of Pershing LLC September 2008 - February 2011
ProofSpace March 2007 - April 2008
Morningstar LLC August 2004 - March 2007
Morningstar August 2001 - August 2004
Skills
Financial Services, Series 65, Investment Advisory..., Retirement Income..., Retirement Planning, Financial Planning, Investments, Wealth Management, Sales, Business Development, New Business Development, Relationship Management, Business Strategy, Strategic Planning, Competitive Analysis, Customer Value..., Employee Value..., Product Strategy, Product Innovation, Product Development, User Experience, Product Management, Marketing Strategy, Market Research, Marketing Communications, Entrepreneurship, Start-ups, Financial Technology, Start-up Consulting, Leadership, Thought Leadership, Non-profit Leadership, Non-profit Boards, Fundraising, Management, Consulting, Change Management, Public Speaking, Business Writing, Microsoft Excel, Financial Modeling
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
The University of Texas at Austin 1986 — 1990
B.A. with Honors
Martin County High School 1982 — 1987
Troy Skeeters's Morningstar Experience April 1991 - July 1996
Job Executive Assistant at STRIKEFORCE COMMUNICATIONS LLC
Industry
Experience
Pietro Lembo Real Estate Broker August 2015 - Present
STRIKEFORCE COMMUNICATIONS LLC June 2014 - Present
Photo Group May 2013 - September 2014
SAG-AFTRA February 2008 - May 2013
FCB Global August 1996 - February 2008
Morningstar April 1991 - July 1996
Skills
Television, Film, Acting, Theatre, Comedy, Improvisation, Stage, Drama, Commercials, Feature Films, Short Films, Entertainment, Shakespeare, Plays, Performing Arts
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Theatre/Acting Specialization
Pietro Lembo Real Estate Broker August 2015 - Present
STRIKEFORCE COMMUNICATIONS LLC June 2014 - Present
Photo Group May 2013 - September 2014
SAG-AFTRA February 2008 - May 2013
FCB Global August 1996 - February 2008
Morningstar April 1991 - July 1996
Skills
Television, Film, Acting, Theatre, Comedy, Improvisation, Stage, Drama, Commercials, Feature Films, Short Films, Entertainment, Shakespeare, Plays, Performing Arts
Education
Southern Illinois University, Carbondale
Bachelor's Degree, Theatre/Acting Specialization
Kathryn Spica, CFA Kathryn Spica, CFA's Morningstar Experience October 2013 - April 2015
Job Senior Investment Analyst at Portfolio Evaluations, Inc. (PEI)
Industry Financial Services
Experience
Portfolio Evaluations, Inc. (PEI) April 2015 - Present
Morningstar October 2013 - April 2015
Morningstar August 2011 - October 2013
Morningstar August 2009 - August 2011
Morningstar August 2008 - August 2009
Morningstar July 2007 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2013
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Bachelor of Science
Portfolio Evaluations, Inc. (PEI) April 2015 - Present
Morningstar October 2013 - April 2015
Morningstar August 2011 - October 2013
Morningstar August 2009 - August 2011
Morningstar August 2008 - August 2009
Morningstar July 2007 - August 2008
Education
The University of Chicago - Booth School of Business 2008 — 2013
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Bachelor of Science
Arturo Frausto, MBA Arturo Frausto, MBA's Morningstar Experience December 2013 - July 2015
Job Vice President of Sales at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions July 2015 - Present
Morningstar December 2013 - July 2015
Morningstar Inc. September 2008 - November 2013
Morningstar October 2006 - August 2008
Morningstar May 2005 - September 2006
JPMorgan Chase & Co. May 2004 - April 2005
Prudential Financial May 2003 - April 2004
Skills
Portfolio Management, Investments, Asset Managment, Equities, Capital Markets, Investment Management, Strategy, Financial Modeling, Financial Services, Finance, Business Development, Risk Management, Financial Analysis, Valuation, Asset Allocation, Management, Wealth Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Business
Informa Investment Solutions July 2015 - Present
Morningstar December 2013 - July 2015
Morningstar Inc. September 2008 - November 2013
Morningstar October 2006 - August 2008
Morningstar May 2005 - September 2006
JPMorgan Chase & Co. May 2004 - April 2005
Prudential Financial May 2003 - April 2004
Skills
Portfolio Management, Investments, Asset Managment, Equities, Capital Markets, Investment Management, Strategy, Financial Modeling, Financial Services, Finance, Business Development, Risk Management, Financial Analysis, Valuation, Asset Allocation, Management, Wealth Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Business
Andrew Daniels, CFA, CMA's Morningstar Experience September 2015 - Present
Job Analyst & MBA Candidate
Industry Investment Management
Experience
Morningstar September 2015 - Present
Evanston Advisors October 2013 - August 2015
Caterpillar Inc. June 2012 - October 2013
The University of Iowa August 2010 - May 2012
American Metalcraft, Inc. May 2010 - March 2012
The Krause Fund August 2011 - December 2011
My College Homepage, LLC September 2009 - January 2011
Skills
Spanish, Mandarin, Excel, Bloomberg Terminal, Factset, Syspro, Apex Data Loader, SAS, Strategic Planning, Data Analysis, PowerPoint, Entrepreneurship, Microsoft Excel, Analysis, Microsoft Word, Research, Social Networking, Project Management, Economics, Financial Modeling, Financial Analysis, Market Research, Microsoft Office, Finance, Time Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Iowa 2008 — 2012
B.B.A, Finance, Economics, Marketing
Morningstar September 2015 - Present
Evanston Advisors October 2013 - August 2015
Caterpillar Inc. June 2012 - October 2013
The University of Iowa August 2010 - May 2012
American Metalcraft, Inc. May 2010 - March 2012
The Krause Fund August 2011 - December 2011
My College Homepage, LLC September 2009 - January 2011
Skills
Spanish, Mandarin, Excel, Bloomberg Terminal, Factset, Syspro, Apex Data Loader, SAS, Strategic Planning, Data Analysis, PowerPoint, Entrepreneurship, Microsoft Excel, Analysis, Microsoft Word, Research, Social Networking, Project Management, Economics, Financial Modeling, Financial Analysis, Market Research, Microsoft Office, Finance, Time Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
University of Iowa 2008 — 2012
B.B.A, Finance, Economics, Marketing
James Brendel James Brendel's Morningstar Experience July 2013 - Present
Job Product Manager, Portfolio Accounting & Management
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar, Inc January 2011 - July 2013
Morningstar, Inc. July 2007 - January 2011
University of Illinois at Chicago 2006 - December 2008
Northern Trust Company November 2006 - June 2007
Northern Trust 2004 - 2007
Northern Trust Bank February 2005 - October 2006
U.S. Army November 1996 - September 2004
Risetime 2004 - 2004
Risetime 2004 - 2004
Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management
Education
University of Illinois at Chicago 2005 — 2008
MBA
Southern Illinois University, Carbondale 1988 — 1992
B.S.
Morningstar July 2013 - Present
Morningstar, Inc January 2011 - July 2013
Morningstar, Inc. July 2007 - January 2011
University of Illinois at Chicago 2006 - December 2008
Northern Trust Company November 2006 - June 2007
Northern Trust 2004 - 2007
Northern Trust Bank February 2005 - October 2006
U.S. Army November 1996 - September 2004
Risetime 2004 - 2004
Risetime 2004 - 2004
Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management
Education
University of Illinois at Chicago 2005 — 2008
MBA
Southern Illinois University, Carbondale 1988 — 1992
B.S.
James Clendennen James Clendennen's Morningstar Experience June 2009 - June 2015
Job Systems Analyst at Texas Mutual Insurance Company
Industry Financial Services
Experience
Texas Mutual Insurance Company June 2015 - Present
Morningstar June 2009 - June 2015
Engauge (US) October 2008 - May 2009
Skills
SQL, Java, C++, Linux, C#, Spring MVC, Hibernate, JSP, JavaScript, HTML
Education
Texas State University-San Marcos 2004 — 2008
Bachelor's degree, Computer Science
Texas Mutual Insurance Company June 2015 - Present
Morningstar June 2009 - June 2015
Engauge (US) October 2008 - May 2009
Skills
SQL, Java, C++, Linux, C#, Spring MVC, Hibernate, JSP, JavaScript, HTML
Education
Texas State University-San Marcos 2004 — 2008
Bachelor's degree, Computer Science
Salman Khoja's Morningstar Experience Product ManagerMorningstarNovember 2011 - Present
Job Product Manager at Morningstar Inc.
Industry Financial Services
Experience
Morningstar Product ManagerMorningstarNovember 2011 - Present
Education
St. Mary's University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Morningstar Product ManagerMorningstarNovember 2011 - Present
Education
St. Mary's University 2000 — 2006
Bachelor of Business Administration (B.B.A.), Marketing, 3.4
Stephanie Huang Stephanie Huang's Morningstar Experience March 2013 - March 2013
Job Analyst at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2015 - Present
University of Chicago September 2011 - March 2015
Credit Suisse May 2014 - August 2014
Aris Global June 2013 - September 2013
Morningstar March 2013 - March 2013
University of Chicago Booth School of Business April 2012 - August 2012
Brown University June 2011 - September 2011
Skills
Economics, Research, French, Microsoft Office 2007, Microsoft Excel, R, Data Analysis, Microsoft Office
Education
The University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3rd Year
London School of Economics and Political Science 2013 — 2014
General Course, Economics
East Greenwich High School 2007 — 2011
High School Diploma
Credit Suisse July 2015 - Present
University of Chicago September 2011 - March 2015
Credit Suisse May 2014 - August 2014
Aris Global June 2013 - September 2013
Morningstar March 2013 - March 2013
University of Chicago Booth School of Business April 2012 - August 2012
Brown University June 2011 - September 2011
Skills
Economics, Research, French, Microsoft Office 2007, Microsoft Excel, R, Data Analysis, Microsoft Office
Education
The University of Chicago 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3rd Year
London School of Economics and Political Science 2013 — 2014
General Course, Economics
East Greenwich High School 2007 — 2011
High School Diploma
Alex Bryan Alex Bryan's Morningstar Experience August 2012 - Present
Job Research Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2012 - Present
Morningstar June 2011 - August 2012
Morningstar November 2009 - May 2011
Morningstar July 2008 - October 2009
Washington University Center for Research in Economics and Strategy June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Asset Allocation, Capital Markets, Valuation, Mutual Funds, Equities, Data Analysis, Financial Modeling, Strategy, Fixed Income, Financial Analysis, Morningstar Direct, Investments, Quantitative Analytics, Portfolio Management, Finance, Asset Management, Hedge Funds
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
Morningstar August 2012 - Present
Morningstar June 2011 - August 2012
Morningstar November 2009 - May 2011
Morningstar July 2008 - October 2009
Washington University Center for Research in Economics and Strategy June 2007 - August 2007
Lehman Brothers January 2007 - May 2007
Skills
Asset Allocation, Capital Markets, Valuation, Mutual Funds, Equities, Data Analysis, Financial Modeling, Strategy, Fixed Income, Financial Analysis, Morningstar Direct, Investments, Quantitative Analytics, Portfolio Management, Finance, Asset Management, Hedge Funds
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance, Accounting, Entrepreneurship
Washington University in St. Louis 2004 — 2008
BA, Economics, Finance
Ariel Wen, CFA's Morningstar Experience November 2012 - August 2014
Job Financial Analyst, Mobile & Connected Solutions at SanDisk
Industry Financial Services
Experience
SanDisk June 2015 - Present
Morningstar November 2012 - August 2014
Morningstar July 2010 - October 2012
State Farm Insurance June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Economics, Data Analysis, Valuation, Quantitative Analytics, Equities, Mutual Funds, Asset Management, Stata, Equity Research, Bloomberg, SAP BPC, SAP BI, Tableau, JIRA, ThomsonOne
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
Wellesley College 2006 — 2010
BA, Economics, Cum Laude
London School of Economics and Political Science 2008 — 2009
Economics, General Course
SanDisk June 2015 - Present
Morningstar November 2012 - August 2014
Morningstar July 2010 - October 2012
State Farm Insurance June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Economics, Data Analysis, Valuation, Quantitative Analytics, Equities, Mutual Funds, Asset Management, Stata, Equity Research, Bloomberg, SAP BPC, SAP BI, Tableau, JIRA, ThomsonOne
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
Wellesley College 2006 — 2010
BA, Economics, Cum Laude
London School of Economics and Political Science 2008 — 2009
Economics, General Course
Kathryn Zajac Kathryn Zajac's Morningstar Experience 2008 - 2009
Job Vice President/GM, Client Services, CRM & Digital at Epsilon
Industry Marketing and Advertising
Experience
Epsilon 2011 - Present
Morningstar 2008 - 2009
United Airlines 2002 - 2008
ActiveBuddy 2000 - 2002
RealNames 1998 - 2000
Focalink/Adknowledge 1996 - 1998
Foote, Cone & Belding 1994 - 1996
Skills
CRM, Closed Loop Marketing, Direct Marketing, Digital Marketing, Database Marketing, Email Marketing, Loyalty Programs, Social Media, Integrated Marketing, Marketing Strategy, Marketing Communications, Technology Integration, Marketing, Management
Education
Smith College 1989 — 1993
B.S., Economics and Political Science
Epsilon 2011 - Present
Morningstar 2008 - 2009
United Airlines 2002 - 2008
ActiveBuddy 2000 - 2002
RealNames 1998 - 2000
Focalink/Adknowledge 1996 - 1998
Foote, Cone & Belding 1994 - 1996
Skills
CRM, Closed Loop Marketing, Direct Marketing, Digital Marketing, Database Marketing, Email Marketing, Loyalty Programs, Social Media, Integrated Marketing, Marketing Strategy, Marketing Communications, Technology Integration, Marketing, Management
Education
Smith College 1989 — 1993
B.S., Economics and Political Science
Melody Liu Melody Liu's Morningstar Experience May 2014 - June 2014
Job Operations Intern at CrossChx
Industry Financial Services
Experience
CrossChx October 2015 - Present
ICF International May 2015 - July 2015
The Ohio State University August 2014 - May 2015
Morningstar May 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Event Planning, Leadership, Finance
Education
The Ohio State University 2013 — 2017
Finance
Pickerington High School North 2009 — 2013
CrossChx October 2015 - Present
ICF International May 2015 - July 2015
The Ohio State University August 2014 - May 2015
Morningstar May 2014 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Event Planning, Leadership, Finance
Education
The Ohio State University 2013 — 2017
Finance
Pickerington High School North 2009 — 2013
Dexter McAuley Dexter McAuley's Morningstar Experience January 2014 - Present
Job Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar January 2011 - December 2013
Morningstar June 2010 - December 2010
4th Ward Aldermanic Office - Toni Preckwinkle September 2009 - June 2010
Skills
Investments, Portfolio Management, Morningstar Direct, Asset Management, Financial Modeling, Financial Services, New Business Development, Fixed Income, Bloomberg, Product Management, Asset Allocation, Microsoft Word, Alternative Investments
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Entrepreneurship, General Management, Strategic Management, M.B.A. Canadidate, Expected Graduation June 2016
University of Chicago 2007 — 2010
Bachelor of Science (B.S.), Public Policy
Morningstar January 2014 - Present
Morningstar January 2011 - December 2013
Morningstar June 2010 - December 2010
4th Ward Aldermanic Office - Toni Preckwinkle September 2009 - June 2010
Skills
Investments, Portfolio Management, Morningstar Direct, Asset Management, Financial Modeling, Financial Services, New Business Development, Fixed Income, Bloomberg, Product Management, Asset Allocation, Microsoft Word, Alternative Investments
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Entrepreneurship, General Management, Strategic Management, M.B.A. Canadidate, Expected Graduation June 2016
University of Chicago 2007 — 2010
Bachelor of Science (B.S.), Public Policy
Sharlene King's Morningstar Experience April 2013 - Present
Job Designer at Morningstar, Inc.
Industry Graphic Design
Experience
Morningstar April 2013 - Present
AIGA Chicago June 2014 - Present
The Cat Behavior Clinic October 2007 - Present
Tiny Tank May 2005 - Present
Acquity Group March 2012 - February 2013
GA Communication March 2010 - March 2012
Creative Circle April 2006 - March 2010
T26 May 2005 - April 2006
The Art Institute of Chicago July 2004 - July 2005
Mad Dogs & Englishmen Advertising February 1997 - June 1997
Skills
Pizza, Creative Direction, Typography, Adobe Creative Suite, Graphic Design, Art Direction, Interaction Design, Information Architecture, CATS, Web Design, Herding Cats, Visual Communication, Corporate Identity, Creative Strategy, Interactive Design, Advertising, InDesign, Chickens, Spacecraft, Aerospace Engineering, Astronautics, User Experience, Butter, Taxidermy, Fine Woodworking, Leather Jackets, Sommelier, Branding and Identity, Web Development, Sandwiches, Pushing the Envelope, Thinking Outside The Box, Penmanship, Mobile Design, Animal Behavior, Cat Sitting, Cat Herding
Education
The School of the Art Institute of Chicago 2001 — 2005
BFA, Visual Communications, Print Media
Morningstar April 2013 - Present
AIGA Chicago June 2014 - Present
The Cat Behavior Clinic October 2007 - Present
Tiny Tank May 2005 - Present
Acquity Group March 2012 - February 2013
GA Communication March 2010 - March 2012
Creative Circle April 2006 - March 2010
T26 May 2005 - April 2006
The Art Institute of Chicago July 2004 - July 2005
Mad Dogs & Englishmen Advertising February 1997 - June 1997
Skills
Pizza, Creative Direction, Typography, Adobe Creative Suite, Graphic Design, Art Direction, Interaction Design, Information Architecture, CATS, Web Design, Herding Cats, Visual Communication, Corporate Identity, Creative Strategy, Interactive Design, Advertising, InDesign, Chickens, Spacecraft, Aerospace Engineering, Astronautics, User Experience, Butter, Taxidermy, Fine Woodworking, Leather Jackets, Sommelier, Branding and Identity, Web Development, Sandwiches, Pushing the Envelope, Thinking Outside The Box, Penmanship, Mobile Design, Animal Behavior, Cat Sitting, Cat Herding
Education
The School of the Art Institute of Chicago 2001 — 2005
BFA, Visual Communications, Print Media
Allison (Murphy) Dowling Allison (Murphy) Dowling's Morningstar Experience November 2010 - July 2012
Job Senior Investment Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson July 2012 - Present
Morningstar November 2010 - July 2012
US Bank 2009 - October 2010
Merit Financial Services June 2009 - August 2009
Cahill, O'Kelly & Associates February 2009 - April 2009
Skills
Financial Analysis, Investments, Sales, Morningstar Direct, Salesforce.com, Mutual Funds, Financial Modeling, Valuation
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor's of Science - Business Administration, Accounting
Syracuse University in Florence 2007 — 2007
Study Abraod
Southern Methodist University 2005 — 2006
Corporate Communications and Public Affairs
Towers Watson July 2012 - Present
Morningstar November 2010 - July 2012
US Bank 2009 - October 2010
Merit Financial Services June 2009 - August 2009
Cahill, O'Kelly & Associates February 2009 - April 2009
Skills
Financial Analysis, Investments, Sales, Morningstar Direct, Salesforce.com, Mutual Funds, Financial Modeling, Valuation
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor's of Science - Business Administration, Accounting
Syracuse University in Florence 2007 — 2007
Study Abraod
Southern Methodist University 2005 — 2006
Corporate Communications and Public Affairs
Jeremy Liao, CAIA's Morningstar Experience August 2011 - October 2012
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Management
Experience
University of Chicago Booth School of Business July 2015 - Present
Goldman Sachs October 2012 - July 2015
Morningstar August 2011 - October 2012
Morningstar July 2010 - August 2011
City of New York June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Chicago 2006 — 2010
Bachelor's Degree, Political Science, Public Policy Studies
W Tresper Clarke High School
University of Chicago Booth School of Business July 2015 - Present
Goldman Sachs October 2012 - July 2015
Morningstar August 2011 - October 2012
Morningstar July 2010 - August 2011
City of New York June 2009 - August 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Chicago 2006 — 2010
Bachelor's Degree, Political Science, Public Policy Studies
W Tresper Clarke High School
Dan Morgan Dan Morgan's Morningstar Experience May 2013 - October 2013
Job Software Engineer at Options Away
Industry Information Technology and Services
Experience
Options Away June 2015 - Present
MORGANGRAPHICS January 2004 - Present
TandemSeven March 2014 - November 2014
Morningstar May 2013 - October 2013
Verndale April 2013 - April 2013
BEAM Interactive January 2009 - January 2013
PEAK6 Investments LP January 2012 - September 2012
Juice Interactive November 2011 - December 2011
BuyerZone.com August 2009 - November 2011
Forecast Syndicate 2007 - January 2011
Skills
Object Oriented..., JavaScript, jQuery, HTML 5, PHP, User Interface Design, User Interface, CSS, Drupal, Ext JS, Backbone.js, Technical Design, HTML5, CSS3, CSS2, User Interface..., Prototype, XUI, Object Oriented PHP, Scalable Web..., Mobile Web Applications, Data Visualization, SASS, Node.js, Web Development, User Experience
Education
Syracuse University 1994 — 1998
BFA
Options Away June 2015 - Present
MORGANGRAPHICS January 2004 - Present
TandemSeven March 2014 - November 2014
Morningstar May 2013 - October 2013
Verndale April 2013 - April 2013
BEAM Interactive January 2009 - January 2013
PEAK6 Investments LP January 2012 - September 2012
Juice Interactive November 2011 - December 2011
BuyerZone.com August 2009 - November 2011
Forecast Syndicate 2007 - January 2011
Skills
Object Oriented..., JavaScript, jQuery, HTML 5, PHP, User Interface Design, User Interface, CSS, Drupal, Ext JS, Backbone.js, Technical Design, HTML5, CSS3, CSS2, User Interface..., Prototype, XUI, Object Oriented PHP, Scalable Web..., Mobile Web Applications, Data Visualization, SASS, Node.js, Web Development, User Experience
Education
Syracuse University 1994 — 1998
BFA
Kartik Srinivasan's Morningstar Experience October 2013 - Present
Job Head of Product Integrations Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morningstar July 2012 - October 2013
Morningstar July 2011 - July 2012
Morningstar 2006 - July 2011
Morningstar April 2004 - 2006
University of Wisconsin-Extension 2002 - 2003
Skills
Product Management, Building Relationships, Marketing Strategy, Strategic Leadership, Morningstar, Morningstar Office, Financial Advisory, Investments, Financial Services, Wealth Management, Strategic Partnerships, Portfolio Management, Mutual Funds, Investment Advisory
Education
The University of Chicago - Booth School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Economics, Entrepreneurship and Strategic Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Finance and Economics
Morningstar October 2013 - Present
Morningstar July 2012 - October 2013
Morningstar July 2011 - July 2012
Morningstar 2006 - July 2011
Morningstar April 2004 - 2006
University of Wisconsin-Extension 2002 - 2003
Skills
Product Management, Building Relationships, Marketing Strategy, Strategic Leadership, Morningstar, Morningstar Office, Financial Advisory, Investments, Financial Services, Wealth Management, Strategic Partnerships, Portfolio Management, Mutual Funds, Investment Advisory
Education
The University of Chicago - Booth School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Economics, Entrepreneurship and Strategic Management
University of Wisconsin-Madison - School of Business 1999 — 2003
BBA, Finance and Economics
Eric Shelmire's Morningstar Experience August 2011 - December 2012
Job Senior Analyst at Washington Square Realty Capital
Industry Real Estate
Experience
Washington Square Realty Capital August 2013 - Present
Temple University January 2011 - July 2013
Campus Apartments January 2013 - May 2013
Morningstar August 2011 - December 2012
Tallarida Glass and Mirror Inc. January 2008 - January 2010
Skills
Research, Excel, PowerPoint, Word, Market Research, Financial Modeling, Microsoft Office, Customer Relations, Financial Analysis, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Public Speaking, Facebook, Commercial Real Estate
Education
Temple University - Fox School of Business and Management
BBA, Finance
Washington Square Realty Capital August 2013 - Present
Temple University January 2011 - July 2013
Campus Apartments January 2013 - May 2013
Morningstar August 2011 - December 2012
Tallarida Glass and Mirror Inc. January 2008 - January 2010
Skills
Research, Excel, PowerPoint, Word, Market Research, Financial Modeling, Microsoft Office, Customer Relations, Financial Analysis, Microsoft Word, Microsoft Excel, Social Media, Nonprofits, Public Speaking, Facebook, Commercial Real Estate
Education
Temple University - Fox School of Business and Management
BBA, Finance
Figgo Li Figgo Li's Morningstar Experience March 2012 - Present
Job Technical Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar March 2012 - Present
Morningstar Shenzhen Ltd July 2005 - March 2012
VHSoft Technologies co., ltd. October 2000 - June 2005
Skills
C#, SQL, Software Development, Product Management, Product Development, XML, Agile Methodologies, Microsoft SQL Server, Project Management, Team Leadership, Testing, Business Analysis, Databases, SDLC, Software Project...
Education
South China University of Technology 1995 — 1999
BS, Engineering
Morningstar March 2012 - Present
Morningstar Shenzhen Ltd July 2005 - March 2012
VHSoft Technologies co., ltd. October 2000 - June 2005
Skills
C#, SQL, Software Development, Product Management, Product Development, XML, Agile Methodologies, Microsoft SQL Server, Project Management, Team Leadership, Testing, Business Analysis, Databases, SDLC, Software Project...
Education
South China University of Technology 1995 — 1999
BS, Engineering
Charlotte Wang's Morningstar Experience February 2014 - September 2015
Job Lead UX Designer at Morningstar Mobile Solutions Team
Industry Design
Experience
Morningstar February 2014 - September 2015
Morningstar December 2010 - February 2014
IBM September 2006 - July 2009
Siemens April 2006 - June 2006
IBM May 2005 - April 2006
Skills
User-centered Design, User Experience, User Experience Design, Interaction Design, User Interface Design, User Research, Information Design, Information Architecture, Digital Photography, Heuristic Evaluation, Mobile Applications, Wireframes, Usability Testing, Design Strategy, Wire Framing, Mobile Experience, Design Thinking, User Interface, Persona, Concept Design
Education
The Hong Kong Polytechnic University 2009 — 2010
MDes, Interaction Design
Tsinghua University 2002 — 2006
Bachelor, Arts and Design, Information Arts and Design
Morningstar February 2014 - September 2015
Morningstar December 2010 - February 2014
IBM September 2006 - July 2009
Siemens April 2006 - June 2006
IBM May 2005 - April 2006
Skills
User-centered Design, User Experience, User Experience Design, Interaction Design, User Interface Design, User Research, Information Design, Information Architecture, Digital Photography, Heuristic Evaluation, Mobile Applications, Wireframes, Usability Testing, Design Strategy, Wire Framing, Mobile Experience, Design Thinking, User Interface, Persona, Concept Design
Education
The Hong Kong Polytechnic University 2009 — 2010
MDes, Interaction Design
Tsinghua University 2002 — 2006
Bachelor, Arts and Design, Information Arts and Design
Daniel Tamayo, CFA Daniel Tamayo, CFA's Morningstar Experience September 2007 - June 2011
Job Sr. Equity Research Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc June 2011 - June 2013
Morningstar September 2007 - June 2011
Kansas City Royals June 2001 - June 2007
Skills
Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Portfolio Management, Series 7, Bloomberg, Asset Allocation, Capital Markets, Hedge Funds, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
Ransom Everglades 1993 — 1997
Raymond James Financial Inc. June 2013 - Present
Raymond James & Associates, Inc June 2011 - June 2013
Morningstar September 2007 - June 2011
Kansas City Royals June 2001 - June 2007
Skills
Financial Modeling, Investments, Valuation, Equities, Financial Analysis, Portfolio Management, Series 7, Bloomberg, Asset Allocation, Capital Markets, Hedge Funds, Finance
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Accounting, Finance
University of Notre Dame 1997 — 2001
BBA, Finance
Ransom Everglades 1993 — 1997
Abraham Bailin Abraham Bailin's Morningstar Experience July 2010 - August 2012
Job President & Founder at Bailin Financial, Inc.
Industry Financial Services
Experience
Bailin Financial, Inc. September 2012 - Present
Morningstar July 2010 - August 2012
Nutrade Inc. May 2009 - August 2009
Morningstar June 2008 - August 2008
Skills
Financial Analysis, Exchange Traded..., ETFs, Electronic Trading, Financial Modeling, Microsoft Excel, R, Trading, Hedge Funds, Equities, Finance, Valuation, Equity Research, Investments, Alternative Investments, Investment Strategies, Analysis, Bloomberg, Commodity, Mutual Funds, Investment Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance
University of Kansas 2006 — 2010
BA (Double), Economics and International Studies
United States Military Academy at West Point 2007 — 2008
Bailin Financial, Inc. September 2012 - Present
Morningstar July 2010 - August 2012
Nutrade Inc. May 2009 - August 2009
Morningstar June 2008 - August 2008
Skills
Financial Analysis, Exchange Traded..., ETFs, Electronic Trading, Financial Modeling, Microsoft Excel, R, Trading, Hedge Funds, Equities, Finance, Valuation, Equity Research, Investments, Alternative Investments, Investment Strategies, Analysis, Bloomberg, Commodity, Mutual Funds, Investment Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance
University of Kansas 2006 — 2010
BA (Double), Economics and International Studies
United States Military Academy at West Point 2007 — 2008
Kevin Patrick Foley Jr.'s Morningstar Experience May 2014 - July 2014
Job Internal Audit Intern at Grange Insurance
Industry Financial Services
Experience
Grange Insurance November 2014 - Present
Donatos Pizza March 2013 - October 2014
Morningstar May 2014 - July 2014
Skills
Management, Customer Service, Restaurant Management, Food & Beverage
Education
The Ohio State University 2013 — 2016
Grange Insurance November 2014 - Present
Donatos Pizza March 2013 - October 2014
Morningstar May 2014 - July 2014
Skills
Management, Customer Service, Restaurant Management, Food & Beverage
Education
The Ohio State University 2013 — 2016
Mitchell Keith Mitchell Keith's Morningstar Experience July 2015 - Present
Job Associate Engineer at Morningstar
Industry Computer Software
Experience
Morningstar July 2015 - Present
Cisco Systems June 2013 - August 2014
Cisco Systems June 2012 - August 2012
Skills
Java, Python, Android Development, C++, Unity3D, C#, Fast Learner, Determination, C, Microsoft Office
Education
The Ohio State University 2010 — 2015
Bachelor's degree, Computer Science and Engineering
Morningstar July 2015 - Present
Cisco Systems June 2013 - August 2014
Cisco Systems June 2012 - August 2012
Skills
Java, Python, Android Development, C++, Unity3D, C#, Fast Learner, Determination, C, Microsoft Office
Education
The Ohio State University 2010 — 2015
Bachelor's degree, Computer Science and Engineering
Eleswar Medari Eleswar Medari's Morningstar Experience March 2014 - Present
Job Analyst
Industry Investment Management
Experience
Morningstar March 2014 - Present
IBM July 2007 - March 2014
Skills
SDLC, JCL, Requirements Analysis, Agile Testing, User Acceptance Testing, Test Automation, Selenium, UI Automation, Maven, JIRA, Jenkins, OmniPlus, DB2, Mainframe, System Testing, Test Management, Quality Center, Business Analysis, Business Planning, COBOL, OmniScript, Financial Services, Retirement Planning, Platinum, Serena Changeman
Education
Sri Krishnadevaraya University 2003 — 2007
Bachelor of Engineering (B.E.), Mechanical Engineering, A+
Morningstar March 2014 - Present
IBM July 2007 - March 2014
Skills
SDLC, JCL, Requirements Analysis, Agile Testing, User Acceptance Testing, Test Automation, Selenium, UI Automation, Maven, JIRA, Jenkins, OmniPlus, DB2, Mainframe, System Testing, Test Management, Quality Center, Business Analysis, Business Planning, COBOL, OmniScript, Financial Services, Retirement Planning, Platinum, Serena Changeman
Education
Sri Krishnadevaraya University 2003 — 2007
Bachelor of Engineering (B.E.), Mechanical Engineering, A+
Mengjiao (Caesar) Liu Mengjiao (Caesar) Liu's Morningstar Experience December 2011 - January 2012
Job
Industry Financial Services
Experience
Red Sun Electric Automation Co., Ltd January 2006 - May 2012
Morningstar December 2011 - January 2012
Agricultural Bank of China March 2010 - August 2010
ClubBeautiful.com Co., Ltd March 2007 - August 2010
ING May 2009 - September 2009
Education
Temple University - Fox School of Business and Management
Finance
Red Sun Electric Automation Co., Ltd January 2006 - May 2012
Morningstar December 2011 - January 2012
Agricultural Bank of China March 2010 - August 2010
ClubBeautiful.com Co., Ltd March 2007 - August 2010
ING May 2009 - September 2009
Education
Temple University - Fox School of Business and Management
Finance
Joe Blanchard's Morningstar Experience March 2015 - Present
Job Senior Software Security Analyst
Industry Information Technology and Services
Experience
Morningstar March 2015 - Present
Federal IT Consulting (FEDITC) August 2013 - February 2015
SRA International August 2012 - August 2013
SkyBolt Golf LLC October 2010 - February 2012
Big Brothers Big Sisters of Southwestern Illinois November 2009 - August 2010
Belleville News-Democrat, Circulation June 2006 - November 2009
Belleville News-Democrat September 2002 - June 2003
Boy Scouts of America January 1998 - January 2003
Skills
Application Security, Web Application Security, HP Fortify, E-commerce, Joomla, PPC, SEO, Drupal, HTML, SQL, PHP, InDesign, Advertising, Online Marketing, WordPress, Web Design, Magento, MailChimp, iContact, E-campaigns, SEM, MySQL, Illustrator, ColdFusion, Fortify, Information Security, Google Analytics, WebInspect, CSS, Web Development, CMS, HTML 5, SharePoint, JavaScript, XML, Web Analytics, Facebook, Multimedia, Web Project Management, Email Marketing, Social Media, Management, Leadership, Security, Databases, Maven, Jenkins, infosec, SDLC
Education
Southwestern Illinois College 1998 — 2000
Political Science
Mascoutah Community High School
Morningstar March 2015 - Present
Federal IT Consulting (FEDITC) August 2013 - February 2015
SRA International August 2012 - August 2013
SkyBolt Golf LLC October 2010 - February 2012
Big Brothers Big Sisters of Southwestern Illinois November 2009 - August 2010
Belleville News-Democrat, Circulation June 2006 - November 2009
Belleville News-Democrat September 2002 - June 2003
Boy Scouts of America January 1998 - January 2003
Skills
Application Security, Web Application Security, HP Fortify, E-commerce, Joomla, PPC, SEO, Drupal, HTML, SQL, PHP, InDesign, Advertising, Online Marketing, WordPress, Web Design, Magento, MailChimp, iContact, E-campaigns, SEM, MySQL, Illustrator, ColdFusion, Fortify, Information Security, Google Analytics, WebInspect, CSS, Web Development, CMS, HTML 5, SharePoint, JavaScript, XML, Web Analytics, Facebook, Multimedia, Web Project Management, Email Marketing, Social Media, Management, Leadership, Security, Databases, Maven, Jenkins, infosec, SDLC
Education
Southwestern Illinois College 1998 — 2000
Political Science
Mascoutah Community High School
David Nathanson's Morningstar Experience 2014 - Present
Job Asset Backed Finance and FinTech
Industry Financial Services
Experience
Morningstar 2014 - Present
Moody's Investors Service 2008 - 2014
Deutsche Bank 2006 - 2008
Citigroup 2003 - 2005
JPMorgan 2001 - 2002
Skills
Portfolio Management, Fixed Income, Structured Finance, Financial Modeling, Risk Management, VBA, Finance, Financial Services, ABS, Project Management, Financial Risk, Bonds, Program Management, Capital Markets, Equity Derivatives, Trading, Derivatives, Securitization, Microsoft Excel, Credit Analysis, Bloomberg, Commercial Lending, Relationship Management, Middle Office, Valuation, Credit Derivatives, Analytics, Market Risk, Due Diligence, Alternative Investments, CLOs, Asset Based Lending, Financial Markets, Quantitative Finance, Credit Risk, Electronic Trading, Private Equity, Emerging Markets, Structured Products, Quantitative Analytics
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Quantative Finance, Leadership & Managing Change
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelor of Engineering, Electrical Engineering
Morningstar 2014 - Present
Moody's Investors Service 2008 - 2014
Deutsche Bank 2006 - 2008
Citigroup 2003 - 2005
JPMorgan 2001 - 2002
Skills
Portfolio Management, Fixed Income, Structured Finance, Financial Modeling, Risk Management, VBA, Finance, Financial Services, ABS, Project Management, Financial Risk, Bonds, Program Management, Capital Markets, Equity Derivatives, Trading, Derivatives, Securitization, Microsoft Excel, Credit Analysis, Bloomberg, Commercial Lending, Relationship Management, Middle Office, Valuation, Credit Derivatives, Analytics, Market Risk, Due Diligence, Alternative Investments, CLOs, Asset Based Lending, Financial Markets, Quantitative Finance, Credit Risk, Electronic Trading, Private Equity, Emerging Markets, Structured Products, Quantitative Analytics
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Quantative Finance, Leadership & Managing Change
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelor of Engineering, Electrical Engineering
Denise Simek's Morningstar Experience December 2011 - Present
Job Senior IT Agile Project / Product Management, Morningstar
Industry Information Technology and Services
Experience
Morningstar December 2011 - Present
Morningstar March 2008 - December 2011
Morningstar (Formerly LIM) December 2004 - March 2008
Morningstar (Formerly LIM) July 2000 - December 2004
Morningstar (Formerly LIM) December 1999 - July 2000
Primesource Technologies July 1998 - October 1999
Baan MidMarket Solutions March 1998 - June 1998
Skills
Certified Scrum Master..., IT Project & Program..., Business Analysis, Lean Six Sigma, Project Management, Agile Project Management, Agile Methodologies, Training, Product Management, Team Leadership, Customer Service, Process Improvement, Employee Training, Business Intelligence, Unix, Vendor Management, Requirements Gathering, CRM, SDLC, Data Analysis, Software Project..., Software Documentation, Technical Support, Data Management, Organizational..., Strategic Planning, Visio, Customer Service..., Market Data, Energy Market Data, Commodities Market Data, System Implementations, JIRA, Confluence, Salesforce.com, Version Control, Employee Management, Lean Startup
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (M.B.A.), General Studies
Texas Tech University - Rawls College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Morningstar December 2011 - Present
Morningstar March 2008 - December 2011
Morningstar (Formerly LIM) December 2004 - March 2008
Morningstar (Formerly LIM) July 2000 - December 2004
Morningstar (Formerly LIM) December 1999 - July 2000
Primesource Technologies July 1998 - October 1999
Baan MidMarket Solutions March 1998 - June 1998
Skills
Certified Scrum Master..., IT Project & Program..., Business Analysis, Lean Six Sigma, Project Management, Agile Project Management, Agile Methodologies, Training, Product Management, Team Leadership, Customer Service, Process Improvement, Employee Training, Business Intelligence, Unix, Vendor Management, Requirements Gathering, CRM, SDLC, Data Analysis, Software Project..., Software Documentation, Technical Support, Data Management, Organizational..., Strategic Planning, Visio, Customer Service..., Market Data, Energy Market Data, Commodities Market Data, System Implementations, JIRA, Confluence, Salesforce.com, Version Control, Employee Management, Lean Startup
Education
Texas Tech University - Rawls College of Business 2012 — 2014
Master of Business Administration (M.B.A.), General Studies
Texas Tech University - Rawls College of Business 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Curt Morrison, MD, MBA, FACC, CFA's Morningstar Experience 2003 - 2007
Job Cardiologist
Industry Medical Practice
Experience
Phelps County Regional Medical Center 2014 - Present
Morrison Asset Management 2009 - 2013
Morningstar 2003 - 2007
Phelps County Regional Medical Center October 1997 - October 2000
Missouri Cardiovascular Center 1997 - 2000
Critical Care Services 1990 - 1993
Skills
Portfolio Management, Financial Modeling, DCF Valuation, Microsoft Excel, Investment Management, Investments, Equities, Morningstar Direct, Cardiovascular Disease, Nuclear Cardiology, Cardiac CT Angiography, Healthcare, Bloomberg, Hedge Funds
Education
Harbor-UCLA Medical Center, Division of Cardiology 2014 — 2014
Cardiac CT Angiography
The Johns Hopkins University 2013 — 2013
ACCF/AHA Level III Training in Cardiac CT Angiography
The Institute for Cardiovascular CT Certification 2013 — 2013
Level II Training in Cardiac CT Angiography
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Accounting and Finance, 3.94/4.00
Washington University in St. Louis, Barnes-Jewish Hospital 1994 — 1997
Cardiovascular Disease Fellowship
Washington University in St. Louis School of Medicine 1982 — 1986
MD
University of Dayton 1977 — 1981
B.S., Pre-Medicine, 3.82/4.00
Phelps County Regional Medical Center 2014 - Present
Morrison Asset Management 2009 - 2013
Morningstar 2003 - 2007
Phelps County Regional Medical Center October 1997 - October 2000
Missouri Cardiovascular Center 1997 - 2000
Critical Care Services 1990 - 1993
Skills
Portfolio Management, Financial Modeling, DCF Valuation, Microsoft Excel, Investment Management, Investments, Equities, Morningstar Direct, Cardiovascular Disease, Nuclear Cardiology, Cardiac CT Angiography, Healthcare, Bloomberg, Hedge Funds
Education
Harbor-UCLA Medical Center, Division of Cardiology 2014 — 2014
Cardiac CT Angiography
The Johns Hopkins University 2013 — 2013
ACCF/AHA Level III Training in Cardiac CT Angiography
The Institute for Cardiovascular CT Certification 2013 — 2013
Level II Training in Cardiac CT Angiography
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Accounting and Finance, 3.94/4.00
Washington University in St. Louis, Barnes-Jewish Hospital 1994 — 1997
Cardiovascular Disease Fellowship
Washington University in St. Louis School of Medicine 1982 — 1986
MD
University of Dayton 1977 — 1981
B.S., Pre-Medicine, 3.82/4.00
Lars Jimmie Asplund's Morningstar Experience 2000 - 2007
Job Managing Director of Lipper
Industry Financial Services
Experience
Lipper, a Thomson Reuters Company December 2011 - Present
Mercer Investment Consulting 2010 - 2011
F.R.I. Consulting 2007 - 2010
Morningstar 2000 - 2007
Fondstar AB (now Morningstar Sweden AB) 1998 - 2000
Skills
Mutual Funds, Hedge Funds, Asset Management, Investments, Alternative Investments, Market Data, Analytics, Asset Managment, Business Development, Business Strategy, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Financial Modeling, Fixed Income, Business Analysis, Management, Portfolio Management, Strategy
Education
Stockholm School of Economics 2005 — 2007
Executive-MBA
Stockholm School of Economics 2002 — 2003
LDP
University at Albany, SUNY
B.S.
Lipper, a Thomson Reuters Company December 2011 - Present
Mercer Investment Consulting 2010 - 2011
F.R.I. Consulting 2007 - 2010
Morningstar 2000 - 2007
Fondstar AB (now Morningstar Sweden AB) 1998 - 2000
Skills
Mutual Funds, Hedge Funds, Asset Management, Investments, Alternative Investments, Market Data, Analytics, Asset Managment, Business Development, Business Strategy, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Financial Modeling, Fixed Income, Business Analysis, Management, Portfolio Management, Strategy
Education
Stockholm School of Economics 2005 — 2007
Executive-MBA
Stockholm School of Economics 2002 — 2003
LDP
University at Albany, SUNY
B.S.
Lori Rakoczy's Morningstar Experience 1996 - 2006
Job Presidential Management Fellow Europe and Eurasia at USAID
Industry International Affairs
Experience
USAID July 2008 - Present
Woodrow Wilson International Center for Scholars January 2008 - May 2008
Morningstar 1996 - 2006
Skills
International Relations, International..., Policy Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2008
MA, International Relations
The University of Chicago 1992 — 1996
BA, Economics
USAID July 2008 - Present
Woodrow Wilson International Center for Scholars January 2008 - May 2008
Morningstar 1996 - 2006
Skills
International Relations, International..., Policy Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2008
MA, International Relations
The University of Chicago 1992 — 1996
BA, Economics
Allen Plummer's Morningstar Experience August 2000 - December 2000
Job Social Media & Advertising Strategy
Industry Financial Services
Experience
Vanguard 2012 - Present
Vanguard April 2011 - November 2012
Vanguard July 2006 - March 2011
Self-Employed January 1998 - July 2006
Fannie Mae June 2005 - August 2005
Morningstar August 2000 - December 2000
Horsesmouth January 2000 - August 2000
Morgan Stanley August 1998 - December 1999
Education
The College of William and Mary - The Mason School of Business 2004 — 2006
MBA, Marketing
Virginia Commonwealth University 1992 — 1995
BA, English
University of Mary Washington 1990 — 1992
Vanguard 2012 - Present
Vanguard April 2011 - November 2012
Vanguard July 2006 - March 2011
Self-Employed January 1998 - July 2006
Fannie Mae June 2005 - August 2005
Morningstar August 2000 - December 2000
Horsesmouth January 2000 - August 2000
Morgan Stanley August 1998 - December 1999
Education
The College of William and Mary - The Mason School of Business 2004 — 2006
MBA, Marketing
Virginia Commonwealth University 1992 — 1995
BA, English
University of Mary Washington 1990 — 1992
Sanjay Ayer's Morningstar Experience October 2002 - June 2006
Job Analyst at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management August 2007 - Present
Morningstar October 2002 - June 2006
Education
The Johns Hopkins University 1999 — 2002
Economics, Applied Math
WCM Investment Management August 2007 - Present
Morningstar October 2002 - June 2006
Education
The Johns Hopkins University 1999 — 2002
Economics, Applied Math
David Bauer's Morningstar Experience October 2011 - July 2014
Job Senior Associate at Strategy&, part of the PwC network (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) September 2014 - Present
Morningstar October 2011 - July 2014
Morningstar February 2011 - October 2011
Morningstar February 2007 - January 2011
The Strategy Group March 2006 - December 2006
Skills
Financial Modeling, Strategy, Management, Risk Management, Morningstar, Product Development, Project Management, Investments, Integrated Marketing, Consulting, Competitive Analysis, Financial Services, Business Analysis, Business Strategy, Portfolio Management, Data Analysis, Business Development, Quality Assurance, Financial Analysis, Analytics
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, General Management, Strategic Management
University of Pennsylvania 2000 — 2004
BA, History & Political Science
Strategy&, part of the PwC network (formerly Booz & Company) September 2014 - Present
Morningstar October 2011 - July 2014
Morningstar February 2011 - October 2011
Morningstar February 2007 - January 2011
The Strategy Group March 2006 - December 2006
Skills
Financial Modeling, Strategy, Management, Risk Management, Morningstar, Product Development, Project Management, Investments, Integrated Marketing, Consulting, Competitive Analysis, Financial Services, Business Analysis, Business Strategy, Portfolio Management, Data Analysis, Business Development, Quality Assurance, Financial Analysis, Analytics
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Finance, General Management, Strategic Management
University of Pennsylvania 2000 — 2004
BA, History & Political Science
Irene Dhong's Morningstar Experience July 2011 - August 2013
Job Senior Quality Automation Software Engineer at Bazaarvoice
Industry Computer Software
Experience
Bazaarvoice September 2013 - Present
Morningstar July 2011 - August 2013
Morningstar January 2011 - July 2011
Magma Design Automation September 2008 - February 2009
Magma June 2007 - August 2007
IBM June 2006 - August 2006
IBM June 2005 - August 2005
IBM May 2004 - September 2004
Skills
MySQL, Perl, Perl Script, Perl Automation, Test Automation, Build Automation, System Automation, Linux, Solaris, Unix, Cloud Computing, Oracle SQL, Release Engineering, Release Management, Software Quality..., HTTP, HTTPS, Amazon Web Services..., EC2, Testing, Server Administration, Continuous Integration, Java, Shell Scripting, Scripting, Security, REST, Regression Testing, Programming, Subversion, SpiraTest, Amazon EC2, Databases
Education
The Johns Hopkins University 2007 — 2008
MS, Information Security
The Johns Hopkins University 2003 — 2007
BS, Computer Science
University of Florida
Environmental Engineering
Bazaarvoice September 2013 - Present
Morningstar July 2011 - August 2013
Morningstar January 2011 - July 2011
Magma Design Automation September 2008 - February 2009
Magma June 2007 - August 2007
IBM June 2006 - August 2006
IBM June 2005 - August 2005
IBM May 2004 - September 2004
Skills
MySQL, Perl, Perl Script, Perl Automation, Test Automation, Build Automation, System Automation, Linux, Solaris, Unix, Cloud Computing, Oracle SQL, Release Engineering, Release Management, Software Quality..., HTTP, HTTPS, Amazon Web Services..., EC2, Testing, Server Administration, Continuous Integration, Java, Shell Scripting, Scripting, Security, REST, Regression Testing, Programming, Subversion, SpiraTest, Amazon EC2, Databases
Education
The Johns Hopkins University 2007 — 2008
MS, Information Security
The Johns Hopkins University 2003 — 2007
BS, Computer Science
University of Florida
Environmental Engineering
Erica Egidi's Morningstar Experience May 2013 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 2013 - Present
Morningstar March 2009 - May 2013
Morningstar September 2007 - March 2009
Rockit Ranch Productions January 2005 - September 2007
Baxter Healthcare July 1999 - March 2004
Skills
Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Hyperion, Strategic Financial..., Corporate Finance, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Finance, Management, Valuation, Managerial Finance, Accounting, Business Analysis
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Morningstar May 2013 - Present
Morningstar March 2009 - May 2013
Morningstar September 2007 - March 2009
Rockit Ranch Productions January 2005 - September 2007
Baxter Healthcare July 1999 - March 2004
Skills
Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Hyperion, Strategic Financial..., Corporate Finance, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Finance, Management, Valuation, Managerial Finance, Accounting, Business Analysis
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance
University of Illinois at Urbana-Champaign
Bachelor of Science, Finance
Courtney Goethals Dobrow's Morningstar Experience July 2011 - Present
Job Director of Internal Communications at Morningstar
Industry Research
Experience
Morningstar July 2011 - Present
Morningstar, Inc. July 2009 - July 2011
Morningstar January 2007 - June 2009
Skills
Internal Communications, Financial Services, Media Relations, Strategic Communications
Education
Smith College 1992 — 1996
Bachelor of Arts (B.A.), English, Film Studies
Morningstar July 2011 - Present
Morningstar, Inc. July 2009 - July 2011
Morningstar January 2007 - June 2009
Skills
Internal Communications, Financial Services, Media Relations, Strategic Communications
Education
Smith College 1992 — 1996
Bachelor of Arts (B.A.), English, Film Studies
Bill Johnson, CFA's Morningstar Experience January 2011 - May 2013
Job Vice President Account Executive Institutional DCIO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Morningstar January 2011 - May 2013
Morningstar March 2007 - December 2010
Ibbotson Associates August 2003 - March 2006
American Express TBS 1999 - 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Relationship Management, Wealth Management, Hedge Funds, Asset Managment, Equities, Financial Services
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Morningstar January 2011 - May 2013
Morningstar March 2007 - December 2010
Ibbotson Associates August 2003 - March 2006
American Express TBS 1999 - 2003
Skills
Asset Allocation, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Relationship Management, Wealth Management, Hedge Funds, Asset Managment, Equities, Financial Services
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 1995 — 1999
Lily Kwock's Morningstar Experience June 2004 - August 2004
Job Brand Manager at Hartz Mountain Corporation
Industry Marketing and Advertising
Experience
Hartz Mountain Corporation November 2011 - Present
Unilever Bestfoods June 2008 - January 2012
Novartis Consumer Health May 2007 - March 2008
Reckitt Benckiser July 2005 - April 2007
Morningstar June 2004 - August 2004
Charles Schwab July 1998 - August 2003
Skills
Brand Management, Product Development, Product Marketing
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration, Strategy and Marketing
Miami University
Bachelor of Philosophy, Int'l Economics & Politics
Hartz Mountain Corporation November 2011 - Present
Unilever Bestfoods June 2008 - January 2012
Novartis Consumer Health May 2007 - March 2008
Reckitt Benckiser July 2005 - April 2007
Morningstar June 2004 - August 2004
Charles Schwab July 1998 - August 2003
Skills
Brand Management, Product Development, Product Marketing
Education
The University of Chicago - Booth School of Business 2003 — 2005
Master of Business Administration, Strategy and Marketing
Miami University
Bachelor of Philosophy, Int'l Economics & Politics
Brian Grow's Morningstar Experience March 2011 - Present
Job Managing Director at Morningstar
Industry Financial Services
Experience
Morningstar March 2011 - Present
Standard & Poor's July 2001 - March 2011
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
St. Lawrence University 1992 — 1996
BA, Economics
Morningstar March 2011 - Present
Standard & Poor's July 2001 - March 2011
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance
St. Lawrence University 1992 — 1996
BA, Economics
Anthony Mayorkas's Morningstar Experience 1991 - 1993
Job Regional Director, Western U.S. at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management November 2012 - Present
Nuveen Investments March 2006 - October 2012
Wilshire Associates 2004 - 2005
JP Morgan Private Bank/Asset Management 1998 - 2003
Goldman Sachs 1997 - 1997
Morningstar 1991 - 1993
Morningstar 1991 - 1993
Skills
Asset Management, Fixed Income, Investment Advisory, Alternative Investments, Securities, Capital Markets, Series 7, Uniform Combined State..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Economics and Finance
University of Chicago
Bachelor of Arts (BA), English Language and LIterature
AQR Capital Management November 2012 - Present
Nuveen Investments March 2006 - October 2012
Wilshire Associates 2004 - 2005
JP Morgan Private Bank/Asset Management 1998 - 2003
Goldman Sachs 1997 - 1997
Morningstar 1991 - 1993
Morningstar 1991 - 1993
Skills
Asset Management, Fixed Income, Investment Advisory, Alternative Investments, Securities, Capital Markets, Series 7, Uniform Combined State..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Economics and Finance
University of Chicago
Bachelor of Arts (BA), English Language and LIterature
Jill Jacobs-Baar's Morningstar Experience May 2002 - March 2011
Job Director of Education at Invesco PowerShares Capital Management
Industry Financial Services
Experience
Invesco PowerShares Capital Management February 2011 - Present
Morningstar May 2002 - March 2011
Nuveen Investments 1996 - 2002
First Trust Advisors 1992 - 1995
First Trust Advisors 1992 - 1995
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Notre Dame
Finance & Public Policy
Invesco PowerShares Capital Management February 2011 - Present
Morningstar May 2002 - March 2011
Nuveen Investments 1996 - 2002
First Trust Advisors 1992 - 1995
First Trust Advisors 1992 - 1995
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
University of Notre Dame
Finance & Public Policy
Amanda Traxler's Morningstar Experience September 2000 - July 2004
Job Information and Communications Manager
Industry Restaurants
Experience
The Boiling Crab March 2014 - Present
3RD Millennium Communications February 2014 - Present
Kaiser Permanente May 2010 - January 2014
Kaiser Permanente February 2009 - May 2010
FFF Enterprises March 2008 - February 2009
Kaiser Permanente 2007 - 2008
Curtis Psychiatric Clinic October 2006 - July 2007
Morningstar September 2000 - July 2004
Skills
Editing, Proofreading, Copywriting, Project Management, Creative Writing, Copy Editing, Writing, Content Management, Research, Proposal Writing, Content Development, Management, Blogging, Social Media, Storytelling, Strategic Communications, Feature Articles, Feature Writing
Education
The School of the Art Institute of Chicago 2004 — 2006
MFA, Writing
University of Kansas 1991 — 1996
Bachelor of Science (B.Sc.), Journalism, 3.44 GPA
The Boiling Crab March 2014 - Present
3RD Millennium Communications February 2014 - Present
Kaiser Permanente May 2010 - January 2014
Kaiser Permanente February 2009 - May 2010
FFF Enterprises March 2008 - February 2009
Kaiser Permanente 2007 - 2008
Curtis Psychiatric Clinic October 2006 - July 2007
Morningstar September 2000 - July 2004
Skills
Editing, Proofreading, Copywriting, Project Management, Creative Writing, Copy Editing, Writing, Content Management, Research, Proposal Writing, Content Development, Management, Blogging, Social Media, Storytelling, Strategic Communications, Feature Articles, Feature Writing
Education
The School of the Art Institute of Chicago 2004 — 2006
MFA, Writing
University of Kansas 1991 — 1996
Bachelor of Science (B.Sc.), Journalism, 3.44 GPA
David Whiston, CFA, CPA, CFE's Morningstar Experience July 2007 - Present
Job Equity Strategist at Morningstar, Two Time #1 Analyst WSJ Best on the Street Survey
Industry Investment Management
Experience
Morningstar July 2007 - Present
Spin-Off Advisors June 2006 - September 2006
PricewaterhouseCoopers September 2000 - July 2005
Skills
Spin-offs, Valuation, Investments, Value Investing, Fixed Income, Equities, Equity Research, Equity Research Analysis, Due Diligence, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Competitive Analysis, Investment Management
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Economics, Organizational Behavior
University of Richmond 1996 — 2000
BSBA, Accounting
Glenbard West High School 1992 — 1996
Morningstar July 2007 - Present
Spin-Off Advisors June 2006 - September 2006
PricewaterhouseCoopers September 2000 - July 2005
Skills
Spin-offs, Valuation, Investments, Value Investing, Fixed Income, Equities, Equity Research, Equity Research Analysis, Due Diligence, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Competitive Analysis, Investment Management
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Economics, Organizational Behavior
University of Richmond 1996 — 2000
BSBA, Accounting
Glenbard West High School 1992 — 1996
Jackson Lai's Morningstar Experience September 2008 - June 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
HealthTap April 2015 - Present
HealthTech Capital December 2014 - Present
Madison Dearborn Partners July 2012 - July 2014
Credit Suisse July 2010 - June 2012
Morningstar September 2008 - June 2009
Trimble Navigation June 2008 - August 2008
University of Chicago Booth School of Business January 2008 - June 2008
Skills
Financial Modeling, Due Diligence, Valuation, Financial Analysis, Investment Banking, Data Analysis, Research, Mergers & Acquisitions, Corporate Finance, Investments, Economics
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago
B.A., Economics
HealthTap April 2015 - Present
HealthTech Capital December 2014 - Present
Madison Dearborn Partners July 2012 - July 2014
Credit Suisse July 2010 - June 2012
Morningstar September 2008 - June 2009
Trimble Navigation June 2008 - August 2008
University of Chicago Booth School of Business January 2008 - June 2008
Skills
Financial Modeling, Due Diligence, Valuation, Financial Analysis, Investment Banking, Data Analysis, Research, Mergers & Acquisitions, Corporate Finance, Investments, Economics
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago
B.A., Economics
Craig Terry's Morningstar Experience September 2003 - Present
Job Lead Server Developer at Morningstar
Industry Information Technology and Services
Experience
Morningstar September 2003 - Present
Logical Information Machines June 2007 - December 2009
Logical Information Machines September 2003 - June 2007
Adaline Computing January 2001 - December 2003
ibooks.com December 2000 - February 2001
Tivoli May 1997 - December 2000
PSW February 1996 - May 1997
Texas Instruments September 1995 - March 1996
GTE Data Services August 1992 - September 1995
USAF March 1985 - August 1992
Skills
Unix, Linux, Perl, C++, XML, Java, C, Server Architecture, System Design, REST, Unix Shell Scripting, Git, MySQL, Requirements Gathering, Eclipse, CVS, HTML, Software Development, Java Enterprise Edition, JavaScript, Morningstar Direct, ANTLR, junit, Team Leadership, Solution Architecture, Curl, clojure, Maven2, JAXB, CSS, AJAX, XML Databases, NLP, RabbitMQ, Amazon Web Services..., Natural Language..., jQuery, Build Management, Product Development, Network Programming, Managerial Experience, Technical Presentations, Mac OS X, COM, Software Project..., Performance Management, Requirements..., Requirements Management
Education
Texas Tech University 1980 — 1984
BS, Computer Science
Morningstar September 2003 - Present
Logical Information Machines June 2007 - December 2009
Logical Information Machines September 2003 - June 2007
Adaline Computing January 2001 - December 2003
ibooks.com December 2000 - February 2001
Tivoli May 1997 - December 2000
PSW February 1996 - May 1997
Texas Instruments September 1995 - March 1996
GTE Data Services August 1992 - September 1995
USAF March 1985 - August 1992
Skills
Unix, Linux, Perl, C++, XML, Java, C, Server Architecture, System Design, REST, Unix Shell Scripting, Git, MySQL, Requirements Gathering, Eclipse, CVS, HTML, Software Development, Java Enterprise Edition, JavaScript, Morningstar Direct, ANTLR, junit, Team Leadership, Solution Architecture, Curl, clojure, Maven2, JAXB, CSS, AJAX, XML Databases, NLP, RabbitMQ, Amazon Web Services..., Natural Language..., jQuery, Build Management, Product Development, Network Programming, Managerial Experience, Technical Presentations, Mac OS X, COM, Software Project..., Performance Management, Requirements..., Requirements Management
Education
Texas Tech University 1980 — 1984
BS, Computer Science
Hemanth Suryadevara's Morningstar Experience February 2015 - Present
Job Senior ERP Analyst at Morningstar
Industry Information Technology and Services
Experience
Morningstar February 2015 - Present
Rogers&Hollands April 2014 - January 2015
RJT Compuquest January 2003 - January 2015
UL March 2013 - February 2014
Chicago Transit Authority 2012 - 2013
WMS Gaming May 2012 - August 2012
The Pampered Chef October 2011 - April 2012
Fortegra Financial March 2011 - September 2011
K2Partnering July 2010 - February 2011
Marquette University January 2010 - July 2010
Skills
General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management, Purchasing, iExpenses, iProcurement, SQL, Financials, Oracle, PL/SQL, Account Reconciliation, Business Process, Oracle Applications, ERP, Data Conversion, Requirements Analysis, Financial Analysis, Finance, Databases, Oracle E-Business Suite, Testing, Business Analysis, E-procurement, Oracle Discoverer, Oracle Reports, Business Intelligence, Oracle HR
Education
Southern Illinois University, Carbondale 2001 — 2003
Master's Degree, Computer Engineering
RVS College of engineering 1996 — 2000
Bachelor's degree, Computer Engineering
Morningstar February 2015 - Present
Rogers&Hollands April 2014 - January 2015
RJT Compuquest January 2003 - January 2015
UL March 2013 - February 2014
Chicago Transit Authority 2012 - 2013
WMS Gaming May 2012 - August 2012
The Pampered Chef October 2011 - April 2012
Fortegra Financial March 2011 - September 2011
K2Partnering July 2010 - February 2011
Marquette University January 2010 - July 2010
Skills
General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Management, Purchasing, iExpenses, iProcurement, SQL, Financials, Oracle, PL/SQL, Account Reconciliation, Business Process, Oracle Applications, ERP, Data Conversion, Requirements Analysis, Financial Analysis, Finance, Databases, Oracle E-Business Suite, Testing, Business Analysis, E-procurement, Oracle Discoverer, Oracle Reports, Business Intelligence, Oracle HR
Education
Southern Illinois University, Carbondale 2001 — 2003
Master's Degree, Computer Engineering
RVS College of engineering 1996 — 2000
Bachelor's degree, Computer Engineering
Kathy Allyn's Morningstar Experience January 1998 - May 2006
Job Owner, Lil' Angels Photography
Industry Photography
Experience
L.A. Party Pix December 2011 - Present
Lil' Angels Photography October 2006 - Present
Morningstar January 1998 - May 2006
Dow Jones 1995 - 1998
HomePC Magazine 1994 - 1995
Skills
Asset Managment, Marketing, Asset Allocation, Mutual Funds, Investments, Market Research, Marketing Communications, Product Management, Adobe Creative Suite, Portrait Photography, Commercial Photography, Architectural..., Event Photography, Weddings, Public Speaking, Photography, Editorial, Photojournalism, Customer Service, Digital Photography, Advertising, Asset Management
Education
Leadership Geauga County 2006 — 2007
Syracuse University 1990 — 1994
B.A., International Relations, Magazine Journalism
Mentor High School 1987 — 1990
L.A. Party Pix December 2011 - Present
Lil' Angels Photography October 2006 - Present
Morningstar January 1998 - May 2006
Dow Jones 1995 - 1998
HomePC Magazine 1994 - 1995
Skills
Asset Managment, Marketing, Asset Allocation, Mutual Funds, Investments, Market Research, Marketing Communications, Product Management, Adobe Creative Suite, Portrait Photography, Commercial Photography, Architectural..., Event Photography, Weddings, Public Speaking, Photography, Editorial, Photojournalism, Customer Service, Digital Photography, Advertising, Asset Management
Education
Leadership Geauga County 2006 — 2007
Syracuse University 1990 — 1994
B.A., International Relations, Magazine Journalism
Mentor High School 1987 — 1990
Donia Clark's Morningstar Experience October 2007 - March 2010
Job Experienced
Industry Writing and Editing
Experience
Fidelity Life Association November 2013 - December 2014
American Association Of Medical Assistants August 2011 - June 2013
National Opinion Research Center May 2010 - October 2011
SunGard Futures Systems May 2010 - May 2011
Morningstar October 2007 - March 2010
Staffing Now December 2005 - October 2007
Midwest Orthopaedic Network June 2005 - December 2005
Skills
Resume Writing, Interviews, Recruiting, Social Networking, Public Speaking, Creative Writing, Newsletters, Editing, Research, Blogging, Proofreading, Copy Editing, Social Media, Writing, Microsoft Word, Facebook, Event Planning
Education
State University of New York College at Buffalo 1997 — 2000
Bachelor of Arts, Broadcasting, Writing
Fidelity Life Association November 2013 - December 2014
American Association Of Medical Assistants August 2011 - June 2013
National Opinion Research Center May 2010 - October 2011
SunGard Futures Systems May 2010 - May 2011
Morningstar October 2007 - March 2010
Staffing Now December 2005 - October 2007
Midwest Orthopaedic Network June 2005 - December 2005
Skills
Resume Writing, Interviews, Recruiting, Social Networking, Public Speaking, Creative Writing, Newsletters, Editing, Research, Blogging, Proofreading, Copy Editing, Social Media, Writing, Microsoft Word, Facebook, Event Planning
Education
State University of New York College at Buffalo 1997 — 2000
Bachelor of Arts, Broadcasting, Writing
Laura Lallos's Morningstar Experience February 2012 - Present
Job Senior Mutual Fund Analyst at Morningstar
Industry Financial Services
Experience
Morningstar February 2012 - Present
Self-employed June 2005 - February 2012
Sidley Austin Brown & Wood June 2004 - September 2004
Environmental Law & Policy Center June 2003 - August 2003
Money Magazine March 2000 - June 2002
Morningstar, Inc May 1999 - February 2000
Morningstar, Inc. November 1996 - April 1999
Morningstar, Inc. May 1993 - November 1996
International Brotherhood of Teamsters election September 1991 - August 1992
Skills
Investments, Valuation, Morningstar Direct, Mutual Funds, Editing, Estate Planning
Education
University of Chicago Law School
J.D
The Catholic University of America 1985 — 1989
B.A; M.A, English Literature; English Literature
Morningstar February 2012 - Present
Self-employed June 2005 - February 2012
Sidley Austin Brown & Wood June 2004 - September 2004
Environmental Law & Policy Center June 2003 - August 2003
Money Magazine March 2000 - June 2002
Morningstar, Inc May 1999 - February 2000
Morningstar, Inc. November 1996 - April 1999
Morningstar, Inc. May 1993 - November 1996
International Brotherhood of Teamsters election September 1991 - August 1992
Skills
Investments, Valuation, Morningstar Direct, Mutual Funds, Editing, Estate Planning
Education
University of Chicago Law School
J.D
The Catholic University of America 1985 — 1989
B.A; M.A, English Literature; English Literature
Dan Stearns's Morningstar Experience 1999 - 2000
Job Actor
Industry Entertainment
Experience
Henley Street Theatre February 2013 - April 2013
Round Table Theatre Company and Academy November 2012 - February 2013
Richmond Shakespeare May 2012 - July 2012
Virginia Repertory Theatre January 2012 - March 2012
University of Chicago September 2004 - July 2008
University of Chicago September 2000 - September 2004
Morningstar 1999 - 2000
Skills
Theatre, Acting, Editing, Performing Arts, Arts Administration, Public Speaking, Teaching, Improvisation, Research, Shakespeare, Stage, Entertainment, Film
Education
The George Washington University 2008 — 2009
MFA, Classical Acting
University of Chicago 1991 — 1993
AM, Slavic Languages and Literatures
University of Chicago 1987 — 1991
AB, Slavic Languages and Literatures
Henley Street Theatre February 2013 - April 2013
Round Table Theatre Company and Academy November 2012 - February 2013
Richmond Shakespeare May 2012 - July 2012
Virginia Repertory Theatre January 2012 - March 2012
University of Chicago September 2004 - July 2008
University of Chicago September 2000 - September 2004
Morningstar 1999 - 2000
Skills
Theatre, Acting, Editing, Performing Arts, Arts Administration, Public Speaking, Teaching, Improvisation, Research, Shakespeare, Stage, Entertainment, Film
Education
The George Washington University 2008 — 2009
MFA, Classical Acting
University of Chicago 1991 — 1993
AM, Slavic Languages and Literatures
University of Chicago 1987 — 1991
AB, Slavic Languages and Literatures
Jason Stevens's Morningstar Experience 2005 - 2015
Job President at Eureka Oil and Gas LLC
Industry Oil & Energy
Experience
Eureka Oil and Gas LLC 2015 - Present
Morningstar 2005 - 2015
Jade Tree Solutions LLC 2004 - 2005
Zurich Financial Services 2002 - 2004
Skills
Financial Modeling, Equity Research, Energy, Valuation, Financial Analysis, Equity Valuation, Petroleum, Finance, Economics, Private Equity, Strategy, Risk Management, Mergers & Acquisitions, Investments
Education
Thunderbird School of Global Management 2000 — 2001
Master of International Management, Finance, Chinese
University of Houston 1998 — 1999
MBA, Finance
St. John's College (NM) 1993 — 1997
BA, Liberal Arts
Eureka Oil and Gas LLC 2015 - Present
Morningstar 2005 - 2015
Jade Tree Solutions LLC 2004 - 2005
Zurich Financial Services 2002 - 2004
Skills
Financial Modeling, Equity Research, Energy, Valuation, Financial Analysis, Equity Valuation, Petroleum, Finance, Economics, Private Equity, Strategy, Risk Management, Mergers & Acquisitions, Investments
Education
Thunderbird School of Global Management 2000 — 2001
Master of International Management, Finance, Chinese
University of Houston 1998 — 1999
MBA, Finance
St. John's College (NM) 1993 — 1997
BA, Liberal Arts
Joseph Petro's Morningstar Experience May 2010 - March 2014
Job Chief Operating Officer at Morningstar's Structured Credit Ratings Business
Industry Financial Services
Experience
Morningstar Credit Ratings, LLC April 2014 - Present
Morningstar May 2010 - March 2014
Realpoint LLC October 2001 - May 2010
Internet Publishing Group / Commercial Real Estate Direct January 1996 - September 2001
FAME Information Services January 1995 - December 1996
Dow Jones Telerate 1993 - 1995
Prudential Mutual Fund Services January 1992 - December 1993
Credit Lyonnais January 1990 - December 1991
Skills
Asset Management
Education
Seton Hall University 1986 — 1990
BS, Business Administration / Finance
Morningstar Credit Ratings, LLC April 2014 - Present
Morningstar May 2010 - March 2014
Realpoint LLC October 2001 - May 2010
Internet Publishing Group / Commercial Real Estate Direct January 1996 - September 2001
FAME Information Services January 1995 - December 1996
Dow Jones Telerate 1993 - 1995
Prudential Mutual Fund Services January 1992 - December 1993
Credit Lyonnais January 1990 - December 1991
Skills
Asset Management
Education
Seton Hall University 1986 — 1990
BS, Business Administration / Finance
donglin liu's Morningstar Experience July 2007 - Present
Job Development Manager at Morningstar
Industry Financial Services
Experience
Morningstar July 2007 - Present
Skills
Agile Methodologies, Software Project..., SQL, Equities, Market Data, Portfolio Management, Asset Management, Investments, Asset Allocation, Product Management, Morningstar Direct, Project Management, C++, Asset Managment, Quantitative Finance, Software Development, C#, Data Mining, Big Data Analytics, Behavioral Finance, Negotiation, Corporate Finance, R, XLSTAT, Marketing Strategy, Cluster Analysis
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Marketing Research
University of Notre Dame 2001 — 2005
MS, Computer Sci and Eng.
Tianjin University 1992 — 1996
BS, Electronic Eng
Morningstar July 2007 - Present
Skills
Agile Methodologies, Software Project..., SQL, Equities, Market Data, Portfolio Management, Asset Management, Investments, Asset Allocation, Product Management, Morningstar Direct, Project Management, C++, Asset Managment, Quantitative Finance, Software Development, C#, Data Mining, Big Data Analytics, Behavioral Finance, Negotiation, Corporate Finance, R, XLSTAT, Marketing Strategy, Cluster Analysis
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Marketing Research
University of Notre Dame 2001 — 2005
MS, Computer Sci and Eng.
Tianjin University 1992 — 1996
BS, Electronic Eng
Peter Kozak's Morningstar Experience November 2009 - Present
Job VP Senior Business Analyst, Structured Credit Ratings
Industry Financial Services
Experience
Morningstar November 2009 - Present
Realpoint LLC November 2007 - November 2009
Wilmington Finance May 2007 - September 2007
Skills
Underwriting, Credit Analysis, Actuarial Science, Fixed Income, MBS, Securitization, Statistical Modeling, Structured Finance, Financial Risk, Financial Modeling
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Actuarial Science
Morningstar November 2009 - Present
Realpoint LLC November 2007 - November 2009
Wilmington Finance May 2007 - September 2007
Skills
Underwriting, Credit Analysis, Actuarial Science, Fixed Income, MBS, Securitization, Statistical Modeling, Structured Finance, Financial Risk, Financial Modeling
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Actuarial Science
David Fabrisi's Morningstar Experience April 2013 - Present
Job
Industry Financial Services
Experience
Morningstar April 2013 - Present
Skills
Salesforce.com, Sales, Account Management, Financial Services, Business Development, Relationship Management, Sales Process, CRM, Customer Retention, Selling, Cold Calling, Solution Selling, Sales Presentations, Direct Sales, Competitive Analysis, Building Relationships, Sales Operations, Lead Generation, Investments
Education
The Ohio State University
B.A., International Studies
2015 Level I Candidate in the CFA Program
Morningstar April 2013 - Present
Skills
Salesforce.com, Sales, Account Management, Financial Services, Business Development, Relationship Management, Sales Process, CRM, Customer Retention, Selling, Cold Calling, Solution Selling, Sales Presentations, Direct Sales, Competitive Analysis, Building Relationships, Sales Operations, Lead Generation, Investments
Education
The Ohio State University
B.A., International Studies
2015 Level I Candidate in the CFA Program
Daniel Reuscher's Morningstar Experience February 2014 - Present
Job Data Analyst at Morningstar
Industry Information Technology and Services
Experience
Morningstar February 2014 - Present
QSI NextGen Healthcare May 2012 - February 2014
St. David's HealthCare May 2010 - May 2012
Skills
HIPAA, Healthcare Information..., Microsoft Word, Revenue Cycle, Microsoft Excel, Microsoft Office, Healthcare Management, Financial Analysis, Healthcare, EHR, EMRs, Healthcare Industry, Technical Support, Revenue Cycle Management
Education
Texas State University-San Marcos 2008 — 2010
Bachelor's degree, Healthcare Administration
Morningstar February 2014 - Present
QSI NextGen Healthcare May 2012 - February 2014
St. David's HealthCare May 2010 - May 2012
Skills
HIPAA, Healthcare Information..., Microsoft Word, Revenue Cycle, Microsoft Excel, Microsoft Office, Healthcare Management, Financial Analysis, Healthcare, EHR, EMRs, Healthcare Industry, Technical Support, Revenue Cycle Management
Education
Texas State University-San Marcos 2008 — 2010
Bachelor's degree, Healthcare Administration
Ruhua Wang's Morningstar Experience December 2013 - Present
Job Senior Release Engineer at Morningstar
Industry Computer & Network Security
Experience
Morningstar December 2013 - Present
Morningstar March 2011 - June 2012
Skills
SQL, JavaScript, XML, Java, Web Services, Software Development, Python, Unix Shell Scripting, MySQL, Perl Script, Automation, Morningstar, Morningstar Direct
Education
Shenzhen University 2003 — 2007
Bachelor's degree, Computer Software Engineering
Morningstar December 2013 - Present
Morningstar March 2011 - June 2012
Skills
SQL, JavaScript, XML, Java, Web Services, Software Development, Python, Unix Shell Scripting, MySQL, Perl Script, Automation, Morningstar, Morningstar Direct
Education
Shenzhen University 2003 — 2007
Bachelor's degree, Computer Software Engineering
Brian Huckstep, CFA's Morningstar Experience December 2003 - April 2005
Job Senior Portfolio Manager
Industry Investment Management
Experience
Ibbotson Associates April 2005 - Present
Morningstar December 2003 - April 2005
Northern Trust August 1994 - June 2003
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Equities, Investment Advisory, Bloomberg, Wealth Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance, Economics, Strategy
University of Michigan 1988 — 1992
BA, Economics
Ibbotson Associates April 2005 - Present
Morningstar December 2003 - April 2005
Northern Trust August 1994 - June 2003
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Mutual Funds, Fixed Income, Portfolio Management, Equities, Investment Advisory, Bloomberg, Wealth Management
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance, Economics, Strategy
University of Michigan 1988 — 1992
BA, Economics
Shre Shah's Morningstar Experience 2004 - 2006
Job Staff Attorney at ComPsych
Industry Legal Services
Experience
ComPsych July 2010 - Present
Chancery Advice Desk January 2010 - May 2010
The Law Offices of Donald Statland January 2010 - May 2010
Morningstar 2004 - 2006
Skills
Estate Planning, Securities, Foreclosures, Family Law, Accounting, Financial, Financial Modeling, Real Estate, Tax, Tax Law
Education
The John Marshall Law School 2008 — 2010
Doctor of Law (J.D.), Law
University of Illinois at Chicago 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
ComPsych July 2010 - Present
Chancery Advice Desk January 2010 - May 2010
The Law Offices of Donald Statland January 2010 - May 2010
Morningstar 2004 - 2006
Skills
Estate Planning, Securities, Foreclosures, Family Law, Accounting, Financial, Financial Modeling, Real Estate, Tax, Tax Law
Education
The John Marshall Law School 2008 — 2010
Doctor of Law (J.D.), Law
University of Illinois at Chicago 2000 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Mohammad Masud Hassan's Morningstar Experience December 2012 - Present
Job Senior Software Developer at Morningstar
Industry Information Technology and Services
Experience
Morningstar December 2012 - Present
Walmart October 2011 - November 2012
Texas Water Development Board January 2010 - August 2011
Parsons September 2005 - January 2010
CPH Engineers September 2003 - October 2005
Texas A&M University-Commerce January 2000 - December 2002
Skills
jQuery, Oracle, Java, Databases, SQL, XML, ABAP, SAP R/3, SOA, UNIX/Linux/Windows, Git, ETL/Informatica/SQL..., DB2, Informix, Oracle, Netbeans Eclipse, Tomcat, HTML, CSS, JQuery ,AJAX, C#/C++,wpf, xaml, Hibernate, Spring, Maven, Unit Testing, Integration Testing, CVS, SVN, Agile Methodologies, JavaScript, Web Applications, Microsoft SQL Server, Perl, Unix
Education
Texas A&M Commerce 2000 — 2002
Masters of Science, Computer Science
Morningstar December 2012 - Present
Walmart October 2011 - November 2012
Texas Water Development Board January 2010 - August 2011
Parsons September 2005 - January 2010
CPH Engineers September 2003 - October 2005
Texas A&M University-Commerce January 2000 - December 2002
Skills
jQuery, Oracle, Java, Databases, SQL, XML, ABAP, SAP R/3, SOA, UNIX/Linux/Windows, Git, ETL/Informatica/SQL..., DB2, Informix, Oracle, Netbeans Eclipse, Tomcat, HTML, CSS, JQuery ,AJAX, C#/C++,wpf, xaml, Hibernate, Spring, Maven, Unit Testing, Integration Testing, CVS, SVN, Agile Methodologies, JavaScript, Web Applications, Microsoft SQL Server, Perl, Unix
Education
Texas A&M Commerce 2000 — 2002
Masters of Science, Computer Science
Wilson Burger's Morningstar Experience August 2001 - June 2005
Job CEO and Founder at Burger Capital Advisors
Industry Financial Services
Experience
Burger Capital Advisors July 2006 - Present
Morningstar August 2001 - June 2005
Skills
Media Relations, Asset Allocation, Asset Management
Education
The College of Wooster 1996 — 2000
Burger Capital Advisors July 2006 - Present
Morningstar August 2001 - June 2005
Skills
Media Relations, Asset Allocation, Asset Management
Education
The College of Wooster 1996 — 2000
Summer Bornman's Morningstar Experience June 2007 - Present
Job Senior Production Designer at Morningstar
Industry Financial Services
Experience
Morningstar June 2007 - Present
Upshot June 2006 - July 2007
Bagby and Company June 2006 - July 2007
Modern Luxury June 2006 - July 2007
Michael Walters Advertising June 2003 - July 2006
Conscious Choice Magazine March 2002 - June 2003
Quarasan September 2001 - January 2002
Creative Loafing August 2000 - July 2001
Skills
Graphic Design, Graphics, Typography, Logo Design, Layout, Corporate Identity, Brochures, Visual Communication, Adobe Creative Suite, Information Design, Creative Direction, Interaction Design, Concept Development
Education
Santa Fe Community College
Associate of Science (A.S.), Graphic Design
University of Central Florida
Bachelor of Science (B.S.), Marketing
Morningstar June 2007 - Present
Upshot June 2006 - July 2007
Bagby and Company June 2006 - July 2007
Modern Luxury June 2006 - July 2007
Michael Walters Advertising June 2003 - July 2006
Conscious Choice Magazine March 2002 - June 2003
Quarasan September 2001 - January 2002
Creative Loafing August 2000 - July 2001
Skills
Graphic Design, Graphics, Typography, Logo Design, Layout, Corporate Identity, Brochures, Visual Communication, Adobe Creative Suite, Information Design, Creative Direction, Interaction Design, Concept Development
Education
Santa Fe Community College
Associate of Science (A.S.), Graphic Design
University of Central Florida
Bachelor of Science (B.S.), Marketing
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments