Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morningstar Salaries. You can even request information on how much does Morningstar pay if you want to. Learn about salaries, pros and cons of working for Morningstar directly from the past employees.
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Zimin Zhang Zimin Zhang's Morningstar Experience January 2014 - Present
Job Project Manager for Software Development at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar August 2010 - December 2013
Morningstar Shenzhen Ltd August 2007 - July 2010
Morningstar Shenzhen Ltd April 2006 - July 2007
Skills
Operations Management, Financial Databases, Project Portfolio..., Portfolio Management, Mutual Funds, Fixed Income, Equities, Data Analysis, Business Analysis, Business Intelligence, Trading, Leadership, Morningstar Direct, ETFs, Management Consulting, Project Management, Investment Banking, Product Management, Business Strategy, Asset Allocation, Cross-functional Team..., Analytics, Management, Valuation, Economics, Risk Management, Financial Services, CRM, Financial Markets, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Analytical Finance
Tianjin Foreign Studies University 2001 — 2005
Bachelor's degree, Economics
Morningstar January 2014 - Present
Morningstar August 2010 - December 2013
Morningstar Shenzhen Ltd August 2007 - July 2010
Morningstar Shenzhen Ltd April 2006 - July 2007
Skills
Operations Management, Financial Databases, Project Portfolio..., Portfolio Management, Mutual Funds, Fixed Income, Equities, Data Analysis, Business Analysis, Business Intelligence, Trading, Leadership, Morningstar Direct, ETFs, Management Consulting, Project Management, Investment Banking, Product Management, Business Strategy, Asset Allocation, Cross-functional Team..., Analytics, Management, Valuation, Economics, Risk Management, Financial Services, CRM, Financial Markets, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Analytical Finance
Tianjin Foreign Studies University 2001 — 2005
Bachelor's degree, Economics
Robert D. Falconer Robert D. Falconer's Morningstar Experience June 2009 - July 2009
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Fisher Investments June 2014 - Present
Golub Group, LLC June 2013 - June 2014
Fisher Investments July 2011 - May 2013
First Republic Bank June 2010 - May 2011
Morningstar June 2009 - July 2009
Asyst Technologies May 2008 - May 2008
Golub Group, LLC June 2007 - June 2007
Skills
Economics, Business Development, Analysis, Financial Analysis, Investments, Market Research, Leadership, Portfolio Management, Data Analysis, Banking, Microsoft Excel, Business Strategy, PowerPoint, Microsoft Office, Analytics, Strategy, Finance, Research, Microsoft Word
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Los Altos High School 2004 — 2007
Diploma
Connie Resendes Connie Resendes's Morningstar Experience November 2012 - Present
Job Head of Global Asset Management Sales at Morningstar
Industry Financial Services
Experience
Morningstar November 2012 - Present
Morningstar October 2001 - October 2012
Thomson Reuters December 2000 - September 2001
Thomson Reuters January 1998 - November 2000
LexisNexis January 1995 - June 1998
LexisNexis January 1994 - December 1994
LexisNexis April 1987 - December 1993
LexisNexis June 1984 - March 1987
Skills
Asset Allocation, Mutual Funds, Alternative Investments, Account Management, Financial Services, Equities, Lead Generation, Strategic Partnerships, New Business Development, Asset Management, Strategy, Management, Relationship Management, Investments, Business Development, Portfolio Management, Marketing, Product Management, Finance, Start-ups, Executive Management, Sales Management, Sales, Marketing Strategy, CRM, Business Strategy, Strategic Planning, Salesforce.com, Wealth Management, Leadership, Sales Operations, Financial Markets, Hedge Funds, Business Analysis, Analytics, Program Management, Product Development
Education
University of Dayton
Law
University of Dayton
Bachelor's Degree, Sociology
Morningstar November 2012 - Present
Morningstar October 2001 - October 2012
Thomson Reuters December 2000 - September 2001
Thomson Reuters January 1998 - November 2000
LexisNexis January 1995 - June 1998
LexisNexis January 1994 - December 1994
LexisNexis April 1987 - December 1993
LexisNexis June 1984 - March 1987
Skills
Asset Allocation, Mutual Funds, Alternative Investments, Account Management, Financial Services, Equities, Lead Generation, Strategic Partnerships, New Business Development, Asset Management, Strategy, Management, Relationship Management, Investments, Business Development, Portfolio Management, Marketing, Product Management, Finance, Start-ups, Executive Management, Sales Management, Sales, Marketing Strategy, CRM, Business Strategy, Strategic Planning, Salesforce.com, Wealth Management, Leadership, Sales Operations, Financial Markets, Hedge Funds, Business Analysis, Analytics, Program Management, Product Development
Education
University of Dayton
Law
University of Dayton
Bachelor's Degree, Sociology
Sonali Kalvala Sonali Kalvala's Morningstar Experience January 2015 - Present
Job Product Consultant at Morningstar Inc.
Industry Financial Services
Experience
Morningstar January 2015 - Present
Texas House of Representatives August 2014 - December 2014
The University of Texas at Austin August 2013 - December 2014
Clothed, Progression Thread by Thread January 2012 - December 2014
The University of Texas at Austin September 2011 - December 2014
Texas Senate August 2013 - August 2014
Liberal Arts Council May 2013 - May 2014
Liberal Arts Council May 2012 - 2014
Texas Governor's Fellowship May 2013 - August 2013
Skills
Public Policy, Research, International Relations, Public Speaking, Financial Research, Strategic Communications, Community Outreach, Policy, Politics, Program Evaluation, Spanish, Data Analysis, Teaching, Policy Analysis, Political Campaigns, Grant Writing, Legal Writing, Stata, Website Development, Basic HTML, Legislative Policy, Legislative Research, Financial Analysis, Account Portfolio...
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics, Government
Morningstar January 2015 - Present
Texas House of Representatives August 2014 - December 2014
The University of Texas at Austin August 2013 - December 2014
Clothed, Progression Thread by Thread January 2012 - December 2014
The University of Texas at Austin September 2011 - December 2014
Texas Senate August 2013 - August 2014
Liberal Arts Council May 2013 - May 2014
Liberal Arts Council May 2012 - 2014
Texas Governor's Fellowship May 2013 - August 2013
Skills
Public Policy, Research, International Relations, Public Speaking, Financial Research, Strategic Communications, Community Outreach, Policy, Politics, Program Evaluation, Spanish, Data Analysis, Teaching, Policy Analysis, Political Campaigns, Grant Writing, Legal Writing, Stata, Website Development, Basic HTML, Legislative Policy, Legislative Research, Financial Analysis, Account Portfolio...
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics, Government
Brian Hauser Brian Hauser's Morningstar Experience July 2014 - Present
Job Copy Editor at Morningstar
Industry Financial Services
Experience
Morningstar July 2014 - Present
Pearson Education April 2012 - July 2014
Pearson Education September 2009 - April 2012
Borders 2009 - 2010
Loyola Academy June 2007 - August 2009
University of Texas at Austin August 2007 - May 2009
Bat City Review August 2007 - December 2007
City of Chicago June 2000 - August 2006
Skills
Writing, Editing, Proofreading, Copy Editing, Fact-checking, Editorial Planning, Manuscript Development, Literary Fiction, Writing Workshops, Teaching English, Teaching Writing, Instructional Writing, Adobe Acrobat, Microsoft Office, Product Development, Literary Criticism, Educational Publishing, Academic Publishing, Literature, Editorial, Books, Teaching English as a..., Non-fiction
Education
The University of Texas at Austin 2007 — 2009
M.A., English, Creative Writing emphasis
University of Iowa 2003 — 2007
B.A., English
University College Cork 2006 — 2006
Anthropology, English
Morningstar July 2014 - Present
Pearson Education April 2012 - July 2014
Pearson Education September 2009 - April 2012
Borders 2009 - 2010
Loyola Academy June 2007 - August 2009
University of Texas at Austin August 2007 - May 2009
Bat City Review August 2007 - December 2007
City of Chicago June 2000 - August 2006
Skills
Writing, Editing, Proofreading, Copy Editing, Fact-checking, Editorial Planning, Manuscript Development, Literary Fiction, Writing Workshops, Teaching English, Teaching Writing, Instructional Writing, Adobe Acrobat, Microsoft Office, Product Development, Literary Criticism, Educational Publishing, Academic Publishing, Literature, Editorial, Books, Teaching English as a..., Non-fiction
Education
The University of Texas at Austin 2007 — 2009
M.A., English, Creative Writing emphasis
University of Iowa 2003 — 2007
B.A., English
University College Cork 2006 — 2006
Anthropology, English
Trammel Martin Trammel Martin's Morningstar Experience 2002 - 2002
Job
Industry Investment Management
Experience
UBS Private Wealth Management October 2013 - Present
Trefis November 2010 - November 2013
Apus Investments October 2008 - December 2010
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Citigroup 2003 - 2003
Morningstar 2002 - 2002
AIM Funds 2001 - 2001
Education
University of Chicago
B.A., Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting, Finance, Global Business
The University of Texas at Austin
Latin America Studies, Spanish
Awty International School
International Baccalaureate
Episcopal High School Houston
UBS Private Wealth Management October 2013 - Present
Trefis November 2010 - November 2013
Apus Investments October 2008 - December 2010
Citigroup 2005 - 2007
Citigroup 2004 - 2005
Citigroup 2003 - 2003
Morningstar 2002 - 2002
AIM Funds 2001 - 2001
Education
University of Chicago
B.A., Economics
New York University - Leonard N. Stern School of Business
MBA, Accounting, Finance, Global Business
The University of Texas at Austin
Latin America Studies, Spanish
Awty International School
International Baccalaureate
Episcopal High School Houston
John Zecy John Zecy's Morningstar Experience September 2013 - May 2015
Job Associate Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2013 - May 2015
Morningstar August 2012 - September 2013
University of Kansas August 2010 - September 2012
Morningstar May 2011 - August 2011
Skills
Valuation, Research, Microsoft Office, Financial Analysis, Financial Modeling, Equities, Data Analysis, Strategy, Economics, Analysis, Morningstar Direct, Investments, Equity Research
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Finance
Dikemes University, Paros, Greece 2010 — 2010
Modern Greek, Cultural Anthropology
Morningstar September 2013 - May 2015
Morningstar August 2012 - September 2013
University of Kansas August 2010 - September 2012
Morningstar May 2011 - August 2011
Skills
Valuation, Research, Microsoft Office, Financial Analysis, Financial Modeling, Equities, Data Analysis, Strategy, Economics, Analysis, Morningstar Direct, Investments, Equity Research
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Finance
Dikemes University, Paros, Greece 2010 — 2010
Modern Greek, Cultural Anthropology
Jane Kapka Jane Kapka's Morningstar Experience July 2013 - Present
Job Talent Acquisition at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Skills
Recruiting, Talent Acquisition, Employee Training, Employee Relations, Time Management, Microsoft Office, Customer Service, Office Management, Resume Writing, Event Planning, Training, Human Resources
Education
The University of Texas at Austin 2005 — 2008
Bachelor's Degree, Radio-TV-Film, Business Foundations
Blue Valley North High School 2001 — 2005
Morningstar July 2013 - Present
Skills
Recruiting, Talent Acquisition, Employee Training, Employee Relations, Time Management, Microsoft Office, Customer Service, Office Management, Resume Writing, Event Planning, Training, Human Resources
Education
The University of Texas at Austin 2005 — 2008
Bachelor's Degree, Radio-TV-Film, Business Foundations
Blue Valley North High School 2001 — 2005
Eric Steimel Eric Steimel's Morningstar Experience October 2005 - Present
Job Data Operations Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2005 - Present
Morningstar May 2005 - October 2005
Morningstar April 2004 - May 2005
JPMorgan Chase October 2003 - April 2004
AXA January 2003 - October 2003
Skills
Analysis, Data Analysis, Management, Team Management, Operations Management, Customer Service, Customer Experience, Customer Oriented, Customer Support, Data Warehousing, Data Management, Team Leadership, Team Building, Teamwork, Team-oriented, Dependable Team Player, Dedicated Professional, Deductive Reasoning, Logical Thinker, Creative Problem Solving, Root Cause Problem..., Business Process..., Derivatives, Commodity Markets, Commodity Pricing, Quality Auditing, Quality Assurance, SQL, Basics of Unix, Outlook, Salesforce.com, Microsoft Office, Cycle Time Reduction
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Elsik High School 1994 — 1998
High School Diploma, Houston, TX
Morningstar October 2005 - Present
Morningstar May 2005 - October 2005
Morningstar April 2004 - May 2005
JPMorgan Chase October 2003 - April 2004
AXA January 2003 - October 2003
Skills
Analysis, Data Analysis, Management, Team Management, Operations Management, Customer Service, Customer Experience, Customer Oriented, Customer Support, Data Warehousing, Data Management, Team Leadership, Team Building, Teamwork, Team-oriented, Dependable Team Player, Dedicated Professional, Deductive Reasoning, Logical Thinker, Creative Problem Solving, Root Cause Problem..., Business Process..., Derivatives, Commodity Markets, Commodity Pricing, Quality Auditing, Quality Assurance, SQL, Basics of Unix, Outlook, Salesforce.com, Microsoft Office, Cycle Time Reduction
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Elsik High School 1994 — 1998
High School Diploma, Houston, TX
Loral Robben Pepoon's Morningstar Experience October 1999 - January 2001
Job Experienced Book Editor, Marketing Director, Managing Editor, Creative Director, Writer, Project Manager, and Supervisor
Industry Marketing and Advertising
Experience
Freelance Marketing and Writing May 2013 - Present
Moody Bible Institute August 2008 - April 2013
Loyola University Chicago May 2002 - July 2008
CNA Insurance March 2001 - September 2001
Morningstar October 1999 - January 2001
Preco Industries, Inc. May 1998 - May 1999
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Creative Direction, Interactive Creative..., Editing, Writing, Feature Article Writing, Copywriting, Copy Editing, Photoshoot Direction, Video Direction, Supervisory Experience, Project Management, Promotions, Event Marketing Strategy, Proofreading, Digital Marketing, Print Management, Public Relations, Promotional Writing, Social Media Marketing, Web Content, Web Marketing, Marketing, Management, AP Style, Content Strategy, Publications, Blogging, New Media, Email Marketing, Content Development, Newsletters, Advertising, Publishing, Direct Mail, Editorial, Brochures, Radio, Media Buying, Publicity, Press Releases, Fundraising, Integrated Marketing, Content Writing, Media Relations, Corporate Communications, Content Management, Web Content Management
Education
University of Kansas
Master of Science, Journalism/Advertising
University of Tulsa
Bachelor of Arts (BA), European Studies and French/German
Freelance Marketing and Writing May 2013 - Present
Moody Bible Institute August 2008 - April 2013
Loyola University Chicago May 2002 - July 2008
CNA Insurance March 2001 - September 2001
Morningstar October 1999 - January 2001
Preco Industries, Inc. May 1998 - May 1999
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Creative Direction, Interactive Creative..., Editing, Writing, Feature Article Writing, Copywriting, Copy Editing, Photoshoot Direction, Video Direction, Supervisory Experience, Project Management, Promotions, Event Marketing Strategy, Proofreading, Digital Marketing, Print Management, Public Relations, Promotional Writing, Social Media Marketing, Web Content, Web Marketing, Marketing, Management, AP Style, Content Strategy, Publications, Blogging, New Media, Email Marketing, Content Development, Newsletters, Advertising, Publishing, Direct Mail, Editorial, Brochures, Radio, Media Buying, Publicity, Press Releases, Fundraising, Integrated Marketing, Content Writing, Media Relations, Corporate Communications, Content Management, Web Content Management
Education
University of Kansas
Master of Science, Journalism/Advertising
University of Tulsa
Bachelor of Arts (BA), European Studies and French/German
Ellen Dunn's Morningstar Experience February 2015 - Present
Job Regional Sales Associate at Morningstar
Industry Marketing and Advertising
Experience
Morningstar February 2015 - Present
IBM July 2014 - February 2015
IBM July 2013 - June 2014
IBM October 2012 - June 2013
IBM February 2012 - October 2012
SCS Commodities May 2009 - August 2011
Skills
Microsoft Office, Social Networking, Social Media, PowerPoint, Customer Service, Outlook, Microsoft Excel, Spanish, Microsoft Word, Social Media Marketing, Solution Selling, Advanced Analytics, Sales Operations, Account Management, Marketing, Management, Team Leadership, Leadership
Education
University of Arizona 2008 — 2011
B.A, Communications; Minor in Business
Morningstar February 2015 - Present
IBM July 2014 - February 2015
IBM July 2013 - June 2014
IBM October 2012 - June 2013
IBM February 2012 - October 2012
SCS Commodities May 2009 - August 2011
Skills
Microsoft Office, Social Networking, Social Media, PowerPoint, Customer Service, Outlook, Microsoft Excel, Spanish, Microsoft Word, Social Media Marketing, Solution Selling, Advanced Analytics, Sales Operations, Account Management, Marketing, Management, Team Leadership, Leadership
Education
University of Arizona 2008 — 2011
B.A, Communications; Minor in Business
Shiv Arora's Morningstar Experience April 2010 - March 2013
Job Sales Manager West Region at Idera Software
Industry Computer Software
Experience
Idera Software August 2015 - Present
Idera Software March 2013 - August 2015
Morningstar April 2010 - March 2013
Marsh & McLennan Companies, Inc. 2008 - 2010
Couch Hallum Finanical Group, LLC 2007 - 2008
Skills
Salesforce.com, SaaS, Equities, Enterprise Software, Cloud Computing, Account Management, Risk Management, Sales Process, Microsoft Excel, Sales, Investments, Energy, Sales Management, Sales Operations, Analysis, Forecasting, Data Analysis, Entrepreneurship, Data Center, Commodity Markets, Strategy
Education
The University of Texas at Austin 2004 — 2008
Bachelors, Bachelor of Arts, Economics
Idera Software August 2015 - Present
Idera Software March 2013 - August 2015
Morningstar April 2010 - March 2013
Marsh & McLennan Companies, Inc. 2008 - 2010
Couch Hallum Finanical Group, LLC 2007 - 2008
Skills
Salesforce.com, SaaS, Equities, Enterprise Software, Cloud Computing, Account Management, Risk Management, Sales Process, Microsoft Excel, Sales, Investments, Energy, Sales Management, Sales Operations, Analysis, Forecasting, Data Analysis, Entrepreneurship, Data Center, Commodity Markets, Strategy
Education
The University of Texas at Austin 2004 — 2008
Bachelors, Bachelor of Arts, Economics
Ashana Vasudeva Ashana Vasudeva's Morningstar Experience March 2014 - Present
Job QA Analyst at Morningstar Inc
Industry Computer Software
Experience
Morningstar March 2014 - Present
Infosys July 2010 - August 2012
Infosys January 2010 - May 2010
HCL Infosystems Ltd June 2009 - December 2009
Skills
Java, SoapUI, ASP.NET, Oracle, C, Data Structures, C++, Eclipse, C#, SQL, Testing, Linux, QTP, Quality Center
Education
University at Buffalo 2012 — 2013
Master's degree, Computer Science and Engineering
Chitkara University 2006 — 2010
Bachelor's degree(B.Tech), Computer Science and Engineering
Morningstar March 2014 - Present
Infosys July 2010 - August 2012
Infosys January 2010 - May 2010
HCL Infosystems Ltd June 2009 - December 2009
Skills
Java, SoapUI, ASP.NET, Oracle, C, Data Structures, C++, Eclipse, C#, SQL, Testing, Linux, QTP, Quality Center
Education
University at Buffalo 2012 — 2013
Master's degree, Computer Science and Engineering
Chitkara University 2006 — 2010
Bachelor's degree(B.Tech), Computer Science and Engineering
Eric Connelly Eric Connelly's Morningstar Experience July 2008 - March 2010
Job Software Developer at Amplify
Industry Marketing and Advertising
Experience
Amplify September 2014 - Present
Essence October 2012 - August 2014
ITG April 2010 - October 2012
Morningstar July 2008 - March 2010
Tufts University June 2007 - September 2007
Skills
Databases, SQL, Python, Data Analysis, C++, Programming, Analysis, VBA, Microsoft Excel, Research, Financial Modeling, Excel, Data Mining, HTML, C, Microsoft Office, Django
Education
Tufts University 2004 — 2008
Bachelors of Arts, Mathematics, Computer Science
Tufts University 2004 — 2008
Bachelors of Arts, Mathematics, Computer Science
Amplify September 2014 - Present
Essence October 2012 - August 2014
ITG April 2010 - October 2012
Morningstar July 2008 - March 2010
Tufts University June 2007 - September 2007
Skills
Databases, SQL, Python, Data Analysis, C++, Programming, Analysis, VBA, Microsoft Excel, Research, Financial Modeling, Excel, Data Mining, HTML, C, Microsoft Office, Django
Education
Tufts University 2004 — 2008
Bachelors of Arts, Mathematics, Computer Science
Tufts University 2004 — 2008
Bachelors of Arts, Mathematics, Computer Science
Erica Feinberg Erica Feinberg's Morningstar Experience 2003 - 2009
Job Marketing Consultant
Industry Consumer Goods
Experience
Self-Employed 2009 - Present
Morningstar 2003 - 2009
Kraft Foods Group 1997 - 2003
Skills
Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (MBA)
Tufts University 1987 — 1991
Bachelor of Arts (BA), Quantitative Economics
Self-Employed 2009 - Present
Morningstar 2003 - 2009
Kraft Foods Group 1997 - 2003
Skills
Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
Master of Business Administration (MBA)
Tufts University 1987 — 1991
Bachelor of Arts (BA), Quantitative Economics
Diego Valera Diego Valera's Morningstar Experience June 2010 - August 2010
Job Strategy Associate at Visa
Industry Financial Services
Experience
Global Corporate Strategy May 2015 - Present
Global Corporate Initiatives September 2014 - April 2015
E-commerce LAC March 2013 - August 2014
New Grad Development Program (NGDP) August 2011 - February 2013
UC Berkeley University Relations September 2010 - August 2011
Morningstar June 2010 - August 2010
Intrax Cultural Exchange January 2010 - May 2010
UC Berkeley June 2008 - October 2008
Skills
Business Strategy, Data Analysis, Spanish, PowerPoint, Microsoft Excel, E-commerce, Business Development, Research, Analytics, Product Management, Management, Strategy, Market Research, Competitive Analysis, Business Analysis, Business Intelligence, Online Marketing, Cross-border, Microsoft Office
Education
University of California, Berkeley 2007 — 2011
BA, Political Economy and Latin American Studies
Global Corporate Strategy May 2015 - Present
Global Corporate Initiatives September 2014 - April 2015
E-commerce LAC March 2013 - August 2014
New Grad Development Program (NGDP) August 2011 - February 2013
UC Berkeley University Relations September 2010 - August 2011
Morningstar June 2010 - August 2010
Intrax Cultural Exchange January 2010 - May 2010
UC Berkeley June 2008 - October 2008
Skills
Business Strategy, Data Analysis, Spanish, PowerPoint, Microsoft Excel, E-commerce, Business Development, Research, Analytics, Product Management, Management, Strategy, Market Research, Competitive Analysis, Business Analysis, Business Intelligence, Online Marketing, Cross-border, Microsoft Office
Education
University of California, Berkeley 2007 — 2011
BA, Political Economy and Latin American Studies
Sarah Young Sarah Young's Morningstar Experience June 2003 - November 2003
Job Senior Manager at Gillum Strategy Partners
Industry Management Consulting
Experience
Gillum Strategy Partners August 2012 - August 2014
Elizabeth Glaser Pediatric AIDS Foundation June 2011 - August 2011
Nuveen HydePark Group, LLC June 2007 - August 2010
NUVEEN INVESTMENT SOLUTIONS December 2003 - August 2010
Morningstar June 2003 - November 2003
THE DAVID AND ALFRED SMART MUSEUM OF ART March 2000 - June 2003
Skills
Financial Analysis, Strategic Planning, Benchmarking, Client Service, Social Impact Assessment, Portfolio Strategy, Financial Planning, Statistics, Strategic Financial..., Analysis, Due Diligence, Financial Services, Equities, Management Consulting, Market Research
Education
The University of Chicago - Booth School of Business 2010 — 2012
Masters Business Administration, Accounting, Economics, Econometrics & Statistics and Finance, 3.5
University of Chicago 1999 — 2003
Bachelor of Arts, Political Science, Economics
Hathaway Brown School 1995 — 1999
Gillum Strategy Partners August 2012 - August 2014
Elizabeth Glaser Pediatric AIDS Foundation June 2011 - August 2011
Nuveen HydePark Group, LLC June 2007 - August 2010
NUVEEN INVESTMENT SOLUTIONS December 2003 - August 2010
Morningstar June 2003 - November 2003
THE DAVID AND ALFRED SMART MUSEUM OF ART March 2000 - June 2003
Skills
Financial Analysis, Strategic Planning, Benchmarking, Client Service, Social Impact Assessment, Portfolio Strategy, Financial Planning, Statistics, Strategic Financial..., Analysis, Due Diligence, Financial Services, Equities, Management Consulting, Market Research
Education
The University of Chicago - Booth School of Business 2010 — 2012
Masters Business Administration, Accounting, Economics, Econometrics & Statistics and Finance, 3.5
University of Chicago 1999 — 2003
Bachelor of Arts, Political Science, Economics
Hathaway Brown School 1995 — 1999
Deepti Jain Deepti Jain's Morningstar Experience October 2014 - Present
Job Software Implementation Expert
Industry Information Technology and Services
Experience
Morningstar October 2014 - Present
Silverline August 2013 - September 2014
Morningstar, Inc. February 2012 - August 2013
Morningstar, Inc. July 2009 - January 2012
Morningstar Investment Services July 2008 - June 2009
Morningstar, Inc. June 2007 - August 2007
ACTED December 2005 - January 2006
ACTED June 2005 - August 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, Corporate Finance, Portfolio Management, Economics, Derivatives, Market Research, Bloomberg, Salesforce.com, MS Project, Visio, QuickBase, Atlassian JIRA, Management, CRM, Forecasting, Finance, Integration, Asset Management, Salesforce.com..., Solutions Design, Salesforce.com..., Wealth Management, Investment Banking, Salesforce.com..., JIRA, Technical Solution...
Education
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Psychology and Spanish
Universidad de Buenos Aires / UBA 2006 — 2006
Spanish Language
International School Manila 1996 — 2004
Morningstar October 2014 - Present
Silverline August 2013 - September 2014
Morningstar, Inc. February 2012 - August 2013
Morningstar, Inc. July 2009 - January 2012
Morningstar Investment Services July 2008 - June 2009
Morningstar, Inc. June 2007 - August 2007
ACTED December 2005 - January 2006
ACTED June 2005 - August 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, Corporate Finance, Portfolio Management, Economics, Derivatives, Market Research, Bloomberg, Salesforce.com, MS Project, Visio, QuickBase, Atlassian JIRA, Management, CRM, Forecasting, Finance, Integration, Asset Management, Salesforce.com..., Solutions Design, Salesforce.com..., Wealth Management, Investment Banking, Salesforce.com..., JIRA, Technical Solution...
Education
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Psychology and Spanish
Universidad de Buenos Aires / UBA 2006 — 2006
Spanish Language
International School Manila 1996 — 2004
Danielle Curcio Danielle Curcio's Morningstar Experience January 2014 - April 2015
Job Community Operations at Facebook
Industry Think Tanks
Experience
Facebook April 2015 - Present
Morningstar January 2014 - April 2015
Morningstar July 2012 - December 2013
Sarkesian Ventures, LLC August 2011 - December 2011
Creative Link Technologies May 2011 - August 2011
Skills
Social Media, Blogging, Marketing, Market Research, SEO, Google Adwords, Product Management, Product Development, Strategy, Online Marketing, Salesforce.com, Social Media Marketing
Education
The University of Texas at Austin 2008 — 2012
BBA, Marketing
Facebook April 2015 - Present
Morningstar January 2014 - April 2015
Morningstar July 2012 - December 2013
Sarkesian Ventures, LLC August 2011 - December 2011
Creative Link Technologies May 2011 - August 2011
Skills
Social Media, Blogging, Marketing, Market Research, SEO, Google Adwords, Product Management, Product Development, Strategy, Online Marketing, Salesforce.com, Social Media Marketing
Education
The University of Texas at Austin 2008 — 2012
BBA, Marketing
Allison Widder Allison Widder's Morningstar Experience June 2014 - Present
Job Office Manager at Morningstar
Industry Marketing and Advertising
Experience
Morningstar June 2014 - Present
Clif Bar & Company September 2012 - Present
HelloWallet (acquired by MorningStar) January 2014 - June 2014
Fox Head, Inc. April 2012 - December 2013
Fox Racing Shox 2010 - 2011
Specialized Bicycle Components November 2008 - July 2010
Specialized Bicycle Components July 2007 - December 2008
REI 2005 - 2007
Tomichi Cycles 2003 - 2005
Skills
Social Media Marketing, Marketing, Event Planning, Sales, Retail, Cycling, Market Research, Marketing Strategy, Merchandising, Event Management, Product Development, Sports Marketing, Sporting Goods, Sales Management, Press Releases, Integrated Marketing, Visual Merchandising, Public Speaking, Sports, Trade Shows, Budgets, Brand Management, Market Planning, Product Marketing, Product Management, Customer Service, Brand Development, Product Launch, Marketing Communications, Employee Training, Department Budgeting, SAP, Sales Operations, Competitive Analysis
Education
eCornell 2014 — 2016
Master Certificate, Human Resources
Western State College of Colorado 2001 — 2005
B.A., Molecular Biology
University of Colorado at Boulder 2001 — 2002
Molecular, Cellular, Developmental Biology
Morningstar June 2014 - Present
Clif Bar & Company September 2012 - Present
HelloWallet (acquired by MorningStar) January 2014 - June 2014
Fox Head, Inc. April 2012 - December 2013
Fox Racing Shox 2010 - 2011
Specialized Bicycle Components November 2008 - July 2010
Specialized Bicycle Components July 2007 - December 2008
REI 2005 - 2007
Tomichi Cycles 2003 - 2005
Skills
Social Media Marketing, Marketing, Event Planning, Sales, Retail, Cycling, Market Research, Marketing Strategy, Merchandising, Event Management, Product Development, Sports Marketing, Sporting Goods, Sales Management, Press Releases, Integrated Marketing, Visual Merchandising, Public Speaking, Sports, Trade Shows, Budgets, Brand Management, Market Planning, Product Marketing, Product Management, Customer Service, Brand Development, Product Launch, Marketing Communications, Employee Training, Department Budgeting, SAP, Sales Operations, Competitive Analysis
Education
eCornell 2014 — 2016
Master Certificate, Human Resources
Western State College of Colorado 2001 — 2005
B.A., Molecular Biology
University of Colorado at Boulder 2001 — 2002
Molecular, Cellular, Developmental Biology
Kate Wade Kate Wade's Morningstar Experience March 1997 - June 1998
Job
Industry Management Consulting
Experience
Arthur J. Gallagher & Co. 2015 - Present
Allstate October 2012 - August 2015
The Cambridge Group April 2007 - February 2012
Boston Consulting Group June 2004 - March 2007
Dell Professional Services August 2000 - March 2003
American Management Systems August 1998 - August 2000
Morningstar March 1997 - June 1998
Skills
Management Consulting, Business Strategy, Segmentation, Strategic Planning, Business Planning, Marketing Strategy, Go-to-market Strategy, Program Management, Consumer Insights, Portfolio Strategy, Competitive Analysis, Analytics, Market Analysis, Marketing Research, Product Management, Change Management, Brand Equity, Product Marketing, New Business Development, Strategy Development, Marketing Management, Qualitative Research, Quantitative Research, Demand Generation, Demand Forecasting, Brand Development, Brand Architecture, Consumer Behavior, Consumer Products, Retail Industry, Food & Beverage, Media Planning, Manufacturing, Supply Chain Management, Operations Management, Organizational..., Strategy, CRM, Portfolio Management, Customer Insight
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Marketing, Strategy, Organization
The University of Chicago 1994 — 1998
BA, History, Law
Ann Arbor Community High School
Arthur J. Gallagher & Co. 2015 - Present
Allstate October 2012 - August 2015
The Cambridge Group April 2007 - February 2012
Boston Consulting Group June 2004 - March 2007
Dell Professional Services August 2000 - March 2003
American Management Systems August 1998 - August 2000
Morningstar March 1997 - June 1998
Skills
Management Consulting, Business Strategy, Segmentation, Strategic Planning, Business Planning, Marketing Strategy, Go-to-market Strategy, Program Management, Consumer Insights, Portfolio Strategy, Competitive Analysis, Analytics, Market Analysis, Marketing Research, Product Management, Change Management, Brand Equity, Product Marketing, New Business Development, Strategy Development, Marketing Management, Qualitative Research, Quantitative Research, Demand Generation, Demand Forecasting, Brand Development, Brand Architecture, Consumer Behavior, Consumer Products, Retail Industry, Food & Beverage, Media Planning, Manufacturing, Supply Chain Management, Operations Management, Organizational..., Strategy, CRM, Portfolio Management, Customer Insight
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Marketing, Strategy, Organization
The University of Chicago 1994 — 1998
BA, History, Law
Ann Arbor Community High School
Lee Davidson, CFA Lee Davidson, CFA's Morningstar Experience March 2014 - Present
Job Senior Quantitative Analyst at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Morningstar May 2013 - March 2014
Morningstar August 2011 - May 2013
Morningstar July 2010 - August 2011
Skills
Economics, Regression, R, Factor Analysis, Market Research, Microsoft Office, Morningstar Direct, Morningstar Office, ETFs, Quantitative Analytics, Bloomberg, Data Analysis, Machine Learning, Quantitative Research, Quantitative Finance, Equity Research
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Econometrics & Statistics, Entrepreneurship
University of Chicago 2006 — 2010
Bachelor's Degree, Economics
Morningstar March 2014 - Present
Morningstar May 2013 - March 2014
Morningstar August 2011 - May 2013
Morningstar July 2010 - August 2011
Skills
Economics, Regression, R, Factor Analysis, Market Research, Microsoft Office, Morningstar Direct, Morningstar Office, ETFs, Quantitative Analytics, Bloomberg, Data Analysis, Machine Learning, Quantitative Research, Quantitative Finance, Equity Research
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Econometrics & Statistics, Entrepreneurship
University of Chicago 2006 — 2010
Bachelor's Degree, Economics
Jasmin Aßmann Jasmin Aßmann's Morningstar Experience August 2013 - May 2014
Job Teaching Assistant bei University of Illinois at Chicago
Industry
Experience
UIC Liautaud Graduate School of Business January 2014 - August 2015
Trader Joe's March 2015 - May 2015
Morningstar August 2013 - May 2014
Berlin Brandenburg Airport February 2012 - April 2012
Skills
Social Media, Graphic Design, Sitefinity, Photoshop, Content Management, Google Analytics, Microsoft Excel, SQL, Financial Analysis, Corporate Finance, Java, Datawarehouse-Architektu...
Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2013 — 2015
MBA / MS in Management Information Systems
Fachhochschule Potsdam 2008 — 2013
Bachelor of Arts (BA), Media Studies
Universität Potsdam 2008 — 2013
Bachelor of Arts (BA), Media Studies
Universidad de Vigo 2011 — 2011
Publicity and Public Relations
UIC Liautaud Graduate School of Business January 2014 - August 2015
Trader Joe's March 2015 - May 2015
Morningstar August 2013 - May 2014
Berlin Brandenburg Airport February 2012 - April 2012
Skills
Social Media, Graphic Design, Sitefinity, Photoshop, Content Management, Google Analytics, Microsoft Excel, SQL, Financial Analysis, Corporate Finance, Java, Datawarehouse-Architektu...
Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2013 — 2015
MBA / MS in Management Information Systems
Fachhochschule Potsdam 2008 — 2013
Bachelor of Arts (BA), Media Studies
Universität Potsdam 2008 — 2013
Bachelor of Arts (BA), Media Studies
Universidad de Vigo 2011 — 2011
Publicity and Public Relations
Andrew McSween's Morningstar Experience January 2013 - October 2013
Job
Industry Oil & Energy
Experience
Interactive Data October 2013 - Present
Morningstar January 2013 - October 2013
Morningstar January 2011 - January 2013
Skills
Microsoft Excel, VBA, Risk Management, Financial Modeling, Analysis, Economics, Morningstar Direct, Business Analysis, Financial Analysis, Data Analysis, Investments, Portfolio Management, Bloomberg, Equities, Valuation, Derivatives, Options, Commodity, Trading
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Energy
Interactive Data October 2013 - Present
Morningstar January 2013 - October 2013
Morningstar January 2011 - January 2013
Skills
Microsoft Excel, VBA, Risk Management, Financial Modeling, Analysis, Economics, Morningstar Direct, Business Analysis, Financial Analysis, Data Analysis, Investments, Portfolio Management, Bloomberg, Equities, Valuation, Derivatives, Options, Commodity, Trading
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Energy
Maggie Baughn Maggie Baughn's Morningstar Experience November 2005 - July 2015
Job HR Partner at The University of Texas at Austin
Industry Financial Services
Experience
The University of Texas at Austin July 2015 - Present
Morningstar November 2005 - July 2015
Skills
Project Management, Customer Service, Negotiation, Employee Relations, Finance, Human Resources, Management, Analysis, Recruiting, Leadership, Performance Management, Employee Benefits, Strategy, Business Analysis
Education
The University of Texas at Austin 2000 — 2004
BA, Philosophy
The University of Texas at Austin July 2015 - Present
Morningstar November 2005 - July 2015
Skills
Project Management, Customer Service, Negotiation, Employee Relations, Finance, Human Resources, Management, Analysis, Recruiting, Leadership, Performance Management, Employee Benefits, Strategy, Business Analysis
Education
The University of Texas at Austin 2000 — 2004
BA, Philosophy
Luis Enrique Delgado's Morningstar Experience January 2015 - Present
Job Software Developer at Morningstar
Industry Computer Software
Experience
Morningstar January 2015 - Present
Hewlett-Packard May 2014 - August 2014
San Francisco Consulting Group May 2013 - August 2013
Northwestern Mutual May 2012 - July 2012
Skills
HTML, JavaScript, Java, Leadership, Python, Object Oriented Software, Data Structures, jQuery, Eclipse, C, C++, Github, MVC Architecture, iOS development, DOM, PHP, MySQL, Tomcat, JSP, Burp Suite, Fortify
Education
The University of Texas at Austin 2009 — 2014
BA, Computer Science and Economics
Morningstar January 2015 - Present
Hewlett-Packard May 2014 - August 2014
San Francisco Consulting Group May 2013 - August 2013
Northwestern Mutual May 2012 - July 2012
Skills
HTML, JavaScript, Java, Leadership, Python, Object Oriented Software, Data Structures, jQuery, Eclipse, C, C++, Github, MVC Architecture, iOS development, DOM, PHP, MySQL, Tomcat, JSP, Burp Suite, Fortify
Education
The University of Texas at Austin 2009 — 2014
BA, Computer Science and Economics
Molly Maghran Molly Maghran's Morningstar Experience 2013 - Present
Job Vice President – Senior Analyst, Structured Credit Ratings
Industry Real Estate
Experience
Morningstar 2013 - Present
Provident Bank NJ 2012 - 2013
Real Estate Analytics, LLC 2004 - 2012
KeyBank Real Estate Capital 1997 - 2003
Key Commercial Mortgage 1997 - 1997
KeyBank 1991 - 1997
Goldome, FSB 1989 - 1991
Education
Canisius College, Graduate School of Business
MBA coursework
State University of New York at Buffalo
BS, Business Administration, Economics
Morningstar 2013 - Present
Provident Bank NJ 2012 - 2013
Real Estate Analytics, LLC 2004 - 2012
KeyBank Real Estate Capital 1997 - 2003
Key Commercial Mortgage 1997 - 1997
KeyBank 1991 - 1997
Goldome, FSB 1989 - 1991
Education
Canisius College, Graduate School of Business
MBA coursework
State University of New York at Buffalo
BS, Business Administration, Economics
Cliff Farmer's Morningstar Experience August 2011 - January 2012
Job .Net Consultant for PCRB
Industry Computer Software
Experience
PCRB February 2013 - Present
Sales Tax Clearinghouse September 1998 - Present
Windmill Software June 1991 - Present
Barclaycard August 2012 - February 2013
The Neat Company March 2012 - June 2012
Morningstar August 2011 - January 2012
Susquehanna International Group June 2000 - July 2011
NovaCare Rehabilitation August 1997 - January 2000
Commonwealth Land Title Insurance July 1995 - July 1997
CLT Appraisal Services July 1994 - June 1995
Skills
C# 4.0, .NET, Agile, WinForms, Visual Studio, SQL Server, CSS, Microsoft SQL Server, Agile Methodologies, TIBCO Rendezvous, MySQL, Infragistics, JavaScript, HTML, XML, Software Development, SQL, Test Driven Development, C#, Unix, ASP.NET, ASP, Databases, Oracle, Java, C++, SOA, Access, AJAX, WPF, SDLC, Subversion, Distributed Systems, SOAP
Education
Union College 1978 — 1982
MS, Computer Science
Haverford School 1966 — 1978
PCRB February 2013 - Present
Sales Tax Clearinghouse September 1998 - Present
Windmill Software June 1991 - Present
Barclaycard August 2012 - February 2013
The Neat Company March 2012 - June 2012
Morningstar August 2011 - January 2012
Susquehanna International Group June 2000 - July 2011
NovaCare Rehabilitation August 1997 - January 2000
Commonwealth Land Title Insurance July 1995 - July 1997
CLT Appraisal Services July 1994 - June 1995
Skills
C# 4.0, .NET, Agile, WinForms, Visual Studio, SQL Server, CSS, Microsoft SQL Server, Agile Methodologies, TIBCO Rendezvous, MySQL, Infragistics, JavaScript, HTML, XML, Software Development, SQL, Test Driven Development, C#, Unix, ASP.NET, ASP, Databases, Oracle, Java, C++, SOA, Access, AJAX, WPF, SDLC, Subversion, Distributed Systems, SOAP
Education
Union College 1978 — 1982
MS, Computer Science
Haverford School 1966 — 1978
Gideon Magnus Gideon Magnus's Morningstar Experience September 2011 - Present
Job Senior Quantitative Analyst at Morningstar
Industry Research
Experience
Morningstar September 2011 - Present
Skills
Stata, Econometrics, Quantitative Analytics, Statistics, Data Analysis, Financial Modeling, Matlab, Statistical Modeling, Quantitative Research, Quantitative Finance, Research, Economic Research, R, Time Series Analysis, Economics, Data Mining, Microeconomics, Econometric Modeling, LaTeX, Bayesian methods, Macroeconomics, Finance, Investments, Asset Allocation, Portfolio Management
Education
University of Chicago 2004 — 2011
PhD, Economics
University of Amsterdam 1998 — 2004
MSc, Econometrics
Morningstar September 2011 - Present
Skills
Stata, Econometrics, Quantitative Analytics, Statistics, Data Analysis, Financial Modeling, Matlab, Statistical Modeling, Quantitative Research, Quantitative Finance, Research, Economic Research, R, Time Series Analysis, Economics, Data Mining, Microeconomics, Econometric Modeling, LaTeX, Bayesian methods, Macroeconomics, Finance, Investments, Asset Allocation, Portfolio Management
Education
University of Chicago 2004 — 2011
PhD, Economics
University of Amsterdam 1998 — 2004
MSc, Econometrics
Julie Chidester's Morningstar Experience June 1998 - December 1998
Job Digital Marketing and Media Consultant
Industry Marketing and Advertising
Experience
Freelance November 2002 - Present
d'aprile properties, llc December 2014 - May 2015
mc2 marketing, inc. A Digital Marketing Company September 2007 - September 2012
Critical Mass March 2000 - October 2002
Four Points Digital / marchFIRST January 1999 - February 2000
Morningstar June 1998 - December 1998
3Com August 1997 - May 1998
US Robotics March 1996 - July 1997
Whittman-Hart Inc. March 1994 - March 1996
Skills
Digital Marketing, Social Media Marketing, Digital Media, Interactive Marketing, Integrated Marketing, SEM, Email Marketing, Mobile Marketing, Digital Strategy, Online Advertising, Web Marketing, Marketing Strategy, Online Marketing, Marketing Communications
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management
University of Kansas 1987 — 1991
B.S., Journalism
Freelance November 2002 - Present
d'aprile properties, llc December 2014 - May 2015
mc2 marketing, inc. A Digital Marketing Company September 2007 - September 2012
Critical Mass March 2000 - October 2002
Four Points Digital / marchFIRST January 1999 - February 2000
Morningstar June 1998 - December 1998
3Com August 1997 - May 1998
US Robotics March 1996 - July 1997
Whittman-Hart Inc. March 1994 - March 1996
Skills
Digital Marketing, Social Media Marketing, Digital Media, Interactive Marketing, Integrated Marketing, SEM, Email Marketing, Mobile Marketing, Digital Strategy, Online Advertising, Web Marketing, Marketing Strategy, Online Marketing, Marketing Communications
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management
University of Kansas 1987 — 1991
B.S., Journalism
Nicholas Gajewski's Morningstar Experience September 2007 - March 2009
Job Divisional Sales Manager at Groupon
Industry Marketing and Advertising
Experience
Groupon August 2015 - Present
Groupon February 2015 - Present
Groupon October 2013 - Present
Groupon September 2010 - October 2013
Groupon October 2012 - January 2013
Morningstar September 2007 - March 2009
Gelber Group 2005 - 2006
Skills
Salesforce.com, Account Management, Cold Calling, Marketing, Social Media, Microsoft Excel, Online Advertising, Market Research, Microsoft Office, Financial Analysis, Investments, Sales, Lead Generation, Negotiation, Social Media Marketing, Advertising, Marketing Strategy, Social Networking
Education
Union College 2002 — 2006
Bachelor of Arts, Philosophy
New Trier High School 1998 — 2002
Groupon August 2015 - Present
Groupon February 2015 - Present
Groupon October 2013 - Present
Groupon September 2010 - October 2013
Groupon October 2012 - January 2013
Morningstar September 2007 - March 2009
Gelber Group 2005 - 2006
Skills
Salesforce.com, Account Management, Cold Calling, Marketing, Social Media, Microsoft Excel, Online Advertising, Market Research, Microsoft Office, Financial Analysis, Investments, Sales, Lead Generation, Negotiation, Social Media Marketing, Advertising, Marketing Strategy, Social Networking
Education
Union College 2002 — 2006
Bachelor of Arts, Philosophy
New Trier High School 1998 — 2002
David McColl David McColl's Morningstar Experience February 2014 - October 2014
Job Assistant Vice President and Assistant Portfolio Manager at Fort Washington Investment Advisors, Inc.
Industry Oil & Energy
Experience
Fort Washington Investment Advisors, Inc. October 2014 - Present
Morningstar February 2014 - October 2014
Morningstar January 2012 - February 2014
Westgate Condominium Corporation October 2008 - September 2012
Bank of America Merrill Lynch August 2010 - December 2011
Canadian Energy Research Institute (CERI) April 2009 - July 2010
DCM Energy Associates Ltd. November 2005 - July 2010
Canadian Energy Research Institute (CERI) February 2008 - March 2009
Energy Alberta Corp. 2005 - 2008
Skills
Economics, Energy, Strategy, Analysis, Investments, Financial Modeling, Equities, Corporate Finance, Valuation, Equity Research, Petroleum, Natural Gas, Investor Relations, Business Planning, Project Management, Bloomberg, Financial Analysis, Finance, Portfolio Management, Morningstar Direct, Energy Industry, Forecasting, Pipelines, Capital Markets
Education
University of Alberta 2003 — 2004
Master of Arts, Economics
University of Waterloo 1999 — 2003
Arts, Honours, Economics
Fort Washington Investment Advisors, Inc. October 2014 - Present
Morningstar February 2014 - October 2014
Morningstar January 2012 - February 2014
Westgate Condominium Corporation October 2008 - September 2012
Bank of America Merrill Lynch August 2010 - December 2011
Canadian Energy Research Institute (CERI) April 2009 - July 2010
DCM Energy Associates Ltd. November 2005 - July 2010
Canadian Energy Research Institute (CERI) February 2008 - March 2009
Energy Alberta Corp. 2005 - 2008
Skills
Economics, Energy, Strategy, Analysis, Investments, Financial Modeling, Equities, Corporate Finance, Valuation, Equity Research, Petroleum, Natural Gas, Investor Relations, Business Planning, Project Management, Bloomberg, Financial Analysis, Finance, Portfolio Management, Morningstar Direct, Energy Industry, Forecasting, Pipelines, Capital Markets
Education
University of Alberta 2003 — 2004
Master of Arts, Economics
University of Waterloo 1999 — 2003
Arts, Honours, Economics
Jacob Ingalls's Morningstar Experience May 2015 - Present
Job Java Software Engineer Intern at Morningstar
Industry Computer Software
Experience
Thirdship October 2012 - Present
Morningstar May 2015 - Present
Morningstar May 2013 - May 2015
Austin's Park February 2012 - May 2013
Austin's Park December 2010 - February 2012
Skills
Web Development, HTML, CSS, Web Design, PHP, MySQL, JavaScript, Ubuntu, OpenStack, Server Administration, LAMP, Git, Front-end Design, Backend Development, Front-end, Linux, Java, Programming, Databases, Python, Unix, phpMyAdmin, Amazon Web Services..., MongoDB, Cassandra, RabbitMQ, Agile Methodologies, Computer Repair, Circuit Design, Microsoft Office
Education
The University of Texas at Austin 2013 — 2017
Bachelor's Degree, Computer Engineering
The University of Texas at San Antonio 2012 — 2013
Computer Engineering
Round Rock High School 2008 — 2012
High School, Engineering
Thirdship October 2012 - Present
Morningstar May 2015 - Present
Morningstar May 2013 - May 2015
Austin's Park February 2012 - May 2013
Austin's Park December 2010 - February 2012
Skills
Web Development, HTML, CSS, Web Design, PHP, MySQL, JavaScript, Ubuntu, OpenStack, Server Administration, LAMP, Git, Front-end Design, Backend Development, Front-end, Linux, Java, Programming, Databases, Python, Unix, phpMyAdmin, Amazon Web Services..., MongoDB, Cassandra, RabbitMQ, Agile Methodologies, Computer Repair, Circuit Design, Microsoft Office
Education
The University of Texas at Austin 2013 — 2017
Bachelor's Degree, Computer Engineering
The University of Texas at San Antonio 2012 — 2013
Computer Engineering
Round Rock High School 2008 — 2012
High School, Engineering
Darrin Thomas, Ph.D.'s Morningstar Experience February 2014 - Present
Job Senior Product Manager at Morningstar
Industry Financial Services
Experience
ChicagoNoiseComplaint.com January 2015 - Present
Morningstar February 2014 - Present
Morningstar April 2007 - February 2014
TheCognitiveReserve.com June 2010 - December 2013
Morningstar January 2011 - August 2013
Morningstar May 2010 - August 2013
Claretians 2005 - 2007
University of Illinois at Chicago 2001 - 2006
Loyola University Chicago 2000 - 2001
GCI Communication Corp. 1996 - 2000
Skills
Product Management, Project Management, Agile Methodologies, Kanban, SDLC, Product Marketing, Email Marketing, Social Media Marketing, Social Media, Database Marketing, Online Advertising, Google Adwords, E-commerce, P&L Accountability, Customer Retention, SEO, ASP, SQL, QuickBooks, Higher Education, Qualitative Research, Quantitative Research, SPSS, Web Video, Portfolio Management, Leadership, Mutual Funds, Analytics, Management, Marketing, Program Management, Databases
Education
University of Illinois at Chicago 2001 — 2006
Ph.D., Management Information Systems
University of Alaska Anchorage 1996 — 2000
BBA, Management Information Systems
ChicagoNoiseComplaint.com January 2015 - Present
Morningstar February 2014 - Present
Morningstar April 2007 - February 2014
TheCognitiveReserve.com June 2010 - December 2013
Morningstar January 2011 - August 2013
Morningstar May 2010 - August 2013
Claretians 2005 - 2007
University of Illinois at Chicago 2001 - 2006
Loyola University Chicago 2000 - 2001
GCI Communication Corp. 1996 - 2000
Skills
Product Management, Project Management, Agile Methodologies, Kanban, SDLC, Product Marketing, Email Marketing, Social Media Marketing, Social Media, Database Marketing, Online Advertising, Google Adwords, E-commerce, P&L Accountability, Customer Retention, SEO, ASP, SQL, QuickBooks, Higher Education, Qualitative Research, Quantitative Research, SPSS, Web Video, Portfolio Management, Leadership, Mutual Funds, Analytics, Management, Marketing, Program Management, Databases
Education
University of Illinois at Chicago 2001 — 2006
Ph.D., Management Information Systems
University of Alaska Anchorage 1996 — 2000
BBA, Management Information Systems
Nick Tan, CFA Nick Tan, CFA's Morningstar Experience November 2011 - March 2012
Job Senior Investment Analyst at Towers Watson
Industry Investment Management
Experience
Towers Watson October 2013 - Present
Towers Watson March 2012 - September 2013
Morningstar November 2011 - March 2012
Morningstar July 2010 - November 2011
SIFMA June 2009 - August 2009
International Institute of Finance May 2008 - July 2008
Skills
Investments, Economics, Portfolio Management, Retirement, Pensions, 401k, Morningstar, Hedge Funds, Due Diligence, Mutual Funds, Equities, Fixed Income, Investment Strategies
Education
University of Michigan 2006 — 2010
Bachelors, Business Administration
Tsinghua University 2009 — 2009
International Business
Towers Watson October 2013 - Present
Towers Watson March 2012 - September 2013
Morningstar November 2011 - March 2012
Morningstar July 2010 - November 2011
SIFMA June 2009 - August 2009
International Institute of Finance May 2008 - July 2008
Skills
Investments, Economics, Portfolio Management, Retirement, Pensions, 401k, Morningstar, Hedge Funds, Due Diligence, Mutual Funds, Equities, Fixed Income, Investment Strategies
Education
University of Michigan 2006 — 2010
Bachelors, Business Administration
Tsinghua University 2009 — 2009
International Business
Dean Ladin's Morningstar Experience April 2014 - Present
Job Index Analyst, Morningstar Investment Management at Morningstar
Industry Investment Management
Experience
Morningstar April 2014 - Present
Morningstar November 2012 - April 2014
Teach for America July 2010 - September 2012
Teach For America August 2009 - June 2010
Middlesex District Attorney’s Office October 2008 - June 2010
Northwestern Mutual Financial Network June 2009 - August 2009
Federal Signal Corporation, Environmental Solutions Group May 2008 - August 2008
Education
Tufts University 2006 — 2010
B.A.
Morningstar April 2014 - Present
Morningstar November 2012 - April 2014
Teach for America July 2010 - September 2012
Teach For America August 2009 - June 2010
Middlesex District Attorney’s Office October 2008 - June 2010
Northwestern Mutual Financial Network June 2009 - August 2009
Federal Signal Corporation, Environmental Solutions Group May 2008 - August 2008
Education
Tufts University 2006 — 2010
B.A.
Eric Miller, CIMA Eric Miller, CIMA's Morningstar Experience October 2001 - May 2003
Job Senior Business Development Officer at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
Christine Rice Christine Rice's Morningstar Experience October 2013 - Present
Job IT Manager at Morningstar
Industry Investment Management
Experience
Morningstar October 2013 - Present
Verizon Data Services October 1998 - September 2013
Barton Cotton July 1997 - October 1998
Advance Business Systems February 1996 - July 1997
Skills
Red Hat Linux, Unix, Solaris, HP-UX, Veritas Volume Manager, NetApp, AIX, Servers, Software Documentation, Virtualization, Cluster, Disaster Recovery, SAN, Veritas Cluster Server, Sun, Solaris Zones, Troubleshooting, Data Center, Cisco Technologies, TCP/IP, Architecture, Storage, Veritas Storage..., Integration, Security, ITIL, Hardware, Cloud Computing, Operating Systems, Storage Area Networks, Linux, VMware, ZFS, HP, RedHat, High Availability, NAS, IBM AIX
Education
The University of Texas at Arlington 1985 — 1989
Bachelor of Science, Architecture
Morningstar October 2013 - Present
Verizon Data Services October 1998 - September 2013
Barton Cotton July 1997 - October 1998
Advance Business Systems February 1996 - July 1997
Skills
Red Hat Linux, Unix, Solaris, HP-UX, Veritas Volume Manager, NetApp, AIX, Servers, Software Documentation, Virtualization, Cluster, Disaster Recovery, SAN, Veritas Cluster Server, Sun, Solaris Zones, Troubleshooting, Data Center, Cisco Technologies, TCP/IP, Architecture, Storage, Veritas Storage..., Integration, Security, ITIL, Hardware, Cloud Computing, Operating Systems, Storage Area Networks, Linux, VMware, ZFS, HP, RedHat, High Availability, NAS, IBM AIX
Education
The University of Texas at Arlington 1985 — 1989
Bachelor of Science, Architecture
Melissa Edmonds's Morningstar Experience September 2015 - Present
Job Client Solutions Consultant Morningstar
Industry Financial Services
Experience
Morningstar September 2015 - Present
Morningstar - Mobile Solutions September 2014 - Present
Morningstar - Mobile Solutions November 2012 - September 2014
Morningstar July 2011 - November 2012
Panhellenic Council, University of Illinois November 2009 - December 2010
Phi Mu Sorority - Delta Beta Chapter January 2009 - December 2009
Skills
Social Media, Product Management, Microsoft Excel, Microsoft Office, Agile Methodologies, Data Analysis, Management, Project Management, Mobile Devices, Social Media Marketing, Marketing, Advertising, PowerPoint, Business Analysis, Public Speaking
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Strategic Management; Managerial and Organizational Behavior
University of Illinois at Urbana-Champaign 2007 — 2011
B. S, Business Administration-Marketing / Management-International Business
Morningstar September 2015 - Present
Morningstar - Mobile Solutions September 2014 - Present
Morningstar - Mobile Solutions November 2012 - September 2014
Morningstar July 2011 - November 2012
Panhellenic Council, University of Illinois November 2009 - December 2010
Phi Mu Sorority - Delta Beta Chapter January 2009 - December 2009
Skills
Social Media, Product Management, Microsoft Excel, Microsoft Office, Agile Methodologies, Data Analysis, Management, Project Management, Mobile Devices, Social Media Marketing, Marketing, Advertising, PowerPoint, Business Analysis, Public Speaking
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Strategic Management; Managerial and Organizational Behavior
University of Illinois at Urbana-Champaign 2007 — 2011
B. S, Business Administration-Marketing / Management-International Business
Camille O'Connor's Morningstar Experience March 1999 - June 2013
Job Senior Sales Executive Government at Safari Books Online
Industry E-Learning
Experience
Safari Books Online June 2013 - Present
Morningstar March 1999 - June 2013
Skills
Sales, New Business Development, Customer Retention, Account Expansion, Key Account Management, Lead Generation, Cold Calling, Client Retention..., Marketing Strategy, Trade Shows, Salesforce.com, Sales Operations, Management, Strategic Planning, Customer Service, Morningstar Direct, Sales Management, Microsoft Excel, Financial Services, Social Media, Account Management, Library, Strategic Partnerships, Selling
Education
The University of Kansas
Safari Books Online June 2013 - Present
Morningstar March 1999 - June 2013
Skills
Sales, New Business Development, Customer Retention, Account Expansion, Key Account Management, Lead Generation, Cold Calling, Client Retention..., Marketing Strategy, Trade Shows, Salesforce.com, Sales Operations, Management, Strategic Planning, Customer Service, Morningstar Direct, Sales Management, Microsoft Excel, Financial Services, Social Media, Account Management, Library, Strategic Partnerships, Selling
Education
The University of Kansas
Lori Colston's Morningstar Experience May 2007 - August 2007
Job Product Marketing Manager at Vendini
Industry Information Technology and Services
Experience
Vendini October 2014 - Present
ServiceSource October 2013 - September 2014
ServiceSource April 2013 - September 2013
ServiceSource March 2012 - March 2013
ServiceSource October 2011 - February 2012
ServiceSource January 2010 - September 2011
imerica September 2008 - January 2010
Morningstar May 2007 - August 2007
Skills
Salesforce.com, Sales Management, Account Management, Cold Calling, New Business Development, B2B, Sales Operations, Project Management, Customer Satisfaction, Microsoft CRM, Management, Social Media Marketing, Sales Prospecting, Sales, Sales Support, Marketing, CRM, Time Management, Software Solution Sales, Contract Management, Customer Loyalty..., Contractual Agreements, Content Strategy, Web Content, Product Marketing, Marketing Strategy, Email Marketing, Go-to-market Strategy, Sales Enablement, Sales Enablement Tools
Education
The University of Kansas 2004 — 2008
BA, Marketing, International Business
CIMBA Undergraduate Program 2007 — 2007
Vendini October 2014 - Present
ServiceSource October 2013 - September 2014
ServiceSource April 2013 - September 2013
ServiceSource March 2012 - March 2013
ServiceSource October 2011 - February 2012
ServiceSource January 2010 - September 2011
imerica September 2008 - January 2010
Morningstar May 2007 - August 2007
Skills
Salesforce.com, Sales Management, Account Management, Cold Calling, New Business Development, B2B, Sales Operations, Project Management, Customer Satisfaction, Microsoft CRM, Management, Social Media Marketing, Sales Prospecting, Sales, Sales Support, Marketing, CRM, Time Management, Software Solution Sales, Contract Management, Customer Loyalty..., Contractual Agreements, Content Strategy, Web Content, Product Marketing, Marketing Strategy, Email Marketing, Go-to-market Strategy, Sales Enablement, Sales Enablement Tools
Education
The University of Kansas 2004 — 2008
BA, Marketing, International Business
CIMBA Undergraduate Program 2007 — 2007
Jordana Jantze Jordana Jantze's Morningstar Experience July 2012 - Present
Job Consultant at Morningstar
Industry Higher Education
Experience
Morningstar July 2012 - Present
Morningstar September 2011 - July 2012
Morningstar November 2009 - August 2011
Vassar College August 2006 - June 2010
Vassar College September 2008 - May 2010
Skills
Economics, Valuation, Data Analysis, Financial Modeling, Bloomberg, Morningstar Direct, Morningstar, Asset Allocation, Performance Reporting, Equities, Mutual Funds, Fixed Income, Investments
Education
Vassar College 2006 — 2010
BS, Economics
University College London, U. of London 2008 — 2009
Economics
Riverside Brookfield 2002 — 2006
Morningstar July 2012 - Present
Morningstar September 2011 - July 2012
Morningstar November 2009 - August 2011
Vassar College August 2006 - June 2010
Vassar College September 2008 - May 2010
Skills
Economics, Valuation, Data Analysis, Financial Modeling, Bloomberg, Morningstar Direct, Morningstar, Asset Allocation, Performance Reporting, Equities, Mutual Funds, Fixed Income, Investments
Education
Vassar College 2006 — 2010
BS, Economics
University College London, U. of London 2008 — 2009
Economics
Riverside Brookfield 2002 — 2006
Rick Frevert's Morningstar Experience January 2014 - June 2015
Job Business Development Channel Partnerships & Strategic Alliances
Industry Financial Services
Experience
Roubini Global Economics July 2015 - Present
Morningstar January 2014 - June 2015
Morningstar October 2011 - January 2014
Capital IQ - A Division of Standard & Poor's April 2007 - October 2011
Standard & Poor's February 1999 - April 2007
Skills
Securities, Relationship Management, Equities, Financial Modeling, Capital Markets, Capital IQ, Fixed Income, Portfolio Management, Asset Managment, Financial Services, Financial Markets, Competitive Analysis, Market Research, Business Planning, Investments, Online Marketing, Market Data, Marketing Strategy, Asset Management, Bloomberg, Morningstar Direct, Hedge Funds, Equity Research
Education
University of Arizona, Eller College of Management 1994 — 1998
BSBA, Finance
Mullen High School
Roubini Global Economics July 2015 - Present
Morningstar January 2014 - June 2015
Morningstar October 2011 - January 2014
Capital IQ - A Division of Standard & Poor's April 2007 - October 2011
Standard & Poor's February 1999 - April 2007
Skills
Securities, Relationship Management, Equities, Financial Modeling, Capital Markets, Capital IQ, Fixed Income, Portfolio Management, Asset Managment, Financial Services, Financial Markets, Competitive Analysis, Market Research, Business Planning, Investments, Online Marketing, Market Data, Marketing Strategy, Asset Management, Bloomberg, Morningstar Direct, Hedge Funds, Equity Research
Education
University of Arizona, Eller College of Management 1994 — 1998
BSBA, Finance
Mullen High School
Hilary (Fazzone) Hanley Hilary (Fazzone) Hanley's Morningstar Experience June 2009 - December 2009
Job Associate Marketing Manager at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company September 2014 - Present
General Mills June 2013 - August 2013
Prophet January 2010 - June 2012
Morningstar June 2009 - December 2009
Morningstar, Inc. 2007 - 2009
Skills
Brand Positioning..., Brand Portfolio Strategy, Marketing Strategy, Competitive Analysis, Customer Insight, Segmentation, Market Research, Business Strategy, Strategic Planning, Data Analysis, Analytics, Financial Analysis, Consumer, Consumer Behavior, Quantitative Research, Qualitative Research, Strategy, Brand Management, Marketing Research, Brand Architecture, Positioning, Direct Marketing
Education
UC Berkeley Haas School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management
Tufts University 2003 — 2007
BA, English, Media Studies, Entrepreneurial Leadership
Cheshire High School 1999 — 2003
The Clorox Company September 2014 - Present
General Mills June 2013 - August 2013
Prophet January 2010 - June 2012
Morningstar June 2009 - December 2009
Morningstar, Inc. 2007 - 2009
Skills
Brand Positioning..., Brand Portfolio Strategy, Marketing Strategy, Competitive Analysis, Customer Insight, Segmentation, Market Research, Business Strategy, Strategic Planning, Data Analysis, Analytics, Financial Analysis, Consumer, Consumer Behavior, Quantitative Research, Qualitative Research, Strategy, Brand Management, Marketing Research, Brand Architecture, Positioning, Direct Marketing
Education
UC Berkeley Haas School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management
Tufts University 2003 — 2007
BA, English, Media Studies, Entrepreneurial Leadership
Cheshire High School 1999 — 2003
Shamus Hines, CFA's Morningstar Experience July 2013 - Present
Job Managing Partner at Silver Field Capital, LLC
Industry Financial Services
Experience
Silver Field Capital, LLC July 2015 - Present
Morningstar July 2013 - Present
Morningstar April 2013 - June 2013
Morningstar April 2012 - March 2013
Morningstar January 2011 - May 2012
Morningstar January 2009 - December 2010
Morningstar January 2008 - December 2008
UBS Wealth Management February 2006 - January 2008
Skills
Investments, Mutual Funds, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Strategic Financial..., Due Diligence, Equities, Business Development, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Series 7, Financial Services, Securities, Bloomberg, Strategy, Series 63, Investment Advisory, Equity Research, Financial Markets, Capital Markets, Valuation, ETFs, Financial Advisory, Relationship Management, Bonds, Morningstar, Morningstar Direct, Financial Planning
Education
The University of Chicago - Booth School of Business 2011 — 2015
MBA, Accounting, Entrepreneurship, Finance, Strategy with Honors.
University of Michigan 2002 — 2005
BA, Economics
Universidad de Salamanca 2004 — 2004
Silver Field Capital, LLC July 2015 - Present
Morningstar July 2013 - Present
Morningstar April 2013 - June 2013
Morningstar April 2012 - March 2013
Morningstar January 2011 - May 2012
Morningstar January 2009 - December 2010
Morningstar January 2008 - December 2008
UBS Wealth Management February 2006 - January 2008
Skills
Investments, Mutual Funds, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Strategic Financial..., Due Diligence, Equities, Business Development, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Series 7, Financial Services, Securities, Bloomberg, Strategy, Series 63, Investment Advisory, Equity Research, Financial Markets, Capital Markets, Valuation, ETFs, Financial Advisory, Relationship Management, Bonds, Morningstar, Morningstar Direct, Financial Planning
Education
The University of Chicago - Booth School of Business 2011 — 2015
MBA, Accounting, Entrepreneurship, Finance, Strategy with Honors.
University of Michigan 2002 — 2005
BA, Economics
Universidad de Salamanca 2004 — 2004
Will Frazier Will Frazier's Morningstar Experience May 2008 - May 2009
Job Investment Research at Memphis Research Group
Industry Investment Management
Experience
Memphis Research Group September 2011 - Present
Wellspring Management, LLC May 2009 - September 2011
Morningstar May 2008 - May 2009
Chicago Golf Club April 2006 - May 2008
Memphis Frisbee Association August 2003 - June 2004
W &W Enterprises May 2001 - April 2004
Skills
Sales, Account Management, Customer Service, Microsoft Office, Cold Calling, Financial Analysis, Competitive Analysis, Business Development, Negotiation, Team Leadership, New Business Development, Marketing Strategy, Strategic Planning, Sales Management, Country Clubs, Time Management, Leadership, Public Speaking, Management, Social Media, Event Planning, Team Building
Education
Wheaton College 2006 — 2008
B.A, Philosophy, English
The University of Memphis 2005 — 2005
N/A, Business
University of Mississippi 2004 — 2005
N/A, International Studies, Economics
Westminster Academy 2000 — 2004
Diploma
Memphis Research Group September 2011 - Present
Wellspring Management, LLC May 2009 - September 2011
Morningstar May 2008 - May 2009
Chicago Golf Club April 2006 - May 2008
Memphis Frisbee Association August 2003 - June 2004
W &W Enterprises May 2001 - April 2004
Skills
Sales, Account Management, Customer Service, Microsoft Office, Cold Calling, Financial Analysis, Competitive Analysis, Business Development, Negotiation, Team Leadership, New Business Development, Marketing Strategy, Strategic Planning, Sales Management, Country Clubs, Time Management, Leadership, Public Speaking, Management, Social Media, Event Planning, Team Building
Education
Wheaton College 2006 — 2008
B.A, Philosophy, English
The University of Memphis 2005 — 2005
N/A, Business
University of Mississippi 2004 — 2005
N/A, International Studies, Economics
Westminster Academy 2000 — 2004
Diploma
Rob Green Rob Green's Morningstar Experience May 2007 - August 2007
Job VP, Marketing & Analytics at Appcast
Industry Computer Software
Experience
Appcast, Inc. December 2014 - Present
Appcast, Inc. October 2014 - December 2014
Appcast, Inc. August 2014 - October 2014
Baird Capital June 2012 - July 2014
BlackRock Private Equity Partners July 2009 - June 2012
Global Platinum Securities June 2009 - May 2012
BlackRock Private Equity Partners May 2008 - August 2008
Morningstar May 2007 - August 2007
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Private Equity, LBO, Equities, Due Diligence, Mutual Funds, Venture Capital, Management, Analytics, Mergers & Acquisitions, Finance
Education
University of Dayton 2005 — 2009
Bachelor of Science (B.S.), Finance, Entrepreneurship
Appcast, Inc. December 2014 - Present
Appcast, Inc. October 2014 - December 2014
Appcast, Inc. August 2014 - October 2014
Baird Capital June 2012 - July 2014
BlackRock Private Equity Partners July 2009 - June 2012
Global Platinum Securities June 2009 - May 2012
BlackRock Private Equity Partners May 2008 - August 2008
Morningstar May 2007 - August 2007
Skills
Financial Modeling, Investments, Financial Analysis, Valuation, Private Equity, LBO, Equities, Due Diligence, Mutual Funds, Venture Capital, Management, Analytics, Mergers & Acquisitions, Finance
Education
University of Dayton 2005 — 2009
Bachelor of Science (B.S.), Finance, Entrepreneurship
Jeyasathya Jegadeesan Jeyasathya Jegadeesan's Morningstar Experience August 2015 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morningstar August 2015 - Present
The Nielsen Company October 2013 - July 2015
PamTen Inc October 2013 - July 2015
The Nielsen Company June 2010 - September 2012
The Nielsen company October 2009 - May 2010
The Nielsen Company August 2008 - September 2009
AXA Insurance July 2007 - July 2008
British Telecom June 2006 - April 2007
Skills
Netezza, Unix Shell scripting, PL/SQL, DataStage, Data Warehousing, Requirements Analysis, Software Project..., SQL, Oracle, HP Quality Center, TIBCO, Toad, Tortoise SVN, Autosys, SDLC, Business Intelligence, Data Modeling, Shell Scripting, ETL, Unix
Education
Thiagarajar College of Engineering 2002 — 2006
Bachelor's Degree, Civil Engineering
Morningstar August 2015 - Present
The Nielsen Company October 2013 - July 2015
PamTen Inc October 2013 - July 2015
The Nielsen Company June 2010 - September 2012
The Nielsen company October 2009 - May 2010
The Nielsen Company August 2008 - September 2009
AXA Insurance July 2007 - July 2008
British Telecom June 2006 - April 2007
Skills
Netezza, Unix Shell scripting, PL/SQL, DataStage, Data Warehousing, Requirements Analysis, Software Project..., SQL, Oracle, HP Quality Center, TIBCO, Toad, Tortoise SVN, Autosys, SDLC, Business Intelligence, Data Modeling, Shell Scripting, ETL, Unix
Education
Thiagarajar College of Engineering 2002 — 2006
Bachelor's Degree, Civil Engineering
Elisabeth Lesser Elisabeth Lesser's Morningstar Experience January 2013 - August 2014
Job Account Manager at Amazon
Industry Marketing and Advertising
Experience
Amazon August 2014 - Present
Morningstar January 2013 - August 2014
HelloWallet November 2011 - December 2012
Center for Community Change June 2010 - July 2010
Ruder Finn June 2009 - July 2009
Education
Tufts University 2007 — 2011
Bachelor of Arts (BA)
Universitat Pompeu Fabra 2010 — 2010
Northfield Mount Hermon 2003 — 2007
High School
Amazon August 2014 - Present
Morningstar January 2013 - August 2014
HelloWallet November 2011 - December 2012
Center for Community Change June 2010 - July 2010
Ruder Finn June 2009 - July 2009
Education
Tufts University 2007 — 2011
Bachelor of Arts (BA)
Universitat Pompeu Fabra 2010 — 2010
Northfield Mount Hermon 2003 — 2007
High School
Katie Poon's Morningstar Experience February 2014 - Present
Job Database Leader at Morningstar
Industry Financial Services
Experience
Morningstar February 2014 - Present
Morningstar July 2012 - February 2014
Morningstar July 2010 - July 2012
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Wellesley College 2006 — 2010
Bachelor of Arts (BA), Mathematics
Morningstar February 2014 - Present
Morningstar July 2012 - February 2014
Morningstar July 2010 - July 2012
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Wellesley College 2006 — 2010
Bachelor of Arts (BA), Mathematics
Jackson Berry Jackson Berry's Morningstar Experience April 2013 - December 2013
Job Business Consultant at Tableau Software
Industry Information Services
Experience
Tableau Software December 2013 - Present
Morningstar April 2013 - December 2013
Morningstar April 2011 - April 2013
Risinger Homes 2009 - 2010
Skills
Business Intelligence, Tableau, Data Visualization, Data Analysis, SQL, Python, Databases, Data Warehousing, R, Analytics, Statistics, Data Mining, Data Operations, Morningstar, Data Quality, Enterprise Software, Analysis, CRM
Education
The University of Texas at Austin 2009 — 2013
BBA, Management Information Systems, Spanish
IFSA-Butler, Buenos Aires, Argentina 2012 — 2012
Completed Spanish Minor, Contemporary Argentine History & Advanced Spanish and Argentine Culture
Tableau Software December 2013 - Present
Morningstar April 2013 - December 2013
Morningstar April 2011 - April 2013
Risinger Homes 2009 - 2010
Skills
Business Intelligence, Tableau, Data Visualization, Data Analysis, SQL, Python, Databases, Data Warehousing, R, Analytics, Statistics, Data Mining, Data Operations, Morningstar, Data Quality, Enterprise Software, Analysis, CRM
Education
The University of Texas at Austin 2009 — 2013
BBA, Management Information Systems, Spanish
IFSA-Butler, Buenos Aires, Argentina 2012 — 2012
Completed Spanish Minor, Contemporary Argentine History & Advanced Spanish and Argentine Culture
Brendon Vickery Brendon Vickery's Morningstar Experience June 2014 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
Morningstar April 2013 - June 2014
UT Austin Book Exchange July 2012 - May 2014
UT Austin Goods Exchange July 2012 - May 2014
Phi Kappa Tau August 2011 - May 2014
BuildASign.com August 2012 - December 2012
Greystar (Villas on Guadalupe - Austin, TX) January 2012 - August 2012
WhoNeedsInsurance.com June 2011 - January 2012
Netsurance.com June 2011 - August 2011
College Works Painting December 2010 - May 2011
Skills
Entrepreneurship, SEO, Marketing, Leadership, Public Speaking, Social Media Marketing, Sales, Marketing Strategy, Analytics, Product Management, Intrapreneurship, Social Networking, Lead Generation, Advertising, Business Development, Online Marketing, Online Advertising, Market Research, Event Planning, Direct Marketing, Stata, Strategy, Omniture, Time Management, WordPress, Salesforce.com, Organizational..., Project Management, SEOmoz, Google Adwords, SEM, Social Media, Innovation
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics, Business Foundations
Morningstar June 2014 - Present
Morningstar April 2013 - June 2014
UT Austin Book Exchange July 2012 - May 2014
UT Austin Goods Exchange July 2012 - May 2014
Phi Kappa Tau August 2011 - May 2014
BuildASign.com August 2012 - December 2012
Greystar (Villas on Guadalupe - Austin, TX) January 2012 - August 2012
WhoNeedsInsurance.com June 2011 - January 2012
Netsurance.com June 2011 - August 2011
College Works Painting December 2010 - May 2011
Skills
Entrepreneurship, SEO, Marketing, Leadership, Public Speaking, Social Media Marketing, Sales, Marketing Strategy, Analytics, Product Management, Intrapreneurship, Social Networking, Lead Generation, Advertising, Business Development, Online Marketing, Online Advertising, Market Research, Event Planning, Direct Marketing, Stata, Strategy, Omniture, Time Management, WordPress, Salesforce.com, Organizational..., Project Management, SEOmoz, Google Adwords, SEM, Social Media, Innovation
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Economics, Business Foundations
Anthony J. D'Asaro Anthony J. D'Asaro's Morningstar Experience 2013 - August 2015
Job Founding Member at Brunch App
Industry Investment Management
Experience
Jackson August 2015 - Present
Brunch App August 2015 - Present
Morningstar 2013 - August 2015
Parallel Advisors May 2012 - March 2013
The Berkeley Investment Group September 2009 - March 2013
Pinnacle Petroleum, Inc. May 2010 - September 2010
EPIC January 2010 - May 2010
Skills
Investments, Equities, Financial Analysis, Wealth Management, Financial Modeling, Bloomberg, Hedge Funds, Equity Research, Mutual Funds, Strategy, Valuation, Data Analysis, Investment Strategies, Economics, Investment Management, Industry Research, Portfolio Management, Alternative Investments, Finance, Private Equity, Asset Managment, Risk Management, Cat Herding
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
University of California, Berkeley 2009 — 2013
BA, Economics
Jackson August 2015 - Present
Brunch App August 2015 - Present
Morningstar 2013 - August 2015
Parallel Advisors May 2012 - March 2013
The Berkeley Investment Group September 2009 - March 2013
Pinnacle Petroleum, Inc. May 2010 - September 2010
EPIC January 2010 - May 2010
Skills
Investments, Equities, Financial Analysis, Wealth Management, Financial Modeling, Bloomberg, Hedge Funds, Equity Research, Mutual Funds, Strategy, Valuation, Data Analysis, Investment Strategies, Economics, Investment Management, Industry Research, Portfolio Management, Alternative Investments, Finance, Private Equity, Asset Managment, Risk Management, Cat Herding
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
University of California, Berkeley 2009 — 2013
BA, Economics
Lauren LaVan's Morningstar Experience April 2014 - Present
Job Portfolio Acquistion and Analytics Data Analyst
Industry Financial Services
Experience
Morningstar April 2014 - Present
Target July 2013 - October 2013
Mercantile Capital Corporation January 2012 - June 2012
Insurance Agents Co-op June 2006 - August 2010
Skills
Financial Analysis, Organization, Collaborative Problem..., Financial Modeling, Problem Solving, Accounting, Credit, Microsoft Excel, Outlook, Management, Microsoft Word, Leadership, PowerPoint, Marketing, Customer Service, Time Management, Microsoft Office, Sales, Teamwork, Forecasting, Market Research
Education
University of Central Florida 2008 — 2013
Bachelor of Science, Business Administration/ Finance Track
Institut Quimica Sarria 2011 — 2011
Business Administration
Morningstar April 2014 - Present
Target July 2013 - October 2013
Mercantile Capital Corporation January 2012 - June 2012
Insurance Agents Co-op June 2006 - August 2010
Skills
Financial Analysis, Organization, Collaborative Problem..., Financial Modeling, Problem Solving, Accounting, Credit, Microsoft Excel, Outlook, Management, Microsoft Word, Leadership, PowerPoint, Marketing, Customer Service, Time Management, Microsoft Office, Sales, Teamwork, Forecasting, Market Research
Education
University of Central Florida 2008 — 2013
Bachelor of Science, Business Administration/ Finance Track
Institut Quimica Sarria 2011 — 2011
Business Administration
Amanda Chisholm, AICP Amanda Chisholm, AICP's Morningstar Experience August 2008 - July 2009
Job Regional Planner at Metropolitan Area Planning Council
Industry Architecture & Planning
Experience
Metropolitan Area Planning Council December 2012 - Present
Metropolitan Area Planning Council October 2010 - November 2012
Metropolitan Area Planning Council May 2010 - October 2010
Morningstar August 2008 - July 2009
Morningstar July 2007 - August 2008
Skills
Sustainability, Research, Microsoft Office, Social Media, Project Management, Microsoft Excel, Event Planning, Community Outreach, Public Speaking, PowerPoint, Non-profits, Strategic Planning, Policy, Economic Development, Public Policy, Nonprofits, Urban Planning, Policy Analysis, Community Development, Project Planning
Education
Tufts University 2009 — 2011
Master of Arts, Urban and Environmental Policy & Planning
University of Notre Dame 2003 — 2007
Bachelor of Arts, English/ American Studies
Metropolitan Area Planning Council December 2012 - Present
Metropolitan Area Planning Council October 2010 - November 2012
Metropolitan Area Planning Council May 2010 - October 2010
Morningstar August 2008 - July 2009
Morningstar July 2007 - August 2008
Skills
Sustainability, Research, Microsoft Office, Social Media, Project Management, Microsoft Excel, Event Planning, Community Outreach, Public Speaking, PowerPoint, Non-profits, Strategic Planning, Policy, Economic Development, Public Policy, Nonprofits, Urban Planning, Policy Analysis, Community Development, Project Planning
Education
Tufts University 2009 — 2011
Master of Arts, Urban and Environmental Policy & Planning
University of Notre Dame 2003 — 2007
Bachelor of Arts, English/ American Studies
Allen He Allen He's Morningstar Experience February 2012 - August 2015
Job Product Development manager at Morningstar
Industry Financial Services
Experience
Advyzon yHLsoft, Inc. June 2015 - Present
Morningstar February 2012 - August 2015
Morningstar July 2009 - May 2012
Morningstar February 2007 - July 2009
Morningstar Canada February 2004 - November 2006
Skills
Software Project..., Product Development, Financial Reporting, Performance Measurement, Six Sigma, Problem Solving, Quality Assurance, Project Management, Product Management, Agile Methodologies, Testing, Investments, Data Analysis, Software Development, Microsoft SQL Server, Morningstar Direct, Asset Allocation, Requirements Analysis, SDLC, Agile Project Management, Leadership, Business Intelligence, Financial Services, Business Analysis, Account Portfolio...
Education
Tsinghua University 1983 — 1988
Bachlor
Advyzon yHLsoft, Inc. June 2015 - Present
Morningstar February 2012 - August 2015
Morningstar July 2009 - May 2012
Morningstar February 2007 - July 2009
Morningstar Canada February 2004 - November 2006
Skills
Software Project..., Product Development, Financial Reporting, Performance Measurement, Six Sigma, Problem Solving, Quality Assurance, Project Management, Product Management, Agile Methodologies, Testing, Investments, Data Analysis, Software Development, Microsoft SQL Server, Morningstar Direct, Asset Allocation, Requirements Analysis, SDLC, Agile Project Management, Leadership, Business Intelligence, Financial Services, Business Analysis, Account Portfolio...
Education
Tsinghua University 1983 — 1988
Bachlor
Molly Costich Molly Costich's Morningstar Experience July 2010 - July 2015
Job Associate
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Morningstar July 2010 - July 2015
Skills
Equity Research, Equities
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Chicago 2006 — 2010
BA, Public Policy, Honors
J.P. Morgan July 2015 - Present
Morningstar July 2010 - July 2015
Skills
Equity Research, Equities
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Chicago 2006 — 2010
BA, Public Policy, Honors
Brendan Corboy, CPA's Morningstar Experience June 2008 - August 2008
Job Financial Analyst Enterprise Valuation at Hilco Valuation Services, LLC
Industry Financial Services
Experience
Hilco Valuation Services, LLC December 2013 - Present
Hilco Valuation Services, LLC November 2010 - December 2013
RR Donnelley June 2009 - August 2009
Morningstar June 2008 - August 2008
Skills
Excel, Accounting, Finance, Valuation, Analysis, Credit, Credit Risk, Financial Risk, Financial Analysis, Market Research, Financial Reporting, Financial Modeling, Mutual Funds, Corporate Finance
Education
University of Dayton 2009 — 2010
MBA, Accounting, Finance
University of Dayton 2005 — 2010
B.S. Accounting, B.S. Economics
Hilco Valuation Services, LLC December 2013 - Present
Hilco Valuation Services, LLC November 2010 - December 2013
RR Donnelley June 2009 - August 2009
Morningstar June 2008 - August 2008
Skills
Excel, Accounting, Finance, Valuation, Analysis, Credit, Credit Risk, Financial Risk, Financial Analysis, Market Research, Financial Reporting, Financial Modeling, Mutual Funds, Corporate Finance
Education
University of Dayton 2009 — 2010
MBA, Accounting, Finance
University of Dayton 2005 — 2010
B.S. Accounting, B.S. Economics
Benoit Martineau Benoit Martineau's Morningstar Experience January 2013 - July 2013
Job Webmaster at Toronto Japanese Language School (parttime)
Industry Banking
Experience
B2B Bank December 2014 - May 2015
CNW Group September 2014 - December 2014
Morningstar January 2013 - July 2013
TD 2009 - 2011
CIBC 2007 - 2008
Filogix 2003 - 2006
Skills
System Integration..., SDLC, User Acceptance Testing, Testing, Quality Assurance, Business Requirements, Quality Center, Requirements Analysis, Agile Methodologies, Business Analysis, Test Planning, Nonprofits, Software Quality..., Requirements Gathering, Visio, Automated Software..., SIT, HP Quality Center
Education
Toronto College of Technology
Software Testing with HP Quick Test Pro (HP QTP) - Automated testing using Visual Basic script (VBSc
University of Waterloo
Bachelor’s Degree, Mechanical Engineering
Université de Montréal
Minor in East-Asian Studies focused on the Japanese language
B2B Bank December 2014 - May 2015
CNW Group September 2014 - December 2014
Morningstar January 2013 - July 2013
TD 2009 - 2011
CIBC 2007 - 2008
Filogix 2003 - 2006
Skills
System Integration..., SDLC, User Acceptance Testing, Testing, Quality Assurance, Business Requirements, Quality Center, Requirements Analysis, Agile Methodologies, Business Analysis, Test Planning, Nonprofits, Software Quality..., Requirements Gathering, Visio, Automated Software..., SIT, HP Quality Center
Education
Toronto College of Technology
Software Testing with HP Quick Test Pro (HP QTP) - Automated testing using Visual Basic script (VBSc
University of Waterloo
Bachelor’s Degree, Mechanical Engineering
Université de Montréal
Minor in East-Asian Studies focused on the Japanese language
Phil Nagel's Morningstar Experience January 2014 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Peloton April 2013 - December 2013
Peloton June 2011 - April 2013
Central Blacktop Co., Inc May 2010 - August 2010
Chicago Cubs May 2010 - August 2010
Skills
Business Intelligence, EPM, Business Analysis, Analytics, Business Analytics, Business Ethics, Data Warehousing, Project Planning, Essbase, Hyperion Planning, OBIEE
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelors, Finance
Universitat Autònoma de Barcelona 2009 — 2009
International Business
Morningstar January 2014 - Present
Peloton April 2013 - December 2013
Peloton June 2011 - April 2013
Central Blacktop Co., Inc May 2010 - August 2010
Chicago Cubs May 2010 - August 2010
Skills
Business Intelligence, EPM, Business Analysis, Analytics, Business Analytics, Business Ethics, Data Warehousing, Project Planning, Essbase, Hyperion Planning, OBIEE
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelors, Finance
Universitat Autònoma de Barcelona 2009 — 2009
International Business
Christopher M. Noga's Morningstar Experience October 2006 - March 2010
Job Experienced Complex Solutions Sales Evangelist, armed with the Challenger selling model.
Industry Computer Software
Experience
Apttus June 2015 - Present
Infogix, Inc. February 2014 - May 2015
salesforce.com December 2012 - December 2013
MSCI Inc. April 2010 - November 2012
Morningstar October 2006 - March 2010
Logical Information Machines April 2004 - September 2006
Morgan Stanley 1997 - 1998
Skills
Enterprise Management..., Consultative Approach, Complex Sales, Energy, Commodity Markets, Salesforce.com, Market Data, National Accounts, Fact-based Selling, Business Intelligence, Data Warehouse..., Business Intelligence..., Business Intelligence..., Analysis Services, Analysis, Enterprise Software, Direct Sales, Management, Sales Operations, Account Management, Selling, CRM, Training, Solution Selling, Sales Process, Access, Sales, Cloud Computing, Strategic Partnerships, Data Warehousing
Education
University of Arizona 1992 — 1996
Bachelor of Arts, Sociology
St. Rita 1986 — 1990
Apttus June 2015 - Present
Infogix, Inc. February 2014 - May 2015
salesforce.com December 2012 - December 2013
MSCI Inc. April 2010 - November 2012
Morningstar October 2006 - March 2010
Logical Information Machines April 2004 - September 2006
Morgan Stanley 1997 - 1998
Skills
Enterprise Management..., Consultative Approach, Complex Sales, Energy, Commodity Markets, Salesforce.com, Market Data, National Accounts, Fact-based Selling, Business Intelligence, Data Warehouse..., Business Intelligence..., Business Intelligence..., Analysis Services, Analysis, Enterprise Software, Direct Sales, Management, Sales Operations, Account Management, Selling, CRM, Training, Solution Selling, Sales Process, Access, Sales, Cloud Computing, Strategic Partnerships, Data Warehousing
Education
University of Arizona 1992 — 1996
Bachelor of Arts, Sociology
St. Rita 1986 — 1990
Kelli Peterman's Morningstar Experience August 2010 - February 2011
Job
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Charles Schwab March 2011 - December 2012
Morningstar August 2010 - February 2011
Morningstar January 2009 - July 2010
Morningstar September 2004 - January 2009
Charles Schwab February 1995 - August 2004
California Federal Bank June 1993 - January 1995
Skills
Customer Relations, Client Service, Product Management, Customer Service, Program Management, Financial Services, Alternative Investments, Marketing, CRM, Management, Strategy
Education
University of California, Berkeley 1989 — 1992
BA
Charles Schwab January 2012 - Present
Charles Schwab March 2011 - December 2012
Morningstar August 2010 - February 2011
Morningstar January 2009 - July 2010
Morningstar September 2004 - January 2009
Charles Schwab February 1995 - August 2004
California Federal Bank June 1993 - January 1995
Skills
Customer Relations, Client Service, Product Management, Customer Service, Program Management, Financial Services, Alternative Investments, Marketing, CRM, Management, Strategy
Education
University of California, Berkeley 1989 — 1992
BA
Subash Ramnani's Morningstar Experience June 2012 - Present
Job Sr. Product Manager Mobile Solutions at Morningstar
Industry Financial Services
Experience
Morningstar June 2012 - Present
Morningstar January 2010 - August 2012
Morningstar December 2008 - March 2010
Morningstar, Inc. April 2007 - December 2008
Strategic Staffing Solutions August 2006 - April 2007
Citrix Systems, Inc. February 2006 - August 2006
Citrix Systems, Inc. February 2001 - February 2006
Skills
Agile Methodologies, Product Management, Software Development, Cloud Computing, Software Project..., XML, Enterprise Software, Scrum, C++, Microsoft SQL Server, Software Development..., Software Lifecycle, Software Lifecycle..., Full Software Lifecycle, Mobile Applications, Distributed Systems, Software Design, Software Quality..., Citrix, Software Engineering, SaaS, Enterprise Architecture, Agile Project Management, SDLC
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Strategic Management, Finance
University of Michigan 1996 — 2000
BS, Computer Science
Morningstar June 2012 - Present
Morningstar January 2010 - August 2012
Morningstar December 2008 - March 2010
Morningstar, Inc. April 2007 - December 2008
Strategic Staffing Solutions August 2006 - April 2007
Citrix Systems, Inc. February 2006 - August 2006
Citrix Systems, Inc. February 2001 - February 2006
Skills
Agile Methodologies, Product Management, Software Development, Cloud Computing, Software Project..., XML, Enterprise Software, Scrum, C++, Microsoft SQL Server, Software Development..., Software Lifecycle, Software Lifecycle..., Full Software Lifecycle, Mobile Applications, Distributed Systems, Software Design, Software Quality..., Citrix, Software Engineering, SaaS, Enterprise Architecture, Agile Project Management, SDLC
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Strategic Management, Finance
University of Michigan 1996 — 2000
BS, Computer Science
Rajesh Nerlikar's Morningstar Experience June 2015 - Present
Job Director of Workplace Products at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
HelloWallet April 2013 - May 2015
Opower November 2011 - April 2013
TerraPerks October 2009 - November 2011
Hitchsters.com September 2008 - October 2009
General Mills June 2009 - August 2009
Peek India March 2009 - April 2009
Accenture August 2003 - September 2008
Procter & Gamble May 2002 - August 2002
ExxonMobil May 2001 - August 2001
Skills
Product Management, Energy Efficiency, Agile Methodologies, Go-to-market Strategy, Product Development, SaaS, Enterprise Software, Start-ups, Strategy, Cross-functional Team..., Leadership, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Entrepreneurship / Marketing
The University of Texas at Austin 1999 — 2003
Bachelor of Science, Electrical Engineering
Morningstar June 2015 - Present
HelloWallet April 2013 - May 2015
Opower November 2011 - April 2013
TerraPerks October 2009 - November 2011
Hitchsters.com September 2008 - October 2009
General Mills June 2009 - August 2009
Peek India March 2009 - April 2009
Accenture August 2003 - September 2008
Procter & Gamble May 2002 - August 2002
ExxonMobil May 2001 - August 2001
Skills
Product Management, Energy Efficiency, Agile Methodologies, Go-to-market Strategy, Product Development, SaaS, Enterprise Software, Start-ups, Strategy, Cross-functional Team..., Leadership, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Entrepreneurship / Marketing
The University of Texas at Austin 1999 — 2003
Bachelor of Science, Electrical Engineering
Robert Wamsley's Morningstar Experience 1997 - 1999
Job Owner at See Vita
Industry Information Services
Experience
See Vita January 2014 - Present
HID Global January 2013 - December 2013
Golden Tiger LLC May 2003 - December 2012
PredictWallStreet December 2008 - March 2011
HID Global February 2005 - December 2008
Wall Street On Demand 2002 - 2003
Portfolio Management Consultants 2000 - 2001
Morningstar 1997 - 1999
Cooperative Institute for Research in Environmental Sciences 1993 - 1996
Skills
Finance, Portfolio Management, Securities, Management, Mutual Funds, Financial Modeling, Equities, Trading, Business Strategy, Risk Management, Analysis, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 1997 — 1999
MBA, Finance
University of Wisconsin-Madison 1987 — 1993
Ph.D., Physics
University of Northern Colorado 1982 — 1986
BA, Physics
See Vita January 2014 - Present
HID Global January 2013 - December 2013
Golden Tiger LLC May 2003 - December 2012
PredictWallStreet December 2008 - March 2011
HID Global February 2005 - December 2008
Wall Street On Demand 2002 - 2003
Portfolio Management Consultants 2000 - 2001
Morningstar 1997 - 1999
Cooperative Institute for Research in Environmental Sciences 1993 - 1996
Skills
Finance, Portfolio Management, Securities, Management, Mutual Funds, Financial Modeling, Equities, Trading, Business Strategy, Risk Management, Analysis, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 1997 — 1999
MBA, Finance
University of Wisconsin-Madison 1987 — 1993
Ph.D., Physics
University of Northern Colorado 1982 — 1986
BA, Physics
Colin Ingarfield's Morningstar Experience November 2010 - Present
Job Senior Software Developer at Morningstar
Industry Computer Software
Experience
Morningstar November 2010 - Present
LIM June 2007 - July 2012
Logical Information Machines 2007 - 2008
eLoyalty April 2004 - July 2007
Skills
SQL, Java, Software Development, Bash, Morningstar Direct, Unix, Morningstar, Oracle, Agile Methodologies, Databases, Enterprise Architecture, XML, Linux, Web Services, Eclipse, Shell Scripting, SDLC
Education
The University of Texas at Austin 1991 — 1997
BS, Computer Science
Morningstar November 2010 - Present
LIM June 2007 - July 2012
Logical Information Machines 2007 - 2008
eLoyalty April 2004 - July 2007
Skills
SQL, Java, Software Development, Bash, Morningstar Direct, Unix, Morningstar, Oracle, Agile Methodologies, Databases, Enterprise Architecture, XML, Linux, Web Services, Eclipse, Shell Scripting, SDLC
Education
The University of Texas at Austin 1991 — 1997
BS, Computer Science
Tory Knappenberger's Morningstar Experience August 2007 - April 2013
Job Graphic Designer
Industry Design
Experience
Diamond Merckens Hogan May 2013 - Present
Morningstar August 2007 - April 2013
Costello Communications September 2006 - August 2007
Liska + Associates April 2004 - August 2006
Skills
Typography, Art Direction, Logo Design, Visual Communication, Adobe Creative Suite, InDesign, Graphic Design, Layout, Branding & Identity, Illustrator, Brochures, Creative Direction, Web Design, Corporate Branding, Corporate Identity, Brand Development, Photoshop, Interaction Design, Information Design, Posters
Education
The University of Kansas 1999 — 2003
BFA, Graphic Design
Diamond Merckens Hogan May 2013 - Present
Morningstar August 2007 - April 2013
Costello Communications September 2006 - August 2007
Liska + Associates April 2004 - August 2006
Skills
Typography, Art Direction, Logo Design, Visual Communication, Adobe Creative Suite, InDesign, Graphic Design, Layout, Branding & Identity, Illustrator, Brochures, Creative Direction, Web Design, Corporate Branding, Corporate Identity, Brand Development, Photoshop, Interaction Design, Information Design, Posters
Education
The University of Kansas 1999 — 2003
BFA, Graphic Design
Juli Iacuaniello's Morningstar Experience 2001 - 2002
Job Manager Strategic Marketing at SKF
Industry Market Research
Experience
SKF Reliability Systems 2002 - Present
Morningstar 2001 - 2002
Skills
Strategy, Market Research, Product Management, Marketing, Marketing Strategy, Strategic Planning, Market Analysis, Training, Competitive Analysis, New Business Development, Management, Product Development, Business Strategy, Product Marketing, Press Releases, Sales, Six Sigma, Key Account Management, Financial Analysis, Marketing Communications, Cross-functional Team..., Project Management
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA, Business
Università Commerciale 'Luigi Bocconi' 2001 — 2001
Marketing and Business
University of California, San Diego 1996 — 2001
Bachelor's degree, Economics
SKF Reliability Systems 2002 - Present
Morningstar 2001 - 2002
Skills
Strategy, Market Research, Product Management, Marketing, Marketing Strategy, Strategic Planning, Market Analysis, Training, Competitive Analysis, New Business Development, Management, Product Development, Business Strategy, Product Marketing, Press Releases, Sales, Six Sigma, Key Account Management, Financial Analysis, Marketing Communications, Cross-functional Team..., Project Management
Education
University of California, San Diego - The Rady School of Management 2007 — 2009
MBA, Business
Università Commerciale 'Luigi Bocconi' 2001 — 2001
Marketing and Business
University of California, San Diego 1996 — 2001
Bachelor's degree, Economics
Rachael Olson's Morningstar Experience July 2007 - June 2009
Job Strategy & Operations CreditMe at Enova International
Industry Financial Services
Experience
Enova International April 2015 - Present
Enova International July 2014 - Present
Enova International April 2013 - July 2014
Analysis Group February 2011 - March 2013
Mesirow Financial June 2009 - January 2011
Morningstar July 2007 - June 2009
Morningstar July 2006 - July 2007
HighBeam Research 2005 - 2005
Skills
Financial Modeling, Investments, Fixed Income, Equities, Economics, Valuation, Mutual Funds, Investment Management, Data Analysis, Quantitative Analytics, Hedge Funds, Due Diligence, Report Writing, Client Relations Skills, Finance, Management
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance, Accounting, Marketing, Entrepreneurship
The University of Chicago 2002 — 2006
BA, Economics
Blue Valley High School 1998 — 2002
Enova International April 2015 - Present
Enova International July 2014 - Present
Enova International April 2013 - July 2014
Analysis Group February 2011 - March 2013
Mesirow Financial June 2009 - January 2011
Morningstar July 2007 - June 2009
Morningstar July 2006 - July 2007
HighBeam Research 2005 - 2005
Skills
Financial Modeling, Investments, Fixed Income, Equities, Economics, Valuation, Mutual Funds, Investment Management, Data Analysis, Quantitative Analytics, Hedge Funds, Due Diligence, Report Writing, Client Relations Skills, Finance, Management
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance, Accounting, Marketing, Entrepreneurship
The University of Chicago 2002 — 2006
BA, Economics
Blue Valley High School 1998 — 2002
Michael Hodel, CFA's Morningstar Experience 1998 - Present
Job Analyst at Morningstar
Industry Financial Services
Experience
Morningstar 1998 - Present
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Investments
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Urbana-Champaign 1994 — 1997
B.S., Finance
Morningstar 1998 - Present
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Investments
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA
University of Illinois at Urbana-Champaign 1994 — 1997
B.S., Finance
Yuan Gao's Morningstar Experience January 2006 - September 2008
Job Director, corporate strategy, AT&T
Industry Telecommunications
Experience
AT&T February 2014 - Present
RadioShack July 2011 - February 2014
Bain & Company August 2010 - July 2011
Bain & Company October 2008 - July 2010
Morningstar January 2006 - September 2008
Morningstar August 2004 - December 2005
Morningstar January 2004 - August 2004
britestream (Layer N networks) June 2002 - December 2003
Fly-by-wire December 2001 - May 2002
Cisco October 2000 - December 2001
Skills
Strategy, Management Consulting, Growth strategy, New product/channel..., Sales force..., Performance Improvement, Technology, China Business..., New Business Development, Strategic Partnerships, Retail, Growth Strategies, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1994 — 1998
BS/MS EE, Electrical and Computer Engineering
AT&T February 2014 - Present
RadioShack July 2011 - February 2014
Bain & Company August 2010 - July 2011
Bain & Company October 2008 - July 2010
Morningstar January 2006 - September 2008
Morningstar August 2004 - December 2005
Morningstar January 2004 - August 2004
britestream (Layer N networks) June 2002 - December 2003
Fly-by-wire December 2001 - May 2002
Cisco October 2000 - December 2001
Skills
Strategy, Management Consulting, Growth strategy, New product/channel..., Sales force..., Performance Improvement, Technology, China Business..., New Business Development, Strategic Partnerships, Retail, Growth Strategies, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1994 — 1998
BS/MS EE, Electrical and Computer Engineering
Anchal Dube's Morningstar Experience July 2007 - July 2008
Job Product Manager at Morningstar Commodity Data (fka LIM)
Industry Computer Software
Experience
Morningstar Commodity Data January 2013 - Present
Morningstar Commodity Data June 2010 - December 2012
Morningstar Commodity Data July 2008 - June 2010
Morningstar July 2007 - July 2008
Morningstar June 2005 - July 2007
Choice! Energy Services 2004 - 2005
Skills
Commodity, Commodity Markets, Energy, Risk Management, Energy Markets, Trading, Financial Modeling, Financial Markets, Options, Market Data, Trading Systems, Project Management, Derivatives, Business Analysis, Analysis, Product Management
Education
The University of Texas at Austin 2013 — 2014
MSE, Engineering Management
The University of Texas at Austin 2000 — 2003
Bachelor of Arts in Economics with concentration in Business Foundation
Morningstar Commodity Data January 2013 - Present
Morningstar Commodity Data June 2010 - December 2012
Morningstar Commodity Data July 2008 - June 2010
Morningstar July 2007 - July 2008
Morningstar June 2005 - July 2007
Choice! Energy Services 2004 - 2005
Skills
Commodity, Commodity Markets, Energy, Risk Management, Energy Markets, Trading, Financial Modeling, Financial Markets, Options, Market Data, Trading Systems, Project Management, Derivatives, Business Analysis, Analysis, Product Management
Education
The University of Texas at Austin 2013 — 2014
MSE, Engineering Management
The University of Texas at Austin 2000 — 2003
Bachelor of Arts in Economics with concentration in Business Foundation
Rachel Huddleston Sandberg's Morningstar Experience October 2009 - July 2011
Job AppleCare
Industry Consumer Electronics
Experience
Apple September 2013 - Present
Google June 2012 - August 2012
Morningstar October 2009 - July 2011
Morningstar July 2008 - October 2009
University of Chicago School Mathematics Project August 2006 - June 2008
Alternative Investment Resource 2007 - 2007
The Art Institute of Chicago June 2006 - September 2006
Ann Taylor June 2005 - December 2005
Skills
Marketing, Customer Service, Financial Modeling, Competitive Analysis, Data Analysis, Analytics, Financial Analysis, Market Research, Business Strategy, Marketing Strategy, Investments, Product Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
The University of Chicago 2004 — 2008
BA, Economics
MICDS 2000 — 2004
Apple September 2013 - Present
Google June 2012 - August 2012
Morningstar October 2009 - July 2011
Morningstar July 2008 - October 2009
University of Chicago School Mathematics Project August 2006 - June 2008
Alternative Investment Resource 2007 - 2007
The Art Institute of Chicago June 2006 - September 2006
Ann Taylor June 2005 - December 2005
Skills
Marketing, Customer Service, Financial Modeling, Competitive Analysis, Data Analysis, Analytics, Financial Analysis, Market Research, Business Strategy, Marketing Strategy, Investments, Product Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
The University of Chicago 2004 — 2008
BA, Economics
MICDS 2000 — 2004
Melissa Igi's Morningstar Experience June 2008 - August 2008
Job Manager, Customer Experience (CX) at DIRECTV
Industry Marketing and Advertising
Experience
DIRECTV May 2014 - Present
Karl Storz Endoscopy April 2012 - May 2014
Karl Storz Endoscopy April 2011 - April 2012
Karl Storz Endoscopy August 2010 - April 2011
King's Hawaiian Restaurants & Bakery December 2009 - August 2010
Morningstar June 2008 - August 2008
Churchill Management Group May 2006 - July 2007
Karl Storz Endoscopy April 2005 - May 2006
Churchill Management Group February 2004 - March 2005
Skills
Strategy, Competitive Analysis, Product Management, Management, Product Development, Program Management, Forecasting, Sales Operations, Marketing, Training, Analysis, Market Analysis, Sales, Operations Management, Pricing, Market Planning, Medical Devices, P&L Management, Segmentation, Quality Assurance, Cross-functional Team...
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Marketing, Finance, Strategic Management and Entrepreneurship
University of California, Santa Barbara 1999 — 2003
BA, Communication, Spanish
DIRECTV May 2014 - Present
Karl Storz Endoscopy April 2012 - May 2014
Karl Storz Endoscopy April 2011 - April 2012
Karl Storz Endoscopy August 2010 - April 2011
King's Hawaiian Restaurants & Bakery December 2009 - August 2010
Morningstar June 2008 - August 2008
Churchill Management Group May 2006 - July 2007
Karl Storz Endoscopy April 2005 - May 2006
Churchill Management Group February 2004 - March 2005
Skills
Strategy, Competitive Analysis, Product Management, Management, Product Development, Program Management, Forecasting, Sales Operations, Marketing, Training, Analysis, Market Analysis, Sales, Operations Management, Pricing, Market Planning, Medical Devices, P&L Management, Segmentation, Quality Assurance, Cross-functional Team...
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Marketing, Finance, Strategic Management and Entrepreneurship
University of California, Santa Barbara 1999 — 2003
BA, Communication, Spanish
Mehmet Ali Guler's Morningstar Experience 2009 - Present
Job Software Architect
Industry Computer Software
Experience
Morningstar 2009 - Present
IBM 2005 - 2009
Tivoli January 2000 - December 2005
Skills
Linux, Java, Agile Methodologies, Software Development, SQL, C++, XML, Shell Scripting, JavaScript, C, Unix, Web Services, R, Matlab, jQuery, JPA, Hibernate, Freemarker, Memcached
Education
The University of Texas at El Paso 1998 — 2000
M.S., Computer Science
The University of Texas at El Paso 1994 — 1998
B.S., Computer Science
Morningstar 2009 - Present
IBM 2005 - 2009
Tivoli January 2000 - December 2005
Skills
Linux, Java, Agile Methodologies, Software Development, SQL, C++, XML, Shell Scripting, JavaScript, C, Unix, Web Services, R, Matlab, jQuery, JPA, Hibernate, Freemarker, Memcached
Education
The University of Texas at El Paso 1998 — 2000
M.S., Computer Science
The University of Texas at El Paso 1994 — 1998
B.S., Computer Science
Alyssa Greenspan, CFA's Morningstar Experience 1999 - 2001
Job President & COO at Community Capital
Industry Financial Services
Experience
Community Capital Management, Inc. 2003 - Present
Gomez, Inc. 2001 - 2002
Morningstar 1999 - 2001
Northern Trust Corporation 1994 - 1999
Skills
Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Capital Markets, Series 7, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Wealth Management, Financial Services, Investment Management, Bonds
Education
University of Miami 1995 — 1997
Master of Business Administration (MBA), Investments and Finance
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM, Finance
Community Capital Management, Inc. 2003 - Present
Gomez, Inc. 2001 - 2002
Morningstar 1999 - 2001
Northern Trust Corporation 1994 - 1999
Skills
Investments, Equities, Asset Management, Fixed Income, Mutual Funds, Capital Markets, Series 7, Alternative Investments, Hedge Funds, Portfolio Management, Asset Allocation, Securities, Investment Strategies, Wealth Management, Financial Services, Investment Management, Bonds
Education
University of Miami 1995 — 1997
Master of Business Administration (MBA), Investments and Finance
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM, Finance
Brian Mora's Morningstar Experience November 2013 - Present
Job Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar November 2013 - Present
IndexUniverse, LLC September 2012 - October 2013
Thomson Reuters May 2001 - December 2012
Thomson Reuters 1998 - 2010
Thomson Reuters October 1999 - May 2001
Thomson Reuters March 1998 - October 1999
Skills
Sales Force..., Series 7, Series 63, Siebel, Target Account Selling, Selling to Senior..., Situational Sales..., Value Based Selling, Sales, Selling, Negotiation, Strategy, Trading, Electronic Trading, Finance, Equities, Business Development, Sales Effectiveness, Mutual Funds, Leadership, Investments, Financial Markets, Derivatives, Market Data, Investment Strategies, Sales Management, Analytics, Salesforce.com, Financial Services, Banking, Relationship Management, Fixed Income, Analysis
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Sociology
Our Lady Of Lourdes 1986 — 1990
High School, Regents Diploma
Morningstar November 2013 - Present
IndexUniverse, LLC September 2012 - October 2013
Thomson Reuters May 2001 - December 2012
Thomson Reuters 1998 - 2010
Thomson Reuters October 1999 - May 2001
Thomson Reuters March 1998 - October 1999
Skills
Sales Force..., Series 7, Series 63, Siebel, Target Account Selling, Selling to Senior..., Situational Sales..., Value Based Selling, Sales, Selling, Negotiation, Strategy, Trading, Electronic Trading, Finance, Equities, Business Development, Sales Effectiveness, Mutual Funds, Leadership, Investments, Financial Markets, Derivatives, Market Data, Investment Strategies, Sales Management, Analytics, Salesforce.com, Financial Services, Banking, Relationship Management, Fixed Income, Analysis
Education
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Sociology
Our Lady Of Lourdes 1986 — 1990
High School, Regents Diploma
Li Chang's Morningstar Experience June 1999 - August 2004
Job Senior Trader at Altum Capital Management
Industry Financial Services
Experience
Altum Capital Management March 2013 - Present
Paulson & Co September 2008 - March 2013
Bear Stearns June 2007 - June 2008
Citadel Investment Group August 2004 - August 2006
Morningstar June 1999 - August 2004
Skills
Trading, Fixed Income, Hedge Funds, Financial Engineering, Capital Markets, Asset Management, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Research, Derivatives, Quantitative Finance, Emerging Markets, Electronic Trading, Risk Management, Corporate Finance
Education
University of Illinois at Chicago 2000 — 2004
Ph.D, Mathematics
Tsinghua University 1991 — 1996
B. Arch, Architecture
Altum Capital Management March 2013 - Present
Paulson & Co September 2008 - March 2013
Bear Stearns June 2007 - June 2008
Citadel Investment Group August 2004 - August 2006
Morningstar June 1999 - August 2004
Skills
Trading, Fixed Income, Hedge Funds, Financial Engineering, Capital Markets, Asset Management, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Research, Derivatives, Quantitative Finance, Emerging Markets, Electronic Trading, Risk Management, Corporate Finance
Education
University of Illinois at Chicago 2000 — 2004
Ph.D, Mathematics
Tsinghua University 1991 — 1996
B. Arch, Architecture
Maohui Zhou's Morningstar Experience December 2009 - August 2015
Job Web Developer at General Motors
Industry Computer Software
Experience
General Motors August 2015 - Present
Morningstar December 2009 - August 2015
LIM August 2009 - December 2009
Daxko August 2008 - August 2009
ClearOrbit October 2005 - July 2008
ClearOrbit/TAKE Solutions 2005 - 2007
Skills
Java Enterprise Edition, Tomcat, Software Development, Java, SQL, Unix, XML, JSP, JavaScript, SQL Server, Computer Science, HTML, Databases, Programming, Web Applications, Linux, Windows, MySQL, J2EE, AJAX, Oracle, J2SE, Jboss, JBoss Application Server, Freemarker, jQuery, RESTful WebServices, Struts, css, Microsoft SQL Server
Education
The University of Texas at Austin 2001 — 2005
B.S., Computer Science
General Motors August 2015 - Present
Morningstar December 2009 - August 2015
LIM August 2009 - December 2009
Daxko August 2008 - August 2009
ClearOrbit October 2005 - July 2008
ClearOrbit/TAKE Solutions 2005 - 2007
Skills
Java Enterprise Edition, Tomcat, Software Development, Java, SQL, Unix, XML, JSP, JavaScript, SQL Server, Computer Science, HTML, Databases, Programming, Web Applications, Linux, Windows, MySQL, J2EE, AJAX, Oracle, J2SE, Jboss, JBoss Application Server, Freemarker, jQuery, RESTful WebServices, Struts, css, Microsoft SQL Server
Education
The University of Texas at Austin 2001 — 2005
B.S., Computer Science
Devkota, Tina's Morningstar Experience June 2009 - Present
Job Developer
Industry Computer Software
Experience
Morningstar June 2009 - Present
Morningstar June 2008 - August 2008
Kantipur City College 2005 - 2007
Education
Vanderbilt University 2007 — 2009
MS, Computer Science
Tribhuvan Vishwavidalaya 2001 — 2005
BE, Computer Engineering
Morningstar June 2009 - Present
Morningstar June 2008 - August 2008
Kantipur City College 2005 - 2007
Education
Vanderbilt University 2007 — 2009
MS, Computer Science
Tribhuvan Vishwavidalaya 2001 — 2005
BE, Computer Engineering
Andrea Ellison's Morningstar Experience August 2011 - Present
Job Manager of Client Support and Training at Morningstar
Industry Financial Services
Experience
Morningstar August 2011 - Present
LIM, a Morningstar company June 2010 - August 2011
Prologic Technology Systems July 2009 - June 2010
Cain, Watters and Associates, PLC May 2008 - August 2008
Vertex Financial May 2007 - August 2007
Skills
Business Analysis, Salesforce.com, Data Analysis, SaaS, Morningstar Direct, Process Improvement, Business Intelligence, Databases, Project Management, Product Management, CRM, Risk Management, Soft Skills, SDLC, Enterprise Software, SQL, Software Project...
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Morningstar August 2011 - Present
LIM, a Morningstar company June 2010 - August 2011
Prologic Technology Systems July 2009 - June 2010
Cain, Watters and Associates, PLC May 2008 - August 2008
Vertex Financial May 2007 - August 2007
Skills
Business Analysis, Salesforce.com, Data Analysis, SaaS, Morningstar Direct, Process Improvement, Business Intelligence, Databases, Project Management, Product Management, CRM, Risk Management, Soft Skills, SDLC, Enterprise Software, SQL, Software Project...
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
BBA, Finance
Wenli Tan's Morningstar Experience May 2007 - December 2008
Job Vice President at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial April 2013 - Present
Mesirow Financial April 2011 - March 2013
Mesirow Financial January 2009 - March 2011
Morningstar May 2007 - December 2008
Ennis Knupp & Associates January 2006 - May 2007
Ennis Knupp & Associates October 2004 - December 2005
Skills
Asset Allocation, Equities, Alternative Investments, Investment Management, Valuation, Investments, Fixed Income, Portfolio Management, Asset Management, Mutual Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Economics, International Business
University of Rochester 2000 — 2004
BA, Economics
Mesirow Financial April 2013 - Present
Mesirow Financial April 2011 - March 2013
Mesirow Financial January 2009 - March 2011
Morningstar May 2007 - December 2008
Ennis Knupp & Associates January 2006 - May 2007
Ennis Knupp & Associates October 2004 - December 2005
Skills
Asset Allocation, Equities, Alternative Investments, Investment Management, Valuation, Investments, Fixed Income, Portfolio Management, Asset Management, Mutual Funds
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Economics, International Business
University of Rochester 2000 — 2004
BA, Economics
Brendan McKenna's Morningstar Experience 1999 - 2000
Job Member Services Meeting Coordinator & Corporate Editor at Attorneys' Liability Assurance Society
Industry Publishing
Experience
Attorneys' Liability Assurance Society November 2012 - Present
ALM July 2010 - August 2012
Freelance January 2009 - July 2010
About.com March 2007 - February 2009
WebMD Medscape September 2006 - March 2007
Academy of General Dentistry April 2002 - July 2006
Arcadia Publishing 2000 - 2002
Morningstar 1999 - 2000
Skills
Legal Technology, HTML, Practice Management, WYSIWYG layout tools, XML, Copy Editing, Adobe InCopy, Fatwire, Adestra, Microsoft Office, InCopy, Blogging, Social Networking, Publishing, Proofreading, Editing, Newsletters, Email Marketing, Facebook, Social Media, Publications, Editorial, Storytelling, Journalism, Online Publishing, Web Content, SEO, Copywriting, Content Management, Magazines, Content Development, Marketing, WordPress, Content Strategy
Education
Trinity College-Hartford 1994 — 1998
BA, History
Attorneys' Liability Assurance Society November 2012 - Present
ALM July 2010 - August 2012
Freelance January 2009 - July 2010
About.com March 2007 - February 2009
WebMD Medscape September 2006 - March 2007
Academy of General Dentistry April 2002 - July 2006
Arcadia Publishing 2000 - 2002
Morningstar 1999 - 2000
Skills
Legal Technology, HTML, Practice Management, WYSIWYG layout tools, XML, Copy Editing, Adobe InCopy, Fatwire, Adestra, Microsoft Office, InCopy, Blogging, Social Networking, Publishing, Proofreading, Editing, Newsletters, Email Marketing, Facebook, Social Media, Publications, Editorial, Storytelling, Journalism, Online Publishing, Web Content, SEO, Copywriting, Content Management, Magazines, Content Development, Marketing, WordPress, Content Strategy
Education
Trinity College-Hartford 1994 — 1998
BA, History
Sophie Albsmeyer's Morningstar Experience August 2015 - Present
Job Development Project Manager, Individual Investor Products at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Morningstar September 2013 - August 2015
Morningstar December 2011 - August 2013
Morningstar June 2010 - December 2011
Ladder Up August 2008 - June 2010
Skills
Recruiting, Data Analysis, Business Analysis, Microsoft Office, Project Management, Financial Modeling, Financial Analysis, Analysis, Microsoft Excel, SQL, Finance, Analytics, Accounting, PowerPoint, Process Improvement, ETFs
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2004 — 2008
B.A., Economics concentrating in Business, minor in Cinema Studies
Morningstar August 2015 - Present
Morningstar September 2013 - August 2015
Morningstar December 2011 - August 2013
Morningstar June 2010 - December 2011
Ladder Up August 2008 - June 2010
Skills
Recruiting, Data Analysis, Business Analysis, Microsoft Office, Project Management, Financial Modeling, Financial Analysis, Analysis, Microsoft Excel, SQL, Finance, Analytics, Accounting, PowerPoint, Process Improvement, ETFs
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2004 — 2008
B.A., Economics concentrating in Business, minor in Cinema Studies
Sue Rim, CFA's Morningstar Experience June 2006 - August 2006
Job Senior Portfolio Analyst at Google
Industry Investment Management
Experience
Google June 2010 - Present
Putnam Investments July 2007 - May 2010
Morningstar June 2006 - August 2006
Skills
Fixed Income, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Wellesley College 2003 — 2007
B.A. degree
University College London, U. of London 2006 — 2006
Affiliate Student
Google June 2010 - Present
Putnam Investments July 2007 - May 2010
Morningstar June 2006 - August 2006
Skills
Fixed Income, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Wellesley College 2003 — 2007
B.A. degree
University College London, U. of London 2006 — 2006
Affiliate Student
Cristina Rossman's Morningstar Experience January 2012 - Present
Job Marketing Director
Industry Financial Services
Experience
Morningstar January 2012 - Present
Morningstar September 2001 - January 2012
Charles Schwab July 2000 - September 2001
AlliedSignal September 1995 - September 1998
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
University of Michigan 1991 — 1995
BS, Industrial Engineering
Morningstar January 2012 - Present
Morningstar September 2001 - January 2012
Charles Schwab July 2000 - September 2001
AlliedSignal September 1995 - September 1998
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
University of Michigan 1991 — 1995
BS, Industrial Engineering
Xiaobei (Shell) Zhang's Morningstar Experience June 2006 - July 2006
Job Sr Business Analyst at Westlake Chemical
Industry Chemicals
Experience
Deloitte Consulting August 2011 - December 2012
The JLJ Group April 2010 - July 2011
Oliver Wyman September 2008 - June 2009
Morgan Stanley June 2007 - August 2007
Morningstar June 2006 - July 2006
Skills
Financial Modeling, Management Consulting, Strategy, Market Research, Due Diligence, Data Analysis, Market Entry, Emerging Markets, Business analysis &..., Market Analysis, Mergers & Acquisitions, Business Development, Analytics
Education
The University of Texas at Austin 2005 — 2008
Bachelor, Finance, Philosophy, University Honors 2005-2008
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance
Raffles JC 2003 — 2004
GCE A Level
Deloitte Consulting August 2011 - December 2012
The JLJ Group April 2010 - July 2011
Oliver Wyman September 2008 - June 2009
Morgan Stanley June 2007 - August 2007
Morningstar June 2006 - July 2006
Skills
Financial Modeling, Management Consulting, Strategy, Market Research, Due Diligence, Data Analysis, Market Entry, Emerging Markets, Business analysis &..., Market Analysis, Mergers & Acquisitions, Business Development, Analytics
Education
The University of Texas at Austin 2005 — 2008
Bachelor, Finance, Philosophy, University Honors 2005-2008
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance
Raffles JC 2003 — 2004
GCE A Level
Shan Singh's Morningstar Experience May 2014 - March 2015
Job Solutions Architect
Industry Information Technology and Services
Experience
Tundra Technical Solutions March 2015 - May 2015
Morningstar May 2014 - March 2015
Morningstar January 2010 - May 2014
LIM January 2009 - January 2010
LIM January 2008 - January 2009
LIM January 2007 - January 2008
LIM April 2005 - January 2007
Skills
Market Data, Strategy, Analysis, CRM, Trading, Commodity Markets, Management, Trading Systems, Requirements Analysis, Project Management, Market Research, Commodity, Analytics, Options, Morningstar Direct, Databases, Electronic Trading, Morningstar, Hedge Funds, Business Analysis, Risk Management, Consulting, Product Management, Financial Modeling, Derivatives, Equities, Data Analysis
Education
The University of Texas at Austin 2001 — 2004
Economics
University of Texas
B.A, Economics
Tundra Technical Solutions March 2015 - May 2015
Morningstar May 2014 - March 2015
Morningstar January 2010 - May 2014
LIM January 2009 - January 2010
LIM January 2008 - January 2009
LIM January 2007 - January 2008
LIM April 2005 - January 2007
Skills
Market Data, Strategy, Analysis, CRM, Trading, Commodity Markets, Management, Trading Systems, Requirements Analysis, Project Management, Market Research, Commodity, Analytics, Options, Morningstar Direct, Databases, Electronic Trading, Morningstar, Hedge Funds, Business Analysis, Risk Management, Consulting, Product Management, Financial Modeling, Derivatives, Equities, Data Analysis
Education
The University of Texas at Austin 2001 — 2004
Economics
University of Texas
B.A, Economics
Jianan Zhang's Morningstar Experience March 2014 - Present
Job Technical Project Manager at Morningstar, PMP
Industry Information Technology and Services
Experience
Morningstar March 2014 - Present
Pactera October 2012 - February 2014
Pactera January 2010 - December 2012
VanceInfo January 2008 - June 2009
Skills
Java, Program Management, Agile & Waterfall..., Cross-functional..., Agile Project Management, Software Development, Outsourcing Management, Scrum, SEO, Test Automation, MVC Architecture, Test Planning, Test Cases, Digital Image Processing, Matlab, C#, SEM, Project Planning, Software Project..., Requirements Gathering, Testing, Cross-functional Team..., IT Outsourcing
Education
University of Surrey 2004 — 2005
MSc with Distinction, Computer Science
University of Central Lancashire 2001 — 2004
Bachelor of Engineering (BEng), Electronic Engineering
Morningstar March 2014 - Present
Pactera October 2012 - February 2014
Pactera January 2010 - December 2012
VanceInfo January 2008 - June 2009
Skills
Java, Program Management, Agile & Waterfall..., Cross-functional..., Agile Project Management, Software Development, Outsourcing Management, Scrum, SEO, Test Automation, MVC Architecture, Test Planning, Test Cases, Digital Image Processing, Matlab, C#, SEM, Project Planning, Software Project..., Requirements Gathering, Testing, Cross-functional Team..., IT Outsourcing
Education
University of Surrey 2004 — 2005
MSc with Distinction, Computer Science
University of Central Lancashire 2001 — 2004
Bachelor of Engineering (BEng), Electronic Engineering
Shilpa Mullan's Morningstar Experience 2009 - January 2011
Job Director of Sales at ZE PowerGroup
Industry Financial Services
Experience
ZE PowerGroup August 2013 - May 2015
Sungard - Market Map Energy January 2011 - June 2013
Morningstar 2009 - January 2011
LOGICAL INFORMATION Machines January 2002 - January 2009
Skills
Financial Services, Electronic Trading, Financial Markets, Trading Systems, Trading, CRM, Market Data, Options, Equities
Education
State University of New York at Buffalo 1996 — 2000
Bachelor's Degree, Finance and Human Resources
ZE PowerGroup August 2013 - May 2015
Sungard - Market Map Energy January 2011 - June 2013
Morningstar 2009 - January 2011
LOGICAL INFORMATION Machines January 2002 - January 2009
Skills
Financial Services, Electronic Trading, Financial Markets, Trading Systems, Trading, CRM, Market Data, Options, Equities
Education
State University of New York at Buffalo 1996 — 2000
Bachelor's Degree, Finance and Human Resources
Jarrett Johnson's Morningstar Experience December 2013 - Present
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar December 2013 - Present
Morningstar January 2013 - November 2013
Morningstar August 2011 - December 2012
Morgan Stanley May 2010 - August 2010
Skills
Equities, Business Analysis, Data Analysis, Analysis, Investments, Binge Eating Disorder, Endorsements, Economics, Finance, Jumping, SQL, Valuation, Hedge Funds, Risk Management, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling
Education
The University of Texas at Austin 2008 — 2011
B.A., Economics, Geography. Minor in Business Administration
Morningstar December 2013 - Present
Morningstar January 2013 - November 2013
Morningstar August 2011 - December 2012
Morgan Stanley May 2010 - August 2010
Skills
Equities, Business Analysis, Data Analysis, Analysis, Investments, Binge Eating Disorder, Endorsements, Economics, Finance, Jumping, SQL, Valuation, Hedge Funds, Risk Management, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling
Education
The University of Texas at Austin 2008 — 2011
B.A., Economics, Geography. Minor in Business Administration
Lin Xia's Morningstar Experience 2006 - 2008
Job Infrastructure Investment at CalSTRS
Industry Investment Management
Experience
CalSTRS 2010 - Present
Ping An Trust & Investment 2008 - 2009
Morningstar 2006 - 2008
Education
University of California, Davis - Graduate School of Management 2009 — 2011
MBA, Finance & Marketing
CalSTRS 2010 - Present
Ping An Trust & Investment 2008 - 2009
Morningstar 2006 - 2008
Education
University of California, Davis - Graduate School of Management 2009 — 2011
MBA, Finance & Marketing
Chris Espinosa's Morningstar Experience September 2010 - August 2011
Job Settlements Analyst
Industry Computer Software
Experience
Morningstar Commodity Data, Inc. May 2011 - August 2012
Morningstar September 2010 - August 2011
LIM August 2009 - November 2010
Austin Stock Research February 2009 - May 2009
US Air Force August 1999 - August 2005
Skills
Product Management, Business Analysis, CRM, Training
Education
The University of Texas at Austin 2006 — 2009
B.A, Economics
Morningstar Commodity Data, Inc. May 2011 - August 2012
Morningstar September 2010 - August 2011
LIM August 2009 - November 2010
Austin Stock Research February 2009 - May 2009
US Air Force August 1999 - August 2005
Skills
Product Management, Business Analysis, CRM, Training
Education
The University of Texas at Austin 2006 — 2009
B.A, Economics
Robert C. Angelo's Morningstar Experience October 2006 - October 2007
Job Account Director at Oracle
Industry Law Practice
Experience
Oracle November 2014 - Present
Oracle June 2013 - November 2014
TIAA-CREF January 2008 - August 2009
Morningstar October 2006 - October 2007
Education
University of San Francisco School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (B.S.)
Semester at Sea, University of Pittsburgh 2005 — 2005
International/Global Studies
Oracle November 2014 - Present
Oracle June 2013 - November 2014
TIAA-CREF January 2008 - August 2009
Morningstar October 2006 - October 2007
Education
University of San Francisco School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (B.S.)
Semester at Sea, University of Pittsburgh 2005 — 2005
International/Global Studies
Mihaela Dome's Morningstar Experience August 2000 - Present
Job Quality Assurance Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2000 - Present
Skills
Microsoft Office, Agile Methodologies, SQL, Strategic Planning, Quality Assurance, Software Project...
Education
Universitatea de Vest din Timișoara 1990 — 1995
Master's degree, Mathematics and Computer Science
Universitatea „Politehnica” din Timișoara 1989 — 1990
Morningstar August 2000 - Present
Skills
Microsoft Office, Agile Methodologies, SQL, Strategic Planning, Quality Assurance, Software Project...
Education
Universitatea de Vest din Timișoara 1990 — 1995
Master's degree, Mathematics and Computer Science
Universitatea „Politehnica” din Timișoara 1989 — 1990
Shivani Karsaliya's Morningstar Experience March 2012 - April 2013
Job Technical Solutions Consultant at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2013 - Present
MarketSphere Consulting June 2013 - August 2013
Baal Dan Charities May 2012 - May 2013
Morningstar March 2012 - April 2013
Baal Dan Charities August 2011 - May 2012
Niltronix Circuits Inc December 2011 - January 2012
Children's Gender and Racial August 2011 - January 2012
Skills
Microsoft Office, Quickbooks, Microsoft Excel, Research, PowerPoint, Microsoft Word, Outlook, Data Analysis, Social Media, Event Planning, Customer Service, Public Speaking, Leadership
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration, Finance
Grant Thornton LLP September 2013 - Present
MarketSphere Consulting June 2013 - August 2013
Baal Dan Charities May 2012 - May 2013
Morningstar March 2012 - April 2013
Baal Dan Charities August 2011 - May 2012
Niltronix Circuits Inc December 2011 - January 2012
Children's Gender and Racial August 2011 - January 2012
Skills
Microsoft Office, Quickbooks, Microsoft Excel, Research, PowerPoint, Microsoft Word, Outlook, Data Analysis, Social Media, Event Planning, Customer Service, Public Speaking, Leadership
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration, Finance
Amy Granzin's Morningstar Experience 1996 - 2001
Job Senior Editor at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters 2011 - Present
PDI Global 2004 - 2011
Pitchfork Media 2008 - 2010
Morningstar 1996 - 2001
Education
Vassar College
BA
The University of Chicago
MA
University College London, U. of London
Thomson Reuters 2011 - Present
PDI Global 2004 - 2011
Pitchfork Media 2008 - 2010
Morningstar 1996 - 2001
Education
Vassar College
BA
The University of Chicago
MA
University College London, U. of London
Alec Harris's Morningstar Experience July 2014 - Present
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar July 2014 - Present
Wesleyan University January 2011 - May 2014
Public Consulting Group June 2013 - August 2013
Mesirow Financial June 2012 - August 2012
Robert H. Lurie Comprehensive Cancer Center of Northwestern University June 2009 - August 2009
Education
Wesleyan University 2010 — 2014
Bachelor of Arts, Economics; English
The University of Edinburgh
Study Abroad Program
Morningstar July 2014 - Present
Wesleyan University January 2011 - May 2014
Public Consulting Group June 2013 - August 2013
Mesirow Financial June 2012 - August 2012
Robert H. Lurie Comprehensive Cancer Center of Northwestern University June 2009 - August 2009
Education
Wesleyan University 2010 — 2014
Bachelor of Arts, Economics; English
The University of Edinburgh
Study Abroad Program
Isabel Li's Morningstar Experience May 2009 - August 2010
Job Solutions Consultant at FTTX Technology Co.,Ltd
Industry Telecommunications
Experience
Shenzhen FTTX Technology Co.,Ltd June 2014 - Present
Accenture March 2013 - June 2014
Morningstar May 2009 - August 2010
Education
University of California, Irvine 2013 — 2018
Bachelor of Science (B.S.), Economics & Mathematics
Shenzhen FTTX Technology Co.,Ltd June 2014 - Present
Accenture March 2013 - June 2014
Morningstar May 2009 - August 2010
Education
University of California, Irvine 2013 — 2018
Bachelor of Science (B.S.), Economics & Mathematics
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments