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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Bake425 September 2014 - Present
HomeMade Pizza Co. September 2006 - May 2014
3CD July 2003 - August 2006
American Invsco July 2001 - June 2003
Morningstar April 1998 - October 2000
Kevin Berg & Associates January 1996 - March 1998
Three Communication Design, LLC October 1992 - January 1996
US Army June 1987 - June 1989
Skills
Local Store Marketing, InDesign, Photoshop, Microsoft Office, Art Direction, Adobe Creative Suite, Marketing Strategy, Marketing Communications, Brand Development, Promotions, Graphic Design, Email Marketing, Direct Marketing, Marketing Management, Integrated Marketing, Illustrator, Direct Mail, Word, Photography, Branding & Identity, Creative Direction, Marketing, Corporate Communications, Concept Development, Local Marketing, Microsoft Word
Education
University of Illinois at Chicago 1990 — 1994
BFA, Graphic Design
University of Illinios at Chicago
BFA, Graphic Design
morningstar May 2007 - Present
Skills
Typography, Graphic Design, Information Design, Visual Communication, Art Direction, Layout, Logo Design, User Interface Design, Web Design, InDesign
Education
University of Illinois at Chicago 2004 — 2007
Bachelor of Fine Arts (BFA), Graphic Design
Trading Technologies July 2013 - Present
VOKAL Interactive September 2012 - June 2013
Morningstar, Inc., London, United Kingdom December 2010 - July 2012
Morningstar September 2009 - December 2010
Morningstar January 2008 - November 2009
Morningstar June 2006 - May 2007
Morningstar June 2006 - May 2007
Element Creative January 2005 - August 2005
University of Illinois at Chicago 2001 - 2005
Gallery 37 1997 - 2001
Skills
User Interface Design, Interaction Design, Adobe Creative Suite, HTML 5, jQuery, Web Design, CSS, Information Architecture, CSS3, HTML5, JavaScript, Typography, User-centered Design, Graphic Design, Front-end, JSON, Wireframes, Information Design, AJAX, Web Applications, Bootstrap, Agile Methodologies, SEO, JIRA, PHP, Sublime Text 2, Graphics, Github, Mobile Applications, MySQL, ActionScript, Mobile Interaction..., Responsive Web Design, Responsive Web..., SaaS, Scrum, Rapid Prototyping, Phonegap, XCode, Handlebars.js, Pivotal Tracker, Linkedin Javascript API, Basecamp, Meteor, Knockout, Razor, MeteorJS, AngularJS
Education
University of Illinois at Chicago 2001 — 2007
BFA, Graphic Design
Von Steuben High School 1997 — 2001
Morningstar June 2014 - Present
Deloitte September 2011 - November 2012
Morningstar May 2010 - August 2011
Aon August 2010 - December 2010
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Project Management, Report Writing, Data Analysis, Project Coordination, Program Management, Business Process..., Business Strategy, Market Research, Product Marketing, Marketing, Software Project..., Management Consulting, Analytics, CRM, Business Intelligence, Databases, Management, Analysis, IT Strategy
Education
University of Illinois 2009 — 2010
MS, Management Information Systems (MIS)
Amity University 2004 — 2008
B.Tech, Computer Science
Apeejay School 2002 — 2004
High School
Morningstar April 2013 - Present
Morningstar January 2008 - March 2013
Spertus Institute of Jewish Studies March 2007 - January 2008
Morningstar July 2005 - December 2007
Morningstar August 2004 - June 2005
Morningstar September 2003 - July 2004
Skills
Art Direction, Conference Design, Environmental Graphics, Graphic Design, Information Design, Publication Design, Typeface Design, Typography, Visual Communication, Creative Direction, Interaction Design, InDesign, Adobe Creative Suite, Graphics, Layout, Posters, Magazines, Photography
Education
University of Illinois at Chicago 2000 — 2004
Bachelor of Fine Arts, Graphic Design
University of Applied Sciences Northwest Switzerland 2012 — 2012
Summer Workshops, Graphic Design
Hochschule für Gestaltung und Kunst Luzern 2003 — 2003
Foreign Studies in Graphic Design, Graphic Design
SAI Global February 2010 - Present
LRN October 2005 - February 2010
Morningstar October 2000 - October 2005
Skills
Project Management, Program Management, CRM, Project Planning, Enterprise Software, Customer Service, Leadership, Strategic Planning, Training, PMP, Management, Compliance, Ethics, CCEP, Vendor Management, Budgets, SaaS, Client Presentation
Education
University of Illinois at Chicago 1998 — 2000
Bachelor's degree, Finance, General
Claire's Accessories September 2013 - Present
Marwen 2012 - Present
Claire's Accessories June 2013 - September 2013
Morningstar July 2010 - November 2011
PLS Financial Services 2008 - 2008
Skills
Adobe Creative Suite, Graphic Design, Digital Media, Community Organizing, Mentoring, Customer Service, Youth Empowerment, Youth Mentoring, Art, Art Education, Typography, Book Design, Logo Design, Posters, Icon Design, Drawing, Figure Drawing, InDesign, Illustrator, Photoshop, Illustration, Research, Photography, Microsoft Office
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Fine Arts in Graphic Design, Graphic Design
IWS Children's Clinic September 2014 - Present
Family Health Network July 2012 - July 2014
THOREK MEMORIAL HOSPITAL September 2009 - July 2012
Morningstar September 2003 - September 2009
Treborn Management Inc April 2002 - May 2003
Skills
Hyperion Enterprise, Financial Analysis, Management, Process Improvement, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Financial Modeling, Finance
Education
University of Illinois at Chicago 2003 — 2005
MS, Accounting
University of Illinois at Chicago 1998 — 2002
BS, Information Decision Science
Signal ™ August 2014 - Present
Wolfram Alpha, LLC February 2014 - June 2014
Signal ™ May 2013 - August 2013
Blocher Consulting LLC October 2012 - May 2013
BrightTag May 2012 - July 2012
Illinois State Water Survey February 2012 - May 2012
Morningstar May 2011 - August 2011
Skills
MongoDB, Cassandra, Java, Python, JavaScript, Git, SQL, Hibernate, jQuery, Web Development, Databases, Programming, User Interface Design, C#, Algorithms, Business Planning, Project Management, Cucumber, MySQL
Education
University of Illinois at Urbana-Champaign 2011 — 2014
bachelor, computer science & business minor
University of Illinois 2010 — 2014
B.S, Computer Science & Business
Roycemore School 2009 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Morningstar July 2014 - Present
Margolis Market Information Lab August 2012 - Present
BMO Capital Markets June 2013 - August 2013
West Suburban Bank May 2010 - August 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Bloomberg Terminal, Microsoft Excel, Data Analysis, Microsoft Word, Financial Modeling, Accounting, Corporate Finance, Business Analysis, Valuation, Capital IQ, Banking, Bloomberg
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Finance
VivaKi February 2015 - July 2015
JLL November 2014 - February 2015
Morningstar September 2013 - May 2014
Product Council December 2012 - July 2013
Skills
Product Management, Marketing Strategy, Market Research, Leadership, SPSS, Photoshop, InDesign, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Salesforce.com, Microsoft Office, Outlook, Qualtrics, Microsoft Publisher, Google Docs, Microsoft Suites, Survey Design, Prezi, Business Strategy, Product Development, Preparing Business Cases, WordPress, Marketing, Customer Service, Research, MRI Software, Angus Systems - Angus...
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Marketing Major, International Business Minor
AbbVie February 2015 - Present
AbbVie February 2014 - February 2015
AbbVie April 2013 - February 2014
Discover Financial Services June 2012 - April 2013
BMO Capital Markets March 2008 - June 2012
Morningstar 2007 - 2007
New York Life Insurance Company 2006 - 2007
Skills
Financial Modeling, Portfolio Management, Valuation, Treasury Management, Securities, Financial Analysis, Investment Banking, Investments, Mergers & Acquisitions, Treasury, Risk Management, Cash Flow, Investment Management, Mutual Funds, Commercial Banking, Asset Managment, Fixed Income, Equities, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Trading, Liquidity Management, Capital Structure, Loans, Asset Management, Business Development, Business Analytics, Foreign Exchange Risk..., Liquidity Solutions, Treasury Services, Working Capital..., Capital Advisory, Capital Adequacy, Foreign Exchange..., FX Hedging, Foreign Exchange, FX Trading, FX Swaps, FX Derivatives, Intercompany..., SAP ERP
Education
University of Illinois 2003 — 2007
Bachelors Of Science, Finance
Investment Banking Institute 2008 — 2008
Intensive 4-week financial modeling and valuation training program
Conifer Research June 2011 - Present
Morningstar June 2010 - May 2011
University of Illinois at Chicago 2009 - 2010
Skills
Graphic Design, Adobe Creative Suite, Information Design, User Experience, Typography, User-centered Design, Ethnography, Research Design, Experience Design, Graphics, Interaction Design, Product Design, Illustration, Design Strategy, User Interface Design, Visual Communication, Information Architecture, Design Thinking, Flash
Education
University of Illinois at Chicago 2007 — 2011
Bachelor of Fine Arts (BFA), Graphic Design
Morningstar July 2013 - Present
Morningstar June 2012 - June 2013
Morningstar July 2007 - June 2012
Skills
Morningstar Direct, ETFs, Mutual Funds, Asset Allocation, Equities, Morningstar, Portfolio Management, Investment Management, Asset Management, Investments, Equity Research, Financial Services, Investment Strategies, Wealth Management, Financial Markets
Education
University of Illinois at Chicago 2002 — 2006
Bachelor's degree, Finance, General
Morningstar July 2014 - Present
Morningstar October 2013 - June 2014
Morningstar April 2012 - October 2013
Morningstar November 2011 - April 2012
Morningstar July 2010 - November 2011
KPMG June 2007 - August 2007
Skills
Oracle Financial, Hyperion HFM, Microsoft Excel, GRC, SOX 404, Internal Controls, SEC filings, TeamMate, Financial Statements, Variance Analysis, Morningstar Direct, SEC Filings
Education
University of Illinois at Chicago 2006 — 2009
Bachelor's degree, Accounting
University of St. Francis August 2015 - Present
Yellow Barn Design 2008 - Present
UBS Global Asset Management (Americas) January 2014 - August 2015
Morningstar January 1998 - November 2013
Tripp Design May 1996 - December 1997
Lauging Dog Creative February 1996 - May 1996
Skills
Information Design, Typography, Interaction Design, Experience Design, User-centered Design, Art Direction, Information Architecture, User Interface Design, Visual Communication, User Experience Design, Graphic Design, User Experience, Corporate Identity, Adobe Creative Suite, Logo Design, Graphics, QuarkXPress, Design Strategy, Creative Direction, Wireframes, Branding & Identity, Mobile Design, Layout, User Interface, Book Design, Newsletters
Education
University of Illinois at Chicago 1991 — 1995
BFA, Graphic Design
Pitchfork Media May 2014 - Present
General Assemb.ly October 2013 - May 2014
VSA Partners June 2013 - August 2013
Freelance January 2013 - May 2013
Morningstar November 2011 - December 2012
University of Illinois at Chicago January 2009 - November 2011
Education
Typography Summer School New York 2013 — 2013
The Starter League 2012 — 2012
Advanced CSS & HTML
University of Illinois at Chicago 2009 — 2012
Bachelor's Degree, Graphic Design
TBA Global January 2009 - Present
TBA Global January 2008 - December 2008
TBA Global June 2007 - December 2007
TBA Global February 2006 - May 2007
Morningstar January 2003 - February 2006
Morningstar January 2002 - December 2002
Morningstar 2000 - 2002
Skills
Event Management, Trade Shows, Project Management, Budget Creation &..., Expense Budget..., Timeline Development &..., Production Schedules, Event Planning, Special Events..., Corporate Events, Integrated Marketing, Live Events, Marketing Communications, Production Managment, Relationship Marketing, Social Media Marketing, Social Networking, Sponsorship, Production Management, Creative Direction
Education
University of Illinois at Chicago
Bachelor of Arts (B.A.), Psychology, Minor Economics
Morningstar May 2013 - Present
Morningstar May 2012 - May 2013
Tom Killoran Photography May 2010 - December 2011
Skills
Typography, Graphic Design, Photography, Branding & Identity, Visual Communication, InDesign, Logo Design, Posters, Creative Writing, Information Design, Layout, Creative Direction, Public Speaking, Book Design, Grid Systems
Education
University of Illinois at Chicago
Bachelor of Fine Arts (BFA), Graphic Design
Anchorage Concert Association September 2014 - Present
Morningstar August 2012 - October 2013
Chicago Design Museum June 2012 - August 2013
Morningstar July 2011 - August 2012
Skills
Adobe Creative Suite, Typography, Interaction Design, InDesign, Morningstar Direct, Graphic Design, Art Direction, Information Design, Logo Design, Layout, Illustration, User Interface Design, Creative Direction
Education
University of Illinois at Chicago 2007 — 2011
BFA, Graphic Design
Morningstar September 2013 - Present
Beaird Group March 2013 - Present
Waste Management February 2006 - September 2012
Waste Management April 1998 - February 2006
FML Maufacturing Broker 1993 - 1998
Skills
Microsoft Excel and..., General Ledger, •Balance Sheet Account..., Budget to Actual..., Sarbanes-Oxley..., Financial Statement..., Monthly, Quarterly and..., Accounts Receivable Bad..., Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable, Auditing, Banking, Budgets, Cash Flow, Cash Management, Consolidation, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Financial Statements, Fixed Assets, Forecasting, GAAP, Integration, Internal Audit, Internal Controls, Invoicing, Management, Managerial Finance, Microsoft Excel, P&L, Payroll, PeopleSoft, Pricing, Program Management, SEC filings, Sales, Sarbanes-Oxley, Sarbanes-Oxley Act, Software Documentation, Variance Analysis
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
UIC Pavilion April 2015 - Present
UIC Pavilion July 2014 - Present
Morningstar April 2013 - December 2013
UIC Pavilion 2011 - 2013
RockChicago 2009 - 2012
Skills
Adobe Creative Suite, Photoshop, Illustrator, InDesign, After Effects, HTML, CSS, PHP, WordPress, C#, Social Promotion, Research, Blender, Unity3D, Guitar, Music Theory, Microsoft Excel, Event Planning, Photography, Microsoft Word
Education
University of Illinois at Chicago 2010 — 2014
Bachelor's Degree, Graphic Design
Morningstar October 2014 - Present
Morningstar June 2013 - October 2014
Morningstar June 2012 - October 2014
Morningstar March 2006 - June 2012
Andex Associates May 2009 - December 2009
Ibbotson Associates October 1998 - March 2006
Merrill Lynch 1998 - 1998
Skills
Investments, Mobile Applications, Valuation, Asset Allocation, Strategy, Executive Management, Finance, Financial Services, Product Management, Software Development, Mergers & Acquisitions, Portfolio Management, Publishing, Financial Modeling, Retirement Planning, Financial Markets, Software Project...
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
Entertainment Experience LLC March 2014 - Present
ParkWood Advisors LLC July 2005 - Present
Waterstone Management Group July 2013 - Present
Visible Spectrum Inc. May 2005 - Present
US Micro, Inc. February 2011 - January 2014
Morningstar March 2010 - December 2013
Axis Capital July 2010 - September 2012
TransUnion November 2007 - January 2010
GTA 2005 - 2008
Capgemini 2001 - 2005
Skills
IT Strategy, Program Management, Business Strategy, PMO, Enterprise Architecture, Governance, IT Governance, Consultancy, IT Management, Project Portfolio..., Executive Management, Management Consulting, Strategy, Business Analysis, Vendor Management, ITIL, CRM, Change Management, Leadership, Infrastructure, Business Transformation, Business Process, SDLC, Project Management, Strategic Planning, Software Development, Management, Consulting, Risk Management, Software Project..., Business Process..., Data Center, Agile Project Management, Consultants, Cloud Computing, Analytics, Project Planning, Process Improvement, Professional Services, Information Technology, Requirements Analysis, Cross-functional Team..., SaaS, Project Delivery, Solution Architecture, IT Service Management, Enterprise Software, PMP, ERP, Resource Management
Education
University of Exeter 1969 — 1973
BS, MS, Math, Information Sciences
Brean Capital, LLC September 2014 - Present
Telsey Advisory Group March 2007 - June 2014
Geneva Investment Management 2005 - 2007
Morningstar September 2004 - December 2005
William Blair and Company 1998 - 2002
BMO Nesbitt Burns 1996 - 1998
Ennis Knupp & Associates 1994 - 1996
Skills
Analysis, Asset Management, Data Analysis, Economics, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Investments, Management, Portfolio Management, Qualitative Research, Research, Strategy, Valuation, Bloomberg, Alternative Investments, Asset Managment, Mergers, Asset Allocation, Capital Markets, Mergers & Acquisitions, Series 7
Education
University of Southern California 2002 — 2004
University of Illinois at Urbana-Champaign
BA, Economics
New Trier High School
New Trier High School
Morningstar April 2015 - Present
Morningstar May 2013 - March 2015
Morningstar January 2011 - May 2013
Morningstar January 2006 - December 2010
Morningstar July 2000 - December 2005
Skills
User-centered Design, User Interface Design, Information Architecture, Software Design, Custom Tool Design, Design Standards, User Experience Design, Project Management, Graphic Design, Typography, HTML, Agile Methodolgy, Agile Web Development, CSS, Information Design, Web Development, Wireframes, Agile Methodologies, User Interface, Interaction Design, User Experience
Education
University of Illinois at Chicago 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Cedar Hill Associates October 2009 - Present
Morningstar March 2004 - October 2009
Banc One Capital Markets 2003 - 2004
State Farm Insurance 2001 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
SAP America August 2002 - Present
SAP America, Inc. October 2014 - Present
Accountants on Call February 2002 - August 2002
Lipson, Alport, Glass & Associates October 1999 - May 2001
Morningstar June 2000 - August 2000
Picture Us Galleries August 1997 - September 1999
Skills
SAP, SAP R/3, ERP, Process Improvement, Business Process, SAP ERP, Business Intelligence, Vendor Management, Enterprise Software, Program Management, Materials Management, Purchasing, Master Data Management, SAP BI, Integration, Logistics, SAP Portal, Consulting, Sarbanes-Oxley Act, IT Strategy, Supply Management, SAP BW, Supplier Management, Business Process..., Business Objects, Procurement, Procurement Contracts, SAP Procurement, Vendor Contracts, Contracts Administrators, Business Analysis, Strategy, Professional Services
Education
University of Illinois at Chicago 1995 — 2001
BFA, Graphic Design
Loyola Academy 1994 — 1995
Boston College August 2001 - Present
University of Illinois at Chicago 1995 - 2001
Morningstar 1993 - 1996
Skills
Director, First-Year..., Director, Writing..., Student Affairs, Higher Education, Student Development, Academic Advising, University Teaching, College Teaching, Faculty Development, Academic Administration, Distance Learning, Academic Writing
Education
University of Illinois at Chicago 1995 — 2001
Doctor of Philosophy (Ph.D.), English (Language, Literacy and Rhetoric)
University of Illinois at Chicago 1993 — 1995
Master of Arts (M.A.), English Language and Literature/Letters
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (B.S.), Business/Managerial Economics
Chicago Design Museum January 2014 - Present
University of Illinois at Chicago August 2011 - Present
Programme July 2014 - Present
AIGA Chicago June 2014 - Present
School of the Art Institute of Chicago January 2015 - Present
Studio/lab March 2011 - August 2014
Morningstar June 2002 - September 2008
Sapient June 2000 - December 2000
Skills
Information Design, Typography, Experience Design, Visual Communication, Interaction Design, Environmental Graphics, Architectural Graphics, Publication Design, Graphic Design, Illustration, Corporate Identity, Art Direction, Architectural Drawings, Posters, Motion Graphics, User Experience, Layout, Logo Design, Web Design, Concept Development, Drawing, Branding & Identity, User Interface Design, Design Strategy, User-centered Design, User Experience Design, Adobe Creative Suite, Information Architecture, Animation, InDesign, Creative Direction, Illustrator, Design Thinking
Education
Institut Visuelle Kommunikation Basel/The Basel School of Design, FHNW 2008 — 2010
MAS, Visual Communication
University of Illinois at Chicago 2008 — 2010
MFA, Graphic Design
University of Illinois at Chicago 1997 — 2002
BFA, Graphic Design
Hochschule für Gestaltung und Kunst Luzern 2001 — 2001
Foreign Studies in Art and Design, Graphic Design
Morningstar May 2014 - Present
JPMorgan Chase February 2010 - May 2014
JPMorgan Chase February 2008 - February 2010
JPMorgan Chase April 2006 - February 2008
AT&T June 2003 - April 2006
Motorola June 2001 - February 2003
Skills
Requirements Analysis, Waterfall, Requirements Gathering, Testing, JIRA, Test Management, QTP, SDLC, Integration, Test Planning, User Acceptance Testing, SQL, System Testing, Regression Testing, Agile Methodologies, Visio, Test Automation, Software Documentation, Software Project..., Manual Testing, Performance Testing, Business Analysis, Agile Project Management, Software Quality..., Quality Center, Quality Assurance
Education
University of Illinois at Chicago 1997 — 2002
Bachelor of Science (BS), Engineering
GNC October 2011 - January 2013
Morningstar June 2010 - June 2011
Skills
Adobe Creative Suite, Graphic Design, Graphics, Illustrator, Layout, Logo Design, Photoshop, Typography, Creative Direction, Art Direction, InDesign, Painting, Photography
Education
University of Illinois at Chicago 2007 — 2011
BFA, Graphic Design
Deloitte June 2014 - Present
Deloitte February 2011 - May 2014
Accenture September 2007 - November 2010
Accenture June 2005 - September 2007
Accenture January 2001 - May 2005
Accenture January 2000 - January 2001
Morningstar January 1997 - January 2000
Skills
Business Analysis, Requirements Analysis, Integration, Business Process, Process Improvement, Business Process..., Quality Assurance, Management, Project Management
Education
University of Illinois at Chicago 1996 — 1999
Bachelors, Information & Decision Sciences
Charlesworth Research March 2014 - Present
Morningstar July 2008 - February 2014
Elitegen Corp May 2007 - August 2007
Vivotek, Inc May 2006 - August 2006
Skills
C#, SQL, Microsoft SQL Server, .NET, JavaScript, ASP.NET, HTML, SharePoint, CSS, C++, Java, Linux
Education
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Computer Science (Engineering)
Naperville North High School 2000 — 2004
Illinois Business Consulting January 2014 - Present
GenomeQuest Inc. May 2014 - August 2014
Morningstar January 2014 - January 2014
GenomeQuest Inc. May 2013 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Finance, Microsoft Office, Accounting, Access, Data Analysis, Time Management, Leadership, Salesforce.com, Java, Financial Modeling, Consulting, Visual Basic, SEC filings, HTML, Morningstar Direct, Bloomberg, Matlab, Capital IQ
Education
Acton-Boxborough Regional High School 2009 — 2013
University of Illinois at Urbana-Champaign 2013 — 2017
Bachelor of Science (BS), Finance, General
GrubHub Inc. August 2014 - Present
Morningstar May 2010 - August 2014
Simplex Investments September 2009 - January 2010
Cisco Systems July 2007 - July 2009
Skills
Java, SQL, JavaScript, XML, C#, Software Development, Web Services, jQuery, AJAX, .NET, C++, CSS, Unix, Morningstar, Databases, C, LINQ, HTML, OOP, Web Development, Python, TFS, ASP.NET MVC, Linux, ASP.NET AJAX, NUnit, WCF, JSON, REST, ASP.NET, XSLT
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (B.S.), Computer Engineering, 3.3/4
Promise Healthcare/ Francis Nelson Health Center January 2015 - Present
Morningstar August 2010 - June 2012
Schulze & Burch Biscuit Company August 2009 - June 2010
The PrivateBank August 2008 - June 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Outlook, Time Management, Event Planning, Teamwork, Leadership, Social Media
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Community Health- Health Education and Promotion/Health Administration and Hospital Management, Junior
Maddock Douglas 2007 - Present
OHM MGMT/OHM Universal 2010 - Present
Professional Medical, Inc. January 2006 - November 2006
Morningstar January 1997 - January 2000
Laughing Dog Creative July 1995 - December 1999
Skills
Social Media, Strategy, Contract Negotiation, Identity Work, Copywriting, Marketing Strategy, Marketing, Creative Strategy, Advertising, Photoshop, Concept Development, Graphic Design, Market Research, Art Direction, Digital Strategy, Storytelling, Creative Direction, Integrated Marketing, Packaging, Branding & Identity, Brand Development, Information Architecture, Videography, Social Media Marketing, Marketing Communications
Education
University of Illinois at Chicago 1991 — 1995
BFA, Graphic Design
Yale University
Graphic Design
Lincoln-Way Community High School 1988 — 1991
Oster-Oakview Elementary 1987 — 1988
Morningstar May 2011 - Present
Morningstar June 2009 - May 2011
Skills
Graphic Design, Typography, Adobe Creative Suite, InDesign, Illustrator, Flash, After Effects, Photoshop, HTML, CSS, Art Direction, Logo Design, User Interface Design, Information Design, Visual Communication, Posters, Interaction Design, Layout, Photography, Illustration, User Experience, Corporate Identity, Book Design, Experience Design, Branding & Identity, Graphics, Brochures, Information Architecture, Web Design, Creative Direction, Corporate Branding, User-centered Design, Information Graphics
Education
University of Illinois at Chicago 2007 — 2011
BA, Graphic Design
Glenbrook North Highschool
Morningstar March 2014 - Present
Expeditors International January 2010 - March 2014
Omega Home Healthcare LLC September 2008 - January 2010
Northwestern Mutual June 2007 - June 2008
Skills
Data Warehousing, VBA, Data Mining, OLAP, Business Intelligence..., Databases, SAS, Data Analysis, SQL, DB2, Business Intelligence, Data Modeling, JavaScript, Relational Databases, Dashboard, Statistical Modeling, Business Analytics, Access, Tableau, Business Analysis, Visio, Analytics, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor's, Finance, Consumer Economics
Morningstar September 2015 - Present
Russell Investments January 2014 - September 2015
Russell Investments April 2011 - January 2014
Car Gallery, Inc. September 2004 - April 2011
Ennis Knupp & Associates 2000 - 2004
Skills
Mutual Funds, Asset Allocation, Investment Management, Investments, Investment Strategies, Asset Management, Equities, Hedge Funds, Financial Modeling, Financial Analysis
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Business Administration, MIS
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Business Administration, Management Information Systems
Business Connect China/Advantus Global January 2014 - Present
IntraLinks June 2011 - December 2013
Pertrac Financial Solutions October 2007 - June 2011
Morningstar September 2002 - October 2007
Thomson Reuters June 1999 - September 2002
AXA August 1995 - June 1999
AIG American General August 1988 - May 1995
Skills
Hedge Funds, SaaS, Investor Relations, Risk Management, Fixed Income, Investments, Alternative Investments, Finance, Sales, CRM, Selling, Analytics, Financial Services, Equities, Asset Management, Relationship Management, Solution Selling, Business Development, Insurance, Executive Management, Start-ups, Professional Services, Portfolio Management, Strategic Partnerships, Trading, Salesforce.com, Financial Markets, Private Equity, Mergers & Acquisitions, Capital Markets, Business Strategy, Strategy, Derivatives, Enterprise Software, Investment Banking, Securities, Mutual Funds, Venture Capital, Entrepreneurship, Cloud Computing, Due Diligence, Emerging Markets, Funding, Lead Generation, Market Data
Education
University of Haifa 1984 — 1988
BA, Political Science
Plural May 2011 - Present
Morningstar October 2010 - December 2011
UIC Campus Housing September 2008 - October 2010
McGraw-Hill Higher Education June 2010 - August 2010
Skills
Adobe Creative Suite, HTML, CSS, Logo Design
Education
University of Illinois at Chicago 2006 — 2011
BFA, Graphic Design
University of Illinois at Chicago 2006 — 2011
BFA, Graphic Design
Cedar Capital July 2013 - Present
Morningstar 2012 - July 2013
College Works Painting February 2011 - August 2011
College Works Painting February 2010 - August 2010
Northern Suburban Special Recreation Association June 2008 - August 2009
Chicago Blackhawks May 2008 - August 2008
Skills
CFA Certificate - CFA..., Series 6 License, Series 63, Series 65, Microsoft Excel, Microsoft Office, PowerPoint, Management, Public Speaking, Social Media, Investments, Microsoft Word, Customer Service, Financial Analysis
Education
University of Illinois 2008 — 2012
BS, Political Science
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor, Political Science; Economics
After School Matters May 2015 - Present
Dimo’s Pizza March 2015 - Present
Asian House of Chicago Antiques February 2013 - December 2014
Spudnik Press (Gig Poster Project) August 2012 - December 2012
After School Matters Gallery 37 August 2012 - November 2012
Morningstar July 2008 - April 2012
University of Illinois at Chicago 2003 - 2010
After School Matters Gallery 37 October 2008 - December 2008
ArtScape Chicago August 2008 - December 2008
Skills
Photography, Layout, Illustration, Flash, Illustrator, User Experience, Drawing, Screen Printing, InDesign, Visual Communication, Analog Photography, Interaction Design, Graphics, Adobe Creative Suite, Photoshop, Digital Photography, Typography, Information Design, Screenprinting, Front-end, Ethnography, Corporate Design, Infographics, Art, Graphic Design, Logo Design, Art Direction, Web Design, Creative Direction, Posters, Advertising, Branding & Identity, Social Media, Corporate Identity
Education
Gallery 37 2000 — 2004
Fine Arts Apprentice, Photography, Screenprinting
University of Illinois at Chicago 2003 — 2010
Bachelor of Fine Arts (BFA), Graphic Design
University of Illinois at Chicago 2003 — 2010
Bachelor of Arts (BA), Social Anthropology
Hochschule für Gestaltung und Kunst – Luzern, Switzerland 2009 — 2009
International Student, Graphic Design
The Howard G. Buffett Foundation July 2013 - Present
Morningstar January 2013 - May 2013
Skills
Adobe Creative Suite, InDesign, Illustrator, Photoshop, Grid Systems, Layout, Book Design, Typography, Graphic Design, Flash Animation, Dreamweaver, Mac OS, WordPress, Information Design, Visual Communication, Branding & Identity, HTML, CSS Javascript, Java
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Graphic Design
WLHS
Morningstar July 2015 - Present
Alta Bicycle Share June 2014 - August 2014
Alta Bicycle Share December 2013 - January 2014
Divvy May 2013 - August 2013
Chicago Blackhawks June 2012 - August 2013
EXACT Sports May 2012 - August 2012
Skills
Leadership, Marketing, Community Service, Facebook, Microsoft Office, Time Management, Customer Service, Sports Marketing, Research, Public Speaking, Market Research, Pricing Strategy
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor’s Degree, Advertising, 3.55
Evanston Township High School 2007 — 2011
Morningstar November 2014 - Present
Morningstar January 2013 - November 2014
Skills
.NET, C#, ASP.NET MVC, ASP.NET, C++, Java, JavaScript, SQL, Microsoft SQL Server, Visual Studio, MySQL, LINQ, Smalltalk, XQuery, XPath, Eclipse, Qt Creator, C/C++ STL, Entity Framework, Razor, DevExpress Controls, DevExpress, Groovy, Morningstar Direct, jQuery
Education
University of Illinois at Chicago
Bachelor of Science (BS), Computer Science
Lake Forest College
Bachelor of Arts (BA), Economics, French, Magna Cum Laude
Flynn Wright June 2015 - Present
Self August 2011 - Present
Coldwell Banker September 2013 - May 2015
Best Buy November 2010 - September 2013
Morningstar December 2012 - June 2013
Marcus Theatres July 2007 - December 2010
Skills
HTML, CSS, Photoshop, InDesign, Illustrator, Photography, After Effects, Apple Certified, Logo Design, Typography, Mac, Dreamweaver, Web Design, Digital Photography, Flash, Marketing, Visual Communication, Final Cut Pro, Layout, Posters, Video Editing, Branding, Brand Development, PowerPoint, Social Media Marketing, CSS3, Motion Graphics, Sketching, OS X, Interaction Design, Event Planning, Drawing, Illustration, Brochures, Graphics, Graphic Design, Branding & Identity, Art Direction, Adobe Creative Suite
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
AlixPartners February 2013 - January 2015
GLG (Gerson Lehrman Group) December 2011 - January 2013
Royce & Associates May 2007 - November 2011
BNY Mellon September 2006 - May 2007
Morningstar December 2005 - August 2006
Rotary International November 2004 - August 2005
Hachette Filipacchi Media July 2003 - April 2004
AllianceBernstein February 2001 - April 2002
Skills
Creative Direction, Graphic Design, Adobe Creative Suite, User Experience, Concept Development, Creative Strategy, Corporate Identity, Illustrator, Team Building, Typography, InDesign, Branding & Identity, Art Direction, Web Design, Layout, Social Media, Marketing, Blogging, QuarkXPress, Art, Project Management, Information Architecture, Photography, Image Manipulation, Newsletters, Pre-press, Brochures, Email Marketing, Brand Development, Illustration
Education
University of Illinois at Chicago 1995 — 1997
Bachelor of Fine Arts (BFA), Graphic Design, 3.66 / 4.0
Goldman Sachs December 2014 - Present
Morningstar March 2014 - November 2014
University of Illinois at Urbana-Champaign September 2013 - December 2013
Wind Information June 2013 - August 2013
Alpha Education Institution May 2011 - June 2012
Skills
C++, R, Microsoft Office, Matlab, Quantitative Finance, Econometrics, Statistical Modeling, VBA, Optimization, Asset Allocation, Monte Carlo Simulation, Quantitative Analytics, Statistics
Education
University of Illinois at Urbana-Champaign 2012 — 2014
Master of Science (MS), Financial Engineering
Wuhan University 2008 — 2012
Bachelor of Science (BS), Financial Engineering
The Evanston Group October 2014 - Present
Freelance Marketing Professional July 2010 - Present
CEO Search Partners, Strategic Food Partners May 2013 - October 2014
Breathe Slim, Inc May 2012 - May 2013
The Get Company January 2010 - May 2010
Morningstar 2010 - 2010
Skills
Marketing Communications, Market Research, Leadership, Advertising, Customer Service, Marketing Research, Customer Relations, Microsoft Excel, Word, Team Leadership, Written Presentations, Product Marketing, Industry Research, Microsoft Word, Microsoft Office, Analysis, Recruiting, Talent Acquisition, Contract Recruitment, Applicant Tracking..., Sourcing, Contract Negotiation, Life Sciences, CPG Industry, Healthcare Information..., Information Technology, Interviews, Permanent Placement, Management
Education
University of Illinois at Chicago 2008 — 2011
Bachelor's degree, Marketing
lincoln park
International Bacalaurette Diploma
Levi Strauss & Co. 2005 - Present
Square Two Design 2004 - 2005
Freelancer / Designer 2002 - 2004
Morningstar 1999 - 2002
Museum of Contemporary Art 1997 - 1998
Skills
Art Direction, Photography, Packaging, Creative Development, Photo Shoots, Graphic Design, Corporate Identity, Adobe Creative Suite, InDesign, Photoshop, Web Design, User Interface Design, Typography, Advertising, Logos, Logo Design, Art, Creative Direction, Concept Development, Brochures, Branding & Identity, Visual Communication, Fashion, Brand Development, Layout, Illustrator, Editorial, Illustration, Mac, Posters, Image Manipulation, Fashion Design, Team Synergy
Education
University of Illinois at Chicago 1995 — 2000
Bachelor of Arts (B.A.), Design
Morningstar April 2012 - August 2012
Skills
Mandarin, SAS, Data Analysis, Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Finance, Derivatives, Financial Modeling, SAS programming, Statistics, Research, Microsoft Office, Market Research, Financial Accounting, Economics, Financial Reporting, Communication Skills, VBA, Cultural Diversity, Chinese culture, Analysis
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master's Degree, Management Finance, Risk Management Emphasis
University of Illinois at Chicago 2007 — 2011
Bachelor's Degree, Finance and Economic, Magna Cum Laude, 3.88
Charles River Development June 2014 - Present
Calypso Technology November 2012 - June 2014
Calypso Technology December 2011 - November 2012
Calypso Technology April 2011 - December 2011
Calypso Technology May 2006 - April 2011
Goldenberg Hehmeyer Trading Co Ltd March 2003 - February 2006
Morningstar September 2002 - March 2003
Skills
Calypso, Derivatives, Trading Systems, Interest Rate..., Fixed Income, Capital Markets, Business Analysis, Product Support, Market Data, Market Risk, FX Options, Trading, Middle Office, Swaps, Electronic Trading, Options, Process Improvement, Equity Derivatives, Financial Markets, Investment Banking, SWIFT payments, Collateral Management, Settlement, Equities, SDLC
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.A.
Homewood-Flossmoor 1991 — 1995
J.M. Rose Feed and Grain April 2013 - Present
Breakwater Trading October 2012 - February 2013
Group One Trading, LP February 2012 - September 2012
Morningstar January 2011 - February 2012
Skills
Microsoft Excel, Trading, Finance, Trading Strategies, Financial Analysis, Equities, Financial Modeling, Derivatives
Education
University of Illinois at Chicago 2008 — 2012
BA, Finance and Statistics
Morningstar December 2013 - Present
Shoplocal June 2012 - December 2013
ShopLocal May 2011 - June 2012
Amnesty International USA January 2011 - May 2011
Talagy March 2010 - May 2011
U.S. Census Bureau -- Census Coverage Management July 2010 - August 2010
Chicago Public Schools May 2006 - August 2008
Optimus May 2005 - August 2005
Skills
Editing, Critical Thinking, Microsoft Office, Social Media, Team Management, Team Leadership, Research, Salesforce.com, Data Analysis, Product Development, Strategic Planning, Adobe Creative Suite, Photoshop, Management, Analysis, Leadership
Education
University of Illinois at Chicago 2007 — 2010
B.A. Philosophy
American Management Association
Management
eVestment May 2009 - Present
Morningstar February 2008 - April 2009
ChannelAdvisor June 2007 - January 2008
Informa Invesment Solutions February 2006 - June 2007
Checkfree Investment Services January 1999 - February 2006
Merrill Lynch January 1998 - June 1998
Skills
Institutional Relations, Financial Technology, Product Marketing, Asset Allocation, Performance Attribution, Performance Measurement, Statistical Software, Web Analytics, Institutional Investors, Investment Advisory, Defined Benefit, International Sales, Global Business..., Technical Presentations, Custom Reporting, Investments, Asset Management, Hedge Funds, Mutual Funds, Client Service, Portfolio Management, New Business Development, Customer Relations, Salesforce.com, Negotiation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance
University of Georgia - Terry College of Business 1993 — 1997
BBA, Finance
Episcopal High School 1990 — 1993
Berkadia August 2013 - Present
University of Delaware October 2011 - February 2013
Morningstar May 2012 - August 2012
Busy B’s Cleaning May 2010 - September 2011
PA Headache and Pain Center June 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, Marketing, PowerPoint, Microsoft Word, Forecasting, Social Media, Analysis, Research
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Marketing
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Operations Management
Huge Zag Inc September 2013 - Present
EveryBlock September 2011 - February 2013
Leapfrog Online May 2008 - September 2012
Morningstar August 2005 - January 2008
Skills
Python, JavaScript, jQuery, PostgreSQL, Web Applications, Django, SQL, Git, Ruby, Mercurial, Subversion
Education
University of Illinois at Chicago 2002 — 2004
Master's, Computer Science
University of Illinois at Urbana-Champaign 1998 — 2000
Bachelor's, Math, Computer Science
Illinois Math and Science Academy 1995 — 1998
High School
Morningstar September 2014 - Present
Morningstar November 2013 - September 2014
Bertog Landscape Company October 2011 - November 2013
Skills
Contract Management, Process Scheduler, Contract Negotiation, Construction Management, Construction, Management, Strategic Planning, Operations Management, Microsoft Office, Business Development, Spanish, Customer Service, Account Management, Time Management, Financial Analysis, Balance Sheet Review, Hiring Employees, Program Management
Education
University of Illinois at Chicago 2009 — 2011
Bachelor of Arts (B.A.), Communication, General
CFA Institute
Beam, Inc. September 2012 - Present
Beam September 2011 - September 2012
Fortune Brands September 2009 - September 2011
McGladrey & Pullen, LLP September 2005 - August 2009
Morningstar February 2003 - April 2004
Skills
Auditing, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Internal Controls, Financial Analysis, Internal Audit, Accounting, Financial Statements, Financial Reporting, Account Reconciliation, Management, Budgets, Finance
Education
University of Illinois at Chicago 2000 — 2005
MSA, Accounting
Walgreens Health Services March 2007 - Present
Walgreens Co. E-Commerce May 2001 - March 2007
Centrax January 2001 - May 2001
Morningstar August 1999 - September 2000
Skills
Adobe Creative Suite, InDesign, Illustrator, Advertising, Web Design, Layout, Graphic Design, Flash, Typography, CSS
Education
University of Illinois at Chicago 1995 — 2001
BFA, Graphic Design
Morningstar April 2014 - Present
Green Dot Corporation March 2012 - April 2014
Loopt, Inc. February 2008 - March 2012
Motorola, Inc. October 2005 - May 2007
Motorola, Inc. January 2001 - October 2005
Skills
Software Quality..., Integration, Quality Assurance, Mobile Testing, Exploratory Testing, Agile Methodologies, Management, Test Automation, SDLC, Test Cases, Test Planning, Performance Testing, User Acceptance Testing, Test Strategy, System Testing, Test Management, Regression Testing, Testing
Education
University of Illinois at Urbana-Champaign 1996 — 2001
B.S., Statistics w/ Computer Science minor
Morningstar March 2013 - Present
Ibbotson Associates August 2006 - March 2013
Morningstar Associates August 2003 - August 2006
Morningstar Online Advice May 2000 - August 2003
Argonne National Lab. & NIU May 1997 - April 2000
Skills
Portfolio Management, Risk Management, Monte Carlo Simulation, VAR, Asset Allocation, Quantitative Analytics, Equities, Asset Managment, Investment Strategies, Portfolio Optimization, Investments, Financial Modeling, Alternative Investments, Hedge Funds, Financial Markets
Education
University of Houston 1992 — 1996
Ph.D, Physics
Chinese Academy, Institute of Plasma Physics 1989 — 1992
M.S. Candidate, Superconductor Physics
Wuhan University 1985 — 1989
B.S., Physics
Morningstar September 2015 - Present
Morningstar, Inc. August 2013 - September 2015
Morningstar, Inc. February 2008 - August 2013
Morningstar, Inc. January 2007 - February 2008
Vanguard June 2005 - December 2006
ING DIRECT April 2004 - May 2005
Skills
Indexing, Scrum, ETFs, Product Management, Investment Research, Asset Management, Equities, Alternative Investments, Financial Risk, Fixed Income, Mutual Funds, Financial Services, Portfolio Management, Investment Management, Finance, Wealth Management, Investment Strategies, Investment Advisory, Hedge Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Morningstar October 2010 - Present
To The Wall Creative January 2007 - Present
Morningstar January 2006 - August 2011
Morningstar January 2006 - December 2010
Morningstar August 2003 - December 2005
Morningstar August 2001 - September 2003
Skills
Data Analysis, Quality Assurance, Project Management, Software Project..., Process Improvement, Requirements Analysis, Leadership, Customer focus, Quality Control, Project Planning, Desktop client services, Business-specific..., Research, Business Analysis, Morningstar Direct, Scrum, Team Building, Software Quality..., SAML 2.0, Morningstar Advisor..., CRM, Financial Services, Morningstar Office, Product Management, XML Schema, Agile & Waterfall..., Sprint Planning, CRM Integration, Product Knowledge, Music Production, Music Performance, Sound Editing, Sound Mixing, Video Editing, Digital Media
Education
University of Illinois at Chicago 1995 — 2000
Bachelors of Science, IDS/MIS - Information and Decision Sciences/Management Information Systems/Computer Science
University of Illinois at Chicago 1995 — 2000
Bachelors of Science, Marketing
University of Illinois at Chicago 1999 — 2000
Certificate of Entrepreneurial Studies, Business Administration
Siegel & Gale January 2000 - September 2002
Morningstar April 1996 - January 1999
Skills
Information Design
Education
University of Illinois at Urbana-Champaign 1990 — 1995
Harris Bank January 2004 - Present
Morningstar May 2002 - December 2003
Arthur Andersen June 2000 - May 2002
Skills
Finance, Financial Analysis, Financial Services, Portfolio Management, Banking, Financial Modeling, Risk Management, Strategy, Credit Analysis, Credit
Education
University of Illinois at Urbana-Champaign 1996 — 2000
B.S., Finance
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS in Finance, Finance, Economics
Morningstar August 2013 - Present
Protiviti January 2010 - July 2013
Protiviti July 2007 - December 2009
PAK International Marble Supply 2006 - 2006
Skills
SOX, Internal Audit, Internal Controls, Audit, Auditing, Financial Analysis, Accounting, Sarbanes-Oxley Act, Sarbanes-Oxley
Education
University of Dayton 2002 — 2007
BSBA MBA, Accounting
Morningstar October 2013 - Present
Morgan Stanley Wealth Management April 2013 - October 2013
Morningstar August 2011 - September 2012
Morningstar January 2009 - August 2011
Morningstar, Inc. June 2004 - January 2009
Great American Insurance October 2002 - June 2004
Skills
Equity Research, Relationship Management, DCF Valuation, Financial Analysis, Equity Valuation, Investment Strategies, Due Diligence, Sales, Investor Relations, Institutional Investors, Conference Coordination, Investments, Investment Advisory, Growth Investing, Value Investing, Equities, Institutional..., Financial Modeling, Series 7, Mutual Funds, Bloomberg, Hedge Funds, Asset Allocation, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance and Economics
GMAC-ResCap November 2006 - Present
U.S. Bank Corp February 2003 - November 2006
Morningstar 2000 - 2003
Skills
Capital Markets, Trading, Financial Modeling, Financial Services, Mortgage Lending, Portfolio Management, Valuation, Loans, Securitization, Credit Analysis, Fixed Income, Credit Risk, MBS, Risk Management
Education
University of Illinois at Chicago
Morningstar August 2015 - Present
Freelance 2013 - 2015
Lipman Hearne 1997 - 2013
Education
University of Illinois at Chicago 1994 — 1997
Diamond Marketing Solutions December 2011 - Present
Morningstar September 2007 - September 2011
JDA eHealth September 2006 - September 2007
Cypress Systems Consulting 2001 - 2006
Insight Marketing 1990 - 2000
Skills
ASP.NET, Agile Methodologies, Business Analysis, C#, Data Analysis, Databases, Microsoft SQL Server, Process Improvement, SDLC, SQL, Software Development, XML
Education
University of Illinois at Urbana-Champaign 1984 — 1988
RedMane Technology Application Developer/Asst.Network AnalystUniversity of Illinois at ChicagoAugust 2006 - October 2007
Morningstar August 2005 - January 2006
Skills
SDLC, Requirements Gathering, SQL, Technical Analysis, .NET, Business Analysis, Microsoft Certified..., Requirements Analysis, Software Development, Java, Business Intelligence, XML, Java Enterprise Edition, Microsoft SQL Server, DB2, Leading Development..., Functional...
Education
University of Illinois at Chicago
Morningstar September 2012 - Present
Skills
Information Design, Experience Design, Typography, User Experience, Adobe Creative Suite, Interaction Design, Art Direction, Graphic Design, User Experience Design, Logo Design, Visual Communication, User Interface Design, Asset Managment, Mobile Design, User-centered Design, Information Architecture, Design Strategy, Product Management, Wireframes, Product Development, Branding & Identity, Web Design, Layout, Book Design
Education
University of Illinois at Chicago 1991 — 1997
BFA, Graphic Design
Morningstar July 2012 - Present
Morningstar August 2010 - July 2012
Morningstar March 2008 - August 2010
Morningstar May 2006 - October 2007
Aquent 2004 - 2006
Skills
Relationship Management, Product Marketing, Marketing Communications, Marketing Strategy, Digital Marketing, Sales Presentations, Email Marketing, Market Research, Competitive Analysis, Brand Management, Business Development, Financial Services, Training, Business Strategy, Marketing, Asset Management, Morningstar Direct, Marketing Management
Education
University of Illinois at Chicago 2001 — 2004
Bachelor of Arts (B.A.), Communications and French
INSTITUT AMÉRICAIN UNIVERSITAIRE 2001 — 2002
Morningstar August 2000 - Present
Metamor Technologies January 1996 - August 2000
Skills
Database Design, T-SQL, SQL, Databases, Microsoft SQL Server, SSIS, ETL, C#, SDLC, Data Modeling, Business Intelligence, Data Warehousing, Software Development, SSRS, Database Administration, Agile Methodologies
Education
University of Illinois at Urbana-Champaign 1991 — 1995
Bachelor's, Aeronautical and Astronautical Engineering
Fenwick HS 1987 — 1991
NOAA Corps 2010 - 2012
Morningstar 2008 - 2010
Fitch Ratings 2006 - 2008
Skills
Financial Modeling, Analysis, Renewable Energy, Financial Analysis, Investments, Inspection, Command, Training, Microsoft Office, Engineering, Asset Management, Economics, Data Analysis, Program Management, SQL, Marine Operations, Deck Watch Officer, Database Management, Research
Education
University of Illinois at Chicago 2005 — 2008
B.S.
US Coast Guard Academy 2003 — 2005
N/A
Morningstar 2007 - Present
Morningstar 2004 - 2007
Morningstar, Inc. 2000 - 2004
MasterChart, Inc 1996 - 2000
Education
University of Illinois at Chicago 1993 — 1995
Master of Science (MS), Mathematics and Computer Science
Pertrac Financial Solutions October 2007 - Present
Morningstar September 2002 - October 2007
Thomson Financial August 1998 - July 2002
Education
University of Haifa 1984 — 1987
Bs, Political Sciense and Solciology
Foodmix 2006 - Present
Morningstar 2002 - 2004
VSA Partners, Inc. 2000 - 2002
Skills
Art Direction, Advertising, Integrated Marketing, Creative Direction, Creative Campaign..., Graphic Design, Online Advertising, Web Design, Logo Design, Promotions, Facebook Marketing, Concept Development, User Experience, Visual Design, Typography, Interaction Design, Layout
Education
University of Illinois at Chicago 1996 — 2000
BFA, Graphic Design
California Baby May 2014 - Present
Freelance June 2010 - Present
American Film Institute October 2013 - November 2013
The Park/Kim Wedding February 2012 - June 2012
University of Illinois at Chicago June 2009 - June 2010
Morningstar June 2007 - May 2009
Skills
Web Interface Design, Typography, Information Design, Graphic Design, User Experience Design, HTML, CSS, Logo Design, Information Architecture, Branding & Identity, User Interface, Graphics, Advertising
Education
University of Illinois at Chicago 2005 — 2009
BFA, Graphic Design
Devbridge Group May 2015 - Present
PEAK6 Investments LP January 2014 - May 2015
PEAK6 Investments LP March 2010 - December 2013
Creative Circle 2008 - 2010
Morningstar 2007 - 2008
Skills
Interaction Design, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Photoshop, Dreamweaver, Email Marketing, Email Newsletter Design, Front-end Coding, HTML emails, HTML, CSS, Microsoft Office, Logo Design, Art Direction, Web Design, User Interface Design
Education
University of Illinois at Chicago 2005 — 2009
Bachelor of Fine Arts (BFA), Graphic Design
Cobius Healthcare Solutions May 2005 - Present
University of Illinois at Chicago September 2003 - May 2005
McKesson Health IT January 2001 - August 2003
XOR, LLC December 1998 - January 2001
Morningstar January 1996 - December 1998
Skills
Microsoft SQL Server, SQL, ASP.NET, C#, Web Services, JavaScript, SharePoint, WCF, LINQ, Visual Studio, .NET, ASP.NET MVC, T-SQL, VB.NET, WPF, ADO.NET, TFS, AJAX, OOP, XML, Design Patterns, Object Oriented Design, Java
Education
University of Illinois at Chicago 1994 — 1996
Master of Science (MS), Math/Computer Science
Xi'an Jiaotong University 1986 — 1990
Bachelor of Engineering (BE), Electrical and Electronics Engineering
Morningstar April 2008 - Present
FTI Consulting June 2005 - March 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Asset Management, Mergers & Acquisitions, Finance, Equities, Private Equity, Analysis
Education
University of Illinois at Chicago
Bachelor of Science, Finance
McGladrey September 2005 - Present
CBIZ January 2005 - March 2005
Hyatt Hotels Corporation May 2004 - August 2004
Plante & Moran, PLLC January 2004 - March 2004
Morningstar June 2003 - December 2003
Skills
GAAP, Accounting, Financial Reporting, Internal Controls, Auditing, US GAAP, CPA, Financial Accounting, Assurance, General Ledger, Financial Analysis, Revenue Recognition, Financial Statements, Cost Accounting, Accounting Research
Education
University of Illinois at Chicago 2000 — 2005
Bachelor
Susquehanna Bank June 2014 - Present
Ally Financial Inc. October 2012 - June 2014
Morningstar April 2010 - October 2012
Moody's Analytics August 2006 - April 2010
Delaware Importers, LLC March 2005 - August 2006
University of Delaware September 2003 - December 2004
University College Dublin January 2004 - May 2004
Skills
Macroeconomics, Statistics, Economics, Industry Analysis, Econometrics, Quantitative Research, Qualitative Research, Statistical Modeling
Education
University of Delaware
Master of Arts, Economics
University of Delaware
Bachelor of Science, Economics; Applied Economics
Horizon Pharma plc December 2014 - Present
Miller, Cooper & Co., Ltd. July 2014 - December 2014
Deloitte Tax, LLP January 2011 - December 2013
Plante & Moran, PLLC August 2006 - December 2010
Morningstar February 2003 - June 2006
Skills
Accounting, CPA, Corporate Tax, Tax, Tax Preparation
Education
University of Illinois at Chicago 2000 — 2006
BS, Accounting
Morningstar July 2011 - June 2013
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Science (MS), Accountancy
University of Illinois at Urbana-Champaign - College of Business 2009 — 2010
Master of Science (MS), Finance
BMO Capital Markets September 2015 - Present
Crédit Agricole CIB May 2013 - September 2015
University of Illinois at Chicago Campus Housing August 2010 - May 2013
UIC Finance and Investment Group May 2009 - May 2013
Morningstar January 2012 - October 2012
Renaissance Capital Group January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Morningstar September 2006 - Present
First Bank January 2004 - September 2006
Mizuho Corporate Bank September 1998 - March 2003
Skills
Equities, Valuation, Investments, Financial Modeling, Fixed Income, Equity Research, Capital Markets, Commercial Lending, Credit Analysis, Equity Valuation, Loans, Financial Services, Credit
Education
University of Illinois at Urbana-Champaign 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Madison 1990 — 1994
BBA, Finance, General
Leslie Hindman Auctioneers May 2011 - Present
N/A- Freelance September 2010 - Present
ACM SIGGRAPH August 2008 - December 2010
University of Illinois at Chicago February 2009 - May 2010
Asian American Resource and Cultural Center January 2007 - May 2010
Morningstar June 2009 - August 2009
Marketing Werks August 2008 - August 2008
Asian American Resource and Cultural Center August 2007 - August 2008
Skills
Maya, Illustrator, Flash, Dreamweaver, After Effects, InDesign, CSS, Layout, HTML, Concept Design, Newsletters, MySQL, XML, jQuery, Animation, Adobe Creative Suite, Computer Animation, Storyboarding
Education
University of Illinois at Chicago 2006 — 2010
BFA, Electronic Visualization
Morningstar August 2006 - Present
La Petite Academy June 2002 - August 2006
Mack & Associates, LTD June 1998 - June 2002
Skills
Analytics, Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Financial Services, Project Planning, Segmentation, Email Marketing, Direct Marketing, Online Advertising, Morningstar Direct, Product Management
Education
University of Illinois at Chicago 1993 — 1998
Bachelor's degree, Accounting
US Railroad Retirement Board October 2010 - Present
US Railroad Retirement Board August 2009 - October 2010
Morningstar May 2008 - August 2008
Skills
Visual Basic, JavaScript, Excel, SQL, ADODB
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science, Economics
Maribis June 2015 - Present
Canna Containers May 2015 - Present
Mindful Colorado July 2014 - April 2015
Mindful Colorado March 2014 - July 2014
Morningstar July 2013 - September 2013
Gerson Lehrman Group February 2012 - February 2013
Gerson Lehrman Group July 2011 - January 2012
Stepan Company May 2010 - August 2010
Education
University of Illinois at Urbana-Champaign 2007 — 2011
B.S.
University of East Anglia 2010 — 2010
New Trier Township High School 2003 — 2007
Morningstar November 2013 - June 2015
Morningstar April 2013 - November 2013
Aerotek June 2012 - April 2013
University of Illinois at Urbana-Champaign May 2011 - May 2012
Banana Republic August 2009 - December 2011
The Women's Center Inc June 2008 - July 2011
Sandberg Phoenix & von Gontard P.C. June 2010 - August 2010
Skills
Spanish, Hindi, Microsoft Office, Teamwork, Customer Service, Recruiting, Time Management, PowerPoint, Public Relations, Social Networking
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Psychology, Communication and Business
Morningstar October 2010 - Present
Morningstar October 2007 - October 2010
Morningstar October 2000 - October 2007
Preston Publications 1998 - 2000
Bagby and Company 1997 - 1998
Skills
Information Design, Visual Communication, Graphic Design, Typography, Magazines, Magazine Design, Magazine Layout Design, Art Direction, User Interaction, Logo Design, Icon Design, InDesign, Mobile Design, Branding & Identity, Experience Design, Interaction Design, Graphics, Layout, User Experience Design, User Experience, Brochures, Adobe Creative Suite, Advertising, Concept Development, Marketing, Newsletters, Illustrator
Education
University of Illinois at Chicago 1993 — 1997
Bachelor's, Graphic & Industrial Design
University of Illinois at Chicago
ALSAC/St. Jude Children's Research Hospital October 2014 - Present
Creatures of The Wind May 2011 - December 2014
Morningstar March 2014 - September 2014
Morningstar May 2013 - March 2014
Morningstar April 2009 - May 2013
Morningstar May 2007 - April 2009
Skills
User-centered Design, Visual Communication, User Interface Design, User Experience, Interaction Design, Adobe Creative Suite, Fashion, Visual Storytelling, Design Strategy, Human-centered Design, Art Direction, Data Visualization, Typography, Process Improvement, Information Design, Layout, Branding & Identity
Education
University of Illinois at Chicago
Bachelor of Fine Arts (B.F.A.), Graphic Design
Hochschule Luzern
Design
Morningstar September 2014 - Present
Morningstar August 2013 - September 2014
Henry Crown & Co - Longview Asset Management 2010 - 2011
Kraft Foods 2007 - 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Financial Statement..., Market Research, Strategic Financial..., Competitive Analysis, Investments, Financial Planning, Economics, Morningstar, CRM
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master's degree, Finance
Vanderbilt University 2007 — 2011
Bachelor's degree, Economics and History
Deloitte June 2014 - Present
DayNine Consulting, Inc. November 2012 - June 2014
Morningstar December 2007 - October 2012
Morningstar April 2003 - December 2007
Morningstar September 2000 - April 2003
ADP September 1997 - September 2000
Skills
Equities, Fixed Income, Mutual Funds, Portfolio Management, Market Data, Financial Markets, Product Management, Financial Services, Investments, Investment Strategies, Business Analysis, Product Development
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Finance
Morningstar July 2012 - Present
Morningstar July 2009 - June 2012
Ritz Camera & Image August 2004 - December 2008
Skills
Adobe Creative Suite, Microsoft Office, Photography, Sculpture, Painting, Drawing, InDesign, Illustrator, Graphic Design, Book Design, Illustration, Visual Communication, Logo Design, Typography, Web Design, Photoshop
Education
University of Illinois at Chicago 2008 — 2012
Bachelor of Fine Arts (BFA), Graphic Design, 3.82
Wheaton North High School