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
Jennifer Du Jennifer Du's Morningstar Experience July 2015 - Present
Job
Industry Financial Services
Experience
Morningstar July 2015 - Present
University of Michigan May 2013 - May 2014
University of Michigan August 2011 - April 2013
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Science, Management
University of Michigan 2009 — 2013
Bachelor's Degree, Cellular and Molecular Biology
Morningstar July 2015 - Present
University of Michigan May 2013 - May 2014
University of Michigan August 2011 - April 2013
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Science, Management
University of Michigan 2009 — 2013
Bachelor's Degree, Cellular and Molecular Biology
Matthew Recker Matthew Recker's Morningstar Experience May 2014 - July 2014
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Maize and Blue Fund October 2014 - Present
Pi Kappa Phi Fraternity January 2014 - January 2015
Morningstar May 2014 - July 2014
Stout Risius Ross August 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration
Orchard Lake St. Mary's Prep 2008 — 2012
Graduated Summa Cum Laude
Wells Fargo Securities June 2015 - Present
Maize and Blue Fund October 2014 - Present
Pi Kappa Phi Fraternity January 2014 - January 2015
Morningstar May 2014 - July 2014
Stout Risius Ross August 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration
Orchard Lake St. Mary's Prep 2008 — 2012
Graduated Summa Cum Laude
Pat Regnier's Morningstar Experience 1994 - 1997
Job Assistant managing editor at Money magazine
Industry Writing and Editing
Experience
Money Magazine, Time Inc. 2008 - Present
St. Joseph's College January 2014 - June 2014
Money Magazine 2002 - 2008
Time Magazine January 2001 - August 2002
Money Magazine August 1997 - December 2000
Morningstar 1994 - 1997
Skills
Writing, Journalism, Business Journalism, Editing, Editorial, Publications, Magazines, Online Publishing, Storytelling, Web Content, Feature Articles, Blogging, Online Journalism, Fact-checking
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BS, journalism
Money Magazine, Time Inc. 2008 - Present
St. Joseph's College January 2014 - June 2014
Money Magazine 2002 - 2008
Time Magazine January 2001 - August 2002
Money Magazine August 1997 - December 2000
Morningstar 1994 - 1997
Skills
Writing, Journalism, Business Journalism, Editing, Editorial, Publications, Magazines, Online Publishing, Storytelling, Web Content, Feature Articles, Blogging, Online Journalism, Fact-checking
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BS, journalism
Sebastian Seith's Morningstar Experience May 2006 - August 2008
Job Software Engineer at Networked Insights
Industry Financial Services
Experience
Networked Insights April 2013 - Present
Morningstar Inc July 2009 - March 2013
Morningstar May 2006 - August 2008
College Works Painting January 2005 - September 2005
Skills
Python, Java, C++, SQL, Lean Six Sigma, Databases, PHP, JavaScript, Matlab, Testing, XML, Software Development, Software Engineering, Project Management, Agile Methodologies, Visual Studio, Web Services, Eclipse, Linux, C, AJAX, Distributed Systems, C#, HTML, Data Mining, Software Project..., Subversion, Software Design, .NET, Git
Education
University of Illinois at Urbana-Champaign 2008 — 2009
MS, Computer Science
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Computer Science
Networked Insights April 2013 - Present
Morningstar Inc July 2009 - March 2013
Morningstar May 2006 - August 2008
College Works Painting January 2005 - September 2005
Skills
Python, Java, C++, SQL, Lean Six Sigma, Databases, PHP, JavaScript, Matlab, Testing, XML, Software Development, Software Engineering, Project Management, Agile Methodologies, Visual Studio, Web Services, Eclipse, Linux, C, AJAX, Distributed Systems, C#, HTML, Data Mining, Software Project..., Subversion, Software Design, .NET, Git
Education
University of Illinois at Urbana-Champaign 2008 — 2009
MS, Computer Science
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Computer Science
Carolyn Gilbert's Morningstar Experience July 2013 - April 2014
Job Internal Sales Consultant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management April 2014 - Present
Morningstar July 2013 - April 2014
Morningstar September 2012 - July 2013
Morningstar March 2012 - September 2012
Groupon June 2011 - March 2012
Illini Media March 2010 - March 2011
Illini Media May 2009 - March 2010
Skills
Online Advertising, Management, Sales Management, Sales, Selling, Social Media Marketing, Account Management, Salesforce.com, Digital Marketing, Social Networking, Event Management, Advertising Sales, Facebook, Morningstar Direct, Morningstar, Advertising, Online Marketing, Email Marketing, Cold Calling
Education
University of Illinois at Urbana-Champaign 2007 — 2011
B.A., Communication and English
Deutsche Asset & Wealth Management April 2014 - Present
Morningstar July 2013 - April 2014
Morningstar September 2012 - July 2013
Morningstar March 2012 - September 2012
Groupon June 2011 - March 2012
Illini Media March 2010 - March 2011
Illini Media May 2009 - March 2010
Skills
Online Advertising, Management, Sales Management, Sales, Selling, Social Media Marketing, Account Management, Salesforce.com, Digital Marketing, Social Networking, Event Management, Advertising Sales, Facebook, Morningstar Direct, Morningstar, Advertising, Online Marketing, Email Marketing, Cold Calling
Education
University of Illinois at Urbana-Champaign 2007 — 2011
B.A., Communication and English
Marissa Barker's Morningstar Experience July 2013 - Present
Job Tax Accountant
Industry Accounting
Experience
Morningstar July 2013 - Present
CME Group (Chicago Mercantile Exchange/CBOT/NYMEX) 2008 - July 2013
Northern Trust September 2006 - October 2008
Deloitte 2005 - 2005
Hyatt Hotels Corporation 2000 - 2000
Skills
Sales & Use Tax, Sales Tax, State Tax, Corporate Tax, Income Tax, Use Tax, FAS 5, Indirect Taxation, VAT, Transaction Tax, Multi-State Sales Tax, Vertex, Sabrix, Sales, Business License, Auditing, Tax Accounting, Tax Preparation, Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
MST, Taxation
IPT
Morningstar July 2013 - Present
CME Group (Chicago Mercantile Exchange/CBOT/NYMEX) 2008 - July 2013
Northern Trust September 2006 - October 2008
Deloitte 2005 - 2005
Hyatt Hotels Corporation 2000 - 2000
Skills
Sales & Use Tax, Sales Tax, State Tax, Corporate Tax, Income Tax, Use Tax, FAS 5, Indirect Taxation, VAT, Transaction Tax, Multi-State Sales Tax, Vertex, Sabrix, Sales, Business License, Auditing, Tax Accounting, Tax Preparation, Tax Research, Tax
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
MST, Taxation
IPT
Elizabeth Foos Elizabeth Foos's Morningstar Experience July 2014 - Present
Job Senior Analyst, Manager Reseach at Morningstar
Industry Financial Services
Experience
Morningstar July 2014 - Present
Morningstar September 2011 - July 2014
Moody's Investors Service June 2004 - September 2011
Michigan Municipal League 2001 - 2004
Time Inc. 1997 - 2000
Teach for America 1995 - 1997
Skills
Project Management, Marketing, Public Policy, Public Finance, Analysis, Policy Analysis, Credit, Management, Fixed Income, Financial Modeling, Economics, Budgets, Bonds
Education
University of Michigan 2000 — 2002
M.P.P, Public Policy
University of Michigan 1991 — 1995
B.A., Political Science
Morningstar July 2014 - Present
Morningstar September 2011 - July 2014
Moody's Investors Service June 2004 - September 2011
Michigan Municipal League 2001 - 2004
Time Inc. 1997 - 2000
Teach for America 1995 - 1997
Skills
Project Management, Marketing, Public Policy, Public Finance, Analysis, Policy Analysis, Credit, Management, Fixed Income, Financial Modeling, Economics, Budgets, Bonds
Education
University of Michigan 2000 — 2002
M.P.P, Public Policy
University of Michigan 1991 — 1995
B.A., Political Science
Monte Spiers Monte Spiers's Morningstar Experience April 2015 - July 2015
Job Data Analyst, Private Funds at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - July 2015
Morningstar May 2014 - April 2015
Enterprise Holdings May 2013 - August 2013
Olympia Media Group/The Odyssey Iowa May 2012 - August 2012
The University of Iowa Surplus May 2012 - August 2012
Gerber Realty and Management June 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Organization, Management, Marketing, Twitter, Finance, Project Management, Facebook, Human Resources, offic, Sales Management, Social Networking, Leadership, PowerPoint, Social Media, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Morningstar April 2015 - July 2015
Morningstar May 2014 - April 2015
Enterprise Holdings May 2013 - August 2013
Olympia Media Group/The Odyssey Iowa May 2012 - August 2012
The University of Iowa Surplus May 2012 - August 2012
Gerber Realty and Management June 2010 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Organization, Management, Marketing, Twitter, Finance, Project Management, Facebook, Human Resources, offic, Sales Management, Social Networking, Leadership, PowerPoint, Social Media, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Ruby Liu's Morningstar Experience April 2015 - Present
Job Data Analyst, Equity Data Operations at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar July 2014 - April 2015
University of Michigan Ross School of Business August 2012 - April 2014
Ideel Inc (a Groupon company) June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Ross School of Business 2010 - 2011
Lake Trust Credit Union 2008 - 2010
Skills
Financial Analysis, Mandarin, PowerPoint, Research, Microsoft Excel, Economics, Financial Modeling, Market Research, Marketing, Finance, SPSS, Teamwork, Statistics, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Emphasis in Finance and Marketing, Minor in Chinese Language and Culture
Morningstar April 2015 - Present
Morningstar July 2014 - April 2015
University of Michigan Ross School of Business August 2012 - April 2014
Ideel Inc (a Groupon company) June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
University of Michigan Ross School of Business 2010 - 2011
Lake Trust Credit Union 2008 - 2010
Skills
Financial Analysis, Mandarin, PowerPoint, Research, Microsoft Excel, Economics, Financial Modeling, Market Research, Marketing, Finance, SPSS, Teamwork, Statistics, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Emphasis in Finance and Marketing, Minor in Chinese Language and Culture
Madeline Hume's Morningstar Experience January 2014 - January 2014
Job Operations Coordinator at Teach For America
Industry
Experience
University of Illinois at Urbana-Champaign August 2013 - Present
Arlington International Racecourse May 2014 - Present
Teach For America April 2015 - August 2015
InterCall June 2014 - August 2014
Morningstar January 2014 - January 2014
Methode Electronics June 2013 - August 2013
BIGGBY COFFEE May 2012 - October 2012
Skills
Customer Service, Leadership, Project Management, Inventory Management, Research, 6 years of Spanish, Outlook, Solution Selling, Unified Communications, Salesforce.com, Process Improvement, Product Development, Telecommunications, Nonprofits, Cross-functional Team..., Fundraising, Time Management, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2017
Bachelor of Science (B.Sc.), Finance, Junior
Rolling Meadows High School 2009 — 2013
University of Illinois at Urbana-Champaign August 2013 - Present
Arlington International Racecourse May 2014 - Present
Teach For America April 2015 - August 2015
InterCall June 2014 - August 2014
Morningstar January 2014 - January 2014
Methode Electronics June 2013 - August 2013
BIGGBY COFFEE May 2012 - October 2012
Skills
Customer Service, Leadership, Project Management, Inventory Management, Research, 6 years of Spanish, Outlook, Solution Selling, Unified Communications, Salesforce.com, Process Improvement, Product Development, Telecommunications, Nonprofits, Cross-functional Team..., Fundraising, Time Management, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Illinois at Urbana-Champaign - College of Business 2013 — 2017
Bachelor of Science (B.Sc.), Finance, Junior
Rolling Meadows High School 2009 — 2013
Matt Weiss's Morningstar Experience May 2015 - Present
Job Associate Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
DHR International June 2014 - August 2014
Venture One Real Estate July 2013 - August 2013
Recovery on Water (R.O.W.) June 2013 - August 2013
Westmoreland Country Club May 2011 - August 2013
Skills
Teamwork, Public Speaking, Critical Thinking, Intrapersonal Skills, Team Leadership, Event Planning, Research, Recruiting, Microsoft Excel, Management, Leadership, Data Analysis, Social Networking, Social Media, PowerPoint, Customer Service
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Organizational Psychology
Latin School of Chicago 1997 — 2011
High School Diploma
Morningstar May 2015 - Present
DHR International June 2014 - August 2014
Venture One Real Estate July 2013 - August 2013
Recovery on Water (R.O.W.) June 2013 - August 2013
Westmoreland Country Club May 2011 - August 2013
Skills
Teamwork, Public Speaking, Critical Thinking, Intrapersonal Skills, Team Leadership, Event Planning, Research, Recruiting, Microsoft Excel, Management, Leadership, Data Analysis, Social Networking, Social Media, PowerPoint, Customer Service
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Organizational Psychology
Latin School of Chicago 1997 — 2011
High School Diploma
Tiffany Sellman Tiffany Sellman's Morningstar Experience March 2008 - November 2014
Job Sr. HR Business Partner at PEAK6 Investments
Industry Financial Services
Experience
PEAK6 Investments December 2014 - Present
Morningstar March 2008 - November 2014
JPMorganChase 2002 - 2008
PricewaterhouseCoopers June 2000 - September 2002
Skills
Onboarding, Employee Engagement, Talent Management, Performance Management, Human Resources, Talent Acquisition, HRIS, Personnel Management, HR Policies, Succession Planning, Employee Relations, HR Consulting, Employee Benefits, Recruiting, Interviews, College Recruiting, Organizational..., Organizational Design, Internet Recruiting, Organizational..., Executive Search, Applicant Tracking..., Sourcing, Employee Training, Employment Law, New Hire Orientations, Resume Writing, Morningstar Direct, Recruitment Advertising
Education
University of Iowa 1996 — 2000
Bachelor of Arts (BA), Psychology
Hinsdale Central High School 1992 — 1996
PEAK6 Investments December 2014 - Present
Morningstar March 2008 - November 2014
JPMorganChase 2002 - 2008
PricewaterhouseCoopers June 2000 - September 2002
Skills
Onboarding, Employee Engagement, Talent Management, Performance Management, Human Resources, Talent Acquisition, HRIS, Personnel Management, HR Policies, Succession Planning, Employee Relations, HR Consulting, Employee Benefits, Recruiting, Interviews, College Recruiting, Organizational..., Organizational Design, Internet Recruiting, Organizational..., Executive Search, Applicant Tracking..., Sourcing, Employee Training, Employment Law, New Hire Orientations, Resume Writing, Morningstar Direct, Recruitment Advertising
Education
University of Iowa 1996 — 2000
Bachelor of Arts (BA), Psychology
Hinsdale Central High School 1992 — 1996
Steven Daar's Morningstar Experience May 2009 - August 2009
Job Conversion Optimization Founder of Conversion For Good | Author of Profit Hacking
Industry Marketing and Advertising
Experience
Conversion For Good March 2014 - Present
Teachers Retirement Help October 2010 - October 2014
Rise Interactive December 2012 - February 2014
AXA Advisors July 2010 - September 2010
Morningstar May 2009 - August 2009
Skills
Conversion Optimization, Google Analytics, Online Marketing, Blogging, Facebook, Online Publishing, Entrepreneurship, Lead Generation, Google Adwords, Investments, User Experience Testing, Survey Research, Online Survey Design, A/B Testing, Conversion Rate
Education
ConversionXL Conversion Optimization Course 2014 — 2014
ConversionXL Certificate In Conversion Optimization
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor, Finance
Conversion For Good March 2014 - Present
Teachers Retirement Help October 2010 - October 2014
Rise Interactive December 2012 - February 2014
AXA Advisors July 2010 - September 2010
Morningstar May 2009 - August 2009
Skills
Conversion Optimization, Google Analytics, Online Marketing, Blogging, Facebook, Online Publishing, Entrepreneurship, Lead Generation, Google Adwords, Investments, User Experience Testing, Survey Research, Online Survey Design, A/B Testing, Conversion Rate
Education
ConversionXL Conversion Optimization Course 2014 — 2014
ConversionXL Certificate In Conversion Optimization
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor, Finance
Matt Gillespie's Morningstar Experience 1992 - 1994
Job Technology Writer, Researcher, and Analyst
Industry Information Technology and Services
Experience
Magleaf Inc (a one-man show) 2002 - Present
Intel Corporation 2005 - 2006
Intel Corporation 2001 - 2002
California Federal Bank 1996 - 2001
University of California Center for Neuroscience 1994 - 1996
Morningstar 1992 - 1994
Skills
Web Content, Technical Writing, Editing, Technical Documentation, Manuals, Web Design, Competitive Intelligence, Competitive Analysis
Education
University of Illinois at Urbana-Champaign
BA with High Distinction, English
Magleaf Inc (a one-man show) 2002 - Present
Intel Corporation 2005 - 2006
Intel Corporation 2001 - 2002
California Federal Bank 1996 - 2001
University of California Center for Neuroscience 1994 - 1996
Morningstar 1992 - 1994
Skills
Web Content, Technical Writing, Editing, Technical Documentation, Manuals, Web Design, Competitive Intelligence, Competitive Analysis
Education
University of Illinois at Urbana-Champaign
BA with High Distinction, English
Caitlin Urbain's Morningstar Experience July 2012 - October 2013
Job Business Solutions Consultant at Health Care Service Corporation
Industry Hospital & Health Care
Experience
Health Care Service Corporation April 2015 - Present
Health Care Service Corporation November 2013 - March 2015
Morningstar July 2012 - October 2013
Rolfs Sports Recreation Center August 2008 - May 2012
Easy-Ware Corporation May 2009 - August 2011
Little Friends: Krejci Academy June 2011 - July 2011
Misericordia May 2010 - July 2010
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Research, Social Media, Spanish, Microsoft Word, Databases, Analysis, Customer Service, Volunteer Management, Community Outreach, Fundraising
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Sociology and Supplemental Spanish
Fundación José Ortega y Gasset 2011 — 2011
Study Abroad Program in Toledo, Spain
Lyons Township High School
Health Care Service Corporation April 2015 - Present
Health Care Service Corporation November 2013 - March 2015
Morningstar July 2012 - October 2013
Rolfs Sports Recreation Center August 2008 - May 2012
Easy-Ware Corporation May 2009 - August 2011
Little Friends: Krejci Academy June 2011 - July 2011
Misericordia May 2010 - July 2010
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Research, Social Media, Spanish, Microsoft Word, Databases, Analysis, Customer Service, Volunteer Management, Community Outreach, Fundraising
Education
University of Notre Dame 2008 — 2012
Bachelor of Arts (B.A.), Sociology and Supplemental Spanish
Fundación José Ortega y Gasset 2011 — 2011
Study Abroad Program in Toledo, Spain
Lyons Township High School
Jerry Kerns Jerry Kerns's Morningstar Experience January 2014 - Present
Job EditorinChief, Morningstar Magazine
Industry Publishing
Experience
Morningstar January 2014 - Present
Morningstar January 2011 - January 2014
Morningstar June 2007 - December 2010
Morningstar August 2001 - May 2007
Morningstar January 1998 - July 2001
Morningstar January 1996 - December 1997
Columbia Daily Tribune October 1986 - December 1994
Skills
Journalism, Editing, Business Journalism, Magazines, Content Development, Publications, Publishing, Editorial, Newsletters, Copy Editing, Feature Articles, Online Journalism, Content Strategy, News Writing, Web Content, Investments
Education
University of Missouri-Columbia 1982 — 1986
Bachelor of Journalism, Journalism
Morningstar January 2014 - Present
Morningstar January 2011 - January 2014
Morningstar June 2007 - December 2010
Morningstar August 2001 - May 2007
Morningstar January 1998 - July 2001
Morningstar January 1996 - December 1997
Columbia Daily Tribune October 1986 - December 1994
Skills
Journalism, Editing, Business Journalism, Magazines, Content Development, Publications, Publishing, Editorial, Newsletters, Copy Editing, Feature Articles, Online Journalism, Content Strategy, News Writing, Web Content, Investments
Education
University of Missouri-Columbia 1982 — 1986
Bachelor of Journalism, Journalism
David Wolfand's Morningstar Experience July 2014 - Present
Job Senior Software Engineer at Morningstar
Industry Computer Software
Experience
HelloWallet July 2014 - Present
Morningstar July 2014 - Present
Sapient August 2013 - July 2014
Sapient July 2009 - August 2013
Wolfand Consulting January 2005 - July 2009
NGP Software, Inc. 2004 - 2005
Skills
Java, Hibernate, SQL, Agile Methodologies, Software Development, Maven, Project Management, Software Design, Team Management, Configuration Management, Continuous Integration, System Architecture, Problem Solving, Project Planning, Project Delivery, Design Patterns, CruiseControl, JavaScript, jQuery Mobile, PhoneGap, EmberJS, MongoDB, Node.js, jQuery, Technical Leadership, Oral & Written..., Primefaces, Database Administration, Release Management, Lombardi Teamworks, Executive Reporting, Networking, Server Architecture, System Deployment, DevOps, System Configuration, Router Configuration, Software Deployment, Relational Databases, Test Planning, Oral Communication, Team Mentoring, Team Building, Ember, Node, Cordova
Education
University of Maryland College Park
BS, Computer Science
HelloWallet July 2014 - Present
Morningstar July 2014 - Present
Sapient August 2013 - July 2014
Sapient July 2009 - August 2013
Wolfand Consulting January 2005 - July 2009
NGP Software, Inc. 2004 - 2005
Skills
Java, Hibernate, SQL, Agile Methodologies, Software Development, Maven, Project Management, Software Design, Team Management, Configuration Management, Continuous Integration, System Architecture, Problem Solving, Project Planning, Project Delivery, Design Patterns, CruiseControl, JavaScript, jQuery Mobile, PhoneGap, EmberJS, MongoDB, Node.js, jQuery, Technical Leadership, Oral & Written..., Primefaces, Database Administration, Release Management, Lombardi Teamworks, Executive Reporting, Networking, Server Architecture, System Deployment, DevOps, System Configuration, Router Configuration, Software Deployment, Relational Databases, Test Planning, Oral Communication, Team Mentoring, Team Building, Ember, Node, Cordova
Education
University of Maryland College Park
BS, Computer Science
Luke Niederpruem Luke Niederpruem's Morningstar Experience January 2014 - Present
Job Morningstar Development Program at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Society of Jesus (Jesuits) May 2013 - August 2013
Diocese of Springfield, MA August 2011 - May 2013
Witt/O'brien's Emergency Response May 2011 - August 2011
School for International Training September 2010 - December 2010
Congressman Richard E. Neal June 2010 - September 2010
Sigma Phi Epsilon December 2008 - December 2009
Skills
Philosophy of Religion, Religion, Catholic Social Teaching, Catholic Theology, Political Science, Training, Philosophy, Social Justice, Religious Studies, Pastoral, Constituent Services, Theology, Ethics, Community Organizing, Youth Mentoring, Youth Ministry, Church Events, History, Pastoral Care, Pastoral Counseling, Biblical Studies, Volunteer Training, Preaching, Public Speaking, Community Outreach, Politics, Volunteer Management
Education
St. John’s Seminary 2011 — 2013
Bachelor of Philosophy (BPhil), Philosophy and Religious Studies
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Political Science and Government, Undergraduate
Minnechaug Regional High School 2003 — 2007
H.S Diploma
Morningstar January 2014 - Present
Society of Jesus (Jesuits) May 2013 - August 2013
Diocese of Springfield, MA August 2011 - May 2013
Witt/O'brien's Emergency Response May 2011 - August 2011
School for International Training September 2010 - December 2010
Congressman Richard E. Neal June 2010 - September 2010
Sigma Phi Epsilon December 2008 - December 2009
Skills
Philosophy of Religion, Religion, Catholic Social Teaching, Catholic Theology, Political Science, Training, Philosophy, Social Justice, Religious Studies, Pastoral, Constituent Services, Theology, Ethics, Community Organizing, Youth Mentoring, Youth Ministry, Church Events, History, Pastoral Care, Pastoral Counseling, Biblical Studies, Volunteer Training, Preaching, Public Speaking, Community Outreach, Politics, Volunteer Management
Education
St. John’s Seminary 2011 — 2013
Bachelor of Philosophy (BPhil), Philosophy and Religious Studies
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (BA), Political Science and Government, Undergraduate
Minnechaug Regional High School 2003 — 2007
H.S Diploma
Danny Goode's Morningstar Experience May 2015 - Present
Job Product Consultant Direct Team at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Shelter Insurance Companies January 2015 - May 2015
University of Missouri August 2011 - May 2015
Shelter Insurance Companies May 2014 - December 2014
Faber and Brand LLC October 2012 - May 2014
Entertainment Cruises Inc. May 2012 - August 2012
Abercrombie and Fitch May 2011 - January 2012
Skills
Sales, Investments, Sales Management, Financial Analysis, Time Management, Strategic Planning, Customer Service, Risk Management, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking
Education
University of Missouri-Columbia 2011 — 2015
BSBA, Finance & Banking
Brother Rice High School
Chartered Financial Analyst Institution
CFA Level 1 Candidate
Morningstar May 2015 - Present
Shelter Insurance Companies January 2015 - May 2015
University of Missouri August 2011 - May 2015
Shelter Insurance Companies May 2014 - December 2014
Faber and Brand LLC October 2012 - May 2014
Entertainment Cruises Inc. May 2012 - August 2012
Abercrombie and Fitch May 2011 - January 2012
Skills
Sales, Investments, Sales Management, Financial Analysis, Time Management, Strategic Planning, Customer Service, Risk Management, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking
Education
University of Missouri-Columbia 2011 — 2015
BSBA, Finance & Banking
Brother Rice High School
Chartered Financial Analyst Institution
CFA Level 1 Candidate
Rajashree Krishnamurthy Rajashree Krishnamurthy's Morningstar Experience April 2014 - Present
Job Software Engineer at Morningstar
Industry Computer Software
Experience
Morningstar April 2014 - Present
ByAllAccounts April 2005 - Present
John Hancock Financial Services October 2000 - May 2001
Evergreen Investments February 2000 - September 2000
Skills
Software Development, Agile Methodologies, XML, SQL, Java, Software Engineering, SaaS, SDLC, Enterprise Software, Web Services, JavaScript, C#, Requirements Analysis, Software Project..., Debugging, C++, XSLT, Android Development, Android SDK
Education
University of Massachusetts Lowell 2003 — 2005
MS, Computer Engineering
Bangalore Institute of Technology 1993 — 1997
BE, Electrical and Electronics
Morningstar April 2014 - Present
ByAllAccounts April 2005 - Present
John Hancock Financial Services October 2000 - May 2001
Evergreen Investments February 2000 - September 2000
Skills
Software Development, Agile Methodologies, XML, SQL, Java, Software Engineering, SaaS, SDLC, Enterprise Software, Web Services, JavaScript, C#, Requirements Analysis, Software Project..., Debugging, C++, XSLT, Android Development, Android SDK
Education
University of Massachusetts Lowell 2003 — 2005
MS, Computer Engineering
Bangalore Institute of Technology 1993 — 1997
BE, Electrical and Electronics
Jonathan Ballenger Jonathan Ballenger's Morningstar Experience August 2014 - Present
Job Senior Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar August 2014 - Present
Morningstar February 2013 - Present
Morningstar January 2012 - January 2013
Morningstar September 2009 - January 2012
AXA Financial May 2008 - February 2009
UGL Equis May 2007 - September 2007
Skills
Investments, Leadership, Sales, Mutual Funds, CRM, Morningstar Direct, Morningstar, Asset Allocation
Education
University of Iowa 2004 — 2008
B.A., Business
Morningstar August 2014 - Present
Morningstar February 2013 - Present
Morningstar January 2012 - January 2013
Morningstar September 2009 - January 2012
AXA Financial May 2008 - February 2009
UGL Equis May 2007 - September 2007
Skills
Investments, Leadership, Sales, Mutual Funds, CRM, Morningstar Direct, Morningstar, Asset Allocation
Education
University of Iowa 2004 — 2008
B.A., Business
Christine Barnstable's Morningstar Experience August 2011 - Present
Job Database Leader, Private Data at Morningstar
Industry Financial Services
Experience
Morningstar August 2011 - Present
Morningstar April 2009 - August 2011
Morningstar March 2009 - August 2011
Morningstar July 2008 - March 2009
Morningstar July 2007 - July 2008
Skills
Product Management, Asset Allocation, Data Analysis, Financial Services, Equities, Relationship Management, Analytics, Portfolio Management, Project Management, Mutual Funds, Investments, Investment Management, Competitive Analysis, Market Research, Process Improvement, Cross-functional Team...
Education
University of Notre Dame 2003 — 2007
Bachelors, Psychology
Morningstar August 2011 - Present
Morningstar April 2009 - August 2011
Morningstar March 2009 - August 2011
Morningstar July 2008 - March 2009
Morningstar July 2007 - July 2008
Skills
Product Management, Asset Allocation, Data Analysis, Financial Services, Equities, Relationship Management, Analytics, Portfolio Management, Project Management, Mutual Funds, Investments, Investment Management, Competitive Analysis, Market Research, Process Improvement, Cross-functional Team...
Education
University of Notre Dame 2003 — 2007
Bachelors, Psychology
Alex Harsha-Strong, CFA Alex Harsha-Strong, CFA's Morningstar Experience April 2013 - November 2014
Job Senior Product Manager, Textbooks at Amazon
Industry Internet
Experience
Amazon December 2014 - Present
Morningstar April 2013 - November 2014
Morningstar May 2012 - April 2013
Morningstar August 2008 - May 2012
Morningstar July 2007 - August 2008
Ford Motor Company June 2006 - August 2006
Skills
Product Management, International Business, Economics, Financial Modeling, Portfolio Management, Competitive Analysis, Business Strategy, Quantitative Finance, Software Project..., Project Execution, Globalization, Global Strategy, Technology, Project Management, Mutual Funds, Business Analysis, Asset Allocation, Finance
Education
University of Chicago 2008 — 2012
Master of Business Administration (MBA), Finance, International Business, Strategy
CFA Institute 2008 — 2010
University of Michigan 2003 — 2007
BA, Economics
Amazon December 2014 - Present
Morningstar April 2013 - November 2014
Morningstar May 2012 - April 2013
Morningstar August 2008 - May 2012
Morningstar July 2007 - August 2008
Ford Motor Company June 2006 - August 2006
Skills
Product Management, International Business, Economics, Financial Modeling, Portfolio Management, Competitive Analysis, Business Strategy, Quantitative Finance, Software Project..., Project Execution, Globalization, Global Strategy, Technology, Project Management, Mutual Funds, Business Analysis, Asset Allocation, Finance
Education
University of Chicago 2008 — 2012
Master of Business Administration (MBA), Finance, International Business, Strategy
CFA Institute 2008 — 2010
University of Michigan 2003 — 2007
BA, Economics
John Mackowiak John Mackowiak's Morningstar Experience October 2013 - April 2014
Job Chief Business Development Officer at Advyzon | yHLsoft, Inc.
Industry Financial Services
Experience
Advyzon yHLsoft, Inc. April 2014 - Present
Morningstar October 2013 - April 2014
Morningstar January 2010 - October 2013
Morningstar November 2007 - December 2009
Morningstar January 2004 - November 2007
Morningstar July 2002 - December 2003
Skills
Sales, Sales Management, Technology, Financial Services, New Business Development, Morningstar Direct, Management, Salesforce.com, Sales Process, Selling, Microsoft Excel, Competitive Analysis, Business Development, Marketing, Training, Team Leadership, Portfolio Management, Analysis, Investment Advisory, Morningstar Office, Mutual Funds, Asset Allocation, Investments, Product Management, CRM, Strategy, Relationship Management
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
Bachelor of Business Administration, Finance and Management Information Systems
Advyzon yHLsoft, Inc. April 2014 - Present
Morningstar October 2013 - April 2014
Morningstar January 2010 - October 2013
Morningstar November 2007 - December 2009
Morningstar January 2004 - November 2007
Morningstar July 2002 - December 2003
Skills
Sales, Sales Management, Technology, Financial Services, New Business Development, Morningstar Direct, Management, Salesforce.com, Sales Process, Selling, Microsoft Excel, Competitive Analysis, Business Development, Marketing, Training, Team Leadership, Portfolio Management, Analysis, Investment Advisory, Morningstar Office, Mutual Funds, Asset Allocation, Investments, Product Management, CRM, Strategy, Relationship Management
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
Bachelor of Business Administration, Finance and Management Information Systems
Heidi Farrell, SPHR's Morningstar Experience March 2010 - August 2011
Job Vice President Human Resources at Fruition Partners
Industry Information Technology and Services
Experience
Fruition Partners September 2014 - Present
Fruition Partners September 2011 - September 2014
Morningstar March 2010 - August 2011
Morningstar 2000 - 2003
Financial Relations Board 1999 - 2000
Accenture 1997 - 1999
Financial Relations Board 1996 - 1997
Skills
Performance Management, Strategic Planning, Compensation, Mergers, Benefits, BMC Remedy, Training, ITIL, IT Service Management, Human Resources, Organizational..., Employee Benefits, HRIS, Vendor Management, Talent Acquisition, System Administration, Project Management, Recruiting, Leadership, Management, Team Building, Business Process..., Analysis, Cloud Computing, Business Development, Deferred Compensation, Employee Relations, Change Management, Mergers & Acquisitions, Onboarding, Sourcing, Software Documentation, SDLC, Personnel Management, Interviews, Hiring, Outsourcing, Process Improvement, Talent Management
Education
University of Michigan 1992 — 1996
BA, Organizational Studies
Fruition Partners September 2014 - Present
Fruition Partners September 2011 - September 2014
Morningstar March 2010 - August 2011
Morningstar 2000 - 2003
Financial Relations Board 1999 - 2000
Accenture 1997 - 1999
Financial Relations Board 1996 - 1997
Skills
Performance Management, Strategic Planning, Compensation, Mergers, Benefits, BMC Remedy, Training, ITIL, IT Service Management, Human Resources, Organizational..., Employee Benefits, HRIS, Vendor Management, Talent Acquisition, System Administration, Project Management, Recruiting, Leadership, Management, Team Building, Business Process..., Analysis, Cloud Computing, Business Development, Deferred Compensation, Employee Relations, Change Management, Mergers & Acquisitions, Onboarding, Sourcing, Software Documentation, SDLC, Personnel Management, Interviews, Hiring, Outsourcing, Process Improvement, Talent Management
Education
University of Michigan 1992 — 1996
BA, Organizational Studies
Georgina Menegas Georgina Menegas's Morningstar Experience May 2015 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Compulsive Lyres A Cappella May 2014 - Present
Advanced Peer Advisor January 2015 - May 2015
University of Michigan Women's Glee Club May 2013 - May 2015
University of Michigan School of Information May 2014 - August 2014
University of Michigan Department of Psychology January 2014 - May 2014
Compulsive Lyres A Cappella September 2012 - May 2014
Office of U.S. Senator Mark Kirk May 2013 - August 2013
University of Michigan Women's Glee Club September 2012 - May 2013
Skills
Public Speaking, Organization Skills, Leadership, PowerPoint, SPSS, Budgets, Research, Academic Advising, Nonprofits, Microsoft Office, Fundraising, Morningstar Office, Event Planning, Photoshop Elements, R, Social Networking, Teamwork, Data Analysis, Social Media
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Psychology
New Trier High School 2007 — 2011
Morningstar May 2015 - Present
Compulsive Lyres A Cappella May 2014 - Present
Advanced Peer Advisor January 2015 - May 2015
University of Michigan Women's Glee Club May 2013 - May 2015
University of Michigan School of Information May 2014 - August 2014
University of Michigan Department of Psychology January 2014 - May 2014
Compulsive Lyres A Cappella September 2012 - May 2014
Office of U.S. Senator Mark Kirk May 2013 - August 2013
University of Michigan Women's Glee Club September 2012 - May 2013
Skills
Public Speaking, Organization Skills, Leadership, PowerPoint, SPSS, Budgets, Research, Academic Advising, Nonprofits, Microsoft Office, Fundraising, Morningstar Office, Event Planning, Photoshop Elements, R, Social Networking, Teamwork, Data Analysis, Social Media
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Psychology
New Trier High School 2007 — 2011
Julie McGuire Julie McGuire's Morningstar Experience July 2008 - May 2011
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments March 2013 - Present
Nuveen Investments May 2011 - March 2013
Morningstar July 2008 - May 2011
Morningstar March 2006 - July 2008
Ibbotson Associates a Morningstar Company July 2005 - March 2006
Skills
Alternative Investments, Equities, Fixed Income, Strategic Financial..., Asset Allocation, Mutual Funds, Financial Planning, Series 7, Asset Management, Hedge Funds, Portfolio Management, Investment Management, Investments, Investment Strategies, Wealth Management
Education
University of Iowa 2001 — 2005
BA, Finance
nazareth academy
Nuveen Investments March 2013 - Present
Nuveen Investments May 2011 - March 2013
Morningstar July 2008 - May 2011
Morningstar March 2006 - July 2008
Ibbotson Associates a Morningstar Company July 2005 - March 2006
Skills
Alternative Investments, Equities, Fixed Income, Strategic Financial..., Asset Allocation, Mutual Funds, Financial Planning, Series 7, Asset Management, Hedge Funds, Portfolio Management, Investment Management, Investments, Investment Strategies, Wealth Management
Education
University of Iowa 2001 — 2005
BA, Finance
nazareth academy
Oksana Dovbak's Morningstar Experience July 2013 - July 2014
Job Sales Operations Analyst at GrubHub
Industry Consumer Services
Experience
GrubHub July 2014 - Present
Morningstar July 2013 - July 2014
Coca-Cola Refreshments June 2012 - August 2012
Business Instructional Facility August 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Spanish, Research, Social Media, Public Speaking, Event Planning, Data Analysis, Customer Service, Marketing, Teamwork, Market Research, Event Management, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Marketing, Business Process Management
GrubHub July 2014 - Present
Morningstar July 2013 - July 2014
Coca-Cola Refreshments June 2012 - August 2012
Business Instructional Facility August 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Spanish, Research, Social Media, Public Speaking, Event Planning, Data Analysis, Customer Service, Marketing, Teamwork, Market Research, Event Management, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor of Business Administration (BBA), International Business, Marketing, Business Process Management
Yiming Chang's Morningstar Experience July 2014 - Present
Job Financial Controls Associate at Morningstar
Industry Accounting
Experience
Morningstar July 2014 - Present
Morningstar July 2013 - June 2014
Morningstar July 2012 - June 2013
Deloitte December 2011 - January 2012
Deloitte August 2010 - August 2010
The Bero Group June 2010 - July 2010
State Grid Coporation of China June 2009 - July 2009
Skills
Mandarin, Chinese, Microsoft Office, English, Databases, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master of Accounting in Science, Major: Accounting; Minor: International Business
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor, Accounting
Morningstar July 2014 - Present
Morningstar July 2013 - June 2014
Morningstar July 2012 - June 2013
Deloitte December 2011 - January 2012
Deloitte August 2010 - August 2010
The Bero Group June 2010 - July 2010
State Grid Coporation of China June 2009 - July 2009
Skills
Mandarin, Chinese, Microsoft Office, English, Databases, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
Master of Accounting in Science, Major: Accounting; Minor: International Business
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor, Accounting
Andrew Gunter's Morningstar Experience 2006 - 2008
Job US Row Crops Analyst Financial Planning & Analysis Group at Monsanto Company
Industry Financial Services
Experience
Monsanto Company January 2015 - Present
Monsanto 2012 - 2014
Andrew Gunter Consulting October 2011 - May 2012
Adaptive Radio Technologies, LLC 2009 - 2012
LAAMScience, Inc. June 2010 - September 2011
Los Alamos National Laboratory 2009 - 2009
Morningstar 2006 - 2008
Epic 2003 - 2006
Skills
Brazilian Portuguese, Brazil, Public Speaking, Strategy Development, Financial Modeling, Financial Analysis, Strategic Financial..., Fundraising, Segmentation, New Ventures, Leadership, Management, Business Development, Accounting, Budgets, Team Leadership, Strategy, Business Strategy, Management Consulting, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration, Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Bachelor of Science in Business Administration with Honors
Monsanto Company January 2015 - Present
Monsanto 2012 - 2014
Andrew Gunter Consulting October 2011 - May 2012
Adaptive Radio Technologies, LLC 2009 - 2012
LAAMScience, Inc. June 2010 - September 2011
Los Alamos National Laboratory 2009 - 2009
Morningstar 2006 - 2008
Epic 2003 - 2006
Skills
Brazilian Portuguese, Brazil, Public Speaking, Strategy Development, Financial Modeling, Financial Analysis, Strategic Financial..., Fundraising, Segmentation, New Ventures, Leadership, Management, Business Development, Accounting, Budgets, Team Leadership, Strategy, Business Strategy, Management Consulting, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration, Entrepreneurship
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2003
Bachelor of Science in Business Administration with Honors
Meredith Grogan's Morningstar Experience March 2015 - Present
Job Director of Enterprise Client Service at Morningstar
Industry Financial Services
Experience
Morningstar March 2015 - Present
Morningstar July 2013 - Present
Morningstar February 2010 - July 2013
Morningstar December 2007 - February 2010
Morningstar March 2007 - December 2007
New State Mortgage Company, LLC July 2005 - March 2007
Skills
Sales, Account Management, New Business Development, Investments, Sales Operations, Information Mapping, Sales Management
Education
University of Notre Dame 2001 — 2005
BA
Morningstar March 2015 - Present
Morningstar July 2013 - Present
Morningstar February 2010 - July 2013
Morningstar December 2007 - February 2010
Morningstar March 2007 - December 2007
New State Mortgage Company, LLC July 2005 - March 2007
Skills
Sales, Account Management, New Business Development, Investments, Sales Operations, Information Mapping, Sales Management
Education
University of Notre Dame 2001 — 2005
BA
Thomas McGuffey Thomas McGuffey's Morningstar Experience September 2010 - Present
Job Technology Manager, Research Products at Morningstar
Industry Financial Services
Experience
Morningstar September 2010 - Present
Morningstar December 2008 - September 2010
10-K Wizard Technology, LLC March 2001 - September 2010
Novo Networks 2000 - 2001
Internet Global 1998 - 2000
Education
University of North Texas
Morningstar September 2010 - Present
Morningstar December 2008 - September 2010
10-K Wizard Technology, LLC March 2001 - September 2010
Novo Networks 2000 - 2001
Internet Global 1998 - 2000
Education
University of North Texas
Kara Beam Kara Beam's Morningstar Experience February 2011 - July 2015
Job AVP Advisor Solutions at Scottrade® Advisor Services
Industry Management Consulting
Experience
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
Scottrade® Advisor Services August 2015 - Present
Morningstar February 2011 - July 2015
Independent Advisors, LLC February 2010 - February 2011
Charles Schwab Advisor Services July 2006 - February 2010
TIAA-CREF April 2005 - March 2006
Walnut Street Securities 1999 - 2005
Boatmen's Trust Company 1996 - 1997
Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning
Education
University of Missouri-Saint Louis 1988 — 1992
BS, Business and Accounting
Thang Van Ung's Morningstar Experience August 2007 - January 2010
Job Consultant at Medidata Solutions
Industry Computer Software
Experience
Seniorlink August 2013 - June 2014
Digitas August 2012 - April 2013
The Debt Exchange April 2012 - June 2012
Linedata August 2011 - February 2012
Morningstar August 2007 - January 2010
Spectrum Global Fund Administration January 2006 - August 2007
Self Employed November 2001 - January 2006
Skills
SQL, .NET, C#, JavaScript, Databases, CSS, PHP, WPF, CMS, Microsoft SQL Server, XML, Web Services, Agile Methodologies, SDLC
Education
University of New Orleans 1991 — 1994
BS, SCSI
Seniorlink August 2013 - June 2014
Digitas August 2012 - April 2013
The Debt Exchange April 2012 - June 2012
Linedata August 2011 - February 2012
Morningstar August 2007 - January 2010
Spectrum Global Fund Administration January 2006 - August 2007
Self Employed November 2001 - January 2006
Skills
SQL, .NET, C#, JavaScript, Databases, CSS, PHP, WPF, CMS, Microsoft SQL Server, XML, Web Services, Agile Methodologies, SDLC
Education
University of New Orleans 1991 — 1994
BS, SCSI
Laura Fox's Morningstar Experience September 2009 - September 2011
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Consultant for Nestworks, a technology-driven social business incubator June 2015 - August 2015
NYU Stern School of Business July 2013 - May 2015
The Boston Consulting Group June 2014 - August 2014
Various publications / organizations June 2010 - October 2013
BRAC March 2013 - June 2013
Qatar Museums Authority November 2011 - April 2013
Morningstar September 2009 - September 2011
Morningstar Investment Services, Inc. July 2008 - August 2009
Simon and Schuster June 2007 - August 2007
Skills
Marketing Communications, Marketing, Social Media, Editorial, Non-Profit Leadership, Press Releases, Strategic Partnerships, Email Marketing, Non-profit Leadership, Art, Media Relations, Advertising, Books, Copy Editing, Editing, Digital Media, Marketing Strategy, Public Relations, Web Content, Strategy, Research, Magazines, Publicity, Brochures, Publications, Integrated Marketing
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
B.A., Literature; Italian minor
John Cabot University Rome 2006 — 2007
Art History, Literature, and Italian
The Boston Consulting Group September 2015 - Present
Consultant for Nestworks, a technology-driven social business incubator June 2015 - August 2015
NYU Stern School of Business July 2013 - May 2015
The Boston Consulting Group June 2014 - August 2014
Various publications / organizations June 2010 - October 2013
BRAC March 2013 - June 2013
Qatar Museums Authority November 2011 - April 2013
Morningstar September 2009 - September 2011
Morningstar Investment Services, Inc. July 2008 - August 2009
Simon and Schuster June 2007 - August 2007
Skills
Marketing Communications, Marketing, Social Media, Editorial, Non-Profit Leadership, Press Releases, Strategic Partnerships, Email Marketing, Non-profit Leadership, Art, Media Relations, Advertising, Books, Copy Editing, Editing, Digital Media, Marketing Strategy, Public Relations, Web Content, Strategy, Research, Magazines, Publicity, Brochures, Publications, Integrated Marketing
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
B.A., Literature; Italian minor
John Cabot University Rome 2006 — 2007
Art History, Literature, and Italian
Elizabeth Weilburg Elizabeth Weilburg's Morningstar Experience June 2014 - Present
Job Client Service Manager at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
The Generation Project October 2010 - August 2014
The Gerald R. Ford School of Public Policy August 2012 - August 2013
Kronos June 2012 - August 2012
Charles Group Consulting May 2011 - August 2011
Skills
Photoshop, Venture Capital, Interviews, Competitive Intelligence, Financial Modeling
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Public Policy, Senior
Morningstar June 2014 - Present
The Generation Project October 2010 - August 2014
The Gerald R. Ford School of Public Policy August 2012 - August 2013
Kronos June 2012 - August 2012
Charles Group Consulting May 2011 - August 2011
Skills
Photoshop, Venture Capital, Interviews, Competitive Intelligence, Financial Modeling
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Public Policy, Senior
Ben Butwin, DC, ART, CF-L1's Morningstar Experience July 2005 - June 2007
Job Owner at Butwin Chiropractic
Industry Medical Practice
Experience
Butwin Chiropractic November 2013 - Present
Zimmer Chiropractic September 2011 - November 2013
Morningstar July 2005 - June 2007
Skills
Chiropractic, Sports Injuries, Nutritional Counseling, Rehabilitation, Flexion Distraction, Tension Headaches, Back Pain, Neck Pain, Shoulder Pain, Sciatica
Education
National Universty of Health Sciences 2007 — 2011
DC, Chiropractic Medicine
University of Notre Dame 2001 — 2005
BS, Finance
Butwin Chiropractic November 2013 - Present
Zimmer Chiropractic September 2011 - November 2013
Morningstar July 2005 - June 2007
Skills
Chiropractic, Sports Injuries, Nutritional Counseling, Rehabilitation, Flexion Distraction, Tension Headaches, Back Pain, Neck Pain, Shoulder Pain, Sciatica
Education
National Universty of Health Sciences 2007 — 2011
DC, Chiropractic Medicine
University of Notre Dame 2001 — 2005
BS, Finance
Eric Anku Eric Anku's Morningstar Experience April 2014 - Present
Job Software Engineer II at ByAllAccounts Inc., a Morningstar company
Industry Computer Software
Experience
Morningstar April 2014 - Present
ByAllAccounts, a Morningstar Inc company since April 2014 December 2010 - Present
Evergreen Center Inc. April 2006 - February 2011
University of Massachusetts September 2009 - May 2010
Comcast Cable May 2005 - September 2006
Skills
Java, SQL, HTML, JavaScript, XML, Software Engineering, Unix, C, Software Development, Tomcat, Databases, C
Education
University of Massachusetts Boston 2010 — 2013
MS, Computer Science
University of Massachusetts Boston 2006 — 2010
BS, Computer Science
Morningstar April 2014 - Present
ByAllAccounts, a Morningstar Inc company since April 2014 December 2010 - Present
Evergreen Center Inc. April 2006 - February 2011
University of Massachusetts September 2009 - May 2010
Comcast Cable May 2005 - September 2006
Skills
Java, SQL, HTML, JavaScript, XML, Software Engineering, Unix, C, Software Development, Tomcat, Databases, C
Education
University of Massachusetts Boston 2010 — 2013
MS, Computer Science
University of Massachusetts Boston 2006 — 2010
BS, Computer Science
Scott Bernal Scott Bernal's Morningstar Experience October 2007 - June 2010
Job Regional Field Sales Manager Enterprise IT at Autotask Corporation
Industry Information Technology and Services
Experience
Autotask Corporation January 2014 - Present
ITsavvy April 2013 - January 2014
BarcodesInc September 2011 - April 2013
Morningstar October 2007 - June 2010
National Research Corporation January 2006 - September 2007
Skills
Account Management, New Business Development, Sales, Marketing, Strategic Planning, Leadership, Salesforce.com, Advertising, Sales Management, Solution Selling, Selling, Business Development, Sales Process, Product Marketing, Product Management, Negotiation, Direct Sales
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor, Business Management
Autotask Corporation January 2014 - Present
ITsavvy April 2013 - January 2014
BarcodesInc September 2011 - April 2013
Morningstar October 2007 - June 2010
National Research Corporation January 2006 - September 2007
Skills
Account Management, New Business Development, Sales, Marketing, Strategic Planning, Leadership, Salesforce.com, Advertising, Sales Management, Solution Selling, Selling, Business Development, Sales Process, Product Marketing, Product Management, Negotiation, Direct Sales
Education
University of Nebraska-Lincoln 2001 — 2005
Bachelor, Business Management
Mike Cittadino Mike Cittadino's Morningstar Experience April 2010 - May 2012
Job Multimedia Production Artist at Rosalind Franklin University
Industry Media Production
Experience
Rosalind Franklin University September 2012 - Present
Foundation Content May 2012 - June 2012
Morningstar April 2010 - May 2012
Videoevents March 2008 - August 2010
Princess Cruises May 2008 - February 2009
Foundation Content/Post August 2007 - February 2008
Skills
Final Cut Pro, Adobe Creative Suite, Video Editing, Video, Film, Video Production, Marketing, Marketing Communications, Television, Multimedia
Education
University of Iowa 2003 — 2007
B.A., Communication Studies
Rosalind Franklin University September 2012 - Present
Foundation Content May 2012 - June 2012
Morningstar April 2010 - May 2012
Videoevents March 2008 - August 2010
Princess Cruises May 2008 - February 2009
Foundation Content/Post August 2007 - February 2008
Skills
Final Cut Pro, Adobe Creative Suite, Video Editing, Video, Film, Video Production, Marketing, Marketing Communications, Television, Multimedia
Education
University of Iowa 2003 — 2007
B.A., Communication Studies
Bernie Gray's Morningstar Experience May 2013 - July 2013
Job Associate Analyst at 84.51˚
Industry
Experience
84.51˚ June 2015 - Present
University of Notre Dame August 2014 - May 2015
Louis Dreyfus Commodities June 2014 - August 2014
Morningstar May 2013 - July 2013
Skills
Statistics, R, Data Analysis, Analytics, Data Mining, Options, Trading, Spanish, SQL, Python, C++, SAS
Education
University of Notre Dame 2014 — 2015
Master of Science, Applied and Computational Mathematics and Statistics, Specialty: Computational Finance, 4.000
University of Notre Dame 2010 — 2014
Bachelor of Science, Mathematics and Spanish with a minor in Actuarial Science, Cum Laude
Saint Joseph's Preparatory School 2006 — 2010
84.51˚ June 2015 - Present
University of Notre Dame August 2014 - May 2015
Louis Dreyfus Commodities June 2014 - August 2014
Morningstar May 2013 - July 2013
Skills
Statistics, R, Data Analysis, Analytics, Data Mining, Options, Trading, Spanish, SQL, Python, C++, SAS
Education
University of Notre Dame 2014 — 2015
Master of Science, Applied and Computational Mathematics and Statistics, Specialty: Computational Finance, 4.000
University of Notre Dame 2010 — 2014
Bachelor of Science, Mathematics and Spanish with a minor in Actuarial Science, Cum Laude
Saint Joseph's Preparatory School 2006 — 2010
Henry Shih Henry Shih's Morningstar Experience July 2014 - June 2015
Job Software Developer at Morningstar
Industry Computer Software
Experience
BlackRock July 2015 - Present
Morningstar July 2014 - June 2015
Think Tech Labs January 2014 - April 2014
MediaTek July 2013 - August 2013
University of Michigan May 2013 - June 2013
Continental May 2012 - August 2012
Skills
C, C++, Java, Salesforce.com, SQL, Assembly Language, Python, Verilog, Matlab, Microsoft Excel, Visual Studio, Software Documentation, Software Development, Linux, Test Driven Development, Object Oriented Design, ORM Tools, Microsoft SQL Server, ORM
Education
University of Michigan 2010 — 2014
Bachelor of Science in Engineering, Computer Science
BlackRock July 2015 - Present
Morningstar July 2014 - June 2015
Think Tech Labs January 2014 - April 2014
MediaTek July 2013 - August 2013
University of Michigan May 2013 - June 2013
Continental May 2012 - August 2012
Skills
C, C++, Java, Salesforce.com, SQL, Assembly Language, Python, Verilog, Matlab, Microsoft Excel, Visual Studio, Software Documentation, Software Development, Linux, Test Driven Development, Object Oriented Design, ORM Tools, Microsoft SQL Server, ORM
Education
University of Michigan 2010 — 2014
Bachelor of Science in Engineering, Computer Science
Frank Downing's Morningstar Experience May 2015 - Present
Job Product Management Intern at Morningstar
Industry Automotive
Experience
Morningstar May 2015 - Present
Towne Automotive Group June 2012 - September 2014
Skills
Advertising, Marketing, Sales Management, Sales, Marketing Strategy, Team Building, Account Management, Customer Satisfaction, Python, C++, CRM, Marketing Communications, Online Advertising, Social Media Marketing, New Business Development, Automotive, Market Analysis, Negotiation, Microsoft Excel, Strategic Planning, Sales Process, Customer Retention, Inventory Management, Social Media, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Emphasis in Finance, Minor in Computer Science
Canisius High School 2009 — 2013
Morningstar May 2015 - Present
Towne Automotive Group June 2012 - September 2014
Skills
Advertising, Marketing, Sales Management, Sales, Marketing Strategy, Team Building, Account Management, Customer Satisfaction, Python, C++, CRM, Marketing Communications, Online Advertising, Social Media Marketing, New Business Development, Automotive, Market Analysis, Negotiation, Microsoft Excel, Strategic Planning, Sales Process, Customer Retention, Inventory Management, Social Media, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2017
Bachelor of Business Administration (BBA), Emphasis in Finance, Minor in Computer Science
Canisius High School 2009 — 2013
Chris Stallman, CFA Chris Stallman, CFA's Morningstar Experience May 2004 - May 2006
Job Principal at Fontinalis Partners, LLC
Industry Financial Services
Experience
Fontinalis Partners, LLC March 2011 - Present
Stout Risius Ross, Inc. July 2006 - March 2011
University of Michigan Investment Office January 2006 - June 2006
Morningstar May 2004 - May 2006
Financial Education Content Startup 1999 - 2006
Skills
Financial Modeling, Venture Capital, Financial Forecasting, Private Equity, Pitching, Recapitalizations, Deal Structuring, Industry Analysis, Industry Research, Transportation, Valuation, Technology Valuation, Equity Research, Alternative Investments, Competitive Analysis, Deal Sourcing, Deal Execution, Mergers, Transaction Advisory, Business Valuation, Finance, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Accounting
Fontinalis Partners, LLC March 2011 - Present
Stout Risius Ross, Inc. July 2006 - March 2011
University of Michigan Investment Office January 2006 - June 2006
Morningstar May 2004 - May 2006
Financial Education Content Startup 1999 - 2006
Skills
Financial Modeling, Venture Capital, Financial Forecasting, Private Equity, Pitching, Recapitalizations, Deal Structuring, Industry Analysis, Industry Research, Transportation, Valuation, Technology Valuation, Equity Research, Alternative Investments, Competitive Analysis, Deal Sourcing, Deal Execution, Mergers, Transaction Advisory, Business Valuation, Finance, Negotiation
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance & Accounting
Todd Schrade Todd Schrade's Morningstar Experience February 2004 - September 2010
Job Partner at Midway Capital Research & Management
Industry Financial Services
Experience
Midway Capital Research & Management LLC September 2010 - Present
Morningstar February 2004 - September 2010
Miller, Cooper & Co., Ltd. June 2007 - March 2008
Skills
Financial Analysis, Financial Modeling, Due Diligence, Strategic Financial..., Mutual Funds, Financial Reporting, Accounting, Forecasting, Asset Allocation, Financial Services, Equities, Product Management, Portfolio Management, Asset Managment, Corporate Finance, Microsoft Excel, Internal Controls, Auditing, Asset Management, Morningstar Direct
Education
University of Iowa 1998 — 2003
BA, German
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Finance
Midway Capital Research & Management LLC September 2010 - Present
Morningstar February 2004 - September 2010
Miller, Cooper & Co., Ltd. June 2007 - March 2008
Skills
Financial Analysis, Financial Modeling, Due Diligence, Strategic Financial..., Mutual Funds, Financial Reporting, Accounting, Forecasting, Asset Allocation, Financial Services, Equities, Product Management, Portfolio Management, Asset Managment, Corporate Finance, Microsoft Excel, Internal Controls, Auditing, Asset Management, Morningstar Direct
Education
University of Iowa 1998 — 2003
BA, German
University of Iowa - Henry B. Tippie College of Business 1998 — 2003
BBA, Finance
Ryan McClelland's Morningstar Experience April 2007 - Present
Job Training Manager at Morningstar
Industry Financial Services
Experience
Morningstar April 2007 - Present
Lowis & Gellen LLP August 2003 - April 2007
Skills
Employee Training, Technical Training, Technical Writing, Video Editing, Webinars, Instructor-led Training, Blended Learning, Training, Learning Management..., Captivate, Management, Microsoft Office, Customer Service, Social Media
Education
University of Mississippi 1998 — 2002
BA, English
Morningstar April 2007 - Present
Lowis & Gellen LLP August 2003 - April 2007
Skills
Employee Training, Technical Training, Technical Writing, Video Editing, Webinars, Instructor-led Training, Blended Learning, Training, Learning Management..., Captivate, Management, Microsoft Office, Customer Service, Social Media
Education
University of Mississippi 1998 — 2002
BA, English
Michelle Taugner's Morningstar Experience January 2014 - Present
Job Global Sales Operations Financial Analyst at Morningstar
Industry Accounting
Experience
Morningstar January 2014 - Present
KPMG July 2012 - December 2013
Allstate Financial May 2011 - August 2011
Skills
Accounting, Auditing, Financial Analysis, Oral & Written...
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accountancy
St. Ignatius College Prep 2004 — 2008
High School
Morningstar January 2014 - Present
KPMG July 2012 - December 2013
Allstate Financial May 2011 - August 2011
Skills
Accounting, Auditing, Financial Analysis, Oral & Written...
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Accountancy
St. Ignatius College Prep 2004 — 2008
High School
Nilay Gandhi's Morningstar Experience January 2008 - Present
Job Marketing Content Manager at Morningstar
Industry Marketing and Advertising
Experience
Morningstar January 2008 - Present
Dappodil May 2011 - February 2013
750 mL January 2005 - January 2012
Wolfram Research February 2004 - January 2008
The Corkscrew 2003 - 2007
The Daily Illini November 2001 - September 2002
Skills
Copywriting, Blogging, Marketing, Corporate Communications, Social Media, SEO, Web Content, Marketing Strategy, Editing, Press Releases, Copy Editing, Food, Advertising, Content Development, Journalism, Public Relations, Content Management, HTML, Editorial, Feature Articles, Content Strategy, Strategy, Social Media Marketing, Marketing Communications, Wine, Brochures, Email Marketing, CSS, Digital Media, Online Marketing, Personal Finance, Creative Writing, CMS, Wordpress, Proofreading, Website Development, Start-ups, Media Relations, B2B, Digital Marketing, Improvisation
Education
The Second City Training Center
Improv A, B, C, D, E Writing 1, 2
University of Illinois at Urbana-Champaign 2000 — 2003
B.A., English, Rhetoric
Young Chicago Authors 1997 — 2000
Morningstar January 2008 - Present
Dappodil May 2011 - February 2013
750 mL January 2005 - January 2012
Wolfram Research February 2004 - January 2008
The Corkscrew 2003 - 2007
The Daily Illini November 2001 - September 2002
Skills
Copywriting, Blogging, Marketing, Corporate Communications, Social Media, SEO, Web Content, Marketing Strategy, Editing, Press Releases, Copy Editing, Food, Advertising, Content Development, Journalism, Public Relations, Content Management, HTML, Editorial, Feature Articles, Content Strategy, Strategy, Social Media Marketing, Marketing Communications, Wine, Brochures, Email Marketing, CSS, Digital Media, Online Marketing, Personal Finance, Creative Writing, CMS, Wordpress, Proofreading, Website Development, Start-ups, Media Relations, B2B, Digital Marketing, Improvisation
Education
The Second City Training Center
Improv A, B, C, D, E Writing 1, 2
University of Illinois at Urbana-Champaign 2000 — 2003
B.A., English, Rhetoric
Young Chicago Authors 1997 — 2000
Emily Huskey's Morningstar Experience August 2011 - November 2011
Job Marketing Communications/Therapy Aide at LifeStyle Physical Therapy and Balance Center
Industry Hospital & Health Care
Experience
LifeStyle Physical Therapy and Balance Center November 2011 - Present
Morningstar August 2011 - November 2011
Education
University of Missouri-Columbia 2007 — 2011
Nutritional Sciences, Nutrition and Fitness
LifeStyle Physical Therapy and Balance Center November 2011 - Present
Morningstar August 2011 - November 2011
Education
University of Missouri-Columbia 2007 — 2011
Nutritional Sciences, Nutrition and Fitness
Patrick Thornbury Patrick Thornbury's Morningstar Experience March 2008 - January 2010
Job QA Manager at Manifest Digital
Industry Computer Software
Experience
Manifest Digital December 2012 - Present
Deloitte & Touche March 2011 - December 2012
Arc Worldwide January 2010 - December 2010
Morningstar March 2008 - January 2010
Morningstar July 2002 - February 2008
Morningstar June 2000 - June 2002
Morningstar July 1995 - May 2000
Conam Languge School January 1994 - June 1994
Gymnazium Kromeriz January 1993 - June 1993
Skills
SQL, Hudson, XML, Access, Radview WebLoad, Quality Center, PVCS, Defect Tracking, ClearQuest, Software Quality..., Offshore Management, Agile Methodologies, Scrum, Process Improvement, Distributed Team..., Team Management, SDLC, Testing, Test Planning, Agile Project Management, Waterfall, RQM, Virtual Teams, SharePoint, Functional Testing, Test Automation, Requirements Gathering, User Acceptance Testing, Visio, System Testing, HP Quality Center, QTP, Requirements Analysis
Education
University of Michigan 1988 — 1992
BA, Political Science and Anthropology
Manifest Digital December 2012 - Present
Deloitte & Touche March 2011 - December 2012
Arc Worldwide January 2010 - December 2010
Morningstar March 2008 - January 2010
Morningstar July 2002 - February 2008
Morningstar June 2000 - June 2002
Morningstar July 1995 - May 2000
Conam Languge School January 1994 - June 1994
Gymnazium Kromeriz January 1993 - June 1993
Skills
SQL, Hudson, XML, Access, Radview WebLoad, Quality Center, PVCS, Defect Tracking, ClearQuest, Software Quality..., Offshore Management, Agile Methodologies, Scrum, Process Improvement, Distributed Team..., Team Management, SDLC, Testing, Test Planning, Agile Project Management, Waterfall, RQM, Virtual Teams, SharePoint, Functional Testing, Test Automation, Requirements Gathering, User Acceptance Testing, Visio, System Testing, HP Quality Center, QTP, Requirements Analysis
Education
University of Michigan 1988 — 1992
BA, Political Science and Anthropology
Brenton Belt's Morningstar Experience July 2013 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar May 2011 - June 2013
JPMorgan Chase February 2010 - February 2011
CNA Insurance June 2007 - August 2009
Skills
Financial Modeling, Financial Statement..., Financial Analysis, Valuation, Accounting, Morningstar Direct, Bloomberg, Asset Management, Business Valuation, Corporate Finance, Due Diligence, Equities, Finance, Financial Accounting, Financial Reporting, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Private Equity, Sarbanes-Oxley Act, Strategic Financial..., Derivatives, GAAP, Financial Risk, Investment Management, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor's of Science, Finance
Morningstar July 2013 - Present
Morningstar May 2011 - June 2013
JPMorgan Chase February 2010 - February 2011
CNA Insurance June 2007 - August 2009
Skills
Financial Modeling, Financial Statement..., Financial Analysis, Valuation, Accounting, Morningstar Direct, Bloomberg, Asset Management, Business Valuation, Corporate Finance, Due Diligence, Equities, Finance, Financial Accounting, Financial Reporting, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Private Equity, Sarbanes-Oxley Act, Strategic Financial..., Derivatives, GAAP, Financial Risk, Investment Management, Financial Services
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor's of Science, Finance
Jonathan Schrader, CFA's Morningstar Experience January 2008 - Present
Job Vice President, Institutional Equities Research Sales
Industry Financial Services
Experience
Morningstar January 2008 - Present
GIVETOLIVE June 2012 - Present
Morningstar July 2001 - January 2008
Skills
Equity Research, Equity Valuation, Investments
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Finance with a concentration in investments
University of Notre Dame 1992 — 1996
Bachelor of Arts (B.A.), Theology
Morningstar January 2008 - Present
GIVETOLIVE June 2012 - Present
Morningstar July 2001 - January 2008
Skills
Equity Research, Equity Valuation, Investments
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Finance with a concentration in investments
University of Notre Dame 1992 — 1996
Bachelor of Arts (B.A.), Theology
Joe Sinha Joe Sinha's Morningstar Experience December 1992 - June 1997
Job Director of Sales and Marketing at Parnassus Investments
Industry Financial Services
Experience
Parnassus Investments May 2015 - Present
Wells Fargo Funds Management, LLC February 2012 - May 2015
Wells Fargo Advantage Funds April 2009 - February 2012
Wells Fargo Funds Management 2007 - 2009
Wells Fargo Advantage Funds April 2000 - March 2007
Transamerica 1999 - 2000
Morningstar December 1992 - June 1997
Skills
Asset Allocation, Mutual Funds, Leadership, Mergers & Acquisitions, Investments, Product Development, Marketing, Investment Management, Game Shows, Financial Services, Chickens, Hedge Funds, Alternative Investments, Chilled Water, Relationship Management, Asset Management, Wealth Management
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Product Marketing & Investment Finance
University of Michigan 1988 — 1992
Bachelor’s Degree, English, Economics
Parnassus Investments May 2015 - Present
Wells Fargo Funds Management, LLC February 2012 - May 2015
Wells Fargo Advantage Funds April 2009 - February 2012
Wells Fargo Funds Management 2007 - 2009
Wells Fargo Advantage Funds April 2000 - March 2007
Transamerica 1999 - 2000
Morningstar December 1992 - June 1997
Skills
Asset Allocation, Mutual Funds, Leadership, Mergers & Acquisitions, Investments, Product Development, Marketing, Investment Management, Game Shows, Financial Services, Chickens, Hedge Funds, Alternative Investments, Chilled Water, Relationship Management, Asset Management, Wealth Management
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Product Marketing & Investment Finance
University of Michigan 1988 — 1992
Bachelor’s Degree, English, Economics
Jacob Weinberg Jacob Weinberg's Morningstar Experience May 2015 - Present
Job Research Intern at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Procida Funding & Advisors June 2014 - August 2014
Versant Funding, LLC October 2012 - August 2013
Skills
Microsoft Excel, Quantitative Analytics, Public Speaking, Accounting, Teamwork, Organization Skills
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2013 — 2017
Morningstar May 2015 - Present
Procida Funding & Advisors June 2014 - August 2014
Versant Funding, LLC October 2012 - August 2013
Skills
Microsoft Excel, Quantitative Analytics, Public Speaking, Accounting, Teamwork, Organization Skills
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2013 — 2017
Benjamin Scher's Morningstar Experience May 2015 - July 2015
Job Analyst Intern at Privet Capital, LLC
Industry
Experience
Global Investments Club October 2013 - Present
Privet Capital, LLC July 2015 - August 2015
Morningstar May 2015 - July 2015
Delta Kappa Epsilon International Fraternity January 2015 - May 2015
Baldwin & Obenauf, Inc. May 2014 - August 2014
LSA Student Government October 2013 - June 2014
Ramapo Country Day Camp June 2013 - August 2013
Skills
Research, Public Speaking, Community Outreach, Teamwork, Data Analysis, PowerPoint, Leadership, Microsoft Excel, Social Media, Financial Modeling, Event Planning, Marketing Strategy, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration, GPA: 3.91/4.0
University of Michigan 2013 — 2014
LSA Honors Program
Global Investments Club October 2013 - Present
Privet Capital, LLC July 2015 - August 2015
Morningstar May 2015 - July 2015
Delta Kappa Epsilon International Fraternity January 2015 - May 2015
Baldwin & Obenauf, Inc. May 2014 - August 2014
LSA Student Government October 2013 - June 2014
Ramapo Country Day Camp June 2013 - August 2013
Skills
Research, Public Speaking, Community Outreach, Teamwork, Data Analysis, PowerPoint, Leadership, Microsoft Excel, Social Media, Financial Modeling, Event Planning, Marketing Strategy, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration, GPA: 3.91/4.0
University of Michigan 2013 — 2014
LSA Honors Program
Brian Delegan's Morningstar Experience April 2013 - Present
Job Head of Global Solutions Design and Delivery at Morningstar
Industry Computer Software
Experience
Morningstar April 2013 - Present
Morningstar January 2011 - March 2013
Morningstar June 2004 - March 2011
Morningstar June 1999 - June 2004
University of Minnesota Duluth 1998 - 1999
Piper Jaffray 1998 - 1999
Air National Guard 1995 - 1999
United States Air Force 1993 - 1995
Skills
Market Data, Equities, Product Management, Electronic Trading, Mutual Funds, Technology Development, Product Development, Product Strategy, Product Launches, Product Marketing, Product Design, Business Planning, P&L Management, Web Design, Product Launch, People Management, Web 2.0, Web Applications, Website Development, Sales Engineering, Lean Thinking, Operational Excellence, Business Analysis, Financial Services
Education
University of Minnesota-Duluth 1995 — 1999
BBA Finance, BA Economics
SSHS
SSHS
Morningstar April 2013 - Present
Morningstar January 2011 - March 2013
Morningstar June 2004 - March 2011
Morningstar June 1999 - June 2004
University of Minnesota Duluth 1998 - 1999
Piper Jaffray 1998 - 1999
Air National Guard 1995 - 1999
United States Air Force 1993 - 1995
Skills
Market Data, Equities, Product Management, Electronic Trading, Mutual Funds, Technology Development, Product Development, Product Strategy, Product Launches, Product Marketing, Product Design, Business Planning, P&L Management, Web Design, Product Launch, People Management, Web 2.0, Web Applications, Website Development, Sales Engineering, Lean Thinking, Operational Excellence, Business Analysis, Financial Services
Education
University of Minnesota-Duluth 1995 — 1999
BBA Finance, BA Economics
SSHS
SSHS
Sylvie Poernomo's Morningstar Experience March 2002 - June 2005
Job
Industry Computer Software
Experience
Adaptive Insights June 2015 - Present
NetApp November 2008 - May 2015
Trianz August 2006 - October 2008
Morningstar March 2002 - June 2005
Morningstar July 2000 - February 2002
Skills
Business Intelligence, Program Management, Business Process Design, Software Development, Business Analysis, Cross-functional Team..., Process Improvement, Requirements Gathering, Business Process, Data Warehousing, Project Management, Business Process..., Management Consulting, Agile Methodologies, Change Management, SaaS, Enterprise Software, Strategy, Sales Operations
Education
University of Southern California - Marshall School of Business 2005 — 2006
MBA, International Business
University of Notre Dame 1996 — 2000
BSc, Civil Engineering
Adaptive Insights June 2015 - Present
NetApp November 2008 - May 2015
Trianz August 2006 - October 2008
Morningstar March 2002 - June 2005
Morningstar July 2000 - February 2002
Skills
Business Intelligence, Program Management, Business Process Design, Software Development, Business Analysis, Cross-functional Team..., Process Improvement, Requirements Gathering, Business Process, Data Warehousing, Project Management, Business Process..., Management Consulting, Agile Methodologies, Change Management, SaaS, Enterprise Software, Strategy, Sales Operations
Education
University of Southern California - Marshall School of Business 2005 — 2006
MBA, International Business
University of Notre Dame 1996 — 2000
BSc, Civil Engineering
Dafina Dunmore's Morningstar Experience October 2004 - April 2007
Job Director at Fitch Ratings
Industry Investment Management
Experience
Fitch Ratings May 2007 - Present
Morningstar October 2004 - April 2007
The ServiceMaster Company August 2002 - October 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research, Finance, Fixed Income, Strategic Planning, Investments, Bloomberg, Corporate Finance, Portfolio Management, Capital Markets, Management, Hedge Funds, Asset Management, Financial Markets
Education
University of Missouri-Kansas City 1995 — 1997
MBA, Finance
Fitch Ratings May 2007 - Present
Morningstar October 2004 - April 2007
The ServiceMaster Company August 2002 - October 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Equities, Equity Research, Finance, Fixed Income, Strategic Planning, Investments, Bloomberg, Corporate Finance, Portfolio Management, Capital Markets, Management, Hedge Funds, Asset Management, Financial Markets
Education
University of Missouri-Kansas City 1995 — 1997
MBA, Finance
Aileen Baxter's Morningstar Experience 1997 - 1999
Job Recruiter at Deloitte Consulting LP
Industry Human Resources
Experience
Deloitte Consulting LP RecruiterCommerx1999 - 2000
Morningstar 1997 - 1999
Education
University of Notre Dame 1992 — 1996
Deloitte Consulting LP RecruiterCommerx1999 - 2000
Morningstar 1997 - 1999
Education
University of Notre Dame 1992 — 1996
Richard Bodzy's Morningstar Experience 2004 - 2006
Job Equity Research Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2012 - Present
Putnam Investments January 2009 - May 2012
RiverSource Investments June 2008 - December 2008
Morningstar 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Equity Research
Education
University of Virginia Darden School of Business 2006 — 2008
University of Michigan 1999 — 2003
Bachelors
Montgomery Bell Academy
Putnam Investments June 2012 - Present
Putnam Investments January 2009 - May 2012
RiverSource Investments June 2008 - December 2008
Morningstar 2004 - 2006
Skills
Cross-functional Team..., Financial Modeling, Equity Research
Education
University of Virginia Darden School of Business 2006 — 2008
University of Michigan 1999 — 2003
Bachelors
Montgomery Bell Academy
Bojan Radojcic's Morningstar Experience March 2011 - May 2014
Job Brand Designer at Uptake Chicago
Industry Design
Experience
Uptake Chicago March 2015 - Present
Chicago Design Museum May 2014 - Present
Morningstar March 2011 - May 2014
ALARM Press February 2010 - March 2011
Guerrero Howe Custom Media July 2009 - January 2010
University of Missouri-Columbia October 2006 - May 2009
Jeremy Scott May 2008 - August 2008
Skills
Graphic Design, Typography, Art Direction, Web Design, Interaction Design, Branding & Identity, Human-centered Design, Data Visualization, Information Design, Visual Storytelling, InDesign
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Strategic Communication Design
Uptake Chicago March 2015 - Present
Chicago Design Museum May 2014 - Present
Morningstar March 2011 - May 2014
ALARM Press February 2010 - March 2011
Guerrero Howe Custom Media July 2009 - January 2010
University of Missouri-Columbia October 2006 - May 2009
Jeremy Scott May 2008 - August 2008
Skills
Graphic Design, Typography, Art Direction, Web Design, Interaction Design, Branding & Identity, Human-centered Design, Data Visualization, Information Design, Visual Storytelling, InDesign
Education
University of Missouri-Columbia 2005 — 2009
Bachelor of Journalism, Strategic Communication Design
Brian Lund's Morningstar Experience January 2002 - April 2003
Job Analyst/Portfolio Manager at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments August 2004 - Present
Morningstar Inc 2003 - 2004
Morningstar January 2002 - April 2003
The Motley Fool 2000 - 2001
Skills
Chartered Financial..., Equity Research, Equities, Financial Modeling, Bloomberg, Investments, Asset Management, Valuation, Portfolio Management, Equity Valuation, Hedge Funds, Fixed Income, Financial Analysis, Mutual Funds, Capital Markets, Alternative Investments, Asset Managment, Investment Management
Education
University of North Carolina at Chapel Hill 1992 — 1997
MA, Latin
University of Minnesota-Twin Cities 1988 — 1992
BA, Greek and Latin, 3.90 GPA
ClearBridge Investments August 2004 - Present
Morningstar Inc 2003 - 2004
Morningstar January 2002 - April 2003
The Motley Fool 2000 - 2001
Skills
Chartered Financial..., Equity Research, Equities, Financial Modeling, Bloomberg, Investments, Asset Management, Valuation, Portfolio Management, Equity Valuation, Hedge Funds, Fixed Income, Financial Analysis, Mutual Funds, Capital Markets, Alternative Investments, Asset Managment, Investment Management
Education
University of North Carolina at Chapel Hill 1992 — 1997
MA, Latin
University of Minnesota-Twin Cities 1988 — 1992
BA, Greek and Latin, 3.90 GPA
Lauren Kelly's Morningstar Experience June 2004 - August 2006
Job Alternatives Analyst at William Harris Investors, Inc.
Industry Financial Services
Experience
William Harris Investors, Inc. September 2006 - Present
Morningstar June 2004 - August 2006
Education
University of Missouri-Columbia
William Harris Investors, Inc. September 2006 - Present
Morningstar June 2004 - August 2006
Education
University of Missouri-Columbia
Adam Fleck, CFA's Morningstar Experience March 2014 - Present
Job Director of Consumer Equity Research at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Morningstar November 2010 - March 2014
Morningstar August 2008 - November 2010
Morningstar July 2006 - August 2008
Skills
Valuation, Equities, Equity Research, Equity Valuation, Financial Modeling, Alternative Investments, Morningstar Direct, Portfolio Management, Asset Management, Investments, Asset Allocation, Fixed Income, Hedge Funds, Bloomberg
Education
University of Notre Dame 2002 — 2006
Morningstar March 2014 - Present
Morningstar November 2010 - March 2014
Morningstar August 2008 - November 2010
Morningstar July 2006 - August 2008
Skills
Valuation, Equities, Equity Research, Equity Valuation, Financial Modeling, Alternative Investments, Morningstar Direct, Portfolio Management, Asset Management, Investments, Asset Allocation, Fixed Income, Hedge Funds, Bloomberg
Education
University of Notre Dame 2002 — 2006
Christina Gibson's Morningstar Experience June 2014 - Present
Job Procurement Lead at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
American Express September 2012 - September 2013
American Express June 2007 - September 2012
Hostway Corporation October 2006 - June 2007
Aon Corporation January 2003 - October 2006
Deloitte August 1996 - January 2003
Arcadis Geraghty & Miller March 1995 - August 1996
Education
University of Michigan 1990 — 1994
BSE, Civil and Environmental Engineering
Morningstar June 2014 - Present
American Express September 2012 - September 2013
American Express June 2007 - September 2012
Hostway Corporation October 2006 - June 2007
Aon Corporation January 2003 - October 2006
Deloitte August 1996 - January 2003
Arcadis Geraghty & Miller March 1995 - August 1996
Education
University of Michigan 1990 — 1994
BSE, Civil and Environmental Engineering
Joan W. Harvey's Morningstar Experience June 1998 - October 2003
Job Product Marketing Senior Consultant, Dell, Inc.
Industry Marketing and Advertising
Experience
Dell, Inc. January 2007 - Present
Morningstar June 1998 - October 2003
Encyclopaedia Britannica, Inc. June 1991 - March 1996
Encyclopaedia Britannica May 1989 - May 1991
Education
Lake Forest High School
University of Illinois at Urbana-Champaign
Dell, Inc. January 2007 - Present
Morningstar June 1998 - October 2003
Encyclopaedia Britannica, Inc. June 1991 - March 1996
Encyclopaedia Britannica May 1989 - May 1991
Education
Lake Forest High School
University of Illinois at Urbana-Champaign
Rob Negohosian's Morningstar Experience July 2012 - April 2015
Job Account Executive at SteelBrick
Industry Computer Software
Experience
SteelBrick April 2015 - Present
Morningstar July 2012 - April 2015
Morningstar August 2011 - July 2012
Morningstar February 2008 - August 2011
Park National Bank June 2006 - January 2008
Quicken Loans 2005 - 2005
Skills
Portfolio Management, Investments, Credit Analysis, Credit, Equities, Financial Analysis, Asset Managment, Underwriting, Commercial Lending, Loans, Strategic Financial..., Asset Allocation, Business Development, Relationship Management, Financial Services, Wealth Management, Investment Advisory, Financial Markets, Mutual Funds, Asset Management, Investment Strategies, Alternative Investments
Education
University of Michigan 2002 — 2006
Bachelor of Science, Economics
Troy High School 1998 — 2002
SteelBrick April 2015 - Present
Morningstar July 2012 - April 2015
Morningstar August 2011 - July 2012
Morningstar February 2008 - August 2011
Park National Bank June 2006 - January 2008
Quicken Loans 2005 - 2005
Skills
Portfolio Management, Investments, Credit Analysis, Credit, Equities, Financial Analysis, Asset Managment, Underwriting, Commercial Lending, Loans, Strategic Financial..., Asset Allocation, Business Development, Relationship Management, Financial Services, Wealth Management, Investment Advisory, Financial Markets, Mutual Funds, Asset Management, Investment Strategies, Alternative Investments
Education
University of Michigan 2002 — 2006
Bachelor of Science, Economics
Troy High School 1998 — 2002
Ken Lecuyer's Morningstar Experience June 2008 - Present
Job Vice President, Sales & Marketing at Morningstar
Industry Financial Services
Experience
Morningstar June 2008 - Present
Intria Items 2006 - 2007
Intria 2006 - 2007
Citigroup Fund Services Canada 2000 - 2006
Unisen 2000 - 2005
Gilmore & Associates 1999 - 2000
Great West Life 1997 - 2000
Education
University of Manitoba 1986 — 1991
Bachelor of Commerce (B.Com.), Finance, General
Morningstar June 2008 - Present
Intria Items 2006 - 2007
Intria 2006 - 2007
Citigroup Fund Services Canada 2000 - 2006
Unisen 2000 - 2005
Gilmore & Associates 1999 - 2000
Great West Life 1997 - 2000
Education
University of Manitoba 1986 — 1991
Bachelor of Commerce (B.Com.), Finance, General
Laks Metapalli's Morningstar Experience 2010 - 2010
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Garmin 2005 - 2012
Morningstar 2010 - 2010
International Brotherhood of Boilermakers 2000 - 2010
Interpublic Group 2009 - 2009
Garmin International 2004 - 2009
ScriptPro 2008 - 2008
Garmin International 2004 - 2008
Eagle Global Logistics 2004 - 2004
Education
avm 1985 — 2010
University of Missouri-Kansas City
Garmin 2005 - 2012
Morningstar 2010 - 2010
International Brotherhood of Boilermakers 2000 - 2010
Interpublic Group 2009 - 2009
Garmin International 2004 - 2009
ScriptPro 2008 - 2008
Garmin International 2004 - 2008
Eagle Global Logistics 2004 - 2004
Education
avm 1985 — 2010
University of Missouri-Kansas City
Katie Bayer's Morningstar Experience February 2008 - Present
Job Marketing Coordinator with Morningstar
Industry Marketing and Advertising
Experience
Morningstar February 2008 - Present
Morningstar 2008 - 2010
Morningstar 2008 - 2010
Cash Offer Corporation October 2007 - 2008
Customer Focused Marketing November 2006 - October 2007
Education
University of North Texas 2005 — 2007
MBA, Marketing
University of North Texas 2003 — 2005
BA, Marketing
Morningstar February 2008 - Present
Morningstar 2008 - 2010
Morningstar 2008 - 2010
Cash Offer Corporation October 2007 - 2008
Customer Focused Marketing November 2006 - October 2007
Education
University of North Texas 2005 — 2007
MBA, Marketing
University of North Texas 2003 — 2005
BA, Marketing
Julie Varga's Morningstar Experience January 1999 - September 2006
Job Director of Account Management Morningstar
Industry Investment Management
Experience
Morningstar Associates September 2014 - Present
Morningstar Associates 2006 - September 2014
Morningstar January 1999 - September 2006
Skills
Financial Services, Wealth Management, Asset Management, Asset Managment, Investments, Salesforce.com, Mutual Funds, CRM, Asset Allocation, Business Analysis, Strategy, Portfolio Management, Hedge Funds, Relationship Management, Alternative Investments, Equities, Process Improvement, Business Development, Strategic Financial...
Education
University of Michigan 1993 — 1997
Bachelor of Science (BS), Mathematical Economics
Morningstar Associates September 2014 - Present
Morningstar Associates 2006 - September 2014
Morningstar January 1999 - September 2006
Skills
Financial Services, Wealth Management, Asset Management, Asset Managment, Investments, Salesforce.com, Mutual Funds, CRM, Asset Allocation, Business Analysis, Strategy, Portfolio Management, Hedge Funds, Relationship Management, Alternative Investments, Equities, Process Improvement, Business Development, Strategic Financial...
Education
University of Michigan 1993 — 1997
Bachelor of Science (BS), Mathematical Economics
Jaclyn Gentner's Morningstar Experience June 2013 - Present
Job Product Manager Data Products at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar August 2010 - June 2013
Morningstar March 2009 - March 2011
Milwaukee Bucks May 2007 - March 2009
Chicago Bulls May 2006 - February 2007
Skills
Mutual Funds, Investments, Equities, Sales, Portfolio Management, Morningstar Direct, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
University of Michigan 2002 — 2006
BBA
Brighton High School
Morningstar June 2013 - Present
Morningstar August 2010 - June 2013
Morningstar March 2009 - March 2011
Milwaukee Bucks May 2007 - March 2009
Chicago Bulls May 2006 - February 2007
Skills
Mutual Funds, Investments, Equities, Sales, Portfolio Management, Morningstar Direct, Financial Services
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
University of Michigan 2002 — 2006
BBA
Brighton High School
Allison Colangelo's Morningstar Experience 2013 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar 2013 - Present
The Alvarez Group May 2008 - October 2013
MFP Strategies August 2012 - August 2013
State Farm Insurance January 2007 - May 2008
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, International, Resource, and Consumer Economics, concentration in Consumer Economics and Finance
University of Chicago Graham School of General Studies
Continuing Education Class, Effective Writing in Business and the Professions
Morningstar 2013 - Present
The Alvarez Group May 2008 - October 2013
MFP Strategies August 2012 - August 2013
State Farm Insurance January 2007 - May 2008
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, International, Resource, and Consumer Economics, concentration in Consumer Economics and Finance
University of Chicago Graham School of General Studies
Continuing Education Class, Effective Writing in Business and the Professions
John Panfil's Morningstar Experience 2008 - 2009
Job SQL Server Solutions Provider
Industry Information Technology and Services
Experience
CQG 2009 - Present
Morningstar 2008 - 2009
Morningstar 2001 - 2008
Morningstar 1998 - 2001
Baxter Healthcare 1998 - 1998
SymphonyIRI Group 1992 - 1998
Skills
Microsoft SQL Server, Database Administration, Performance Tuning, Powershell, T-SQL, SSRS, SSIS, Database Design, Windows Scripting, High Availability, Disaster Recovery, Data Warehousing, ETL, Database Admin, Replication, SQL Tuning, SQL, TCP/IP, Databases, Data Modeling
Education
University of Iowa 1990 — 1992
Bachelor, Computer Science
CQG 2009 - Present
Morningstar 2008 - 2009
Morningstar 2001 - 2008
Morningstar 1998 - 2001
Baxter Healthcare 1998 - 1998
SymphonyIRI Group 1992 - 1998
Skills
Microsoft SQL Server, Database Administration, Performance Tuning, Powershell, T-SQL, SSRS, SSIS, Database Design, Windows Scripting, High Availability, Disaster Recovery, Data Warehousing, ETL, Database Admin, Replication, SQL Tuning, SQL, TCP/IP, Databases, Data Modeling
Education
University of Iowa 1990 — 1992
Bachelor, Computer Science
Jeff Westergaard's Morningstar Experience May 2011 - Present
Job at Morningstar
Industry Research
Experience
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
David McFarlin's Morningstar Experience August 2013 - Present
Job Project Manager: Integrated Web Tools at Morningstar
Industry Financial Services
Experience
Morningstar August 2013 - Present
Morningstar March 2012 - August 2013
Jackson Dawson August 2011 - February 2012
Skills
Morningstar Direct, Data Warehousing, Fixed Income, Project Management, Morningstar, Data Analysis, Web Development, Management Consulting, Financial Modeling, Integrated Marketing
Education
Univerzita Karlova v Praze 2009 — 2011
M.A., International Economic Studies
University of Michigan 2004 — 2008
B.A., Sociology, The Economy and Organizations
Morningstar August 2013 - Present
Morningstar March 2012 - August 2013
Jackson Dawson August 2011 - February 2012
Skills
Morningstar Direct, Data Warehousing, Fixed Income, Project Management, Morningstar, Data Analysis, Web Development, Management Consulting, Financial Modeling, Integrated Marketing
Education
Univerzita Karlova v Praze 2009 — 2011
M.A., International Economic Studies
University of Michigan 2004 — 2008
B.A., Sociology, The Economy and Organizations
Kris Inton's Morningstar Experience June 2013 - Present
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Guggenheim Securities September 2009 - January 2013
Merrill Lynch July 2006 - April 2009
Skills
Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance
Morningstar June 2013 - Present
Guggenheim Securities September 2009 - January 2013
Merrill Lynch July 2006 - April 2009
Skills
Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Finance
Darrell Gamble's Morningstar Experience September 2015 - Present
Job Senior .Net Engineer at Morningstar
Industry Information Technology and Services
Experience
Morningstar September 2015 - Present
Greenway Medical Technologies August 2013 - May 2015
Stericycle 2011 - 2013
Addison Search 2011 - 2012
Contracting 2004 - 2011
Peters & Associates 2008 - 2008
Skills
ASP.NET, Silverlight, WCF, LINQ, SharePoint, T-SQL, Microsoft SQL Server, C#, .NET, IIS, HTML, Software Development, Web Development, Windows Server, TFS, SDLC, SQL, Web Services, Business Analysis, Visual Studio, Agile Methodologies
Education
University of Iowa 1979 — 1984
University of Iowa
Morningstar September 2015 - Present
Greenway Medical Technologies August 2013 - May 2015
Stericycle 2011 - 2013
Addison Search 2011 - 2012
Contracting 2004 - 2011
Peters & Associates 2008 - 2008
Skills
ASP.NET, Silverlight, WCF, LINQ, SharePoint, T-SQL, Microsoft SQL Server, C#, .NET, IIS, HTML, Software Development, Web Development, Windows Server, TFS, SDLC, SQL, Web Services, Business Analysis, Visual Studio, Agile Methodologies
Education
University of Iowa 1979 — 1984
University of Iowa
Eileen R. Mulloy's Morningstar Experience April 2015 - Present
Job Director of Project Management and Operations, Research at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar May 2014 - March 2015
Morningstar September 2012 - April 2014
Morningstar October 2010 - August 2012
Morningstar December 2009 - October 2010
Morningstar July 2008 - December 2009
Ford Motor Company May 2007 - August 2007
Skills
Mutual Funds, Investments, Financial Services, Data Analysis, Strategic Financial..., Project Management, Product Management, Market Research, Microsoft Excel, Business Analysis, Marketing, Morningstar Direct, Process Improvement, Quality Assurance
Education
University of Michigan 2004 — 2008
Economics, English
Morningstar April 2015 - Present
Morningstar May 2014 - March 2015
Morningstar September 2012 - April 2014
Morningstar October 2010 - August 2012
Morningstar December 2009 - October 2010
Morningstar July 2008 - December 2009
Ford Motor Company May 2007 - August 2007
Skills
Mutual Funds, Investments, Financial Services, Data Analysis, Strategic Financial..., Project Management, Product Management, Market Research, Microsoft Excel, Business Analysis, Marketing, Morningstar Direct, Process Improvement, Quality Assurance
Education
University of Michigan 2004 — 2008
Economics, English
Max Temkin's Morningstar Experience April 2013 - Present
Job Regional Sales Director, Advisor Solutions, Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
Morningstar June 2011 - March 2013
Morningstar July 2010 - May 2011
Skills
Investments, Sales
Education
University of Michigan
Bachelor of Arts (BA), Economics and History
Morningstar April 2013 - Present
Morningstar June 2011 - March 2013
Morningstar July 2010 - May 2011
Skills
Investments, Sales
Education
University of Michigan
Bachelor of Arts (BA), Economics and History
Charles Beckett, CAIA's Morningstar Experience July 2009 - August 2011
Job Director of Institutional Sales
Industry Financial Services
Experience
Backstop Solutions Group September 2011 - Present
Morningstar July 2009 - August 2011
Morgan Stanley June 2008 - August 2008
Skills
Analytics, Analysis, Valuation, Financial Risk, Finance, Pensions, Corporate Finance, Institutional..., Equities, Economics, Mutual Funds, Private Equity, Asset Allocation, Hedge Funds, Portfolio Management
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Backstop Solutions Group September 2011 - Present
Morningstar July 2009 - August 2011
Morgan Stanley June 2008 - August 2008
Skills
Analytics, Analysis, Valuation, Financial Risk, Finance, Pensions, Corporate Finance, Institutional..., Equities, Economics, Mutual Funds, Private Equity, Asset Allocation, Hedge Funds, Portfolio Management
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Michael Korhorn's Morningstar Experience March 2014 - Present
Job Client Manager at Morningstar
Industry Investment Management
Experience
Morningstar March 2014 - Present
Global Experience Specialists (GES) June 2012 - February 2014
Global Experience Specialists (GES) August 2009 - June 2012
The Walt Disney Company February 2008 - April 2009
The Walt Disney Company July 2007 - February 2008
The Walt Disney Company January 2006 - June 2007
The Walt Disney Company June 2005 - December 2005
Skills
Oracle Applications, Siebel, DSCS (Disney Sales and..., SAP, CRS (Central..., Microsoft Office, Microsoft Excel, Project Management, Account Management, Customer Service, Highly detail oriented, Organization &...
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, 3.69
Morningstar March 2014 - Present
Global Experience Specialists (GES) June 2012 - February 2014
Global Experience Specialists (GES) August 2009 - June 2012
The Walt Disney Company February 2008 - April 2009
The Walt Disney Company July 2007 - February 2008
The Walt Disney Company January 2006 - June 2007
The Walt Disney Company June 2005 - December 2005
Skills
Oracle Applications, Siebel, DSCS (Disney Sales and..., SAP, CRS (Central..., Microsoft Office, Microsoft Excel, Project Management, Account Management, Customer Service, Highly detail oriented, Organization &...
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, 3.69
Ben Zhang, CFA's Morningstar Experience January 2012 - Present
Job Senior Consultant at Morningstar, Inc
Industry Investment Management
Experience
Morningstar January 2012 - Present
Morningstar January 2013 - August 2013
Morningstar July 2008 - November 2011
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Alternative Investments, Investment Strategies, Asset Management, Equities, Institutional..., Investment Banking, Capital Markets Analysis, Economic Research, Team Leadership, Leadership Development, Software Consulting, Quantitative Research, Portfolio Management, Portfolio Optimization, Retirement Planning, Financial Analysis, Data Analysis, Strategic Financial..., Direct Sales, Sales Process, Indexing, Financial Modeling, Software Asset...
Education
NYU Stern School of Business 2012 — 2015
Candidate Masters of Business Admininstration, Financial Management Services, Asset Management and Consulting.
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelors of Business Administration, Finance
Morningstar January 2012 - Present
Morningstar January 2013 - August 2013
Morningstar July 2008 - November 2011
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, Investment Management, Alternative Investments, Investment Strategies, Asset Management, Equities, Institutional..., Investment Banking, Capital Markets Analysis, Economic Research, Team Leadership, Leadership Development, Software Consulting, Quantitative Research, Portfolio Management, Portfolio Optimization, Retirement Planning, Financial Analysis, Data Analysis, Strategic Financial..., Direct Sales, Sales Process, Indexing, Financial Modeling, Software Asset...
Education
NYU Stern School of Business 2012 — 2015
Candidate Masters of Business Admininstration, Financial Management Services, Asset Management and Consulting.
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelors of Business Administration, Finance
Michelle Ward, CFA's Morningstar Experience January 2012 - May 2014
Job Investment Manager at Morningstar Investment Services
Industry Financial Services
Experience
Morningstar Investment Services May 2014 - Present
Morningstar January 2012 - May 2014
Ellwood Associates March 2010 - January 2012
Ellwood Associates June 2009 - June 2010
Wachovia Securities Financial Network June 2008 - August 2008
Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset
Education
University of Michigan 2005 — 2009
BA, Economics
Morningstar Investment Services May 2014 - Present
Morningstar January 2012 - May 2014
Ellwood Associates March 2010 - January 2012
Ellwood Associates June 2009 - June 2010
Wachovia Securities Financial Network June 2008 - August 2008
Skills
Portfolio Management, Asset Allocation, Investment Research, Client Presentation, Fixed Income, Capital Markets, Investments, Mutual Funds, Morningstar Direct, Factset
Education
University of Michigan 2005 — 2009
BA, Economics
Sarabeth Moder's Morningstar Experience November 1999 - March 2014
Job Executive Assistant at Orbitz Worldwide
Industry Financial Services
Experience
Orbitz Worldwide March 2014 - Present
Morningstar November 1999 - March 2014
Hyatt Regency Oak Brook August 1998 - November 1999
Hyatt Westlake Plaza September 1996 - August 1998
Hyatt Hotels Corporation May 1995 - September 1996
Hyatt on Sunset November 1994 - May 1995
Hyatt Regency St. Louis July 1993 - October 1994
Skills
Employee Relations, Onboarding, Financial Services, Investments, Human Resources, Employee Benefits, HRIS, PeopleSoft, Talent Acquisition, College Recruiting, Recruiting, New Hire Orientations
Education
University of Missouri-Columbia
Orbitz Worldwide March 2014 - Present
Morningstar November 1999 - March 2014
Hyatt Regency Oak Brook August 1998 - November 1999
Hyatt Westlake Plaza September 1996 - August 1998
Hyatt Hotels Corporation May 1995 - September 1996
Hyatt on Sunset November 1994 - May 1995
Hyatt Regency St. Louis July 1993 - October 1994
Skills
Employee Relations, Onboarding, Financial Services, Investments, Human Resources, Employee Benefits, HRIS, PeopleSoft, Talent Acquisition, College Recruiting, Recruiting, New Hire Orientations
Education
University of Missouri-Columbia
Hae Jun Jeon's Morningstar Experience May 2010 - August 2010
Job Strategy & Investment Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan March 2014 - Present
J.P. Morgan September 2012 - March 2014
Morningstar May 2010 - August 2010
Skills
Strategic Marketing, Financial Modeling, Bloomberg, Capital Markets, Economics, Series 7, Portfolio Management, Series 63, STFI, Business Development, Crowdfunding, Adobe Premiere Pro, Film Production, Advertising, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
School of Visual Arts 2015 — 2015
Continuing Education, Digital Film
J.P. Morgan March 2014 - Present
J.P. Morgan September 2012 - March 2014
Morningstar May 2010 - August 2010
Skills
Strategic Marketing, Financial Modeling, Bloomberg, Capital Markets, Economics, Series 7, Portfolio Management, Series 63, STFI, Business Development, Crowdfunding, Adobe Premiere Pro, Film Production, Advertising, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
School of Visual Arts 2015 — 2015
Continuing Education, Digital Film
David Meister's Morningstar Experience September 2005 - March 2009
Job Sales at Addepar
Industry Financial Services
Experience
Addepar September 2013 - Present
SunGard Financial Systems March 2011 - September 2013
StatPro January 2010 - March 2011
Morningstar September 2005 - March 2009
Education
University of Illinois at Urbana-Champaign
Addepar September 2013 - Present
SunGard Financial Systems March 2011 - September 2013
StatPro January 2010 - March 2011
Morningstar September 2005 - March 2009
Education
University of Illinois at Urbana-Champaign
Ariel Qiu's Morningstar Experience July 2009 - July 2011
Job Management Consultant
Industry Management Consulting
Experience
Blue Ridge Partners June 2014 - Present
Shenzhen Xianxing Electronics Ltd August 2013 - May 2014
Anheuser-Busch InBev June 2012 - August 2012
Morningstar July 2009 - July 2011
Skills
Financial Modeling, Data Analysis, Financial Analysis, Process Improvement, Business Analysis, Competitive Analysis, Portfolio Management, Valuation, Project Management, Corporate Finance, Bloomberg, Derivatives, Market Research, Strategy, Business Strategy, Equities, Microsoft Excel, Growth Strategies, Sales Compensation, Go-to-market Strategy
Education
University of Chicago 2011 — 2013
MBA, Finance, Strategy and Economics
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Blue Ridge Partners June 2014 - Present
Shenzhen Xianxing Electronics Ltd August 2013 - May 2014
Anheuser-Busch InBev June 2012 - August 2012
Morningstar July 2009 - July 2011
Skills
Financial Modeling, Data Analysis, Financial Analysis, Process Improvement, Business Analysis, Competitive Analysis, Portfolio Management, Valuation, Project Management, Corporate Finance, Bloomberg, Derivatives, Market Research, Strategy, Business Strategy, Equities, Microsoft Excel, Growth Strategies, Sales Compensation, Go-to-market Strategy
Education
University of Chicago 2011 — 2013
MBA, Finance, Strategy and Economics
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Economics
Emily Luskind's Morningstar Experience July 2015 - Present
Job Development Program at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
AmeriCorps July 2014 - June 2015
Kroll Bond Rating Agency, Inc. June 2013 - August 2013
Five Star Basketball June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Minitab, Analysis, Finance, Financial Analysis, Data Analysis
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics, 3.3 GPA
Morningstar July 2015 - Present
AmeriCorps July 2014 - June 2015
Kroll Bond Rating Agency, Inc. June 2013 - August 2013
Five Star Basketball June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Minitab, Analysis, Finance, Financial Analysis, Data Analysis
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics, 3.3 GPA
Dade Dang's Morningstar Experience December 2008 - August 2011
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
BMO Capital Markets July 2014 - December 2014
Jefferies LLC May 2013 - August 2013
Calamos Investments September 2011 - July 2012
Morningstar December 2008 - August 2011
Morningstar September 2006 - November 2008
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Chicago 2000 — 2004
Bachelor of Arts (BA), Economics
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments