Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Wisdom Mak Wisdom Mak's Morningstar Experience January 2014 - May 2014
Job Advisory Staff, Performance Improvement at EY
Industry Management Consulting
Experience
EY September 2015 - Present
Walt Disney Imagineering June 2014 - August 2014
Morningstar January 2014 - May 2014
The University of Notre Dame Mendoza College of Business August 2013 - December 2013
Hong Kong Convention and Exhibition Centre May 2013 - July 2013
Citi May 2012 - July 2012
AsiaCrest Capital July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Prezi, Microsoft Office, PowerPoint, Process Improvement, Management, Finance, Project Planning, Databases, Banking, Competitive Analysis, Access
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Film, Summa cum laude
EY September 2015 - Present
Walt Disney Imagineering June 2014 - August 2014
Morningstar January 2014 - May 2014
The University of Notre Dame Mendoza College of Business August 2013 - December 2013
Hong Kong Convention and Exhibition Centre May 2013 - July 2013
Citi May 2012 - July 2012
AsiaCrest Capital July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Prezi, Microsoft Office, PowerPoint, Process Improvement, Management, Finance, Project Planning, Databases, Banking, Competitive Analysis, Access
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Film, Summa cum laude
Shannon Brady's Morningstar Experience January 2014 - May 2014
Job Morgan Stanley Investment Banking Analyst
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morningstar January 2014 - May 2014
Colony Capital December 2013 - January 2014
Big Arms Swimmers May 2013 - August 2013
Skills
Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Research, Data Analysis, Bloomberg, Capital IQ, Highly detail oriented, Public Speaking, Teamwork
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
JSerra Catholic High School 2007 — 2011
Morgan Stanley June 2014 - Present
Morningstar January 2014 - May 2014
Colony Capital December 2013 - January 2014
Big Arms Swimmers May 2013 - August 2013
Skills
Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Research, Data Analysis, Bloomberg, Capital IQ, Highly detail oriented, Public Speaking, Teamwork
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
JSerra Catholic High School 2007 — 2011
Joanna McGinley Joanna McGinley's Morningstar Experience May 2013 - Present
Job Global Head of Alliances and Redistributor Solutions at Morningstar
Industry Financial Services
Experience
Morningstar May 2013 - Present
Morningstar 2012 - 2013
Morningstar 2006 - 2012
Morningstar 2005 - 2006
Morningstar 2002 - 2005
Morningstar 2000 - 2002
Morningstar 1997 - 2000
Morningstar 1995 - 1997
Morningstar 1993 - 1995
Skills
Investments, Market Research, Sales Management, Business Analysis, Business Planning, Product Management, Software Sales, Portfolio Management, Management, Product Development, Business Intelligence, Software Industry, Alternative Investments, CRM, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Economics
Morningstar May 2013 - Present
Morningstar 2012 - 2013
Morningstar 2006 - 2012
Morningstar 2005 - 2006
Morningstar 2002 - 2005
Morningstar 2000 - 2002
Morningstar 1997 - 2000
Morningstar 1995 - 1997
Morningstar 1993 - 1995
Skills
Investments, Market Research, Sales Management, Business Analysis, Business Planning, Product Management, Software Sales, Portfolio Management, Management, Product Development, Business Intelligence, Software Industry, Alternative Investments, CRM, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1990
B.S., Economics
Julie Proulx Julie Proulx's Morningstar Experience July 2000 - July 2007
Job Translation Services Lead at Baxter International Inc.
Industry Pharmaceuticals
Experience
Baxter International Inc. February 2012 - Present
Morningstar July 2000 - July 2007
Skills
Editing, HTML, Research, English, Copy Editing, Equity Research, Proofreading, Journalism, Economics, News Writing, Photoshop, Mandarin, English to French, Project Management
Education
York University - Glendon College 2007 — 2010
Master's degree, Translation Studies
University of Ottawa / Université d'Ottawa 1990 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Baxter International Inc. February 2012 - Present
Morningstar July 2000 - July 2007
Skills
Editing, HTML, Research, English, Copy Editing, Equity Research, Proofreading, Journalism, Economics, News Writing, Photoshop, Mandarin, English to French, Project Management
Education
York University - Glendon College 2007 — 2010
Master's degree, Translation Studies
University of Ottawa / Université d'Ottawa 1990 — 1994
Bachelor of Arts (B.A.), French Language and Literature
Edwar Luengas's Morningstar Experience June 2010 - August 2011
Job Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP November 2013 - Present
Morningstar June 2010 - August 2011
World Trade Center Chicago June 2009 - August 2009
UBS Investment Bank June 2007 - August 2007
Skills
Access, Financial Analysis
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Accountancy
Grant Thornton LLP November 2013 - Present
Morningstar June 2010 - August 2011
World Trade Center Chicago June 2009 - August 2009
UBS Investment Bank June 2007 - August 2007
Skills
Access, Financial Analysis
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (BBA), Accountancy
Paul Herbert, CFA, CAIA's Morningstar Experience 2004 - 2008
Job Managing Director at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. January 2014 - Present
Harbor Capital Advisors, Inc. September 2008 - December 2013
Morningstar 2004 - 2008
Morningstar 1999 - 2004
Morningstar 1997 - 1999
Skills
Asset Management, Mutual Funds, Alternative Investments, Investments, Investment Management, Fixed Income, Asset Managment, Financial Analysis, Portfolio Management, Equities, Securities, Asset Allocation, Investment Strategies
Education
University of Notre Dame 1993 — 1997
BBA, Finance
Harbor Capital Advisors, Inc. January 2014 - Present
Harbor Capital Advisors, Inc. September 2008 - December 2013
Morningstar 2004 - 2008
Morningstar 1999 - 2004
Morningstar 1997 - 1999
Skills
Asset Management, Mutual Funds, Alternative Investments, Investments, Investment Management, Fixed Income, Asset Managment, Financial Analysis, Portfolio Management, Equities, Securities, Asset Allocation, Investment Strategies
Education
University of Notre Dame 1993 — 1997
BBA, Finance
Cassandra Chew's Morningstar Experience May 2015 - August 2015
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - August 2015
Morningstar July 2014 - May 2015
University of Pittsburgh Department of Psychology September 2012 - April 2014
University of Pittsburgh August 2011 - November 2013
Fidelity Investments May 2013 - August 2013
Proverb, Limited May 2012 - August 2012
Argopoint LLC April 2012 - June 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Economics, Psychology, Business
Lexington High School 2006 — 2010
Morningstar May 2015 - August 2015
Morningstar July 2014 - May 2015
University of Pittsburgh Department of Psychology September 2012 - April 2014
University of Pittsburgh August 2011 - November 2013
Fidelity Investments May 2013 - August 2013
Proverb, Limited May 2012 - August 2012
Argopoint LLC April 2012 - June 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Economics, Psychology, Business
Lexington High School 2006 — 2010
Daniel Bragilevsky Daniel Bragilevsky's Morningstar Experience May 2012 - August 2012
Job IT Business Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2014 - Present
Linguistic Data Consortium June 2008 - Present
Federal Reserve Bank of New York June 2013 - August 2013
University of Pittsburgh August 2011 - May 2013
Morningstar May 2012 - August 2012
Linguistic Data Consortium June 2011 - August 2011
LevyLab August 2010 - January 2011
Skills
Microsoft Office, Leadership, Management, Linux, Excel, PHP, Networking, MySQL, Drupal, Windows 7, Windows Server, Linux System..., SQL, System Administration, Database Administration, Databases, SharePoint, Project Management, Access, Microsoft Excel
Education
University of Pittsburgh 2010 — 2014
Global Management and Finance Dual Major, Management Information Systems, General
Harriton High School 2006 — 2010
Federal Reserve Bank of New York June 2014 - Present
Linguistic Data Consortium June 2008 - Present
Federal Reserve Bank of New York June 2013 - August 2013
University of Pittsburgh August 2011 - May 2013
Morningstar May 2012 - August 2012
Linguistic Data Consortium June 2011 - August 2011
LevyLab August 2010 - January 2011
Skills
Microsoft Office, Leadership, Management, Linux, Excel, PHP, Networking, MySQL, Drupal, Windows 7, Windows Server, Linux System..., SQL, System Administration, Database Administration, Databases, SharePoint, Project Management, Access, Microsoft Excel
Education
University of Pittsburgh 2010 — 2014
Global Management and Finance Dual Major, Management Information Systems, General
Harriton High School 2006 — 2010
Wiley Green's Morningstar Experience May 2015 - Present
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Morningstar, Inc. July 2014 - May 2015
Skills
VBA, SQL, Variable Annuities, Reference Data, Corporate Actions, Mutual Funds, Data Analysis
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts, International Economics, Studio Art
Morningstar May 2015 - Present
Morningstar, Inc. July 2014 - May 2015
Skills
VBA, SQL, Variable Annuities, Reference Data, Corporate Actions, Mutual Funds, Data Analysis
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts, International Economics, Studio Art
Jim Sinegal Jim Sinegal's Morningstar Experience May 2007 - Present
Job Financial services analyst
Industry Investment Management
Experience
Morningstar May 2007 - Present
Skills
Equities, Equity Research, Financial Services, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Banking, Financial Analysis, Investments, Investment Management, Asset Management, DCF, Competitive Analysis, Value Investing, Morningstar Direct, Asset Allocation, Endowments, Alternative Investments, Entrepreneurship
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
MBA
University of Southern California 1995 — 1999
BA
Morningstar May 2007 - Present
Skills
Equities, Equity Research, Financial Services, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Banking, Financial Analysis, Investments, Investment Management, Asset Management, DCF, Competitive Analysis, Value Investing, Morningstar Direct, Asset Allocation, Endowments, Alternative Investments, Entrepreneurship
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2006
MBA
University of Southern California 1995 — 1999
BA
Jason Ren, CFA Jason Ren, CFA's Morningstar Experience July 2009 - November 2010
Job Director, Global AnalystREITs at Duff & Phelps Investment Management Co.
Industry Financial Services
Experience
Duff & Phelps Investment Management Co. March 2015 - Present
Duff & Phelps Investment Management Co. May 2012 - March 2015
Morningstar, Inc November 2010 - April 2012
Morningstar July 2009 - November 2010
Morningstar July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
American Civil Liberties Union of NJ June 2006 - August 2006
Skills
Equity Valuation, Cash Flow Forecasting, Juggling, Valuation, Financial Modeling, Equity Research, Competitive Analysis, Equities, Bloomberg, Finance, Asset Allocation, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Chartered Financial..., DCF, Investment Management, Hedge Funds
Education
Williams College 2004 — 2008
Bachelor of Arts, Economics and History
University of Oxford 2006 — 2007
Study Abroad, Economics, History, Art
Dunellen High School 2000 — 2004
Duff & Phelps Investment Management Co. March 2015 - Present
Duff & Phelps Investment Management Co. May 2012 - March 2015
Morningstar, Inc November 2010 - April 2012
Morningstar July 2009 - November 2010
Morningstar July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
American Civil Liberties Union of NJ June 2006 - August 2006
Skills
Equity Valuation, Cash Flow Forecasting, Juggling, Valuation, Financial Modeling, Equity Research, Competitive Analysis, Equities, Bloomberg, Finance, Asset Allocation, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Chartered Financial..., DCF, Investment Management, Hedge Funds
Education
Williams College 2004 — 2008
Bachelor of Arts, Economics and History
University of Oxford 2006 — 2007
Study Abroad, Economics, History, Art
Dunellen High School 2000 — 2004
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
Donald A McHenry III's Morningstar Experience January 2015 - Present
Job Senior Business Analyst at Morningstar
Industry Computer Software
Experience
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Sean Bonanni Sean Bonanni's Morningstar Experience May 2011 - August 2011
Job Financial Analyst
Industry Financial Services
Experience
BNP Paribas Investment Partners October 2014 - Present
BDO USA, LLP January 2012 - October 2014
Treloar & Heisel May 2012 - August 2012
Mass Mutual January 2011 - July 2012
Morningstar May 2011 - August 2011
The Crons Brand May 2010 - August 2010
Skills
Online Advertising, Microsoft Office, Marketing, Financial Analysis, Financial Modeling, Investments, PowerPoint, Valuation, Leadership, Social Media, Microsoft Word, Access, Microsoft Excel, Customer Service, Spanish, Data Analysis, Sales, Teamwork
Education
University of Pittsburgh 2008 — 2012
Accounting and Finance
Westminster School 2004 — 2008
BNP Paribas Investment Partners October 2014 - Present
BDO USA, LLP January 2012 - October 2014
Treloar & Heisel May 2012 - August 2012
Mass Mutual January 2011 - July 2012
Morningstar May 2011 - August 2011
The Crons Brand May 2010 - August 2010
Skills
Online Advertising, Microsoft Office, Marketing, Financial Analysis, Financial Modeling, Investments, PowerPoint, Valuation, Leadership, Social Media, Microsoft Word, Access, Microsoft Excel, Customer Service, Spanish, Data Analysis, Sales, Teamwork
Education
University of Pittsburgh 2008 — 2012
Accounting and Finance
Westminster School 2004 — 2008
G. Parrish Glover's Morningstar Experience December 2006 - August 2009
Job Currently seeking analyst opportunity
Industry Financial Services
Experience
American Airlines September 2012 - April 2014
Macquarie Group September 2010 - July 2011
Morningstar December 2006 - August 2009
ZS Genetics August 2005 - August 2006
University of Notre Dame December 2004 - May 2005
Pinnacle Education Associates July 2001 - November 2002
Harcourt College Publishers May 1997 - July 2001
Education
University of Notre Dame 2003 — 2005
MBA, Finance & Investments
University of Notre Dame - Mendoza College of Business 2003 — 2005
MBA, Finance & Investments
American Airlines September 2012 - April 2014
Macquarie Group September 2010 - July 2011
Morningstar December 2006 - August 2009
ZS Genetics August 2005 - August 2006
University of Notre Dame December 2004 - May 2005
Pinnacle Education Associates July 2001 - November 2002
Harcourt College Publishers May 1997 - July 2001
Education
University of Notre Dame 2003 — 2005
MBA, Finance & Investments
University of Notre Dame - Mendoza College of Business 2003 — 2005
MBA, Finance & Investments
Michael McGinty's Morningstar Experience May 2014 - August 2014
Job Senior at the University of Pittsburgh
Industry Higher Education
Experience
Pocket Points, Inc. May 2015 - Present
University of Pittsburgh Athletic Department September 2013 - Present
University of Pittsburgh August 2012 - Present
Morningstar May 2014 - August 2014
Bethlehem Township Community Center June 2012 - December 2013
Panera Bread January 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Facebook, Teamwork, Finance, Administration, Time Management, Research, Customer Service, Social Media, Social Networking, Management
Education
University of Pittsburgh 2012 — 2015
Finance, General, Junior
Pocket Points, Inc. May 2015 - Present
University of Pittsburgh Athletic Department September 2013 - Present
University of Pittsburgh August 2012 - Present
Morningstar May 2014 - August 2014
Bethlehem Township Community Center June 2012 - December 2013
Panera Bread January 2011 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Microsoft Word, Facebook, Teamwork, Finance, Administration, Time Management, Research, Customer Service, Social Media, Social Networking, Management
Education
University of Pittsburgh 2012 — 2015
Finance, General, Junior
Alex Kanner Alex Kanner's Morningstar Experience May 2014 - August 2014
Job Global Finance Intern at Johnson & Johnson
Industry Financial Services
Experience
The Pitt News January 2015 - Present
Johnson & Johnson May 2015 - August 2015
Morningstar May 2014 - August 2014
Hillel International August 2013 - April 2014
Skills
Outlook, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Windows, Time Management, Team Leadership, Data Entry, Leadership, Communication, Data Analysis
Education
University of Pittsburgh 2012 — 2016
Bachelor of Science in Business Administration, Finance; Economics
Council Rock High School North 2008 — 2012
The Pitt News January 2015 - Present
Johnson & Johnson May 2015 - August 2015
Morningstar May 2014 - August 2014
Hillel International August 2013 - April 2014
Skills
Outlook, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Windows, Time Management, Team Leadership, Data Entry, Leadership, Communication, Data Analysis
Education
University of Pittsburgh 2012 — 2016
Bachelor of Science in Business Administration, Finance; Economics
Council Rock High School North 2008 — 2012
Larry Shumbres Larry Shumbres's Morningstar Experience February 2010 - July 2011
Job Vice President for SmartVision, Institutional Intelligence for Financial Advisors
Industry Financial Services
Experience
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
Craig Lachs Craig Lachs's Morningstar Experience May 2013 - August 2013
Job Student at University of Pittsburgh
Industry Financial Services
Experience
BNY Mellon June 2015 - August 2015
Tannor Capital Management LLC March 2014 - August 2014
Morningstar May 2013 - August 2013
Boy Scouts of America June 2009 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2015 — 2016
Master of , Accounting and Finance
University of Pittsburgh 2011 — 2015
BNY Mellon June 2015 - August 2015
Tannor Capital Management LLC March 2014 - August 2014
Morningstar May 2013 - August 2013
Boy Scouts of America June 2009 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2015 — 2016
Master of , Accounting and Finance
University of Pittsburgh 2011 — 2015
Leeor Cohen Leeor Cohen's Morningstar Experience May 2012 - August 2012
Job Special Operations Lead at Bonobos
Industry International Trade and Development
Experience
Bonobos August 2015 - Present
Bonobos July 2014 - Present
The Clearing House May 2013 - July 2013
Morningstar May 2012 - August 2012
Alpha Epsilon Pi Fraternity August 2011 - August 2012
Plus3 Program, College of Business Administration May 2011 - May 2011
Empire Tools June 2010 - August 2010
Skills
Research, Business Development, Leadership, Customer Service, Sales, Hebrew, Negotiation, International Business, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Social Media, Public Speaking, Business Communications
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration, Global Management, Alumni
University of Economics and Finance (HCM, Vietnam) 2011 — 2011
Freshman Year
Mamaroneck High School 2007 — 2010
Eisendrath International Exchange 2008 — 2008
Israeli culture and language, Sophomore in High School
Bonobos August 2015 - Present
Bonobos July 2014 - Present
The Clearing House May 2013 - July 2013
Morningstar May 2012 - August 2012
Alpha Epsilon Pi Fraternity August 2011 - August 2012
Plus3 Program, College of Business Administration May 2011 - May 2011
Empire Tools June 2010 - August 2010
Skills
Research, Business Development, Leadership, Customer Service, Sales, Hebrew, Negotiation, International Business, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Social Media, Public Speaking, Business Communications
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration, Global Management, Alumni
University of Economics and Finance (HCM, Vietnam) 2011 — 2011
Freshman Year
Mamaroneck High School 2007 — 2010
Eisendrath International Exchange 2008 — 2008
Israeli culture and language, Sophomore in High School
Ryun Patterson Ryun Patterson's Morningstar Experience March 2012 - Present
Job Writer, editor
Industry Writing and Editing
Experience
The Vanishing Act Project November 2013 - Present
Morningstar March 2012 - Present
Morningstar September 2007 - March 2012
Morningstar October 2004 - September 2007
Northwest Herald February 2004 - October 2004
The Cambodia Daily December 1999 - November 2003
The Northwest Herald July 1998 - December 1999
The Shawano Leader July 1997 - July 1998
Skills
Editing, Journalism, Copy Editing, Editorial, Feature Articles, Ap Style, Blogging, Press Releases, Publications, News Writing, Media Relations, Proofreading, Social Media, Newsletters, Morningstar Direct, Hilariousness, Spelling, Singing "Brandy" by..., AP Style, Breaking News, Magazines, Newspapers, Publishing, Interviews, Advertising, Photography, Capacity Building, Content Development, Online Journalism, Business Journalism, Content Management, Copywriting
Education
University of Oklahoma 1992 — 1996
BA, Journalism
The Vanishing Act Project November 2013 - Present
Morningstar March 2012 - Present
Morningstar September 2007 - March 2012
Morningstar October 2004 - September 2007
Northwest Herald February 2004 - October 2004
The Cambodia Daily December 1999 - November 2003
The Northwest Herald July 1998 - December 1999
The Shawano Leader July 1997 - July 1998
Skills
Editing, Journalism, Copy Editing, Editorial, Feature Articles, Ap Style, Blogging, Press Releases, Publications, News Writing, Media Relations, Proofreading, Social Media, Newsletters, Morningstar Direct, Hilariousness, Spelling, Singing "Brandy" by..., AP Style, Breaking News, Magazines, Newspapers, Publishing, Interviews, Advertising, Photography, Capacity Building, Content Development, Online Journalism, Business Journalism, Content Management, Copywriting
Education
University of Oklahoma 1992 — 1996
BA, Journalism
Stuart Brogan CFP® Stuart Brogan CFP®'s Morningstar Experience April 2008 - January 2011
Job President at Bayview Financial Planning, Consulting at MUFG Union Bank
Industry Financial Services
Experience
Bayview Financial Planning, Consulting at MUFG Union Bank January 2009 - Present
MarketShare April 2012 - February 2015
MUFG in the Americas September 2011 - March 2012
Hedge Fund Association January 2010 - January 2011
Morningstar April 2008 - January 2011
Citadel Investment Group June 2005 - February 2008
State Street March 2001 - June 2005
Wharton School, University of Pennsylvania June 2003 - May 2005
Robertson Stephens September 1995 - January 2000
Skills
Portfolio Management, Equities, IT Strategy, Investments, Hedge Funds, Asset Managment, Product Management, Project Management, Financial Services, Financial Modeling, Strategy, Analytics, Asset Management, Start-ups, Leadership, CRM, E-commerce, Consulting, Business Intelligence, Analysis, Business Analysis, Outsourcing, Big Data, Marketing Strategy, Digital Marketing, Brokerage, Alternative Investments, Finance, Executive Management, Management, Product Development, SaaS, Competitive Analysis, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, Marketing, Business Strategy, SDLC, Program Management, Business Development, Fixed Income, Cross-functional Team..., Vendor Management, Agile Methodologies, Strategic Planning, Software Development, Cloud Computing, Management Consulting, SQL
Education
Wharton school 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bayview Financial Planning, Consulting at MUFG Union Bank January 2009 - Present
MarketShare April 2012 - February 2015
MUFG in the Americas September 2011 - March 2012
Hedge Fund Association January 2010 - January 2011
Morningstar April 2008 - January 2011
Citadel Investment Group June 2005 - February 2008
State Street March 2001 - June 2005
Wharton School, University of Pennsylvania June 2003 - May 2005
Robertson Stephens September 1995 - January 2000
Skills
Portfolio Management, Equities, IT Strategy, Investments, Hedge Funds, Asset Managment, Product Management, Project Management, Financial Services, Financial Modeling, Strategy, Analytics, Asset Management, Start-ups, Leadership, CRM, E-commerce, Consulting, Business Intelligence, Analysis, Business Analysis, Outsourcing, Big Data, Marketing Strategy, Digital Marketing, Brokerage, Alternative Investments, Finance, Executive Management, Management, Product Development, SaaS, Competitive Analysis, Strategic Partnerships, Enterprise Software, Mergers & Acquisitions, Marketing, Business Strategy, SDLC, Program Management, Business Development, Fixed Income, Cross-functional Team..., Vendor Management, Agile Methodologies, Strategic Planning, Software Development, Cloud Computing, Management Consulting, SQL
Education
Wharton school 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Eileen Bingle's Morningstar Experience March 2015 - Present
Job Business Analyst, Technology at Morningstar
Industry Information Technology and Services
Experience
Morningstar March 2015 - Present
Accenture January 2014 - March 2015
Accenture October 2012 - December 2013
Accenture October 2011 - October 2012
Skills
Enterprise Systems..., Requirements Gathering, Technical Solution..., System Testing, User Acceptance Testing, System Deployment, Financial Systems, Project Management, Business Process..., SQL, Business Analysis, Integration, Data Analysis, Business Process, Microsoft Office, APIs, Metadata Management
Education
University of Notre Dame 2007 — 2011
Bachelor of Science (B.S.), Chemical Engineering
St. Ursula Academy 2003 — 2007
Morningstar March 2015 - Present
Accenture January 2014 - March 2015
Accenture October 2012 - December 2013
Accenture October 2011 - October 2012
Skills
Enterprise Systems..., Requirements Gathering, Technical Solution..., System Testing, User Acceptance Testing, System Deployment, Financial Systems, Project Management, Business Process..., SQL, Business Analysis, Integration, Data Analysis, Business Process, Microsoft Office, APIs, Metadata Management
Education
University of Notre Dame 2007 — 2011
Bachelor of Science (B.S.), Chemical Engineering
St. Ursula Academy 2003 — 2007
Emily Erdeljac Emily Erdeljac's Morningstar Experience May 2013 - August 2013
Job Audit Intern at Maher Duessel
Industry Accounting
Experience
Maher Duessel June 2015 - August 2015
PwC January 2015 - May 2015
University of Pittsburgh February 2014 - August 2014
Morningstar May 2013 - August 2013
The Country Club May 2012 - September 2012
The Country Club June 2010 - August 2011
Skills
Time Management, PowerPoint, Leadership, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Customer Service, Microsoft Office, Teamwork, Social Networking, Auditing, Facebook
Education
University of Pittsburgh 2011 — 2015
Accounting and Business Information Systems, Senior
Maher Duessel June 2015 - August 2015
PwC January 2015 - May 2015
University of Pittsburgh February 2014 - August 2014
Morningstar May 2013 - August 2013
The Country Club May 2012 - September 2012
The Country Club June 2010 - August 2011
Skills
Time Management, PowerPoint, Leadership, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Customer Service, Microsoft Office, Teamwork, Social Networking, Auditing, Facebook
Education
University of Pittsburgh 2011 — 2015
Accounting and Business Information Systems, Senior
Pablo Ortega's Morningstar Experience August 2006 - December 2006
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citigroup June 2011 - January 2013
Morgan Stanley July 2008 - June 2011
Morgan Stanley May 2007 - August 2007
Morningstar August 2006 - December 2006
Skills
Equities, Investments, Commodity, Structured Products, Financial Modeling, Structured Finance, Derivatives, Financial Analysis, Bloomberg, Exotic Derivatives
Education
University of Notre Dame 2004 — 2008
Bachelor in Business Administration, Finance
Citi January 2013 - Present
Citigroup June 2011 - January 2013
Morgan Stanley July 2008 - June 2011
Morgan Stanley May 2007 - August 2007
Morningstar August 2006 - December 2006
Skills
Equities, Investments, Commodity, Structured Products, Financial Modeling, Structured Finance, Derivatives, Financial Analysis, Bloomberg, Exotic Derivatives
Education
University of Notre Dame 2004 — 2008
Bachelor in Business Administration, Finance
Seamus Donegan's Morningstar Experience January 2013 - May 2013
Job Business Analyst at Deloitte
Industry
Experience
Deloitte September 2014 - Present
KIPP Chicago May 2013 - July 2013
Morningstar January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
University of Notre Dame 2010 — 2014
Bachelor's Degree, Mathematics, Cum Laude
Deloitte September 2014 - Present
KIPP Chicago May 2013 - July 2013
Morningstar January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
University of Notre Dame 2010 — 2014
Bachelor's Degree, Mathematics, Cum Laude
Michael Colonna, CIMA® Michael Colonna, CIMA®'s Morningstar Experience February 2012 - April 2012
Job Vice President Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
Austin Szafranski's Morningstar Experience June 2010 - August 2010
Job Associate at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC January 2015 - Present
BMO Financial Group September 2012 - December 2014
PNC May 2011 - September 2012
Cypress Partners LLC April 2008 - May 2011
Morningstar June 2010 - August 2010
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance
White Oak Global Advisors, LLC January 2015 - Present
BMO Financial Group September 2012 - December 2014
PNC May 2011 - September 2012
Cypress Partners LLC April 2008 - May 2011
Morningstar June 2010 - August 2010
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance
Katie Santella's Morningstar Experience October 2012 - Present
Job International HR Project Coordinator at Morningstar
Industry Financial Services
Experience
Morningstar October 2012 - Present
Morningstar July 2011 - September 2012
Catholic Relief Services June 2010 - August 2010
Catholic Charities Archdiocese of New Orleans June 2009 - August 2009
Skills
Workday, HRIS, Project Management, Social Media, Microsoft Excel, Leadership, Analysis, Training, Customer Service
Education
University of Notre Dame 2007 — 2011
BA (Cum Laude), Political Science and Economics
Resurrection High School 2003 — 2007
Morningstar October 2012 - Present
Morningstar July 2011 - September 2012
Catholic Relief Services June 2010 - August 2010
Catholic Charities Archdiocese of New Orleans June 2009 - August 2009
Skills
Workday, HRIS, Project Management, Social Media, Microsoft Excel, Leadership, Analysis, Training, Customer Service
Education
University of Notre Dame 2007 — 2011
BA (Cum Laude), Political Science and Economics
Resurrection High School 2003 — 2007
Anita Kavalan's Morningstar Experience May 2014 - August 2014
Job Finance Intern at L'Oréal
Industry Investment Management
Experience
L'Oréal May 2015 - August 2015
Morningstar May 2014 - August 2014
The HDH Group October 2013 - April 2014
Skills
Community Outreach, Event Planning, PowerPoint, Public Speaking, Microsoft Word
Education
University of Pittsburgh 2012 — 2016
Finance, Actuarial Science
Mission San Jose
L'Oréal May 2015 - August 2015
Morningstar May 2014 - August 2014
The HDH Group October 2013 - April 2014
Skills
Community Outreach, Event Planning, PowerPoint, Public Speaking, Microsoft Word
Education
University of Pittsburgh 2012 — 2016
Finance, Actuarial Science
Mission San Jose
Frank O'Connor's Morningstar Experience January 2005 - June 2007
Job Vice President, Research and Outreach at Insured Retirement Institute
Industry Financial Services
Experience
IRI June 2014 - Present
Morningstar, Inc. June 2007 - May 2014
Morningstar January 2005 - June 2007
Finetre Corporation July 2003 - January 2005
Skills
Product Development, Project Management, Marketing, Pricing, SQL, Microsoft Excel, Competitive Analysis, Investments, Market Research, Financial Planning, Financial Services, Strategy, Mutual Funds, Management, Product Management, Portfolio Management, Finance, Business Analysis, Asset Management, Relationship Management
Education
University of Tampa - John H. Sykes College of Business 1993 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
University of South Florida 1989 — 1991
BA, International Relations
IRI June 2014 - Present
Morningstar, Inc. June 2007 - May 2014
Morningstar January 2005 - June 2007
Finetre Corporation July 2003 - January 2005
Skills
Product Development, Project Management, Marketing, Pricing, SQL, Microsoft Excel, Competitive Analysis, Investments, Market Research, Financial Planning, Financial Services, Strategy, Mutual Funds, Management, Product Management, Portfolio Management, Finance, Business Analysis, Asset Management, Relationship Management
Education
University of Tampa - John H. Sykes College of Business 1993 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
University of South Florida 1989 — 1991
BA, International Relations
Arthur Oduma's Morningstar Experience 2003 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morningstar 2003 - 2008
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
Morningstar 2003 - 2008
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
Ryan Lentell, CFA's Morningstar Experience October 2006 - August 2008
Job at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management August 2008 - Present
Morningstar October 2006 - August 2008
Skills
Valuation, Equity Research, Financial Modeling, Equities, Portfolio Management, Asset Management, Investments, Bloomberg
Education
University of Notre Dame 2002 — 2004
MBA, Investments
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
University of Virginia 1995 — 1999
MS, Systems Engineering
Barnstable High School
Barnstable High School
Manulife Asset Management August 2008 - Present
Morningstar October 2006 - August 2008
Skills
Valuation, Equity Research, Financial Modeling, Equities, Portfolio Management, Asset Management, Investments, Bloomberg
Education
University of Notre Dame 2002 — 2004
MBA, Investments
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
University of Virginia 1995 — 1999
MS, Systems Engineering
Barnstable High School
Barnstable High School
Steve Sollmann's Morningstar Experience April 2011 - August 2011
Job Academic Counselor
Industry Higher Education
Experience
University of Notre Dame August 2011 - Present
Morningstar April 2011 - August 2011
Morningstar January 2009 - March 2011
Milwaukee Brewers Baseball Club June 2004 - May 2008
Education
University of Notre Dame - Mendoza College of Business 2014 — 2017
Master of Nonprofit Administration
University of Notre Dame 2000 — 2004
Business, Marketing
University of Notre Dame August 2011 - Present
Morningstar April 2011 - August 2011
Morningstar January 2009 - March 2011
Milwaukee Brewers Baseball Club June 2004 - May 2008
Education
University of Notre Dame - Mendoza College of Business 2014 — 2017
Master of Nonprofit Administration
University of Notre Dame 2000 — 2004
Business, Marketing
Courtney Badgley Kozel's Morningstar Experience 2005 - 2007
Job Investor Relations at Chicago Fundamental Investment Partners
Industry Investment Management
Experience
Chicago Fundamental Investment Partners 2007 - Present
Morningstar 2005 - 2007
Education
University of Notre Dame 2001 — 2005
BA, Economics & Political Science
Chicago Fundamental Investment Partners 2007 - Present
Morningstar 2005 - 2007
Education
University of Notre Dame 2001 — 2005
BA, Economics & Political Science
William Brennan's Morningstar Experience August 2006 - December 2006
Job Director, Service Delivery Operations at Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2013 - July 2014
Accenture March 2012 - April 2013
Accenture April 2010 - March 2012
Accenture May 2008 - March 2010
University of Notre Dame September 2007 - May 2008
Newedge May 2007 - August 2007
LightRiver Technologies June 2006 - January 2007
Morningstar August 2006 - December 2006
Skills
Business Process..., Healthcare Information..., Solution Architecture, Health Insurance..., Payer Operations, Program Management, Program Delivery..., Affordable Care Act, Management Consulting, Process Transformation, Legacy Modernization, Leadership, Consulting, Business Process..., Business Process, Software Development, Requirements Gathering, Business Intelligence, Management, Business Analysis, SDLC, Strategy
Education
University of Notre Dame
B.A., Economics, Computer Applications
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas April 2013 - July 2014
Accenture March 2012 - April 2013
Accenture April 2010 - March 2012
Accenture May 2008 - March 2010
University of Notre Dame September 2007 - May 2008
Newedge May 2007 - August 2007
LightRiver Technologies June 2006 - January 2007
Morningstar August 2006 - December 2006
Skills
Business Process..., Healthcare Information..., Solution Architecture, Health Insurance..., Payer Operations, Program Management, Program Delivery..., Affordable Care Act, Management Consulting, Process Transformation, Legacy Modernization, Leadership, Consulting, Business Process..., Business Process, Software Development, Requirements Gathering, Business Intelligence, Management, Business Analysis, SDLC, Strategy
Education
University of Notre Dame
B.A., Economics, Computer Applications
Nick Bugden's Morningstar Experience 2008 - 2008
Job Restructuring Senior Associate
Industry Financial Services
Experience
Ernst & Young - Restructuring April 2012 - Present
Ernst & Young - Transaction Advisory Services September 2010 - August 2012
University of Notre Dame August 2009 - November 2010
ValueKnowledge LLC June 2009 - August 2009
Morningstar 2008 - 2008
Skills
Financial Modeling, Business Valuation, Financial Analysis, Valuation, Corporate Finance, Municipalities, Municipal Budgeting, Restructuring, Tax, Equity Valuation, Equity Research, Data Analysis, Internal Audit, Leadership, Private Equity, Finance, Management
Education
University of Notre Dame 2006 — 2010
BBA, Finance, Economics, and International Business
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance and Economics
Georgetown Preparatory School 2002 — 2006
Ernst & Young - Restructuring April 2012 - Present
Ernst & Young - Transaction Advisory Services September 2010 - August 2012
University of Notre Dame August 2009 - November 2010
ValueKnowledge LLC June 2009 - August 2009
Morningstar 2008 - 2008
Skills
Financial Modeling, Business Valuation, Financial Analysis, Valuation, Corporate Finance, Municipalities, Municipal Budgeting, Restructuring, Tax, Equity Valuation, Equity Research, Data Analysis, Internal Audit, Leadership, Private Equity, Finance, Management
Education
University of Notre Dame 2006 — 2010
BBA, Finance, Economics, and International Business
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Finance and Economics
Georgetown Preparatory School 2002 — 2006
Catherine Lind's Morningstar Experience May 2014 - July 2014
Job Lead Financial Analyst at AT&T
Industry Telecommunications
Experience
AT&T August 2014 - Present
Morningstar May 2014 - July 2014
Morningstar December 2011 - April 2014
Morningstar March 2010 - December 2011
Expat 2000 - 2007
Harvard University June 1997 - April 2000
University of Pennsylvania 1994 - 1996
Skills
Data Analysis, Project Management, Portfolio Management, Morningstar Office, Analytics, Morningstar Direct, Analysis, Morningstar, Financial Reporting, Finance, Budgets
Education
University of Pennsylvania 1995 — 1996
MGA, Government Administration
University of Virginia 1983 — 1987
BA, Foreign Affairs
AT&T August 2014 - Present
Morningstar May 2014 - July 2014
Morningstar December 2011 - April 2014
Morningstar March 2010 - December 2011
Expat 2000 - 2007
Harvard University June 1997 - April 2000
University of Pennsylvania 1994 - 1996
Skills
Data Analysis, Project Management, Portfolio Management, Morningstar Office, Analytics, Morningstar Direct, Analysis, Morningstar, Financial Reporting, Finance, Budgets
Education
University of Pennsylvania 1995 — 1996
MGA, Government Administration
University of Virginia 1983 — 1987
BA, Foreign Affairs
Lloyd Grabb's Morningstar Experience April 2010 - February 2012
Job Regional Director of Sales Northern Alberta at CIBC Asset Management Inc.
Industry Financial Services
Experience
CIBC Asset Management Inc (Renaissance Investments) March 2012 - Present
Morningstar April 2010 - February 2012
Capital International October 2007 - August 2009
Manulife Financial February 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) October 2001 - February 2005
TD Asset Management April 1997 - October 2001
Invesco Trimark 1996 - 1997
Education
University of Ottawa 1990 — 1995
B.Admin, Business Administration
Glendale H.S., Tillsonburg, ON 1985 — 1990
CIBC Asset Management Inc (Renaissance Investments) March 2012 - Present
Morningstar April 2010 - February 2012
Capital International October 2007 - August 2009
Manulife Financial February 2005 - October 2007
John Hancock Life Insurance Company (U.S.A.) October 2001 - February 2005
TD Asset Management April 1997 - October 2001
Invesco Trimark 1996 - 1997
Education
University of Ottawa 1990 — 1995
B.Admin, Business Administration
Glendale H.S., Tillsonburg, ON 1985 — 1990
Jea Youn Cho's Morningstar Experience August 2010 - February 2014
Job Sr. Technical systems analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2014 - Present
Altus Group February 2014 - May 2014
Morningstar August 2010 - February 2014
PGe Propel Inc. February 2010 - July 2010
FUSE Marketing Group September 2008 - January 2010
Robert Half Technology July 2008 - August 2008
Global mainframe inc September 2006 - May 2008
Deer park holdings Limit May 2005 - August 2006
Skills
.NET, ASP.NET, ASP.NET MVC, C#, CSS, JavaScript, Microsoft SQL Server, VB.NET, XML, jQuery, T-SQL, Agile Methodologies, SDLC, Databases, SQL, Web Development
Education
University of Saskatchewan 2000 — 2005
BSc, Computer Science
RBC Capital Markets May 2014 - Present
Altus Group February 2014 - May 2014
Morningstar August 2010 - February 2014
PGe Propel Inc. February 2010 - July 2010
FUSE Marketing Group September 2008 - January 2010
Robert Half Technology July 2008 - August 2008
Global mainframe inc September 2006 - May 2008
Deer park holdings Limit May 2005 - August 2006
Skills
.NET, ASP.NET, ASP.NET MVC, C#, CSS, JavaScript, Microsoft SQL Server, VB.NET, XML, jQuery, T-SQL, Agile Methodologies, SDLC, Databases, SQL, Web Development
Education
University of Saskatchewan 2000 — 2005
BSc, Computer Science
Keriann Hopkins's Morningstar Experience February 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar February 2015 - Present
Morningstar July 2013 - February 2015
Morningstar 2012 - July 2013
American Enterprise Institute June 2010 - April 2012
William H. Sadlier, Inc. May 2009 - August 2009
Media Research Center May 2008 - August 2008
Skills
Research, Editing, Data Analysis
Education
University of Notre Dame 2006 — 2010
Bachelor of Arts, Economics, English
Morningstar February 2015 - Present
Morningstar July 2013 - February 2015
Morningstar 2012 - July 2013
American Enterprise Institute June 2010 - April 2012
William H. Sadlier, Inc. May 2009 - August 2009
Media Research Center May 2008 - August 2008
Skills
Research, Editing, Data Analysis
Education
University of Notre Dame 2006 — 2010
Bachelor of Arts, Economics, English
Oliver Elfenbaum's Morningstar Experience May 2009 - June 2009
Job Analyst at BlackRock, Inc.
Industry Marketing and Advertising
Experience
BlackRock June 2013 - Present
Pan-Reliance Capital Advisors May 2012 - July 2012
Marketing Werks May 2011 - August 2011
Morningstar May 2009 - June 2009
Skills
Social Media, Social Media Marketing, PowerPoint, Guerrilla Marketing, Microsoft Office, Customer Service
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Economics
University of Chicago Laboratory School 2006 — 2010
BlackRock June 2013 - Present
Pan-Reliance Capital Advisors May 2012 - July 2012
Marketing Werks May 2011 - August 2011
Morningstar May 2009 - June 2009
Skills
Social Media, Social Media Marketing, PowerPoint, Guerrilla Marketing, Microsoft Office, Customer Service
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Economics
University of Chicago Laboratory School 2006 — 2010
Tejas Pathak's Morningstar Experience May 2011 - August 2011
Job Accountant & Financial Analyst in ICT Sector
Industry Information Technology and Services
Experience
ITE Services Inc. Managing DirectorMeliora Capital ManagementSeptember 2010 - May 2012
University of Rochester Undergraduate Finance & Economics Council September 2010 - January 2012
Morningstar May 2011 - August 2011
WRUR-FM Rochester September 2009 - January 2011
TSTT June 2009 - July 2009
Education
University of Rochester 2008 — 2012
B.A., Financial Economics, International Relations
ITE Services Inc. Managing DirectorMeliora Capital ManagementSeptember 2010 - May 2012
University of Rochester Undergraduate Finance & Economics Council September 2010 - January 2012
Morningstar May 2011 - August 2011
WRUR-FM Rochester September 2009 - January 2011
TSTT June 2009 - July 2009
Education
University of Rochester 2008 — 2012
B.A., Financial Economics, International Relations
Elyse Ogletree's Morningstar Experience August 2014 - Present
Job Sales Associate at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar August 2014 - Present
Morningstar June 2013 - August 2014
MorphoTrust USA™, a Safran Group Company August 2012 - May 2013
The Sandri Companies June 2012 - August 2012
College for Every Student September 2011 - June 2012
University of Vermont Social Development Lab September 2011 - May 2012
Skills
Sales, Leadership, Analysis, Research, Marketing
Education
University of Vermont 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.81
University of Otago 2010 — 2011
3.7
Morningstar August 2014 - Present
Morningstar June 2013 - August 2014
MorphoTrust USA™, a Safran Group Company August 2012 - May 2013
The Sandri Companies June 2012 - August 2012
College for Every Student September 2011 - June 2012
University of Vermont Social Development Lab September 2011 - May 2012
Skills
Sales, Leadership, Analysis, Research, Marketing
Education
University of Vermont 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.81
University of Otago 2010 — 2011
3.7
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments