Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morningstar Salaries. You can even request information on how much does Morningstar pay if you want to. Learn about salaries, pros and cons of working for Morningstar directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Emily Maehl Emily Maehl's Morningstar Experience June 2013 - Present
Job Graphic Designer at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar June 2011 - Present
Creo Magazine January 2010 - May 2010
The School of Art and Design January 2009 - May 2010
Skills
Typography, Graphic Design, Layout, Illustrator, InDesign, Digital Photography, Photoshop, Kindness, Vector Illustration
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, Senior
Coe College 2008 — 2009
Bachelor of Fine Arts, Fine/Studio Arts
Morningstar June 2013 - Present
Morningstar June 2011 - Present
Creo Magazine January 2010 - May 2010
The School of Art and Design January 2009 - May 2010
Skills
Typography, Graphic Design, Layout, Illustrator, InDesign, Digital Photography, Photoshop, Kindness, Vector Illustration
Education
University of Illinois at Chicago 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, Senior
Coe College 2008 — 2009
Bachelor of Fine Arts, Fine/Studio Arts
Cara O'Connor Cara O'Connor's Morningstar Experience December 2011 - Present
Job Executive Director at MorningStar at Jordan
Industry Hospital & Health Care
Experience
MorningStar Senior Living June 2013 - Present
MorningStar December 2011 - Present
MorningStar Senior Living July 2011 - Present
Skills
Marketing, Social Media Marketing, Marketing Strategy, Sales, Social Media, Brand Management, Advertising, Trade Shows, Lead Generation, Salesforce.com, Product Development, Email Marketing, Account Management, Competitive Analysis, Direct Marketing, Market Research, Event Planning, Retail, New Business Development, Marketing Communications, Online Advertising
Education
Metropolitan State College of Denver 2009 — 2012
Marketing
Colorado State University 2007 — 2009
Human Development and Family Studies, General
MorningStar Senior Living June 2013 - Present
MorningStar December 2011 - Present
MorningStar Senior Living July 2011 - Present
Skills
Marketing, Social Media Marketing, Marketing Strategy, Sales, Social Media, Brand Management, Advertising, Trade Shows, Lead Generation, Salesforce.com, Product Development, Email Marketing, Account Management, Competitive Analysis, Direct Marketing, Market Research, Event Planning, Retail, New Business Development, Marketing Communications, Online Advertising
Education
Metropolitan State College of Denver 2009 — 2012
Marketing
Colorado State University 2007 — 2009
Human Development and Family Studies, General
Lara Finnegan's Morningstar Experience September 2013 - Present
Job Business Analyst at Morningstar
Industry Computer Software
Experience
Morningstar September 2013 - Present
Backstop Solutions Group August 2011 - September 2013
Kaplan University December 2009 - June 2011
Windy City Realtors August 2008 - November 2009
Bowdoin College 2005 - 2007
Skills
CRM, Microsoft Office, Customer Service, Microsoft Excel, JIRA, Help Desk Support, Training, Project Management, Testing, Splunk, Oracle SQL, Business Development, Databases, Agile Methodologies, Problem Solving, Microsoft Word, Technical Documentation, User Guide Creation, SaaS, XML, XML Spy, Requirement..., Analysis, SQL, Data Analysis, Business Analysis, HTML, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Troubleshooting, Tortoise SVN, SoapUI, Technical Support, Agile Project Management, Quality Assurance, Analytics, End User Training, XSLT, Git, JavaScript, jQuery, Jenkins
Education
Bowdoin College 2004 — 2008
Bachelor of Arts, Psychology, Economics
Morningstar September 2013 - Present
Backstop Solutions Group August 2011 - September 2013
Kaplan University December 2009 - June 2011
Windy City Realtors August 2008 - November 2009
Bowdoin College 2005 - 2007
Skills
CRM, Microsoft Office, Customer Service, Microsoft Excel, JIRA, Help Desk Support, Training, Project Management, Testing, Splunk, Oracle SQL, Business Development, Databases, Agile Methodologies, Problem Solving, Microsoft Word, Technical Documentation, User Guide Creation, SaaS, XML, XML Spy, Requirement..., Analysis, SQL, Data Analysis, Business Analysis, HTML, Hedge Funds, Alternative Investments, Finance, Financial Analysis, Troubleshooting, Tortoise SVN, SoapUI, Technical Support, Agile Project Management, Quality Assurance, Analytics, End User Training, XSLT, Git, JavaScript, jQuery, Jenkins
Education
Bowdoin College 2004 — 2008
Bachelor of Arts, Psychology, Economics
Alex Lippitt, CFA Alex Lippitt, CFA's Morningstar Experience June 2007 - August 2007
Job Derivatives Trader at Aegon Asset Management
Industry Investment Management
Experience
Aegon Asset Management August 2013 - Present
Allstate Investments July 2008 - March 2013
Morningstar June 2007 - August 2007
Skills
Risk Management, Portfolio Management, Interest Rate..., VBA, Bloomberg Terminal, Equity Derivatives, Excel, FX Derivatives, Performance Measurement, Statistical Modeling, Derivative Structuring
Education
Colorado College 2004 — 2008
B.A., Economics, Minor - Natural Resource Systems of the American West
Aegon Asset Management August 2013 - Present
Allstate Investments July 2008 - March 2013
Morningstar June 2007 - August 2007
Skills
Risk Management, Portfolio Management, Interest Rate..., VBA, Bloomberg Terminal, Equity Derivatives, Excel, FX Derivatives, Performance Measurement, Statistical Modeling, Derivative Structuring
Education
Colorado College 2004 — 2008
B.A., Economics, Minor - Natural Resource Systems of the American West
Angelika Mazur's Morningstar Experience April 2015 - Present
Job HR Generalist at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar July 2014 - April 2015
Plymouth Tube Company June 2013 - June 2014
Plymouth Tube Company January 2013 - June 2013
Providential Bancorp August 2012 - January 2013
JPMorgan Chase February 2010 - August 2012
National City Bank November 2007 - February 2010
MidAmerica Bank August 2007 - November 2007
Skills
Banking, Customer Service, Team-oriented, Analytical Skills, High Achiever, Organization &..., Bilingual, High Level Of Accuracy, Multi Tasking, Comfortable working..., Oral & Written..., Team Leadership, Efficiency, Strategic Thinking, Microsoft Office, Committed to..., Highly self-motivated, Recruiting, Employee Training, Time Management, Social Networking, Data Analysis, Human Resources, Customer Satisfaction, Performance Management, Benefits Administration, Leadership
Education
DePaul University 2012 — 2014
Bachelor of Science, Human Resource Management, Summa Cum Laude
College of DuPage 2010 — 2012
Associate of Arts (AA)
Morningstar April 2015 - Present
Morningstar July 2014 - April 2015
Plymouth Tube Company June 2013 - June 2014
Plymouth Tube Company January 2013 - June 2013
Providential Bancorp August 2012 - January 2013
JPMorgan Chase February 2010 - August 2012
National City Bank November 2007 - February 2010
MidAmerica Bank August 2007 - November 2007
Skills
Banking, Customer Service, Team-oriented, Analytical Skills, High Achiever, Organization &..., Bilingual, High Level Of Accuracy, Multi Tasking, Comfortable working..., Oral & Written..., Team Leadership, Efficiency, Strategic Thinking, Microsoft Office, Committed to..., Highly self-motivated, Recruiting, Employee Training, Time Management, Social Networking, Data Analysis, Human Resources, Customer Satisfaction, Performance Management, Benefits Administration, Leadership
Education
DePaul University 2012 — 2014
Bachelor of Science, Human Resource Management, Summa Cum Laude
College of DuPage 2010 — 2012
Associate of Arts (AA)
Sabrina Li's Morningstar Experience June 2012 - August 2012
Job UX Design Intern at Opower
Industry Design
Experience
Opower May 2015 - Present
Teletracking Technologies — MHCI Capstone May 2014 - August 2014
Carnegie Mellon University September 2013 - February 2014
CMU Lunar Gala Fashion Show August 2013 - February 2014
Carnegie Mellon University August 2013 - December 2013
Carnegie Mellon University August 2012 - September 2013
SoGoSurvey Inc June 2013 - August 2013
Morningstar June 2012 - August 2012
Skills
Photography, InDesign, User Experience Design, Adobe Creative Suite, Microsoft Office, HTML5/CSS3, Javascript/jQuery, Sketching and..., Photography and..., English, Chinese, Conversational French, Web Design, User Experience, Wireframes
Education
Carnegie Mellon University 2014 — 2014
Master's Degree, Human-Computer Interaction
Carnegie Mellon University 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design and Human-Computer Interaction
Opower May 2015 - Present
Teletracking Technologies — MHCI Capstone May 2014 - August 2014
Carnegie Mellon University September 2013 - February 2014
CMU Lunar Gala Fashion Show August 2013 - February 2014
Carnegie Mellon University August 2013 - December 2013
Carnegie Mellon University August 2012 - September 2013
SoGoSurvey Inc June 2013 - August 2013
Morningstar June 2012 - August 2012
Skills
Photography, InDesign, User Experience Design, Adobe Creative Suite, Microsoft Office, HTML5/CSS3, Javascript/jQuery, Sketching and..., Photography and..., English, Chinese, Conversational French, Web Design, User Experience, Wireframes
Education
Carnegie Mellon University 2014 — 2014
Master's Degree, Human-Computer Interaction
Carnegie Mellon University 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design and Human-Computer Interaction
Elliot Smalling's Morningstar Experience May 2014 - Present
Job Associate CMBS Analyst at Morningstar
Industry Research
Experience
Morningstar May 2014 - Present
Northern Trust July 2012 - May 2014
Federal Reserve Bank of Chicago October 2011 - July 2012
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Data Analysis, Research, VBA, Structured Finance, Credit Risk, Commercial Real Estate
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Mathematics; German Literature and Cultural History
Freie Universität Berlin 2010 — 2010
Semester Abroad, German Literature and Cultural History
Morningstar May 2014 - Present
Northern Trust July 2012 - May 2014
Federal Reserve Bank of Chicago October 2011 - July 2012
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Data Analysis, Research, VBA, Structured Finance, Credit Risk, Commercial Real Estate
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts, Mathematics; German Literature and Cultural History
Freie Universität Berlin 2010 — 2010
Semester Abroad, German Literature and Cultural History
Clay Attebery Clay Attebery's Morningstar Experience April 2013 - April 2014
Job Vice President, Business Development at eVestment
Industry Financial Services
Experience
eVestment April 2014 - Present
Morningstar April 2013 - April 2014
Morningstar January 2011 - April 2013
Morningstar March 2007 - January 2011
Morningstar March 2006 - March 2007
Ibbotson Associates December 2000 - March 2006
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
eVestment April 2014 - Present
Morningstar April 2013 - April 2014
Morningstar January 2011 - April 2013
Morningstar March 2007 - January 2011
Morningstar March 2006 - March 2007
Ibbotson Associates December 2000 - March 2006
Education
Colorado State University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Mark W Anderson Mark W Anderson's Morningstar Experience March 1997 - August 2000
Job Writer. Thinker. Communicator.
Industry Writing and Editing
Experience
manders communications January 2001 - Present
Spoon Creative April 2009 - October 2012
Imagination Publishing August 2005 - February 2007
Deerfield Capital Management December 2000 - January 2002
Morningstar March 1997 - August 2000
Skills
Copywriting, Press Releases, Online Content, Feature Articles, White Papers, Research and data..., Print brochures and mail, Media Relations, Media Planning, Marketing Strategy, Strategic Communications, Corporate Communications, Public Relations, Publishing, Public Policy, Public Health, Financial Reporting, Medical Writing, Pharmaceutical Industry, Pharmacoeconomics, Real Estate Transactions, Real Estate Financing, Asset Managment, Financial Planners, Investments, Economics, Editorial, Philanthropy, Political Philosophy, Economic Development, Sustainable Development, Professional..., Community Outreach, Journalism, Editing, Copy Editing, Ap Style
Education
Columbia College Chicago 2003 — 2005
Bachelor of Arts (B.A.), Journalism
D. D. Eisenhower 1977 — 1981
manders communications January 2001 - Present
Spoon Creative April 2009 - October 2012
Imagination Publishing August 2005 - February 2007
Deerfield Capital Management December 2000 - January 2002
Morningstar March 1997 - August 2000
Skills
Copywriting, Press Releases, Online Content, Feature Articles, White Papers, Research and data..., Print brochures and mail, Media Relations, Media Planning, Marketing Strategy, Strategic Communications, Corporate Communications, Public Relations, Publishing, Public Policy, Public Health, Financial Reporting, Medical Writing, Pharmaceutical Industry, Pharmacoeconomics, Real Estate Transactions, Real Estate Financing, Asset Managment, Financial Planners, Investments, Economics, Editorial, Philanthropy, Political Philosophy, Economic Development, Sustainable Development, Professional..., Community Outreach, Journalism, Editing, Copy Editing, Ap Style
Education
Columbia College Chicago 2003 — 2005
Bachelor of Arts (B.A.), Journalism
D. D. Eisenhower 1977 — 1981
Jennifer Rivera Jennifer Rivera's Morningstar Experience March 2008 - April 2014
Job Human Resources Manager at World Kitchen, LLC
Industry Human Resources
Experience
World Kitchen, LLC April 2014 - Present
Morningstar March 2008 - April 2014
Aon January 2006 - February 2008
Morningstar May 2005 - December 2005
University of Illinois at Chicago September 2001 - December 2005
Bath & Body Works March 2001 - May 2005
Bank One 2000 - 2002
Skills
Employee Relations, Human Resources, Performance Management, HRIS, Onboarding, Training, Talent Management, HR Policies, Full-cycle Recruiting, Employee Engagement, Applicant Tracking..., Employee Benefits, College Recruiting, Coaching, PeopleSoft, Interviews, Financial Services, Succession Planning, New Hire Orientations, Leadership Development, Outlook, SDLC, Benefits, HR Strategy, Interviewing, New Hire Training, Workday, Personnel Management, Talent Acquisition, Microsoft Excel, Deferred Compensation, Microsoft Office, PowerPoint, Microsoft Word, Oracle HR, Word, Excel, New Hire Orientation, SAP HR, SuccessFactors, Taleo
Education
Columbia Southern University
Master of Business Administration (MBA)
University of Illinois at Chicago
BS
World Kitchen, LLC April 2014 - Present
Morningstar March 2008 - April 2014
Aon January 2006 - February 2008
Morningstar May 2005 - December 2005
University of Illinois at Chicago September 2001 - December 2005
Bath & Body Works March 2001 - May 2005
Bank One 2000 - 2002
Skills
Employee Relations, Human Resources, Performance Management, HRIS, Onboarding, Training, Talent Management, HR Policies, Full-cycle Recruiting, Employee Engagement, Applicant Tracking..., Employee Benefits, College Recruiting, Coaching, PeopleSoft, Interviews, Financial Services, Succession Planning, New Hire Orientations, Leadership Development, Outlook, SDLC, Benefits, HR Strategy, Interviewing, New Hire Training, Workday, Personnel Management, Talent Acquisition, Microsoft Excel, Deferred Compensation, Microsoft Office, PowerPoint, Microsoft Word, Oracle HR, Word, Excel, New Hire Orientation, SAP HR, SuccessFactors, Taleo
Education
Columbia Southern University
Master of Business Administration (MBA)
University of Illinois at Chicago
BS
Gustavo Castillo's Morningstar Experience November 2013 - Present
Job Technical Product Owner & Lead
Industry Information Technology and Services
Experience
Morningstar November 2013 - Present
Mesirow Financial August 2013 - November 2013
Bank of America May 2010 - August 2013
CME Group December 2007 - May 2010
NYSE Euronext July 2007 - December 2007
Skills
Spring, Sun Certified Java..., J2EE, Java, JavaScript, Agile, Hibernate, Concurrent Programming, FX trading, Python, TDD, Electronic Trading, Unix, Java Enterprise Edition, Agile Methodologies, Test Driven Development
Education
DePaul University 2007 — 2010
MS, Software Engineering
City University of New York-Brooklyn College 2003 — 2007
BS, Computer Science
Morningstar November 2013 - Present
Mesirow Financial August 2013 - November 2013
Bank of America May 2010 - August 2013
CME Group December 2007 - May 2010
NYSE Euronext July 2007 - December 2007
Skills
Spring, Sun Certified Java..., J2EE, Java, JavaScript, Agile, Hibernate, Concurrent Programming, FX trading, Python, TDD, Electronic Trading, Unix, Java Enterprise Edition, Agile Methodologies, Test Driven Development
Education
DePaul University 2007 — 2010
MS, Software Engineering
City University of New York-Brooklyn College 2003 — 2007
BS, Computer Science
Ryan Kopina Ryan Kopina's Morningstar Experience November 2013 - October 2014
Job Software Engineer in Test at kCura
Industry Financial Services
Experience
kCura October 2014 - Present
Morningstar November 2013 - October 2014
BlackBerry March 2012 - August 2013
Research in Motion June 2008 - March 2012
CUNA Mutual Group August 2005 - June 2008
Skills
Java, C++, SQL, Robot Framework, Blackberry, Scrum, Testing, Maven, Software Engineering, REST, Mobile Devices, XML, Perl, Linux, Test Automation, Android, Shell Scripting, Eclipse, Subversion, Test Cases, Operating Systems, Software Design, Mobile Applications, Quality Center, Software Development, Telecommunications, Unix, JUnit, TCP/IP, Git, Python, Object Oriented Design, Agile Methodologies, SOAP, Software Quality..., Test Planning, Regression Testing, Debugging, Ant, Web Services, Tomcat, Bash, System Testing, Agile Project Management
Education
Carthage College 2001 — 2005
Bachelor of Arts in Computer Science, Computer Science, Math
kCura October 2014 - Present
Morningstar November 2013 - October 2014
BlackBerry March 2012 - August 2013
Research in Motion June 2008 - March 2012
CUNA Mutual Group August 2005 - June 2008
Skills
Java, C++, SQL, Robot Framework, Blackberry, Scrum, Testing, Maven, Software Engineering, REST, Mobile Devices, XML, Perl, Linux, Test Automation, Android, Shell Scripting, Eclipse, Subversion, Test Cases, Operating Systems, Software Design, Mobile Applications, Quality Center, Software Development, Telecommunications, Unix, JUnit, TCP/IP, Git, Python, Object Oriented Design, Agile Methodologies, SOAP, Software Quality..., Test Planning, Regression Testing, Debugging, Ant, Web Services, Tomcat, Bash, System Testing, Agile Project Management
Education
Carthage College 2001 — 2005
Bachelor of Arts in Computer Science, Computer Science, Math
Brandon Hurst's Morningstar Experience September 2013 - Present
Job Associate Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar July 2012 - September 2013
Morningstar May 2011 - August 2011
Brigham Young University April 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Financial Statement..., Financial Reporting, Financial Modeling, Financial Analysis, Equities, Equity Research, Equity Valuation, Energy, Credit, Banking, Microsoft Office, Valuation, Microsoft Excel, PowerPoint, Investments, Data Analysis
Education
Brigham Young University 2007 — 2012
BS, Business Administration and Management, Finance emphasis
Morningstar September 2013 - Present
Morningstar July 2012 - September 2013
Morningstar May 2011 - August 2011
Brigham Young University April 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Financial Statement..., Financial Reporting, Financial Modeling, Financial Analysis, Equities, Equity Research, Equity Valuation, Energy, Credit, Banking, Microsoft Office, Valuation, Microsoft Excel, PowerPoint, Investments, Data Analysis
Education
Brigham Young University 2007 — 2012
BS, Business Administration and Management, Finance emphasis
Neil Macker, CFA Neil Macker, CFA's Morningstar Experience May 2014 - Present
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
FBR June 2012 - March 2014
ISS Institutional Shareholder Services January 2012 - June 2012
ISS Institutional Shareholder Services March 2011 - June 2011
1st Portfolio 2009 - 2010
Robert W. Baird August 2005 - February 2008
Corporate Executive Board 2001 - 2003
Nextel 2000 - 2001
Ernst & Young 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Carleton College 1994 — 1998
B.A., Economics and History
Morningstar May 2014 - Present
FBR June 2012 - March 2014
ISS Institutional Shareholder Services January 2012 - June 2012
ISS Institutional Shareholder Services March 2011 - June 2011
1st Portfolio 2009 - 2010
Robert W. Baird August 2005 - February 2008
Corporate Executive Board 2001 - 2003
Nextel 2000 - 2001
Ernst & Young 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Carleton College 1994 — 1998
B.A., Economics and History
David Hirsch's Morningstar Experience May 2011 - August 2011
Job Associate at Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan May 2012 - August 2012
Financial Economics Institute August 2011 - May 2012
Morningstar May 2011 - August 2011
Henry Kravis Leadership Institute September 2010 - May 2011
The Habitat Company June 2010 - August 2010
Northwestern University April 2009 - August 2009
Skills
Valuation, Investments, Equities, Analysis, Business Analysis, Portfolio Management, Mergers, Financial Modeling, Asset Managment, Bloomberg, Economics, Bloomberg Terminal, Stata, Management, Financial Analysis, Corporate Finance, Non-profits, Data Analysis, Capital IQ, Econometrics, Statistics, Microsoft Excel, Equity Research, Mergers & Acquisitions, Research, Private Equity, Equity Valuation, Emerging Markets, Nonprofits
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics (honors), Minor in Finance
Evanston Township High School 2005 — 2009
Diploma
Wind Point Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan May 2012 - August 2012
Financial Economics Institute August 2011 - May 2012
Morningstar May 2011 - August 2011
Henry Kravis Leadership Institute September 2010 - May 2011
The Habitat Company June 2010 - August 2010
Northwestern University April 2009 - August 2009
Skills
Valuation, Investments, Equities, Analysis, Business Analysis, Portfolio Management, Mergers, Financial Modeling, Asset Managment, Bloomberg, Economics, Bloomberg Terminal, Stata, Management, Financial Analysis, Corporate Finance, Non-profits, Data Analysis, Capital IQ, Econometrics, Statistics, Microsoft Excel, Equity Research, Mergers & Acquisitions, Research, Private Equity, Equity Valuation, Emerging Markets, Nonprofits
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts, Economics (honors), Minor in Finance
Evanston Township High School 2005 — 2009
Diploma
Jason (Weicong) Liang Jason (Weicong) Liang's Morningstar Experience June 2014 - July 2014
Job Data Analyst at comScore, Inc.
Industry Financial Services
Experience
comScore, Inc. April 2015 - Present
Switch Inc (Switch App) February 2015 - March 2015
Morningstar June 2014 - July 2014
China Investment Securities, Wuchuan Branch June 2012 - September 2012
Industrial and Commercial Bank of China July 2011 - September 2011
Skills
Economics, R, Data Mining, Data Analysis, Linear Regression, Quantitative Analytics, Quantitative Finance, Programming, Financial Analysis, Statistics, VBA, Derivatives, Financial Modeling, quanti, SAS, Statistical Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (MA), statistics, 3.9/4.0
Jinan University 2009 — 2013
Bachelor's degree, Statistics, 3.8/5.0, top 10%
comScore, Inc. April 2015 - Present
Switch Inc (Switch App) February 2015 - March 2015
Morningstar June 2014 - July 2014
China Investment Securities, Wuchuan Branch June 2012 - September 2012
Industrial and Commercial Bank of China July 2011 - September 2011
Skills
Economics, R, Data Mining, Data Analysis, Linear Regression, Quantitative Analytics, Quantitative Finance, Programming, Financial Analysis, Statistics, VBA, Derivatives, Financial Modeling, quanti, SAS, Statistical Modeling
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (MA), statistics, 3.9/4.0
Jinan University 2009 — 2013
Bachelor's degree, Statistics, 3.8/5.0, top 10%
David Rubin David Rubin's Morningstar Experience August 2006 - June 2011
Job Senior Software Engineer
Industry Computer Software
Experience
FactSet Research Systems March 2012 - Present
kCura June 2011 - January 2012
Morningstar August 2006 - June 2011
QRM October 2005 - August 2006
FactSet Research Systems July 2002 - September 2005
Skills
C#, LINQ, C++, C/C++ STL, C, Java, SQL Server, JavaScript, jQuery, Web Services, SOAP, REST, Design Patterns, Unit Testing, TDD, Scrum, Extreme Programming, Agile, SQL, Powershell, Amazon Web Services..., NHibernate, WCF, TIBCO Rendezvous, Verity K2, Mercurial, TFS, Perforce, AccuRev, HTML, CSS, ASP.NET, AJAX, ASP.NET AJAX, ASP.NET MVC, XML, XSLT, XPath, SAX, DOM, NUnit, CruiseControl, NAnt, NCover, WiX, Windows, Unix/Linux, OpenVMS, MacOS
Education
Cornell University 1998 — 2002
B.S., Computer Science
FactSet Research Systems March 2012 - Present
kCura June 2011 - January 2012
Morningstar August 2006 - June 2011
QRM October 2005 - August 2006
FactSet Research Systems July 2002 - September 2005
Skills
C#, LINQ, C++, C/C++ STL, C, Java, SQL Server, JavaScript, jQuery, Web Services, SOAP, REST, Design Patterns, Unit Testing, TDD, Scrum, Extreme Programming, Agile, SQL, Powershell, Amazon Web Services..., NHibernate, WCF, TIBCO Rendezvous, Verity K2, Mercurial, TFS, Perforce, AccuRev, HTML, CSS, ASP.NET, AJAX, ASP.NET AJAX, ASP.NET MVC, XML, XSLT, XPath, SAX, DOM, NUnit, CruiseControl, NAnt, NCover, WiX, Windows, Unix/Linux, OpenVMS, MacOS
Education
Cornell University 1998 — 2002
B.S., Computer Science
Tim Galbraith Tim Galbraith's Morningstar Experience November 2009 - March 2012
Job Senior Vice President, Chief Investment Officer Alternatives at Transamerica Asset Management
Industry Financial Services
Experience
Transamerica Asset Management March 2012 - Present
Morningstar November 2009 - March 2012
Bear Stearns Asset Management April 2001 - September 2009
Concrete Media 2000 - 2001
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Claremont McKenna College 1983 — 1987
BA, Politics, Philosophy & Economics
Transamerica Asset Management March 2012 - Present
Morningstar November 2009 - March 2012
Bear Stearns Asset Management April 2001 - September 2009
Concrete Media 2000 - 2001
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Claremont McKenna College 1983 — 1987
BA, Politics, Philosophy & Economics
Sam Hakky Sam Hakky's Morningstar Experience March 2011 - July 2013
Job Experienced Sales and Relationship Management Professional
Industry Computer Software
Experience
Thomson Reuters July 2013 - Present
Morningstar March 2011 - July 2013
Morningstar January 2010 - March 2011
Logical Information Machines January 2009 - January 2010
Logical Information Machines June 2007 - January 2009
Walgreens 2001 - 2007
Skills
Salesforce.com..., Building Relationships, Market Data, Enterprise Solution..., Power Markets, Energy Markets, Commodity Markets, ETRM, Consultative Sales..., Cloud Computing, SaaS, Data Warehousing, Amazon Web Services..., Product Management, Lead Generation, Marketing Strategy, Sales Management, Commodity, Business Intelligence, Financial Services, Account Management, Sales Process, CRM, Morningstar Direct
Education
Robert Morris University - Illinois 2004 — 2007
Bachelor’s Degree, Accounting and Business/Management, 4.0
College of DuPage 2003 — 2004
Associate’s Degree, General Education Classes, 4.0
Thomson Reuters July 2013 - Present
Morningstar March 2011 - July 2013
Morningstar January 2010 - March 2011
Logical Information Machines January 2009 - January 2010
Logical Information Machines June 2007 - January 2009
Walgreens 2001 - 2007
Skills
Salesforce.com..., Building Relationships, Market Data, Enterprise Solution..., Power Markets, Energy Markets, Commodity Markets, ETRM, Consultative Sales..., Cloud Computing, SaaS, Data Warehousing, Amazon Web Services..., Product Management, Lead Generation, Marketing Strategy, Sales Management, Commodity, Business Intelligence, Financial Services, Account Management, Sales Process, CRM, Morningstar Direct
Education
Robert Morris University - Illinois 2004 — 2007
Bachelor’s Degree, Accounting and Business/Management, 4.0
College of DuPage 2003 — 2004
Associate’s Degree, General Education Classes, 4.0
Janie Gao's Morningstar Experience February 2012 - June 2012
Job
Industry Financial Services
Experience
Morningstar February 2012 - June 2012
Citi February 2011 - May 2011
Citi May 2009 - July 2009
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Cass Business School 2011 — 2011
Study Abroad Program, Finance
Washington University in St. Louis - Olin Business School 2008 — 2011
BSBA, Finance
Morningstar February 2012 - June 2012
Citi February 2011 - May 2011
Citi May 2009 - July 2009
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Cass Business School 2011 — 2011
Study Abroad Program, Finance
Washington University in St. Louis - Olin Business School 2008 — 2011
BSBA, Finance
Diana Scott's Morningstar Experience March 2015 - Present
Job Senior Solutions Architect at Morningstar
Industry Financial Services
Experience
Morningstar March 2015 - Present
Morningstar June 2013 - March 2015
Morningstar 2012 - May 2013
Morningstar August 2011 - August 2012
Aon Hewitt July 2010 - August 2011
Education
Colgate University 2006 — 2010
Bachelors, International Relations, French
Morningstar March 2015 - Present
Morningstar June 2013 - March 2015
Morningstar 2012 - May 2013
Morningstar August 2011 - August 2012
Aon Hewitt July 2010 - August 2011
Education
Colgate University 2006 — 2010
Bachelors, International Relations, French
Nathan Hanak's Morningstar Experience July 2009 - May 2010
Job Freelance musician/Guitarist/Music Educator
Industry Music
Experience
Little Star Guitar October 2011 - Present
Intonation Music Workshop October 2010 - Present
Morningstar July 2009 - May 2010
Rax Trax Recording January 2009 - November 2009
Skills
Time Management, Social Media, Music, Event Planning, Customer Service, Event Management, Microsoft Office, Public Speaking, Teamwork, Editing, Non-profits, PowerPoint, Nonprofits, Finale, Music Industry, Musicians, Band, Guitar, Recording, Community Outreach, Songwriting, Classical, Facebook, Music Production, Composition, Guitarist, Piano, Studio Recording, Audio Engineering, Concerts, Social Networking, Music Theory, Songs, Music Education, Teaching, Rock
Education
Columbia College Chicago 2006 — 2010
Bachelors of Music - Cum Laude, Music Performance/Technology/Business, 3.8
Illinois State University 2005 — 2006
Music Performance, General
Little Star Guitar October 2011 - Present
Intonation Music Workshop October 2010 - Present
Morningstar July 2009 - May 2010
Rax Trax Recording January 2009 - November 2009
Skills
Time Management, Social Media, Music, Event Planning, Customer Service, Event Management, Microsoft Office, Public Speaking, Teamwork, Editing, Non-profits, PowerPoint, Nonprofits, Finale, Music Industry, Musicians, Band, Guitar, Recording, Community Outreach, Songwriting, Classical, Facebook, Music Production, Composition, Guitarist, Piano, Studio Recording, Audio Engineering, Concerts, Social Networking, Music Theory, Songs, Music Education, Teaching, Rock
Education
Columbia College Chicago 2006 — 2010
Bachelors of Music - Cum Laude, Music Performance/Technology/Business, 3.8
Illinois State University 2005 — 2006
Music Performance, General
Douglas Irwin Douglas Irwin's Morningstar Experience September 2012 - February 2015
Job Vice President Of Global Sales
Industry Information Technology and Services
Experience
Netage Solutions February 2015 - Present
Morningstar September 2012 - February 2015
TraderTools November 2011 - September 2012
Microsoft January 2008 - December 2011
Thomson Financial February 2006 - December 2007
Advent Software 1999 - 2006
Skills
Business Process..., Management, Enterprise Software, Leadership, Product Development, Sales, Selling, Business Development, Sales Operations, Product Management, Financial Services, Sales Management, SaaS, Start-ups, CRM, Solution Selling, Strategic Partnerships, Cloud Computing, Salesforce.com, Direct Sales
Education
Boston University - School of Management 1995 — 1997
MBA
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Netage Solutions February 2015 - Present
Morningstar September 2012 - February 2015
TraderTools November 2011 - September 2012
Microsoft January 2008 - December 2011
Thomson Financial February 2006 - December 2007
Advent Software 1999 - 2006
Skills
Business Process..., Management, Enterprise Software, Leadership, Product Development, Sales, Selling, Business Development, Sales Operations, Product Management, Financial Services, Sales Management, SaaS, Start-ups, CRM, Solution Selling, Strategic Partnerships, Cloud Computing, Salesforce.com, Direct Sales
Education
Boston University - School of Management 1995 — 1997
MBA
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Athul Ravunniarath Athul Ravunniarath's Morningstar Experience September 2013 - February 2014
Job Master's Candidate in International Finance and Development Economics at The Fletcher School
Industry Venture Capital & Private Equity
Experience
Timshel August 2015 - Present
I-DEV International May 2015 - August 2015
MasterCard January 2015 - May 2015
Morningstar September 2013 - February 2014
Morningstar August 2012 - September 2013
Morningstar July 2011 - August 2012
Colby College May 2010 - May 2011
Colby College September 2007 - May 2011
Embassy of India in Argentina June 2010 - August 2010
Colby College September 2009 - May 2010
Skills
International Relations, Economics, Stata, PowerPoint, SPSS, Java, SQL, SQL Server, Visual Basic, Excel Macros, Data Analysis, Wordpress, Microsoft Excel, Publisher, Access, Word, Market Research, Morningstar Direct, Statistics, Politics, Spanish, Analysis, Research, Qualitative Research, Quantitative Analytics, Editing, Microsoft Office, Quantitative Research, Financial Modeling, Nonprofits, Policy Analysis, Microsoft Word, Public Policy, Economic Research, WordPress, Public Speaking, Management, Event Planning, Financial Analysis, Strategy, Consulting, Investments, Leadership, Finance, Business Development, Project Management, Entrepreneurship, Valuation
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master of Arts (M.A.), Development Economics and International Finance
Colby College 2007 — 2011
B.A., Government, International Studies
Li Po Chun United World College 2005 — 2007
International Baccalaureate
The Choice School 1995 — 2005
CBSE Secondary School Degree
Tufts University
Timshel August 2015 - Present
I-DEV International May 2015 - August 2015
MasterCard January 2015 - May 2015
Morningstar September 2013 - February 2014
Morningstar August 2012 - September 2013
Morningstar July 2011 - August 2012
Colby College May 2010 - May 2011
Colby College September 2007 - May 2011
Embassy of India in Argentina June 2010 - August 2010
Colby College September 2009 - May 2010
Skills
International Relations, Economics, Stata, PowerPoint, SPSS, Java, SQL, SQL Server, Visual Basic, Excel Macros, Data Analysis, Wordpress, Microsoft Excel, Publisher, Access, Word, Market Research, Morningstar Direct, Statistics, Politics, Spanish, Analysis, Research, Qualitative Research, Quantitative Analytics, Editing, Microsoft Office, Quantitative Research, Financial Modeling, Nonprofits, Policy Analysis, Microsoft Word, Public Policy, Economic Research, WordPress, Public Speaking, Management, Event Planning, Financial Analysis, Strategy, Consulting, Investments, Leadership, Finance, Business Development, Project Management, Entrepreneurship, Valuation
Education
Tufts University - The Fletcher School of Law and Diplomacy 2014 — 2016
Master of Arts (M.A.), Development Economics and International Finance
Colby College 2007 — 2011
B.A., Government, International Studies
Li Po Chun United World College 2005 — 2007
International Baccalaureate
The Choice School 1995 — 2005
CBSE Secondary School Degree
Tufts University
Michael Loffredo's Morningstar Experience June 2012 - August 2012
Job UX + Visual Designer, IBM Interactive Experience
Industry Design
Experience
IBM February 2015 - Present
Carnegie Mellon University October 2014 - December 2014
GNC May 2014 - August 2014
Nike June 2013 - August 2013
Morningstar June 2012 - August 2012
Skills
Interaction Design, User Experience Design, Adobe Creative Suite, jQuery, InDesign, Illustrator, Photoshop, Design Strategy, Photography, After Effects, Communication Design, HTML, Information Design, User Experience, Dreamweaver, Digital Photography, User Interface Design, Storyboarding, Design Thinking, Concept Development, SketchUp, Mac OS X, Sketching, CSS, Rapid Prototyping, OS X, Adobe Bridge, Adobe Edge, Microsoft Word, Microsoft Excel, PC, Processing, Film Photography, Field Observation, Research Methodologies, Typography, Visual Communication, Experience Design
Education
Carnegie Mellon University 2014 — 2014
Master of Human-Computer Interaction, 4.04 / 4.33
Carnegie Mellon University 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design and HCI (Human-Computer Interaction)
School of Visual Arts 2011 — 2011
Additional Course Work, Editorial Design, A-
IBM February 2015 - Present
Carnegie Mellon University October 2014 - December 2014
GNC May 2014 - August 2014
Nike June 2013 - August 2013
Morningstar June 2012 - August 2012
Skills
Interaction Design, User Experience Design, Adobe Creative Suite, jQuery, InDesign, Illustrator, Photoshop, Design Strategy, Photography, After Effects, Communication Design, HTML, Information Design, User Experience, Dreamweaver, Digital Photography, User Interface Design, Storyboarding, Design Thinking, Concept Development, SketchUp, Mac OS X, Sketching, CSS, Rapid Prototyping, OS X, Adobe Bridge, Adobe Edge, Microsoft Word, Microsoft Excel, PC, Processing, Film Photography, Field Observation, Research Methodologies, Typography, Visual Communication, Experience Design
Education
Carnegie Mellon University 2014 — 2014
Master of Human-Computer Interaction, 4.04 / 4.33
Carnegie Mellon University 2010 — 2014
Bachelor of Fine Arts (BFA), Communication Design and HCI (Human-Computer Interaction)
School of Visual Arts 2011 — 2011
Additional Course Work, Editorial Design, A-
Cara Costich's Morningstar Experience April 2014 - Present
Job Associate CMBS Analyst at Morningstar
Industry Financial Services
Experience
Morningstar April 2014 - Present
Ernst & Young January 2013 - April 2014
Cornell University September 2010 - December 2012
Prudential Fixed Income June 2011 - August 2011
AmeriCares July 2010 - August 2010
Skills
CMBS, Commercial Real Estate, Structured Products, Microsoft Excel, Valuation, Structured Finance, Economics, PowerPoint, Microsoft Word, English, Research, Windows, Stata, Bloomberg Terminal, Capital Markets, Financial Modeling
Education
Cornell University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Wilton High School 2005 — 2009
Morningstar April 2014 - Present
Ernst & Young January 2013 - April 2014
Cornell University September 2010 - December 2012
Prudential Fixed Income June 2011 - August 2011
AmeriCares July 2010 - August 2010
Skills
CMBS, Commercial Real Estate, Structured Products, Microsoft Excel, Valuation, Structured Finance, Economics, PowerPoint, Microsoft Word, English, Research, Windows, Stata, Bloomberg Terminal, Capital Markets, Financial Modeling
Education
Cornell University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Wilton High School 2005 — 2009
Mike Stanton, CFP®'s Morningstar Experience May 1998 - June 1999
Job Managing Director at Alpine Private Capital/Alpine Investment Management LLC
Industry Investment Management
Experience
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Nadja Masura Nadja Masura's Morningstar Experience 2007 - May 2008
Job at
Industry Internet
Experience
Math Solutions June 2012 - Present
Women's Global Leadership Initiative June 2011 - Present
Nadja Masura Web Designs 1999 - Present
ASTR 2010 - 2010
Sonoma County Book Festival March 2009 - October 2009
Occidental Center for the Arts September 2008 - 2009
MorningStar 2007 - May 2008
University of Maryland, College Park August 2004 - May 2006
University of Maryland, College Park May 2003 - August 2003
University of Maryland, College Park 2003 - 2003
Skills
Web Design, Teaching, University Teaching, Project Planning, Photoshop, Illustrator, InDesign, Dreamweaver, Premiere, Digital Media, Digital Photography, Photo Editing, Floral Design, Organizational..., Research, Marketing Strategy, Marketing Management, Strategic Planning, Event Planning, Office Administration, Design Consultancy, Web Consultancy, PowerPoint, HTML, CSS, Customer Service, Microsoft Office, Adobe Creative Suite, Creative Writing, Final Cut Pro, Art, Theatre, Marketing, Blogging, Editing, Nonprofits, Facebook, Copywriting, User Interface Design, Copy Editing, Event Management, Press Releases, Workshop Facilitation, Marketing Communications, Video, Public Speaking, Content Development, Web Content, Creative Problem Solving
Education
University of Maryland College Park 2002 — 2007
PhD, Theatre and Performance Studies
College of Marin 1999 — 2000
AS, Multimedia/Graphics Design
College of Marin 1999 — 2000
AS, Multimedia/Authoring and Integration
University of Michigan 1994 — 1996
MA, Theatre
University of Puget Sound 1990 — 1994
BA, Theatre
Math Solutions June 2012 - Present
Women's Global Leadership Initiative June 2011 - Present
Nadja Masura Web Designs 1999 - Present
ASTR 2010 - 2010
Sonoma County Book Festival March 2009 - October 2009
Occidental Center for the Arts September 2008 - 2009
MorningStar 2007 - May 2008
University of Maryland, College Park August 2004 - May 2006
University of Maryland, College Park May 2003 - August 2003
University of Maryland, College Park 2003 - 2003
Skills
Web Design, Teaching, University Teaching, Project Planning, Photoshop, Illustrator, InDesign, Dreamweaver, Premiere, Digital Media, Digital Photography, Photo Editing, Floral Design, Organizational..., Research, Marketing Strategy, Marketing Management, Strategic Planning, Event Planning, Office Administration, Design Consultancy, Web Consultancy, PowerPoint, HTML, CSS, Customer Service, Microsoft Office, Adobe Creative Suite, Creative Writing, Final Cut Pro, Art, Theatre, Marketing, Blogging, Editing, Nonprofits, Facebook, Copywriting, User Interface Design, Copy Editing, Event Management, Press Releases, Workshop Facilitation, Marketing Communications, Video, Public Speaking, Content Development, Web Content, Creative Problem Solving
Education
University of Maryland College Park 2002 — 2007
PhD, Theatre and Performance Studies
College of Marin 1999 — 2000
AS, Multimedia/Graphics Design
College of Marin 1999 — 2000
AS, Multimedia/Authoring and Integration
University of Michigan 1994 — 1996
MA, Theatre
University of Puget Sound 1990 — 1994
BA, Theatre
Connie Meehan Connie Meehan's Morningstar Experience August 2005 - June 2006
Job Territory Sales Manager at SemaConnect (Colorado, Arizona & New Mexico)
Industry Renewables & Environment
Experience
SemaConnect September 2014 - Present
Registria, Inc. January 2013 - August 2014
CoStar Group May 2012 - January 2013
MDC Partners February 2010 - May 2012
Michael Page International July 2007 - October 2009
Deloitte SAP Project June 2006 - May 2007
Morningstar August 2005 - June 2006
Skills
Large Account Sales, Consultative Selling, Direct Sales, Direct Marketing, Marketing Strategy, Marketing Research, Account Management, Relationship Development, Campaign Management, Full-cycle Recruiting, Cold Calling, Salesforce.com, Microsoft Office, Inter-personal, Sales, Connected Devices, Competitive Analysis, Email Marketing, Selling, Recruiting, Strategy, Business Development, Management, SDLC, Lead Generation, Marketing, Solution Selling, CRM, Strategic Partnerships, Time Management, E-commerce, Sales Process, Customer Experience, Operations Management, SaaS, New Business Development, Leadership, B2B, Sales Operations
Education
Colorado State University 2002 — 2005
Bachelors, Finance
Pomona High School 1998 — 2001
Semester at Sea
SemaConnect September 2014 - Present
Registria, Inc. January 2013 - August 2014
CoStar Group May 2012 - January 2013
MDC Partners February 2010 - May 2012
Michael Page International July 2007 - October 2009
Deloitte SAP Project June 2006 - May 2007
Morningstar August 2005 - June 2006
Skills
Large Account Sales, Consultative Selling, Direct Sales, Direct Marketing, Marketing Strategy, Marketing Research, Account Management, Relationship Development, Campaign Management, Full-cycle Recruiting, Cold Calling, Salesforce.com, Microsoft Office, Inter-personal, Sales, Connected Devices, Competitive Analysis, Email Marketing, Selling, Recruiting, Strategy, Business Development, Management, SDLC, Lead Generation, Marketing, Solution Selling, CRM, Strategic Partnerships, Time Management, E-commerce, Sales Process, Customer Experience, Operations Management, SaaS, New Business Development, Leadership, B2B, Sales Operations
Education
Colorado State University 2002 — 2005
Bachelors, Finance
Pomona High School 1998 — 2001
Semester at Sea
Robert Wherry Robert Wherry's Morningstar Experience June 2013 - Present
Job Associate EditorMorningstar Advisor Magazine at Morningstar
Industry Publishing
Experience
Morningstar June 2013 - Present
Morningstar June 2010 - June 2013
2008-2009SmartMoney September 2008 - July 2009
SmartMoney.com August 2006 - September 2008
SmartMoney magazine June 2005 - September 2006
Forbes February 1999 - June 2005
George January 1997 - January 1999
Delaware Today January 1996 - January 1997
Cecil Whig January 1996 - January 1997
International Features January 1995 - January 1996
Skills
Journalism, Editing, Storytelling, Newsletters, Blogging, Magazines, Editorial, Feature Articles, Media Relations, Web Content, Publications, Online Journalism, Social Media, Video, Newspapers, Financial Services, Press Releases, Mutual Funds, Marketing, ETFs, Investments, Writing, Copy Editing, Publishing, Content Strategy, Content Development, News Writing, Digital Media, Content Management, Copywriting, New Media, AP Style, Management, Books
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Real Estate; Finance
Columbia University - Columbia Business School 2009 — 2010
Master of Journalism, Journalism/Finance
University of Delaware 1992 — 1995
BA, English
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree in Architectural Engineering
Delaware Technical and Community College-Stanton-Wilmington
Morningstar June 2013 - Present
Morningstar June 2010 - June 2013
2008-2009SmartMoney September 2008 - July 2009
SmartMoney.com August 2006 - September 2008
SmartMoney magazine June 2005 - September 2006
Forbes February 1999 - June 2005
George January 1997 - January 1999
Delaware Today January 1996 - January 1997
Cecil Whig January 1996 - January 1997
International Features January 1995 - January 1996
Skills
Journalism, Editing, Storytelling, Newsletters, Blogging, Magazines, Editorial, Feature Articles, Media Relations, Web Content, Publications, Online Journalism, Social Media, Video, Newspapers, Financial Services, Press Releases, Mutual Funds, Marketing, ETFs, Investments, Writing, Copy Editing, Publishing, Content Strategy, Content Development, News Writing, Digital Media, Content Management, Copywriting, New Media, AP Style, Management, Books
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Real Estate; Finance
Columbia University - Columbia Business School 2009 — 2010
Master of Journalism, Journalism/Finance
University of Delaware 1992 — 1995
BA, English
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree in Architectural Engineering
Delaware Technical and Community College-Stanton-Wilmington
Jessamyn (Haupt) Garrett Jessamyn (Haupt) Garrett's Morningstar Experience June 2015 - Present
Job Senior User Researcher at Morningstar
Industry Design
Experience
Morningstar June 2015 - Present
Tribune Company March 2013 - January 2015
Walgreens June 2012 - November 2012
Sachs Insights August 2010 - June 2012
Point Forward June 2009 - August 2009
Penn Lab for Experimental Evolutionary Psychology July 2006 - April 2007
Dominick Abel Literary Agency August 2004 - December 2005
Skills
User Experience, User-centered Design, User Research, Ethnography, Usability Testing, Interaction Design, Experience Design, Design Strategy, Card Sorting, Research Design, User Interface Design, User Experience Design, Design Thinking, Human Factors, Moderating, Customer Insight, Survey Design, Qualitative Research, Contextual Inquiry, Creative Problem Solving, Mobile Devices, Consumer Insights, Observational Research, Mobile, Concept Development, User Interface
Education
IIT Institute of Design 2007 — 2010
Master of Design, Design Research / User Research
University of Pennsylvania 2006 — 2007
Postbaccalaureate Coursework, Psychology
New York University 2004 — 2004
Certificate, Summer Publishing Institute
Brandeis University 2000 — 2004
Bachelor of Arts, Literature, Economics
Morningstar June 2015 - Present
Tribune Company March 2013 - January 2015
Walgreens June 2012 - November 2012
Sachs Insights August 2010 - June 2012
Point Forward June 2009 - August 2009
Penn Lab for Experimental Evolutionary Psychology July 2006 - April 2007
Dominick Abel Literary Agency August 2004 - December 2005
Skills
User Experience, User-centered Design, User Research, Ethnography, Usability Testing, Interaction Design, Experience Design, Design Strategy, Card Sorting, Research Design, User Interface Design, User Experience Design, Design Thinking, Human Factors, Moderating, Customer Insight, Survey Design, Qualitative Research, Contextual Inquiry, Creative Problem Solving, Mobile Devices, Consumer Insights, Observational Research, Mobile, Concept Development, User Interface
Education
IIT Institute of Design 2007 — 2010
Master of Design, Design Research / User Research
University of Pennsylvania 2006 — 2007
Postbaccalaureate Coursework, Psychology
New York University 2004 — 2004
Certificate, Summer Publishing Institute
Brandeis University 2000 — 2004
Bachelor of Arts, Literature, Economics
Liang Tian Liang Tian's Morningstar Experience June 2011 - August 2011
Job Distributed Systems Engineer at Twitch
Industry Computer Software
Experience
Twitch September 2015 - Present
New York Air Brake September 2012 - June 2014
Delphi January 2012 - August 2012
Rochester Institute of Technology September 2011 - December 2011
Morningstar June 2011 - August 2011
Majesty China June 2009 - August 2009
Skills
Java, Distributed Systems, Python, C, Catia, Solidworks, Matlab, Microsoft Excel, AutoCAD, ANSYS, Microsoft Word, PowerPoint, Finite Element Analysis, Systems Engineering, Mechanical Engineering, Engineering, NX 6, HTML, CSS, JavaScript, NX Unigraphics, LabVIEW, C++, SQL, Programming, Microsoft Office
Education
Carnegie Mellon University 2014 — 2015
Master's Degree, Master of Science for Information Technology - eBusiness Technology, 3.88/4.00
Rochester Institute of Technology 2010 — 2012
Master of Engineering, Mechanical Engineering, 3.67
University of Shanghai for Science and Technology 2006 — 2010
Bachelor of Engineering, Mechanical Engineering, 83
Affiliated High School of South China Normal University 2000 — 2006
Twitch September 2015 - Present
New York Air Brake September 2012 - June 2014
Delphi January 2012 - August 2012
Rochester Institute of Technology September 2011 - December 2011
Morningstar June 2011 - August 2011
Majesty China June 2009 - August 2009
Skills
Java, Distributed Systems, Python, C, Catia, Solidworks, Matlab, Microsoft Excel, AutoCAD, ANSYS, Microsoft Word, PowerPoint, Finite Element Analysis, Systems Engineering, Mechanical Engineering, Engineering, NX 6, HTML, CSS, JavaScript, NX Unigraphics, LabVIEW, C++, SQL, Programming, Microsoft Office
Education
Carnegie Mellon University 2014 — 2015
Master's Degree, Master of Science for Information Technology - eBusiness Technology, 3.88/4.00
Rochester Institute of Technology 2010 — 2012
Master of Engineering, Mechanical Engineering, 3.67
University of Shanghai for Science and Technology 2006 — 2010
Bachelor of Engineering, Mechanical Engineering, 83
Affiliated High School of South China Normal University 2000 — 2006
Dennis Adams Dennis Adams's Morningstar Experience April 2011 - May 2012
Job Associate at Weil Gotshal and Manges
Industry Law Practice
Experience
Weil Gotshal and Manges October 2013 - Present
Morningstar April 2011 - May 2012
National Football League November 2008 - August 2010
Proskauer Rose LLP July 2007 - October 2008
Skills
Legal Writing, Corporate Law, Due Diligence, Corporate Governance, Legal Assistance, Mergers & Acquisitions, Intellectual Property, Licensing
Education
Northwestern University 2011 — 2013
Juris Doctor (J.D.)
Cornell University 2003 — 2007
Bachelor of Science (B.S.), Hotel Administration/Management
Weil Gotshal and Manges October 2013 - Present
Morningstar April 2011 - May 2012
National Football League November 2008 - August 2010
Proskauer Rose LLP July 2007 - October 2008
Skills
Legal Writing, Corporate Law, Due Diligence, Corporate Governance, Legal Assistance, Mergers & Acquisitions, Intellectual Property, Licensing
Education
Northwestern University 2011 — 2013
Juris Doctor (J.D.)
Cornell University 2003 — 2007
Bachelor of Science (B.S.), Hotel Administration/Management
Angela Herman Angela Herman's Morningstar Experience March 2014 - Present
Job Compliance Officer at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Morningstar October 2011 - March 2014
Berthel Fisher & Company Financial Services, Inc. January 2008 - September 2011
Skills
Series 7, Series 24, FINRA
Education
Coe College 2003 — 2007
Bachelor of Business Administration (BBA)
Morningstar March 2014 - Present
Morningstar October 2011 - March 2014
Berthel Fisher & Company Financial Services, Inc. January 2008 - September 2011
Skills
Series 7, Series 24, FINRA
Education
Coe College 2003 — 2007
Bachelor of Business Administration (BBA)
Tommy Browne's Morningstar Experience June 2011 - August 2011
Job Senior manager, brand strategy and design at Associated Press
Industry Design
Experience
Associated Press June 2015 - Present
Associated Press April 2013 - June 2015
Clinic for Special Children April 2012 - January 2015
Lippincott September 2012 - January 2013
Morningstar June 2011 - August 2011
Skills
Calligraphy, Bookbinding, Custom lettering, Adobe Creative Suite, Motion Graphics, Information Design, User-centered Design, Design Thinking, InDesign, Typography, Interaction Design, Illustrator, Illustration, Design Strategy, Branding & Identity, Visual Communication, Graphic Design, User Interface Design, Photoshop, User Experience, Concept Development
Education
Carnegie Mellon University 2008 — 2012
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Associated Press June 2015 - Present
Associated Press April 2013 - June 2015
Clinic for Special Children April 2012 - January 2015
Lippincott September 2012 - January 2013
Morningstar June 2011 - August 2011
Skills
Calligraphy, Bookbinding, Custom lettering, Adobe Creative Suite, Motion Graphics, Information Design, User-centered Design, Design Thinking, InDesign, Typography, Interaction Design, Illustrator, Illustration, Design Strategy, Branding & Identity, Visual Communication, Graphic Design, User Interface Design, Photoshop, User Experience, Concept Development
Education
Carnegie Mellon University 2008 — 2012
Bachelor of Fine Arts (BFA), Design and Visual Communications, General
Constantin Schoelkopf Constantin Schoelkopf's Morningstar Experience 2015 - Present
Job Designated Compliance Officer at Morningstar Credit Ratings, LLC
Industry Financial Services
Experience
Morningstar 2015 - Present
Moody's Investors Service 2013 - 2014
UBS Investment Bank 2011 - 2013
Skadden 2006 - 2009
Altria Group 2000 - 2006
Davis Polk & Wardwell LLP 1998 - 2000
Shearman & Sterling LLP 1997 - 1998
Skills
Fixed Income, Structured Products, Securities Regulation, Dodd-Frank, CDO, Compliance, Securitized Products, Trading, Corporate Finance, Hedge Funds, Corporate Governance, Securitization, Financial Structuring, Private Placements, Structured Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Risk Management, Credit, Financial Risk, ISDA, Equities, FINRA, Financial Services, Regulatory Compliance
Education
Columbia Law School 1994 — 1997
J.D., Harlan Fiske Stone Scholar
University of Munich /CUNY Graduate Center
Doctor of Philosophy (Ph.D.), Fulbright Scholar
Morningstar 2015 - Present
Moody's Investors Service 2013 - 2014
UBS Investment Bank 2011 - 2013
Skadden 2006 - 2009
Altria Group 2000 - 2006
Davis Polk & Wardwell LLP 1998 - 2000
Shearman & Sterling LLP 1997 - 1998
Skills
Fixed Income, Structured Products, Securities Regulation, Dodd-Frank, CDO, Compliance, Securitized Products, Trading, Corporate Finance, Hedge Funds, Corporate Governance, Securitization, Financial Structuring, Private Placements, Structured Finance, Capital Markets, Due Diligence, Private Equity, Investment Banking, Risk Management, Credit, Financial Risk, ISDA, Equities, FINRA, Financial Services, Regulatory Compliance
Education
Columbia Law School 1994 — 1997
J.D., Harlan Fiske Stone Scholar
University of Munich /CUNY Graduate Center
Doctor of Philosophy (Ph.D.), Fulbright Scholar
Jacqueline O'Flanagan Jacqueline O'Flanagan's Morningstar Experience February 2012 - July 2013
Job Head of Canada & Regional Director
Industry Financial Services
Experience
FTSE April 2015 - Present
FTSE August 2013 - Present
Morningstar February 2012 - July 2013
Morningstar July 2002 - February 2012
Morningstar 2002 - 2008
Morningstar Canada 2002 - 2004
Xerox 2000 - 2002
Lanier Worldwide 1998 - 2000
Bell Canada 1998 - 1999
Skills
Wealth Management, Financial Services, Mutual Funds, Equities, Relationship Management, Investments, Asset Allocation, Securities, Fixed Income, Morningstar Direct, Hedge Funds, Series 7, Derivatives, Strategic Financial..., Alternative Investments, Financial Advisory, Investment Advisory, Wealth, Financial Modeling, Bonds, Investment Strategies, Investment Management, Financial Planning
Education
Carleton University 1994 — 1997
Sacred Heart
FTSE April 2015 - Present
FTSE August 2013 - Present
Morningstar February 2012 - July 2013
Morningstar July 2002 - February 2012
Morningstar 2002 - 2008
Morningstar Canada 2002 - 2004
Xerox 2000 - 2002
Lanier Worldwide 1998 - 2000
Bell Canada 1998 - 1999
Skills
Wealth Management, Financial Services, Mutual Funds, Equities, Relationship Management, Investments, Asset Allocation, Securities, Fixed Income, Morningstar Direct, Hedge Funds, Series 7, Derivatives, Strategic Financial..., Alternative Investments, Financial Advisory, Investment Advisory, Wealth, Financial Modeling, Bonds, Investment Strategies, Investment Management, Financial Planning
Education
Carleton University 1994 — 1997
Sacred Heart
Lisa Antonio Lisa Antonio's Morningstar Experience February 2000 - Present
Job SVP, Global Business Development
Industry Financial Services
Experience
Morningstar February 2000 - Present
Skills
Series 7, Wealth Management, Asset Managment, Mutual Funds, Investments, Asset Allocation, 401k, Strategic Partnerships, Financial Services, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Relationship Management, Investment Advisory, Portfolio Management, Equities, Retirement
Education
Central Connecticut State University 1983 — 1987
Bachelor of Science (BS), Sociology
Morningstar February 2000 - Present
Skills
Series 7, Wealth Management, Asset Managment, Mutual Funds, Investments, Asset Allocation, 401k, Strategic Partnerships, Financial Services, Asset Management, Alternative Investments, Investment Strategies, Investment Management, Relationship Management, Investment Advisory, Portfolio Management, Equities, Retirement
Education
Central Connecticut State University 1983 — 1987
Bachelor of Science (BS), Sociology
Shahe Alexanian, MBA Shahe Alexanian, MBA's Morningstar Experience February 1994 - May 1997
Job Research & Information Operations | Securities Listing and Data Analysis Expert
Industry Financial Services
Experience
OneChicago LLC August 2006 - Present
Chicago Board Options Exchange October 1999 - July 2006
Board of Trade Clearing Corporation June 1997 - September 1999
Morningstar February 1994 - May 1997
Zak Enterprises (formerly Paramount Company) June 1985 - September 1993
Skills
Options, Derivatives, Training, Business Process..., Market Analysis, Business Process Design, Trading, Risk Management, Equities, Financial Markets, Financial Analysis, Securities, Commodity, Data Analysis, Business Analysis, Mutual Funds, Process Improvement..., Investments, Trading Systems, Analysis, Marketing, Management, Portfolio Management, Financial Services, Mergers, FX Options, Market Data, Bloomberg, Hedge Funds, Proprietary Trading, Product Management, Equity Trading, Alternative Investments, Process Improvement, Fixed Income, Leadership, Access, Program Management, Private Equity, Banking, Electronic Trading, CRM, Hedging, Series 7, ETFs, Asset Managment, Credit, Management Consulting, Finance, Capital Markets
Education
Lake Forest Graduate School of Management 2008 — 2011
MBA, Organizational Leadership
Columbia College Chicago 1989 — 1993
BA, Management
Glenbrook South High School
OneChicago LLC August 2006 - Present
Chicago Board Options Exchange October 1999 - July 2006
Board of Trade Clearing Corporation June 1997 - September 1999
Morningstar February 1994 - May 1997
Zak Enterprises (formerly Paramount Company) June 1985 - September 1993
Skills
Options, Derivatives, Training, Business Process..., Market Analysis, Business Process Design, Trading, Risk Management, Equities, Financial Markets, Financial Analysis, Securities, Commodity, Data Analysis, Business Analysis, Mutual Funds, Process Improvement..., Investments, Trading Systems, Analysis, Marketing, Management, Portfolio Management, Financial Services, Mergers, FX Options, Market Data, Bloomberg, Hedge Funds, Proprietary Trading, Product Management, Equity Trading, Alternative Investments, Process Improvement, Fixed Income, Leadership, Access, Program Management, Private Equity, Banking, Electronic Trading, CRM, Hedging, Series 7, ETFs, Asset Managment, Credit, Management Consulting, Finance, Capital Markets
Education
Lake Forest Graduate School of Management 2008 — 2011
MBA, Organizational Leadership
Columbia College Chicago 1989 — 1993
BA, Management
Glenbrook South High School
Rohit Bharill's Morningstar Experience May 2015 - Present
Job Vice President at Morningstar
Industry Capital Markets
Experience
Morningstar May 2015 - Present
Moody's Investors Service January 2013 - April 2015
Nomura Securities July 2011 - December 2011
Nomura Securities June 2009 - June 2011
Lehman Brothers July 2006 - August 2008
Skills
Derivatives, Options, Trading, Risk Management, Finance, Proprietary Trading, Credit, Fixed Income, Bloomberg, Capital Markets, Credit Derivatives, Financial Markets, Equity Derivatives, CDO, Structured Products
Education
Columbia University in the City of New York 2008 — 2009
MA, Mathematics of Finance
Indian Institute of Technology, Bombay 2002 — 2006
B. Tech, Mechanical Engineering
University of Nottingham 2005 — 2005
Research Scholar, Advanced Manufacturing Technologies
Ohio University 2004 — 2004
Visiting Scholar, Mechanical and Chemical Engineering
Morningstar May 2015 - Present
Moody's Investors Service January 2013 - April 2015
Nomura Securities July 2011 - December 2011
Nomura Securities June 2009 - June 2011
Lehman Brothers July 2006 - August 2008
Skills
Derivatives, Options, Trading, Risk Management, Finance, Proprietary Trading, Credit, Fixed Income, Bloomberg, Capital Markets, Credit Derivatives, Financial Markets, Equity Derivatives, CDO, Structured Products
Education
Columbia University in the City of New York 2008 — 2009
MA, Mathematics of Finance
Indian Institute of Technology, Bombay 2002 — 2006
B. Tech, Mechanical Engineering
University of Nottingham 2005 — 2005
Research Scholar, Advanced Manufacturing Technologies
Ohio University 2004 — 2004
Visiting Scholar, Mechanical and Chemical Engineering
Lomit Patel's Morningstar Experience 1999 - 2000
Job Head of Customer Acquisitions at Next Issue Media
Industry Internet
Experience
Next Issue Media October 2012 - Present
Roku 2008 - October 2012
TrustedID, Inc. 2006 - 2008
Earthlink, Inc. PeoplePC Division 2004 - 2006
Doremus & Company Advertising 2003 - 2004
Mosaic Media, Inc 2001 - 2003
Independent Consultant 2000 - 2001
Morningstar 1999 - 2000
Skills
Affiliate Marketing, SEO, Social Media, Viral Marketing, Online Marketing, SEM, Direct Marketing, Customer Acquisition, Email Marketing, Digital Marketing, PPC, E-commerce, Interactive Marketing, Online Advertising, Social Media Marketing, Mobile Marketing, Marketing Strategy, Creative Development, Google Analytics, Database Marketing, Web Analytics
Education
Webster University 1997 — 1999
Masters, Marketing
Chartered Institute of Marketing 1994 — 1994
Postgraduate Diploma, Marketing
South Bank University 1990 — 1994
Bachelors, Business Administration
Next Issue Media October 2012 - Present
Roku 2008 - October 2012
TrustedID, Inc. 2006 - 2008
Earthlink, Inc. PeoplePC Division 2004 - 2006
Doremus & Company Advertising 2003 - 2004
Mosaic Media, Inc 2001 - 2003
Independent Consultant 2000 - 2001
Morningstar 1999 - 2000
Skills
Affiliate Marketing, SEO, Social Media, Viral Marketing, Online Marketing, SEM, Direct Marketing, Customer Acquisition, Email Marketing, Digital Marketing, PPC, E-commerce, Interactive Marketing, Online Advertising, Social Media Marketing, Mobile Marketing, Marketing Strategy, Creative Development, Google Analytics, Database Marketing, Web Analytics
Education
Webster University 1997 — 1999
Masters, Marketing
Chartered Institute of Marketing 1994 — 1994
Postgraduate Diploma, Marketing
South Bank University 1990 — 1994
Bachelors, Business Administration
Colin Greer Colin Greer's Morningstar Experience November 2003 - December 2008
Job CoFounder of PastPros
Industry Information Technology and Services
Experience
Inteloom Inc. April 2014 - Present
PastPros September 2013 - Present
Lixar IT January 2011 - April 2014
IMS Brogan December 2008 - December 2011
Morningstar November 2003 - December 2008
Skills
Business Analysis, Management, Requirements Gathering, Account Management, Offshore Management, Research, Requirements Analysis, Business Process..., Software Documentation, Project Management, Team Management, Team Leadership, Business Intelligence, Quality Assurance, Testing, Analysis, Software Project..., SQL, Coaching, Sports, Sports Marketing
Education
University of Ottawa / Université d'Ottawa 2000 — 2002
Master's degree, History
Concordia University 1997 — 2000
Bachelor of Arts (BA), History
Inteloom Inc. April 2014 - Present
PastPros September 2013 - Present
Lixar IT January 2011 - April 2014
IMS Brogan December 2008 - December 2011
Morningstar November 2003 - December 2008
Skills
Business Analysis, Management, Requirements Gathering, Account Management, Offshore Management, Research, Requirements Analysis, Business Process..., Software Documentation, Project Management, Team Management, Team Leadership, Business Intelligence, Quality Assurance, Testing, Analysis, Software Project..., SQL, Coaching, Sports, Sports Marketing
Education
University of Ottawa / Université d'Ottawa 2000 — 2002
Master's degree, History
Concordia University 1997 — 2000
Bachelor of Arts (BA), History
Stella (Yixin) Wei's Morningstar Experience April 2014 - Present
Job Data Analyst, Global Equity at Morningstar
Industry Financial Services
Experience
Morningstar April 2014 - Present
California State University, East Bay September 2011 - June 2013
Eden Housing, Inc. January 2013 - March 2013
OOCL logistics company March 2010 - March 2011
COSCO Shanghai International Freight Co., Ltd. June 2008 - August 2008
Skills
Mandarin, Logistics, Container Shipping, Presentations, Management, Budgets, Corporate Finance, Valuation, Marketing, Customer Service, Data Analysis, Shipping, Transportation, Analysis, Microsoft Excel, PowerPoint, Managerial Finance, Market Research, Microsoft Word, Microsoft Office, Transportation...
Education
California State University-East Bay 2011 — 2013
MBA, Finance
Shanghai Maritime University 2006 — 2010
Bachelor, Business Administration
Morningstar April 2014 - Present
California State University, East Bay September 2011 - June 2013
Eden Housing, Inc. January 2013 - March 2013
OOCL logistics company March 2010 - March 2011
COSCO Shanghai International Freight Co., Ltd. June 2008 - August 2008
Skills
Mandarin, Logistics, Container Shipping, Presentations, Management, Budgets, Corporate Finance, Valuation, Marketing, Customer Service, Data Analysis, Shipping, Transportation, Analysis, Microsoft Excel, PowerPoint, Managerial Finance, Market Research, Microsoft Word, Microsoft Office, Transportation...
Education
California State University-East Bay 2011 — 2013
MBA, Finance
Shanghai Maritime University 2006 — 2010
Bachelor, Business Administration
Anne Wootton Anne Wootton's Morningstar Experience January 2010 - August 2010
Job Cofounder, CEO at Pop Up Archive
Industry Information Services
Experience
Pop Up Archive 2012 - Present
UC Berkeley School of Information August 2010 - May 2012
Morningstar January 2010 - August 2010
French Ministry of Education October 2009 - May 2010
The Brown Daily Herald January 2009 - October 2009
Skills
Digital Media, Content Management, Start-ups, Editing, Social Media, Archives, Journalism, Project Management, Fundraising, Entrepreneurship, Web Content, User Experience, Research, Blogging, Broadcast, Grant Writing, Metadata Standards, Digital Preservation, Metadata Modeling, Radio, Digital Archiving, New Media Integration, Digital Strategy, Networking, Metadata Management, Metadata Workbench
Education
UC Berkeley School of Information 2010 — 2012
Masters, Information Management and Systems
Brown University
BA with Honors, Classics, Comparative Literature-French
Pop Up Archive 2012 - Present
UC Berkeley School of Information August 2010 - May 2012
Morningstar January 2010 - August 2010
French Ministry of Education October 2009 - May 2010
The Brown Daily Herald January 2009 - October 2009
Skills
Digital Media, Content Management, Start-ups, Editing, Social Media, Archives, Journalism, Project Management, Fundraising, Entrepreneurship, Web Content, User Experience, Research, Blogging, Broadcast, Grant Writing, Metadata Standards, Digital Preservation, Metadata Modeling, Radio, Digital Archiving, New Media Integration, Digital Strategy, Networking, Metadata Management, Metadata Workbench
Education
UC Berkeley School of Information 2010 — 2012
Masters, Information Management and Systems
Brown University
BA with Honors, Classics, Comparative Literature-French
Earl Zirkle Earl Zirkle's Morningstar Experience November 2007 - Present
Job Senior Systems Administrator at Morningstar
Industry Information Technology and Services
Experience
Morningstar November 2007 - Present
Activant Solutions, Inc. June 2005 - November 2007
Ajilon/Dell August 2004 - May 2005
Broadwing Communications June 2001 - August 2004
Teleplan International May 2000 - May 2001
Xyratex April 1997 - May 2000
Matrix Components, Inc. April 1996 - April 1997
Texas Instruments April 1995 - April 1996
US Army July 1989 - April 1993
Skills
VMware, Windows Server, Microsoft Exchange, Red Hat Linux, Storage Area Networks, Network Administration, Microsoft Certified..., Cisco Technologies, Virtualization, Windows NT, Microsoft SQL Server, Windows, CentOS, Hyper-V, DNS, VMware ESX, Citrix, Xen, Salesforce.com..., Amazon Web Services..., Powershell, Disaster Recovery, Lync Server 2010, Postini, Proofpoint, JIRA, Confluence, Google Apps, Office 365
Education
Central Texas College 1993 — 1995
Associate of Applied Science, Computer Electronics Technology
Morningstar November 2007 - Present
Activant Solutions, Inc. June 2005 - November 2007
Ajilon/Dell August 2004 - May 2005
Broadwing Communications June 2001 - August 2004
Teleplan International May 2000 - May 2001
Xyratex April 1997 - May 2000
Matrix Components, Inc. April 1996 - April 1997
Texas Instruments April 1995 - April 1996
US Army July 1989 - April 1993
Skills
VMware, Windows Server, Microsoft Exchange, Red Hat Linux, Storage Area Networks, Network Administration, Microsoft Certified..., Cisco Technologies, Virtualization, Windows NT, Microsoft SQL Server, Windows, CentOS, Hyper-V, DNS, VMware ESX, Citrix, Xen, Salesforce.com..., Amazon Web Services..., Powershell, Disaster Recovery, Lync Server 2010, Postini, Proofpoint, JIRA, Confluence, Google Apps, Office 365
Education
Central Texas College 1993 — 1995
Associate of Applied Science, Computer Electronics Technology
Rachel Pildis, PhD Rachel Pildis, PhD's Morningstar Experience January 2012 - Present
Job Developer at Morningstar
Industry Computer Software
Experience
Morningstar January 2012 - Present
Holly Hunt June 2010 - December 2011
AdGooroo, LLC December 2006 - May 2010
re:Sources USA IT December 1999 - December 2006
Business Logic Corporation October 1997 - December 1999
Northwestern University November 1996 - October 1997
Harvard-Smithsonian Center for Astrophysics September 1995 - October 1996
Skills
XML, Microsoft SQL Server, Web Services, C#, HTML, .NET, Databases, Morningstar Direct, SQL Server, VB.NET, SQL, ASP.NET, Agile Methodologies, XSLT, Business Intelligence, Open XML, Web Development, Web Applications, Management
Education
University of Michigan - Rackham Graduate School 1990 — 1995
PhD
Carleton College 1985 — 1989
BA
Morningstar January 2012 - Present
Holly Hunt June 2010 - December 2011
AdGooroo, LLC December 2006 - May 2010
re:Sources USA IT December 1999 - December 2006
Business Logic Corporation October 1997 - December 1999
Northwestern University November 1996 - October 1997
Harvard-Smithsonian Center for Astrophysics September 1995 - October 1996
Skills
XML, Microsoft SQL Server, Web Services, C#, HTML, .NET, Databases, Morningstar Direct, SQL Server, VB.NET, SQL, ASP.NET, Agile Methodologies, XSLT, Business Intelligence, Open XML, Web Development, Web Applications, Management
Education
University of Michigan - Rackham Graduate School 1990 — 1995
PhD
Carleton College 1985 — 1989
BA
Manuela Bastos Fortes Manuela Bastos Fortes's Morningstar Experience June 2002 - September 2002
Job
Industry Design
Experience
SapientNitro January 2014 - Present
SapientNitro January 2013 - Present
Razorfish January 2012 - January 2013
Razorfish June 2009 - January 2012
Razorfish July 2007 - June 2009
Self-Employed September 2006 - August 2007
Addison December 2004 - September 2006
Addison May 2003 - December 2004
School of Design, Carnegie Mellon University August 2001 - May 2003
Morningstar June 2002 - September 2002
Skills
User Experience, Interaction Design, Information Architecture, Data Visualization, User-centered Design, Usability, Social Media, Mobile, Graphic Design, Usability Testing, Mobile Devices, User Research, Persona, E-commerce, Information Design, Experience Design, Content Strategy, Wireframes
Education
Carnegie Mellon University 2001 — 2003
Masters, Communication Planning and Information Design
Pontifícia Universidade Católica do Rio de Janeiro 1997 — 2001
Bachelor, Visual Communication and Industrial Design
SapientNitro January 2014 - Present
SapientNitro January 2013 - Present
Razorfish January 2012 - January 2013
Razorfish June 2009 - January 2012
Razorfish July 2007 - June 2009
Self-Employed September 2006 - August 2007
Addison December 2004 - September 2006
Addison May 2003 - December 2004
School of Design, Carnegie Mellon University August 2001 - May 2003
Morningstar June 2002 - September 2002
Skills
User Experience, Interaction Design, Information Architecture, Data Visualization, User-centered Design, Usability, Social Media, Mobile, Graphic Design, Usability Testing, Mobile Devices, User Research, Persona, E-commerce, Information Design, Experience Design, Content Strategy, Wireframes
Education
Carnegie Mellon University 2001 — 2003
Masters, Communication Planning and Information Design
Pontifícia Universidade Católica do Rio de Janeiro 1997 — 2001
Bachelor, Visual Communication and Industrial Design
Terry Tian, CFA Terry Tian, CFA's Morningstar Experience August 2011 - February 2013
Job Equity Research Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2015 - Present
Wellington Management May 2014 - July 2014
Tyrian Investments, LP October 2013 - May 2014
Morningstar August 2011 - February 2013
Morningstar September 2009 - July 2011
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Research, Portfolio Management, Data Analysis, Due Diligence, Financial Modeling, Valuation, Equities, Investment Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2008 — 2009
Master, International Affairs
Peking University 2007 — 2008
Master, International Affairs
Peking University 2003 — 2007
Bachelor of Law, International Political Economy
Wellington Management July 2015 - Present
Wellington Management May 2014 - July 2014
Tyrian Investments, LP October 2013 - May 2014
Morningstar August 2011 - February 2013
Morningstar September 2009 - July 2011
Skills
Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Research, Portfolio Management, Data Analysis, Due Diligence, Financial Modeling, Valuation, Equities, Investment Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2008 — 2009
Master, International Affairs
Peking University 2007 — 2008
Master, International Affairs
Peking University 2003 — 2007
Bachelor of Law, International Political Economy
Rachel Sill Rachel Sill's Morningstar Experience July 2013 - Present
Job Financial Analyst / Trader
Industry Investment Management
Experience
Morningstar July 2013 - Present
MACQUARIE FUNDS GROUP 2008 - 2010
Macquarie Allegiance Capital 2006 - 2008
Skills
CMBS, Bonds, Trading, Fixed Income, Portfolio Management, Real Estate, ABS, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Financial Reporting, Asset Management, Excel, Economics, Cash Flow, Forecasting, VBA, Financial Management, Underwriting, Pricing, Investments, Structured Products
Education
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2005
BA, Economics
Morningstar July 2013 - Present
MACQUARIE FUNDS GROUP 2008 - 2010
Macquarie Allegiance Capital 2006 - 2008
Skills
CMBS, Bonds, Trading, Fixed Income, Portfolio Management, Real Estate, ABS, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Financial Reporting, Asset Management, Excel, Economics, Cash Flow, Forecasting, VBA, Financial Management, Underwriting, Pricing, Investments, Structured Products
Education
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2005
BA, Economics
Alex Teixeira Alex Teixeira's Morningstar Experience July 2012 - July 2013
Job Research Analyst at Standard Life Investments
Industry Financial Services
Experience
Standard Life September 2013 - Present
Morningstar July 2012 - July 2013
Morningstar July 2010 - June 2012
Finale Dessert Company June 2009 - August 2009
Skills
Equities, Financial Modeling, Investments, Equity Research, Valuation, Trading, Bloomberg, Economics, Portfolio Management, Hedge Funds, Asset Allocation, Mutual Funds, Alternative Investments, Investment Banking, Corporate Finance, Asset Managment, Financial Analysis, Investment Management, Morningstar Direct, Asset Management, Fixed Income, Financial Markets
Education
Colby College 2006 — 2010
Bachelors of Arts and Science, Economics, Religious Studies
Boston University Academy 2001 — 2006
Standard Life September 2013 - Present
Morningstar July 2012 - July 2013
Morningstar July 2010 - June 2012
Finale Dessert Company June 2009 - August 2009
Skills
Equities, Financial Modeling, Investments, Equity Research, Valuation, Trading, Bloomberg, Economics, Portfolio Management, Hedge Funds, Asset Allocation, Mutual Funds, Alternative Investments, Investment Banking, Corporate Finance, Asset Managment, Financial Analysis, Investment Management, Morningstar Direct, Asset Management, Fixed Income, Financial Markets
Education
Colby College 2006 — 2010
Bachelors of Arts and Science, Economics, Religious Studies
Boston University Academy 2001 — 2006
Michelle N. Dunbar's Morningstar Experience July 2013 - September 2014
Job Administrative Professional
Industry Nonprofit Organization Management
Experience
Academic Approach September 2015 - Present
Market News International July 2015 - Present
Morningstar July 2013 - September 2014
Year Up March 2013 - January 2014
One Source Talent August 2012 - August 2013
Angel Academy August 2009 - September 2012
Skills
Social Networking, Event Planning, Customer Service, Microsoft Office, Critical Thinking, Concur, HTML, Project Management, Team-oriented, Highly detail oriented, Time Management, Teamwork, Public Speaking, Outlook, Access
Education
City Colleges of Chicago-Harold Washington College 2013 — 2014
Business Administration and Management, General
Year Up Chicago 2013 — 2014
Information Technology
Brooks College Prep 2004 — 2008
Academic Approach September 2015 - Present
Market News International July 2015 - Present
Morningstar July 2013 - September 2014
Year Up March 2013 - January 2014
One Source Talent August 2012 - August 2013
Angel Academy August 2009 - September 2012
Skills
Social Networking, Event Planning, Customer Service, Microsoft Office, Critical Thinking, Concur, HTML, Project Management, Team-oriented, Highly detail oriented, Time Management, Teamwork, Public Speaking, Outlook, Access
Education
City Colleges of Chicago-Harold Washington College 2013 — 2014
Business Administration and Management, General
Year Up Chicago 2013 — 2014
Information Technology
Brooks College Prep 2004 — 2008
Gabi Meszaros Gabi Meszaros's Morningstar Experience 2003 - 2004
Job Network Operations Center Manager at Sikich
Industry Information Technology and Services
Experience
Sikich September 2014 - Present
Switchfast Technologies October 2012 - September 2014
INTRUST GROUP October 2006 - October 2012
The Art Institute of Chicago 2004 - 2006
Morningstar 2003 - 2004
Houghton Mifflin Harcourt 2003 - 2003
Loewenberg Associates 2002 - 2002
Skidmore Owings and Merrill 2001 - 2001
Metro Design Associates 1996 - 2000
Skills
IT Service Management, Process Improvement, Results Focused, Workflow Design, Service Design, Service Delivery, Managed Services, Customer Service, Team Management, Standards Development, Change Management, Service Desk, Troubleshooting, Servers, Networking, Enterprise Software, Customer Satisfaction, Windows, Technical Support, Leadership, Result Oriented, Active Directory, Windows Server, Management, Information Technology
Education
Columbia College Chicago 1995 — 1996
Sikich September 2014 - Present
Switchfast Technologies October 2012 - September 2014
INTRUST GROUP October 2006 - October 2012
The Art Institute of Chicago 2004 - 2006
Morningstar 2003 - 2004
Houghton Mifflin Harcourt 2003 - 2003
Loewenberg Associates 2002 - 2002
Skidmore Owings and Merrill 2001 - 2001
Metro Design Associates 1996 - 2000
Skills
IT Service Management, Process Improvement, Results Focused, Workflow Design, Service Design, Service Delivery, Managed Services, Customer Service, Team Management, Standards Development, Change Management, Service Desk, Troubleshooting, Servers, Networking, Enterprise Software, Customer Satisfaction, Windows, Technical Support, Leadership, Result Oriented, Active Directory, Windows Server, Management, Information Technology
Education
Columbia College Chicago 1995 — 1996
Jonathan Roth, CPCU, ARM, AIAF's Morningstar Experience June 2010 - August 2010
Job Business Management Professional
Industry Financial Services
Experience
Amica Mutual Insurance March 2014 - Present
Amica Mutual Insurance April 2013 - March 2014
Amica Mutual Insurance March 2012 - April 2013
Amica Mutual Insurance November 2011 - March 2012
Amica Mutual Insurance September 2011 - November 2011
Morningstar June 2010 - August 2010
Colby College September 2008 - January 2010
Colby College August 2008 - January 2009
City of Miami Beach May 2008 - August 2008
Skills
Statistics, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Research, Spanish, Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
Colby College 2007 — 2011
Bachelors, Economics-Mathematics, Business
Western Connecticut State University
Accounting, 4.0
University of Miami - School of Business
Accounting, 4.0
MAST Academy 2003 — 2007
Oceanic and Atmospheric Science, Oceanic and Atmospheric Science
Amica Mutual Insurance March 2014 - Present
Amica Mutual Insurance April 2013 - March 2014
Amica Mutual Insurance March 2012 - April 2013
Amica Mutual Insurance November 2011 - March 2012
Amica Mutual Insurance September 2011 - November 2011
Morningstar June 2010 - August 2010
Colby College September 2008 - January 2010
Colby College August 2008 - January 2009
City of Miami Beach May 2008 - August 2008
Skills
Statistics, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Research, Spanish, Accounting, Sarbanes-Oxley Act, Financial Analysis
Education
Colby College 2007 — 2011
Bachelors, Economics-Mathematics, Business
Western Connecticut State University
Accounting, 4.0
University of Miami - School of Business
Accounting, 4.0
MAST Academy 2003 — 2007
Oceanic and Atmospheric Science, Oceanic and Atmospheric Science
Mark Pearsall's Morningstar Experience September 1998 - December 2000
Job Graphic Designer; Foresight + Research + Innovation at Arup
Industry Design
Experience
Arup August 2013 - Present
Mindjet May 2012 - July 2013
California College of the Arts June 2012 - February 2013
Exilition October 2003 - August 2011
Burrell Communications May 2002 - October 2003
The Patton Group May 1999 - May 2002
Morningstar September 1998 - December 2000
University of Illinois at Chicago August 1997 - May 1999
Museum of Contemporary Art Chicago May 1998 - September 1998
Skills
Graphic Design, Interaction Design, User Experience, Typography, Visual Design, Creative Direction, Visual Communication, Layout, Logo Design, Adobe Creative Suite, Web Design, Wireframes, Illustrator, Information Graphics, User Research, User Interface Design, Usability Testing, Experience Design, Design Strategy, Heuristic Evaluation, Graphics, Design Thinking, Information Design, Mobile Design, Research Design, Concept Generation, Design Research, User Flows, Storyboarding, User Experience Design, Color Theory, Service Design, Critical Theory, Philosophy of Mind, Sketching, Mobile Interface Design, Art Exhibitions, User-centered Design, Usability, Posters, Rapid Prototyping, 4D Design, Information Architecture, Diagrams, Product Design, Exhibition Design, Persona Development, User Journeys
Education
California College of the Arts 2011 — 2013
MFA, Design
University of Illinois at Chicago 1997 — 2000
BFA, Graphic Design
College of DuPage 1995 — 1997
Associate of Arts (AA)
Arup August 2013 - Present
Mindjet May 2012 - July 2013
California College of the Arts June 2012 - February 2013
Exilition October 2003 - August 2011
Burrell Communications May 2002 - October 2003
The Patton Group May 1999 - May 2002
Morningstar September 1998 - December 2000
University of Illinois at Chicago August 1997 - May 1999
Museum of Contemporary Art Chicago May 1998 - September 1998
Skills
Graphic Design, Interaction Design, User Experience, Typography, Visual Design, Creative Direction, Visual Communication, Layout, Logo Design, Adobe Creative Suite, Web Design, Wireframes, Illustrator, Information Graphics, User Research, User Interface Design, Usability Testing, Experience Design, Design Strategy, Heuristic Evaluation, Graphics, Design Thinking, Information Design, Mobile Design, Research Design, Concept Generation, Design Research, User Flows, Storyboarding, User Experience Design, Color Theory, Service Design, Critical Theory, Philosophy of Mind, Sketching, Mobile Interface Design, Art Exhibitions, User-centered Design, Usability, Posters, Rapid Prototyping, 4D Design, Information Architecture, Diagrams, Product Design, Exhibition Design, Persona Development, User Journeys
Education
California College of the Arts 2011 — 2013
MFA, Design
University of Illinois at Chicago 1997 — 2000
BFA, Graphic Design
College of DuPage 1995 — 1997
Associate of Arts (AA)
Dan Bandola Dan Bandola's Morningstar Experience March 2012 - Present
Job Network Services Technician
Industry Financial Services
Experience
Morningstar March 2012 - Present
Redbox DVD Inc June 2008 - March 2012
Redbox DVD Inc January 2007 - June 2008
Skills
Technical Support, Troubleshooting, Help Desk Support, VPN, JIRA, System Center..., Software Documentation, Switches, Computer Hardware, Process Improvement, Technical Writing, Hardware, Analysis, ITIL: Awareness, FTP Administration, Avaya ASA
Education
College of DuPage
Keller Graduate School of Management of DeVry University 2004 — 2006
Bachelor's, Business Technical Management w/concentration in Computer Networking
Moraine Valley Community College
Associates Degree, General Science
Morningstar March 2012 - Present
Redbox DVD Inc June 2008 - March 2012
Redbox DVD Inc January 2007 - June 2008
Skills
Technical Support, Troubleshooting, Help Desk Support, VPN, JIRA, System Center..., Software Documentation, Switches, Computer Hardware, Process Improvement, Technical Writing, Hardware, Analysis, ITIL: Awareness, FTP Administration, Avaya ASA
Education
College of DuPage
Keller Graduate School of Management of DeVry University 2004 — 2006
Bachelor's, Business Technical Management w/concentration in Computer Networking
Moraine Valley Community College
Associates Degree, General Science
Andrea Prochniak Andrea Prochniak's Morningstar Experience 1992 - 1994
Job Senior Vice President, Head of Investor Relations and Corporate Communications
Industry Financial Services
Experience
AB (AllianceBernstein) March 2011 - Present
CBS Corporation May 2008 - March 2011
Morgan Stanley 2003 - 2006
Morgan Stanley 2001 - 2003
Morgan Stanley 1997 - 2001
Fortune Magazine 1995 - 1997
Accenture 1994 - 1995
Morningstar 1992 - 1994
Education
Northwestern University 1993 — 1994
Master's, Journalism
Colby College 1987 — 1991
B.A., East Asian Studies/Japanese/Creative Writing
WRA
AB (AllianceBernstein) March 2011 - Present
CBS Corporation May 2008 - March 2011
Morgan Stanley 2003 - 2006
Morgan Stanley 2001 - 2003
Morgan Stanley 1997 - 2001
Fortune Magazine 1995 - 1997
Accenture 1994 - 1995
Morningstar 1992 - 1994
Education
Northwestern University 1993 — 1994
Master's, Journalism
Colby College 1987 — 1991
B.A., East Asian Studies/Japanese/Creative Writing
WRA
Jim Ofria Jim Ofria's Morningstar Experience March 2015 - Present
Job Senior Product Manager, Reporting Solutions at Morningstar
Industry Information Technology and Services
Experience
Morningstar March 2015 - Present
Morningstar December 2012 - February 2015
Morningstar June 2008 - November 2012
Fidelity Investments April 2006 - May 2008
Fidelity Investments June 2002 - March 2006
Putnam Investments June 1997 - May 2002
Skills
Customer Relations, Business Requirements, Cross-functional Team..., Team Leadership, Wealth Management, Customer Service, Portfolio Management, Management, Project Management, Product Management, Business Analysis, Product Development, Software Project..., Competitive Analysis, Strategy, Business Development, Analytics, Product Marketing, SaaS, Agile Methodologies, Vendor Management, Enterprise Software
Education
Bucknell University
Bachelor of Science, Engineering
Morningstar March 2015 - Present
Morningstar December 2012 - February 2015
Morningstar June 2008 - November 2012
Fidelity Investments April 2006 - May 2008
Fidelity Investments June 2002 - March 2006
Putnam Investments June 1997 - May 2002
Skills
Customer Relations, Business Requirements, Cross-functional Team..., Team Leadership, Wealth Management, Customer Service, Portfolio Management, Management, Project Management, Product Management, Business Analysis, Product Development, Software Project..., Competitive Analysis, Strategy, Business Development, Analytics, Product Marketing, SaaS, Agile Methodologies, Vendor Management, Enterprise Software
Education
Bucknell University
Bachelor of Science, Engineering
Danyan Zhao Danyan Zhao's Morningstar Experience December 2012 - April 2013
Job Student at Columbia University in the City of New York
Industry
Experience
Elegran Real Estate February 2015 - May 2015
Morningstar December 2012 - April 2013
Bank of China July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Data Mining, Data Analysis, R programing, Management, Statistics, SAS, C++, SQL, Matlab
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (B.S.), Statistics
Elegran Real Estate February 2015 - May 2015
Morningstar December 2012 - April 2013
Bank of China July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Data Mining, Data Analysis, R programing, Management, Statistics, SAS, C++, SQL, Matlab
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
Sun Yat-Sen University 2009 — 2013
Bachelor of Science (B.S.), Statistics
Katie Courtney Katie Courtney's Morningstar Experience March 2015 - Present
Job Implementation Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar March 2015 - Present
Morningstar May 2013 - March 2015
Morningstar June 2011 - April 2013
Slingshot SEO January 2011 - May 2011
Crop Production Services June 2010 - December 2010
Skills
Access, Marketing Strategy, Salesforce.com, Event Planning, Morningstar Direct, Microsoft Office, Social Media, Microsoft Excel, Social Media Marketing, Market Research, PowerPoint, Data Analysis, Marketing, Microsoft Word, Project Management, Microsoft SQL Server, JIRA
Education
Butler University - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Marketing
Universiteit Maastricht / Maastricht University 2009 — 2009
Morningstar March 2015 - Present
Morningstar May 2013 - March 2015
Morningstar June 2011 - April 2013
Slingshot SEO January 2011 - May 2011
Crop Production Services June 2010 - December 2010
Skills
Access, Marketing Strategy, Salesforce.com, Event Planning, Morningstar Direct, Microsoft Office, Social Media, Microsoft Excel, Social Media Marketing, Market Research, PowerPoint, Data Analysis, Marketing, Microsoft Word, Project Management, Microsoft SQL Server, JIRA
Education
Butler University - College of Business Administration 2007 — 2011
Bachelor of Science (B.S.), Marketing
Universiteit Maastricht / Maastricht University 2009 — 2009
Parag Khandelwal Parag Khandelwal's Morningstar Experience February 2008 - June 2008
Job Senior Associate at Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity 2012 - Present
Grassroots.org 2011 - Present
J.P. Morgan 2010 - 2012
J.P. Morgan June 2009 - August 2009
Goldman Sachs September 2008 - November 2008
International Marketmakers Combination June 2008 - September 2008
Morningstar February 2008 - June 2008
SAP June 2007 - February 2008
Skills
Private Equity, Investment Banking, Equities, Valuation, Financial Modeling, Leveraged Finance, Restructuring, Financial Analysis, Economics, Venture Capital, Options, Fixed Income, Equity Valuation, Business Valuation, Corporate Development, Start-ups, Due Diligence, Derivatives, M&A experience, DCF, Bloomberg Terminal, Special Situations, Capital IQ, Entrepreneurship, IPO, Finance, High Yield, Asset Management, Portfolio Management, Structured Finance, Mergers & Acquisitions
Education
Northwestern University 2007 — 2010
BA, Mathematics, Economics, and History
Bowdoin College 2006 — 2007
Phillips Academy 2002 — 2006
Spectrum Equity 2012 - Present
Grassroots.org 2011 - Present
J.P. Morgan 2010 - 2012
J.P. Morgan June 2009 - August 2009
Goldman Sachs September 2008 - November 2008
International Marketmakers Combination June 2008 - September 2008
Morningstar February 2008 - June 2008
SAP June 2007 - February 2008
Skills
Private Equity, Investment Banking, Equities, Valuation, Financial Modeling, Leveraged Finance, Restructuring, Financial Analysis, Economics, Venture Capital, Options, Fixed Income, Equity Valuation, Business Valuation, Corporate Development, Start-ups, Due Diligence, Derivatives, M&A experience, DCF, Bloomberg Terminal, Special Situations, Capital IQ, Entrepreneurship, IPO, Finance, High Yield, Asset Management, Portfolio Management, Structured Finance, Mergers & Acquisitions
Education
Northwestern University 2007 — 2010
BA, Mathematics, Economics, and History
Bowdoin College 2006 — 2007
Phillips Academy 2002 — 2006
Paul Korngiebel's Morningstar Experience October 1990 - February 1992
Job Global Equity Analyst at Boston Partners Asset Mgmt LP
Industry Financial Services
Experience
Boston Partners Asset Mgmt LP December 2014 - Present
Time off January 2013 - May 2014
Cerro Torre Partners April 2012 - November 2012
Greenwich High School August 2011 - November 2011
Deccan Value Advisors October 2004 - September 2009
Brandes Investment Partners June 1996 - June 2002
A.T. Kearney September 1995 - June 1996
William Blair and Company February 1992 - July 1993
Morningstar October 1990 - February 1992
Bowdoin College June 1987 - August 1987
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Alternative Investments, Series 7, Securities, Equity Valuation, Value Investing, Business Strategy, Business Valuation, Research, Wealth Management, Start-ups, Entrepreneurship, Analysis, Finance, Equities, Valuation, Management, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2014
Junior standing for second BA
St. John's College (NM) 2001 — 2002
MA, Liberal Arts
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Accoutning
Chartered Financial Analyst 1991 — 1994
CFA, Finance, General
Harvard University 1988 — 1990
AM, English & American Literature
Bowdoin College 1984 — 1988
AB, English & Religion
International School of Geneva 1978 — 1984
HSD, Languages, Sciences
Boston Partners Asset Mgmt LP December 2014 - Present
Time off January 2013 - May 2014
Cerro Torre Partners April 2012 - November 2012
Greenwich High School August 2011 - November 2011
Deccan Value Advisors October 2004 - September 2009
Brandes Investment Partners June 1996 - June 2002
A.T. Kearney September 1995 - June 1996
William Blair and Company February 1992 - July 1993
Morningstar October 1990 - February 1992
Bowdoin College June 1987 - August 1987
Skills
Investments, Portfolio Management, Equity Research, Hedge Funds, Alternative Investments, Series 7, Securities, Equity Valuation, Value Investing, Business Strategy, Business Valuation, Research, Wealth Management, Start-ups, Entrepreneurship, Analysis, Finance, Equities, Valuation, Management, Financial Modeling, Emerging Markets, Asset Management, Financial Analysis
Education
Columbia University in the City of New York 2014 — 2014
Junior standing for second BA
St. John's College (NM) 2001 — 2002
MA, Liberal Arts
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance & Accoutning
Chartered Financial Analyst 1991 — 1994
CFA, Finance, General
Harvard University 1988 — 1990
AM, English & American Literature
Bowdoin College 1984 — 1988
AB, English & Religion
International School of Geneva 1978 — 1984
HSD, Languages, Sciences
Melinda Hightower Melinda Hightower's Morningstar Experience January 2004 - July 2008
Job Tax Attorney. Legal Diversity Advocate. Student Mentor.
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - Present
Blueprint JD, Inc. May 2012 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2010 - July 2010
Littler Mendelson May 2009 - July 2009
Morningstar January 2004 - July 2008
World Wrestling Entertainment 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Education
University of Virginia School of Law 2008 — 2011
J.D., Law
The University of Chicago Booth School of Business 2005 — 2007
MBA, Accounting & Finance
Cornell University 1996 — 2000
B.S., Industrial and Labor Relations
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - Present
Blueprint JD, Inc. May 2012 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2010 - July 2010
Littler Mendelson May 2009 - July 2009
Morningstar January 2004 - July 2008
World Wrestling Entertainment 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Education
University of Virginia School of Law 2008 — 2011
J.D., Law
The University of Chicago Booth School of Business 2005 — 2007
MBA, Accounting & Finance
Cornell University 1996 — 2000
B.S., Industrial and Labor Relations
Michael Aieta Michael Aieta's Morningstar Experience January 2008 - August 2009
Job Product Management Training, eCommerce, SaaS, UX, Analytics, Agile, Mobile
Industry Internet
Experience
Pacific West Partners, Inc. October 2014 - Present
Ricoh Americas Corporation February 2014 - August 2014
Sears Holdings Corporation November 2009 - February 2014
Loanforward August 2009 - September 2010
Morningstar January 2008 - August 2009
Village of Riverside 1998 - 2008
Viewpoints Network December 2007 - December 2007
Amacai Information Corporation December 2002 - July 2007
Localeze December 2002 - July 2007
Grey Direct March 2002 - November 2002
Skills
Database Marketing, Product Management, SEM, Product Marketing, Financial Services, Product Design, CRM, Start-ups, Consulting, Business Planning, Salesforce.com, Analytics, Customer Acquisition, Marketing Strategy, Product Development, Lead Generation, E-commerce, Strategy, Cross-functional Team..., Mobile Devices, Marketing, Multi-channel Marketing, Business Development, Integrated Marketing, Project Management
Education
Brown University
BS, EE
Northwestern University
MS, Computer Studies in Music
Pacific West Partners, Inc. October 2014 - Present
Ricoh Americas Corporation February 2014 - August 2014
Sears Holdings Corporation November 2009 - February 2014
Loanforward August 2009 - September 2010
Morningstar January 2008 - August 2009
Village of Riverside 1998 - 2008
Viewpoints Network December 2007 - December 2007
Amacai Information Corporation December 2002 - July 2007
Localeze December 2002 - July 2007
Grey Direct March 2002 - November 2002
Skills
Database Marketing, Product Management, SEM, Product Marketing, Financial Services, Product Design, CRM, Start-ups, Consulting, Business Planning, Salesforce.com, Analytics, Customer Acquisition, Marketing Strategy, Product Development, Lead Generation, E-commerce, Strategy, Cross-functional Team..., Mobile Devices, Marketing, Multi-channel Marketing, Business Development, Integrated Marketing, Project Management
Education
Brown University
BS, EE
Northwestern University
MS, Computer Studies in Music
Diana Atad's Morningstar Experience 2004 - 2007
Job Web Content Manager at Healthcare Financial Management Association (HFMA)
Industry Marketing and Advertising
Experience
Healthcare Financial Management Association (HFMA) January 2012 - Present
McGladrey January 2011 - January 2012
Million Dollar Round Table June 2010 - December 2011
Motorola Solutions USA April 2010 - December 2010
Crowe Horwath LLP October 2009 - October 2010
Skyline Design September 2009 - September 2009
SPSS July 2009 - September 2009
Allstate 2007 - April 2009
Greenplay February 2009 - March 2009
Morningstar 2004 - 2007
Skills
Web Marketing, Collateral, Editorial, Copywriting, Social Media Marketing, Web Content Management, Marketing Communications, Proofreading, SEO, Content Management, Copy Editing, Blogging, Editing, Press Releases, Advertising, Public Relations, Facebook, Web Content, Adobe Acrobat, Online Marketing
Education
DePaul University 2014 — 2014
Social Media Marketing Certificate, Social Media
Colorado State University
BA, Journalism & Political Science
Western Connecticut State University
MBA, Business
Healthcare Financial Management Association (HFMA) January 2012 - Present
McGladrey January 2011 - January 2012
Million Dollar Round Table June 2010 - December 2011
Motorola Solutions USA April 2010 - December 2010
Crowe Horwath LLP October 2009 - October 2010
Skyline Design September 2009 - September 2009
SPSS July 2009 - September 2009
Allstate 2007 - April 2009
Greenplay February 2009 - March 2009
Morningstar 2004 - 2007
Skills
Web Marketing, Collateral, Editorial, Copywriting, Social Media Marketing, Web Content Management, Marketing Communications, Proofreading, SEO, Content Management, Copy Editing, Blogging, Editing, Press Releases, Advertising, Public Relations, Facebook, Web Content, Adobe Acrobat, Online Marketing
Education
DePaul University 2014 — 2014
Social Media Marketing Certificate, Social Media
Colorado State University
BA, Journalism & Political Science
Western Connecticut State University
MBA, Business
Sarah Helwig Sarah Helwig's Morningstar Experience May 2015 - Present
Job Associate CMBS Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Morningstar May 2014 - May 2015
Arnstein & Lehr LLP February 2012 - April 2014
Teaching Assistant Program in France USA October 2012 - May 2013
Heartland Alliance for Human Needs & Human Rights December 2011 - March 2012
Language Connexion September 2010 - December 2010
La Comunidad News LLC October 2009 - January 2010
FlorenceForFun May 2009 - July 2009
Skills
Social Media, Microsoft Office, Editing, Foreign Languages, Photoshop, Marketing, Legal Writing, Project Coordination, Report Writing, Audacity, International Business, French, Property Tax, Public Speaking
Education
Dominican University 2011 — 2013
MBA, Business Administration and Management, General, 3.86
Université de Aix-Provence I 2011 — 2011
French Studies
University of Wisconsin-Madison 2007 — 2010
Journalism and Strategic Communication
Bucknell University 2006 — 2007
Morningstar May 2015 - Present
Morningstar May 2014 - May 2015
Arnstein & Lehr LLP February 2012 - April 2014
Teaching Assistant Program in France USA October 2012 - May 2013
Heartland Alliance for Human Needs & Human Rights December 2011 - March 2012
Language Connexion September 2010 - December 2010
La Comunidad News LLC October 2009 - January 2010
FlorenceForFun May 2009 - July 2009
Skills
Social Media, Microsoft Office, Editing, Foreign Languages, Photoshop, Marketing, Legal Writing, Project Coordination, Report Writing, Audacity, International Business, French, Property Tax, Public Speaking
Education
Dominican University 2011 — 2013
MBA, Business Administration and Management, General, 3.86
Université de Aix-Provence I 2011 — 2011
French Studies
University of Wisconsin-Madison 2007 — 2010
Journalism and Strategic Communication
Bucknell University 2006 — 2007
Daniel Stoneburner Daniel Stoneburner's Morningstar Experience August 2011 - August 2012
Job Consultant at Headspring Systems
Industry Computer Software
Experience
Headspring Systems April 2015 - Present
Charles Schwab October 2012 - April 2015
Morningstar August 2011 - August 2012
Concordia University at Austin October 2009 - April 2012
Camp Lutherhaven April 2011 - August 2011
Camp Lutherhaven May 2010 - August 2010
Skills
Java, Software Development, Design Patterns, MongoDB, Splunk, Project Coordination, Python, Leadership, Team-oriented, Android Development, Hadoop, NoSQL, DevOps, Scala, Spring, C#, Xamarin, Google App Engine, GWT, Spring MVC, Agile Methodologies, Enterprise Software
Education
Georgia Institute of Technology 2014 — 2017
Master of Science (MS), Computer Science
Concordia University-Austin 2009 — 2012
Bachelor of Science (BS), Computer Science
Foster High School 2005 — 2009
High School Diploma, 2009
Headspring Systems April 2015 - Present
Charles Schwab October 2012 - April 2015
Morningstar August 2011 - August 2012
Concordia University at Austin October 2009 - April 2012
Camp Lutherhaven April 2011 - August 2011
Camp Lutherhaven May 2010 - August 2010
Skills
Java, Software Development, Design Patterns, MongoDB, Splunk, Project Coordination, Python, Leadership, Team-oriented, Android Development, Hadoop, NoSQL, DevOps, Scala, Spring, C#, Xamarin, Google App Engine, GWT, Spring MVC, Agile Methodologies, Enterprise Software
Education
Georgia Institute of Technology 2014 — 2017
Master of Science (MS), Computer Science
Concordia University-Austin 2009 — 2012
Bachelor of Science (BS), Computer Science
Foster High School 2005 — 2009
High School Diploma, 2009
Larry Todd (LT) Cousineau's Morningstar Experience June 2014 - October 2014
Job Executive Assistant at Riveron Consulting
Industry Executive Office
Experience
Riveron Consulting November 2014 - Present
ANMT 2008 - Present
Morningstar June 2014 - October 2014
M+W Group October 2010 - March 2014
The M3 Group, LLC August 2009 - April 2010
Walt Disney Television Animation December 1996 - August 2009
Disney ABC Television Group December 1996 - August 2009
Walt Disney Studios 1995 - August 2009
SD Entertainment May 2007 - August 2007
Walt Disney Animation Studios December 1996 - January 2004
Skills
Executive Support, Office Management, Event Planning, Scheduling, Entertainment, Theatre, Film, Musical Theatre, Screenwriting, Performing Arts, Television, Film Production, Video Production, Music, Animation, Video, Toon Boom, Drama, Feature Films, Voice Acting, Art, Stage, Storyboarding, Editing
Education
California State University-Fullerton 1990 — 1993
MA, Theatre (Playwriting)
University of California, Los Angeles 1983 — 1988
BA, Theatre, Film and TV
Riveron Consulting November 2014 - Present
ANMT 2008 - Present
Morningstar June 2014 - October 2014
M+W Group October 2010 - March 2014
The M3 Group, LLC August 2009 - April 2010
Walt Disney Television Animation December 1996 - August 2009
Disney ABC Television Group December 1996 - August 2009
Walt Disney Studios 1995 - August 2009
SD Entertainment May 2007 - August 2007
Walt Disney Animation Studios December 1996 - January 2004
Skills
Executive Support, Office Management, Event Planning, Scheduling, Entertainment, Theatre, Film, Musical Theatre, Screenwriting, Performing Arts, Television, Film Production, Video Production, Music, Animation, Video, Toon Boom, Drama, Feature Films, Voice Acting, Art, Stage, Storyboarding, Editing
Education
California State University-Fullerton 1990 — 1993
MA, Theatre (Playwriting)
University of California, Los Angeles 1983 — 1988
BA, Theatre, Film and TV
Chandan Banerjee Chandan Banerjee's Morningstar Experience May 2011 - Present
Job Senior Vice President at Morningstar
Industry Financial Services
Experience
Morningstar May 2011 - Present
Goldman Sachs April 2007 - March 2011
Trimont Real Estate Advisors July 2004 - February 2007
Cushman & Wakefield May 1997 - August 2002
Skills
Fixed Income, Financial Modeling, Financial Services, Valuation, Commercial Real Estate, Real Estate Financing, CMBS, Credit Rating, Rating Agency Relations, Structured Finance, Securitization, Financial Analysis, Real Estate, Investment Management, DCF, Alternative Investments, Due Diligence
Education
Cornell University 2002 — 2004
Master's Degree, Real Estate Finance
School of Planning and Architecture 1992 — 1997
Master's Degree, Urban Planning
Morningstar May 2011 - Present
Goldman Sachs April 2007 - March 2011
Trimont Real Estate Advisors July 2004 - February 2007
Cushman & Wakefield May 1997 - August 2002
Skills
Fixed Income, Financial Modeling, Financial Services, Valuation, Commercial Real Estate, Real Estate Financing, CMBS, Credit Rating, Rating Agency Relations, Structured Finance, Securitization, Financial Analysis, Real Estate, Investment Management, DCF, Alternative Investments, Due Diligence
Education
Cornell University 2002 — 2004
Master's Degree, Real Estate Finance
School of Planning and Architecture 1992 — 1997
Master's Degree, Urban Planning
James Feld James Feld's Morningstar Experience Corps MemberTeach For AmericaMay 2013 - May 2015
Job Leadership Development Program at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar Corps MemberTeach For AmericaMay 2013 - May 2015
Penske Logistics May 2012 - August 2012
SunGard Financial Systems June 2011 - August 2011
Harris Tulchin & Associates June 2010 - August 2010
L. Epstien Hardware Co. July 2009 - August 2009
Skills
PowerPoint, Social Media, Public Speaking, Data Analysis, Statistics, Microsoft Excel, Human Resources, Research, Microsoft Office, Microsoft Word, Event Planning, Community Outreach, Leadership Development
Education
Cornell University 2009 — 2013
Bachelor of Science, Industrial and Labor Relations
Morningstar Corps MemberTeach For AmericaMay 2013 - May 2015
Penske Logistics May 2012 - August 2012
SunGard Financial Systems June 2011 - August 2011
Harris Tulchin & Associates June 2010 - August 2010
L. Epstien Hardware Co. July 2009 - August 2009
Skills
PowerPoint, Social Media, Public Speaking, Data Analysis, Statistics, Microsoft Excel, Human Resources, Research, Microsoft Office, Microsoft Word, Event Planning, Community Outreach, Leadership Development
Education
Cornell University 2009 — 2013
Bachelor of Science, Industrial and Labor Relations
Kaitlin Zawadzki, MBA's Morningstar Experience September 2011 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar September 2011 - Present
Pepper Construction Company May 2011 - October 2011
Talking Leaves Books August 2009 - September 2010
Buffalo.com/Yourhub April 2008 - September 2008
Buffalo Heritage Unlimited May 2008 - August 2008
Skills
Research, Sales, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Marketing, Outlook, Project Management, Publishing, Morningstar Direct, Books, Storytelling, Publications
Education
Canisius College 2005 — 2009
Bachelors, English, Business
Morningstar September 2011 - Present
Pepper Construction Company May 2011 - October 2011
Talking Leaves Books August 2009 - September 2010
Buffalo.com/Yourhub April 2008 - September 2008
Buffalo Heritage Unlimited May 2008 - August 2008
Skills
Research, Sales, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Marketing, Outlook, Project Management, Publishing, Morningstar Direct, Books, Storytelling, Publications
Education
Canisius College 2005 — 2009
Bachelors, English, Business
Sloan Danenhower's Morningstar Experience January 2013 - February 2014
Job Manager Private Equity at AlphaSights
Industry Information Services
Experience
AlphaSights March 2014 - Present
Morningstar January 2013 - February 2014
Morningstar July 2011 - December 2012
Colorado College September 2010 - May 2011
Hertz January 2010 - May 2011
Ameriprise Financial September 2010 - December 2010
Chicago Area Gay & Lesbian Chamber of Commerce September 2009 - May 2010
Skills
Business Development, CRM, Management, Leadership, Strategy, Marketing, Sales, Training, Financial Services, Public Speaking, Economics
Education
Colorado College 2007 — 2011
Bachelor of Arts, Economics
Lyme-Old Lyme High School 2003 — 2007
ACM!
AlphaSights March 2014 - Present
Morningstar January 2013 - February 2014
Morningstar July 2011 - December 2012
Colorado College September 2010 - May 2011
Hertz January 2010 - May 2011
Ameriprise Financial September 2010 - December 2010
Chicago Area Gay & Lesbian Chamber of Commerce September 2009 - May 2010
Skills
Business Development, CRM, Management, Leadership, Strategy, Marketing, Sales, Training, Financial Services, Public Speaking, Economics
Education
Colorado College 2007 — 2011
Bachelor of Arts, Economics
Lyme-Old Lyme High School 2003 — 2007
ACM!
Christina Bailey Christina Bailey's Morningstar Experience January 2011 - March 2011
Job Human Capital Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2014 - Present
Deloitte August 2012 - August 2014
Mettler-Toledo International, Inc February 2012 - May 2012
GE February 2012 - May 2012
Goldman Sachs June 2011 - September 2011
Morningstar January 2011 - March 2011
N Street Village June 2010 - September 2010
Cornell University May 2010 - August 2010
U.S. House of Representatives May 2008 - August 2008
Skills
Personnel Management, Human Capital, Salesforce.com, Project Management, Shared Services, Integration, Business Process, Process Improvement, Research, Management Consulting, Public Speaking
Education
Cornell University
Industrial and Labor Relations
Holton-Arms
London School of Economics and Political Science
General Course, Human Resources Management
Deloitte August 2014 - Present
Deloitte August 2012 - August 2014
Mettler-Toledo International, Inc February 2012 - May 2012
GE February 2012 - May 2012
Goldman Sachs June 2011 - September 2011
Morningstar January 2011 - March 2011
N Street Village June 2010 - September 2010
Cornell University May 2010 - August 2010
U.S. House of Representatives May 2008 - August 2008
Skills
Personnel Management, Human Capital, Salesforce.com, Project Management, Shared Services, Integration, Business Process, Process Improvement, Research, Management Consulting, Public Speaking
Education
Cornell University
Industrial and Labor Relations
Holton-Arms
London School of Economics and Political Science
General Course, Human Resources Management
Angel Lopez III's Morningstar Experience 2014 - Present
Job I provide sales strategies, account management and client service to impel results.
Industry Financial Services
Experience
Morningstar 2014 - Present
Praxair 2010 - 2014
FedEx Office 2007 - 2010
Office Depot 2002 - 2007
Skills
Account Management, Sales, Customer Service, Public Relations, Manufacturing, Mentoring, Project Management, Financial Analysis, Creative Problem Solving, Customer Retention, Pricing Strategy, New Business Development, Lead Generation, Business Travel, Dispute Resolution, Issue Management, Process Consulting, Management, Sales Presentations, Face to Face Sales, Revenue Forecasting, Strategic Financial..., Journalism, Key Account Management, Collaboration, Teamwork, Adobe Creative Suite, Public Speaking, Problem Solving
Education
Purdue University 2001 — 2006
Bachelor, Communication and Media Studies
Cleveland State University 2005 — 2005
Master of Business Administration (MBA)
Morningstar 2014 - Present
Praxair 2010 - 2014
FedEx Office 2007 - 2010
Office Depot 2002 - 2007
Skills
Account Management, Sales, Customer Service, Public Relations, Manufacturing, Mentoring, Project Management, Financial Analysis, Creative Problem Solving, Customer Retention, Pricing Strategy, New Business Development, Lead Generation, Business Travel, Dispute Resolution, Issue Management, Process Consulting, Management, Sales Presentations, Face to Face Sales, Revenue Forecasting, Strategic Financial..., Journalism, Key Account Management, Collaboration, Teamwork, Adobe Creative Suite, Public Speaking, Problem Solving
Education
Purdue University 2001 — 2006
Bachelor, Communication and Media Studies
Cleveland State University 2005 — 2005
Master of Business Administration (MBA)
Dermot O'Mahony Dermot O'Mahony's Morningstar Experience April 2015 - Present
Job Head (VP) of Advisor Software at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
HelloWallet August 2013 - April 2015
LexisNexis September 2007 - July 2013
LexisNexis June 2004 - September 2007
Seisint April 2000 - June 2004
Motorola March 1999 - April 2000
Campbell Informatics November 1996 - March 2000
Skills
Strategic Planning, Product Management, Mergers, Platform Architecture, Partner Management, New Business Development, Business Strategy, Software Development, SaaS, Market Analysis, Big Data, Mobile Devices, Operations Management, Strategy, Mergers & Acquisitions, Analytics, Product Development, Enterprise Architecture, Marketing Strategy, Business Intelligence, Cloud Computing, Agile Methodologies, B2B, Vendor Management, Enterprise Software, Solution Selling, Contract Negotiation, Program Management, Strategic Partnerships, Business Development, Management, Leadership, Business Analysis
Education
Rice College, Ennis
Rice College, Ennis
Cork Institute of Technology 1992 — 1996
BEng
Florida International University 2005 — 2007
Masters
Morningstar April 2015 - Present
HelloWallet August 2013 - April 2015
LexisNexis September 2007 - July 2013
LexisNexis June 2004 - September 2007
Seisint April 2000 - June 2004
Motorola March 1999 - April 2000
Campbell Informatics November 1996 - March 2000
Skills
Strategic Planning, Product Management, Mergers, Platform Architecture, Partner Management, New Business Development, Business Strategy, Software Development, SaaS, Market Analysis, Big Data, Mobile Devices, Operations Management, Strategy, Mergers & Acquisitions, Analytics, Product Development, Enterprise Architecture, Marketing Strategy, Business Intelligence, Cloud Computing, Agile Methodologies, B2B, Vendor Management, Enterprise Software, Solution Selling, Contract Negotiation, Program Management, Strategic Partnerships, Business Development, Management, Leadership, Business Analysis
Education
Rice College, Ennis
Rice College, Ennis
Cork Institute of Technology 1992 — 1996
BEng
Florida International University 2005 — 2007
Masters
Norman Young's Morningstar Experience October 2012 - Present
Job
Industry Investment Management
Experience
Morningstar October 2012 - Present
Skills
Equity Valuation, Equity Research, Valuation, Financial Modeling, Equities, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Alternative Investments, Portfolio Management, Asset Management, Investment Management, Financial Analysis
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Cornell University
BA, Philosophy
Morningstar October 2012 - Present
Skills
Equity Valuation, Equity Research, Valuation, Financial Modeling, Equities, Bloomberg, Private Equity, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Emerging Markets, Alternative Investments, Portfolio Management, Asset Management, Investment Management, Financial Analysis
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Cornell University
BA, Philosophy
Nicholas Cavallaro, CFA's Morningstar Experience 2008 - 2008
Job Associate Portfolio Manager at City National Rochdale
Industry Investment Management
Experience
City National Rochdale April 2015 - Present
Circle Wealth Management, LLC September 2013 - December 2014
Origami Capital June 2013 - August 2013
PNC Investments - PNC Capital Advisors June 2012 - August 2012
PNC Bank 2009 - 2011
Morningstar 2008 - 2008
Lockheed Martin 2006 - 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master's
Cornell University 2001 — 2006
BS
City National Rochdale April 2015 - Present
Circle Wealth Management, LLC September 2013 - December 2014
Origami Capital June 2013 - August 2013
PNC Investments - PNC Capital Advisors June 2012 - August 2012
PNC Bank 2009 - 2011
Morningstar 2008 - 2008
Lockheed Martin 2006 - 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master's
Cornell University 2001 — 2006
BS
Ryan Batchelor, CFA's Morningstar Experience May 2004 - March 2007
Job Owner/Principal at Clifford Capital Partners, LLC
Industry Financial Services
Experience
Clifford Capital Partners, LLC April 2010 - Present
Wells Capital Management March 2007 - April 2010
Morningstar May 2004 - March 2007
KPMG August 1999 - August 2002
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Valuation, Equities, Asset Management, Alternative Investments, Investment Management
Education
Brigham Young University 2002 — 2004
MBA
Brigham Young University - Hawaii 1996 — 1999
BS, Accounting
Clifford Capital Partners, LLC April 2010 - Present
Wells Capital Management March 2007 - April 2010
Morningstar May 2004 - March 2007
KPMG August 1999 - August 2002
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Valuation, Equities, Asset Management, Alternative Investments, Investment Management
Education
Brigham Young University 2002 — 2004
MBA
Brigham Young University - Hawaii 1996 — 1999
BS, Accounting
Ariel Culaba's Morningstar Experience September 2009 - Present
Job Senior Project Manager at Morningstar
Industry Computer Software
Experience
Morningstar September 2009 - Present
Univeris Corporation May 2007 - September 2009
AEGON Canada July 2005 - May 2007
Hub Capital Incorporated November 2003 - July 2005
Transamerica Life Canada June 2000 - November 2003
Skills
Project Management, Scrum, SDLC, Business Analysis, Business Requirements, Agile Project Management, User Acceptance Testing, MS Project, Software Project..., Databases, Business Process, Analysis, Software Documentation, Agile Methodologies
Education
Centennial College 2008 — 2009
Recording Arts Certificate, Music
University of Toronto 1996 — 2001
Bachelor of Commerce (B.Com.), Management and Economics
Morningstar September 2009 - Present
Univeris Corporation May 2007 - September 2009
AEGON Canada July 2005 - May 2007
Hub Capital Incorporated November 2003 - July 2005
Transamerica Life Canada June 2000 - November 2003
Skills
Project Management, Scrum, SDLC, Business Analysis, Business Requirements, Agile Project Management, User Acceptance Testing, MS Project, Software Project..., Databases, Business Process, Analysis, Software Documentation, Agile Methodologies
Education
Centennial College 2008 — 2009
Recording Arts Certificate, Music
University of Toronto 1996 — 2001
Bachelor of Commerce (B.Com.), Management and Economics
Debbie Wang's Morningstar Experience October 2008 - Present
Job Senior Analyst at Morningstar
Industry Financial Services
Experience
Morningstar October 2008 - Present
Morningstar November 2004 - October 2008
Leo Burnett 1988 - 2002
Skills
Valuation, Hedge Funds, Financial Modeling, Analytics, Equities, Equity Research, Research, Financial Analysis, Portfolio Management, Data Analysis, Marketing, Competitive Analysis, Networking, Investments
Education
The University of Chicago - Booth School of Business 1993 — 1996
Master of Business Administration (MBA), Finance, Marketing
Colgate University 1984 — 1988
BA, Anthropology
Cranbrook
Morningstar October 2008 - Present
Morningstar November 2004 - October 2008
Leo Burnett 1988 - 2002
Skills
Valuation, Hedge Funds, Financial Modeling, Analytics, Equities, Equity Research, Research, Financial Analysis, Portfolio Management, Data Analysis, Marketing, Competitive Analysis, Networking, Investments
Education
The University of Chicago - Booth School of Business 1993 — 1996
Master of Business Administration (MBA), Finance, Marketing
Colgate University 1984 — 1988
BA, Anthropology
Cranbrook
Cynthia Pekron's Morningstar Experience November 2013 - Present
Job Project Manager at Morningstar
Industry Internet
Experience
Morningstar November 2013 - Present
Amazon.com August 2011 - April 2013
United Nations Development Programme April 2009 - April 2010
Alcoa January 2009 - April 2009
Carnegie Mellon University August 2007 - April 2009
Green Building Alliance September 2008 - December 2008
United Nations Development Programme April 2008 - August 2008
Georgetown University December 2006 - July 2007
Washington National Opera January 2007 - May 2007
National Museum of Women in the Arts January 2007 - May 2007
Skills
Process Improvement, Business Process Design, Customer Experience..., Digital Copyright, Translation, Business Strategy, Risk Management, Online Advertising, Non-profits, Web Content Creation, Digital Integration, Social Media Integration, SQL, Program Management, French, Cross-functional Team..., Agile Methodolgy, Spanish, Agile Methodologies
Education
Carnegie Mellon University 2007 — 2009
Master of Arts Management
Georgetown University 2003 — 2007
Bachelor of Foreign Service, Culture & Politics, Religion in International Affairs, Jewish Civilization
Marquette University
York High School 1999 — 2003
CFA Claritas
Investment Certificate for Non-Investment Professionals, Investments and Securities
Version One
Agile Methodology and Practical Training, Information Technology Project Management
Morningstar November 2013 - Present
Amazon.com August 2011 - April 2013
United Nations Development Programme April 2009 - April 2010
Alcoa January 2009 - April 2009
Carnegie Mellon University August 2007 - April 2009
Green Building Alliance September 2008 - December 2008
United Nations Development Programme April 2008 - August 2008
Georgetown University December 2006 - July 2007
Washington National Opera January 2007 - May 2007
National Museum of Women in the Arts January 2007 - May 2007
Skills
Process Improvement, Business Process Design, Customer Experience..., Digital Copyright, Translation, Business Strategy, Risk Management, Online Advertising, Non-profits, Web Content Creation, Digital Integration, Social Media Integration, SQL, Program Management, French, Cross-functional Team..., Agile Methodolgy, Spanish, Agile Methodologies
Education
Carnegie Mellon University 2007 — 2009
Master of Arts Management
Georgetown University 2003 — 2007
Bachelor of Foreign Service, Culture & Politics, Religion in International Affairs, Jewish Civilization
Marquette University
York High School 1999 — 2003
CFA Claritas
Investment Certificate for Non-Investment Professionals, Investments and Securities
Version One
Agile Methodology and Practical Training, Information Technology Project Management
Christine Tanner's Morningstar Experience 2006 - 2006
Job Principal Software Quality Engineer at Trading Technologies
Industry Computer Software
Experience
Trading Technologies May 2006 - Present
Morningstar 2006 - 2006
Ibbotson Associates 2003 - 2006
Hewitt Associates 2003 - 2003
Accenture 1997 - 2002
Skills
Test Automation, Quality Assurance, Testing, Quality Center, Requirements Analysis, SQL, Scrum, Software Quality..., Project Management, Unix, Software Development, Regression Testing, User Acceptance Testing, QTP, JIRA, Linux, Test Planning, Management, SDLC, Software Project..., Manual Testing, Agile Methodologies, Performance Testing, Test Management, Test Cases, Leadership
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (B.A.), Economics
Columbia College Chicago
Trading Technologies May 2006 - Present
Morningstar 2006 - 2006
Ibbotson Associates 2003 - 2006
Hewitt Associates 2003 - 2003
Accenture 1997 - 2002
Skills
Test Automation, Quality Assurance, Testing, Quality Center, Requirements Analysis, SQL, Scrum, Software Quality..., Project Management, Unix, Software Development, Regression Testing, User Acceptance Testing, QTP, JIRA, Linux, Test Planning, Management, SDLC, Software Project..., Manual Testing, Agile Methodologies, Performance Testing, Test Management, Test Cases, Leadership
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Arts (B.A.), Economics
Columbia College Chicago
Hannah Goldberg's Morningstar Experience August 2011 - June 2013
Job Senior Vendor Manager | Jewelry at Amazon.com
Industry Retail
Experience
Amazon.com July 2015 - Present
Kraft Foods Group June 2014 - August 2014
Morningstar August 2011 - June 2013
Morningstar July 2010 - August 2011
Otherwise Incorporated June 2009 - September 2009
Skills
Market Research, Marketing, Social Media, Marketing Strategy, Analytics, Data Analysis, Competitive Analysis, Social Media Marketing, Marketing Communications, Morningstar, Microsoft Excel, Product Marketing, Business Development, Event Planning, Salesforce.com
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing Management, Strategic Management, and Managerial & Organizational Behavior
Carleton College 2006 — 2010
BA, Economics, Cum Laude
The London School of Economics and Political Science (LSE) 2008 — 2008
Marketing & Management
Amazon.com July 2015 - Present
Kraft Foods Group June 2014 - August 2014
Morningstar August 2011 - June 2013
Morningstar July 2010 - August 2011
Otherwise Incorporated June 2009 - September 2009
Skills
Market Research, Marketing, Social Media, Marketing Strategy, Analytics, Data Analysis, Competitive Analysis, Social Media Marketing, Marketing Communications, Morningstar, Microsoft Excel, Product Marketing, Business Development, Event Planning, Salesforce.com
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Marketing Management, Strategic Management, and Managerial & Organizational Behavior
Carleton College 2006 — 2010
BA, Economics, Cum Laude
The London School of Economics and Political Science (LSE) 2008 — 2008
Marketing & Management
Colleen Doyle's Morningstar Experience July 2007 - July 2009
Job Doctoral Student
Industry Mental Health Care
Experience
University of Minnesota, Institute of Child Development September 2014 - Present
Monk Lab September 2012 - August 2014
Human Developmental Psychobiology Lab May 2012 - September 2012
Barnard Center for Toddler Development September 2011 - May 2012
Social, Cognitive and Affective Neuroscience Lab (SCAN Lab) March 2011 - May 2012
Boston University September 2009 - January 2011
Morningstar July 2007 - July 2009
Skills
ePrime, NetStation, Microsoft Excel, SPSS, Data Analysis, Teaching, Qualitative Research, Quantitative Research, Editing, Grant Writing, Poetry, Blogging, Statistics, E-Prime, Fundraising, Training, Research, Analysis, Community Outreach, Psychology, Adolescents, Nonprofits, Higher Education, Market Research
Education
Columbia University in the City of New York 2011 — 2013
Psychology Postbacc Certificate, Psychology
Boston University 2009 — 2011
Master of Fine Arts (M.F.A.), Poetry
University of Chicago 2003 — 2007
English with Honors, Poetry
Convent of the Visitation School
University of Minnesota, Institute of Child Development September 2014 - Present
Monk Lab September 2012 - August 2014
Human Developmental Psychobiology Lab May 2012 - September 2012
Barnard Center for Toddler Development September 2011 - May 2012
Social, Cognitive and Affective Neuroscience Lab (SCAN Lab) March 2011 - May 2012
Boston University September 2009 - January 2011
Morningstar July 2007 - July 2009
Skills
ePrime, NetStation, Microsoft Excel, SPSS, Data Analysis, Teaching, Qualitative Research, Quantitative Research, Editing, Grant Writing, Poetry, Blogging, Statistics, E-Prime, Fundraising, Training, Research, Analysis, Community Outreach, Psychology, Adolescents, Nonprofits, Higher Education, Market Research
Education
Columbia University in the City of New York 2011 — 2013
Psychology Postbacc Certificate, Psychology
Boston University 2009 — 2011
Master of Fine Arts (M.F.A.), Poetry
University of Chicago 2003 — 2007
English with Honors, Poetry
Convent of the Visitation School
Andrew Justice's Morningstar Experience January 2013 - Present
Job Regional Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar January 2013 - Present
Morningstar January 2008 - January 2013
Northwestern Mutual Life 2006 - 2008
Ennis Knupp & Associates 2000 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1997 — 1999
Business Administration, Business
Morningstar January 2013 - Present
Morningstar January 2008 - January 2013
Northwestern Mutual Life 2006 - 2008
Ennis Knupp & Associates 2000 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1997 — 1999
Business Administration, Business
Erin Lash's Morningstar Experience Investment AnalystState Farm InsuranceJune 2002 - June 2006
Job Senior Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar Investment AnalystState Farm InsuranceJune 2002 - June 2006
Skills
Financial Analysis, Investments, Equity Research, Morningstar Direct, Equities, Valuation, Financial Modeling, Alternative Investments, Asset Allocation, Equity Valuation
Education
The University of Chicago 2002 — 2005
MBA, Finance and Accounting
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Accounting
Bradley University 1998 — 2001
Morningstar Investment AnalystState Farm InsuranceJune 2002 - June 2006
Skills
Financial Analysis, Investments, Equity Research, Morningstar Direct, Equities, Valuation, Financial Modeling, Alternative Investments, Asset Allocation, Equity Valuation
Education
The University of Chicago 2002 — 2005
MBA, Finance and Accounting
The University of Chicago Booth School of Business 2002 — 2005
MBA, Finance, Accounting
Bradley University 1998 — 2001
Jake VanKersen's Morningstar Experience May 2015 - Present
Job Video Producer at Morningstar
Industry Media Production
Experience
Morningstar May 2015 - Present
VISANOW September 2013 - Present
Freelance Film/Video Editor 2007 - Present
Zacuto September 2009 - August 2013
Skills
Final Cut Pro, Video Editing, Music Videos, Video Production, Camera, Final Draft, Film, Directing, Video, Social Media Marketing, Screenwriting, Film Production, Writing, Social Media, Final Cut Studio, Mac OS X, Producing, Commercials, Documentaries, Short Films, OS X, Editing, Blogging, Multimedia, Videography, Storytelling, Web Video, YouTube, YouTube Marketing, Online Video Marketing, Premiere Pro, After Effects, Video Marketing..., Wistia, Vidyard
Education
Columbia College Chicago 2005 — 2008
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Morningstar May 2015 - Present
VISANOW September 2013 - Present
Freelance Film/Video Editor 2007 - Present
Zacuto September 2009 - August 2013
Skills
Final Cut Pro, Video Editing, Music Videos, Video Production, Camera, Final Draft, Film, Directing, Video, Social Media Marketing, Screenwriting, Film Production, Writing, Social Media, Final Cut Studio, Mac OS X, Producing, Commercials, Documentaries, Short Films, OS X, Editing, Blogging, Multimedia, Videography, Storytelling, Web Video, YouTube, YouTube Marketing, Online Video Marketing, Premiere Pro, After Effects, Video Marketing..., Wistia, Vidyard
Education
Columbia College Chicago 2005 — 2008
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Antoinette Goughnour's Morningstar Experience February 2011 - Present
Job Product Support Manager at Morningstar
Industry Financial Services
Experience
Morningstar February 2011 - Present
Morningstar June 2010 - February 2011
Morningstar May 2009 - June 2010
Skills
Data Analysis, Investments, Morningstar Direct, Financial Services, Product Support
Education
Brigham Young University - Hawaii 1999 — 2003
International Business Management & Information Systems, International Business
Morningstar February 2011 - Present
Morningstar June 2010 - February 2011
Morningstar May 2009 - June 2010
Skills
Data Analysis, Investments, Morningstar Direct, Financial Services, Product Support
Education
Brigham Young University - Hawaii 1999 — 2003
International Business Management & Information Systems, International Business
Veronique Tousignant's Morningstar Experience May 2002 - July 2004
Job Case Administrator at HP Software
Industry Information Technology and Services
Experience
HP Software June 2012 - Present
Bashen Corporation January 2011 - May 2012
Kameli Law Group December 2008 - January 2011
Atom Law Group September 2008 - December 2008
Morningstar May 2002 - July 2004
Morningstar March 2000 - May 2002
Morningstar January 1999 - March 2000
Skills
Litigation, Litigation Support, Civil Litigation, Courts, Immigration Law, Legal Research, Employment Law, Legal Writing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
Doctor of Law (J.D.), Law
DePaul University 1994 — 1998
Bachelor of Science (BS), Marketing
HP Software June 2012 - Present
Bashen Corporation January 2011 - May 2012
Kameli Law Group December 2008 - January 2011
Atom Law Group September 2008 - December 2008
Morningstar May 2002 - July 2004
Morningstar March 2000 - May 2002
Morningstar January 1999 - March 2000
Skills
Litigation, Litigation Support, Civil Litigation, Courts, Immigration Law, Legal Research, Employment Law, Legal Writing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
Doctor of Law (J.D.), Law
DePaul University 1994 — 1998
Bachelor of Science (BS), Marketing
Joi Stroguiludis's Morningstar Experience 2003 - 2004
Job Owner, American Insurance Services, Inc.
Industry Insurance
Experience
American Insurance Services, Inc. June 2004 - Present
MorningStar 2003 - 2004
Education
Chapman University 1997 — 2000
MFA, Film Production
Butler University 1992 — 1996
American Insurance Services, Inc. June 2004 - Present
MorningStar 2003 - 2004
Education
Chapman University 1997 — 2000
MFA, Film Production
Butler University 1992 — 1996
Fan Huang's Morningstar Experience October 2010 - Present
Job CMBS New Issue | Commercial Real Estate
Industry Financial Services
Experience
Morningstar October 2010 - Present
NewOak Capital March 2009 - June 2010
Woori Global Markets Asia 2008 - 2009
Deutsche Bank March 2006 - May 2008
Standard & Poor's January 2004 - February 2006
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Fixed Income, Equities, Bloomberg, Investment Banking, Asset Management, Investments, Financial Markets
Education
University of Michigan 2000 — 2003
Bachelor of Arts (B.A.), Economics & French
Columbia University - Columbia Business School
London Business School
Morningstar October 2010 - Present
NewOak Capital March 2009 - June 2010
Woori Global Markets Asia 2008 - 2009
Deutsche Bank March 2006 - May 2008
Standard & Poor's January 2004 - February 2006
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Fixed Income, Equities, Bloomberg, Investment Banking, Asset Management, Investments, Financial Markets
Education
University of Michigan 2000 — 2003
Bachelor of Arts (B.A.), Economics & French
Columbia University - Columbia Business School
London Business School
James Gaffney Jr's Morningstar Experience June 2009 - June 2011
Job Vice Presidentat Berkadia
Industry Financial Services
Experience
Berkadia June 2011 - Present
Morningstar June 2009 - June 2011
Capmark Finance February 2008 - June 2009
Capmark Finance October 2004 - February 2008
Capmark Finance November 2003 - October 2004
Capmark Finance October 2000 - November 2003
Capmark Finance October 1999 - October 2000
Capmark Finance July 1996 - October 1999
Skills
Credit, Finance, Financial Analysis, Financial Risk, Loans, Portfolio Management, Loan Servicing, Commercial Real Estate, CMBS, Commercial Lending, Commercial Mortgages, Analysis, Mortgage Lending, Real Estate Economics, Real Estate
Education
Penn State University
Bachelors Degree, Business, Financial Services
ARCHBISHOP RYAN 1989 — 1993
Bucks County Community College
Associate Degree, Marketing and Management
Berkadia June 2011 - Present
Morningstar June 2009 - June 2011
Capmark Finance February 2008 - June 2009
Capmark Finance October 2004 - February 2008
Capmark Finance November 2003 - October 2004
Capmark Finance October 2000 - November 2003
Capmark Finance October 1999 - October 2000
Capmark Finance July 1996 - October 1999
Skills
Credit, Finance, Financial Analysis, Financial Risk, Loans, Portfolio Management, Loan Servicing, Commercial Real Estate, CMBS, Commercial Lending, Commercial Mortgages, Analysis, Mortgage Lending, Real Estate Economics, Real Estate
Education
Penn State University
Bachelors Degree, Business, Financial Services
ARCHBISHOP RYAN 1989 — 1993
Bucks County Community College
Associate Degree, Marketing and Management
Berea St.Clair's Morningstar Experience October 2011 - July 2013
Job Ad Campaign Manager at 360i
Industry Online Media
Experience
360i July 2013 - Present
Morningstar October 2011 - July 2013
Johnson Publishing Company August 2007 - October 2011
Johnson Publishing Company June 2007 - August 2007
JPMorgan Chase February 2007 - June 2007
Guaranty Bank November 2005 - February 2007
Skills
Advertising, Online Advertising, Digital Media, Dart, MediaMind, Atlas,..., Doubleclick , SAS..., Social Media Marketing, Event Management, Facebook, Event Planning, Sales, Editing, Blogging, PowerPoint, DART for Publishers, Marketing, Newsletters
Education
Clark Atlanta University 2001 — 2006
Bachelor of Arts Degree, Business Administration; Marketing
360i July 2013 - Present
Morningstar October 2011 - July 2013
Johnson Publishing Company August 2007 - October 2011
Johnson Publishing Company June 2007 - August 2007
JPMorgan Chase February 2007 - June 2007
Guaranty Bank November 2005 - February 2007
Skills
Advertising, Online Advertising, Digital Media, Dart, MediaMind, Atlas,..., Doubleclick , SAS..., Social Media Marketing, Event Management, Facebook, Event Planning, Sales, Editing, Blogging, PowerPoint, DART for Publishers, Marketing, Newsletters
Education
Clark Atlanta University 2001 — 2006
Bachelor of Arts Degree, Business Administration; Marketing
Will Marquis's Morningstar Experience January 2011 - March 2012
Job Retirement & Investment Consulting
Industry Investment Management
Experience
WBM Investment Consulting January 2008 - Present
Morningstar January 2011 - March 2012
The Baker Companies February 2002 - December 2008
Sapers & Wallack March 1993 - January 2002
Lehman Brothers September 1989 - March 1993
Skills
Investments, Wealth Management, Mutual Funds, 401k, Retirement, Morningstar Direct, Financial Services, Due Diligence, Portfolio Management
Education
Colorado State University
BS, Natural Resources Mgt. & Business
WBM Investment Consulting January 2008 - Present
Morningstar January 2011 - March 2012
The Baker Companies February 2002 - December 2008
Sapers & Wallack March 1993 - January 2002
Lehman Brothers September 1989 - March 1993
Skills
Investments, Wealth Management, Mutual Funds, 401k, Retirement, Morningstar Direct, Financial Services, Due Diligence, Portfolio Management
Education
Colorado State University
BS, Natural Resources Mgt. & Business
Laura Pavlenko Lutton's Morningstar Experience January 2015 - Present
Job Director of Manager Research, Equity StrategiesNorth America at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar, Inc. June 2012 - Present
Morningstar June 2009 - June 2012
Morningstar October 2008 - November 2010
Morningstar August 2006 - September 2008
Morningstar November 2001 - August 2006
Morningstar July 2000 - November 2001
Morningstar September 1999 - July 2000
American Banker June 1997 - September 1999
Skills
Mutual Funds, 529 Plans, Equities, Funding, Fund Of Funds, Retirement, Asset Allocation, Research
Education
Northwestern University 1994 — 1995
MSJ, Writing and Reporting
Colby College 1990 — 1994
BA, Government and International Studies
Morningstar January 2015 - Present
Morningstar, Inc. June 2012 - Present
Morningstar June 2009 - June 2012
Morningstar October 2008 - November 2010
Morningstar August 2006 - September 2008
Morningstar November 2001 - August 2006
Morningstar July 2000 - November 2001
Morningstar September 1999 - July 2000
American Banker June 1997 - September 1999
Skills
Mutual Funds, 529 Plans, Equities, Funding, Fund Of Funds, Retirement, Asset Allocation, Research
Education
Northwestern University 1994 — 1995
MSJ, Writing and Reporting
Colby College 1990 — 1994
BA, Government and International Studies
Timothy K. Armour's Morningstar Experience 1998 - 2008
Job Retired Fund Industry Exec.
Industry Investment Management
Experience
Janus Capital Group July 2009 - February 2010
Morningstar 1998 - 2008
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Marketing, Finance, International Business
Gettysburg College 1966 — 1970
ba, business
Wooster School 1962 — 1966
Janus Capital Group July 2009 - February 2010
Morningstar 1998 - 2008
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Marketing, Finance, International Business
Gettysburg College 1966 — 1970
ba, business
Wooster School 1962 — 1966
Cynthia Neutson's Morningstar Experience December 2002 - June 2014
Job Office Manager at Persis Science LLC
Industry Legal Services
Experience
Persis Science LLC January 2015 - Present
Morningstar December 2002 - June 2014
Prudential Financial January 1997 - November 2002
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Analysis, Customer Service, Marketing, Project Management, PowerPoint, Westlaw, Notary Public
Education
Bucks County Community College 2010 — 2014
Associate of Arts (AA), Paralegal Studies
Delaware Valley University 1993 — 1995
BS, Business Administraton
Persis Science LLC January 2015 - Present
Morningstar December 2002 - June 2014
Prudential Financial January 1997 - November 2002
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Analysis, Customer Service, Marketing, Project Management, PowerPoint, Westlaw, Notary Public
Education
Bucks County Community College 2010 — 2014
Associate of Arts (AA), Paralegal Studies
Delaware Valley University 1993 — 1995
BS, Business Administraton
Alan Wing Chiu Hau, FRM's Morningstar Experience August 2009 - October 2009
Job MEng in Computer Science Candidate at Cornell Tech
Industry Computer Software
Experience
Cornell Tech September 2014 - Present
JPMorgan Chase & Co. September 2014 - December 2014
First Code Academy January 2014 - September 2014
Nirvana Solutions October 2010 - February 2012
Nirvana Solutions October 2009 - October 2010
Morningstar August 2009 - October 2009
Morningstar July 2008 - August 2009
Equity Office Properties December 2006 - September 2007
Skills
Portfolio Management, Trading Systems, Alternative Investments, Microsoft SQL Server, Databases, Business Development, Bloomberg, JavaScript, Fixed Income, Hedge Funds, SQL Server, Portfolio Management..., Trading, Equities, CRM, Asset Management, Electronic Trading, Data Analysis
Education
Cornell University 2014 — 2015
Master of Engineering (MEng), Computer Science
The University of Chicago 2004 — 2008
B.S., B.A., Biochemistry, Chemistry, Economics
Webb School of California 2001 — 2004
High School
Cornell Tech September 2014 - Present
JPMorgan Chase & Co. September 2014 - December 2014
First Code Academy January 2014 - September 2014
Nirvana Solutions October 2010 - February 2012
Nirvana Solutions October 2009 - October 2010
Morningstar August 2009 - October 2009
Morningstar July 2008 - August 2009
Equity Office Properties December 2006 - September 2007
Skills
Portfolio Management, Trading Systems, Alternative Investments, Microsoft SQL Server, Databases, Business Development, Bloomberg, JavaScript, Fixed Income, Hedge Funds, SQL Server, Portfolio Management..., Trading, Equities, CRM, Asset Management, Electronic Trading, Data Analysis
Education
Cornell University 2014 — 2015
Master of Engineering (MEng), Computer Science
The University of Chicago 2004 — 2008
B.S., B.A., Biochemistry, Chemistry, Economics
Webb School of California 2001 — 2004
High School
David Falkof, CFA's Morningstar Experience June 2013 - Present
Job Investment Consultant at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar July 2009 - June 2013
Skills
Mutual Funds, Investments, Asset Allocation, Valuation, Asset Managment, Economics, Data Analysis, Morningstar Direct, Morningstar
Education
Bowdoin College 2005 — 2009
Bachelor of Arts, Economics (Magna cum Laude)
Fudan University
Morningstar June 2013 - Present
Morningstar July 2009 - June 2013
Skills
Mutual Funds, Investments, Asset Allocation, Valuation, Asset Managment, Economics, Data Analysis, Morningstar Direct, Morningstar
Education
Bowdoin College 2005 — 2009
Bachelor of Arts, Economics (Magna cum Laude)
Fudan University
Kiran Lalani's Morningstar Experience December 2013 - May 2015
Job Manager Research Consultant
Industry Financial Services
Experience
Self-Employed June 2015 - Present
Morningstar December 2013 - May 2015
Edward Jones September 2011 - January 2014
Wells Fargo Advisors August 2008 - December 2011
Wells Fargo Advisors September 2006 - August 2008
Skills
Fixed Income, Bonds, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Bloomberg, Series 7, Financial Modeling, Capital Markets, Investments, series 66, Municipal Bonds, Financial Statement..., Interest Rate..., Fixed Income Analysis, Securities
Education
California State University-Northridge
Bachelors, Finance
Self-Employed June 2015 - Present
Morningstar December 2013 - May 2015
Edward Jones September 2011 - January 2014
Wells Fargo Advisors August 2008 - December 2011
Wells Fargo Advisors September 2006 - August 2008
Skills
Fixed Income, Bonds, Portfolio Management, Mutual Funds, Trading, Due Diligence, Financial Advisory, Bloomberg, Series 7, Financial Modeling, Capital Markets, Investments, series 66, Municipal Bonds, Financial Statement..., Interest Rate..., Fixed Income Analysis, Securities
Education
California State University-Northridge
Bachelors, Finance
Jessica(Zihong) Su's Morningstar Experience December 2009 - March 2010
Job Analyst
Industry Financial Services
Experience
Bank of America June 2012 - Present
Louis Capital Markets December 2011 - June 2012
Pulse Advisory April 2011 - September 2011
Morningstar December 2009 - March 2010
Skills
Bloomberg, VBA, R, Time Series Analysis, SAS, Data Analysis
Education
Columbia University in the City of New York 2010 — 2011
Master, Statistics
Sun Yat-Sen University 2006 — 2010
Bachelor, Mathematics and Applied Mathematics
Bank of America June 2012 - Present
Louis Capital Markets December 2011 - June 2012
Pulse Advisory April 2011 - September 2011
Morningstar December 2009 - March 2010
Skills
Bloomberg, VBA, R, Time Series Analysis, SAS, Data Analysis
Education
Columbia University in the City of New York 2010 — 2011
Master, Statistics
Sun Yat-Sen University 2006 — 2010
Bachelor, Mathematics and Applied Mathematics
Elkin Arroyo's Morningstar Experience June 2009 - August 2009
Job
Industry Education Management
Experience
Plan USA January 2012 - February 2012
CheckYourRoom September 2011 - October 2011
Intrax Internships Abroad June 2011 - August 2011
Intrax Cultural Exchange December 2010 - June 2011
Nautica January 2010 - January 2011
Bryant University September 2007 - May 2010
Morningstar June 2009 - August 2009
Bank of America June 2008 - June 2009
Education
Boston University 2014 — 2015
Graduate Certificate
Bryant University 2006 — 2010
B.S
Plan USA January 2012 - February 2012
CheckYourRoom September 2011 - October 2011
Intrax Internships Abroad June 2011 - August 2011
Intrax Cultural Exchange December 2010 - June 2011
Nautica January 2010 - January 2011
Bryant University September 2007 - May 2010
Morningstar June 2009 - August 2009
Bank of America June 2008 - June 2009
Education
Boston University 2014 — 2015
Graduate Certificate
Bryant University 2006 — 2010
B.S
Ilya Bolkhovitinov's Morningstar Experience October 2012 - December 2013
Job Systems Development Specialist at Xerox
Industry Information Technology and Services
Experience
Xerox April 2014 - Present
Morningstar October 2012 - December 2013
Morningstar August 2011 - September 2012
DataCenterDynamics February 2010 - February 2012
Skills
Asset Allocation, Mutual Funds, Business Strategy, Investments, Business Development, Portfolio Management, Financial Services, Wealth Management, Financial Markets, Asset Management, Relationship Management, Investment Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
BA, Economics
Xerox April 2014 - Present
Morningstar October 2012 - December 2013
Morningstar August 2011 - September 2012
DataCenterDynamics February 2010 - February 2012
Skills
Asset Allocation, Mutual Funds, Business Strategy, Investments, Business Development, Portfolio Management, Financial Services, Wealth Management, Financial Markets, Asset Management, Relationship Management, Investment Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2010
BA, Economics
Brittany Reed's Morningstar Experience June 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Morningstar July 2014 - June 2015
Strellis and Field, Chartered June 2011 - December 2013
Carleton College History Department September 2011 - June 2013
Medill School of Journalism at Northwestern University June 2008 - August 2008
Skills
Research, Writing, Process Improvement, Product Knowledge, Intercultural..., Client Relations, Team Building, Teamwork, French, Analytical Skills, Qualitative Research, Quantitative Research, Group Work, Communication, Microsoft Office, Editing, Public Speaking, Data Analysis, Community Outreach, Event Planning, Social Media, PowerPoint, Microsoft Word, Fundraising, Analysis, Higher Education
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Political Science/International Relations
Miss Porter's School 2007 — 2010
High School Diploma
Morningstar June 2015 - Present
Morningstar July 2014 - June 2015
Strellis and Field, Chartered June 2011 - December 2013
Carleton College History Department September 2011 - June 2013
Medill School of Journalism at Northwestern University June 2008 - August 2008
Skills
Research, Writing, Process Improvement, Product Knowledge, Intercultural..., Client Relations, Team Building, Teamwork, French, Analytical Skills, Qualitative Research, Quantitative Research, Group Work, Communication, Microsoft Office, Editing, Public Speaking, Data Analysis, Community Outreach, Event Planning, Social Media, PowerPoint, Microsoft Word, Fundraising, Analysis, Higher Education
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Political Science/International Relations
Miss Porter's School 2007 — 2010
High School Diploma
Hui Zhong's Morningstar Experience 1998 - 2001
Job ETL developer
Industry Hospital & Health Care
Experience
Lumeris March 2012 - Present
3M July 2008 - March 2012
American Innovations 2005 - 2008
Elections Ontario April 2005 - August 2005
Assiduo Solutions Inc. 2002 - 2005
Karabus Management Ltd. 2001 - 2002
Morningstar 1998 - 2001
Skills
Agile Methodologies, TFS, Microsoft SQL Server, C#, Software Development, ASP.NET, SQL, .NET, Web Applications, XML, T-SQL, Databases, SSIS, Visual Studio, SSRS
Education
Central South University
St. Edward's University
Universität Bremen / University of Bremen
Lumeris March 2012 - Present
3M July 2008 - March 2012
American Innovations 2005 - 2008
Elections Ontario April 2005 - August 2005
Assiduo Solutions Inc. 2002 - 2005
Karabus Management Ltd. 2001 - 2002
Morningstar 1998 - 2001
Skills
Agile Methodologies, TFS, Microsoft SQL Server, C#, Software Development, ASP.NET, SQL, .NET, Web Applications, XML, T-SQL, Databases, SSIS, Visual Studio, SSRS
Education
Central South University
St. Edward's University
Universität Bremen / University of Bremen
Twila Toomey's Morningstar Experience May 2008 - Present
Job Senior Association Manager at Windermere Property Management NW
Industry Real Estate
Experience
Windermere Property Management NW January 2013 - Present
Morningstar May 2008 - Present
Associa/Canyon Gate Real Estate April 2009 - September 2009
HOAMCO May 2007 - February 2008
Villa La Charles Apartments February 2006 - February 2007
Federated Department Stores October 2005 - July 2006
Eagle Property Management Services November 1995 - May 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Central New Mexico Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences, General Studies and Humanities
Everett Community College
Windermere Property Management NW January 2013 - Present
Morningstar May 2008 - Present
Associa/Canyon Gate Real Estate April 2009 - September 2009
HOAMCO May 2007 - February 2008
Villa La Charles Apartments February 2006 - February 2007
Federated Department Stores October 2005 - July 2006
Eagle Property Management Services November 1995 - May 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
Central New Mexico Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences, General Studies and Humanities
Everett Community College
Margaret Bradley's Morningstar Experience August 2004 - August 2007
Job Finance Manager at Baxalta
Industry Pharmaceuticals
Experience
Baxalta May 2015 - Present
Baxter International Inc. April 2012 - May 2015
Baxter International Inc. May 2009 - April 2012
Marex Financial November 2007 - March 2009
Morningstar August 2004 - August 2007
Skills
Financial Analysis, Finance, Hyperion, Forecasting, Financial Modeling
Education
Bradley University
Bachelor of Science, Finance
Baxalta May 2015 - Present
Baxter International Inc. April 2012 - May 2015
Baxter International Inc. May 2009 - April 2012
Marex Financial November 2007 - March 2009
Morningstar August 2004 - August 2007
Skills
Financial Analysis, Finance, Hyperion, Forecasting, Financial Modeling
Education
Bradley University
Bachelor of Science, Finance
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments