Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Brian P Moriarty Brian P Moriarty's Morningstar Experience September 2015 - Present
Job Analyst, Fixed Income Strategies at Morningstar
Industry Financial Services
Experience
Morningstar September 2015 - Present
Morningstar April 2014 - September 2015
Morningstar August 2013 - April 2014
Morningstar January 2013 - August 2013
Barnes & Noble October 2008 - January 2013
DePaul University June 2010 - March 2011
Skills
Political Islam, Islamic Studies, Middle Eastern Studies, U.S. foreign policy, Political Violence, Customer Service, Customer Oriented, Research, Qualitative Research, Online Research, Quantitative Research, Political Economy, Political Philosophy, Analysis, Policy Analysis, International Relations, Public Policy, Mutual Funds, Investments, ETFs, Value Investing, Morningstar Office, Morningstar, Morningstar Direct, Microsoft Office, Portfolio Management
Education
DePaul University 2010 — 2012
Bachelor's, Islamic World Studies
Michigan State University 2004 — 2008
Bachelor's, Political Science
Morningstar September 2015 - Present
Morningstar April 2014 - September 2015
Morningstar August 2013 - April 2014
Morningstar January 2013 - August 2013
Barnes & Noble October 2008 - January 2013
DePaul University June 2010 - March 2011
Skills
Political Islam, Islamic Studies, Middle Eastern Studies, U.S. foreign policy, Political Violence, Customer Service, Customer Oriented, Research, Qualitative Research, Online Research, Quantitative Research, Political Economy, Political Philosophy, Analysis, Policy Analysis, International Relations, Public Policy, Mutual Funds, Investments, ETFs, Value Investing, Morningstar Office, Morningstar, Morningstar Direct, Microsoft Office, Portfolio Management
Education
DePaul University 2010 — 2012
Bachelor's, Islamic World Studies
Michigan State University 2004 — 2008
Bachelor's, Political Science
Derek Weng Derek Weng's Morningstar Experience January 2012 - August 2013
Job MBA Candidate at Chicago Booth
Industry Internet
Experience
Yihaodian September 2015 - September 2015
Walmart eCommerce June 2015 - August 2015
Weelio November 2014 - June 2015
Loopo June 2012 - May 2014
Morningstar January 2012 - August 2013
Goldwind USA September 2011 - January 2012
Merrill Lynch January 2011 - June 2011
Skills
Entrepreneurship, Start-ups, Data Analysis, Market Research, Leadership, Product Development, Team Building, Salesforce.com, Project Management, Operations Management, Strategic Negotiations, QuickBase, Business Strategy
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Operations Management, Strategic Management
Harris School of Public Policy at the University of Chicago 2013 — 2016
MPP, International Relations, Economic Theory
DePaul University 2009 — 2010
University of Shanghai for Science and Technology 2005 — 2009
Yihaodian September 2015 - September 2015
Walmart eCommerce June 2015 - August 2015
Weelio November 2014 - June 2015
Loopo June 2012 - May 2014
Morningstar January 2012 - August 2013
Goldwind USA September 2011 - January 2012
Merrill Lynch January 2011 - June 2011
Skills
Entrepreneurship, Start-ups, Data Analysis, Market Research, Leadership, Product Development, Team Building, Salesforce.com, Project Management, Operations Management, Strategic Negotiations, QuickBase, Business Strategy
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship, Operations Management, Strategic Management
Harris School of Public Policy at the University of Chicago 2013 — 2016
MPP, International Relations, Economic Theory
DePaul University 2009 — 2010
University of Shanghai for Science and Technology 2005 — 2009
Nicasio Anderson Nicasio Anderson's Morningstar Experience January 2008 - February 2012
Job Digital, Knowledge, Social – Intrapreneur
Industry Internet
Experience
Adyen June 2014 - Present
Visa December 2012 - June 2014
Morningstar January 2008 - February 2012
Skills
Product Management, Project Management, Software Engineering, Integration, Management, Customer Service
Education
Golden Gate University 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
DePaul University 2011 — 2012
Master of Science (MS), Computer Science
University of North Texas 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Adyen June 2014 - Present
Visa December 2012 - June 2014
Morningstar January 2008 - February 2012
Skills
Product Management, Project Management, Software Engineering, Integration, Management, Customer Service
Education
Golden Gate University 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
DePaul University 2011 — 2012
Master of Science (MS), Computer Science
University of North Texas 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Andrew Youngling Andrew Youngling's Morningstar Experience June 2012 - January 2013
Job Acquisitions and Asset Management at Kinship Capital
Industry Real Estate
Experience
Kinship Capital April 2015 - Present
LaSalle Investment Management January 2013 - April 2015
Morningstar June 2012 - January 2013
Morningstar June 2011 - June 2012
Barktown Inc. March 2011 - June 2011
UGL Equis October 2009 - February 2010
Skills
Bloomberg Terminal, Financial Modeling, Quantitative Analytics, Microsoft Excel, Financial Statement..., Microsoft Office, Investment Research, Valuation, Financial Analysis, DCF Valuation, Argus Modeling, CoStar, Access, Excel, Morningstar Direct, Morningstar Office, Real Estate Due..., Acquisitions, Commercial Real Estate, Underwriting, Investment Management, Real Estate Economics
Education
DePaul University 2008 — 2012
Finance, Economics
Kinship Capital April 2015 - Present
LaSalle Investment Management January 2013 - April 2015
Morningstar June 2012 - January 2013
Morningstar June 2011 - June 2012
Barktown Inc. March 2011 - June 2011
UGL Equis October 2009 - February 2010
Skills
Bloomberg Terminal, Financial Modeling, Quantitative Analytics, Microsoft Excel, Financial Statement..., Microsoft Office, Investment Research, Valuation, Financial Analysis, DCF Valuation, Argus Modeling, CoStar, Access, Excel, Morningstar Direct, Morningstar Office, Real Estate Due..., Acquisitions, Commercial Real Estate, Underwriting, Investment Management, Real Estate Economics
Education
DePaul University 2008 — 2012
Finance, Economics
Odeh Akkawi, CFA Odeh Akkawi, CFA's Morningstar Experience May 2013 - Present
Job Vice President, Sales
Industry Investment Management
Experience
Morningstar May 2013 - Present
Morningstar January 2011 - May 2013
Ibbotson Associates March 2006 - December 2010
Ibbotson Associates August 2004 - March 2006
Ibbotson Associates January 2002 - August 2004
Ibbotson Associates August 2000 - January 2002
Skills
Asset Management, Investments, Portfolio Management, Asset Allocation, Business Strategy, Management, Investment Advisory, Investment Strategies, Wealth Management, Leadership, Investment Management, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Fixed Income, Business Development, Private Equity, Investment Banking, Equities, Financial Modeling, Hedge Funds, Strategic Financial..., Series 7, Financial Markets, Financial Services, Derivatives, Bloomberg
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Strategy and Management
DePaul University 1998 — 2000
BS, Finance
Morningstar May 2013 - Present
Morningstar January 2011 - May 2013
Ibbotson Associates March 2006 - December 2010
Ibbotson Associates August 2004 - March 2006
Ibbotson Associates January 2002 - August 2004
Ibbotson Associates August 2000 - January 2002
Skills
Asset Management, Investments, Portfolio Management, Asset Allocation, Business Strategy, Management, Investment Advisory, Investment Strategies, Wealth Management, Leadership, Investment Management, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Fixed Income, Business Development, Private Equity, Investment Banking, Equities, Financial Modeling, Hedge Funds, Strategic Financial..., Series 7, Financial Markets, Financial Services, Derivatives, Bloomberg
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Strategy and Management
DePaul University 1998 — 2000
BS, Finance
Iryna Mogilevich Iryna Mogilevich's Morningstar Experience May 2011 - May 2012
Job Digital Consulting at Accenture
Industry Marketing and Advertising
Experience
Accenture February 2014 - Present
Performics September 2012 - January 2014
Erudite Consulting March 2012 - June 2012
Morningstar May 2011 - May 2012
Marcel Digital August 2009 - February 2011
Education
DePaul University
Bachelor of Science (B.S.), Honors Marketing - Integrated Marketing Education Program (IME), International Business Minor
Accenture February 2014 - Present
Performics September 2012 - January 2014
Erudite Consulting March 2012 - June 2012
Morningstar May 2011 - May 2012
Marcel Digital August 2009 - February 2011
Education
DePaul University
Bachelor of Science (B.S.), Honors Marketing - Integrated Marketing Education Program (IME), International Business Minor
Julie Wells's Morningstar Experience July 2013 - February 2015
Job Finance Student at DePaul University
Industry Financial Services
Experience
Morningstar July 2013 - February 2015
Victoria's Secret November 2012 - July 2013
Dawson Family June 2011 - September 2011
Skills
Customer Satisfaction, Leadership, Microsoft Excel, Marketing, Customer Service, Microsoft Office, Sales, Microsoft Word, PowerPoint, Client Relations Skills, Adobe Acrobat, Adobe Creative Suite, Retail, Social Media, Communication Skills, Troubleshooting, Morningstar, Analysis, Communication, Morningstar Direct, Client Relations
Education
DePaul University 2013 — 2015
Finance, General
Michigan State University 2010 — 2012
Accounting
Morningstar July 2013 - February 2015
Victoria's Secret November 2012 - July 2013
Dawson Family June 2011 - September 2011
Skills
Customer Satisfaction, Leadership, Microsoft Excel, Marketing, Customer Service, Microsoft Office, Sales, Microsoft Word, PowerPoint, Client Relations Skills, Adobe Acrobat, Adobe Creative Suite, Retail, Social Media, Communication Skills, Troubleshooting, Morningstar, Analysis, Communication, Morningstar Direct, Client Relations
Education
DePaul University 2013 — 2015
Finance, General
Michigan State University 2010 — 2012
Accounting
JoAnna Apfel JoAnna Apfel's Morningstar Experience 1999 - 2002
Job Vice President, Client Service
Industry Financial Services
Experience
Causeway Capital Management LLC June 2015 - Present
Causeway Capital Management LLC 2007 - 2012
Causeway Capital Management LLC 2003 - 2006
Morningstar 1999 - 2002
Morningstar 1997 - 1999
Skills
MS Office, Factset, EAGLE Investment Systems, SQL, Morningstar Office, Salesforce.com, SS&C Client Reporting, CRM, Microsoft Office, Financial Services, Process Improvement, Business Process..., Project Management, Finance
Education
DePaul University 1994 — 1998
Bachelor of Business Administration (BBA)
Causeway Capital Management LLC June 2015 - Present
Causeway Capital Management LLC 2007 - 2012
Causeway Capital Management LLC 2003 - 2006
Morningstar 1999 - 2002
Morningstar 1997 - 1999
Skills
MS Office, Factset, EAGLE Investment Systems, SQL, Morningstar Office, Salesforce.com, SS&C Client Reporting, CRM, Microsoft Office, Financial Services, Process Improvement, Business Process..., Project Management, Finance
Education
DePaul University 1994 — 1998
Bachelor of Business Administration (BBA)
David Altshul David Altshul's Morningstar Experience June 2015 - Present
Job Finance Intern at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Morningstar April 2013 - April 2015
Cars.com January 2015 - March 2015
DePaul University September 2013 - January 2015
HelloWorld, Inc. September 2014 - November 2014
Chicago Athletic Clubs August 2012 - April 2013
Village of Orland Park, Illinois July 2011 - August 2012
Skills
Leadership, Marketing, Public Speaking, Event Planning, Customer Service, Microsoft Office, PowerPoint, Public Relations, Social Media, Facebook, Social Media Marketing, Microsoft Excel, Microsoft Word, Newsletters, Data Analysis, Teamwork, Professional Writing, Morningstar, Morningstar Direct, Research, Time Management, Social Networking, Analysis, Finance
Education
DePaul University 2012 — 2016
Bachelor of Science, Honors Finance and Honors Marketing, GPA: 3.84/4.00
Morningstar June 2015 - Present
Morningstar April 2013 - April 2015
Cars.com January 2015 - March 2015
DePaul University September 2013 - January 2015
HelloWorld, Inc. September 2014 - November 2014
Chicago Athletic Clubs August 2012 - April 2013
Village of Orland Park, Illinois July 2011 - August 2012
Skills
Leadership, Marketing, Public Speaking, Event Planning, Customer Service, Microsoft Office, PowerPoint, Public Relations, Social Media, Facebook, Social Media Marketing, Microsoft Excel, Microsoft Word, Newsletters, Data Analysis, Teamwork, Professional Writing, Morningstar, Morningstar Direct, Research, Time Management, Social Networking, Analysis, Finance
Education
DePaul University 2012 — 2016
Bachelor of Science, Honors Finance and Honors Marketing, GPA: 3.84/4.00
Cody Hock Cody Hock's Morningstar Experience September 2015 - Present
Job B.S. Computer Science.
Industry Computer Software
Experience
Morningstar September 2015 - Present
Crete-Monee High School August 2013 - November 2013
Allstate Investments LLC May 2013 - August 2013
Northern Michigan University January 2013 - May 2013
Landauer, Inc. May 2012 - August 2012
Skills
SQL, C#, Java, ASP.NET, C++, Windows, TIBCO, Testing, PHP, Programming, Human Computer..., Computer Science, Python, Software Development, Microsoft Office, Linux, Teamwork, Public Speaking, Object Oriented Design, PL/SQL, Tortoise SVN, Git, Visual Studio, R, Machine Learning
Education
DePaul University 2015 — 2018
Computer Science, Graduate School
Northern Michigan University 2011 — 2014
Bachelor of Science (BS), Computer Science
Morningstar September 2015 - Present
Crete-Monee High School August 2013 - November 2013
Allstate Investments LLC May 2013 - August 2013
Northern Michigan University January 2013 - May 2013
Landauer, Inc. May 2012 - August 2012
Skills
SQL, C#, Java, ASP.NET, C++, Windows, TIBCO, Testing, PHP, Programming, Human Computer..., Computer Science, Python, Software Development, Microsoft Office, Linux, Teamwork, Public Speaking, Object Oriented Design, PL/SQL, Tortoise SVN, Git, Visual Studio, R, Machine Learning
Education
DePaul University 2015 — 2018
Computer Science, Graduate School
Northern Michigan University 2011 — 2014
Bachelor of Science (BS), Computer Science
Jennifer Devine Jennifer Devine's Morningstar Experience July 2013 - September 2015
Job Workflow Coordinator at Morningstar
Industry Marketing and Advertising
Experience
Morningstar July 2013 - September 2015
Morningstar August 2011 - July 2013
Morningstar July 2010 - August 2011
Morningstar May 2009 - June 2010
Ulta August 2004 - May 2009
Skills
Teamwork, Maintaining Strong..., Client Rapport, Management, Business Development, Multitasking Skills, Delegation, Marketing Strategy, CRM, Leadership, Marketing Research, Competitive Analysis, Investments, Animal Care, Retail, JIRA, Workflow Management, Agile Methodologies, Project Management, Resource Management, Discovery Process, Internal & External..., Process Management, Process Improvement, Non-profit Volunteer, Project Planning, Scrum
Education
DePaul University
Bachelor of Arts, Marketing
Morningstar July 2013 - September 2015
Morningstar August 2011 - July 2013
Morningstar July 2010 - August 2011
Morningstar May 2009 - June 2010
Ulta August 2004 - May 2009
Skills
Teamwork, Maintaining Strong..., Client Rapport, Management, Business Development, Multitasking Skills, Delegation, Marketing Strategy, CRM, Leadership, Marketing Research, Competitive Analysis, Investments, Animal Care, Retail, JIRA, Workflow Management, Agile Methodologies, Project Management, Resource Management, Discovery Process, Internal & External..., Process Management, Process Improvement, Non-profit Volunteer, Project Planning, Scrum
Education
DePaul University
Bachelor of Arts, Marketing
David Rauch's Morningstar Experience July 2000 - January 2002
Job Director of Financial Aid and Associate Director of Admissions at The Shipley School
Industry Primary/Secondary Education
Experience
The Shipley School September 2006 - Present
The Shipley School September 2003 - Present
ING January 2002 - April 2003
Morningstar July 2000 - January 2002
Skills
Admissions, Admissions Counseling, Student Financial Aid, Financial Aid..., Community Outreach, Enrollment Management, Grants, Interviews, Leadership, Recruiting, Student Affairs, Student Recruiting
Education
Denison University 1996 — 2000
Bachelor of Arts (BA), Economics Major
St. Paul’s School for Boys 1982 — 1996
High School, PK-12
The Shipley School September 2006 - Present
The Shipley School September 2003 - Present
ING January 2002 - April 2003
Morningstar July 2000 - January 2002
Skills
Admissions, Admissions Counseling, Student Financial Aid, Financial Aid..., Community Outreach, Enrollment Management, Grants, Interviews, Leadership, Recruiting, Student Affairs, Student Recruiting
Education
Denison University 1996 — 2000
Bachelor of Arts (BA), Economics Major
St. Paul’s School for Boys 1982 — 1996
High School, PK-12
Jennifer Rehm Gladstone's Morningstar Experience May 2012 - April 2015
Job Associate Marketing Director at UBS Global Asset Management
Industry Marketing and Advertising
Experience
UBS Global Asset Management April 2015 - Present
Morningstar May 2012 - April 2015
Vermont Energy Investment Corporation June 2009 - May 2011
Eckerd College September 2006 - May 2009
Skills
Social Media, Event Planning, Public Relations, Project Management, Market Research, Business Development, Non-profits, Press Releases, Email Marketing, Photoshop, Web Content, Event Management, Social Media Marketing, Marketing Communications, Customer Service, Advertising, Editing, Corporate Communications, Marketing, CRM, Public Speaking, Competitive Analysis
Education
DePaul University 2011 — 2013
Master of Arts, School of Communication: Public Relations and Advertising
Eckerd College 2005 — 2009
Bachelor of Arts, With Honors, Double Major: Business Management and Communication
UBS Global Asset Management April 2015 - Present
Morningstar May 2012 - April 2015
Vermont Energy Investment Corporation June 2009 - May 2011
Eckerd College September 2006 - May 2009
Skills
Social Media, Event Planning, Public Relations, Project Management, Market Research, Business Development, Non-profits, Press Releases, Email Marketing, Photoshop, Web Content, Event Management, Social Media Marketing, Marketing Communications, Customer Service, Advertising, Editing, Corporate Communications, Marketing, CRM, Public Speaking, Competitive Analysis
Education
DePaul University 2011 — 2013
Master of Arts, School of Communication: Public Relations and Advertising
Eckerd College 2005 — 2009
Bachelor of Arts, With Honors, Double Major: Business Management and Communication
Bob Pusateri Bob Pusateri's Morningstar Experience May 2006 - May 2010
Job Microsoft Certified Master: SQL Server | Database Administrator at Northwestern University
Industry Computer Software
Experience
Northwestern University May 2011 - Present
RCP Data Systems August 2003 - Present
CQG June 2010 - May 2011
Morningstar May 2006 - May 2010
University of Illinois Campus Visitors Center January 2004 - May 2006
Village of Riverside, Illinois June 1999 - January 2006
Zebra Technologies 2005 - 2005
Skills
Databases, SQL Server, Database Design, SQL, C#
Education
DePaul University 2006 — 2009
MS, Computer Science
University of Illinois at Urbana-Champaign 2001 — 2006
BS, Computer Engineering, Mathematics
Northwestern University May 2011 - Present
RCP Data Systems August 2003 - Present
CQG June 2010 - May 2011
Morningstar May 2006 - May 2010
University of Illinois Campus Visitors Center January 2004 - May 2006
Village of Riverside, Illinois June 1999 - January 2006
Zebra Technologies 2005 - 2005
Skills
Databases, SQL Server, Database Design, SQL, C#
Education
DePaul University 2006 — 2009
MS, Computer Science
University of Illinois at Urbana-Champaign 2001 — 2006
BS, Computer Engineering, Mathematics
Alison Nash Alison Nash's Morningstar Experience October 2014 - Present
Job Product Manager, Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
Morningstar June 2013 - October 2014
Morningstar November 2011 - June 2013
ING January 2009 - December 2011
Skills
XML Schema, Data Feeds, Manage Client..., Financial Market..., Project Management, Financial Services, APIs, Databases, Account Management, Investments, Insurance, Financial Analysis, Underwriting, Finance, Employee Benefits, Marketing Strategy, Financial Modeling, Risk Management, Strategic Financial...
Education
DePaul University 2004 — 2008
Bachelor of Science, Business/Finance
Morningstar October 2014 - Present
Morningstar June 2013 - October 2014
Morningstar November 2011 - June 2013
ING January 2009 - December 2011
Skills
XML Schema, Data Feeds, Manage Client..., Financial Market..., Project Management, Financial Services, APIs, Databases, Account Management, Investments, Insurance, Financial Analysis, Underwriting, Finance, Employee Benefits, Marketing Strategy, Financial Modeling, Risk Management, Strategic Financial...
Education
DePaul University 2004 — 2008
Bachelor of Science, Business/Finance
Dan Kraus Dan Kraus's Morningstar Experience January 1997 - May 1998
Job Senior Vice President at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank April 2014 - Present
U.S. Bank May 2007 - March 2014
Regions Bank 2004 - May 2007
U.S. Bank July 1998 - July 2004
Morningstar January 1997 - May 1998
Skills
Customer Relations, Financial Analysis, Deal Structure, Structures, Deal Structures, Commercial Banking, Customer Service, Finance, Treasury Management, Loans, Corporate Finance, Portfolio Management, Credit, Relationship Management, Banking, Management, Financial Structuring, Commercial Lending, Credit Analysis, Asset Based Lending, Underwriting
Education
Washington University in St. Louis 2012 — 2014
Master of Business Administration (MBA), EMBA41
DePaul University 1994 — 1997
Bachelor of Arts (BA), Psychology
St. John Vianney High School 1989 — 1993
BMO Harris Bank April 2014 - Present
U.S. Bank May 2007 - March 2014
Regions Bank 2004 - May 2007
U.S. Bank July 1998 - July 2004
Morningstar January 1997 - May 1998
Skills
Customer Relations, Financial Analysis, Deal Structure, Structures, Deal Structures, Commercial Banking, Customer Service, Finance, Treasury Management, Loans, Corporate Finance, Portfolio Management, Credit, Relationship Management, Banking, Management, Financial Structuring, Commercial Lending, Credit Analysis, Asset Based Lending, Underwriting
Education
Washington University in St. Louis 2012 — 2014
Master of Business Administration (MBA), EMBA41
DePaul University 1994 — 1997
Bachelor of Arts (BA), Psychology
St. John Vianney High School 1989 — 1993
Julie Seberras CFP, FCSI's Morningstar Experience July 2008 - July 2011
Job Financial Planning Lead at MD Financial Management
Industry Financial Services
Experience
MD Financial Management August 2013 - Present
CSI Global Education Inc. June 2012 - Present
CSI Global Education Inc. August 2011 - Present
GoodLife Fitness November 2006 - Present
Schulich School of Business- York University January 2013 - April 2014
DundeeWealth Inc (a division of Scotiabank Global Wealth Management) October 2012 - August 2013
Morningstar July 2008 - July 2011
Manulife Investments October 2007 - July 2008
Conestoga College Institute of Technology and Advanced Learning 2007 - 2008
Manulife Securities March 2006 - October 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Relationship Management, Securities, Financial Services, Retirement, Financial Planners, Pensions, Wealth, Financial Advisory
Education
Dalhousie University
Master of Business Administration (MBA)
MD Financial Management August 2013 - Present
CSI Global Education Inc. June 2012 - Present
CSI Global Education Inc. August 2011 - Present
GoodLife Fitness November 2006 - Present
Schulich School of Business- York University January 2013 - April 2014
DundeeWealth Inc (a division of Scotiabank Global Wealth Management) October 2012 - August 2013
Morningstar July 2008 - July 2011
Manulife Investments October 2007 - July 2008
Conestoga College Institute of Technology and Advanced Learning 2007 - 2008
Manulife Securities March 2006 - October 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Retirement Planning, Relationship Management, Securities, Financial Services, Retirement, Financial Planners, Pensions, Wealth, Financial Advisory
Education
Dalhousie University
Master of Business Administration (MBA)
Lynn Ribando Lynn Ribando's Morningstar Experience May 2009 - October 2010
Job Business Development Manager at LeadiD
Industry Marketing and Advertising
Experience
LeadiD July 2014 - Present
Peterson's May 2012 - June 2014
ESPN August 2011 - May 2012
ESPN October 2010 - November 2011
Morningstar May 2009 - October 2010
Morningstar July 2006 - May 2009
Skills
Customer Service, Google Docs, Marketing, Marketing Strategy, Digital Marketing, Salesforce.com, Social Media, Social Media Marketing, Online Advertising, Strategy, CRM, Email Marketing, Microsoft Excel
Education
Denison University 2002 — 2006
Bachelor of Arts, English Creative Writing, Communications
LeadiD July 2014 - Present
Peterson's May 2012 - June 2014
ESPN August 2011 - May 2012
ESPN October 2010 - November 2011
Morningstar May 2009 - October 2010
Morningstar July 2006 - May 2009
Skills
Customer Service, Google Docs, Marketing, Marketing Strategy, Digital Marketing, Salesforce.com, Social Media, Social Media Marketing, Online Advertising, Strategy, CRM, Email Marketing, Microsoft Excel
Education
Denison University 2002 — 2006
Bachelor of Arts, English Creative Writing, Communications
Jeoffrey Arrington Jeoffrey Arrington's Morningstar Experience May 2015 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
DePaul University’s Coleman Entrepreneurship Center June 2014 - Present
Gen Re June 2013 - August 2013
Headstrong July 2012 - August 2012
The Fat Canary May 2009 - August 2011
Virginia Legacy Soccer Club June 2009 - May 2010
Hampton Inn & Suites May 2008 - August 2008
Skills
Team Building, Training, PowerPoint, Coaching, SPSS, Leadership, Fitness, Time Management, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
The College of William and Mary 2007 — 2013
Bachelor of Arts (B.A.), Psychology, Junior
Morningstar May 2015 - Present
DePaul University’s Coleman Entrepreneurship Center June 2014 - Present
Gen Re June 2013 - August 2013
Headstrong July 2012 - August 2012
The Fat Canary May 2009 - August 2011
Virginia Legacy Soccer Club June 2009 - May 2010
Hampton Inn & Suites May 2008 - August 2008
Skills
Team Building, Training, PowerPoint, Coaching, SPSS, Leadership, Fitness, Time Management, Data Analysis, Microsoft Word, Microsoft Excel, Microsoft Office
Education
DePaul University 2014 — 2015
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
The College of William and Mary 2007 — 2013
Bachelor of Arts (B.A.), Psychology, Junior
Katie Rydz's Morningstar Experience April 2012 - June 2013
Job Strategy Analyst at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Human Resources
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2015 - Present
Underscore Theatre Company January 2015 - Present
Sibson Consulting June 2013 - February 2015
Morningstar April 2012 - June 2013
Houlihan's Restaurants, Inc. July 2007 - January 2013
Skills
Human Resources, Recruiting, Microsoft Office, Onboarding, Employee Relations, PowerPoint, College Recruiting, New Hire Orientations, Research, Strategy, Individual Health..., Interviews, Sales Compensation, Salary Structures, HR Policies, Customer Service, Management, Time Management, HRIS, Performance Management, Talent Management, Team Building, Training, Talent Acquisition, Succession Planning, Leadership Development, Hiring, Employee Training, Screening, Organizational..., Coaching, Sourcing, Resume Writing, Organizational..., Screening Resumes, Applicant Tracking...
Education
DePaul University 2009 — 2013
Bachelor's Degree, Psychology, Anthropology
Jacobs High School 2005 — 2009
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2015 - Present
Underscore Theatre Company January 2015 - Present
Sibson Consulting June 2013 - February 2015
Morningstar April 2012 - June 2013
Houlihan's Restaurants, Inc. July 2007 - January 2013
Skills
Human Resources, Recruiting, Microsoft Office, Onboarding, Employee Relations, PowerPoint, College Recruiting, New Hire Orientations, Research, Strategy, Individual Health..., Interviews, Sales Compensation, Salary Structures, HR Policies, Customer Service, Management, Time Management, HRIS, Performance Management, Talent Management, Team Building, Training, Talent Acquisition, Succession Planning, Leadership Development, Hiring, Employee Training, Screening, Organizational..., Coaching, Sourcing, Resume Writing, Organizational..., Screening Resumes, Applicant Tracking...
Education
DePaul University 2009 — 2013
Bachelor's Degree, Psychology, Anthropology
Jacobs High School 2005 — 2009
Chris Mendoza's Morningstar Experience February 2015 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar February 2015 - Present
Morningstar July 2013 - January 2015
Morningstar June 2010 - July 2013
Morningstar November 2009 - July 2010
Compass Lexecon December 2008 - December 2008
Compass Lexecon March 2008 - September 2008
Compass Lexecon June 2007 - August 2007
Skills
Microsoft Office, Microsoft SQL Server, Axure, Financial Analysis, Customer Service, Relationship Management, Financial Modeling, Headcount Management, Task Force Management, Databases, XML Schema, XBRL, Financial Statements, Six Sigma, Project Management, Equity Research, Morningstar Direct, Valuation, Equities, Financial Markets, Portfolio Management, Alternative Investments, Data Analysis, Finance, Analysis, Business Analysis, Investments, Financial Services
Education
DePaul University 2006 — 2010
B.S., Finance
Morningstar February 2015 - Present
Morningstar July 2013 - January 2015
Morningstar June 2010 - July 2013
Morningstar November 2009 - July 2010
Compass Lexecon December 2008 - December 2008
Compass Lexecon March 2008 - September 2008
Compass Lexecon June 2007 - August 2007
Skills
Microsoft Office, Microsoft SQL Server, Axure, Financial Analysis, Customer Service, Relationship Management, Financial Modeling, Headcount Management, Task Force Management, Databases, XML Schema, XBRL, Financial Statements, Six Sigma, Project Management, Equity Research, Morningstar Direct, Valuation, Equities, Financial Markets, Portfolio Management, Alternative Investments, Data Analysis, Finance, Analysis, Business Analysis, Investments, Financial Services
Education
DePaul University 2006 — 2010
B.S., Finance
Joseph Dankowski Joseph Dankowski's Morningstar Experience February 2013 - April 2013
Job Records Auditor at Kaplan University
Industry Education Management
Experience
Kaplan University October 2013 - Present
Morningstar February 2013 - April 2013
St. Jude RC Church Outreach Program September 2012 - January 2013
Cision May 2012 - May 2012
St. Jude RC Church December 2011 - January 2012
Country Fair Park June 2010 - August 2010
Skills
Computer Proficiency, Team Leadership, Time Management, Problem Solving, Microsoft Office, Adaptability, Compilation, Business Savvy, Managing Deadlines, Analysis, Observational, Project Management, Composition, Technology, Technically Inclined, Foreign Policy, Asian Politics, American Politics, American Foreign Policy, Business Ethics
Education
DePaul University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Kaplan University October 2013 - Present
Morningstar February 2013 - April 2013
St. Jude RC Church Outreach Program September 2012 - January 2013
Cision May 2012 - May 2012
St. Jude RC Church December 2011 - January 2012
Country Fair Park June 2010 - August 2010
Skills
Computer Proficiency, Team Leadership, Time Management, Problem Solving, Microsoft Office, Adaptability, Compilation, Business Savvy, Managing Deadlines, Analysis, Observational, Project Management, Composition, Technology, Technically Inclined, Foreign Policy, Asian Politics, American Politics, American Foreign Policy, Business Ethics
Education
DePaul University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Donald Luoheng Huang Donald Luoheng Huang's Morningstar Experience November 2014 - Present
Job Operations Analyst Retirement Solutions at Morningstar
Industry Financial Services
Experience
Morningstar November 2014 - Present
Brown Gibbons Lang & Company October 2014 - November 2014
CME Group June 2013 - May 2014
MDI Investments April 2013 - June 2013
Skills
Financial Analysis, Valuation, Bloomberg Terminal, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Futures and Options, Finance, Critical Thinking, Portfolio Management, Derivatives, Strategic Planning, Equity Research, Corporate Development, SNL, Investment Banking, LBO, Capital IQ, Microsoft Excel
Education
DePaul University 2010 — 2014
Bachelor of Science (BS), Major: Finance, Economics Minor: Mathematics, G.P.A 3.90
Morningstar November 2014 - Present
Brown Gibbons Lang & Company October 2014 - November 2014
CME Group June 2013 - May 2014
MDI Investments April 2013 - June 2013
Skills
Financial Analysis, Valuation, Bloomberg Terminal, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Futures and Options, Finance, Critical Thinking, Portfolio Management, Derivatives, Strategic Planning, Equity Research, Corporate Development, SNL, Investment Banking, LBO, Capital IQ, Microsoft Excel
Education
DePaul University 2010 — 2014
Bachelor of Science (BS), Major: Finance, Economics Minor: Mathematics, G.P.A 3.90
John Villegas John Villegas's Morningstar Experience 1996 - 1997
Job John Villegas, State Farm Agent
Industry Financial Services
Experience
State Farm Insurance - J. Villegas Agency Palatine IL 2012 - Present
Millennium Trust Company December 2010 - January 2012
Latino Summit November 2005 - November 2010
Payden & Rygel May 2009 - October 2010
Charles Schwab Trust Company 2005 - February 2009
ADP Retirement Services October 1999 - October 2005
NASD Regulation (Finra) 1997 - 1999
Morningstar 1996 - 1997
Skills
Retirement Solutions, Retirement, Property & Casualty..., Small Business, Mutual Funds, Bilingual, Project Management, Management, Product Marketing, Marketing, Asset Management, Business Development, Financial Services, Insurance, Strategy, 401k, Finance, IRAs, Series 63, Series 6, Life Insurance, Disability Insurance, Banking, Fixed Income
Education
DePaul University 1992 — 1995
BS, Finance
Maine West 1986 — 1990
State Farm Insurance - J. Villegas Agency Palatine IL 2012 - Present
Millennium Trust Company December 2010 - January 2012
Latino Summit November 2005 - November 2010
Payden & Rygel May 2009 - October 2010
Charles Schwab Trust Company 2005 - February 2009
ADP Retirement Services October 1999 - October 2005
NASD Regulation (Finra) 1997 - 1999
Morningstar 1996 - 1997
Skills
Retirement Solutions, Retirement, Property & Casualty..., Small Business, Mutual Funds, Bilingual, Project Management, Management, Product Marketing, Marketing, Asset Management, Business Development, Financial Services, Insurance, Strategy, 401k, Finance, IRAs, Series 63, Series 6, Life Insurance, Disability Insurance, Banking, Fixed Income
Education
DePaul University 1992 — 1995
BS, Finance
Maine West 1986 — 1990
Gene Leynes's Morningstar Experience April 1998 - January 1999
Job Data Scientist at City of Chicago
Industry Information Services
Experience
City of Chicago May 2014 - Present
Chicago Data Science April 2012 - Present
Milliman January 2009 - April 2012
Deckard Solutions, Inc. May 2008 - December 2008
Omniquant June 2007 - May 2008
Milliman, Inc. December 1999 - December 2005
Milliman August 1999 - December 1999
Morningstar April 1998 - January 1999
Skills
Data Analysis, R, Financial Modeling, Data Mining, Predictive Analytics, Statistical Modeling, Risk Management, Excel, VBA, Analytics, Predictive Modeling, Capital Markets, Quantitative Finance, Risk Modeling, Risk, Valuation, Statistics, Pricing, Programming, Analysis, Modeling, Insurance, Quantitative Analysis, Tortoise SVN, Quantitative Analytics, Databases, Financial Risk, Machine Learning
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Analytical Finance
DePaul University 1997 — 1999
MS, Mathematics with Statistics Concentration
City of Chicago May 2014 - Present
Chicago Data Science April 2012 - Present
Milliman January 2009 - April 2012
Deckard Solutions, Inc. May 2008 - December 2008
Omniquant June 2007 - May 2008
Milliman, Inc. December 1999 - December 2005
Milliman August 1999 - December 1999
Morningstar April 1998 - January 1999
Skills
Data Analysis, R, Financial Modeling, Data Mining, Predictive Analytics, Statistical Modeling, Risk Management, Excel, VBA, Analytics, Predictive Modeling, Capital Markets, Quantitative Finance, Risk Modeling, Risk, Valuation, Statistics, Pricing, Programming, Analysis, Modeling, Insurance, Quantitative Analysis, Tortoise SVN, Quantitative Analytics, Databases, Financial Risk, Machine Learning
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Analytical Finance
DePaul University 1997 — 1999
MS, Mathematics with Statistics Concentration
Thomas Carlson Thomas Carlson's Morningstar Experience March 2006 - March 2014
Job Vice President, Sales & Marketing at Investment Metrics
Industry Financial Services
Experience
Investment Metrics March 2014 - Present
Morningstar March 2006 - March 2014
Ibbotson Associates July 1996 - March 2006
The Alcar Group. Inc. February 1987 - November 1995
Skills
Alternative Investments, Asset Allocation, Investments, Asset Managment, Equities, Mutual Funds, Hedge Funds, Wealth Management, Asset Management, Fixed Income, Portfolio Management, Sales Management..., Investment Advisory, Financial Markets, Investment Strategies, Investment Management, ETFs, Financial Services, Capital Markets, Relationship Management
Education
DePaul University 1979 — 1983
BS, Finance
Investment Metrics March 2014 - Present
Morningstar March 2006 - March 2014
Ibbotson Associates July 1996 - March 2006
The Alcar Group. Inc. February 1987 - November 1995
Skills
Alternative Investments, Asset Allocation, Investments, Asset Managment, Equities, Mutual Funds, Hedge Funds, Wealth Management, Asset Management, Fixed Income, Portfolio Management, Sales Management..., Investment Advisory, Financial Markets, Investment Strategies, Investment Management, ETFs, Financial Services, Capital Markets, Relationship Management
Education
DePaul University 1979 — 1983
BS, Finance
Emory Zink Emory Zink's Morningstar Experience August 2015 - Present
Job Fund Analyst at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Morningstar August 2015 - Present
Aon Hewitt Investment Consulting January 2015 - July 2015
Hewitt EnnisKnupp, an Aon Company February 2013 - January 2015
Business Horizons August 2012 - December 2013
Scout Investments June 2011 - August 2011
University of Florida January 2008 - August 2010
Santa Fe College August 2007 - March 2010
Lycée Jacques Prévert September 2005 - May 2006
Skills
Public Speaking, Marketing, Data Analysis, Social Media, Teaching, French, Project Management, Analysis, Research
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Finance and Global Business
Dartmouth College 2006 — 2007
MA, Comparative Literature
Indiana University Bloomington 2002 — 2005
BA, Comparative Literature, Art History, and French
Kristy Zurita Kristy Zurita's Morningstar Experience March 2011 - April 2012
Job Associate Recruiter at ConAgra Foods
Industry Staffing and Recruiting
Experience
ConAgra Foods May 2014 - Present
ConAgra Foods November 2012 - May 2014
Automated Business Designs April 2012 - October 2012
Morningstar March 2011 - April 2012
DePaul University October 2010 - March 2011
Park District of Franklin Park October 2006 - August 2010
Skills
Conversational in..., Personnel Recruiting, Internet Recruiting, Microsoft Office, Outlook, Employee Relations, Interviewing, New Employee Orientation, Training New Employees, Scheduling, Financial Sector, Customer Service, Administration, New Hire Orientations, Interviews, Training, Human Resources, Recruiting, Process Scheduler, Personnel Selection, New Hire Training, Financial Services, Onboarding, Microsoft Excel, Leadership, Management, Applicant Tracking...
Education
DePaul University 2008 — 2012
Business Management, Human Resource
ConAgra Foods May 2014 - Present
ConAgra Foods November 2012 - May 2014
Automated Business Designs April 2012 - October 2012
Morningstar March 2011 - April 2012
DePaul University October 2010 - March 2011
Park District of Franklin Park October 2006 - August 2010
Skills
Conversational in..., Personnel Recruiting, Internet Recruiting, Microsoft Office, Outlook, Employee Relations, Interviewing, New Employee Orientation, Training New Employees, Scheduling, Financial Sector, Customer Service, Administration, New Hire Orientations, Interviews, Training, Human Resources, Recruiting, Process Scheduler, Personnel Selection, New Hire Training, Financial Services, Onboarding, Microsoft Excel, Leadership, Management, Applicant Tracking...
Education
DePaul University 2008 — 2012
Business Management, Human Resource
David Krempa David Krempa's Morningstar Experience August 2013 - March 2015
Job Manager, Business Development at Akorn, Inc
Industry Financial Services
Experience
Akorn, Inc March 2015 - Present
Morningstar August 2013 - March 2015
Morningstar January 2011 - July 2013
Skills
Healthcare, Pharmaceutical Industry, Specialty Pharma
Education
DePaul University
Finance
Akorn, Inc March 2015 - Present
Morningstar August 2013 - March 2015
Morningstar January 2011 - July 2013
Skills
Healthcare, Pharmaceutical Industry, Specialty Pharma
Education
DePaul University
Finance
Maria Hamidi's Morningstar Experience June 2015 - Present
Job Senior Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Morningstar May 2014 - June 2015
Morningstar July 2013 - May 2014
Morningstar October 2012 - June 2013
Walgreens June 2012 - August 2012
Chicago Bears July 2011 - July 2012
Infogix January 2011 - June 2012
Skills
Adobe Experience Manager, Agile Methodologies, Business Analysis, Adobe Marketing Cloud, Market Research, Regression Analysis, Marketing Research, Leadership, SiteCatalyst, Customer Service, Advertising, Social Media Marketing, E-commerce, Digital Marketing, Microsoft Excel, Competitive Analysis, Time Management, Morningstar Direct, Management, Marketing, Work Very Well with..., Business, PeopleSoft, JIRA, QuickBase
Education
DePaul University 2009 — 2013
Bachelors of Science, Marketing & Economics
Morningstar June 2015 - Present
Morningstar May 2014 - June 2015
Morningstar July 2013 - May 2014
Morningstar October 2012 - June 2013
Walgreens June 2012 - August 2012
Chicago Bears July 2011 - July 2012
Infogix January 2011 - June 2012
Skills
Adobe Experience Manager, Agile Methodologies, Business Analysis, Adobe Marketing Cloud, Market Research, Regression Analysis, Marketing Research, Leadership, SiteCatalyst, Customer Service, Advertising, Social Media Marketing, E-commerce, Digital Marketing, Microsoft Excel, Competitive Analysis, Time Management, Morningstar Direct, Management, Marketing, Work Very Well with..., Business, PeopleSoft, JIRA, QuickBase
Education
DePaul University 2009 — 2013
Bachelors of Science, Marketing & Economics
Adam Sadur Adam Sadur's Morningstar Experience 2006 - 2007
Job Account Manager, Platform at TubeMogul, Inc.
Industry Marketing and Advertising
Experience
TubeMogul, Inc. August 2014 - Present
Connect Search, LLC November 2013 - August 2014
Flapship.com March 2013 - June 2014
Workbridge Associates May 2013 - November 2013
Crowne Plaza Metro Hotel April 2012 - December 2012
The DePaulia January 2012 - December 2012
Radio DePaul January 2011 - December 2012
Crowne Plaza O’Hare Hotel April 2011 - April 2012
Metro Klub Restaurant August 2006 - November 2008
Morningstar 2006 - 2007
Skills
Customer Service, Human Resources, Time Management, Management, Payroll, Hotels, Event Planning, Entertainment, Administrative..., Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Broadcast, Radio, Recruiting, Leadership, Public Speaking, Outlook, Social Media Marketing, Technical Recruiting, SQL
Education
DePaul University 2009 — 2012
Bachelor's degree, Communication, Journalism, and Related Programs
Walter Payton College 2004 — 2008
Miami University
TubeMogul, Inc. August 2014 - Present
Connect Search, LLC November 2013 - August 2014
Flapship.com March 2013 - June 2014
Workbridge Associates May 2013 - November 2013
Crowne Plaza Metro Hotel April 2012 - December 2012
The DePaulia January 2012 - December 2012
Radio DePaul January 2011 - December 2012
Crowne Plaza O’Hare Hotel April 2011 - April 2012
Metro Klub Restaurant August 2006 - November 2008
Morningstar 2006 - 2007
Skills
Customer Service, Human Resources, Time Management, Management, Payroll, Hotels, Event Planning, Entertainment, Administrative..., Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Broadcast, Radio, Recruiting, Leadership, Public Speaking, Outlook, Social Media Marketing, Technical Recruiting, SQL
Education
DePaul University 2009 — 2012
Bachelor's degree, Communication, Journalism, and Related Programs
Walter Payton College 2004 — 2008
Miami University
Tejas Mehta's Morningstar Experience January 2014 - Present
Job Senior Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar September 2011 - December 2013
Morningstar January 2009 - August 2011
Morningstar January 2007 - December 2008
Bank of America December 2005 - January 2007
Citigroup January 2004 - August 2005
UBS July 2002 - July 2003
Education
The University of Chicago - Booth School of Business
MBA, Finance, Entrepreneurship, Strategic Management
Denison University 1999 — 2002
Bachelor of Science, Computer Science
Doon School 1992 — 1996
Morningstar January 2014 - Present
Morningstar September 2011 - December 2013
Morningstar January 2009 - August 2011
Morningstar January 2007 - December 2008
Bank of America December 2005 - January 2007
Citigroup January 2004 - August 2005
UBS July 2002 - July 2003
Education
The University of Chicago - Booth School of Business
MBA, Finance, Entrepreneurship, Strategic Management
Denison University 1999 — 2002
Bachelor of Science, Computer Science
Doon School 1992 — 1996
Kristen Carstensen, CFP® Kristen Carstensen, CFP®'s Morningstar Experience October 2014 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
UBS Wealth Management August 2013 - October 2014
UBS Wealth Management October 2007 - August 2013
Temporary Opportunities, Inc. October 2006 - July 2007
University of St Andrews September 2005 - June 2006
Simmelink/Sukimoto Editions 2005 - 2005
Hoyne Savings Bank 2001 - 2005
Women's Studio Workshop 2004 - 2004
Skills
Investments, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Wealth Management, Microsoft Office, Series 7, Asset Allocation, Asset Management
Education
DePaul University 2010 — 2011
Financial Planning Certificate Program
University of St. Andrews 2005 — 2006
MLitt, Museum & Gallery Studies
Illinois Wesleyan University 2000 — 2004
BFA, ART
Morningstar October 2014 - Present
UBS Wealth Management August 2013 - October 2014
UBS Wealth Management October 2007 - August 2013
Temporary Opportunities, Inc. October 2006 - July 2007
University of St Andrews September 2005 - June 2006
Simmelink/Sukimoto Editions 2005 - 2005
Hoyne Savings Bank 2001 - 2005
Women's Studio Workshop 2004 - 2004
Skills
Investments, Mutual Funds, Portfolio Management, Financial Analysis, Financial Services, Wealth Management, Microsoft Office, Series 7, Asset Allocation, Asset Management
Education
DePaul University 2010 — 2011
Financial Planning Certificate Program
University of St. Andrews 2005 — 2006
MLitt, Museum & Gallery Studies
Illinois Wesleyan University 2000 — 2004
BFA, ART
Daniel Pappas's Morningstar Experience January 2007 - May 2007
Job Assistant Production Manager, BRFS Japan at Gap Inc.
Industry Apparel & Fashion
Experience
Gap Inc. January 2013 - Present
Brilliant Earth July 2010 - December 2012
Teach For America June 2008 - May 2010
Urban Accents May 2007 - June 2008
Morningstar January 2007 - May 2007
U.S. Department of Homeland Security August 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Event Planning, Inventory Management, German, NetSuite, Product Development, Product Management, Jewelry, Customer Relations, Luxury Goods, Retail, Facebook, Management
Education
Loyola University Chicago 2004 — 2008
Bachelor of Arts, Political Science, International Studies
Delta State University
Master of Education (M.Ed.)
Lakewood High School
Gap Inc. January 2013 - Present
Brilliant Earth July 2010 - December 2012
Teach For America June 2008 - May 2010
Urban Accents May 2007 - June 2008
Morningstar January 2007 - May 2007
U.S. Department of Homeland Security August 2006 - December 2006
Skills
Microsoft Office, Microsoft Excel, Customer Service, Event Planning, Inventory Management, German, NetSuite, Product Development, Product Management, Jewelry, Customer Relations, Luxury Goods, Retail, Facebook, Management
Education
Loyola University Chicago 2004 — 2008
Bachelor of Arts, Political Science, International Studies
Delta State University
Master of Education (M.Ed.)
Lakewood High School
RJ Towner's Morningstar Experience August 2011 - May 2012
Job Senior Financial Analyst at Baxter
Industry Financial Services
Experience
Baxter International Inc. September 2014 - Present
Valuentum Securities Inc. May 2012 - November 2013
Morningstar August 2011 - May 2012
Morningstar, Inc August 2010 - June 2011
Clear Financial Group June 2010 - August 2010
Dr. Antonio Morales-Pita January 2009 - April 2009
Marathon Oil Company April 2004 - August 2008
Skills
Valuation, Investments, Portfolio Management, Research, Equity Research, Financial Modeling, Economics, Equities, Financial Analysis, Asset Management, Microsoft Excel, Bodybuilding, Weight Gain, Forecasting, Bloomberg, Value Investing, Finance, Mutual Funds, Excel, SEO, Management, Protein Chemistry, Entrepreneurship, Statistics, Search Engine..., Morningstar, Powerlifting, Olympic Lifting, Splits, Extensions, Ankle, Protein Crystallization, Towers, Protein Purification, Strip Malls
Education
DePaul University 2007 — 2011
Bachelor, Economics
Stevenson
Baxter International Inc. September 2014 - Present
Valuentum Securities Inc. May 2012 - November 2013
Morningstar August 2011 - May 2012
Morningstar, Inc August 2010 - June 2011
Clear Financial Group June 2010 - August 2010
Dr. Antonio Morales-Pita January 2009 - April 2009
Marathon Oil Company April 2004 - August 2008
Skills
Valuation, Investments, Portfolio Management, Research, Equity Research, Financial Modeling, Economics, Equities, Financial Analysis, Asset Management, Microsoft Excel, Bodybuilding, Weight Gain, Forecasting, Bloomberg, Value Investing, Finance, Mutual Funds, Excel, SEO, Management, Protein Chemistry, Entrepreneurship, Statistics, Search Engine..., Morningstar, Powerlifting, Olympic Lifting, Splits, Extensions, Ankle, Protein Crystallization, Towers, Protein Purification, Strip Malls
Education
DePaul University 2007 — 2011
Bachelor, Economics
Stevenson
Denver Ignacio, CSCP Denver Ignacio, CSCP's Morningstar Experience July 2010 - Present
Job IA/BD Compliance Professional
Industry Financial Services
Experience
Morningstar July 2010 - Present
Northwestern Mutual July 2008 - February 2011
Northwestern Mutual July 2008 - July 2009
ING October 2005 - August 2007
Skills
FINRA, Investment Advisory, Series 7, Compliance, AML, Mutual Funds, Series 63, Insurance, Series 24, Equities, Investments, Securities, Asset Management, Annuities, Due Diligence, Financial Planning, Wealth Management, Compliance Management, Risk Assessment
Education
The John Marshall Law School
Juris Doctor
DePaul University
Business Management
Morningstar July 2010 - Present
Northwestern Mutual July 2008 - February 2011
Northwestern Mutual July 2008 - July 2009
ING October 2005 - August 2007
Skills
FINRA, Investment Advisory, Series 7, Compliance, AML, Mutual Funds, Series 63, Insurance, Series 24, Equities, Investments, Securities, Asset Management, Annuities, Due Diligence, Financial Planning, Wealth Management, Compliance Management, Risk Assessment
Education
The John Marshall Law School
Juris Doctor
DePaul University
Business Management
Kevin Boedeker's Morningstar Experience August 2015 - Present
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Morningstar Investment Services, Inc. October 2014 - August 2015
Morningstar Investment Services, Inc. June 2014 - September 2014
Morningstar Investment Services, Inc. August 2011 - June 2014
Lincoln Financial Group November 2010 - August 2011
UBS June 2009 - August 2009
Allen County Public Library May 2008 - August 2008
Skills
Mutual Funds, Microsoft Office, Customer Service, IRAs, Financial Services, Salesforce.com, Managed Money, Portfolio Management, Series 6, Morningstar Direct, Asset Allocation, Investment Advisory, Microsoft Word, Finance, Financial Advisory, XML, Quality Assurance, Software Quality..., Analysis, Business Analysis
Education
Wittenberg University 2006 — 2010
Management, Finance, Political Science
Royal Holloway, U. of London 2009 — 2009
Management
Northrop High School 2002 — 2006
DePaul University
Morningstar August 2015 - Present
Morningstar Investment Services, Inc. October 2014 - August 2015
Morningstar Investment Services, Inc. June 2014 - September 2014
Morningstar Investment Services, Inc. August 2011 - June 2014
Lincoln Financial Group November 2010 - August 2011
UBS June 2009 - August 2009
Allen County Public Library May 2008 - August 2008
Skills
Mutual Funds, Microsoft Office, Customer Service, IRAs, Financial Services, Salesforce.com, Managed Money, Portfolio Management, Series 6, Morningstar Direct, Asset Allocation, Investment Advisory, Microsoft Word, Finance, Financial Advisory, XML, Quality Assurance, Software Quality..., Analysis, Business Analysis
Education
Wittenberg University 2006 — 2010
Management, Finance, Political Science
Royal Holloway, U. of London 2009 — 2009
Management
Northrop High School 2002 — 2006
DePaul University
Donna Randel Donna Randel's Morningstar Experience May 2008 - April 2011
Job Financial Services and Strategic planning
Industry Financial Services
Experience
Discovery Financial Services, Inc. May 1997 - Present
Discovery Financial Services May 1997 - Present
Morningstar May 2008 - April 2011
Various board work November 2006 - December 2010
US Bank December 1994 - May 1997
Citibank 1987 - 1994
Skills
Sales Management, Investments, Marketing Strategy, New Business Development, Professional Mentoring, Coaching, Mortgage Lending, insurance, Insurance, Portfolio Management, Banking, Management, Credit, Leadership, Budgets, Public Relations, Marketing, Entrepreneurship, Sales, Sales Process, Customer Service, Customer Retention, Retail, Small Business, Team Building, Selling, Financial Services, Wealth Management, Executive Management, Business Development, Risk Management, Retirement Planning, Strategic Financial..., Start-ups, Finance, Strategy, CRM, Business Planning, Relationship Management, Competitive Analysis, Strategic Partnerships, Mergers & Acquisitions, Lead Generation, Loans, Management Consulting, P&L Management, Financial Planning, Strategic Planning
Education
DePaul University
Bachelor of Arts, Business and Marketing
Discovery Financial Services, Inc. May 1997 - Present
Discovery Financial Services May 1997 - Present
Morningstar May 2008 - April 2011
Various board work November 2006 - December 2010
US Bank December 1994 - May 1997
Citibank 1987 - 1994
Skills
Sales Management, Investments, Marketing Strategy, New Business Development, Professional Mentoring, Coaching, Mortgage Lending, insurance, Insurance, Portfolio Management, Banking, Management, Credit, Leadership, Budgets, Public Relations, Marketing, Entrepreneurship, Sales, Sales Process, Customer Service, Customer Retention, Retail, Small Business, Team Building, Selling, Financial Services, Wealth Management, Executive Management, Business Development, Risk Management, Retirement Planning, Strategic Financial..., Start-ups, Finance, Strategy, CRM, Business Planning, Relationship Management, Competitive Analysis, Strategic Partnerships, Mergers & Acquisitions, Lead Generation, Loans, Management Consulting, P&L Management, Financial Planning, Strategic Planning
Education
DePaul University
Bachelor of Arts, Business and Marketing
Jonathan Pliszka's Morningstar Experience June 2014 - October 2014
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Elan Realty Group Inc. / Elan Leasing February 2013 - Present
Morningstar June 2014 - October 2014
Morningstar July 2012 - May 2014
Morningstar May 2010 - July 2012
Morningstar February 2009 - May 2010
Morningstar July 2008 - February 2009
Morningstar September 2007 - June 2008
Bank of Tokyo-Mitsubishi June 2007 - September 2007
Scottrade November 2006 - June 2007
Skills
Investments, Finance, Mutual Funds, Analysis, Competitive Analysis, Valuation, Sales, Management, Real Estate, Financial Modeling, Asset Management, Real Estate Investor, Process Improvement, Asset Allocation, Financial Analysis, Banking, Business Development, Equities, Morningstar Direct, Multi Family Properties, Public Speaking
Education
DePaul University 2005 — 2008
BS, Finance
Goldman Sachs October 2014 - Present
Elan Realty Group Inc. / Elan Leasing February 2013 - Present
Morningstar June 2014 - October 2014
Morningstar July 2012 - May 2014
Morningstar May 2010 - July 2012
Morningstar February 2009 - May 2010
Morningstar July 2008 - February 2009
Morningstar September 2007 - June 2008
Bank of Tokyo-Mitsubishi June 2007 - September 2007
Scottrade November 2006 - June 2007
Skills
Investments, Finance, Mutual Funds, Analysis, Competitive Analysis, Valuation, Sales, Management, Real Estate, Financial Modeling, Asset Management, Real Estate Investor, Process Improvement, Asset Allocation, Financial Analysis, Banking, Business Development, Equities, Morningstar Direct, Multi Family Properties, Public Speaking
Education
DePaul University 2005 — 2008
BS, Finance
Daniel Nellessen Daniel Nellessen's Morningstar Experience September 2014 - Present
Job IT Risk and Compliance Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Hospira November 2007 - September 2014
Allstate September 2005 - November 2007
Allstate September 2005 - November 2007
Skills
SharePoint, Information Security..., SharePoint Designer, HTML, Microsoft Excel, Visio, InfoPath Forms, JavaScript, jQuery, SPServices, HTML emails, CSS, eDiscovery, Litigation Support, Information Security..., Security Policy..., Security Incident..., Checkpoint, Cisco ScanSafe, Aruba Wireless, TrueCrypt, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Adobe Acrobat, Photoshop, Premiere, Remedy Ticketing System, WinRAR, WinSCP, Filezilla, SSAE 16, Cloud Security, Business Process, Security, Information Security
Education
DePaul University 2001 — 2005
Bachelors of Science, Mathematics and Computer Studies, 3.93
Morningstar September 2014 - Present
Hospira November 2007 - September 2014
Allstate September 2005 - November 2007
Allstate September 2005 - November 2007
Skills
SharePoint, Information Security..., SharePoint Designer, HTML, Microsoft Excel, Visio, InfoPath Forms, JavaScript, jQuery, SPServices, HTML emails, CSS, eDiscovery, Litigation Support, Information Security..., Security Policy..., Security Incident..., Checkpoint, Cisco ScanSafe, Aruba Wireless, TrueCrypt, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Adobe Acrobat, Photoshop, Premiere, Remedy Ticketing System, WinRAR, WinSCP, Filezilla, SSAE 16, Cloud Security, Business Process, Security, Information Security
Education
DePaul University 2001 — 2005
Bachelors of Science, Mathematics and Computer Studies, 3.93
Niall McCarthy Niall McCarthy's Morningstar Experience January 2010 - Present
Job Energy Data Management & Analytics
Industry Information Technology and Services
Experience
Morningstar January 2010 - Present
LIM (Acquired by Morningstar) January 2006 - January 2010
LIM January 2003 - January 2006
NewsEdge January 2000 - January 2003
FT Interactive Data 1998 - 2000
Skills
Commodity Markets, Contract Negotiation, Sales Management, Commodity, New Business Development, Commodity Risk..., Data Management, Management, Product Development, Trading, Business Development, Business Analysis, Salesforce.com, Strategy, Integration, Solution Selling
Education
DePaul University
MBA
Series 7 & 63
University of Limerick
BA
Morningstar January 2010 - Present
LIM (Acquired by Morningstar) January 2006 - January 2010
LIM January 2003 - January 2006
NewsEdge January 2000 - January 2003
FT Interactive Data 1998 - 2000
Skills
Commodity Markets, Contract Negotiation, Sales Management, Commodity, New Business Development, Commodity Risk..., Data Management, Management, Product Development, Trading, Business Development, Business Analysis, Salesforce.com, Strategy, Integration, Solution Selling
Education
DePaul University
MBA
Series 7 & 63
University of Limerick
BA
Irena Svidovsky's Morningstar Experience July 2015 - Present
Job Designer, Organizer, and Sensemaker
Industry Design
Experience
Morningstar July 2015 - Present
SapientNitro March 2012 - July 2015
DePaul University September 2013 - December 2013
RPM Advertising September 2006 - March 2012
Sugar Push Creative August 2010 - December 2011
Southport Performing Arts Conservatory September 2009 - October 2011
Tree House Humane Society 2005 - 2010
Baird & Warner Real Estate June 2005 - September 2006
DePaul University January 2004 - June 2004
Skills
User Experience, Experience Design, Information Architecture, Responsive Web Design, Graphic Design, InDesign, Photoshop, Typography, Content Strategy
Education
DePaul University 2012 — 2014
Master's Degree, Human Computer Interaction, with Distinction
Women's Business Development Center 2010 — 2010
certificate, FastTrac Entrepreneurial Program
DePaul University 2000 — 2004
Bachelor's Degree, Computer Graphics and Animation, with high honors
Kansai Gaidai University 2003 — 2003
certificate, East Asian Studies
Morningstar July 2015 - Present
SapientNitro March 2012 - July 2015
DePaul University September 2013 - December 2013
RPM Advertising September 2006 - March 2012
Sugar Push Creative August 2010 - December 2011
Southport Performing Arts Conservatory September 2009 - October 2011
Tree House Humane Society 2005 - 2010
Baird & Warner Real Estate June 2005 - September 2006
DePaul University January 2004 - June 2004
Skills
User Experience, Experience Design, Information Architecture, Responsive Web Design, Graphic Design, InDesign, Photoshop, Typography, Content Strategy
Education
DePaul University 2012 — 2014
Master's Degree, Human Computer Interaction, with Distinction
Women's Business Development Center 2010 — 2010
certificate, FastTrac Entrepreneurial Program
DePaul University 2000 — 2004
Bachelor's Degree, Computer Graphics and Animation, with high honors
Kansai Gaidai University 2003 — 2003
certificate, East Asian Studies
Annie Berkson's Morningstar Experience February 2000 - April 2003
Job PROS
Industry Information Technology and Services
Experience
PROS September 2015 - Present
PROS March 2014 - Present
Boeing September 2012 - March 2014
JPMorgan Chase & Co. May 2003 - December 2011
Morningstar February 2000 - April 2003
Morningstar July 1994 - March 2000
Skills
Meeting Planning, People Management, Web Project Management, Event Management, Event Planning, Public Speaking, Customer Service, Food & Beverage, Project Management, Relationship Management, Team Leadership, Strategic Planning, Management, Editing, Marketing, Social Media Marketing, Hospitality, Catering
Education
Denison University
Bachelor's degree, English Literature, Sociology/Anthropology
PROS September 2015 - Present
PROS March 2014 - Present
Boeing September 2012 - March 2014
JPMorgan Chase & Co. May 2003 - December 2011
Morningstar February 2000 - April 2003
Morningstar July 1994 - March 2000
Skills
Meeting Planning, People Management, Web Project Management, Event Management, Event Planning, Public Speaking, Customer Service, Food & Beverage, Project Management, Relationship Management, Team Leadership, Strategic Planning, Management, Editing, Marketing, Social Media Marketing, Hospitality, Catering
Education
Denison University
Bachelor's degree, English Literature, Sociology/Anthropology
Christoph Bakke's Morningstar Experience May 2009 - June 2010
Job
Industry Marketing and Advertising
Experience
Magnetic June 2015 - Present
Cappex.com January 2012 - June 2015
DePaul University April 2009 - December 2011
Morningstar May 2009 - June 2010
Midway Games November 2007 - February 2009
Pepper Global North America February 2007 - June 2007
Getty Images, Inc December 2003 - January 2005
Skills
Networking, Social Media, Facebook, Blogging, Advertising, Event Planning, Management, Training, Sales, Editing, Market Research, Social Networking, Public Speaking, Social Media Marketing, Marketing, Microsoft Office, Microsoft Excel, B2B, Email Marketing
Education
The University of Chicago 2012 — 2014
Integrated Marketing
DePaul University 2006 — 2010
B.S., Commerce; Marketing
Magnetic June 2015 - Present
Cappex.com January 2012 - June 2015
DePaul University April 2009 - December 2011
Morningstar May 2009 - June 2010
Midway Games November 2007 - February 2009
Pepper Global North America February 2007 - June 2007
Getty Images, Inc December 2003 - January 2005
Skills
Networking, Social Media, Facebook, Blogging, Advertising, Event Planning, Management, Training, Sales, Editing, Market Research, Social Networking, Public Speaking, Social Media Marketing, Marketing, Microsoft Office, Microsoft Excel, B2B, Email Marketing
Education
The University of Chicago 2012 — 2014
Integrated Marketing
DePaul University 2006 — 2010
B.S., Commerce; Marketing
Maggie Nelson's Morningstar Experience April 2012 - July 2014
Job Creative Consultant for Small Businesses
Industry Information Technology and Services
Experience
Relan March 2015 - Present
SPS Commerce July 2014 - July 2015
Morningstar April 2012 - July 2014
Morningstar Associates April 2011 - March 2012
Focus Pointe Global January 2011 - April 2011
Focus Pointe Global July 2009 - April 2011
DePaul University June 2010 - December 2010
Skills
Eloqua, Interviews, Talent Acquisition, Recruiting, New Hire Training, Microsoft Office, HRIS, Onboarding, Market Research, Management, Social Media Marketing, Client Services, LinkedIn, Financial Services, Training, Full-cycle Recruiting, Salesforce.com, Building Relationships, Leadership, Time Management, Social Networking, Group Presentations, Candidate Screening, Relationship Management, Marketing Communications, Change Management, Client Representation, Client Development, Marketing, Program Management
Education
DePaul University 2008 — 2012
Bachelor of Arts (BA), Communication Studies
Relan March 2015 - Present
SPS Commerce July 2014 - July 2015
Morningstar April 2012 - July 2014
Morningstar Associates April 2011 - March 2012
Focus Pointe Global January 2011 - April 2011
Focus Pointe Global July 2009 - April 2011
DePaul University June 2010 - December 2010
Skills
Eloqua, Interviews, Talent Acquisition, Recruiting, New Hire Training, Microsoft Office, HRIS, Onboarding, Market Research, Management, Social Media Marketing, Client Services, LinkedIn, Financial Services, Training, Full-cycle Recruiting, Salesforce.com, Building Relationships, Leadership, Time Management, Social Networking, Group Presentations, Candidate Screening, Relationship Management, Marketing Communications, Change Management, Client Representation, Client Development, Marketing, Program Management
Education
DePaul University 2008 — 2012
Bachelor of Arts (BA), Communication Studies
Hadiya Nuriddin, MEd, MA, CPLP Hadiya Nuriddin, MEd, MA, CPLP's Morningstar Experience March 1996 - March 1998
Job Learning Strategist and Instructional Designer at Focus Learning Solutions
Industry Professional Training & Coaching
Experience
Focus Learning Solutions March 2008 - Present
Triton College September 2007 - June 2011
Huron Consulting Group October 2008 - April 2011
BP October 2006 - March 2008
LexisNexis Interface Software May 2005 - October 2006
ABN AMRO Bank N.V. March 2000 - May 2005
Kellogg School of Management March 1998 - September 1999
Morningstar March 1996 - March 1998
Education
DePaul University
Master of Arts (M.A.), Writing, with distinction
DePaul University
Master of Education (M.Ed.), Curriculum Studies & Design
Michigan State University
Bachelor of Arts (B.A.), English
Focus Learning Solutions March 2008 - Present
Triton College September 2007 - June 2011
Huron Consulting Group October 2008 - April 2011
BP October 2006 - March 2008
LexisNexis Interface Software May 2005 - October 2006
ABN AMRO Bank N.V. March 2000 - May 2005
Kellogg School of Management March 1998 - September 1999
Morningstar March 1996 - March 1998
Education
DePaul University
Master of Arts (M.A.), Writing, with distinction
DePaul University
Master of Education (M.Ed.), Curriculum Studies & Design
Michigan State University
Bachelor of Arts (B.A.), English
Amy Tse Amy Tse's Morningstar Experience 1999 - 2000
Job Experience Design Director
Industry Information Technology and Services
Experience
TandemSeven 2012 - Present
TandemSeven April 2008 - May 2012
Human Factors International April 2005 - February 2008
Avenue A Razorfish July 2004 - April 2005
Bank of America 2002 - 2004
Grassroots Enterprise 2001 - 2002
Netabacus February 2000 - October 2000
Morningstar 1999 - 2000
Pearson Scott Foresman 1996 - 1998
Skills
User Experience, Usability Testing, User Research, User-centered Design, Information Architecture, Persona, User Interface Design, Wireframes, Interaction Design, User Experience Design, Customer Journey Mapping, Site Maps, User Interface, Mobile Applications, SaaS, Heuristic Evaluation, Card Sorting, Journey Mappping
Education
DePaul University 1997 — 1999
Masters of Science, Human Computer Interaction
University of Illinois at Chicago 1982 — 1986
Bachelors of Art, Communication Design
TandemSeven 2012 - Present
TandemSeven April 2008 - May 2012
Human Factors International April 2005 - February 2008
Avenue A Razorfish July 2004 - April 2005
Bank of America 2002 - 2004
Grassroots Enterprise 2001 - 2002
Netabacus February 2000 - October 2000
Morningstar 1999 - 2000
Pearson Scott Foresman 1996 - 1998
Skills
User Experience, Usability Testing, User Research, User-centered Design, Information Architecture, Persona, User Interface Design, Wireframes, Interaction Design, User Experience Design, Customer Journey Mapping, Site Maps, User Interface, Mobile Applications, SaaS, Heuristic Evaluation, Card Sorting, Journey Mappping
Education
DePaul University 1997 — 1999
Masters of Science, Human Computer Interaction
University of Illinois at Chicago 1982 — 1986
Bachelors of Art, Communication Design
Michelle Levell Michelle Levell's Morningstar Experience 1990 - 1996
Job Chairwoman at Women's Defense League of New Hampshire
Industry Nonprofit Organization Management
Experience
Volunteer 2005 - Present
Women's Defense League of New Hampshire July 2014 - Present
Second Amendment Sisters, NH Chapter October 2011 - July 2014
Levell Family Homeschool 2004 - 2012
Pelham-Windham Razorbacks August 2006 - December 2011
NH Homeschooling Coalition June 2006 - June 2008
Morningstar 1990 - 1996
Skills
Public Policy, Teaching, Marketing, Blogging, E-Learning, Social Networking, Social Media, Editing, Community Outreach, Fundraising, Creative Writing, Volunteer Management, Nonprofits, Public Speaking, Education, Time Management, Leadership, Public Relations, Event Planning
Education
DePaul University 1987 — 1990
Bachelor of Science (BS), Marketing
University of Illinois at Urbana-Champaign 1984 — 1986
Volunteer 2005 - Present
Women's Defense League of New Hampshire July 2014 - Present
Second Amendment Sisters, NH Chapter October 2011 - July 2014
Levell Family Homeschool 2004 - 2012
Pelham-Windham Razorbacks August 2006 - December 2011
NH Homeschooling Coalition June 2006 - June 2008
Morningstar 1990 - 1996
Skills
Public Policy, Teaching, Marketing, Blogging, E-Learning, Social Networking, Social Media, Editing, Community Outreach, Fundraising, Creative Writing, Volunteer Management, Nonprofits, Public Speaking, Education, Time Management, Leadership, Public Relations, Event Planning
Education
DePaul University 1987 — 1990
Bachelor of Science (BS), Marketing
University of Illinois at Urbana-Champaign 1984 — 1986
Allison Gries Allison Gries's Morningstar Experience January 2014 - May 2015
Job Consultant at Hitachi Consulting
Industry Marketing and Advertising
Experience
Hitachi Consulting July 2015 - Present
Morningstar January 2014 - May 2015
Macromunity Inc. (NFP) December 2013 - June 2014
John G. Shedd Aquarium September 2012 - June 2014
Lyon Communications September 2012 - January 2014
John G. Shedd Aquarium June 2012 - August 2012
Lyon Communications August 2011 - May 2012
Skills
Social Media Marketing, Social Networking, Event Management, Hootsuite, Pinterest, Facebook, Marketing Event Planning, Promotions, Group Decision Making, Leadership, Marketing, Communication
Education
DePaul University 2013 — 2015
Master's degree, Organizational Communication, Training and Development Concentration, Summa Cum Laude
DePaul University 2010 — 2014
Bachelor's degree, Organizational Communication, Industrial Organizational Pyschology, Marketing, Summa Cum Laude
Hitachi Consulting July 2015 - Present
Morningstar January 2014 - May 2015
Macromunity Inc. (NFP) December 2013 - June 2014
John G. Shedd Aquarium September 2012 - June 2014
Lyon Communications September 2012 - January 2014
John G. Shedd Aquarium June 2012 - August 2012
Lyon Communications August 2011 - May 2012
Skills
Social Media Marketing, Social Networking, Event Management, Hootsuite, Pinterest, Facebook, Marketing Event Planning, Promotions, Group Decision Making, Leadership, Marketing, Communication
Education
DePaul University 2013 — 2015
Master's degree, Organizational Communication, Training and Development Concentration, Summa Cum Laude
DePaul University 2010 — 2014
Bachelor's degree, Organizational Communication, Industrial Organizational Pyschology, Marketing, Summa Cum Laude
Anna Gralak's Morningstar Experience June 2013 - September 2013
Job Consultant at EY
Industry Management Consulting
Experience
EY September 2014 - Present
McKinsey & Company September 2013 - April 2014
DePaul's SHRM Chapter May 2013 - April 2014
Morningstar June 2013 - September 2013
SWC Technology Partners November 2012 - June 2013
Assurance January 2012 - November 2012
Skills
Applicant Tracking..., Microsoft Office, Microsoft Excel, PowerPoint, Recruiting, Teamwork, Microsoft Word, Human Resources, Employee Relations, New Hire Orientations, Leadership, Time Management, Onboarding, Organizational..., Training, Employee Benefits, Talent Acquisition, Benefits Administration
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Marketing and Management:Human Resources
Indiana University Bloomington 2010 — 2011
Kelley School of Business
EY September 2014 - Present
McKinsey & Company September 2013 - April 2014
DePaul's SHRM Chapter May 2013 - April 2014
Morningstar June 2013 - September 2013
SWC Technology Partners November 2012 - June 2013
Assurance January 2012 - November 2012
Skills
Applicant Tracking..., Microsoft Office, Microsoft Excel, PowerPoint, Recruiting, Teamwork, Microsoft Word, Human Resources, Employee Relations, New Hire Orientations, Leadership, Time Management, Onboarding, Organizational..., Training, Employee Benefits, Talent Acquisition, Benefits Administration
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Marketing and Management:Human Resources
Indiana University Bloomington 2010 — 2011
Kelley School of Business
Brennan Grosvenor Brennan Grosvenor's Morningstar Experience 2013 - February 2015
Job Project Manager – Solutions Delivery at GHX
Industry Hospital & Health Care
Experience
GHX February 2015 - Present
Morningstar 2013 - February 2015
THE MARCO CONSULTING GROUP December 2011 - 2013
Plan Sponsor Advisors October 2009 - December 2011
THE PERNIX GROUP January 2007 - December 2010
Merrill Lynch December 2008 - October 2010
Skills
Project Management, Project Portfolio..., Microsoft Project, Project Delivery, Project Planning, Asset Allocation, Investments, Retirement, Salesforce.com, Portfolio Management, Capital Markets, Retirement Planning, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Outlook, Access, Microsoft Word, SPSS, Morningstar, Microsoft Technologies, AutoCAD, Asset Managment, Equities, Mutual Funds, Analysis, Fixed Income
Education
DePaul University 2007 — 2010
Bachelor of Science, Operations Management, Finance, Business Law
Prairie Ridge
GHX February 2015 - Present
Morningstar 2013 - February 2015
THE MARCO CONSULTING GROUP December 2011 - 2013
Plan Sponsor Advisors October 2009 - December 2011
THE PERNIX GROUP January 2007 - December 2010
Merrill Lynch December 2008 - October 2010
Skills
Project Management, Project Portfolio..., Microsoft Project, Project Delivery, Project Planning, Asset Allocation, Investments, Retirement, Salesforce.com, Portfolio Management, Capital Markets, Retirement Planning, Financial Analysis, Bloomberg, Microsoft Excel, PowerPoint, Outlook, Access, Microsoft Word, SPSS, Morningstar, Microsoft Technologies, AutoCAD, Asset Managment, Equities, Mutual Funds, Analysis, Fixed Income
Education
DePaul University 2007 — 2010
Bachelor of Science, Operations Management, Finance, Business Law
Prairie Ridge
Jennifer Dunlap Jennifer Dunlap's Morningstar Experience April 2006 - December 2008
Job Compliance Officer at Pekin Singer Strauss
Industry Financial Services
Experience
Pekin Singer Strauss Asset Mangement July 2012 - Present
The Receivables Exchange November 2010 - April 2012
Quinlan School of Business, Loyola University Chicago January 2009 - November 2010
Morningstar April 2006 - December 2008
Thomson Financial May 2003 - April 2006
Skills
Finance, Investments, Financial Services
Education
Loyola University Chicago 2002 — 2002
Master of Business Administration (M.B.A.), Finance, General
DePaul University
Bachelor's Degree, Sociology
Pekin Singer Strauss Asset Mangement July 2012 - Present
The Receivables Exchange November 2010 - April 2012
Quinlan School of Business, Loyola University Chicago January 2009 - November 2010
Morningstar April 2006 - December 2008
Thomson Financial May 2003 - April 2006
Skills
Finance, Investments, Financial Services
Education
Loyola University Chicago 2002 — 2002
Master of Business Administration (M.B.A.), Finance, General
DePaul University
Bachelor's Degree, Sociology
James Leonard, CFA James Leonard, CFA's Morningstar Experience April 2011 - July 2013
Job Assistant Portfolio Manager, Golub Capital
Industry Financial Services
Experience
Golub Capital July 2014 - Present
Monroe Capital July 2013 - July 2014
Morningstar April 2011 - July 2013
Deerfield Capital Management August 2007 - April 2011
Wachovia Securities November 2005 - May 2007
Refco Trading Services April 2005 - November 2005
Bank of America December 2000 - April 2005
United States Marine Corps June 1992 - November 1999
Skills
Credit, Fixed Income, Bonds, Loans, ABS, Structured Finance, Trading, Portfolio Management, Options, Financial Risk, Banking, Commodity, Treasury, Equities, Asset Management, Investments, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Structured Products, Securities, Investment Management, Equity Research, Hedge Funds
Education
University of Chicago 1999 — 2001
Master of Business Administration (MBA), Financial Management and Econometrics/Statistics
DePaul University 1988 — 1992
Bachelor of Science (BS), Finance, General
Golub Capital July 2014 - Present
Monroe Capital July 2013 - July 2014
Morningstar April 2011 - July 2013
Deerfield Capital Management August 2007 - April 2011
Wachovia Securities November 2005 - May 2007
Refco Trading Services April 2005 - November 2005
Bank of America December 2000 - April 2005
United States Marine Corps June 1992 - November 1999
Skills
Credit, Fixed Income, Bonds, Loans, ABS, Structured Finance, Trading, Portfolio Management, Options, Financial Risk, Banking, Commodity, Treasury, Equities, Asset Management, Investments, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Derivatives, Structured Products, Securities, Investment Management, Equity Research, Hedge Funds
Education
University of Chicago 1999 — 2001
Master of Business Administration (MBA), Financial Management and Econometrics/Statistics
DePaul University 1988 — 1992
Bachelor of Science (BS), Finance, General
Kate Hamilton, PMP's Morningstar Experience April 2006 - June 2006
Job Experienced Project Manager and Digital Marketer
Industry Marketing and Advertising
Experience
Mad Dogg Athletics January 2014 - February 2015
Lockton Companies September 2012 - February 2013
National Able Network 2011 - 2012
AIG January 2008 - December 2010
DePaul September 2004 - 2009
AmWINS Group July 2006 - October 2007
Morningstar April 2006 - June 2006
Chicago Non-Profit September 2004 - January 2006
CRC Insurance Services August 2003 - July 2005
Skills
MS Office, SharePoint, MS Project, Commercial Insurance, Insurance Underwriting, Negotiation, Project Management, Project Planning, Project Coordination, Data Analysis, Risk Analytics, Risk Management, Event Management, Policy Analysis, Public Policy, Public Administration, Account Management, Insurance Sales and..., Property & Casualty..., Insurance Brokerage, Pegasystems PRPC, Microsoft Office, Underwriting, Insurance, Brokers, Casualty, Management, Analysis, Strategic Planning
Education
Illinois Institute of Technology 2011 — 2012
Graduate Certificate, Project Management
Northwestern University 2005 — 2008
M.A., High Honors, Public Policy and Administration
DePaul University
BA, High Honors, Political Science
Mad Dogg Athletics January 2014 - February 2015
Lockton Companies September 2012 - February 2013
National Able Network 2011 - 2012
AIG January 2008 - December 2010
DePaul September 2004 - 2009
AmWINS Group July 2006 - October 2007
Morningstar April 2006 - June 2006
Chicago Non-Profit September 2004 - January 2006
CRC Insurance Services August 2003 - July 2005
Skills
MS Office, SharePoint, MS Project, Commercial Insurance, Insurance Underwriting, Negotiation, Project Management, Project Planning, Project Coordination, Data Analysis, Risk Analytics, Risk Management, Event Management, Policy Analysis, Public Policy, Public Administration, Account Management, Insurance Sales and..., Property & Casualty..., Insurance Brokerage, Pegasystems PRPC, Microsoft Office, Underwriting, Insurance, Brokers, Casualty, Management, Analysis, Strategic Planning
Education
Illinois Institute of Technology 2011 — 2012
Graduate Certificate, Project Management
Northwestern University 2005 — 2008
M.A., High Honors, Public Policy and Administration
DePaul University
BA, High Honors, Political Science
Meredith Gonsalves Meredith Gonsalves's Morningstar Experience June 2011 - July 2012
Job Digital and Social Content Strategist, Career Blogger
Industry Writing and Editing
Experience
Deloitte March 2015 - Present
Job Offers & Bad Boyfriends January 2015 - Present
Work It Web January 2014 - Present
Rewards Network June 2014 - January 2015
June Media Inc 2013 - 2014
Imagination Publishing 2012 - 2013
Morningstar June 2011 - July 2012
Society of Professional Journalists - DePaul Chapter April 2011 - April 2012
DePaul University Career Center September 2009 - July 2011
Tribune Broadcasting January 2011 - June 2011
Skills
Copywriting, Wordpress, Newsletters, Feature Articles, Public Relations, Journalism, Social Networking, Photoshop, InDesign, Advertising, Research, Content Strategy, WordPress, Social Media Marketing, Editorial, Public Speaking, Creative Direction, Web Content, Social Media, Blogging
Education
DePaul University 2011 — 2012
MA Journalism, Business Reporting, Multi-platform Editing, Photojournalism, Investigative Reporting
DePaul University 2007 — 2011
BA, Journalism, Media, International Studies
University of Westminster 2009 — 2009
Multimedia Journalism
Deloitte March 2015 - Present
Job Offers & Bad Boyfriends January 2015 - Present
Work It Web January 2014 - Present
Rewards Network June 2014 - January 2015
June Media Inc 2013 - 2014
Imagination Publishing 2012 - 2013
Morningstar June 2011 - July 2012
Society of Professional Journalists - DePaul Chapter April 2011 - April 2012
DePaul University Career Center September 2009 - July 2011
Tribune Broadcasting January 2011 - June 2011
Skills
Copywriting, Wordpress, Newsletters, Feature Articles, Public Relations, Journalism, Social Networking, Photoshop, InDesign, Advertising, Research, Content Strategy, WordPress, Social Media Marketing, Editorial, Public Speaking, Creative Direction, Web Content, Social Media, Blogging
Education
DePaul University 2011 — 2012
MA Journalism, Business Reporting, Multi-platform Editing, Photojournalism, Investigative Reporting
DePaul University 2007 — 2011
BA, Journalism, Media, International Studies
University of Westminster 2009 — 2009
Multimedia Journalism
Katie Raatz Katie Raatz's Morningstar Experience September 2010 - December 2011
Job Recruiting Officer, Associate Commercial Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan June 2013 - February 2014
Groupon January 2012 - June 2013
Morningstar September 2010 - December 2011
whiteChicago October 2009 - January 2011
GolfZone Inc January 2006 - January 2009
Skills
Full-cycle Recruiting, Personnel Recruiting, Internet Recruiting, HRIS, Microsoft Office, Outlook, Word, Onboarding, HR Policies, Employee Handbooks, Financial Sector, Employee Engagement, Employee Relations, Quickbooks, Expense Management, Event Planning, Interviewing, New Employee Orientation, Training New Employees, Scheduling, Personnel Selection, New Hire Training, Microsoft Word, New Hire Orientations, Interviews, Morningstar, Training, Cold Calling, Financial Services
Education
DePaul University 2008 — 2011
Bachelor of Arts, Communication Studies
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan June 2013 - February 2014
Groupon January 2012 - June 2013
Morningstar September 2010 - December 2011
whiteChicago October 2009 - January 2011
GolfZone Inc January 2006 - January 2009
Skills
Full-cycle Recruiting, Personnel Recruiting, Internet Recruiting, HRIS, Microsoft Office, Outlook, Word, Onboarding, HR Policies, Employee Handbooks, Financial Sector, Employee Engagement, Employee Relations, Quickbooks, Expense Management, Event Planning, Interviewing, New Employee Orientation, Training New Employees, Scheduling, Personnel Selection, New Hire Training, Microsoft Word, New Hire Orientations, Interviews, Morningstar, Training, Cold Calling, Financial Services
Education
DePaul University 2008 — 2011
Bachelor of Arts, Communication Studies
Bryan Ritter Bryan Ritter's Morningstar Experience March 2007 - September 2008
Job Client Director at BlueMetal Inc.
Industry Information Technology and Services
Experience
BlueMetal Inc. January 2015 - Present
SPR April 2010 - January 2015
Softchoice October 2008 - April 2010
Morningstar March 2007 - September 2008
Integrity Financial Services December 2005 - February 2007
Education
DePaul University
Bachelor of Science, Accounting
BlueMetal Inc. January 2015 - Present
SPR April 2010 - January 2015
Softchoice October 2008 - April 2010
Morningstar March 2007 - September 2008
Integrity Financial Services December 2005 - February 2007
Education
DePaul University
Bachelor of Science, Accounting
Charly Soh, MBA Charly Soh, MBA's Morningstar Experience January 2015 - Present
Job Client Solutions Consultant Morningstar Direct
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar March 2014 - Present
Morningstar June 2011 - March 2014
Encore Equities 2010 - 2011
Prism Stream October 2009 - April 2010
Pinnacle Consultants 2007 - 2009
Skills
Strategic Planning, Financial Analysis, Business Analysis, Business Strategy, Project Management, Management, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Analysis, Financial Modeling, Finance, Team Leadership, Process Improvement, Business Development, Entrepreneurship, Strategy, Market Research, Microsoft Word, Marketing Strategy, Team Building, Account Management, Public Speaking, Forecasting
Education
Dallas Baptist University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Dallas
Morningstar January 2015 - Present
Morningstar March 2014 - Present
Morningstar June 2011 - March 2014
Encore Equities 2010 - 2011
Prism Stream October 2009 - April 2010
Pinnacle Consultants 2007 - 2009
Skills
Strategic Planning, Financial Analysis, Business Analysis, Business Strategy, Project Management, Management, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Analysis, Financial Modeling, Finance, Team Leadership, Process Improvement, Business Development, Entrepreneurship, Strategy, Market Research, Microsoft Word, Marketing Strategy, Team Building, Account Management, Public Speaking, Forecasting
Education
Dallas Baptist University 2009 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Dallas
Paul Choi's Morningstar Experience November 2009 - June 2012
Job Associate at UBS Investment Bank
Industry Investment Management
Experience
UBS Securities LLC July 2012 - Present
Morningstar November 2009 - June 2012
The Mobile Solution 2003 - 2006
Skills
Management, Due Diligence, Six Sigma, Sales, Investments, Leadership, Equity Valuation, Analysis, Private Equity, Financial Modeling, Mutual Funds, Asset Management, Investment Banking, Valuation, Asset Managment, Bloomberg Terminal, Finance, DCF, Derivatives, Portfolio Management, Financial Analysis, Series 7, Asset Allocation, Equities, Corporate Finance, Bloomberg, Data Analysis, Trading, Equity Research
Education
DePaul University
B.Sc., Finance
UBS Securities LLC July 2012 - Present
Morningstar November 2009 - June 2012
The Mobile Solution 2003 - 2006
Skills
Management, Due Diligence, Six Sigma, Sales, Investments, Leadership, Equity Valuation, Analysis, Private Equity, Financial Modeling, Mutual Funds, Asset Management, Investment Banking, Valuation, Asset Managment, Bloomberg Terminal, Finance, DCF, Derivatives, Portfolio Management, Financial Analysis, Series 7, Asset Allocation, Equities, Corporate Finance, Bloomberg, Data Analysis, Trading, Equity Research
Education
DePaul University
B.Sc., Finance
Wayne Luan Wayne Luan's Morningstar Experience July 2011 - October 2012
Job Business Analyst at ZirMed | MS Analytics Candidate University of Chicago
Industry Hospital & Health Care
Experience
ZirMed March 2015 - Present
CETA - Clinical EMR Technology Application October 2013 - February 2015
CETA - Clinical EMR Technology Application October 2012 - October 2013
Morningstar July 2011 - October 2012
Skills
Healthcare Information..., Management, Data Analysis, Analysis, Business Analysis, Microsoft SQL Server, QuickBooks, Cerner, Healthcare Consulting, Financial Modeling, PowerPoint, CPOE, Microsoft Excel, Finance, Leadership, Visio, Access, JIRA, Strategy, Financial Analysis, Customer Service, Project Management, Analytics, Consulting, XML Schema, Healthcare Reimbursement, XML Spy, SQL Server, SQL, Revenue Cycle Management, Oracle SQL, Adobe, quickbase, Software Implementation, Healthcare Analytics, SAS, SAS Programming, R, ANOVA, Data Mining, Predictive Analytics, Modeling, Statistical Data..., Financial Variance..., Data Modeling, Business Strategy, Public Speaking, Start-ups, Revenue Cycle, CRM
Education
The University of Chicago 2015 — 2016
Master's Degree, Analytics
DePaul University 2007 — 2011
Bachelor of Science, Finance and Financial Management Services
ZirMed March 2015 - Present
CETA - Clinical EMR Technology Application October 2013 - February 2015
CETA - Clinical EMR Technology Application October 2012 - October 2013
Morningstar July 2011 - October 2012
Skills
Healthcare Information..., Management, Data Analysis, Analysis, Business Analysis, Microsoft SQL Server, QuickBooks, Cerner, Healthcare Consulting, Financial Modeling, PowerPoint, CPOE, Microsoft Excel, Finance, Leadership, Visio, Access, JIRA, Strategy, Financial Analysis, Customer Service, Project Management, Analytics, Consulting, XML Schema, Healthcare Reimbursement, XML Spy, SQL Server, SQL, Revenue Cycle Management, Oracle SQL, Adobe, quickbase, Software Implementation, Healthcare Analytics, SAS, SAS Programming, R, ANOVA, Data Mining, Predictive Analytics, Modeling, Statistical Data..., Financial Variance..., Data Modeling, Business Strategy, Public Speaking, Start-ups, Revenue Cycle, CRM
Education
The University of Chicago 2015 — 2016
Master's Degree, Analytics
DePaul University 2007 — 2011
Bachelor of Science, Finance and Financial Management Services
Roland Czerniawski Roland Czerniawski's Morningstar Experience July 2013 - Present
Job Markets Research Analyst at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar July 2012 - July 2013
Morningstar June 2011 - July 2012
Chamberlin Edmonds December 2009 - March 2011
Skills
Financial Analysis, Analytics, Qualitative Research, Equity Research, Corporate Finance, Morningstar Direct, Finance
Education
DePaul University 2008 — 2012
Bachelor's, Honors Finance, Accounting
Morningstar July 2013 - Present
Morningstar July 2012 - July 2013
Morningstar June 2011 - July 2012
Chamberlin Edmonds December 2009 - March 2011
Skills
Financial Analysis, Analytics, Qualitative Research, Equity Research, Corporate Finance, Morningstar Direct, Finance
Education
DePaul University 2008 — 2012
Bachelor's, Honors Finance, Accounting
Robert Rdzak, CFA Robert Rdzak, CFA's Morningstar Experience 2004 - 2005
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
Global Potential 2014 - Present
CIANA (Center for the Integration and Advancement of New Americans) 2014 - Present
Deutsche Bank July 2012 - February 2014
Deutsche Bank, London UK June 2011 - August 2011
Coghill Capital Management January 2011 - May 2011
Amundi Alternative Investments August 2007 - August 2010
Citadel Investment Group June 2005 - July 2007
Morningstar 2004 - 2005
Education
University of Chicago 2010 — 2012
Booth School of Business, MBA
DePaul University 2001 — 2005
BS, Finance, 3.9 / 4.0 GPA
BlackRock August 2014 - Present
Global Potential 2014 - Present
CIANA (Center for the Integration and Advancement of New Americans) 2014 - Present
Deutsche Bank July 2012 - February 2014
Deutsche Bank, London UK June 2011 - August 2011
Coghill Capital Management January 2011 - May 2011
Amundi Alternative Investments August 2007 - August 2010
Citadel Investment Group June 2005 - July 2007
Morningstar 2004 - 2005
Education
University of Chicago 2010 — 2012
Booth School of Business, MBA
DePaul University 2001 — 2005
BS, Finance, 3.9 / 4.0 GPA
Hardik Sanghavi's Morningstar Experience September 2014 - March 2015
Job Accounting and Finance Intern at Morningstar
Industry Financial Services
Experience
Liberty Mutual Insurance June 2015 - August 2015
Morningstar September 2014 - March 2015
UBS March 2014 - August 2014
DePaul University November 2013 - June 2014
ESPN March 2013 - July 2013
Skills
PowerPoint, Research, Teamwork, Public Speaking, Sales, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Adobe Audition, Customer Service, English, Statistics, Analysis, Event Planning, Microsoft Word
Education
DePaul University 2012 — 2016
Bachelor's degree, Accounting and Finance; Community Service
Liberty Mutual Insurance June 2015 - August 2015
Morningstar September 2014 - March 2015
UBS March 2014 - August 2014
DePaul University November 2013 - June 2014
ESPN March 2013 - July 2013
Skills
PowerPoint, Research, Teamwork, Public Speaking, Sales, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Adobe Audition, Customer Service, English, Statistics, Analysis, Event Planning, Microsoft Word
Education
DePaul University 2012 — 2016
Bachelor's degree, Accounting and Finance; Community Service
Bassam Ali Bassam Ali's Morningstar Experience January 2014 - June 2014
Job MSHR Student at Quinlan School of Business
Industry Human Resources
Experience
Morningstar January 2014 - June 2014
Right at School July 2013 - August 2013
Navman Wireless February 2011 - November 2012
liQuidprint February 2010 - December 2010
CDW December 2008 - November 2009
Skills
Salesforce.com, Sales Operations, Account Management, Sales, Lead Generation, SaaS, Customer Service, Human Resources, Cold Calling, CRM, Microsoft Office, Sales Administration, SAP, Customer Analysis, Recruiting, Solution Selling, Business Development, Management, Training, Sales Management, Public Speaking, Leadership, HRIS, HRIS Database Management
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Human Resources (MSHR), Human Resources Management/Personnel Administration, General
DePaul University
Bachelor of Arts (B.A.), International/Global Studies
Morningstar January 2014 - June 2014
Right at School July 2013 - August 2013
Navman Wireless February 2011 - November 2012
liQuidprint February 2010 - December 2010
CDW December 2008 - November 2009
Skills
Salesforce.com, Sales Operations, Account Management, Sales, Lead Generation, SaaS, Customer Service, Human Resources, Cold Calling, CRM, Microsoft Office, Sales Administration, SAP, Customer Analysis, Recruiting, Solution Selling, Business Development, Management, Training, Sales Management, Public Speaking, Leadership, HRIS, HRIS Database Management
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2015
Master of Science in Human Resources (MSHR), Human Resources Management/Personnel Administration, General
DePaul University
Bachelor of Arts (B.A.), International/Global Studies
Kunaal Daryanani Kunaal Daryanani's Morningstar Experience October 2014 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
Morningstar July 2013 - October 2014
Morningstar November 2011 - June 2013
SmithBucklin November 2010 - November 2011
Shepard Schwartz & Harris LLP January 2010 - April 2010
Skills
Microsoft Office, Photoshop, Customer Service, Accounting, Accounts Payable, Financial Statements, Balance, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, Accounts Receivable, General Ledger, Auditing, Oracle Applications, Cash Sales, Real Estate, Journal Entries, Nonprofits, Management, Tax, GAAP
Education
DePaul University 2009 — 2013
Bachelor's, Accountancy, Real Estate, 3.5 GPA
Morningstar October 2014 - Present
Morningstar July 2013 - October 2014
Morningstar November 2011 - June 2013
SmithBucklin November 2010 - November 2011
Shepard Schwartz & Harris LLP January 2010 - April 2010
Skills
Microsoft Office, Photoshop, Customer Service, Accounting, Accounts Payable, Financial Statements, Balance, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, Accounts Receivable, General Ledger, Auditing, Oracle Applications, Cash Sales, Real Estate, Journal Entries, Nonprofits, Management, Tax, GAAP
Education
DePaul University 2009 — 2013
Bachelor's, Accountancy, Real Estate, 3.5 GPA
Zach Bates's Morningstar Experience April 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Business Supplies and Equipment
Experience
Morningstar April 2015 - Present
Morningstar May 2014 - April 2015
Aramark Refreshment Services April 2013 - April 2014
Konica Minolta Business Solutions U.S.A., Inc. June 2012 - April 2013
DePaul University September 2010 - May 2012
Miroballi Shoes January 2008 - June 2010
Skills
Word, Excel, Social Media, Problem Solving, Writing, Singing, Rock Climbing, Microsoft Word, Microsoft Excel, Event Planning, Sales, Management, Social Networking, Facebook, Marketing, Sales Operations, Customer Service, Sales Process, Product Development, Leadership, Microsoft Office
Education
DePaul University 2008 — 2012
Bachelors of Science in Commerce, Marketing, Management
Wheaton Warrenville South
Morningstar April 2015 - Present
Morningstar May 2014 - April 2015
Aramark Refreshment Services April 2013 - April 2014
Konica Minolta Business Solutions U.S.A., Inc. June 2012 - April 2013
DePaul University September 2010 - May 2012
Miroballi Shoes January 2008 - June 2010
Skills
Word, Excel, Social Media, Problem Solving, Writing, Singing, Rock Climbing, Microsoft Word, Microsoft Excel, Event Planning, Sales, Management, Social Networking, Facebook, Marketing, Sales Operations, Customer Service, Sales Process, Product Development, Leadership, Microsoft Office
Education
DePaul University 2008 — 2012
Bachelors of Science in Commerce, Marketing, Management
Wheaton Warrenville South
Christine Buck's Morningstar Experience January 2008 - March 2012
Job B2B Product Marketing & Brand Executive | Value Creator | Digital Strategist | Global Experience
Industry Marketing and Advertising
Experience
Accenture April 2012 - October 2014
Morningstar January 2008 - March 2012
Chicago Arts Partnerships in Education September 2004 - January 2011
Morningstar February 2005 - 2008
Bank of America (Formerly Sanwa Bank) February 1999 - November 2004
Microsoft Corporation- Dublin, Ireland March 1994 - April 1996
Education
The University of Georgia 1991 — 1994
B.A., Dual Major: Anthropology, French
Presenting Data and Information: A One Day Course Taught by Edward Tufte 2013 — 2013
Continuting Education: Data Visualization, Information Design
The University of Chicago 2008 — 2008
Continuing Education, Brand Strategy and Management
DePaul University 1998 — 2000
Advanced Accounting and Financial Analysis I, II
Université Paris-Sorbonne 1991 — 1991
Scholarship Recipient for Immersion Program, French Literature, History
Accenture April 2012 - October 2014
Morningstar January 2008 - March 2012
Chicago Arts Partnerships in Education September 2004 - January 2011
Morningstar February 2005 - 2008
Bank of America (Formerly Sanwa Bank) February 1999 - November 2004
Microsoft Corporation- Dublin, Ireland March 1994 - April 1996
Education
The University of Georgia 1991 — 1994
B.A., Dual Major: Anthropology, French
Presenting Data and Information: A One Day Course Taught by Edward Tufte 2013 — 2013
Continuting Education: Data Visualization, Information Design
The University of Chicago 2008 — 2008
Continuing Education, Brand Strategy and Management
DePaul University 1998 — 2000
Advanced Accounting and Financial Analysis I, II
Université Paris-Sorbonne 1991 — 1991
Scholarship Recipient for Immersion Program, French Literature, History
Samuel Kasserman Samuel Kasserman's Morningstar Experience June 2010 - June 2013
Job ILR Dean's Fellow at Cornell University
Industry Human Resources
Experience
Corning Incorporated June 2015 - August 2015
Apple September 2013 - December 2014
Morningstar June 2010 - June 2013
Morningstar July 2009 - May 2010
Skills
Economics, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Morningstar Direct, Valuation, Asset Management, Analysis, Asset Allocation, Financial Markets, Finance, Corporate Finance, Capital Markets, Investments, Mutual Funds, Bloomberg
Education
Cornell University ILR School 2015 — 2015
Labor and Industrial Relations
University of Chicago - Booth School of Business 2011 — 2013
MBA, Operations Management and Supervision, General Management, Economics
University of Chicago 2005 — 2009
BA, International Political Economy
Corning Incorporated June 2015 - August 2015
Apple September 2013 - December 2014
Morningstar June 2010 - June 2013
Morningstar July 2009 - May 2010
Skills
Economics, Financial Modeling, Equities, Portfolio Management, Financial Analysis, Morningstar Direct, Valuation, Asset Management, Analysis, Asset Allocation, Financial Markets, Finance, Corporate Finance, Capital Markets, Investments, Mutual Funds, Bloomberg
Education
Cornell University ILR School 2015 — 2015
Labor and Industrial Relations
University of Chicago - Booth School of Business 2011 — 2013
MBA, Operations Management and Supervision, General Management, Economics
University of Chicago 2005 — 2009
BA, International Political Economy
Philip S. Doctor Philip S. Doctor's Morningstar Experience May 2012 - July 2013
Job Backend Technical Lead at DataStax
Industry Computer Software
Experience
DataStax February 2014 - Present
OpinionLab August 2013 - February 2014
Morningstar May 2012 - July 2013
nPhase, LLC July 2010 - May 2012
Federal Reserve Bank of Chicago, Economic Research May 2004 - July 2010
University of Chicago June 2007 - June 2007
Consultant for Joseph P. Ferrie August 2006 - August 2006
US Census Bureau, Chicago Census Research Data Center August 2003 - April 2004
Argonne National Laboratory June 2003 - April 2004
University of Chicago for Steve Levitt June 2003 - November 2003
Skills
Cassandra, Clojure, Python, SQL, C#, Databases, Git, JavaScript, Java, Microsoft SQL Server, Web Services, .NET, Eclipse, C++, Testing, SAS, C, Matlab, Statistics, Data Mining, ClojureScript, Analysis, R, Economics, Stata, Data Analysis, Statistical Modeling, Econometrics, MySQL, Service Oriented..., Economic Statistics, Functional Programming, Perl
Education
DePaul University 2007 — 2010
MS Software Engineering, Software Architecture
The University of Chicago 1999 — 2003
BA, Economics
DataStax February 2014 - Present
OpinionLab August 2013 - February 2014
Morningstar May 2012 - July 2013
nPhase, LLC July 2010 - May 2012
Federal Reserve Bank of Chicago, Economic Research May 2004 - July 2010
University of Chicago June 2007 - June 2007
Consultant for Joseph P. Ferrie August 2006 - August 2006
US Census Bureau, Chicago Census Research Data Center August 2003 - April 2004
Argonne National Laboratory June 2003 - April 2004
University of Chicago for Steve Levitt June 2003 - November 2003
Skills
Cassandra, Clojure, Python, SQL, C#, Databases, Git, JavaScript, Java, Microsoft SQL Server, Web Services, .NET, Eclipse, C++, Testing, SAS, C, Matlab, Statistics, Data Mining, ClojureScript, Analysis, R, Economics, Stata, Data Analysis, Statistical Modeling, Econometrics, MySQL, Service Oriented..., Economic Statistics, Functional Programming, Perl
Education
DePaul University 2007 — 2010
MS Software Engineering, Software Architecture
The University of Chicago 1999 — 2003
BA, Economics
Kathleen Chambers's Morningstar Experience January 2011 - May 2011
Job Business Management Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - December 2014
J.P. Morgan July 2011 - May 2013
Morningstar January 2011 - May 2011
J.P. Morgan June 2010 - August 2010
Basic Boutique April 2010 - June 2010
Chicago Housing Authority September 2009 - April 2010
Skills
Strategy Execution, Data Analysis, Project Management, Microsoft Excel, Marketing, PowerPoint, Organizational..., Risk Management, Cost Reduction, Business Analysis, SharePoint, Time Management, Social Media, Social Media Marketing, Operational Control, HIPAA, Analytic Reporting, Employee Engagement, Corporate Strategy..., Strategy
Education
DePaul University 2007 — 2011
Bachelor of Science, College of Commerce, E-Business and Management
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - December 2014
J.P. Morgan July 2011 - May 2013
Morningstar January 2011 - May 2011
J.P. Morgan June 2010 - August 2010
Basic Boutique April 2010 - June 2010
Chicago Housing Authority September 2009 - April 2010
Skills
Strategy Execution, Data Analysis, Project Management, Microsoft Excel, Marketing, PowerPoint, Organizational..., Risk Management, Cost Reduction, Business Analysis, SharePoint, Time Management, Social Media, Social Media Marketing, Operational Control, HIPAA, Analytic Reporting, Employee Engagement, Corporate Strategy..., Strategy
Education
DePaul University 2007 — 2011
Bachelor of Science, College of Commerce, E-Business and Management
Susie Alvarez's Morningstar Experience February 2011 - May 2012
Job Marketing Solutions Consultant at Covalent Marketing
Industry Marketing and Advertising
Experience
Covalent Marketing May 2014 - Present
The NPD Group June 2012 - April 2014
Erudite Consulting March 2012 - June 2012
Morningstar February 2011 - May 2012
Infogix July 2010 - February 2011
TH Rogers 2008 - 2008
Skills
Quantitative Research, Marketing, Qualitative Research, Marketing Research, Quantitative Analytics, Perceptual Mapping, Product Management, Project Management, Spanish, Regression Analysis, Competitive Intelligence, Cluster Analysis, Survey Design, Lean Startup, Stata, Factor Analysis, Conjoint Analysis, Marketing Operations, Silverpop, Teradata, Educational Leadership, IBM Enterprise..., Integrated Marketing..., Marketing Strategy
Education
DePaul University 2009 — 2012
Bachelor of Science in Commerce, Driehaus College of Business- Honors Integrated Marketing & Economics
Second City
Covalent Marketing May 2014 - Present
The NPD Group June 2012 - April 2014
Erudite Consulting March 2012 - June 2012
Morningstar February 2011 - May 2012
Infogix July 2010 - February 2011
TH Rogers 2008 - 2008
Skills
Quantitative Research, Marketing, Qualitative Research, Marketing Research, Quantitative Analytics, Perceptual Mapping, Product Management, Project Management, Spanish, Regression Analysis, Competitive Intelligence, Cluster Analysis, Survey Design, Lean Startup, Stata, Factor Analysis, Conjoint Analysis, Marketing Operations, Silverpop, Teradata, Educational Leadership, IBM Enterprise..., Integrated Marketing..., Marketing Strategy
Education
DePaul University 2009 — 2012
Bachelor of Science in Commerce, Driehaus College of Business- Honors Integrated Marketing & Economics
Second City
Beatrice Au's Morningstar Experience August 2000 - March 2002
Job Sr. Program Manager at Amazon
Industry Information Technology and Services
Experience
Amazon October 2013 - Present
Amazon Web Services October 2010 - October 2013
Amazon Web Services July 2009 - October 2010
Washington Mutual 2008 - 2008
Wells Fargo Alternative Asset Management April 2005 - December 2006
Wells Fargo Investments July 2002 - April 2005
Morningstar August 2000 - March 2002
Skills
Cross-functional Team..., Product Management, Analytics, Business Planning, Financial Modeling, Cloud Computing, Program Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Dartmouth College 1995 — 1999
Bachelor of Arts (BA)
Amazon October 2013 - Present
Amazon Web Services October 2010 - October 2013
Amazon Web Services July 2009 - October 2010
Washington Mutual 2008 - 2008
Wells Fargo Alternative Asset Management April 2005 - December 2006
Wells Fargo Investments July 2002 - April 2005
Morningstar August 2000 - March 2002
Skills
Cross-functional Team..., Product Management, Analytics, Business Planning, Financial Modeling, Cloud Computing, Program Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Dartmouth College 1995 — 1999
Bachelor of Arts (BA)
James Walden James Walden's Morningstar Experience 2004 - 2008
Job Director of Portfolio Management at Clayton Financial Services, Inc.
Industry Financial Services
Experience
Clayton Financial Services, Inc. June 2013 - Present
Sterling Capital Management August 2008 - May 2013
Morningstar 2004 - 2008
CIGNA Investment Management July 2003 - April 2004
OppenheimerFunds 2000 - 2001
Deloitte & Touche LLP 1997 - 1999
Skills
Investments, Equity Research, Equities, Financial Modeling, Valuation, Asset Managment, Investment Management, Financial Analysis, Portfolio Management, Competitive Analysis, Mutual Funds, Corporate Finance, Accounting, Financial Accounting, Report Writing, Personal Finance, Capital Markets, Fixed Income, Microsoft Office, Bloomberg, Analysis, Morningstar Direct, Finance, Investment Strategies, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Indiana University Bloomington 1993 — 1997
BS, Business (Accounting)
Clayton Financial Services, Inc. June 2013 - Present
Sterling Capital Management August 2008 - May 2013
Morningstar 2004 - 2008
CIGNA Investment Management July 2003 - April 2004
OppenheimerFunds 2000 - 2001
Deloitte & Touche LLP 1997 - 1999
Skills
Investments, Equity Research, Equities, Financial Modeling, Valuation, Asset Managment, Investment Management, Financial Analysis, Portfolio Management, Competitive Analysis, Mutual Funds, Corporate Finance, Accounting, Financial Accounting, Report Writing, Personal Finance, Capital Markets, Fixed Income, Microsoft Office, Bloomberg, Analysis, Morningstar Direct, Finance, Investment Strategies, Asset Management
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Indiana University Bloomington 1993 — 1997
BS, Business (Accounting)
Jarrett Abraham's Morningstar Experience October 2011 - June 2012
Job Knowledge Analyst at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group Credit Portfolio ManagerNorthern Trust CorporationAugust 2012 - July 2015
Northern Trust Corporation August 2012 - September 2013
Morningstar October 2011 - June 2012
Saica Group June 2011 - September 2011
UBS September 2010 - June 2011
Jameson Real Estate May 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg Terminal, Microsoft Word, Credit Analysis, Strategic Planning, Risk Assessment
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance
Cranbrook Kingswood 2004 — 2008
The Boston Consulting Group Credit Portfolio ManagerNorthern Trust CorporationAugust 2012 - July 2015
Northern Trust Corporation August 2012 - September 2013
Morningstar October 2011 - June 2012
Saica Group June 2011 - September 2011
UBS September 2010 - June 2011
Jameson Real Estate May 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg Terminal, Microsoft Word, Credit Analysis, Strategic Planning, Risk Assessment
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance
Cranbrook Kingswood 2004 — 2008
Anne McCurdy Savage Anne McCurdy Savage's Morningstar Experience July 2013 - October 2014
Job Project Manager at Grosvenor Capital Management
Industry Financial Services
Experience
GCM Grosvenor October 2014 - Present
Morningstar July 2013 - October 2014
YJT Solutions October 2012 - July 2013
YJT Solutions February 2011 - July 2013
YJT Solutions February 2010 - September 2012
Education
DePaul University 2007 — 2010
Bachelor of Art, English
Northern Illinois University 2007 — 2007
GCM Grosvenor October 2014 - Present
Morningstar July 2013 - October 2014
YJT Solutions October 2012 - July 2013
YJT Solutions February 2011 - July 2013
YJT Solutions February 2010 - September 2012
Education
DePaul University 2007 — 2010
Bachelor of Art, English
Northern Illinois University 2007 — 2007
Kyra Jacobs Foster's Morningstar Experience July 2014 - Present
Job Director of Design Operations at Morningstar
Industry Design
Experience
Morningstar July 2014 - Present
Skills
Graphic Design, User Interface Design, Usability, Information Architecture, Web Design, Typography, Information Design, Usability Testing, Interaction Design, User Experience, Adobe Creative Suite, InDesign, Art Direction, Illustrator, Branding & Identity, Creative Direction, Product Design, User Experience Design, User-centered Design, Design Strategy, Wireframes, User Interface, Mobile Design, Design Thinking, Layout, Card Sorting, Experience Design, Concept Development, Management, Team Leadership, Team Motivation, Agile Methodologies
Education
DePaul University 2001 — 2005
Master of Science
University of Illinois at Chicago 1994 — 1996
Non-degree
Wheaton College (MA) 1990 — 1993
BA
Kenyon College 1988 — 1989
None
Hopkins School 1982 — 1988
High School
Morningstar July 2014 - Present
Skills
Graphic Design, User Interface Design, Usability, Information Architecture, Web Design, Typography, Information Design, Usability Testing, Interaction Design, User Experience, Adobe Creative Suite, InDesign, Art Direction, Illustrator, Branding & Identity, Creative Direction, Product Design, User Experience Design, User-centered Design, Design Strategy, Wireframes, User Interface, Mobile Design, Design Thinking, Layout, Card Sorting, Experience Design, Concept Development, Management, Team Leadership, Team Motivation, Agile Methodologies
Education
DePaul University 2001 — 2005
Master of Science
University of Illinois at Chicago 1994 — 1996
Non-degree
Wheaton College (MA) 1990 — 1993
BA
Kenyon College 1988 — 1989
None
Hopkins School 1982 — 1988
High School
Jim Ekstrand's Morningstar Experience January 2013 - May 2013
Job Senior Product Manager, Commodities & Energy at Interactive Data
Industry Computer Software
Experience
Interactive Data May 2013 - Present
Morningstar January 2013 - May 2013
Morningstar March 2012 - December 2012
Morningstar July 2011 - March 2012
Interactive Data August 1999 - July 2011
Skills
Product Management, Market Data, Financial Markets, Software Development
Education
DePaul University
Lewis University
Interactive Data May 2013 - Present
Morningstar January 2013 - May 2013
Morningstar March 2012 - December 2012
Morningstar July 2011 - March 2012
Interactive Data August 1999 - July 2011
Skills
Product Management, Market Data, Financial Markets, Software Development
Education
DePaul University
Lewis University
Kimberly Hirsch's Morningstar Experience June 2013 - Present
Job Director of Project Management at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar Associates June 2012 - May 2013
Morningstar Associates February 2011 - July 2012
Morningstar Associates August 2005 - February 2011
Morningstar Associates June 2004 - August 2005
Skills
Business Analysis, SQL, Software Project..., Financial Services, Relationship Management, Team Leadership, Project Management, Retirement, Management, Agile Methodologies
Education
DePaul University 2002 — 2005
MS, Information Systems with minor in IT Project Management
Purdue University 1997 — 2001
BS, Business Management with a Minor in MIS
Morningstar June 2013 - Present
Morningstar Associates June 2012 - May 2013
Morningstar Associates February 2011 - July 2012
Morningstar Associates August 2005 - February 2011
Morningstar Associates June 2004 - August 2005
Skills
Business Analysis, SQL, Software Project..., Financial Services, Relationship Management, Team Leadership, Project Management, Retirement, Management, Agile Methodologies
Education
DePaul University 2002 — 2005
MS, Information Systems with minor in IT Project Management
Purdue University 1997 — 2001
BS, Business Management with a Minor in MIS
Jane F. Fitzpatrick's Morningstar Experience May 2013 - Present
Job Technology, Director Human Resources at Morningstar
Industry Information Technology and Services
Experience
Morningstar May 2013 - Present
Morningstar March 2000 - Present
LaSalle, Bank FSB May 1998 - March 2000
Citibank April 1986 - May 1998
Skills
Recruiting, Employee Relations, Performance Management, Compensation & Benefit, Microsoft Excel, Microsoft Word, Workday, Outlook, Sales, Succession Planning, Strategic Planning, Operations Management, Banking, Management, Strategy, Training, Coaching, Human Resources, Deferred Compensation, Finance, Portfolio Management
Education
DePaul University
Morningstar May 2013 - Present
Morningstar March 2000 - Present
LaSalle, Bank FSB May 1998 - March 2000
Citibank April 1986 - May 1998
Skills
Recruiting, Employee Relations, Performance Management, Compensation & Benefit, Microsoft Excel, Microsoft Word, Workday, Outlook, Sales, Succession Planning, Strategic Planning, Operations Management, Banking, Management, Strategy, Training, Coaching, Human Resources, Deferred Compensation, Finance, Portfolio Management
Education
DePaul University
Effie Taggio's Morningstar Experience September 2007 - September 2010
Job Client Management and Inside Sales Manager at Morningstar Canada
Industry Financial Services
Experience
Morningstar, Inc October 2010 - September 2014
Morningstar September 2007 - September 2010
Morningstar May 2006 - September 2007
Skills
Sales, Team Management, Marketing, Management, Marketing Management, Training, Selling, Customer Retention, Salesforce.com, Competitive Analysis, Marketing Strategy, Market Research, Sales Management, CRM, Direct Marketing, Business Development, Lead Generation, Cold Calling, Sales Process, Email Marketing, Product Marketing, Sales Operations
Education
DePaul University 2002 — 2006
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Sales Concentration
DePaul University 2002 — 2006
Bachelor of Science, Business Administration and Management, General
Addison Trail High School
Morningstar, Inc October 2010 - September 2014
Morningstar September 2007 - September 2010
Morningstar May 2006 - September 2007
Skills
Sales, Team Management, Marketing, Management, Marketing Management, Training, Selling, Customer Retention, Salesforce.com, Competitive Analysis, Marketing Strategy, Market Research, Sales Management, CRM, Direct Marketing, Business Development, Lead Generation, Cold Calling, Sales Process, Email Marketing, Product Marketing, Sales Operations
Education
DePaul University 2002 — 2006
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Sales Concentration
DePaul University 2002 — 2006
Bachelor of Science, Business Administration and Management, General
Addison Trail High School
Diana Velasquez's Morningstar Experience May 2014 - Present
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar May 2013 - Present
Morningstar February 2012 - May 2013
Morningstar, Inc. July 2010 - April 2013
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Wealth Management, Valuation, Investment Advisory, Series 7, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Morningstar Direct, Financial Services, Financial Markets, Financial Advisory
Education
University of Miami - School of Business 2000 — 2002
Masters, Business
DePaul University 1989 — 1994
Bachelor of Commerce (B.Com.), Finance, General
Morningstar May 2014 - Present
Morningstar May 2013 - Present
Morningstar February 2012 - May 2013
Morningstar, Inc. July 2010 - April 2013
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Wealth Management, Valuation, Investment Advisory, Series 7, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Morningstar Direct, Financial Services, Financial Markets, Financial Advisory
Education
University of Miami - School of Business 2000 — 2002
Masters, Business
DePaul University 1989 — 1994
Bachelor of Commerce (B.Com.), Finance, General
Anil Murjani's Morningstar Experience 2001 - 2004
Job Business Intelligence Architect at Sims Recycling Solutions
Industry Computer Software
Experience
Sims Recycling Solutions January 2013 - Present
Protiviti Inc. Chicago 2007 - Present
Protiviti Inc. 2007 - Present
Protiviti January 2010 - December 2012
Avanade Inc. 2005 - 2007
Morningstar 2001 - 2004
Extended Care Inc. 2000 - 2001
John Deere 1995 - 1999
John Deere Health 1995 - 1999
Transtech 1992 - 1995
Skills
Business Analysis, Business Intelligence, Information Technology, SQL, Databases, Consulting, Microsoft SQL Server, .NET, Agile Methodologies, Requirements Analysis, Cloud Computing, Enterprise Architecture, Software Development, Business Process, Project Management, SSIS, SDLC, Cognos, Solution Architecture, Vendor Management, Data Management, OLAP
Education
Delhi University 1973 — 1976
Sims Recycling Solutions January 2013 - Present
Protiviti Inc. Chicago 2007 - Present
Protiviti Inc. 2007 - Present
Protiviti January 2010 - December 2012
Avanade Inc. 2005 - 2007
Morningstar 2001 - 2004
Extended Care Inc. 2000 - 2001
John Deere 1995 - 1999
John Deere Health 1995 - 1999
Transtech 1992 - 1995
Skills
Business Analysis, Business Intelligence, Information Technology, SQL, Databases, Consulting, Microsoft SQL Server, .NET, Agile Methodologies, Requirements Analysis, Cloud Computing, Enterprise Architecture, Software Development, Business Process, Project Management, SSIS, SDLC, Cognos, Solution Architecture, Vendor Management, Data Management, OLAP
Education
Delhi University 1973 — 1976
Amit Dalal's Morningstar Experience June 2013 - Present
Job Key Account Manager at Morningstar
Industry Banking
Experience
Morningstar June 2013 - Present
Northern Trust October 2008 - June 2013
Northern Trust November 2005 - October 2008
Northern Trust October 2004 - November 2005
Northern Trust March 2003 - October 2004
Northern Trust June 2001 - March 2003
Skills
Investments, Financial Services, Account Management, Vendor Management, Sales, Accounting, Project Management, Business Development, Financial Reporting, Strategic Planning, Morningstar Direct, Morningstar, Management, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1997 — 2001
Bachelor of Science, Finance
Morningstar June 2013 - Present
Northern Trust October 2008 - June 2013
Northern Trust November 2005 - October 2008
Northern Trust October 2004 - November 2005
Northern Trust March 2003 - October 2004
Northern Trust June 2001 - March 2003
Skills
Investments, Financial Services, Account Management, Vendor Management, Sales, Accounting, Project Management, Business Development, Financial Reporting, Strategic Planning, Morningstar Direct, Morningstar, Management, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
DePaul University 1997 — 2001
Bachelor of Science, Finance
Kate Travnik's Morningstar Experience 2006 - 2007
Job Senior Consultant at Clerestory Consulting
Industry Management Consulting
Experience
Clerestory Consulting LLC 2015 - Present
DePaul University, Stewardship and Donor Relations 2013 - 2015
DePaul University, Academic Affairs 2011 - 2013
Northern Trust 2010 - 2011
Northern Trust 2008 - 2010
Equity Residential July 2007 - November 2007
Morningstar 2006 - 2007
Skills
Proposal Development, Data Analysis, Financial Analysis, Budget Monitoring, Relationship Management, Process Improvement, Strategic Planning, Project Management, Collaborative Problem..., Management, Sales, CRM, Event Planning, Social Media, Microsoft Office, Public Speaking, Accounting, Due Diligence, Nonprofits
Education
DePaul University
Master of Business Administration (M.B.A.)
Loyola University of Chicago
Bachelor of Business Administration (BBA), Finance, Spanish
Loyola University Rome Center
Clerestory Consulting LLC 2015 - Present
DePaul University, Stewardship and Donor Relations 2013 - 2015
DePaul University, Academic Affairs 2011 - 2013
Northern Trust 2010 - 2011
Northern Trust 2008 - 2010
Equity Residential July 2007 - November 2007
Morningstar 2006 - 2007
Skills
Proposal Development, Data Analysis, Financial Analysis, Budget Monitoring, Relationship Management, Process Improvement, Strategic Planning, Project Management, Collaborative Problem..., Management, Sales, CRM, Event Planning, Social Media, Microsoft Office, Public Speaking, Accounting, Due Diligence, Nonprofits
Education
DePaul University
Master of Business Administration (M.B.A.)
Loyola University of Chicago
Bachelor of Business Administration (BBA), Finance, Spanish
Loyola University Rome Center
Patrick Locke's Morningstar Experience December 2009 - September 2011
Job Solution Architect at Slalom Consulting
Industry Computer Software
Experience
Slalom Consulting September 2011 - Present
Morningstar December 2009 - September 2011
Canopy Financial April 2009 - November 2009
CMMS Data Group February 2008 - February 2009
Infosys July 2007 - January 2008
MedPoint Communications May 2007 - July 2007
Skills
Android, Xamarin, AngularJS, .NET, C#, JavaScript, jQuery, HTML, ASP.NET, Microsoft SQL Server, MySQL, Java, PHP, SQL, Software Development, WCF, Agile Methodologies, Web Applications, Oracle, Spring, REST, CSS, SDLC, Web Development
Education
DePaul University 2012 — 2014
Master's Degree, Software Engineering - Software Architecture
Purdue University 2002 — 2007
Bachelor of Science, Computer and Information Technology
Slalom Consulting September 2011 - Present
Morningstar December 2009 - September 2011
Canopy Financial April 2009 - November 2009
CMMS Data Group February 2008 - February 2009
Infosys July 2007 - January 2008
MedPoint Communications May 2007 - July 2007
Skills
Android, Xamarin, AngularJS, .NET, C#, JavaScript, jQuery, HTML, ASP.NET, Microsoft SQL Server, MySQL, Java, PHP, SQL, Software Development, WCF, Agile Methodologies, Web Applications, Oracle, Spring, REST, CSS, SDLC, Web Development
Education
DePaul University 2012 — 2014
Master's Degree, Software Engineering - Software Architecture
Purdue University 2002 — 2007
Bachelor of Science, Computer and Information Technology
Dat Le's Morningstar Experience May 2004 - March 2011
Job Software Consultant
Industry Financial Services
Experience
Rising Medical Solutions February 2015 - Present
The American Society of Clinical Pathology June 2014 - October 2014
SurePayroll January 2014 - May 2014
Rising Medical Solutions August 2012 - January 2014
West Monroe Partners March 2011 - June 2012
Morningstar May 2004 - March 2011
US Army September 1998 - November 2000
Skills
C#, SQL, .NET, ASP.NET, Data Warehousing, XML, ASP.NET MVC, jQuery, Entity Framework, Web Applications, MVC, Microsoft SQL Server, TFS, Architectures, Architecture, Agile Methodologies
Education
DePaul University 2001 — 2006
M.S., Software Engineering
University of Illinois at Urbana-Champaign 1991 — 1996
B.S., Mechanical Engineering
Rising Medical Solutions February 2015 - Present
The American Society of Clinical Pathology June 2014 - October 2014
SurePayroll January 2014 - May 2014
Rising Medical Solutions August 2012 - January 2014
West Monroe Partners March 2011 - June 2012
Morningstar May 2004 - March 2011
US Army September 1998 - November 2000
Skills
C#, SQL, .NET, ASP.NET, Data Warehousing, XML, ASP.NET MVC, jQuery, Entity Framework, Web Applications, MVC, Microsoft SQL Server, TFS, Architectures, Architecture, Agile Methodologies
Education
DePaul University 2001 — 2006
M.S., Software Engineering
University of Illinois at Urbana-Champaign 1991 — 1996
B.S., Mechanical Engineering
Cesar Ponce's Morningstar Experience October 2013 - May 2014
Job IS Financial Analyst at Anixter
Industry Financial Services
Experience
Anixter August 2014 - Present
Morningstar October 2013 - May 2014
Spencer Stuart February 2008 - March 2013
Mortons of Chicago June 2006 - October 2007
Mortons of Chicago September 2004 - January 2006
DePaul University 2005 - 2006
DePaul University 2004 - 2006
DePaul University 2003 - 2006
DePaul University 2003 - 2006
DePaul University 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Finance, Financial Modeling, Leadership, Microsoft Excel, Variance Analysis, Microsoft Word
Education
DePaul University 2002 — 2006
BS, Finance
Anixter August 2014 - Present
Morningstar October 2013 - May 2014
Spencer Stuart February 2008 - March 2013
Mortons of Chicago June 2006 - October 2007
Mortons of Chicago September 2004 - January 2006
DePaul University 2005 - 2006
DePaul University 2004 - 2006
DePaul University 2003 - 2006
DePaul University 2003 - 2006
DePaul University 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Accounting, Forecasting, Finance, Financial Modeling, Leadership, Microsoft Excel, Variance Analysis, Microsoft Word
Education
DePaul University 2002 — 2006
BS, Finance
Hap Bryant's Morningstar Experience March 1998 - March 2001
Job Director of Continuing and Professional Education at DePaul
Industry Education Management
Experience
DePaul January 2008 - Present
Lipman Hearne July 2003 - December 2007
Kobliner Communications April 2001 - October 2001
Morningstar March 1998 - March 2001
The Greenville News July 1989 - June 1990
Skills
Strategy, Non-profits, Marketing Strategy, Brand Development, Management, Higher Education..., Continuing Education, Mutual Funds, Strategic Planning, Advertising, Nonprofits, Marketing Research, Higher Education, Integrated Marketing, Market Research, Marketing, Program Management, Public Speaking, Leadership, Writing
Education
Duke University 1990 — 1997
Ph D, History
Davidson College 1985 — 1989
B.A., History
DePaul January 2008 - Present
Lipman Hearne July 2003 - December 2007
Kobliner Communications April 2001 - October 2001
Morningstar March 1998 - March 2001
The Greenville News July 1989 - June 1990
Skills
Strategy, Non-profits, Marketing Strategy, Brand Development, Management, Higher Education..., Continuing Education, Mutual Funds, Strategic Planning, Advertising, Nonprofits, Marketing Research, Higher Education, Integrated Marketing, Market Research, Marketing, Program Management, Public Speaking, Leadership, Writing
Education
Duke University 1990 — 1997
Ph D, History
Davidson College 1985 — 1989
B.A., History
Alan Mui's Morningstar Experience 2000 - 2005
Job Senior Windows Systems Engineer at Thomson Reuters
Industry Computer Networking
Experience
Thomson Reuters July 2011 - Present
ADM Investor Services September 2010 - July 2011
Thomson Reuters October 2008 - September 2010
The Nielsen Company 2005 - 2007
Morningstar 2000 - 2005
Skills
Active Directory, VMware, Windows Server, Servers, Virtualization, SharePoint, Cisco Technologies, Security, Microsoft SQL Server, Disaster Recovery, SDLC, Firewalls, Microsoft Exchange, DNS, IIS, System Administration, Linux, IT Strategy, Network Administration, TCP/IP, Mac OS, Networking
Education
Northwestern University 2006 — 2008
Master, MA, Information Technology
DePaul University 2001 — 2004
Bachelor, BA, E-Commerce Technology
Thomson Reuters July 2011 - Present
ADM Investor Services September 2010 - July 2011
Thomson Reuters October 2008 - September 2010
The Nielsen Company 2005 - 2007
Morningstar 2000 - 2005
Skills
Active Directory, VMware, Windows Server, Servers, Virtualization, SharePoint, Cisco Technologies, Security, Microsoft SQL Server, Disaster Recovery, SDLC, Firewalls, Microsoft Exchange, DNS, IIS, System Administration, Linux, IT Strategy, Network Administration, TCP/IP, Mac OS, Networking
Education
Northwestern University 2006 — 2008
Master, MA, Information Technology
DePaul University 2001 — 2004
Bachelor, BA, E-Commerce Technology
Dione Branch's Morningstar Experience July 1999 - Present
Job Database Administrator at Morningstar
Industry Information Technology and Services
Experience
Morningstar July 1999 - Present
BP Amoco June 1994 - July 1999
Skills
Databases, ASP.NET, Microsoft SQL Server, JavaScript, T-SQL, SQL, Agile Methodologies, Database Administration, SDLC, Database Design, Team Leadership, Access, Microsoft Word
Education
DePaul University 2001 — 2003
MS, Ecommerce
DeVry Institute 1988 — 1991
BS, Information Technology
Western Illinois University 1986 — 1988
Accounting
Morningstar July 1999 - Present
BP Amoco June 1994 - July 1999
Skills
Databases, ASP.NET, Microsoft SQL Server, JavaScript, T-SQL, SQL, Agile Methodologies, Database Administration, SDLC, Database Design, Team Leadership, Access, Microsoft Word
Education
DePaul University 2001 — 2003
MS, Ecommerce
DeVry Institute 1988 — 1991
BS, Information Technology
Western Illinois University 1986 — 1988
Accounting
Michael Gaiden, CPA, CFA's Morningstar Experience March 2010 - March 2011
Job Analytics for Improved Decisions
Industry Investment Management
Experience
Robert W. Baird & Co. April 2011 - Present
Morningstar March 2010 - March 2011
Stark Investments June 2007 - November 2009
Ritchie Capital Management / Newberry Capital February 2003 - June 2007
William Blair and Company 2001 - 2003
divine interVentures, inc. 2000 - 2001
PricewaterhouseCoopers LLP July 1998 - March 2000
Skills
Financial Forecasting, Accounting, Internal Controls, Risk Management, Risk Assessment, Statistical Modeling, Scenario Analysis, Valuation, Due Diligence, Macroeconomics, Equities, Financial Modeling, Portfolio Management, Investments, Private Equity, Hedge Funds, Capital Markets, Financial Analysis, Finance, Bloomberg, Analysis, Strategy, Trading, Fixed Income, Equity Research, Management, Asset Management, Corporate Finance, Financial Risk, Securities, Mergers, Derivatives, Alternative Investments, Business Analysis, Investment Banking, Forecasting, Investment Management, Equity Valuation, Options, Hedging, Financial Markets, Analytics, Commodity, Bonds
Education
The University of Chicago 2003 — 2006
MBA with honors, Finance, Econometrics, Operations, and Marketing
DePaul University 1995 — 1998
Bachelor's Degree (Summa cum Laude), Accounting and Finance double-major
Robert W. Baird & Co. April 2011 - Present
Morningstar March 2010 - March 2011
Stark Investments June 2007 - November 2009
Ritchie Capital Management / Newberry Capital February 2003 - June 2007
William Blair and Company 2001 - 2003
divine interVentures, inc. 2000 - 2001
PricewaterhouseCoopers LLP July 1998 - March 2000
Skills
Financial Forecasting, Accounting, Internal Controls, Risk Management, Risk Assessment, Statistical Modeling, Scenario Analysis, Valuation, Due Diligence, Macroeconomics, Equities, Financial Modeling, Portfolio Management, Investments, Private Equity, Hedge Funds, Capital Markets, Financial Analysis, Finance, Bloomberg, Analysis, Strategy, Trading, Fixed Income, Equity Research, Management, Asset Management, Corporate Finance, Financial Risk, Securities, Mergers, Derivatives, Alternative Investments, Business Analysis, Investment Banking, Forecasting, Investment Management, Equity Valuation, Options, Hedging, Financial Markets, Analytics, Commodity, Bonds
Education
The University of Chicago 2003 — 2006
MBA with honors, Finance, Econometrics, Operations, and Marketing
DePaul University 1995 — 1998
Bachelor's Degree (Summa cum Laude), Accounting and Finance double-major
Frank Stanton's Morningstar Experience 1996 - October 2001
Job Marketing Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management July 2012 - Present
AccessAlpha Worldwide LLC October 2007 - April 2012
UBS Global Asset Management September 2003 - September 2007
Wells Fargo Funds Management November 2001 - August 2003
Morningstar 1996 - October 2001
Skills
Investment Strategies, Equities, Asset Allocation, Morningstar, Portfolio Management, Mutual Funds, Investments, Morningstar Direct, Wealth Management, Risk Management, Bloomberg
Education
Denison University 1986 — 1990
Bachelor of Arts, Sociology / Anthropology
University of New Hampshire
UBS Global Asset Management July 2012 - Present
AccessAlpha Worldwide LLC October 2007 - April 2012
UBS Global Asset Management September 2003 - September 2007
Wells Fargo Funds Management November 2001 - August 2003
Morningstar 1996 - October 2001
Skills
Investment Strategies, Equities, Asset Allocation, Morningstar, Portfolio Management, Mutual Funds, Investments, Morningstar Direct, Wealth Management, Risk Management, Bloomberg
Education
Denison University 1986 — 1990
Bachelor of Arts, Sociology / Anthropology
University of New Hampshire
Jonathan Rahbar's Morningstar Experience January 2007 - December 2011
Job Senior Analyst, Investment Management
Industry Investment Management
Experience
Jackson National Asset Management, LLC May 2013 - Present
Morningstar Associates, LLC December 2011 - May 2013
Morningstar January 2007 - December 2011
Merrill Lynch March 2006 - December 2006
Macquarie Futures USA May 2005 - September 2005
Education
Northwestern University 2012 — 2014
Master's Degree
DePaul University
Bachelor's Degree
Jackson National Asset Management, LLC May 2013 - Present
Morningstar Associates, LLC December 2011 - May 2013
Morningstar January 2007 - December 2011
Merrill Lynch March 2006 - December 2006
Macquarie Futures USA May 2005 - September 2005
Education
Northwestern University 2012 — 2014
Master's Degree
DePaul University
Bachelor's Degree
Ed Rackauskas's Morningstar Experience 1984 - 1989
Job V.P. Strategic Market Analysis at CIT
Industry Transportation/Trucking/Railroad
Experience
CIT March 2007 - Present
Union Tank Car Company 1990 - 2007
Clark Boardman, Callaghan & Co. 1987 - 1990
Morningstar 1984 - 1989
Skills
Financial Analysis, Budgets, Forecasting, Portfolio Management, Financial Modeling, Management, Process Improvement, Finance, Risk Management, Mergers & Acquisitions, Cross-functional Team..., Strategy, Operations Management, Pricing, Strategic Planning, Transportation, Logistics, Analysis
Education
DePaul University 1990 — 1993
Masters of Business Administration, Finance
UIC College of Business 1982 — 1987
Bachelor of Science, Accounting
CIT March 2007 - Present
Union Tank Car Company 1990 - 2007
Clark Boardman, Callaghan & Co. 1987 - 1990
Morningstar 1984 - 1989
Skills
Financial Analysis, Budgets, Forecasting, Portfolio Management, Financial Modeling, Management, Process Improvement, Finance, Risk Management, Mergers & Acquisitions, Cross-functional Team..., Strategy, Operations Management, Pricing, Strategic Planning, Transportation, Logistics, Analysis
Education
DePaul University 1990 — 1993
Masters of Business Administration, Finance
UIC College of Business 1982 — 1987
Bachelor of Science, Accounting
Katia Ribarova's Morningstar Experience Senior Investment AnalystMorningstar2007 - 2009
Job Senior Investment Analyst at Morningstar
Industry Financial Services
Experience
Morningstar Senior Investment AnalystMorningstar2007 - 2009
Morningstar 2006 - 2007
Education
DePaul University
Morningstar Senior Investment AnalystMorningstar2007 - 2009
Morningstar 2006 - 2007
Education
DePaul University
Daniel Bruns's Morningstar Experience April 2014 - Present
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar April 2014 - Present
Morningstar Investment Management December 2011 - March 2014
A Beautiful Lawn, Inc January 2001 - April 2013
Morningstar July 2010 - December 2011
Skills
Start-ups, Product Development, Investments, Product Management, Software Project..., Software Quality..., business, Business Strategy, Entrepreneurship, Negotiation, Asset Management, Management, Analysis
Education
DePaul University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance
Lewis University
Bachelor of Science, Physics, Mathematics
Morningstar April 2014 - Present
Morningstar Investment Management December 2011 - March 2014
A Beautiful Lawn, Inc January 2001 - April 2013
Morningstar July 2010 - December 2011
Skills
Start-ups, Product Development, Investments, Product Management, Software Project..., Software Quality..., business, Business Strategy, Entrepreneurship, Negotiation, Asset Management, Management, Analysis
Education
DePaul University 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance
Lewis University
Bachelor of Science, Physics, Mathematics
Elicia Gootee's Morningstar Experience October 2010 - August 2013
Job Vendor Operations Manager Groupon Goods at Groupon
Industry Marketing and Advertising
Experience
Groupon June 2015 - Present
Groupon September 2013 - June 2015
Morningstar October 2010 - August 2013
Aon Benfield August 2009 - June 2010
Ray Allen, Inc. August 2008 - August 2009
Skills
Microsoft Excel, Financial Analysis, Account Management, Underwriting, Microsoft Office, Customer Service, Client Relations Skills, Problem Solving, Collaboration, Presentations, Product Knowledge, Salesforce.com, PowerPoint, Client Relations, Business Development, Sales, Training, Social Media, Analysis
Education
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Finance
Groupon June 2015 - Present
Groupon September 2013 - June 2015
Morningstar October 2010 - August 2013
Aon Benfield August 2009 - June 2010
Ray Allen, Inc. August 2008 - August 2009
Skills
Microsoft Excel, Financial Analysis, Account Management, Underwriting, Microsoft Office, Customer Service, Client Relations Skills, Problem Solving, Collaboration, Presentations, Product Knowledge, Salesforce.com, PowerPoint, Client Relations, Business Development, Sales, Training, Social Media, Analysis
Education
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Finance
Kavya Krishna's Morningstar Experience June 2006 - April 2007
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte July 2012 - Present
Vestergaard Frandsen June 2011 - July 2011
India International School ($22M family-owned K-12 school with 120 teachers and 750 students) May 2007 - July 2010
Morningstar June 2006 - April 2007
PwC June 2005 - July 2005
National Analysts February 2005 - April 2005
Deloitte June 2003 - July 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, General Management/Sustainability
Ohio Wesleyan University 2002 — 2006
BA, Economics, Management, Accounting
Deloitte July 2012 - Present
Vestergaard Frandsen June 2011 - July 2011
India International School ($22M family-owned K-12 school with 120 teachers and 750 students) May 2007 - July 2010
Morningstar June 2006 - April 2007
PwC June 2005 - July 2005
National Analysts February 2005 - April 2005
Deloitte June 2003 - July 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, General Management/Sustainability
Ohio Wesleyan University 2002 — 2006
BA, Economics, Management, Accounting
Haoping Jiang's Morningstar Experience June 2012 - August 2012
Job Data Analyst
Industry Management Consulting
Experience
Johnson & Johnson March 2015 - April 2015
DataLab USA December 2014 - February 2015
Center for Public Safety Management, LLC July 2014 - December 2014
H&J CRO International, Inc July 2014 - December 2014
Bristol-Myers Squibb January 2014 - June 2014
ICMA November 2012 - June 2014
MetroPlus Health Plan June 2013 - August 2013
NYC Health and Hospitals Corporation June 2013 - August 2013
Morningstar June 2012 - August 2012
SAMSI May 2011 - May 2011
Skills
R, SAS, Statistics, Time Series Analysis, Data Analysis, Microsoft Office, JMP, Statistical Modeling, SQL, Minitab, VBA, SPSS, Visual Basic, PowerPoint, Access, Quantitative Analytics, Microsoft Word, SAS programming, Economics, Analysis, Research, Word, Excel, Chinese, Biostatistics, Mathematics, Mandarin, Quality Control, Quality Assurance, Python, Data Mining, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Master's Degree
Iowa State University 2009 — 2011
Bachelor's Degree
Dean College 2007 — 2008
Johnson & Johnson March 2015 - April 2015
DataLab USA December 2014 - February 2015
Center for Public Safety Management, LLC July 2014 - December 2014
H&J CRO International, Inc July 2014 - December 2014
Bristol-Myers Squibb January 2014 - June 2014
ICMA November 2012 - June 2014
MetroPlus Health Plan June 2013 - August 2013
NYC Health and Hospitals Corporation June 2013 - August 2013
Morningstar June 2012 - August 2012
SAMSI May 2011 - May 2011
Skills
R, SAS, Statistics, Time Series Analysis, Data Analysis, Microsoft Office, JMP, Statistical Modeling, SQL, Minitab, VBA, SPSS, Visual Basic, PowerPoint, Access, Quantitative Analytics, Microsoft Word, SAS programming, Economics, Analysis, Research, Word, Excel, Chinese, Biostatistics, Mathematics, Mandarin, Quality Control, Quality Assurance, Python, Data Mining, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2014
Master's Degree
Iowa State University 2009 — 2011
Bachelor's Degree
Dean College 2007 — 2008
Alec Loberant's Morningstar Experience March 2007 - Present
Job Network Support Services Administrator at Morningstar
Industry Financial Services
Experience
Morningstar March 2007 - Present
Time Life 1999 - 2007
Education
DePaul University 1996 — 1999
Bachelor of Science, Computer Information Systems
Morningstar March 2007 - Present
Time Life 1999 - 2007
Education
DePaul University 1996 — 1999
Bachelor of Science, Computer Information Systems
Aidan Lucas's Morningstar Experience November 2014 - Present
Job at
Industry Sports
Experience
Morningstar November 2014 - Present
St. Louis Cardinals June 2010 - July 2014
Mediafly, Inc. (Mediafly.com) October 2012 - February 2013
Education
Denison University 2006 — 2010
Economics, Environmental Studies
Morningstar November 2014 - Present
St. Louis Cardinals June 2010 - July 2014
Mediafly, Inc. (Mediafly.com) October 2012 - February 2013
Education
Denison University 2006 — 2010
Economics, Environmental Studies
Fani Koutsovitis's Morningstar Experience August 2013 - Present
Job Sales Director Morningstar Investment Research Center at Morningstar
Industry Financial Services
Experience
Morningstar August 2013 - Present
Morningstar August 2009 - July 2013
Morningstar November 2002 - July 2013
Morningstar March 2000 - November 2002
IRI March 1999 - March 2000
Skills
Sponsorship, Account Management, Salesforce.com, Financial Services, Sales, Relationship Management, Morningstar Direct
Education
DePaul University 1994 — 1999
Bachelor of Arts (B.A.), Communication, General
Morningstar August 2013 - Present
Morningstar August 2009 - July 2013
Morningstar November 2002 - July 2013
Morningstar March 2000 - November 2002
IRI March 1999 - March 2000
Skills
Sponsorship, Account Management, Salesforce.com, Financial Services, Sales, Relationship Management, Morningstar Direct
Education
DePaul University 1994 — 1999
Bachelor of Arts (B.A.), Communication, General
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments