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
Bhusha Mehta Bhusha Mehta's Morningstar Experience October 2005 - July 2007
Job Digital Execution | Strategy | Performance | Leadership | MBA
Industry Marketing and Advertising
Experience
Salesforce November 2013 - Present
TandemSeven September 2012 - November 2013
Manifest Digital June 2011 - September 2012
Leo Burnett Group Arc Worldwide August 2008 - June 2011
Hubbard One, a division of Thomson Reuters July 2007 - August 2008
Morningstar October 2005 - July 2007
Morningstar February 2005 - October 2005
Morningstar October 2001 - February 2005
Skills
Project Portfolio..., Business Strategy, Project Delivery, Mobile Marketing, Financial Management, Program Management, Cross-functional Team..., Team Management, Off Shore Development, Vendor Management, Process Improvement, Digital Marketing, Website Development, Email Marketing, Team Leadership, Client Engagement, Client Relationship..., Account Management, Project Finance, Triage, Escalation Management, Microsoft Office, Software Project..., MS Project, Excel, Operational Excellence, Data Analysis, MBA, MBA Finance, User Experience, Management Consulting, Digital Strategy, Road Map Development, Strategic Counsel, Senior Stakeholder..., Microsoft Excel, Advertising, CRM, Customer Engagement, Leadership, Project Management, Management, Integration, Content Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Center for Executive Education, Certificate of Business Excellence
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Marketing Management
The Second City Training Center (Improv/Theater) 2008 — 2008
Improvisation Program, Level A, B, C, D and E
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Science, Finance
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Information Decision Sciences and Finance
University of Illinois at Chicago 1997 — 2001
Certification, Entrepreneurship/Entrepreneurial Studies
Salesforce November 2013 - Present
TandemSeven September 2012 - November 2013
Manifest Digital June 2011 - September 2012
Leo Burnett Group Arc Worldwide August 2008 - June 2011
Hubbard One, a division of Thomson Reuters July 2007 - August 2008
Morningstar October 2005 - July 2007
Morningstar February 2005 - October 2005
Morningstar October 2001 - February 2005
Skills
Project Portfolio..., Business Strategy, Project Delivery, Mobile Marketing, Financial Management, Program Management, Cross-functional Team..., Team Management, Off Shore Development, Vendor Management, Process Improvement, Digital Marketing, Website Development, Email Marketing, Team Leadership, Client Engagement, Client Relationship..., Account Management, Project Finance, Triage, Escalation Management, Microsoft Office, Software Project..., MS Project, Excel, Operational Excellence, Data Analysis, MBA, MBA Finance, User Experience, Management Consulting, Digital Strategy, Road Map Development, Strategic Counsel, Senior Stakeholder..., Microsoft Excel, Advertising, CRM, Customer Engagement, Leadership, Project Management, Management, Integration, Content Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Center for Executive Education, Certificate of Business Excellence
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Marketing Management
The Second City Training Center (Improv/Theater) 2008 — 2008
Improvisation Program, Level A, B, C, D and E
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Science, Finance
University of Illinois at Chicago 1997 — 2001
Bachelor of Science, Information Decision Sciences and Finance
University of Illinois at Chicago 1997 — 2001
Certification, Entrepreneurship/Entrepreneurial Studies
Lara Constantino PMP Lara Constantino PMP's Morningstar Experience June 1997 - December 2000
Job Sr. Project Manager at Netrix, LLC
Industry Computer Networking
Experience
Netrix, LLC December 2014 - Present
Logicalis November 2004 - December 2014
Federal Reserve Bank of Chicago January 2001 - November 2004
Morningstar June 1997 - December 2000
GMAC March 1993 - July 1996
Skills
PMO, Cisco Technologies, Professional Services, ITIL, Project Management, Business Analysis, Vendor Management, Business Intelligence, Security, Data Center, IT Strategy, Change Management, Program Management, Disaster Recovery, Project Planning, Unified Communications, Software Documentation, PMP, Strategy, SDLC, Service Delivery, Analysis, Virtualization, Active Directory, ERP, Management, Pre-sales, CRM, Cloud Computing, IT Service Management, IT Management, Infrastructure, Software Development, Information Technology, Integration, Managed Services, Servers, Storage, SaaS, Enterprise Software, Leadership
Education
DePaul University 2000 — 2003
MS, Information Systems and Database Design
Saint Louis University 1993 — 1996
MBA, Finance, Management
Indiana University Bloomington 1988 — 1992
BA, Economics
Netrix, LLC December 2014 - Present
Logicalis November 2004 - December 2014
Federal Reserve Bank of Chicago January 2001 - November 2004
Morningstar June 1997 - December 2000
GMAC March 1993 - July 1996
Skills
PMO, Cisco Technologies, Professional Services, ITIL, Project Management, Business Analysis, Vendor Management, Business Intelligence, Security, Data Center, IT Strategy, Change Management, Program Management, Disaster Recovery, Project Planning, Unified Communications, Software Documentation, PMP, Strategy, SDLC, Service Delivery, Analysis, Virtualization, Active Directory, ERP, Management, Pre-sales, CRM, Cloud Computing, IT Service Management, IT Management, Infrastructure, Software Development, Information Technology, Integration, Managed Services, Servers, Storage, SaaS, Enterprise Software, Leadership
Education
DePaul University 2000 — 2003
MS, Information Systems and Database Design
Saint Louis University 1993 — 1996
MBA, Finance, Management
Indiana University Bloomington 1988 — 1992
BA, Economics
Hillary Keitel Hillary Keitel's Morningstar Experience September 2014 - Present
Job Vice President, Regional Sales at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar July 2011 - September 2014
Morningstar September 2009 - July 2011
Canon Business Solutions May 2007 - September 2009
Skills
Salesforce.com, Account Management, New Business Development, Sales Process, Cold Calling, Sales, Selling, Direct Sales, Solution Selling, Sales Presentations, Strategic Planning, Customer Service, Sales Operations, CRM, Business Development, Lead Generation, Relationship Management, Competitive Analysis, B2B, Strategy, Strategic Partnerships, Sales Management, Product Management, Training, Market Research, Marketing, SaaS, Product Marketing, Cross-functional Team...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2003 — 2007
Political Science
Evanston Township High School
Morningstar September 2014 - Present
Morningstar July 2011 - September 2014
Morningstar September 2009 - July 2011
Canon Business Solutions May 2007 - September 2009
Skills
Salesforce.com, Account Management, New Business Development, Sales Process, Cold Calling, Sales, Selling, Direct Sales, Solution Selling, Sales Presentations, Strategic Planning, Customer Service, Sales Operations, CRM, Business Development, Lead Generation, Relationship Management, Competitive Analysis, B2B, Strategy, Strategic Partnerships, Sales Management, Product Management, Training, Market Research, Marketing, SaaS, Product Marketing, Cross-functional Team...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2003 — 2007
Political Science
Evanston Township High School
Michelle Jefferson Michelle Jefferson's Morningstar Experience June 2014 - Present
Job Accountant, 10+ years experience
Industry Accounting
Experience
MorningStar June 2014 - Present
Robert Half International December 2010 - April 2014
WellPoint, Inc August 2007 - April 2010
One Source October 2005 - August 2007
Salvation Army Divisional Headquarters September 2002 - October 2005
Skills
Accounting, PeopleSoft, General Ledger, Financial Reporting, Accruals, Account Reconciliation, Journal Entries, Accounts Receivable, Variance Analysis, Accounts Payable, SAP
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
MBA, Marketing
Joseph Business School 2007 — 2008
Certificate, Entreprenuership
DePaul University 1997 — 2001
Bachelor of Science, Finance
MorningStar June 2014 - Present
Robert Half International December 2010 - April 2014
WellPoint, Inc August 2007 - April 2010
One Source October 2005 - August 2007
Salvation Army Divisional Headquarters September 2002 - October 2005
Skills
Accounting, PeopleSoft, General Ledger, Financial Reporting, Accruals, Account Reconciliation, Journal Entries, Accounts Receivable, Variance Analysis, Accounts Payable, SAP
Education
Keller Graduate School of Management of DeVry University 2006 — 2009
MBA, Marketing
Joseph Business School 2007 — 2008
Certificate, Entreprenuership
DePaul University 1997 — 2001
Bachelor of Science, Finance
Rob Bellinski, CFA Rob Bellinski, CFA's Morningstar Experience June 2010 - December 2014
Job Associate Global Energy Securities at Brookfield Investment Management Inc.
Industry Financial Services
Experience
Brookfield Investment Management Inc. December 2014 - Present
Morningstar June 2010 - December 2014
American Appraisal June 2010 - June 2010
American Appraisal May 2008 - June 2010
American Appraisal Associates January 2007 - May 2008
Houlihan Valuation Advisors November 2005 - December 2006
DePaul University August 2005 - August 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Upstream Oil & Gas, Capital Markets, Upstream, Finance, Private Equity, Equities, Mergers & Acquisitions, Morningstar Direct, Economics, Options, Asset Management, Bloomberg, Equity Valuation, Analysis, Hedge Funds, Business Valuation, Equity Research, Portfolio Management, Investment Banking, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2006
MBA, Finance; Strategy, Execution & Valuation
University of North Texas 2000 — 2004
BBA, Finance
Brookfield Investment Management Inc. December 2014 - Present
Morningstar June 2010 - December 2014
American Appraisal June 2010 - June 2010
American Appraisal May 2008 - June 2010
American Appraisal Associates January 2007 - May 2008
Houlihan Valuation Advisors November 2005 - December 2006
DePaul University August 2005 - August 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Upstream Oil & Gas, Capital Markets, Upstream, Finance, Private Equity, Equities, Mergers & Acquisitions, Morningstar Direct, Economics, Options, Asset Management, Bloomberg, Equity Valuation, Analysis, Hedge Funds, Business Valuation, Equity Research, Portfolio Management, Investment Banking, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2006
MBA, Finance; Strategy, Execution & Valuation
University of North Texas 2000 — 2004
BBA, Finance
Neelm Pradhan Neelm Pradhan's Morningstar Experience October 2004 - March 2008
Job Vice President, Business Development
Industry Investment Management
Experience
AAM - Insurance Investment Management March 2008 - Present
Morningstar October 2004 - March 2008
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Equities, Fixed Income
Education
DePaul University
Bachelor of Science, Finance, Marketing
Lane Tech
AAM - Insurance Investment Management March 2008 - Present
Morningstar October 2004 - March 2008
Skills
Financial Modeling, Portfolio Management, Investments, Financial Analysis, Equities, Fixed Income
Education
DePaul University
Bachelor of Science, Finance, Marketing
Lane Tech
Stephen Fedor, PMP Stephen Fedor, PMP's Morningstar Experience May 1996 - June 2007
Job Manager, Implementation Services at Fieldglass
Industry Information Technology and Services
Experience
Fieldglass June 2014 - Present
Fieldglass January 2011 - June 2014
Walgreens June 2010 - January 2011
StratEx Partners July 2008 - June 2010
Arroweye Solutions August 2007 - July 2008
Morningstar May 1996 - June 2007
United States Army August 1987 - August 1989
Skills
Project Management, SDLC, Software Project..., Change Management, PMP, Risk Management, Vendor Management, Program Management, Business Process..., Business Analysis, MS Project, Process Improvement, SaaS, Integration, SharePoint, Software Development, Visio, Software Documentation, Enterprise Software
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Leadership and Change Management
The Ohio State University 1989 — 1994
BS, Consumer Affairs
Fieldglass June 2014 - Present
Fieldglass January 2011 - June 2014
Walgreens June 2010 - January 2011
StratEx Partners July 2008 - June 2010
Arroweye Solutions August 2007 - July 2008
Morningstar May 1996 - June 2007
United States Army August 1987 - August 1989
Skills
Project Management, SDLC, Software Project..., Change Management, PMP, Risk Management, Vendor Management, Program Management, Business Process..., Business Analysis, MS Project, Process Improvement, SaaS, Integration, SharePoint, Software Development, Visio, Software Documentation, Enterprise Software
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Leadership and Change Management
The Ohio State University 1989 — 1994
BS, Consumer Affairs
Jermaine Massey Jermaine Massey's Morningstar Experience January 2014 - July 2014
Job Cisco TAC Engineer/ Cisco Systems
Industry Computer Hardware
Experience
Cisco March 2015 - Present
Morningstar January 2014 - July 2014
Brookdale Senior Living March 2013 - March 2014
Year Up September 2013 - 2014
Skills
Computer Software..., Microsoft Office, Network Administration, Troubleshooting, Cisco IT Essentials,..., trouble shoot..., Identify and activate..., Hardware, Computer..., Windows, Operating Systems, Computer Hardware, Customer Service, Windows 7, Windows XP, Laptops, Printers, Help Desk Support, Information Technology
Education
YearUp 2013 — 2014
Information Technology
DeVry University 2011 — 2013
Associate's degree, Network and System Administration/Administrator
Cisco March 2015 - Present
Morningstar January 2014 - July 2014
Brookdale Senior Living March 2013 - March 2014
Year Up September 2013 - 2014
Skills
Computer Software..., Microsoft Office, Network Administration, Troubleshooting, Cisco IT Essentials,..., trouble shoot..., Identify and activate..., Hardware, Computer..., Windows, Operating Systems, Computer Hardware, Customer Service, Windows 7, Windows XP, Laptops, Printers, Help Desk Support, Information Technology
Education
YearUp 2013 — 2014
Information Technology
DeVry University 2011 — 2013
Associate's degree, Network and System Administration/Administrator
Shreya Adiraju Shreya Adiraju's Morningstar Experience July 2013 - February 2014
Job Georgetown McDonough MBA '17 Candidate
Industry Financial Services
Experience
All India Movement for Seva June 2014 - February 2015
Morningstar July 2013 - February 2014
Morningstar June 2012 - July 2013
Goizueta Business School August 2010 - May 2012
AllianceBernstein June 2011 - August 2011
Universum March 2011 - May 2011
ISGN June 2010 - August 2010
Lebow College of Business January 2009 - June 2009
Skills
Innovation, Strategic Thinking, Singer/Songwriter, Entrepreneurship, Competitive Analysis, Analysis, Business Strategy, Investments, Facebook, Social Media, Marketing, Equities, Strategy, Leadership, Research, Analytics, Market Research, Blogging, Financial Modeling, Data Analysis, Valuation, Morningstar Direct, Morningstar
Education
Emory University - Goizueta Business School 2009 — 2012
BBA, Concentration : Finance and Data & Decision Sciences
Emory University: College of Arts and Sciences 2009 — 2012
Alternate Major, Comparative Literature : Quantum Metaphysics
Handelshögskolan i Stockholm / Stockholm School of Economics 2010 — 2010
N/A, Finance
Drexel University - College of Business and Administration 2008 — 2009
N/A, Business & English
All India Movement for Seva June 2014 - February 2015
Morningstar July 2013 - February 2014
Morningstar June 2012 - July 2013
Goizueta Business School August 2010 - May 2012
AllianceBernstein June 2011 - August 2011
Universum March 2011 - May 2011
ISGN June 2010 - August 2010
Lebow College of Business January 2009 - June 2009
Skills
Innovation, Strategic Thinking, Singer/Songwriter, Entrepreneurship, Competitive Analysis, Analysis, Business Strategy, Investments, Facebook, Social Media, Marketing, Equities, Strategy, Leadership, Research, Analytics, Market Research, Blogging, Financial Modeling, Data Analysis, Valuation, Morningstar Direct, Morningstar
Education
Emory University - Goizueta Business School 2009 — 2012
BBA, Concentration : Finance and Data & Decision Sciences
Emory University: College of Arts and Sciences 2009 — 2012
Alternate Major, Comparative Literature : Quantum Metaphysics
Handelshögskolan i Stockholm / Stockholm School of Economics 2010 — 2010
N/A, Finance
Drexel University - College of Business and Administration 2008 — 2009
N/A, Business & English
Adam Zell, CFA's Morningstar Experience July 2008 - 2009
Job Director of Finance at Resintech
Industry Chemicals
Experience
Resintech September 2014 - Present
Gozen Yogurt - Florida 2013 - August 2014
LevelUp 2012 - 2013
Fair Value Investing 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Morningstar July 2008 - 2009
AIPAC June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Corporate Finance, Financial Accounting, Gamification, Marketing, Operations Management
Duke University 2004 — 2008
BA, Political Science, Markets and Management Studies
Resintech September 2014 - Present
Gozen Yogurt - Florida 2013 - August 2014
LevelUp 2012 - 2013
Fair Value Investing 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Morningstar July 2008 - 2009
AIPAC June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Corporate Finance, Financial Accounting, Gamification, Marketing, Operations Management
Duke University 2004 — 2008
BA, Political Science, Markets and Management Studies
Ari Engelhart Ari Engelhart's Morningstar Experience 2006 - 2010
Job Product Manager at Deloitte
Industry Information Technology and Services
Experience
Deloitte November 2010 - Present
Morningstar 2006 - 2010
HSBC 2005 - 2007
Verticalnet July 2001 - December 2005
CNA 1999 - 2001
Skills
Product Management, PMP, Supply Chain Management, Financial Analysis, Analysis, Financial Modeling, Process Improvement, Six Sigma, Data Analysis, Database Design, Forecasting, Requirements Analysis, Budgets, Project Management, Change Management, Financial Reporting, Continuous Improvement, Operational Excellence, Web Development, Web Design, Personnel Management, Risk Management, Management, Strategy, IT Strategy, Start-ups, PMI, Budgeting, DMAIC, Green Belt, Problem Solving, PMBOK, Offshore Outsourcing, Offshore Resource..., Financial Mgmt, Social Media, Non-profit..., Board Governance, Kanban, Scrum, Certified Scrum Master..., Email Marketing, Agile Methodologies, Consulting, Business Analysis, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2006
MBA, Finance
University of Illinois at Chicago 1996 — 1999
BS, Information and Decision Sciences
Deloitte November 2010 - Present
Morningstar 2006 - 2010
HSBC 2005 - 2007
Verticalnet July 2001 - December 2005
CNA 1999 - 2001
Skills
Product Management, PMP, Supply Chain Management, Financial Analysis, Analysis, Financial Modeling, Process Improvement, Six Sigma, Data Analysis, Database Design, Forecasting, Requirements Analysis, Budgets, Project Management, Change Management, Financial Reporting, Continuous Improvement, Operational Excellence, Web Development, Web Design, Personnel Management, Risk Management, Management, Strategy, IT Strategy, Start-ups, PMI, Budgeting, DMAIC, Green Belt, Problem Solving, PMBOK, Offshore Outsourcing, Offshore Resource..., Financial Mgmt, Social Media, Non-profit..., Board Governance, Kanban, Scrum, Certified Scrum Master..., Email Marketing, Agile Methodologies, Consulting, Business Analysis, Program Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2006
MBA, Finance
University of Illinois at Chicago 1996 — 1999
BS, Information and Decision Sciences
Sarina K. Huang Sarina K. Huang's Morningstar Experience May 2012 - July 2012
Job MSF, CFA Level II Candidate
Industry Financial Services
Experience
Blue Shield of California March 2015 - July 2015
Practice Management Inc. January 2015 - February 2015
euronique+communications June 2014 - September 2014
Capitol Health Management October 2013 - December 2013
Morningstar May 2012 - July 2012
Citi January 2012 - March 2012
Shenzhen University February 2011 - July 2011
Honda Motor Co. Ltd. October 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, SPSS, Leadership, Analysis, Marketing, Market Research
Education
Drexel University 2012 — 2014
Master's Degree, Science in Finance
Shenzhen University 2008 — 2012
Bachelor of Science, Mathematics and Applied Mathematics
Shenzhen Middle School 2005 — 2008
High School
Blue Shield of California March 2015 - July 2015
Practice Management Inc. January 2015 - February 2015
euronique+communications June 2014 - September 2014
Capitol Health Management October 2013 - December 2013
Morningstar May 2012 - July 2012
Citi January 2012 - March 2012
Shenzhen University February 2011 - July 2011
Honda Motor Co. Ltd. October 2009 - October 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, SPSS, Leadership, Analysis, Marketing, Market Research
Education
Drexel University 2012 — 2014
Master's Degree, Science in Finance
Shenzhen University 2008 — 2012
Bachelor of Science, Mathematics and Applied Mathematics
Shenzhen Middle School 2005 — 2008
High School
Julie Hipp's Morningstar Experience March 2000 - June 2003
Job Marketing Manager at CASA Kane County
Industry Financial Services
Experience
CASA Kane County May 2014 - Present
TriCity Family Services August 2012 - December 2013
Morningstar March 2000 - June 2003
Bernardi Securities, Inc. April 1999 - March 2000
Leo Burnett March 1998 - April 1999
Bear Stearns March 1994 - March 1998
First Colonial Investment Services, Inc July 1991 - March 1994
Skills
Series 7, Brokerage, Event Planning, Project Management, Client Relations Skills, Public Speaking, Nonprofits, Fundraising, Client Relations, Philanthropy, Marketing Strategy, Non-profit Volunteering, Social Media
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration (MBA)
University of Iowa 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
CASA Kane County May 2014 - Present
TriCity Family Services August 2012 - December 2013
Morningstar March 2000 - June 2003
Bernardi Securities, Inc. April 1999 - March 2000
Leo Burnett March 1998 - April 1999
Bear Stearns March 1994 - March 1998
First Colonial Investment Services, Inc July 1991 - March 1994
Skills
Series 7, Brokerage, Event Planning, Project Management, Client Relations Skills, Public Speaking, Nonprofits, Fundraising, Client Relations, Philanthropy, Marketing Strategy, Non-profit Volunteering, Social Media
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
Master of Business Administration (MBA)
University of Iowa 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Shazia Sultan Shazia Sultan's Morningstar Experience 2002 - 2003
Job Director, Human Resources
Industry Human Resources
Experience
Tectonic March 2012 - March 2015
CareerBuilder.com January 2011 - March 2012
CareerBuilder.com June 2008 - December 2010
Diamond Management & Technology Consultants December 2005 - May 2008
ABN AMRO Bank N.V. September 2003 - December 2005
Morningstar 2002 - 2003
Skills
PHR, Project Management, Leadership Development, Executive Coaching, Instructor-led Training, Compensation Structure..., Employer Branding, Talent Management, Employee Engagement, Recruiting, Onboarding, Compensation Structures, Consulting, Employee Relations, SPHR, Human Resources, Performance Management
Education
DePaul University 2000 — 2004
Bachelors, HR Management and Accounting
Tectonic March 2012 - March 2015
CareerBuilder.com January 2011 - March 2012
CareerBuilder.com June 2008 - December 2010
Diamond Management & Technology Consultants December 2005 - May 2008
ABN AMRO Bank N.V. September 2003 - December 2005
Morningstar 2002 - 2003
Skills
PHR, Project Management, Leadership Development, Executive Coaching, Instructor-led Training, Compensation Structure..., Employer Branding, Talent Management, Employee Engagement, Recruiting, Onboarding, Compensation Structures, Consulting, Employee Relations, SPHR, Human Resources, Performance Management
Education
DePaul University 2000 — 2004
Bachelors, HR Management and Accounting
Peter Lafferty Peter Lafferty's Morningstar Experience March 2011 - July 2014
Job Vice President Business Development at eVestment
Industry Investment Management
Experience
eVestment July 2014 - Present
Morningstar March 2011 - July 2014
Skills
Market Intelligence, Asset Management, Investment Management, New Business Development, Big Data, Business Development, Business Strategy, Sales Management, Product Management, Account Management, Competitive Analysis, Salesforce.com, Sales, Product Marketing, Big Data Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master of Business Administration (M.B.A.)
Michigan State University 1999 — 2003
Bachelor's Degree
eVestment July 2014 - Present
Morningstar March 2011 - July 2014
Skills
Market Intelligence, Asset Management, Investment Management, New Business Development, Big Data, Business Development, Business Strategy, Sales Management, Product Management, Account Management, Competitive Analysis, Salesforce.com, Sales, Product Marketing, Big Data Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
Master of Business Administration (M.B.A.)
Michigan State University 1999 — 2003
Bachelor's Degree
Jeff Winton Jeff Winton's Morningstar Experience September 2001 - March 2003
Job Director of Sales/Concur Messaging at Concur
Industry Information Services
Experience
Concur, an SAP Company October 2013 - Present
Best Doctors January 2013 - October 2013
iJET Intelligent Risk Systems January 2010 - January 2013
iJET Intelligent Risk Systems March 2009 - May 2010
Allianz Global Assistance November 2006 - December 2007
International SOS Assistance, Inc. May 2004 - December 2005
International SOS Assistance, Inc. March 2003 - May 2004
Morningstar September 2001 - March 2003
Lend Lease Real Estate Investments 2000 - 2001
SEI Investments 1991 - 1998
Skills
Contract Negotiation, Key Account Management, Sales Management, Risk Management, Security, New Business Development, Business Development, Strategic Planning, Account Management, Business Strategy, Healthcare, Product Management, Team Building, Risk Assessment, Strategy, Management, Coaching, Leadership, Competitive Analysis, Selling, Enterprise Software, Start-ups, Sales Operations, Entrepreneurship, Marketing, Business Planning, Sales Process, Integrated Marketing, Project Planning, Budgets, Strategic Partnerships, Advertising, Salesforce.com, Sales
Education
Drexel University - College of Business and Administration
MBA, Marketing Management
Texas Tech University
BBA, Labor and Human Resources
Concur, an SAP Company October 2013 - Present
Best Doctors January 2013 - October 2013
iJET Intelligent Risk Systems January 2010 - January 2013
iJET Intelligent Risk Systems March 2009 - May 2010
Allianz Global Assistance November 2006 - December 2007
International SOS Assistance, Inc. May 2004 - December 2005
International SOS Assistance, Inc. March 2003 - May 2004
Morningstar September 2001 - March 2003
Lend Lease Real Estate Investments 2000 - 2001
SEI Investments 1991 - 1998
Skills
Contract Negotiation, Key Account Management, Sales Management, Risk Management, Security, New Business Development, Business Development, Strategic Planning, Account Management, Business Strategy, Healthcare, Product Management, Team Building, Risk Assessment, Strategy, Management, Coaching, Leadership, Competitive Analysis, Selling, Enterprise Software, Start-ups, Sales Operations, Entrepreneurship, Marketing, Business Planning, Sales Process, Integrated Marketing, Project Planning, Budgets, Strategic Partnerships, Advertising, Salesforce.com, Sales
Education
Drexel University - College of Business and Administration
MBA, Marketing Management
Texas Tech University
BBA, Labor and Human Resources
Nicholas Merlino Nicholas Merlino's Morningstar Experience May 2013 - July 2015
Job Compliance Officer
Industry Financial Services
Experience
Morningstar May 2013 - July 2015
Barclays May 2011 - May 2013
JPMorgan Chase August 2010 - May 2011
Four Chaplains Memorial Foundation February 2009 - September 2010
Scottrade October 2009 - June 2010
Skills
Equity Trading, Securities Regulation, Financial Markets, Private Equity, Hedge Funds, Financial Audits, Compliance, Investments, Stock Trading, Stock Market, FINRA, SEC, Customer-facing, Client Service Oriented, Grant Writing, Grant Preparation, Analysis, Management, Portfolio Management, Series 63
Education
Drexel University 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Father Judge High School 1999 — 2003
Morningstar May 2013 - July 2015
Barclays May 2011 - May 2013
JPMorgan Chase August 2010 - May 2011
Four Chaplains Memorial Foundation February 2009 - September 2010
Scottrade October 2009 - June 2010
Skills
Equity Trading, Securities Regulation, Financial Markets, Private Equity, Hedge Funds, Financial Audits, Compliance, Investments, Stock Trading, Stock Market, FINRA, SEC, Customer-facing, Client Service Oriented, Grant Writing, Grant Preparation, Analysis, Management, Portfolio Management, Series 63
Education
Drexel University 2008 — 2010
Bachelor of Business Administration (BBA), Finance
Father Judge High School 1999 — 2003
Sohel Bootwala Sohel Bootwala's Morningstar Experience June 2012 - Present
Job Soul Searching
Industry Think Tanks
Experience
Morningstar June 2012 - Present
Skills
Customer Service, Access, Financial Analysis, Risk Management, Business Analysis, Microsoft Excel
Education
DePaul University 2011 — 2013
Bachelor's degree, Accounting and Finance, 3.45
Morningstar June 2012 - Present
Skills
Customer Service, Access, Financial Analysis, Risk Management, Business Analysis, Microsoft Excel
Education
DePaul University 2011 — 2013
Bachelor's degree, Accounting and Finance, 3.45
Minyu Lv's Morningstar Experience June 2009 - September 2009
Job MSc in Analytics Candidate at The University of Chicago
Industry Real Estate
Experience
Retail Properties of America, Inc. October 2013 - July 2015
Green Door Capital March 2013 - September 2013
Alya Capital September 2012 - February 2013
UBS Wealth Management June 2012 - September 2012
Cheevers & Company, Inc. June 2012 - September 2012
Barrington Research Associates, Inc. January 2012 - March 2012
Hony Capital June 2011 - September 2011
Morningstar June 2009 - September 2009
Skills
Investments, Valuation, Portfolio Management, Financial Analysis, Private Equity, Microsoft Office, Asset Management, Finance, Mergers & Acquisitions, Financial Modeling, Bloomberg, Venture Capital, Equity Research, Real Estate, Bloomberg Terminal, Market Research, Financial Accounting, Argus Modeling, Data Analytics, Access, R, MySQL, HTML
Education
The University of Chicago 2015 — 2017
Master’s Degree, Analytics
DePaul University 2008 — 2013
Bachelor of Science degree, Finance and Real Estate
Varndean College 2006 — 2008
High School Degree, Accounting and Mathematics
Retail Properties of America, Inc. October 2013 - July 2015
Green Door Capital March 2013 - September 2013
Alya Capital September 2012 - February 2013
UBS Wealth Management June 2012 - September 2012
Cheevers & Company, Inc. June 2012 - September 2012
Barrington Research Associates, Inc. January 2012 - March 2012
Hony Capital June 2011 - September 2011
Morningstar June 2009 - September 2009
Skills
Investments, Valuation, Portfolio Management, Financial Analysis, Private Equity, Microsoft Office, Asset Management, Finance, Mergers & Acquisitions, Financial Modeling, Bloomberg, Venture Capital, Equity Research, Real Estate, Bloomberg Terminal, Market Research, Financial Accounting, Argus Modeling, Data Analytics, Access, R, MySQL, HTML
Education
The University of Chicago 2015 — 2017
Master’s Degree, Analytics
DePaul University 2008 — 2013
Bachelor of Science degree, Finance and Real Estate
Varndean College 2006 — 2008
High School Degree, Accounting and Mathematics
Michael Joseph's Morningstar Experience June 2015 - Present
Job Advisor Marketing Intern at Morningstar
Industry Marketing and Advertising
Experience
Morningstar June 2015 - Present
Cars.com March 2015 - June 2015
HighTower January 2015 - March 2015
Alpha Kappa Psi 2014 - 2015
Red Frog Events May 2014 - August 2014
Packback January 2014 - April 2014
Wheeling Park Commission May 2009 - August 2013
Skills
Microsoft Excel, Facebook, Photoshop, Social Media, Social Networking, PowerPoint, Microsoft Word, Microsoft Office, Brand Development, Time Management, Marketing, Public Relations, Management, Customer Service, Marketing Strategy, Leadership
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Marketing, Economics, Junior
The Linsly School 2005 — 2012
Morningstar June 2015 - Present
Cars.com March 2015 - June 2015
HighTower January 2015 - March 2015
Alpha Kappa Psi 2014 - 2015
Red Frog Events May 2014 - August 2014
Packback January 2014 - April 2014
Wheeling Park Commission May 2009 - August 2013
Skills
Microsoft Excel, Facebook, Photoshop, Social Media, Social Networking, PowerPoint, Microsoft Word, Microsoft Office, Brand Development, Time Management, Marketing, Public Relations, Management, Customer Service, Marketing Strategy, Leadership
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Marketing, Economics, Junior
The Linsly School 2005 — 2012
John Stallings John Stallings's Morningstar Experience January 2015 - Present
Job Associate Manager, Systems & Training at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar May 2014 - January 2015
BMO Harris Bank August 2011 - September 2013
M&I Bank August 2010 - August 2011
M&I Bank October 2009 - August 2010
Gilles Cycling and Fitness May 2007 - September 2009
Skills
Banking, Consumer Lending, Cross Selling, Customer Service, Sales, Salesforce.com, Microsoft Office, Mentoring, Leadership Development, Relationship Management, Staff Development, Business Development, Training, Coaching, Management, Sales Management, New Business Development, Leadership, Credit, CRM, Finance, Social Media
Education
DePauw University 2005 — 2009
Bachelor of Arts, Communication, German, Economics
IES Abroad - Freiburg, Germany 2007 — 2007
International Business, Economics, German
Morningstar January 2015 - Present
Morningstar May 2014 - January 2015
BMO Harris Bank August 2011 - September 2013
M&I Bank August 2010 - August 2011
M&I Bank October 2009 - August 2010
Gilles Cycling and Fitness May 2007 - September 2009
Skills
Banking, Consumer Lending, Cross Selling, Customer Service, Sales, Salesforce.com, Microsoft Office, Mentoring, Leadership Development, Relationship Management, Staff Development, Business Development, Training, Coaching, Management, Sales Management, New Business Development, Leadership, Credit, CRM, Finance, Social Media
Education
DePauw University 2005 — 2009
Bachelor of Arts, Communication, German, Economics
IES Abroad - Freiburg, Germany 2007 — 2007
International Business, Economics, German
Michael Krystyn Michael Krystyn's Morningstar Experience February 1991 - September 1999
Job Insurance Specialist at SMS Assist, LLC
Industry Information Services
Experience
SMS Assist, LLC January 2014 - Present
Basic Administrative Resources March 2001 - Present
Aworkoffaith Ministriesinc May 2013 - September 2013
The Learning Annex October 2006 - November 2007
Morningstar February 1991 - September 1999
Skills
Office Administration, Quicken, Leadership Mentoring, Youth Mentoring, Community Leadership, Community Outreach, QuickBooks, Microsoft Excel, Microsoft Word, Windows, Mac, Bookkeeping, Accounting, Communication Skills, Community Organizing, Cooking, Leadership, Leadership Development, Public Relations, Team Building, Real Estate, Customer Service, Event Planning, Strategic Planning, Social Networking, Public Speaking, Editing, Event Management, Outlook, Social Media, Fundraising, Newsletters, Training, Management, Nonprofits, Research, Social Media Marketing, Start-ups, Blogging, Marketing, Creative Writing, Facebook, Advertising, Coaching, Copywriting, Marketing Strategy, Marketing Communications, Market Research, Online Marketing, Online Advertising
Education
University of Chicago 1998 — 1999
Undergrad, Business Writing
Le Cordon Bleu College of Culinary Arts-Chicago 1992 — 1993
Certification, Culinary Arts/Chef Training
City Colleges of Chicago 1989 — 1992
Undergrad, Liberal Arts
DePaul University 1985 — 1987
Undergrad, Liberal Arts & Communications
SMS Assist, LLC January 2014 - Present
Basic Administrative Resources March 2001 - Present
Aworkoffaith Ministriesinc May 2013 - September 2013
The Learning Annex October 2006 - November 2007
Morningstar February 1991 - September 1999
Skills
Office Administration, Quicken, Leadership Mentoring, Youth Mentoring, Community Leadership, Community Outreach, QuickBooks, Microsoft Excel, Microsoft Word, Windows, Mac, Bookkeeping, Accounting, Communication Skills, Community Organizing, Cooking, Leadership, Leadership Development, Public Relations, Team Building, Real Estate, Customer Service, Event Planning, Strategic Planning, Social Networking, Public Speaking, Editing, Event Management, Outlook, Social Media, Fundraising, Newsletters, Training, Management, Nonprofits, Research, Social Media Marketing, Start-ups, Blogging, Marketing, Creative Writing, Facebook, Advertising, Coaching, Copywriting, Marketing Strategy, Marketing Communications, Market Research, Online Marketing, Online Advertising
Education
University of Chicago 1998 — 1999
Undergrad, Business Writing
Le Cordon Bleu College of Culinary Arts-Chicago 1992 — 1993
Certification, Culinary Arts/Chef Training
City Colleges of Chicago 1989 — 1992
Undergrad, Liberal Arts
DePaul University 1985 — 1987
Undergrad, Liberal Arts & Communications
Michael Vaynerman Michael Vaynerman's Morningstar Experience August 2011 - Present
Job Marketing Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2011 - Present
Morningstar June 2009 - July 2011
Morningstar November 2008 - June 2009
PalmTree May 2007 - October 2008
Skills
Marketing, Social Media, Marketing Strategy, Time Management, Sales, Event Planning, Market Research, Social Media Marketing, Account Management, Marketing Communications, Microsoft Office, Facebook, Advertising, Data Analysis, Business Development, Salesforce.com, Closed Loop Marketing, Eloqua
Education
DePaul University 2005 — 2009
Bachelor of Science, Marketing Concentration, 3.72
Morningstar August 2011 - Present
Morningstar June 2009 - July 2011
Morningstar November 2008 - June 2009
PalmTree May 2007 - October 2008
Skills
Marketing, Social Media, Marketing Strategy, Time Management, Sales, Event Planning, Market Research, Social Media Marketing, Account Management, Marketing Communications, Microsoft Office, Facebook, Advertising, Data Analysis, Business Development, Salesforce.com, Closed Loop Marketing, Eloqua
Education
DePaul University 2005 — 2009
Bachelor of Science, Marketing Concentration, 3.72
Bill Whitt's Morningstar Experience February 1996 - May 1998
Job Senior Director, Products and Services Strategy and Planning at CME Group
Industry Financial Services
Experience
CME Group August 2014 - Present
Northern Trust July 2012 - August 2014
Northern Trust May 2010 - June 2012
Northern Trust March 2009 - May 2010
Corporate Executive Board March 2008 - December 2008
Northern Trust May 2004 - March 2008
Corporate Executive Board November 1998 - May 2004
U.S. Department of State May 1998 - November 1998
Morningstar February 1996 - May 1998
Skills
Database Marketing, Strategy, Asset Managment, Wealth Management, Management Consulting, Business Analysis, Market Research, Strategic Planning, Portfolio Management, Program Management, Risk Management, Investments, Mergers & Acquisitions, Business Development, Asset Management, Hedge Funds, Equities, Financial Services, Leadership, Mutual Funds, Investment Strategies, Business Strategy, Private Banking, Alternative Investments, Management, Securities, Asset Allocation
Education
Duke University 1987 — 1993
PhD
Harvard University 1985 — 1987
M.T.S.
Duke University 1982 — 1985
B.A.
Little Rock Central
CME Group August 2014 - Present
Northern Trust July 2012 - August 2014
Northern Trust May 2010 - June 2012
Northern Trust March 2009 - May 2010
Corporate Executive Board March 2008 - December 2008
Northern Trust May 2004 - March 2008
Corporate Executive Board November 1998 - May 2004
U.S. Department of State May 1998 - November 1998
Morningstar February 1996 - May 1998
Skills
Database Marketing, Strategy, Asset Managment, Wealth Management, Management Consulting, Business Analysis, Market Research, Strategic Planning, Portfolio Management, Program Management, Risk Management, Investments, Mergers & Acquisitions, Business Development, Asset Management, Hedge Funds, Equities, Financial Services, Leadership, Mutual Funds, Investment Strategies, Business Strategy, Private Banking, Alternative Investments, Management, Securities, Asset Allocation
Education
Duke University 1987 — 1993
PhD
Harvard University 1985 — 1987
M.T.S.
Duke University 1982 — 1985
B.A.
Little Rock Central
Mohammed Zameer Ahmed Mohammed Zameer Ahmed's Morningstar Experience September 2005 - June 2006
Job Structured Products Analyst at AAM
Industry Investment Management
Experience
AAM July 2008 - Present
AAM July 2006 - July 2008
Morningstar September 2005 - June 2006
Merrill Lynch May 2005 - September 2005
Skills
Financial Modeling, Portfolio Management
Education
DePaul University 2002 — 2006
BS, Finance and Management
Abu dhabi Indian School 1988 — 2000
AAM July 2008 - Present
AAM July 2006 - July 2008
Morningstar September 2005 - June 2006
Merrill Lynch May 2005 - September 2005
Skills
Financial Modeling, Portfolio Management
Education
DePaul University 2002 — 2006
BS, Finance and Management
Abu dhabi Indian School 1988 — 2000
Lisa Gantos Lisa Gantos's Morningstar Experience September 2008 - June 2009
Job Midmarket Territory Manager at EMC
Industry Information Technology and Services
Experience
EMC July 2013 - Present
SHI International Corp. July 2012 - July 2013
Integrated Data Storage April 2010 - July 2012
Integrated Data Storage September 2009 - April 2010
Morningstar September 2008 - June 2009
Skills
Salesforce.com, Solution Selling, Account Management, Cold Calling, Sales, Cloud Computing, Lead Generation, SaaS, Sales Process, New Business Development, Sales Management, Enterprise Software, Virtualization, Data Center, Storage, Disaster Recovery, Direct Sales, Marketing, Managed Services, Sales Operations, Leadership, Strategic Partnerships, CRM
Education
DePaul University 2005 — 2009
B.S.C, Marketing, Sales, and Art/Graphic Design
EMC July 2013 - Present
SHI International Corp. July 2012 - July 2013
Integrated Data Storage April 2010 - July 2012
Integrated Data Storage September 2009 - April 2010
Morningstar September 2008 - June 2009
Skills
Salesforce.com, Solution Selling, Account Management, Cold Calling, Sales, Cloud Computing, Lead Generation, SaaS, Sales Process, New Business Development, Sales Management, Enterprise Software, Virtualization, Data Center, Storage, Disaster Recovery, Direct Sales, Marketing, Managed Services, Sales Operations, Leadership, Strategic Partnerships, CRM
Education
DePaul University 2005 — 2009
B.S.C, Marketing, Sales, and Art/Graphic Design
Tony Wiedenski Tony Wiedenski's Morningstar Experience April 2013 - Present
Job Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
BMW Championship 2010 - 2015
Morningstar December 2012 - April 2013
Morningstar January 2011 - December 2012
Morningstar January 2010 - January 2011
Morningstar July 2007 - January 2010
Morningstar July 2006 - July 2007
Morningstar May 2005 - August 2005
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Investments, Asset Managment, Equities, Investment Management, Investment Strategies, Business Strategy, Business Development, Strategic Planning, Strategic Communications, MBA, Organizational..., Project Management, Relationship Management, Financial Services, Asset Management, Alternative Investments, Management, Entrepreneurship, Data Analysis, Financial Modeling, Analysis, Financial Analysis, Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Entrepreneurship
University of Nebraska-Lincoln 2002 — 2006
BSBA, Finance, Economics
Brother Rice
Morningstar April 2013 - Present
BMW Championship 2010 - 2015
Morningstar December 2012 - April 2013
Morningstar January 2011 - December 2012
Morningstar January 2010 - January 2011
Morningstar July 2007 - January 2010
Morningstar July 2006 - July 2007
Morningstar May 2005 - August 2005
Skills
Asset Allocation, Mutual Funds, Portfolio Management, Investments, Asset Managment, Equities, Investment Management, Investment Strategies, Business Strategy, Business Development, Strategic Planning, Strategic Communications, MBA, Organizational..., Project Management, Relationship Management, Financial Services, Asset Management, Alternative Investments, Management, Entrepreneurship, Data Analysis, Financial Modeling, Analysis, Financial Analysis, Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Entrepreneurship
University of Nebraska-Lincoln 2002 — 2006
BSBA, Finance, Economics
Brother Rice
Monica Korol Monica Korol's Morningstar Experience February 2008 - Present
Job Product Management Intern at Morningstar
Industry Financial Services
Experience
Morningstar February 2008 - Present
Education
DePaul University 2006 — 2010
Marketing; Sales Leadership
Morningstar February 2008 - Present
Education
DePaul University 2006 — 2010
Marketing; Sales Leadership
Roger Albrecht Roger Albrecht's Morningstar Experience 1989 - 1993
Job Executive Vice President MidContinent Capital LLC
Industry Financial Services
Experience
Mid-Continent Capital LLC 2003 - Present
Mid-Continent Capital LLC 2003 - Present
BMO Harris Private Banking 1995 - 2003
Firstar Bank 1993 - 1995
Morningstar 1989 - 1993
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Alternative Investments, Strategic Financial..., Equities, Estate Planning, High Net Worth..., Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MS, Finance
Illinois State University 1986 — 1990
Bachelor's of Science, Finance, General
Mid-Continent Capital LLC 2003 - Present
Mid-Continent Capital LLC 2003 - Present
BMO Harris Private Banking 1995 - 2003
Firstar Bank 1993 - 1995
Morningstar 1989 - 1993
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Alternative Investments, Strategic Financial..., Equities, Estate Planning, High Net Worth..., Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MS, Finance
Illinois State University 1986 — 1990
Bachelor's of Science, Finance, General
Gary Jeppsen Gary Jeppsen's Morningstar Experience 2000 - 2009
Job Director Product & User Experience at Cengage Learning
Industry Marketing and Advertising
Experience
Cengage Learning May 2013 - Present
Cengage Learning December 2010 - May 2013
Cengage Learning June 2010 - December 2010
Morningstar 2000 - 2009
John Nuveen & Company 1999 - 2000
Scudder Kemper Investments 1996 - 1999
Allstate Insurance Company 1989 - 1996
Skills
Product Management, Strategic Partnerships, Multi-channel Marketing, Online Advertising, Email Marketing, B2B, Business Strategy, Project Management, Direct Marketing, E-commerce, Strategy, Market Research, Lead Generation, Web Analytics, Cross-functional Team...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1985 — 1989
Business, Marketing
Cengage Learning May 2013 - Present
Cengage Learning December 2010 - May 2013
Cengage Learning June 2010 - December 2010
Morningstar 2000 - 2009
John Nuveen & Company 1999 - 2000
Scudder Kemper Investments 1996 - 1999
Allstate Insurance Company 1989 - 1996
Skills
Product Management, Strategic Partnerships, Multi-channel Marketing, Online Advertising, Email Marketing, B2B, Business Strategy, Project Management, Direct Marketing, E-commerce, Strategy, Market Research, Lead Generation, Web Analytics, Cross-functional Team...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1985 — 1989
Business, Marketing
Hong Cheng, CFA's Morningstar Experience June 2009 - March 2010
Job Senior Investment Analyst at Morningstar Investment Management
Industry Investment Management
Experience
Morningstar Investment Management July 2013 - Present
Morningstar Investment Management August 2011 - July 2013
Morningstar Investment Services April 2010 - August 2011
Morningstar June 2009 - March 2010
DePaul University January 2008 - April 2008
Skills
Financial Modeling, Portfolio Management, Mutual Fund Manager..., Asset Allocation, Valuation, Investments, Derivatives, Corporate Finance, Mutual Funds, Due Diligence, Investment Management, Trading, Finance, Economics, Investment Advisory, Financial Risk, Financial Services, Analysis, Business Analysis, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Managerial and Organizational Behavior, Entrepreneurship
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master’s Degree, Finance, 3.92/4.0
Renmin University of China 2003 — 2007
Bachelor’s Degree, Finance and Insurance
Morningstar Investment Management July 2013 - Present
Morningstar Investment Management August 2011 - July 2013
Morningstar Investment Services April 2010 - August 2011
Morningstar June 2009 - March 2010
DePaul University January 2008 - April 2008
Skills
Financial Modeling, Portfolio Management, Mutual Fund Manager..., Asset Allocation, Valuation, Investments, Derivatives, Corporate Finance, Mutual Funds, Due Diligence, Investment Management, Trading, Finance, Economics, Investment Advisory, Financial Risk, Financial Services, Analysis, Business Analysis, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Analytic Finance, Managerial and Organizational Behavior, Entrepreneurship
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
Master’s Degree, Finance, 3.92/4.0
Renmin University of China 2003 — 2007
Bachelor’s Degree, Finance and Insurance
Abhay Shah Abhay Shah's Morningstar Experience 1999 - 2000
Job Associate Product Manager at FactSet
Industry Financial Services
Experience
FactSet August 2014 - Present
S&P Capital IQ November 2012 - May 2014
S&P Capital IQ 2006 - 2012
S&P Capital IQ 2001 - 2006
Morningstar 1999 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (M.S.)
Georgia State University
Bachelor of Business Administration (BBA)
FactSet August 2014 - Present
S&P Capital IQ November 2012 - May 2014
S&P Capital IQ 2006 - 2012
S&P Capital IQ 2001 - 2006
Morningstar 1999 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Science (M.S.)
Georgia State University
Bachelor of Business Administration (BBA)
Maria (Masha) Cherny's Morningstar Experience December 2011 - June 2012
Job Senior Associate at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services August 2014 - Present
Hospira October 2013 - Present
Hospira February 2014 - August 2014
Hospira, Inc June 2013 - October 2013
Discover Financial Services June 2012 - August 2012
Morningstar December 2011 - June 2012
DePaul University January 2011 - December 2011
First Midwest Bank June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Accounting, Outlook, Public Speaking, Teamwork, Financial Analysis, Time Management, Accounts Receivable, Auditing, QuickBooks, Financial Reporting, Management, Budgets, Finance, Forecasting, Invoicing, Marketing, Leadership, Data Analysis, Internal Audit, Accounts Payable, Financial Modeling, Internal Controls, Spreadsheets, Account Reconciliation, Financial Statements, Analysis, Financial Accounting, Credit
Education
DePaul University 2009 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance
Discover Financial Services August 2014 - Present
Hospira October 2013 - Present
Hospira February 2014 - August 2014
Hospira, Inc June 2013 - October 2013
Discover Financial Services June 2012 - August 2012
Morningstar December 2011 - June 2012
DePaul University January 2011 - December 2011
First Midwest Bank June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Accounting, Outlook, Public Speaking, Teamwork, Financial Analysis, Time Management, Accounts Receivable, Auditing, QuickBooks, Financial Reporting, Management, Budgets, Finance, Forecasting, Invoicing, Marketing, Leadership, Data Analysis, Internal Audit, Accounts Payable, Financial Modeling, Internal Controls, Spreadsheets, Account Reconciliation, Financial Statements, Analysis, Financial Accounting, Credit
Education
DePaul University 2009 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance
Peter Haller's Morningstar Experience August 2015 - Present
Job Associate Product Manager at Morningstar
Industry Computer Software
Experience
Morningstar August 2015 - Present
Morningstar June 2014 - Present
Valslist.com 2006 - Present
EAD Trading December 2010 - June 2014
Hanley Group Capital 2008 - 2010
Sky, Earth, Energy June 2008 - August 2008
Green to Tee Golf Academy 2006 - 2007
Skills
Microsoft Excel, Microsoft Office, Trading, Options, Electronic Trading, Trading Strategies, Risk Management, Trading Systems, Commodity Markets, Start-ups, User Interface Design, User Experience, Mobile Applications, Web Design, CSS, Java, HTML 5, Objective-C, Xcode, Photoshop, Illustrator, PowerPoint, JIRA, APIs
Education
DePauw University 2006 — 2010
BA, Environmental Sciences, Economics
New Trier Township High School 2002 — 2006
Morningstar August 2015 - Present
Morningstar June 2014 - Present
Valslist.com 2006 - Present
EAD Trading December 2010 - June 2014
Hanley Group Capital 2008 - 2010
Sky, Earth, Energy June 2008 - August 2008
Green to Tee Golf Academy 2006 - 2007
Skills
Microsoft Excel, Microsoft Office, Trading, Options, Electronic Trading, Trading Strategies, Risk Management, Trading Systems, Commodity Markets, Start-ups, User Interface Design, User Experience, Mobile Applications, Web Design, CSS, Java, HTML 5, Objective-C, Xcode, Photoshop, Illustrator, PowerPoint, JIRA, APIs
Education
DePauw University 2006 — 2010
BA, Environmental Sciences, Economics
New Trier Township High School 2002 — 2006
Dan Wasiolek Dan Wasiolek's Morningstar Experience November 2014 - Present
Job Senior Equity Analyst at Morningstar
Industry Investment Management
Experience
Morningstar November 2014 - Present
Driehaus Capital Management March 2007 - September 2014
Driehaus Capital Management November 2004 - March 2007
Driehaus Capital Management June 1998 - November 2004
Skills
Portfolio Management, Equities, Equity Research, Asset Management, Investments, Investment Strategies, Equity Valuation, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Master's degree, Finance
Illinois Wesleyan University 1995 — 1998
Bachelor of Arts (BA), Business Administration with Economic and German minors
Morningstar November 2014 - Present
Driehaus Capital Management March 2007 - September 2014
Driehaus Capital Management November 2004 - March 2007
Driehaus Capital Management June 1998 - November 2004
Skills
Portfolio Management, Equities, Equity Research, Asset Management, Investments, Investment Strategies, Equity Valuation, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Master's degree, Finance
Illinois Wesleyan University 1995 — 1998
Bachelor of Arts (BA), Business Administration with Economic and German minors
Michael Deming's Morningstar Experience June 2013 - August 2013
Job Financial Analyst at Convergence, Inc.
Industry Financial Services
Experience
Convergence Inc April 2015 - Present
Private Client Resources June 2014 - February 2015
Morningstar June 2013 - August 2013
New Canaan Country Club May 2012 - August 2012
PGA of America June 2011 - August 2011
Rolling Hills Country Club June 2006 - June 2011
Skills
Golf Outings, Golf, Golf Course Management, Financial Economics, International Business..., Regression Analysis, Salesforce.com, MS Excel Pivot Tables, Financial Analysis, PowerPoint, Morningstar Direct, Social Networking, Research, Data Analysis, Microsoft Office, Event Management, Morningstar, Financial Modeling
Education
Dickinson College 2010 — 2014
Bachelor of Arts (BA), International Business & Management, Economics
Wilton High School 2006 — 2010
Diploma
Convergence Inc April 2015 - Present
Private Client Resources June 2014 - February 2015
Morningstar June 2013 - August 2013
New Canaan Country Club May 2012 - August 2012
PGA of America June 2011 - August 2011
Rolling Hills Country Club June 2006 - June 2011
Skills
Golf Outings, Golf, Golf Course Management, Financial Economics, International Business..., Regression Analysis, Salesforce.com, MS Excel Pivot Tables, Financial Analysis, PowerPoint, Morningstar Direct, Social Networking, Research, Data Analysis, Microsoft Office, Event Management, Morningstar, Financial Modeling
Education
Dickinson College 2010 — 2014
Bachelor of Arts (BA), International Business & Management, Economics
Wilton High School 2006 — 2010
Diploma
Scott Morganegg's Morningstar Experience June 2006 - June 2009
Job Founder at NINA99.com
Industry Online Media
Experience
NINA99 August 2015 - Present
TouchOfModern January 2014 - July 2014
Groupon July 2011 - January 2014
Groupon July 2010 - July 2011
Morningstar June 2006 - June 2009
Morningstar Italy November 2007 - November 2008
Morgan Stanley 2004 - 2005
Skills
Market Research, Account Management, New Business Development, Marketing Strategy, Amateur Breakdance, E-commerce, Sales, Start-ups, Analytics, Salesforce.com, Competitive Analysis, Online Advertising, Lead Generation, Strategic Partnerships, Digital Marketing, CRM
Education
DePaul University 2002 — 2006
Bachelor of Science (BS), Finance
Yorkville High School
Yorkville High School
NINA99 August 2015 - Present
TouchOfModern January 2014 - July 2014
Groupon July 2011 - January 2014
Groupon July 2010 - July 2011
Morningstar June 2006 - June 2009
Morningstar Italy November 2007 - November 2008
Morgan Stanley 2004 - 2005
Skills
Market Research, Account Management, New Business Development, Marketing Strategy, Amateur Breakdance, E-commerce, Sales, Start-ups, Analytics, Salesforce.com, Competitive Analysis, Online Advertising, Lead Generation, Strategic Partnerships, Digital Marketing, CRM
Education
DePaul University 2002 — 2006
Bachelor of Science (BS), Finance
Yorkville High School
Yorkville High School
Lu Meng Lu Meng's Morningstar Experience March 2015 - Present
Job Associate Engineer at Morningstar
Industry Banking
Experience
Morningstar March 2015 - Present
Chicago Trading Company August 2014 - December 2014
University of Illinois Extension August 2013 - December 2014
Skills
C++, Matlab, Microsoft Excel, Java, Microsoft SQL Server, R, Premiere, After Effects, Photoshop, Motions, InDesign
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's Degree, Financial Engineering
Dongbei University of Finance and Economics 2009 — 2013
Bachelor's Degree, Management Information Systems, General
Morningstar March 2015 - Present
Chicago Trading Company August 2014 - December 2014
University of Illinois Extension August 2013 - December 2014
Skills
C++, Matlab, Microsoft Excel, Java, Microsoft SQL Server, R, Premiere, After Effects, Photoshop, Motions, InDesign
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master's Degree, Financial Engineering
Dongbei University of Finance and Economics 2009 — 2013
Bachelor's Degree, Management Information Systems, General
Jason Stern's Morningstar Experience April 2015 - Present
Job Client Solutions Consultant, Advisor Workstation at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar March 2014 - April 2015
Pierce and Associates March 2013 - February 2014
Gener8tor October 2012 - November 2012
Norscot Group, Inc. 2011 - 2012
Norscot Group, Inc. June 2009 - August 2009
Norscot Group, Inc. June 2008 - August 2008
Skills
Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science in Accountancy (MSA)
Washington University in St. Louis 2006 — 2010
BSBA, Marketing
Morningstar April 2015 - Present
Morningstar March 2014 - April 2015
Pierce and Associates March 2013 - February 2014
Gener8tor October 2012 - November 2012
Norscot Group, Inc. 2011 - 2012
Norscot Group, Inc. June 2009 - August 2009
Norscot Group, Inc. June 2008 - August 2008
Skills
Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Science in Accountancy (MSA)
Washington University in St. Louis 2006 — 2010
BSBA, Marketing
Neha Bhatia Neha Bhatia's Morningstar Experience 2003 - December 2004
Job Senior Account Executive
Industry Marketing and Advertising
Experience
TransUnion March 2014 - Present
TransUnion Interactive 2009 - Present
Digitas November 2008 - July 2009
Agency.com April 2006 - October 2008
OMD Digital 2005 - 2006
Morningstar 2003 - December 2004
Skills
Display Advertising, Display Campaigns, PPC, Digital Media, comScore, Media Planning, Media Buying, Managing Partner..., Online Advertising, Online Communications, Social Media Marketing, DART for Advertisers, Atlas, Online Marketing, DoubleClick, Social Media
Education
DePaul University 2000 — 2004
Bachelor's degree, Marketing and Finance
DePaul University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing and Finance
TransUnion March 2014 - Present
TransUnion Interactive 2009 - Present
Digitas November 2008 - July 2009
Agency.com April 2006 - October 2008
OMD Digital 2005 - 2006
Morningstar 2003 - December 2004
Skills
Display Advertising, Display Campaigns, PPC, Digital Media, comScore, Media Planning, Media Buying, Managing Partner..., Online Advertising, Online Communications, Social Media Marketing, DART for Advertisers, Atlas, Online Marketing, DoubleClick, Social Media
Education
DePaul University 2000 — 2004
Bachelor's degree, Marketing and Finance
DePaul University 2000 — 2004
Bachelor of Business Administration (BBA), Marketing and Finance
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
Kerry Elkins's Morningstar Experience February 2007 - Present
Job Kerry Elkins |Sales Manager | Sales Executive| Customer Relations
Industry Financial Services
Experience
Morningstar February 2007 - Present
Morningstar 2003 - 2007
Morningstar 2002 - 2003
Morningstar 1998 - 2002
Morningstar 1997 - 1998
Morningstar 1996 - 1997
Education
Drake University
Bachelor of Science (BS), Elementary Education, Early Childhood, Education
Morningstar February 2007 - Present
Morningstar 2003 - 2007
Morningstar 2002 - 2003
Morningstar 1998 - 2002
Morningstar 1997 - 1998
Morningstar 1996 - 1997
Education
Drake University
Bachelor of Science (BS), Elementary Education, Early Childhood, Education
Sarah Heller's Morningstar Experience December 2011 - Present
Job Marketing Associate at Morningstar Investment Services
Industry Financial Services
Experience
Morningstar December 2011 - Present
optionMONSTER January 2010 - December 2011
optionMONSTER September 2007 - January 2010
CareerBuilder.com 2006 - 2007
Skills
Social Media Marketing, Options, Microsoft Excel, Microsoft Office, Advertising, Business Strategy, Salesforce.com, Trading, Risk Management, Customer Service, Project Management, Strategic Planning, Event Planning, Leadership, PowerPoint, Morningstar Direct, Event Management, Management, Online Advertising, Marketing, Email Marketing, Online Marketing, Market Research, Social Networking, Marketing Communications, Public Relations, Start-ups, Analytics
Education
DePaul University 2002 — 2006
Morningstar December 2011 - Present
optionMONSTER January 2010 - December 2011
optionMONSTER September 2007 - January 2010
CareerBuilder.com 2006 - 2007
Skills
Social Media Marketing, Options, Microsoft Excel, Microsoft Office, Advertising, Business Strategy, Salesforce.com, Trading, Risk Management, Customer Service, Project Management, Strategic Planning, Event Planning, Leadership, PowerPoint, Morningstar Direct, Event Management, Management, Online Advertising, Marketing, Email Marketing, Online Marketing, Market Research, Social Networking, Marketing Communications, Public Relations, Start-ups, Analytics
Education
DePaul University 2002 — 2006
Matthew Nemer, MSF, MBA Matthew Nemer, MSF, MBA's Morningstar Experience December 2011 - June 2012
Job Senior Financial Analyst at Vanderbilt University Medical Center
Industry Hospital & Health Care
Experience
Vanderbilt University Medical Center November 2014 - Present
Vanderbilt University Medical Center November 2012 - November 2014
Morningstar December 2011 - June 2012
CMZ Trading January 2011 - June 2011
Green Square Capital June 2008 - May 2009
Green Square Capital July 2006 - May 2008
Morgan Stanley Dean Witter May 2005 - August 2005
U.S. Senate May 2003 - June 2003
Skills
Valuation, Alternative Assets, Equities, Options, Trading, Finance, Financial Reporting, Financial Analysis, Financial Statement..., Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
M.S. Finance (M.S.F.)
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Busiess
Rhodes College 2004 — 2008
Bachelor of Arts, Business Administration, Accounting
Vanderbilt University Medical Center November 2014 - Present
Vanderbilt University Medical Center November 2012 - November 2014
Morningstar December 2011 - June 2012
CMZ Trading January 2011 - June 2011
Green Square Capital June 2008 - May 2009
Green Square Capital July 2006 - May 2008
Morgan Stanley Dean Witter May 2005 - August 2005
U.S. Senate May 2003 - June 2003
Skills
Valuation, Alternative Assets, Equities, Options, Trading, Finance, Financial Reporting, Financial Analysis, Financial Statement..., Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
M.S. Finance (M.S.F.)
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Busiess
Rhodes College 2004 — 2008
Bachelor of Arts, Business Administration, Accounting
Bruce Rhodes's Morningstar Experience 1996 - 2000
Job VP Consumer Revenues and Marketing at MIT Technology Review
Industry Marketing and Advertising
Experience
MIT Technology Review 2013 - Present
Revenue Architects 2012 - 2013
GXT Green 2011 - 2013
Media Reinvention 2010 - 2013
Harvard Business Review Group 2002 - 2010
Blue Dolphin Group 2000 - 2001
Morningstar 1996 - 2000
Travelers Express (TECI) 1994 - 1995
Citibank 1988 - 1993
Skills
Social Media Marketing, Audience Development, Content Marketing, P&L Responsibility, Integrated Marketing, Inbound Marketing, Lead Generation, Customer Acquisition, Customer Retention, New Product Ideas, New Product..., New Business Development, Business Strategy, Email Marketing, Paid Content, Paid Search Strategy, New Channels, Strategic Alliances, Strategic Partnerships, Data Analysis, Channel Optimization, Marketing Strategy, Direct Marketing, Revenue Analysis, Revenue Streams, Data Monetization, B2B, Marketing, Product Marketing, Publishing, Database Marketing, Multi-channel Marketing, Digital Marketing, Product Development, Strategy, Direct Mail, Online Marketing, SEM
Education
Northwestern University - Kellogg School of Management
MBA
Duke University
B.S.
MIT Technology Review 2013 - Present
Revenue Architects 2012 - 2013
GXT Green 2011 - 2013
Media Reinvention 2010 - 2013
Harvard Business Review Group 2002 - 2010
Blue Dolphin Group 2000 - 2001
Morningstar 1996 - 2000
Travelers Express (TECI) 1994 - 1995
Citibank 1988 - 1993
Skills
Social Media Marketing, Audience Development, Content Marketing, P&L Responsibility, Integrated Marketing, Inbound Marketing, Lead Generation, Customer Acquisition, Customer Retention, New Product Ideas, New Product..., New Business Development, Business Strategy, Email Marketing, Paid Content, Paid Search Strategy, New Channels, Strategic Alliances, Strategic Partnerships, Data Analysis, Channel Optimization, Marketing Strategy, Direct Marketing, Revenue Analysis, Revenue Streams, Data Monetization, B2B, Marketing, Product Marketing, Publishing, Database Marketing, Multi-channel Marketing, Digital Marketing, Product Development, Strategy, Direct Mail, Online Marketing, SEM
Education
Northwestern University - Kellogg School of Management
MBA
Duke University
B.S.
Cara Esser, CFA's Morningstar Experience September 2013 - Present
Job CEF Strategist/Senior Analyst Fixed Income Manager Research
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar July 2010 - April 2013
American Association of Individual Investors September 2004 - July 2010
Merrill Lynch June 2003 - August 2003
Edward Jones June 2002 - August 2002
Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, 3.9
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance and Banking, 3.9
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar July 2010 - April 2013
American Association of Individual Investors September 2004 - July 2010
Merrill Lynch June 2003 - August 2003
Edward Jones June 2002 - August 2002
Skills
Closed-end Funds, Mutual Funds, Fixed Income, Equities, Asset Allocation, Investments, Investment Strategies, Analysis, Options, Financial Analysis, Writing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, Finance, 3.9
University of Missouri-Columbia 2000 — 2004
Bachelors, Finance and Banking, 3.9
Andrew Stockler's Morningstar Experience October 2013 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
AT&T June 2003 - October 2013
Skills
Business Valuation, Equity Valuation, Equity Research, Financial Modeling, Corporate Finance, Business Acquisition, Financial Statement..., Investments, Account Management, Consultative Selling..., Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Masters Of Science, Finance, 3.81
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Finance, 3.86
Penn State University 1999 — 2003
Telecommunications
Morningstar October 2013 - Present
AT&T June 2003 - October 2013
Skills
Business Valuation, Equity Valuation, Equity Research, Financial Modeling, Corporate Finance, Business Acquisition, Financial Statement..., Investments, Account Management, Consultative Selling..., Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Masters Of Science, Finance, 3.81
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Finance, 3.86
Penn State University 1999 — 2003
Telecommunications
Milan Wozniak's Morningstar Experience September 2006 - August 2009
Job
Industry Law Practice
Experience
Sidley Austin LLP September 2012 - Present
Georgetown University Law Center 2010 - May 2012
US Securities and Exchange Commission June 2011 - August 2011
Illinois Attorney General's Office June 2010 - August 2010
Morningstar September 2006 - August 2009
The Weiland Financial Group July 2004 - September 2006
Education
Georgetown University Law Center 2010 — 2012
JD, Law
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MBA, Management
University of Iowa 1999 — 2003
BBA, Finance
Sidley Austin LLP September 2012 - Present
Georgetown University Law Center 2010 - May 2012
US Securities and Exchange Commission June 2011 - August 2011
Illinois Attorney General's Office June 2010 - August 2010
Morningstar September 2006 - August 2009
The Weiland Financial Group July 2004 - September 2006
Education
Georgetown University Law Center 2010 — 2012
JD, Law
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2012
MBA, Management
University of Iowa 1999 — 2003
BBA, Finance
Cara Frigo's Morningstar Experience March 2015 - Present
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar March 2015 - Present
Morningstar June 2013 - Present
Morningstar April 2012 - June 2013
Winston & Strawn LLP January 2008 - May 2012
Nippon Life Insurance December 2006 - January 2008
Skills
Public Relations, Social Media Marketing, Research, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA with Distinction, Finance and Strategy, Execution and Valuation (SEV)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Morningstar March 2015 - Present
Morningstar June 2013 - Present
Morningstar April 2012 - June 2013
Winston & Strawn LLP January 2008 - May 2012
Nippon Life Insurance December 2006 - January 2008
Skills
Public Relations, Social Media Marketing, Research, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA with Distinction, Finance and Strategy, Execution and Valuation (SEV)
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Andrew Starr's Morningstar Experience June 1994 - August 1996
Job Senior Research Analyst at Institutional Capital LLC
Industry Financial Services
Experience
Institutional Capital Corp November 1998 - Present
Zurich Financial Services August 1996 - November 1998
Morningstar June 1994 - August 1996
Skills
Portfolio Management, Asset Managment, Finance, Microsoft Excel, Equity Research, Financial Analysis, Financial Modeling, Investment Management, Sector Research, Sector Coverage, Equity Research Analysis, Value Investing, DCF Valuation, Stock Picking, SOTP
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Accounting, Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), History
Institutional Capital Corp November 1998 - Present
Zurich Financial Services August 1996 - November 1998
Morningstar June 1994 - August 1996
Skills
Portfolio Management, Asset Managment, Finance, Microsoft Excel, Equity Research, Financial Analysis, Financial Modeling, Investment Management, Sector Research, Sector Coverage, Equity Research Analysis, Value Investing, DCF Valuation, Stock Picking, SOTP
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Accounting, Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), History
Paul Justice's Morningstar Experience December 2012 - Present
Job Director, Fund Research Methodology at Morningstar
Industry Financial Services
Experience
Morningstar December 2012 - Present
Morningstar November 2009 - December 2012
Morningstar June 2008 - November 2009
Morningstar October 2004 - May 2008
Merrill Lynch 2000 - 2004
MFS 1997 - 1997
Skills
ETFs, Equities, Economics, Finance, Morningstar, Asset, Closed-end Funds, Separately Managed..., Equity Research, Mutual Funds, Asset Allocation, Equity Valuation, Alternative Investments, Hedge Funds, Series 7, Investment Strategies, Bloomberg, Fixed Income, Investment Management, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Masters, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
B.A., Economics
Morningstar December 2012 - Present
Morningstar November 2009 - December 2012
Morningstar June 2008 - November 2009
Morningstar October 2004 - May 2008
Merrill Lynch 2000 - 2004
MFS 1997 - 1997
Skills
ETFs, Equities, Economics, Finance, Morningstar, Asset, Closed-end Funds, Separately Managed..., Equity Research, Mutual Funds, Asset Allocation, Equity Valuation, Alternative Investments, Hedge Funds, Series 7, Investment Strategies, Bloomberg, Fixed Income, Investment Management, Equity Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Masters, Finance
University of Illinois at Urbana-Champaign 1994 — 1998
B.A., Economics
Patrick Cooney's Morningstar Experience September 2009 - October 2012
Job Director of Brokerage Operations at Convey, A Sovos Compliance Company
Industry Financial Services
Experience
Advantus Capital Management December 2012 - September 2013
Morningstar September 2009 - October 2012
Morningstar, Inc. September 2006 - September 2009
Morningstar October 2004 - September 2006
TransUnion 2000 - 2004
Skills
Operations Management, Business Process Logic, Business Process..., SDLC Business Leadership, Project Management, Service Management, Relationship Management, Team Development, Situational Leadership, Knowledge Transfer, Morningstar, Morningstar Office, QuickBase, Microsoft Excel, Product Management, Software Delivery, B2B Marketing, Software Training, SaaS Marketing, Management, Financial Services, Enterprise Software, SaaS, Hands-on Training, Business Analysis, Software Deployment, Strategy, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA with Dual Concentrations, Finance (Investment Management); Marketing (Strategies and Planning), 3.84 GPA
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
Dual Degree: Bachelor of Business Administration (BBA); Bachelor of Arts (BA), Dual Major: Finance and Financial Management Services; Psychology
Advantus Capital Management December 2012 - September 2013
Morningstar September 2009 - October 2012
Morningstar, Inc. September 2006 - September 2009
Morningstar October 2004 - September 2006
TransUnion 2000 - 2004
Skills
Operations Management, Business Process Logic, Business Process..., SDLC Business Leadership, Project Management, Service Management, Relationship Management, Team Development, Situational Leadership, Knowledge Transfer, Morningstar, Morningstar Office, QuickBase, Microsoft Excel, Product Management, Software Delivery, B2B Marketing, Software Training, SaaS Marketing, Management, Financial Services, Enterprise Software, SaaS, Hands-on Training, Business Analysis, Software Deployment, Strategy, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA with Dual Concentrations, Finance (Investment Management); Marketing (Strategies and Planning), 3.84 GPA
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
Dual Degree: Bachelor of Business Administration (BBA); Bachelor of Arts (BA), Dual Major: Finance and Financial Management Services; Psychology
Todd Lukasik's Morningstar Experience October 2010 - Present
Job Senior Equity Analyst at Morningstar
Industry Investment Management
Experience
Morningstar October 2010 - Present
Morningstar October 2007 - October 2010
BrightCar, Inc. April 2006 - September 2007
Morningstar January 2003 - March 2005
MicroMass Communications January 2000 - July 2001
The Alcar Group, Ltd. October 1994 - November 1999
Skills
Equity Research, Valuation, Morningstar Direct, Equity Valuation, Equities, Financial Modeling
Education
Duke University 1990 — 1994
Morningstar October 2010 - Present
Morningstar October 2007 - October 2010
BrightCar, Inc. April 2006 - September 2007
Morningstar January 2003 - March 2005
MicroMass Communications January 2000 - July 2001
The Alcar Group, Ltd. October 1994 - November 1999
Skills
Equity Research, Valuation, Morningstar Direct, Equity Valuation, Equities, Financial Modeling
Education
Duke University 1990 — 1994
Shariq Ahmad's Morningstar Experience August 2012 - Present
Job Senior Manager, Technology at Morningstar
Industry Financial Services
Experience
Morningstar August 2012 - Present
Morningstar May 2010 - August 2012
Chicago Stock Exchange August 2007 - May 2010
Sears Holdings January 2007 - August 2007
United Airlines April 2005 - January 2007
AT&T June 2001 - April 2005
Skills
Agile Methodologies, Market Data, Software Project..., SDLC, Java, Enterprise Architecture, Distributed Systems, Unix, Business Analysis, Trading Systems, Electronic Trading, Perl, Solaris, Shell Scripting, IT Strategy, Vendor Management, JavaScript, C++, C, ITIL v3 Foundations...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
M.B.A., Finance
DePaul University 2001 — 2003
M.S., Software Engineering
University of Illinois at Chicago 1997 — 2001
B.S., Computer Engineering
Morningstar August 2012 - Present
Morningstar May 2010 - August 2012
Chicago Stock Exchange August 2007 - May 2010
Sears Holdings January 2007 - August 2007
United Airlines April 2005 - January 2007
AT&T June 2001 - April 2005
Skills
Agile Methodologies, Market Data, Software Project..., SDLC, Java, Enterprise Architecture, Distributed Systems, Unix, Business Analysis, Trading Systems, Electronic Trading, Perl, Solaris, Shell Scripting, IT Strategy, Vendor Management, JavaScript, C++, C, ITIL v3 Foundations...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2011
M.B.A., Finance
DePaul University 2001 — 2003
M.S., Software Engineering
University of Illinois at Chicago 1997 — 2001
B.S., Computer Engineering
Steven Engelhardt, CFA's Morningstar Experience September 2013 - Present
Job Head of Architecture/Core Services
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar February 2012 - April 2013
Morningstar November 2008 - February 2012
Morningstar January 2005 - November 2008
Morningstar May 2003 - January 2005
NCSA July 2001 - May 2003
Microsoft June 2000 - July 2001
Education
DePaul University 2005 — 2008
MS, Computational Finance
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Computer Engineering
Morningstar September 2013 - Present
Morningstar April 2013 - September 2013
Morningstar February 2012 - April 2013
Morningstar November 2008 - February 2012
Morningstar January 2005 - November 2008
Morningstar May 2003 - January 2005
NCSA July 2001 - May 2003
Microsoft June 2000 - July 2001
Education
DePaul University 2005 — 2008
MS, Computational Finance
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Computer Engineering
Sharon Leong's Morningstar Experience July 2000 - Present
Job Sr programmer at Morningstar.com
Industry Information Services
Experience
Morningstar.com July 2000 - Present
Morningstar July 2000 - Present
Morningstar 1998 - 2012
Skills
Online Advertising, Analytics, Digital Marketing, Product Management, Web Analytics, Morningstar Direct, Agile Methodologies, Ad Optimization, Advertising, Interactive Advertising
Education
DePaul University 2015 — 2019
Master's degree in Computer Science
Morningstar.com July 2000 - Present
Morningstar July 2000 - Present
Morningstar 1998 - 2012
Skills
Online Advertising, Analytics, Digital Marketing, Product Management, Web Analytics, Morningstar Direct, Agile Methodologies, Ad Optimization, Advertising, Interactive Advertising
Education
DePaul University 2015 — 2019
Master's degree in Computer Science
Tim Puglia's Morningstar Experience August 2005 - Present
Job Project Manager, Structured Credit Ratings at Morningstar
Industry Financial Services
Experience
Morningstar August 2005 - Present
Wheels of Wellness October 2001 - July 2005
Skills
Customer Relations, Business Analysis, Structured Finance, CMBS, Project Management, Six Sigma, Capital Markets, Financial Analysis, Fixed Income, Bonds, Analysis, Risk Management, Process Improvement, Databases, Finance, Leadership, Management, Financial Modeling
Education
Temple University - Fox School of Business and Management 2007 — 2011
MBA, Finance
Drexel University 1999 — 2004
BS, Information Systems
Morningstar August 2005 - Present
Wheels of Wellness October 2001 - July 2005
Skills
Customer Relations, Business Analysis, Structured Finance, CMBS, Project Management, Six Sigma, Capital Markets, Financial Analysis, Fixed Income, Bonds, Analysis, Risk Management, Process Improvement, Databases, Finance, Leadership, Management, Financial Modeling
Education
Temple University - Fox School of Business and Management 2007 — 2011
MBA, Finance
Drexel University 1999 — 2004
BS, Information Systems
Basili Alukos, CPA, CFA's Morningstar Experience August 2013 - Present
Job Inquisitive value investor with an academic approach to research
Industry Financial Services
Experience
Morningstar August 2013 - Present
Morningstar June 2013 - November 2014
Morningstar January 2008 - July 2013
McGladrey & Pullen, LLP September 2006 - December 2007
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, investments, Cash Flow Forecasting, Financial Analysis, Accounting, Equity Research, Alternative Investments, Equities, Analysis, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2015
MBA, Accounting
Drake University 2002 — 2006
BSBA, Accounting and Finance
Morningstar August 2013 - Present
Morningstar June 2013 - November 2014
Morningstar January 2008 - July 2013
McGladrey & Pullen, LLP September 2006 - December 2007
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, investments, Cash Flow Forecasting, Financial Analysis, Accounting, Equity Research, Alternative Investments, Equities, Analysis, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2015
MBA, Accounting
Drake University 2002 — 2006
BSBA, Accounting and Finance
Scott Molinaro's Morningstar Experience 2006 - 2007
Job Investment Banking Associate
Industry Investment Banking
Experience
Lincoln International July 2013 - Present
Spot Trading LLC January 2012 - August 2012
Spot Trading LLC June 2007 - January 2012
Morningstar 2006 - 2007
Skills
Financial Modeling, Valuation, Equities, Industry Analysis, Bloomberg, Derivatives, Trading, Investments, Business Valuation, Financial Analysis, Financial Markets, Options, Equity Research, Capital Markets, Research, Excel, SQL, Economics, Hedge Funds, DCF, Retail, Forecasting, Mergers, Alternative Investments, Corporate Finance, Securities, Equity Valuation, Bloomberg Terminal, Factset, Cash Flow Forecasting, Buy-side, Equity Derivatives, Industry Research, Fundamental Research, Equity Trading, Security Analysis, Credit Risk, Capital IQ, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Management and Strategy, Managerial Economics, Management and Organizations
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Finance
Lincoln International July 2013 - Present
Spot Trading LLC January 2012 - August 2012
Spot Trading LLC June 2007 - January 2012
Morningstar 2006 - 2007
Skills
Financial Modeling, Valuation, Equities, Industry Analysis, Bloomberg, Derivatives, Trading, Investments, Business Valuation, Financial Analysis, Financial Markets, Options, Equity Research, Capital Markets, Research, Excel, SQL, Economics, Hedge Funds, DCF, Retail, Forecasting, Mergers, Alternative Investments, Corporate Finance, Securities, Equity Valuation, Bloomberg Terminal, Factset, Cash Flow Forecasting, Buy-side, Equity Derivatives, Industry Research, Fundamental Research, Equity Trading, Security Analysis, Credit Risk, Capital IQ, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Management and Strategy, Managerial Economics, Management and Organizations
DePaul University 2004 — 2007
Bachelor of Science (B.S.), Finance
Tianwen Chen's Morningstar Experience May 2014 - Present
Job Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar September 2011 - April 2014
Morningstar March 2009 - August 2011
Morningstar March 2003 - February 2009
Skills
Product Management, Product Development, Business Analysis, Software Project..., Collaborative Problem..., Project Management, Software Quality..., Data Quality Assurance, Software Documentation, Technical Documentation, Technical Support, Financial Data, Technical Analysis, Market Data, Process Improvement, Testing, Requirement..., Benefit Cost Analysis, Asset Management, Business Requirements, Data Analysis, Analysis, Quality Assurance, Equities, Financial Services, Investments, Portfolio Management
Education
DePaul University 2013 — 2015
Master's degree, Information Technology Project Management
Hunan University 1999 — 2003
Bachelor of Science (BS), Computer Science
Morningstar May 2014 - Present
Morningstar September 2011 - April 2014
Morningstar March 2009 - August 2011
Morningstar March 2003 - February 2009
Skills
Product Management, Product Development, Business Analysis, Software Project..., Collaborative Problem..., Project Management, Software Quality..., Data Quality Assurance, Software Documentation, Technical Documentation, Technical Support, Financial Data, Technical Analysis, Market Data, Process Improvement, Testing, Requirement..., Benefit Cost Analysis, Asset Management, Business Requirements, Data Analysis, Analysis, Quality Assurance, Equities, Financial Services, Investments, Portfolio Management
Education
DePaul University 2013 — 2015
Master's degree, Information Technology Project Management
Hunan University 1999 — 2003
Bachelor of Science (BS), Computer Science
Melinda Urban's Morningstar Experience January 2004 - June 2004
Job Recruiter at Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group November 2005 - Present
Citadel Investment Group June 2004 - February 2006
Morningstar January 2004 - June 2004
Education
DePaul University 2000 — 2004
B.C.S, Business Management, Human Resources
Citadel Investment Group November 2005 - Present
Citadel Investment Group June 2004 - February 2006
Morningstar January 2004 - June 2004
Education
DePaul University 2000 — 2004
B.C.S, Business Management, Human Resources
Eric Dziewiontkoski, PMP's Morningstar Experience November 2013 - Present
Job Client Manager at Morningstar
Industry Insurance
Experience
Morningstar November 2013 - Present
Sedgwick March 2013 - November 2013
Sedgwick CMS February 2012 - February 2013
Sedgwick CMS March 2010 - February 2012
Sedgwick CMS May 2008 - March 2010
Liberty Mutual Insurance March 2005 - April 2008
Skills
Change Management, Process Improvement, Project Management, Leadership, Talent Management, Business Strategy, Negotiation, Consulting, Risk Management, Business Analysis, Analysis, Data Analysis, Insurance, Strategic Planning, Management, Training, Cross-functional Team..., Business Process..., Account Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Operations Management/Leadership and Change Management
The London School of Economics and Political Science (LSE) 2004 — 2004
University of Illinois at Urbana-Champaign 2001 — 2004
Bachelor of Arts, Economics
Morningstar November 2013 - Present
Sedgwick March 2013 - November 2013
Sedgwick CMS February 2012 - February 2013
Sedgwick CMS March 2010 - February 2012
Sedgwick CMS May 2008 - March 2010
Liberty Mutual Insurance March 2005 - April 2008
Skills
Change Management, Process Improvement, Project Management, Leadership, Talent Management, Business Strategy, Negotiation, Consulting, Risk Management, Business Analysis, Analysis, Data Analysis, Insurance, Strategic Planning, Management, Training, Cross-functional Team..., Business Process..., Account Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Operations Management/Leadership and Change Management
The London School of Economics and Political Science (LSE) 2004 — 2004
University of Illinois at Urbana-Champaign 2001 — 2004
Bachelor of Arts, Economics
Jeffrey Berner's Morningstar Experience April 2012 - Present
Job Team Lead at Morningstar
Industry Financial Services
Experience
Morningstar April 2012 - Present
Morningstar August 2007 - April 2012
Morningstar April 2006 - August 2007
Morningstar October 2004 - April 2006
Deutsche Bank February 2002 - October 2004
Skills
SQL, Data Analysis, Quickbase, Quality Auditing, Data Quality, Investments, Management, QuickBase, Microsoft Excel, Business Analysis, Process Improvement, Quality Assurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
University of Illinois at Urbana-Champaign 1996 — 2001
BFA, Painting
Morningstar April 2012 - Present
Morningstar August 2007 - April 2012
Morningstar April 2006 - August 2007
Morningstar October 2004 - April 2006
Deutsche Bank February 2002 - October 2004
Skills
SQL, Data Analysis, Quickbase, Quality Auditing, Data Quality, Investments, Management, QuickBase, Microsoft Excel, Business Analysis, Process Improvement, Quality Assurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Financial Analysis
University of Illinois at Urbana-Champaign 1996 — 2001
BFA, Painting
Tom Tully's Morningstar Experience February 2008 - June 2008
Job Managing Director at Hunter Peak Investments
Industry Financial Services
Experience
Hunter Peak Investments September 2014 - Present
Sheffield Asset Management July 2010 - July 2014
Magnetar Capital 2009 - 2009
Morningstar February 2008 - June 2008
Equity International June 2006 - September 2006
Skills
Hedge Funds, Valuation, Equities, Asset Managment, Alternative Investments, Financial Modeling, Financial Analysis, Equity Research, Corporate Finance, Investments, Due Diligence, Bloomberg, Private Equity, Fixed Income, Investment Management
Education
DePaul University 2007 — 2010
Bachelor's Degree, Finance & Real Estate
Georgetown University 2006 — 2007
Economics
Hunter Peak Investments September 2014 - Present
Sheffield Asset Management July 2010 - July 2014
Magnetar Capital 2009 - 2009
Morningstar February 2008 - June 2008
Equity International June 2006 - September 2006
Skills
Hedge Funds, Valuation, Equities, Asset Managment, Alternative Investments, Financial Modeling, Financial Analysis, Equity Research, Corporate Finance, Investments, Due Diligence, Bloomberg, Private Equity, Fixed Income, Investment Management
Education
DePaul University 2007 — 2010
Bachelor's Degree, Finance & Real Estate
Georgetown University 2006 — 2007
Economics
Lou Lombardo's Morningstar Experience January 2006 - June 2015
Job Sales Executive, Financial Institutions
Industry Telecommunications
Experience
Call One, Incorporated July 2015 - Present
Chicago Edge Soccer Club 2014 - Present
Morningstar January 2006 - June 2015
Morningstar May 2004 - January 2006
ABN AMRO January 1992 - May 2004
Skills
Sales, Customer Service, Relationship Management, Product Management, CRM, Banking, Leadership, Business Analysis, Business Strategy, Financial Services, Sales Management, Portfolio Management, Mutual Funds, Strategy, Risk Management, Investments, Management, Finance
Education
Northwestern University 2001 — 2003
Masters, Communications Systems, Strategy and Management
DePaul University
BA, Economics
Call One, Incorporated July 2015 - Present
Chicago Edge Soccer Club 2014 - Present
Morningstar January 2006 - June 2015
Morningstar May 2004 - January 2006
ABN AMRO January 1992 - May 2004
Skills
Sales, Customer Service, Relationship Management, Product Management, CRM, Banking, Leadership, Business Analysis, Business Strategy, Financial Services, Sales Management, Portfolio Management, Mutual Funds, Strategy, Risk Management, Investments, Management, Finance
Education
Northwestern University 2001 — 2003
Masters, Communications Systems, Strategy and Management
DePaul University
BA, Economics
Sean Rooney, CFA's Morningstar Experience 2011 - 2012
Job Senior Vice President at Alvarez & Marsal Investment Management LLC
Industry Investment Management
Experience
Alvarez & Marsal Investment Management LLC 2015 - Present
Vanderbilt Avenue Asset Management 2013 - 2015
Morningstar 2011 - 2012
Merrill Lynch 2000 - 2008
Skills
Series 63, Finance, Fixed Income, Capital Markets, Investments, Asset Management, Equities, Investment Banking, Series 7, Trading, Bloomberg, Equity Research, Alternative Investments, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Alvarez & Marsal Investment Management LLC 2015 - Present
Vanderbilt Avenue Asset Management 2013 - 2015
Morningstar 2011 - 2012
Merrill Lynch 2000 - 2008
Skills
Series 63, Finance, Fixed Income, Capital Markets, Investments, Asset Management, Equities, Investment Banking, Series 7, Trading, Bloomberg, Equity Research, Alternative Investments, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Alex Moritz's Morningstar Experience September 2014 - May 2015
Job Associate Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management May 2015 - Present
Morningstar September 2014 - May 2015
Morningstar November 2013 - September 2014
Morningstar September 2010 - November 2013
Morningstar May 2008 - September 2010
Cambridge Global Payments September 2007 - May 2008
Skills
Equities, Financial Markets, Morningstar Direct, Asset Allocation, Financial Services, Investments, Investment Strategies, Management, Mutual Funds, Business Analysis, Relationship Management, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Strategy and Finance
Loyola University Chicago 2004 — 2007
BA, Economics, French
UBS Global Asset Management May 2015 - Present
Morningstar September 2014 - May 2015
Morningstar November 2013 - September 2014
Morningstar September 2010 - November 2013
Morningstar May 2008 - September 2010
Cambridge Global Payments September 2007 - May 2008
Skills
Equities, Financial Markets, Morningstar Direct, Asset Allocation, Financial Services, Investments, Investment Strategies, Management, Mutual Funds, Business Analysis, Relationship Management, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Strategy and Finance
Loyola University Chicago 2004 — 2007
BA, Economics, French
Pat Stanton's Morningstar Experience February 1995 - November 2002
Job CONTROLLER at GHC MECHANICAL, INC.
Industry Construction
Experience
GHC MECHANICAL, INC. May 2007 - Present
Aldridge Electric, Inc. February 2006 - May 2007
L. Marshall, Inc. November 2002 - February 2006
Morningstar February 1995 - November 2002
Skills
Auditing, General Ledger, Finance, Cash Flow, GAAP, Account Reconciliation, Financial Reporting, Payroll, Accounting, Insurance, Human Resources, Financial Analysis, Valuation, Forecasting, Project Management, Tax, Banking, Accounts Payable, Accounts Receivable, Strategic Financial..., Internal Controls, Financial Accounting, Variance Analysis
Education
DePaul University 1990 — 1992
MBA, Finance
Marquette University 1978 — 1981
B.S., Accounting
GHC MECHANICAL, INC. May 2007 - Present
Aldridge Electric, Inc. February 2006 - May 2007
L. Marshall, Inc. November 2002 - February 2006
Morningstar February 1995 - November 2002
Skills
Auditing, General Ledger, Finance, Cash Flow, GAAP, Account Reconciliation, Financial Reporting, Payroll, Accounting, Insurance, Human Resources, Financial Analysis, Valuation, Forecasting, Project Management, Tax, Banking, Accounts Payable, Accounts Receivable, Strategic Financial..., Internal Controls, Financial Accounting, Variance Analysis
Education
DePaul University 1990 — 1992
MBA, Finance
Marquette University 1978 — 1981
B.S., Accounting
Shiming Shen's Morningstar Experience March 2006 - May 2011
Job Director of IT Development at SMS Assist, LLC
Industry Facilities Services
Experience
SMS Assist, LLC May 2013 - Present
Gelber Group LLC May 2011 - April 2013
Morningstar March 2006 - May 2011
Education
University of Chicago
MS, Financial Mathematics
DePaul University
Master's Degree, CS
University of Science and Technology of China
BE,ME, EE
SMS Assist, LLC May 2013 - Present
Gelber Group LLC May 2011 - April 2013
Morningstar March 2006 - May 2011
Education
University of Chicago
MS, Financial Mathematics
DePaul University
Master's Degree, CS
University of Science and Technology of China
BE,ME, EE
Michelle Staeger's Morningstar Experience October 2014 - Present
Job Operations Analyst at Morningstar
Industry Financial Services
Experience
Morningstar October 2014 - Present
Morningstar February 2014 - September 2014
Morningstar April 2010 - February 2014
Chicago NOW August 2009 - December 2011
Chicago NOW August 2009 - January 2011
Spectrum Global Fund Administration March 2007 - November 2008
JBS & Associates, Inc. November 2005 - March 2007
ADM June 2003 - September 2003
Skills
Hedge Funds, Derivatives, Financial Analysis, Alternative Investments, Mutual Funds, Investments, Asset Managment, Financial Services, Relationship Management, Securities, Finance, Equities
Education
DePaul University 2000 — 2004
BS, Finance
Morningstar October 2014 - Present
Morningstar February 2014 - September 2014
Morningstar April 2010 - February 2014
Chicago NOW August 2009 - December 2011
Chicago NOW August 2009 - January 2011
Spectrum Global Fund Administration March 2007 - November 2008
JBS & Associates, Inc. November 2005 - March 2007
ADM June 2003 - September 2003
Skills
Hedge Funds, Derivatives, Financial Analysis, Alternative Investments, Mutual Funds, Investments, Asset Managment, Financial Services, Relationship Management, Securities, Finance, Equities
Education
DePaul University 2000 — 2004
BS, Finance
Mike Magerman's Morningstar Experience June 2000 - Present
Job Senior Vice President at Morningstar
Industry Commercial Real Estate
Experience
Morningstar June 2000 - Present
BlackRock June 1995 - June 2000
Mellon Bank January 1993 - June 1995
PSFS / Meritor Savings Bank 1986 - 1992
Education
Drexel University - LeBow College of Business 1985 — 1987
M.B.A., Finance
University of Pennsylvania 1975 — 1979
B.A., Psychology
Morningstar June 2000 - Present
BlackRock June 1995 - June 2000
Mellon Bank January 1993 - June 1995
PSFS / Meritor Savings Bank 1986 - 1992
Education
Drexel University - LeBow College of Business 1985 — 1987
M.B.A., Finance
University of Pennsylvania 1975 — 1979
B.A., Psychology
Vasili Kharchenko's Morningstar Experience February 2014 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar February 2014 - Present
Newedge USA (JV by Societe Generale and Credit Agricole CIB) December 2012 - February 2014
Newedge USA (JV by Societe Generale and Credit Agricole CIB) February 2011 - December 2012
Newedge USA (JV by Société Générale and Crédit Agricole CIB) December 2008 - February 2011
Calyon Financial (a member of the Credit Agricole Group) 2006 - 2009
Skills
Investment Banking, Trading, Portfolio Management, Options, Derivatives, Fixed Income, Prime Brokerage
Education
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics, Cum Laude
European Humanities University 2001 — 2003
International Law
Morningstar February 2014 - Present
Newedge USA (JV by Societe Generale and Credit Agricole CIB) December 2012 - February 2014
Newedge USA (JV by Societe Generale and Credit Agricole CIB) February 2011 - December 2012
Newedge USA (JV by Société Générale and Crédit Agricole CIB) December 2008 - February 2011
Calyon Financial (a member of the Credit Agricole Group) 2006 - 2009
Skills
Investment Banking, Trading, Portfolio Management, Options, Derivatives, Fixed Income, Prime Brokerage
Education
DePaul University 2005 — 2009
Bachelor of Science (B.S.), Finance, Economics, Cum Laude
European Humanities University 2001 — 2003
International Law
Alexis Danilo's Morningstar Experience August 2013 - Present
Job Vice President, Sales at Morningstar Credit Ratings, LLC at Morningstar
Industry Financial Services
Experience
Morningstar August 2013 - Present
Morningstar, Inc Structured Credit Ratings (formerly Realpoint LLC) May 2010 - Present
Realpoint LLC September 2007 - May 2010
Skills
Investments, Structured Finance, Credit Analysis, Portfolio Management, Credit, Business Development, Trading, Credit Risk, Risk Management, Loans, Bonds, Analysis
Education
Drexel University 2002 — 2007
Finance
Morningstar August 2013 - Present
Morningstar, Inc Structured Credit Ratings (formerly Realpoint LLC) May 2010 - Present
Realpoint LLC September 2007 - May 2010
Skills
Investments, Structured Finance, Credit Analysis, Portfolio Management, Credit, Business Development, Trading, Credit Risk, Risk Management, Loans, Bonds, Analysis
Education
Drexel University 2002 — 2007
Finance
Nathan Glencer's Morningstar Experience May 2015 - Present
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Morningstar July 2014 - Present
Teach for America May 2012 - June 2014
Samasource June 2013 - August 2013
Duke Chronicle March 2010 - June 2012
Duke University January 2012 - May 2012
Fuqua School of Business September 2009 - May 2012
North Carolina Humanities Council May 2011 - July 2011
South African Education and Environment Project May 2009 - July 2009
University of Michigan June 2007 - July 2007
Skills
Research, Editing, Microsoft Office, PowerPoint, Wordpress, Adobe Creative Suite, Stata, Leadership, Curriculum Design, Photography, Grant Writing, Data Analysis, Nonprofits, French, Teaching
Education
The University of New Mexico 2012 — 2014
M.A., Secondary Education and Teaching
Duke University 2008 — 2012
A.B., B.S., Public Policy Studies, Economics, and Documentary Studies
Greenhills School 2004 — 2008
Morningstar May 2015 - Present
Morningstar July 2014 - Present
Teach for America May 2012 - June 2014
Samasource June 2013 - August 2013
Duke Chronicle March 2010 - June 2012
Duke University January 2012 - May 2012
Fuqua School of Business September 2009 - May 2012
North Carolina Humanities Council May 2011 - July 2011
South African Education and Environment Project May 2009 - July 2009
University of Michigan June 2007 - July 2007
Skills
Research, Editing, Microsoft Office, PowerPoint, Wordpress, Adobe Creative Suite, Stata, Leadership, Curriculum Design, Photography, Grant Writing, Data Analysis, Nonprofits, French, Teaching
Education
The University of New Mexico 2012 — 2014
M.A., Secondary Education and Teaching
Duke University 2008 — 2012
A.B., B.S., Public Policy Studies, Economics, and Documentary Studies
Greenhills School 2004 — 2008
Margaret Kujawa's Morningstar Experience January 2011 - Present
Job Design Team Lead at Morningstar
Industry Design
Experience
Morningstar January 2011 - Present
Morningstar July 2001 - January 2011
Morningstar June 1998 - July 2000
Skills
Information Architecture, Usability Testing, Typography, Adobe Creative Suite, Graphic Design, User Interface Design, Wireframes, Experience Design, Graphics, Art Direction, Information Design, User Interface, User Experience, Interaction Design, User-centered Design, User Experience Design, Visual Communication
Education
DePaul University 2001 — 2003
MS, Human Computer Interaction
University of Illinois at Chicago 1995 — 1999
BFA, Graphic Design
Morningstar January 2011 - Present
Morningstar July 2001 - January 2011
Morningstar June 1998 - July 2000
Skills
Information Architecture, Usability Testing, Typography, Adobe Creative Suite, Graphic Design, User Interface Design, Wireframes, Experience Design, Graphics, Art Direction, Information Design, User Interface, User Experience, Interaction Design, User-centered Design, User Experience Design, Visual Communication
Education
DePaul University 2001 — 2003
MS, Human Computer Interaction
University of Illinois at Chicago 1995 — 1999
BFA, Graphic Design
Jessica McCollum's Morningstar Experience 2002 - 2004
Job Realtor at Keller Williams Realty Premiere Properties
Industry Real Estate
Experience
Keller Williams Realty Premiere Properties August 2011 - Present
Morningstar 2002 - 2004
Heller Financial 2000 - 2002
CBIZ Rootberg Business Services 1996 - 2000
Skills
Real Estate, Investments, Short Sales, Financial Analysis, Foreclosures, Buyers, Real Estate Transactions, Sellers, First Time Home Buyers, Investment Properties, Customer Service, Listings, Buyer Representation, Townhomes, Condos, Relocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Strategy, Execution & Valuation
Northern Illinois University 1992 — 1996
BS, Accounting
Glenbard West
Keller Williams Realty Premiere Properties August 2011 - Present
Morningstar 2002 - 2004
Heller Financial 2000 - 2002
CBIZ Rootberg Business Services 1996 - 2000
Skills
Real Estate, Investments, Short Sales, Financial Analysis, Foreclosures, Buyers, Real Estate Transactions, Sellers, First Time Home Buyers, Investment Properties, Customer Service, Listings, Buyer Representation, Townhomes, Condos, Relocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2004
MBA, Strategy, Execution & Valuation
Northern Illinois University 1992 — 1996
BS, Accounting
Glenbard West
Nestor Solis's Morningstar Experience July 2015 - Present
Job Regional Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Morningstar February 2013 - July 2015
Morningstar January 2012 - March 2013
Morningstar December 2010 - January 2012
Morningstar January 2009 - December 2010
Morningstar December 2007 - December 2008
Skills
Financial Modeling, Mutual Funds, Portfolio Management, Morningstar, Data Analysis, Valuation, Financial Analysis, Investments, Equities, Morningstar Direct, Fixed Income, Asset Allocation, Financial Markets, Asset Management, Equity Research, Relationship Management
Education
DePaul University 2006 — 2010
Bachelor of Science in Commerce
Morningstar July 2015 - Present
Morningstar February 2013 - July 2015
Morningstar January 2012 - March 2013
Morningstar December 2010 - January 2012
Morningstar January 2009 - December 2010
Morningstar December 2007 - December 2008
Skills
Financial Modeling, Mutual Funds, Portfolio Management, Morningstar, Data Analysis, Valuation, Financial Analysis, Investments, Equities, Morningstar Direct, Fixed Income, Asset Allocation, Financial Markets, Asset Management, Equity Research, Relationship Management
Education
DePaul University 2006 — 2010
Bachelor of Science in Commerce
Mandy Timmerman's Morningstar Experience September 2004 - Present
Job Hedge Fund Manager Recruiter at Morningstar
Industry Financial Services
Experience
Morningstar September 2004 - Present
Standard & Poor's September 2004 - June 2007
Iowa Court Information Systems 1998 - 2003
Skills
Equities, Investments, Portfolio Management, Morningstar Direct, Bloomberg, Morningstar, Asset Management, Asset Allocation
Education
Drake University 1999 — 2003
Bachelor's degree, Finance, General
Morningstar September 2004 - Present
Standard & Poor's September 2004 - June 2007
Iowa Court Information Systems 1998 - 2003
Skills
Equities, Investments, Portfolio Management, Morningstar Direct, Bloomberg, Morningstar, Asset Management, Asset Allocation
Education
Drake University 1999 — 2003
Bachelor's degree, Finance, General
Nataliya Shurupova's Morningstar Experience November 2004 - June 2005
Job Web Developer ||| at Northwestern Memorial Hospital
Industry Higher Education
Experience
Northwestern Memorial Hospital April 2013 - Present
Northwestern University June 2007 - April 2013
Ribstone Systems 2005 - 2007
Morningstar November 2004 - June 2005
DePaul University - CTI September 2003 - June 2004
Skills
JavaScript, Ruby on Rails, Git, Github, PostgreSQL, Cucumber, RSpec, Mac OS, Java, HAML, JsUnit, JUnit, jQuery, YUI, Hibernate, Spring, MySQL, Bash, C#, J2EE Web Services, OSGi, XML, Restlet, ERB, SQL
Education
DePaul University 2003 — 2005
MS, Distributed Systems
Dnipropetrovs'kij Nacional'nij Universitet 1996 — 2000
BS, Radio Physics and Electronics
Northwestern Memorial Hospital April 2013 - Present
Northwestern University June 2007 - April 2013
Ribstone Systems 2005 - 2007
Morningstar November 2004 - June 2005
DePaul University - CTI September 2003 - June 2004
Skills
JavaScript, Ruby on Rails, Git, Github, PostgreSQL, Cucumber, RSpec, Mac OS, Java, HAML, JsUnit, JUnit, jQuery, YUI, Hibernate, Spring, MySQL, Bash, C#, J2EE Web Services, OSGi, XML, Restlet, ERB, SQL
Education
DePaul University 2003 — 2005
MS, Distributed Systems
Dnipropetrovs'kij Nacional'nij Universitet 1996 — 2000
BS, Radio Physics and Electronics
Yifan (Randy) Gao's Morningstar Experience April 2013 - Present
Job QA Analyst at Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
Morningstar September 2011 - June 2012
AXA Advisors July 2011 - August 2011
DePaul University March 2011 - June 2011
DePaul University November 2010 - December 2010
Skills
Data Analysis, Financial Modeling, Excel, PowerPoint, Word, Bloomberg Terminal, Market Research, Microsoft Office, Financial Analysis, Corporate Finance, Valuation, Mandarin, Accounting, Outlook, Morningstar, Capital IQ, Screening
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Science, Finance
East China University of Science and Technology 2005 — 2009
Bachelor of Engineering, Material Physics
Morningstar April 2013 - Present
Morningstar September 2011 - June 2012
AXA Advisors July 2011 - August 2011
DePaul University March 2011 - June 2011
DePaul University November 2010 - December 2010
Skills
Data Analysis, Financial Modeling, Excel, PowerPoint, Word, Bloomberg Terminal, Market Research, Microsoft Office, Financial Analysis, Corporate Finance, Valuation, Mandarin, Accounting, Outlook, Morningstar, Capital IQ, Screening
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Science, Finance
East China University of Science and Technology 2005 — 2009
Bachelor of Engineering, Material Physics
Tony Perona's Morningstar Experience August 2000 - June 2011
Job Programmer at Morningstar
Industry Financial Services
Experience
Avanade 2011 - Present
Morningstar August 2000 - June 2011
TransUnion January 1998 - June 2000
Skills
SQL, Microsoft SQL Server, C#, XML, JavaScript, .NET, ASP.NET, Databases, Agile Methodologies, jQuery, Web Services, Java, CSS, AJAX, MySQL
Education
DePaul University 2000 — 2006
Master of Science (M.S.), Computer Science
Northern Illinois University 1993 — 1997
Bachelor of Science (B.S.), Information Technology
Avanade 2011 - Present
Morningstar August 2000 - June 2011
TransUnion January 1998 - June 2000
Skills
SQL, Microsoft SQL Server, C#, XML, JavaScript, .NET, ASP.NET, Databases, Agile Methodologies, jQuery, Web Services, Java, CSS, AJAX, MySQL
Education
DePaul University 2000 — 2006
Master of Science (M.S.), Computer Science
Northern Illinois University 1993 — 1997
Bachelor of Science (B.S.), Information Technology
Sang Chang's Morningstar Experience 2004 - 2005
Job Senior Engineer at Nokia
Industry Information Technology and Services
Experience
HERE, a Nokia business July 2012 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2006 - July 2012
Morningstar 2004 - 2005
Village of Arlington Heights 2004 - 2004
Digital Information Systems, Inc. 1999 - 2003
Skills
Java, DB2, MySQL, Ant, Maven, HTML, JSP, JavaScript, XML, WebSphere Application..., Tomcat, Eclipse, CVS, Windows, Linux, Application Development, Java web applications, Object Oriented Design, Python, GIS, Software Development, Oracle, Web Applications
Education
DePaul University 2003 — 2005
MS, Software Engineering
The Ohio State University 1995 — 1997
Master, City & Regional Planning
National Cheng Kung University 1990 — 1994
Bachelor's degree, Urban Planning
HERE, a Nokia business July 2012 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2006 - July 2012
Morningstar 2004 - 2005
Village of Arlington Heights 2004 - 2004
Digital Information Systems, Inc. 1999 - 2003
Skills
Java, DB2, MySQL, Ant, Maven, HTML, JSP, JavaScript, XML, WebSphere Application..., Tomcat, Eclipse, CVS, Windows, Linux, Application Development, Java web applications, Object Oriented Design, Python, GIS, Software Development, Oracle, Web Applications
Education
DePaul University 2003 — 2005
MS, Software Engineering
The Ohio State University 1995 — 1997
Master, City & Regional Planning
National Cheng Kung University 1990 — 1994
Bachelor's degree, Urban Planning
Lee Zeitz's Morningstar Experience May 2012 - Present
Job Software Engineer at Morningstar
Industry Financial Services
Experience
Morningstar May 2012 - Present
MediMedia USA September 2008 - May 2012
Maxwell Systems November 2007 - September 2008
dataServ September 2000 - November 2007
FXpress Corporation October 1998 - September 2000
Fox Chase Cancer Center 1994 - 1997
Skills
Visual Studio, Oracle SQL, SQL Server 2000-2008, C#, Databases, .NET, Web Services, Web Applications, Software Development, Oracle, Microsoft SQL Server, SQL, SDLC, XML, Visual Basic, ADO.NET, VB.NET, Data Warehousing, Java Enterprise Edition, Crystal Reports, OOP, Oracle SQL Developer
Education
Drexel University 1991 — 1997
BS, Electrical and Computer Engineering
Penn State University 1986 — 1990
BS, Electrical Engineering
Morningstar May 2012 - Present
MediMedia USA September 2008 - May 2012
Maxwell Systems November 2007 - September 2008
dataServ September 2000 - November 2007
FXpress Corporation October 1998 - September 2000
Fox Chase Cancer Center 1994 - 1997
Skills
Visual Studio, Oracle SQL, SQL Server 2000-2008, C#, Databases, .NET, Web Services, Web Applications, Software Development, Oracle, Microsoft SQL Server, SQL, SDLC, XML, Visual Basic, ADO.NET, VB.NET, Data Warehousing, Java Enterprise Edition, Crystal Reports, OOP, Oracle SQL Developer
Education
Drexel University 1991 — 1997
BS, Electrical and Computer Engineering
Penn State University 1986 — 1990
BS, Electrical Engineering
Elise Castaneda's Morningstar Experience March 2014 - Present
Job Head of Financial Controls Group at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Morningstar October 2011 - March 2014
Morningstar September 2009 - October 2011
PwC September 2008 - September 2009
PwC August 2005 - September 2008
Skills
CPA, General Ledger, Auditing, Internal Audit, External Audit, Sarbanes-Oxley, Financial Software..., Oracle
Education
Northern Illinois University 2004 — 2005
Master's degree, Accounting
Drake University 2001 — 2004
Bachelor's degree, Accounting
Morningstar March 2014 - Present
Morningstar October 2011 - March 2014
Morningstar September 2009 - October 2011
PwC September 2008 - September 2009
PwC August 2005 - September 2008
Skills
CPA, General Ledger, Auditing, Internal Audit, External Audit, Sarbanes-Oxley, Financial Software..., Oracle
Education
Northern Illinois University 2004 — 2005
Master's degree, Accounting
Drake University 2001 — 2004
Bachelor's degree, Accounting
Lan Yin's Morningstar Experience December 2009 - Present
Job PM at Morningstar
Industry Financial Services
Experience
Morningstar December 2009 - Present
Morningstar March 2008 - December 2009
Morningstar May 2000 - March 2008
Skills
Software Project..., Agile Methodologies, SDLC, PMP, Business Analysis, Morningstar, Morningstar Direct
Education
DePaul University 2000 — 2003
Master's degree, Computer Science
Morningstar December 2009 - Present
Morningstar March 2008 - December 2009
Morningstar May 2000 - March 2008
Skills
Software Project..., Agile Methodologies, SDLC, PMP, Business Analysis, Morningstar, Morningstar Direct
Education
DePaul University 2000 — 2003
Master's degree, Computer Science
Mark Klaas's Morningstar Experience March 2006 - Present
Job Senior Tax Associate at Morningstar
Industry Financial Services
Experience
Morningstar March 2006 - Present
Ibbotson Associates February 1999 - February 2006
LPL Financial May 1998 - December 1998
Einstein Noah Restaurant Group, Inc. May 1997 - April 1998
Boston Chicken Inc December 1995 - April 1997
Skills
Income Tax, Payroll, US GAAP, Sarbanes-Oxley Act, Sales & Use Tax..., Microsoft Excel, Accounting
Education
DePaul University
Master's degree, Taxation
Iowa State University
Bachelor of Business Administration (B.B.A.), Finance
Morningstar March 2006 - Present
Ibbotson Associates February 1999 - February 2006
LPL Financial May 1998 - December 1998
Einstein Noah Restaurant Group, Inc. May 1997 - April 1998
Boston Chicken Inc December 1995 - April 1997
Skills
Income Tax, Payroll, US GAAP, Sarbanes-Oxley Act, Sales & Use Tax..., Microsoft Excel, Accounting
Education
DePaul University
Master's degree, Taxation
Iowa State University
Bachelor of Business Administration (B.B.A.), Finance
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments