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.,
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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
Scott Green Scott Green's Morningstar Experience October 2003 - May 2004
Job Vice President Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
Raymond James Financial Inc. April 2014 - Present
KeyBanc Capital Markets July 2010 - March 2014
RBC Capital Markets 2008 - June 2010
McMaster-Carr June 2004 - June 2007
Morningstar October 2003 - May 2004
Susquehanna International Group, LLP (SIG) June 2003 - September 2003
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
The University of Chicago
Bachelor of Arts (BA)
Tatyana Smolyakova Tatyana Smolyakova's Morningstar Experience March 2003 - October 2007
Job Research Operations Manager at McDonald's Corporation
Industry Investment Management
Experience
McDonald's Corporation November 2013 - Present
General Welfare Group/Cooperfund January 2011 - July 2013
Mercer Investments April 2007 - January 2011
Morningstar March 2003 - October 2007
Skills
Investments, Statistical Modeling, Statistics, Econometrics, Leading research team, Financial Econometrics, Data Science, Intelligent Data, Machine Learning, Market Research, Market Forecasting, Data Mining, Market Analysis, Investment Management, Analysis, Quantitative Analytics, Portfolio Optimization, Business Analysis, Statistical Data..., Pattern Recognition, Economics, Matlab, SAS, VBA, Financial Modeling, Formal Concept Analysis, C++ Language, Strategy, Research, Portfolio Management, Management, Tableau, JMP, Teradata
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (MBA), Econometrics, Finance, Mathematics
ESSEC - ESSEC Business School 2008 — 2008
Master of Business Administration (MBA), International Business
McDonald's Corporation November 2013 - Present
General Welfare Group/Cooperfund January 2011 - July 2013
Mercer Investments April 2007 - January 2011
Morningstar March 2003 - October 2007
Skills
Investments, Statistical Modeling, Statistics, Econometrics, Leading research team, Financial Econometrics, Data Science, Intelligent Data, Machine Learning, Market Research, Market Forecasting, Data Mining, Market Analysis, Investment Management, Analysis, Quantitative Analytics, Portfolio Optimization, Business Analysis, Statistical Data..., Pattern Recognition, Economics, Matlab, SAS, VBA, Financial Modeling, Formal Concept Analysis, C++ Language, Strategy, Research, Portfolio Management, Management, Tableau, JMP, Teradata
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (MBA), Econometrics, Finance, Mathematics
ESSEC - ESSEC Business School 2008 — 2008
Master of Business Administration (MBA), International Business
Eugene Souther Eugene Souther's Morningstar Experience April 2013 - January 2014
Job Head of Sales Americas
Industry Computer Software
Experience
Roubini Global Economics June 2015 - Present
Growth Circle October 2014 - Present
ELIA Life Technology, Inc. August 2011 - Present
ThriveMetrics November 2014 - June 2015
Morningstar Investment Management January 2014 - November 2014
Inquiry Financial Europe AB October 2012 - July 2014
Morningstar April 2013 - January 2014
Morningstar September 2011 - April 2013
McGraw Hill Financial January 2011 - August 2011
Capital IQ (a Standard & Poor's Business) January 2007 - January 2011
Skills
Strategy, Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Finance, Business Development, Emerging Markets, Portfolio Management, Asset Management, Financial Services, Market Data, Equity Research, Securities, Trading, Structured Finance
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing, Communications & Media Management
Lehigh University 1985 — 1989
BA, English; International Relations
Locust Valley High School 1981 — 1985
Diploma with Distinction
Brookville School
Roubini Global Economics June 2015 - Present
Growth Circle October 2014 - Present
ELIA Life Technology, Inc. August 2011 - Present
ThriveMetrics November 2014 - June 2015
Morningstar Investment Management January 2014 - November 2014
Inquiry Financial Europe AB October 2012 - July 2014
Morningstar April 2013 - January 2014
Morningstar September 2011 - April 2013
McGraw Hill Financial January 2011 - August 2011
Capital IQ (a Standard & Poor's Business) January 2007 - January 2011
Skills
Strategy, Equities, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Finance, Business Development, Emerging Markets, Portfolio Management, Asset Management, Financial Services, Market Data, Equity Research, Securities, Trading, Structured Finance
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Marketing, Communications & Media Management
Lehigh University 1985 — 1989
BA, English; International Relations
Locust Valley High School 1981 — 1985
Diploma with Distinction
Brookville School
Wendy Woodhall Wendy Woodhall's Morningstar Experience June 2003 - September 2003
Job Founder and Director, Los Angeles Post Production Group and Business Development Consultant
Industry Motion Pictures and Film
Experience
Los Angeles Post Production Group 2008 - Present
Allied Post Audio 2004 - Present
Morningstar June 2003 - September 2003
Weller Grossman Productions 2000 - 2003
Travel Daily News, Inc. (Travel Channel) 1998 - 1999
Pearson All-American (Animal Planet) 1998 - 1998
Remote Control Productions (MTV) 1998 - 1998
44 Blue Productions (Travel Channel) 1998 - 1998
Feature This! Product Placement Specialists 1996 - 1998
Miss Universe, Inc. 1994 - 1996
Skills
Television, User Groups, Post Production, Event Marketing, Email Marketing, Sponsorship Procurement, Entertainment, Video, Membership Management, Producing, Film, Public Relations, Event Planning, Video Production, Social Media Marketing, Broadcast Television, Event Management, Membership Recruitment, Media Relations, New Business Development, Documentaries, Reality, Marketing Communications, Product Integration, Creative Direction, Promotions, Product Placement, Member Relations, Television Production, Production, Film Production, Writing, Creative Development, Press Releases, Video Editing, Membership Development, Reality TV
Education
Emerson College 1994 — 1994
Los Angeles Internship Program
Villanova University 1990 — 1994
BA, Communications (Cum Laude)
Los Angeles Post Production Group 2008 - Present
Allied Post Audio 2004 - Present
Morningstar June 2003 - September 2003
Weller Grossman Productions 2000 - 2003
Travel Daily News, Inc. (Travel Channel) 1998 - 1999
Pearson All-American (Animal Planet) 1998 - 1998
Remote Control Productions (MTV) 1998 - 1998
44 Blue Productions (Travel Channel) 1998 - 1998
Feature This! Product Placement Specialists 1996 - 1998
Miss Universe, Inc. 1994 - 1996
Skills
Television, User Groups, Post Production, Event Marketing, Email Marketing, Sponsorship Procurement, Entertainment, Video, Membership Management, Producing, Film, Public Relations, Event Planning, Video Production, Social Media Marketing, Broadcast Television, Event Management, Membership Recruitment, Media Relations, New Business Development, Documentaries, Reality, Marketing Communications, Product Integration, Creative Direction, Promotions, Product Placement, Member Relations, Television Production, Production, Film Production, Writing, Creative Development, Press Releases, Video Editing, Membership Development, Reality TV
Education
Emerson College 1994 — 1994
Los Angeles Internship Program
Villanova University 1990 — 1994
BA, Communications (Cum Laude)
A.J. D'Apice A.J. D'Apice's Morningstar Experience April 2012 - October 2014
Job Senior Account Representative at Viola Risk Advisors, LLC
Industry Financial Services
Experience
Viola Risk Advisors, LLC January 2015 - Present
Morningstar April 2012 - October 2014
CreditSights August 2002 - November 2011
Andover Securities, Inc. 1998 - 2002
Gartner August 1992 - June 1998
Skills
Strategy, Sales, Equities, Customer Service, Business Development, Investments, New Business Development, Product Management, Fixed Income, Credit, Web Development, Financial Analysis, Credit Risk, Sales Management, Derivatives, Morningstar Direct, Financial Markets, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Financial Modeling
Education
Fordham University 1987 — 1991
B.A., Economics
Pace University
M.S., Information Systems
Viola Risk Advisors, LLC January 2015 - Present
Morningstar April 2012 - October 2014
CreditSights August 2002 - November 2011
Andover Securities, Inc. 1998 - 2002
Gartner August 1992 - June 1998
Skills
Strategy, Sales, Equities, Customer Service, Business Development, Investments, New Business Development, Product Management, Fixed Income, Credit, Web Development, Financial Analysis, Credit Risk, Sales Management, Derivatives, Morningstar Direct, Financial Markets, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Financial Modeling
Education
Fordham University 1987 — 1991
B.A., Economics
Pace University
M.S., Information Systems
Kelsey Tsai Kelsey Tsai's Morningstar Experience May 2015 - Present
Job Associate Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Morningstar August 2014 - May 2015
Morningstar July 2013 - August 2014
ThinkImpact June 2012 - August 2012
Students of Georgetown, Inc. March 2010 - April 2011
Hologic January 2008 - August 2010
Skills
Spanish, Data Analysis, Research, Financial Analysis, Microsoft Excel, Stata, VBA, Project Management, Event Planning
Education
Georgetown University 2009 — 2013
BA, Economics
Morningstar May 2015 - Present
Morningstar August 2014 - May 2015
Morningstar July 2013 - August 2014
ThinkImpact June 2012 - August 2012
Students of Georgetown, Inc. March 2010 - April 2011
Hologic January 2008 - August 2010
Skills
Spanish, Data Analysis, Research, Financial Analysis, Microsoft Excel, Stata, VBA, Project Management, Event Planning
Education
Georgetown University 2009 — 2013
BA, Economics
Christine Harezlak, CFP® Christine Harezlak, CFP®'s Morningstar Experience June 2007 - September 2009
Job Financial Representative and Chief Development Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Northwestern Mutual, Quinlan Financial Group September 2009 - October 2013
Morningstar June 2007 - September 2009
Northwestern Mutual June 2006 - June 2007
Northwestern Mutual June 2003 - June 2006
Northwestern Mutual June 2001 - June 2003
Skills
Management, Mutual Funds, Series 7, CRM, Asset Allocation, Finance, Investments, Retirement Planning, Marketing, Sales, Portfolio Management, Leadership
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Strategy & Marketing
Eastern Illinois University 1998 — 2001
B.S. in Business, Finance
Richwoods
Northwestern Mutual October 2013 - Present
Northwestern Mutual, Quinlan Financial Group September 2009 - October 2013
Morningstar June 2007 - September 2009
Northwestern Mutual June 2006 - June 2007
Northwestern Mutual June 2003 - June 2006
Northwestern Mutual June 2001 - June 2003
Skills
Management, Mutual Funds, Series 7, CRM, Asset Allocation, Finance, Investments, Retirement Planning, Marketing, Sales, Portfolio Management, Leadership
Education
Northwestern University - Kellogg School of Management 2005 — 2008
MBA, Finance, Strategy & Marketing
Eastern Illinois University 1998 — 2001
B.S. in Business, Finance
Richwoods
Elizabeth Schuller's Morningstar Experience November 2010 - August 2012
Job Strategic Execution Analyst II
Industry Insurance
Experience
Zurich North America July 2015 - Present
Kaplan Test Prep September 2013 - June 2015
CDW August 2013 - June 2015
Regional Healthcare Practice January 2013 - July 2013
Morningstar November 2010 - August 2012
Forensicon, Inc. December 2009 - October 2010
Goldbloom & Associates, Inc September 2007 - November 2009
Skills
Microsoft Office, French, Customer Service, QuickBooks, Benefits Administration, Accounts Payable, Payroll, Business Strategy, Consulting, Strategic Consulting, Microsoft Excel, Accounts Receivable, Program Management, Training, Project Management, Product Management, Operations Management, Analytics, Quality Assurance, Analysis, Strategy, Data Analysis, Finance, Financial Analysis, Financial Modeling, Time Management, Process Improvement
Education
University of Chicago 2010 — 2013
MBA, Business Administration and Management, General
ESSEC - ESSEC Business School 2012 — 2012
Certificate, Global Manager in Europe
University of Michigan 2003 — 2007
BA, French
Sorbonne 2006 — 2006
n/a, French Civilization
Zurich North America July 2015 - Present
Kaplan Test Prep September 2013 - June 2015
CDW August 2013 - June 2015
Regional Healthcare Practice January 2013 - July 2013
Morningstar November 2010 - August 2012
Forensicon, Inc. December 2009 - October 2010
Goldbloom & Associates, Inc September 2007 - November 2009
Skills
Microsoft Office, French, Customer Service, QuickBooks, Benefits Administration, Accounts Payable, Payroll, Business Strategy, Consulting, Strategic Consulting, Microsoft Excel, Accounts Receivable, Program Management, Training, Project Management, Product Management, Operations Management, Analytics, Quality Assurance, Analysis, Strategy, Data Analysis, Finance, Financial Analysis, Financial Modeling, Time Management, Process Improvement
Education
University of Chicago 2010 — 2013
MBA, Business Administration and Management, General
ESSEC - ESSEC Business School 2012 — 2012
Certificate, Global Manager in Europe
University of Michigan 2003 — 2007
BA, French
Sorbonne 2006 — 2006
n/a, French Civilization
Wendell G. Rayburn, Jr. Wendell G. Rayburn, Jr.'s Morningstar Experience July 2015 - Present
Job Senior Vice President Head of Global Institutional Equity Research Sales at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Morningstar December 2013 - July 2015
Lazard Capital Markets October 2011 - December 2012
Oppenheimer & Co. September 2004 - September 2011
Deutsche Bank 2000 - 2004
Goldman Sachs 1998 - 1999
Goldman Sachs 1995 - 1998
The Boston Company 1987 - 1993
Skills
Series 7, Series 63, Equities, Management, Insurance, Trading Strategies, FX Options, Trading, Structured Finance, Commodity, CRM, Due Diligence, Credit, Financial Analysis, Investment Management, Risk Management, Equity Research, Alternative Investments, IPO, Banking, Foreign Exchange, Portfolio Management, Financial Risk, Private Banking, Investments, Hedge Funds, Asset Management, Bloomberg, Securities, Currency, Fixed Income, Capital Markets, Mutual Funds, Investment Banking, Equity Trading, Equity Valuation, Private Equity, Bonds, FINRA, Valuation, Financial Modeling, Options
Education
Duke University - The Fuqua School of Business
MBA
Hampton University
BS, Marketing
Morningstar July 2015 - Present
Morningstar December 2013 - July 2015
Lazard Capital Markets October 2011 - December 2012
Oppenheimer & Co. September 2004 - September 2011
Deutsche Bank 2000 - 2004
Goldman Sachs 1998 - 1999
Goldman Sachs 1995 - 1998
The Boston Company 1987 - 1993
Skills
Series 7, Series 63, Equities, Management, Insurance, Trading Strategies, FX Options, Trading, Structured Finance, Commodity, CRM, Due Diligence, Credit, Financial Analysis, Investment Management, Risk Management, Equity Research, Alternative Investments, IPO, Banking, Foreign Exchange, Portfolio Management, Financial Risk, Private Banking, Investments, Hedge Funds, Asset Management, Bloomberg, Securities, Currency, Fixed Income, Capital Markets, Mutual Funds, Investment Banking, Equity Trading, Equity Valuation, Private Equity, Bonds, FINRA, Valuation, Financial Modeling, Options
Education
Duke University - The Fuqua School of Business
MBA
Hampton University
BS, Marketing
Paulette Armstrong Paulette Armstrong's Morningstar Experience July 2002 - April 2003
Job National Cilent & Services at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP June 2012 - Present
KPMG International July 2010 - September 2011
Grant Thornton International March 2009 - May 2010
Ernst and Young April 2003 - February 2009
Morningstar July 2002 - April 2003
T.E. Financial Consultants Ltd. December 1999 - September 2001
Invesco Canada (Invesco Trimark) December 1996 - June 1999
RBC April 1990 - April 1995
Skills
Marketing Strategy, Strategic Planning, Market Research, Marketing Communications, New Business Development, Process Improvement, Budgeting, Account Management, Team Management, Event Management, Strategy Development, Customer Relations, Microsoft Office, Business Process..., Problem Solving, Team Building
Education
Humber College
Business Administration Marketing
Grant Thornton LLP June 2012 - Present
KPMG International July 2010 - September 2011
Grant Thornton International March 2009 - May 2010
Ernst and Young April 2003 - February 2009
Morningstar July 2002 - April 2003
T.E. Financial Consultants Ltd. December 1999 - September 2001
Invesco Canada (Invesco Trimark) December 1996 - June 1999
RBC April 1990 - April 1995
Skills
Marketing Strategy, Strategic Planning, Market Research, Marketing Communications, New Business Development, Process Improvement, Budgeting, Account Management, Team Management, Event Management, Strategy Development, Customer Relations, Microsoft Office, Business Process..., Problem Solving, Team Building
Education
Humber College
Business Administration Marketing
Tammy Seibert MBA, MSOD, PCC Tammy Seibert MBA, MSOD, PCC's Morningstar Experience January 2015 - Present
Job HR Talent, Learning & Leadership Development
Industry Human Resources
Experience
Morningstar January 2015 - Present
Allstate December 2011 - January 2015
Internal and External Projects July 2003 - January 2012
Obama for America September 2011 - December 2011
Kaiser Permanente June 2009 - June 2011
American Red Cross July 2006 - July 2008
Diageo March 2001 - June 2003
eLoyalty September 1999 - March 2001
AT&T January 1995 - September 1999
Octo Design NA and UK 1994 - 1995
Skills
Organizational..., Leadership Development, Organizational..., Organizational Design, Coaching, Performance Management, Talent Management, Succession Planning, Change Management, Executive Coaching, Strategy, Training, Team Building, Management Consulting, Human Resources, Employee Engagement, Emotional Intelligence, Program Management, Leadership
Education
Fielding Graduate University 2009 — 2010
Certificate, Evidence Based Coaching
Loyola University Chicago 1996 — 1998
MSOD, Organization Development
Northwestern University - Kellogg School of Management 1997 — 1997
Certificate, Executive Education - Negotiation Strategies
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Northern Illinois University 1985 — 1989
BS, Marketing
DePue High School 1981 — 1985
Morningstar January 2015 - Present
Allstate December 2011 - January 2015
Internal and External Projects July 2003 - January 2012
Obama for America September 2011 - December 2011
Kaiser Permanente June 2009 - June 2011
American Red Cross July 2006 - July 2008
Diageo March 2001 - June 2003
eLoyalty September 1999 - March 2001
AT&T January 1995 - September 1999
Octo Design NA and UK 1994 - 1995
Skills
Organizational..., Leadership Development, Organizational..., Organizational Design, Coaching, Performance Management, Talent Management, Succession Planning, Change Management, Executive Coaching, Strategy, Training, Team Building, Management Consulting, Human Resources, Employee Engagement, Emotional Intelligence, Program Management, Leadership
Education
Fielding Graduate University 2009 — 2010
Certificate, Evidence Based Coaching
Loyola University Chicago 1996 — 1998
MSOD, Organization Development
Northwestern University - Kellogg School of Management 1997 — 1997
Certificate, Executive Education - Negotiation Strategies
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Northern Illinois University 1985 — 1989
BS, Marketing
DePue High School 1981 — 1985
Daniel Burnside Daniel Burnside's Morningstar Experience January 2015 - Present
Job Morningstar Development Program at Morningstar
Industry Investment Management
Experience
Morningstar January 2015 - Present
EA Consultants August 2014 - December 2014
Uncommon Schools August 2011 - July 2014
Teach For America April 2013 - August 2013
Teach For America August 2011 - July 2013
Bloomberg LP June 2010 - August 2010
Johnson & Johnson June 2008 - December 2008
Skills
Microsoft Office, Bloomberg, Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Modeling, Microsoft Word, Valuation, Research, Financial Analysis, Capital Markets, Equities, Social Media, Public Speaking, Spanish, Customer Service, Fixed Income, HTML, Investment Banking, Data Analysis, Derivatives, Event Planning, Nonprofits, Fundraising, Coaching, Team Leadership
Education
Penn State University
Bachelor's Degree, Finance and International Political Economics
Fordham University 2011 — 2013
Master of Science (M.Sc.), Special Education and Teaching
Morningstar January 2015 - Present
EA Consultants August 2014 - December 2014
Uncommon Schools August 2011 - July 2014
Teach For America April 2013 - August 2013
Teach For America August 2011 - July 2013
Bloomberg LP June 2010 - August 2010
Johnson & Johnson June 2008 - December 2008
Skills
Microsoft Office, Bloomberg, Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Modeling, Microsoft Word, Valuation, Research, Financial Analysis, Capital Markets, Equities, Social Media, Public Speaking, Spanish, Customer Service, Fixed Income, HTML, Investment Banking, Data Analysis, Derivatives, Event Planning, Nonprofits, Fundraising, Coaching, Team Leadership
Education
Penn State University
Bachelor's Degree, Finance and International Political Economics
Fordham University 2011 — 2013
Master of Science (M.Sc.), Special Education and Teaching
Adam Lorton's Morningstar Experience August 2008 - September 2010
Job Pay for Performance Specialist at Munson Medical Center
Industry Hospital & Health Care
Experience
Munson Medical Center June 2015 - Present
CogniSens Inc. October 2010 - May 2015
Morningstar August 2008 - September 2010
Nanjing Foreign Language School September 2007 - June 2008
MLR Distributing, Inc. June 2004 - August 2005
Skills
Critical Reading, Analytical Writing, Statistical Inference, Visual Basic for..., Revenue Modeling, Conversational Chinese, Conversation, Writing, Chinese, VBA, Leadership, Microsoft Office, Sales, Spanish, Management, Strategic Partnerships, Time Management, Social Media, Data Analysis, Customer Service, Entrepreneurship, Program Management, Strategy, Teaching
Education
Grinnell College 2003 — 2007
BA, Economics
Peking University 2006 — 2006
Chinese
Munson Medical Center June 2015 - Present
CogniSens Inc. October 2010 - May 2015
Morningstar August 2008 - September 2010
Nanjing Foreign Language School September 2007 - June 2008
MLR Distributing, Inc. June 2004 - August 2005
Skills
Critical Reading, Analytical Writing, Statistical Inference, Visual Basic for..., Revenue Modeling, Conversational Chinese, Conversation, Writing, Chinese, VBA, Leadership, Microsoft Office, Sales, Spanish, Management, Strategic Partnerships, Time Management, Social Media, Data Analysis, Customer Service, Entrepreneurship, Program Management, Strategy, Teaching
Education
Grinnell College 2003 — 2007
BA, Economics
Peking University 2006 — 2006
Chinese
India Worthem India Worthem's Morningstar Experience April 2015 - Present
Job Connector | Contributor | Problem Solver
Industry Financial Services
Experience
Morningstar April 2015 - Present
PURPOSE-NON-PROFIT April 2013 - June 2015
BLUE CROSS BLUE SHIELD-PLANITES CREDIT UNION February 2014 - February 2015
ABRI CREDIT UNION April 2011 - February 2014
Ann Taylor August 2007 - February 2012
Toys R Us March 2010 - April 2011
Skills
Customer Service, Microsoft Office, Outlook, Conflict Management, Corporate Training, Visual Merchandising, Store Management, Loss Prevention, Retail, Inventory Management, Interpersonal..., Intercultural..., Cash Handling Experience, Diversity & Inclusion, Business Ethics, Problem Solving, Multi Tasking, Organizational..., Program Management, Program Development, Fundraising, Community Development, Mentoring, Marketing Strategy
Education
Real Estate Academy 2012 — 2012
Real Estate Brokers Licensing and Training Education, Real Estate
Elmhurst College 2010 — 2012
Bachelor's Degree, Communication/Intercultural Studies, Cum Laude
Northwestern University
Master's Degree, Communications/Business Strategy, Magna Cum Laude
Morningstar April 2015 - Present
PURPOSE-NON-PROFIT April 2013 - June 2015
BLUE CROSS BLUE SHIELD-PLANITES CREDIT UNION February 2014 - February 2015
ABRI CREDIT UNION April 2011 - February 2014
Ann Taylor August 2007 - February 2012
Toys R Us March 2010 - April 2011
Skills
Customer Service, Microsoft Office, Outlook, Conflict Management, Corporate Training, Visual Merchandising, Store Management, Loss Prevention, Retail, Inventory Management, Interpersonal..., Intercultural..., Cash Handling Experience, Diversity & Inclusion, Business Ethics, Problem Solving, Multi Tasking, Organizational..., Program Management, Program Development, Fundraising, Community Development, Mentoring, Marketing Strategy
Education
Real Estate Academy 2012 — 2012
Real Estate Brokers Licensing and Training Education, Real Estate
Elmhurst College 2010 — 2012
Bachelor's Degree, Communication/Intercultural Studies, Cum Laude
Northwestern University
Master's Degree, Communications/Business Strategy, Magna Cum Laude
Chengsi Gao's Morningstar Experience April 2015 - Present
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Morningstar April 2015 - Present
Morningstar July 2014 - March 2015
Washington University in St. Louis August 2013 - May 2014
Social Programming Board November 2012 - November 2013
Forest Pharmaceuticals June 2013 - August 2013
Dr. Andrea Duina (National Science Foundation supported genetics lab) June 2012 - August 2012
PACEM production May 2010 - July 2010
Skills
Chinese Language and..., Java, Logic Pro, Stage Lighting, Stage Make-up, Matlab, Translation, Project Management, Microsoft Excel, Microsoft Word, Outlook, Event Management, Figure Skating, Statistics, Data Analysis
Education
Washington University in St. Louis 2012 — 2014
Bachelor of Science (B.S.), Systems Engineering, Business, Electrical Engineering, Robotics
Hendrix College 2009 — 2012
Bachelor of Arts (B.A.), Physics
Morningstar April 2015 - Present
Morningstar April 2015 - Present
Morningstar July 2014 - March 2015
Washington University in St. Louis August 2013 - May 2014
Social Programming Board November 2012 - November 2013
Forest Pharmaceuticals June 2013 - August 2013
Dr. Andrea Duina (National Science Foundation supported genetics lab) June 2012 - August 2012
PACEM production May 2010 - July 2010
Skills
Chinese Language and..., Java, Logic Pro, Stage Lighting, Stage Make-up, Matlab, Translation, Project Management, Microsoft Excel, Microsoft Word, Outlook, Event Management, Figure Skating, Statistics, Data Analysis
Education
Washington University in St. Louis 2012 — 2014
Bachelor of Science (B.S.), Systems Engineering, Business, Electrical Engineering, Robotics
Hendrix College 2009 — 2012
Bachelor of Arts (B.A.), Physics
Harry Grosse, CFA Harry Grosse, CFA's Morningstar Experience February 2014 - March 2015
Job Senior Investment Analyst / Portfolio Manager at ITS Asset Management
Industry Investment Management
Experience
ITS Asset Management March 2015 - Present
Morningstar February 2014 - March 2015
Mellon Capital Management January 2008 - December 2012
Mellon Equity Associates April 1990 - December 2007
Triangle Portfolio Associates June 1988 - April 1990
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Asset Allocation, Investments, Investment Management, Financial Modeling, Risk Management, Quantitative Research, Project Management, Data Modeling, Alpha Generation, Strategy, Portable Alpha, Neural Networks, Hedge Funds, Alternative Investments, Mutual Funds
Education
Duquesne University 1986 — 1990
Master of Business Administration (MBA), Finance
University of Pittsburgh 1980 — 1984
Bachelor of Science (BS), Computer Science
ITS Asset Management March 2015 - Present
Morningstar February 2014 - March 2015
Mellon Capital Management January 2008 - December 2012
Mellon Equity Associates April 1990 - December 2007
Triangle Portfolio Associates June 1988 - April 1990
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Asset Allocation, Investments, Investment Management, Financial Modeling, Risk Management, Quantitative Research, Project Management, Data Modeling, Alpha Generation, Strategy, Portable Alpha, Neural Networks, Hedge Funds, Alternative Investments, Mutual Funds
Education
Duquesne University 1986 — 1990
Master of Business Administration (MBA), Finance
University of Pittsburgh 1980 — 1984
Bachelor of Science (BS), Computer Science
Jun Guo Jun Guo's Morningstar Experience June 2011 - August 2011
Job Risk Advisory at EY
Industry Accounting
Experience
EY July 2015 - Present
Georgetown University Beeck Center of Social Impact & Innovation April 2015 - June 2015
Learning Resources Center & Student Athletes Support Services August 2014 - December 2014
American Diabetes Association June 2014 - August 2014
MSU International Business Organization April 2013 - April 2014
Golden Key International Honour Society April 2013 - January 2014
Deloitte October 2013 - November 2013
Noble Wealth Management May 2013 - June 2013
Volunteer Income Tax Association January 2013 - April 2013
Morningstar June 2011 - August 2011
Skills
Financial Accounting, Tax Compliance, Nonprofit Accounting, Data Analysis, Event Planning, PowerPoint, Research, Microsoft Office, Leadership, Teamwork, Accounting Information..., Cost Accounting, Public Speaking, Microsoft Word, Microsoft Excel, Statistics, Social Media, Community Outreach, Time Management, ATX, Microsoft Access, Arena Simulation..., SAP Crystal Reports, Strategic Management, Problem Solving, Teaching, Intercultural..., International Business, Cognos Insight, Telecommunications..., Oracle Business..., Accounting, Business Strategy
Education
Michigan State University 2012 — 2014
Bachelor's Degree, Accounting
Hong Kong Baptist University 2010 — 2012
Finance
EY July 2015 - Present
Georgetown University Beeck Center of Social Impact & Innovation April 2015 - June 2015
Learning Resources Center & Student Athletes Support Services August 2014 - December 2014
American Diabetes Association June 2014 - August 2014
MSU International Business Organization April 2013 - April 2014
Golden Key International Honour Society April 2013 - January 2014
Deloitte October 2013 - November 2013
Noble Wealth Management May 2013 - June 2013
Volunteer Income Tax Association January 2013 - April 2013
Morningstar June 2011 - August 2011
Skills
Financial Accounting, Tax Compliance, Nonprofit Accounting, Data Analysis, Event Planning, PowerPoint, Research, Microsoft Office, Leadership, Teamwork, Accounting Information..., Cost Accounting, Public Speaking, Microsoft Word, Microsoft Excel, Statistics, Social Media, Community Outreach, Time Management, ATX, Microsoft Access, Arena Simulation..., SAP Crystal Reports, Strategic Management, Problem Solving, Teaching, Intercultural..., International Business, Cognos Insight, Telecommunications..., Oracle Business..., Accounting, Business Strategy
Education
Michigan State University 2012 — 2014
Bachelor's Degree, Accounting
Hong Kong Baptist University 2010 — 2012
Finance
Jim Harrigan Jim Harrigan's Morningstar Experience April 2003 - September 2004
Job
Industry Insurance
Experience
Farmers Insurance September 2004 - Present
Morningstar April 2003 - September 2004
Ibbotson Associates August 2000 - April 2003
SciTech International October 1998 - August 2000
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Health Insurance, Casualty, Umbrella Insurance, Management, Sales, Sales Management, New Business Development, Team Building, Account Management, Underwriting, Casualty Insurance, Customer Service, Liability, Life Insurance
Education
Eastern Illinois University 1992 — 1996
BA, Communications. minor in Finance
Farmers Insurance September 2004 - Present
Morningstar April 2003 - September 2004
Ibbotson Associates August 2000 - April 2003
SciTech International October 1998 - August 2000
Skills
Insurance, Commercial Insurance, Property & Casualty..., Workers Compensation, Health Insurance, Casualty, Umbrella Insurance, Management, Sales, Sales Management, New Business Development, Team Building, Account Management, Underwriting, Casualty Insurance, Customer Service, Liability, Life Insurance
Education
Eastern Illinois University 1992 — 1996
BA, Communications. minor in Finance
Zafreen Farishta's Morningstar Experience July 2013 - July 2014
Job Program Specialist Illinois Framework for Healthcare and Human Services
Industry Public Policy
Experience
State of Illinois August 2015 - Present
State of Illinois August 2014 - July 2015
Morningstar July 2013 - July 2014
Grinnell College Student Government Association August 2012 - May 2013
Big Brothers Big Sisters of Central Iowa August 2010 - May 2013
Food & Water Watch September 2011 - December 2011
Food & Water Watch June 2011 - August 2011
LIFT, Inc. June 2010 - August 2010
Education
Grinnell College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
American University Center of Provence (AUCP) 2012 — 2012
Study Abroad Program in Marseille, France
State of Illinois August 2015 - Present
State of Illinois August 2014 - July 2015
Morningstar July 2013 - July 2014
Grinnell College Student Government Association August 2012 - May 2013
Big Brothers Big Sisters of Central Iowa August 2010 - May 2013
Food & Water Watch September 2011 - December 2011
Food & Water Watch June 2011 - August 2011
LIFT, Inc. June 2010 - August 2010
Education
Grinnell College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
American University Center of Provence (AUCP) 2012 — 2012
Study Abroad Program in Marseille, France
Ron Chiu's Morningstar Experience April 2015 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar April 2015 - Present
Democratic Party of Illinois August 2014 - November 2014
Join Join International Languages Training Center January 2014 - June 2014
GrinnellCorps in China August 2013 - June 2014
Grinnell College Student Government Association August 2012 - May 2013
Obama for America June 2012 - August 2012
Grinnell College Dining Hall August 2009 - May 2012
Skills
Microsoft Office, Sony Vegas, Video Editing, PowerPoint, Problem Solving, Strategic Planning, Committee Organization, Office Management, Agenda Development, Public Speaking, Spanish, Research, Creative Writing, Editing, Political Campaigns
Education
Grinnell College 2009 — 2013
BA, History with Concentration in Public Policy Studies
Moraine Valley Community College 2011 — 2011
Victor J Andrew High School
Morningstar April 2015 - Present
Democratic Party of Illinois August 2014 - November 2014
Join Join International Languages Training Center January 2014 - June 2014
GrinnellCorps in China August 2013 - June 2014
Grinnell College Student Government Association August 2012 - May 2013
Obama for America June 2012 - August 2012
Grinnell College Dining Hall August 2009 - May 2012
Skills
Microsoft Office, Sony Vegas, Video Editing, PowerPoint, Problem Solving, Strategic Planning, Committee Organization, Office Management, Agenda Development, Public Speaking, Spanish, Research, Creative Writing, Editing, Political Campaigns
Education
Grinnell College 2009 — 2013
BA, History with Concentration in Public Policy Studies
Moraine Valley Community College 2011 — 2011
Victor J Andrew High School
Carolyn Messitte Carolyn Messitte's Morningstar Experience 2001 - 2007
Job Senior Manager, Digital Strategy at Calvert Investments
Industry Financial Services
Experience
Calvert Investments May 2013 - Present
Calvert Investments 2011 - 2013
Morningstar 2001 - 2007
Morningstar 1998 - 2000
Morningstar 1997 - 1998
Morningstar 1994 - 1997
Skills
Marketing Strategy, Digital Marketing, Strategic Planning, Public Speaking, Management, Marketing, Strategy, Digital Strategy, Email Marketing, Social Media Marketing, Social Media, Product Marketing, Product Management, Web Analytics
Education
The University of Chicago Booth School of Business 1998 — 2000
Business Administration, Management and Operations
Grinnell College 1990 — 1993
Bachelor's degree, History
Calvert Investments May 2013 - Present
Calvert Investments 2011 - 2013
Morningstar 2001 - 2007
Morningstar 1998 - 2000
Morningstar 1997 - 1998
Morningstar 1994 - 1997
Skills
Marketing Strategy, Digital Marketing, Strategic Planning, Public Speaking, Management, Marketing, Strategy, Digital Strategy, Email Marketing, Social Media Marketing, Social Media, Product Marketing, Product Management, Web Analytics
Education
The University of Chicago Booth School of Business 1998 — 2000
Business Administration, Management and Operations
Grinnell College 1990 — 1993
Bachelor's degree, History
Wanli (Gabriel) Feng Wanli (Gabriel) Feng's Morningstar Experience April 2014 - June 2014
Job Candidate for M.S. in Quantitative Finance, Hofstra Zarb Business School
Industry Investment Management
Experience
Morningstar April 2014 - June 2014
China Securities Co., Ltd. March 2014 - April 2014
Shenzhen Foreign Affair Office November 2013 - November 2013
Propel Global July 2012 - August 2012
AIESEC October 2010 - September 2011
Skills
Matlab, R language, Quantitative Finance, Microsoft Excel, Statistics, Data Analysis, Quantitative Analytics, Python, Leadership, Economics, Financial Analysis, Team Management, Investment Banking, Stock Trading, Learning Quickly, Corporate Finance, Strategic Planning, Public Speaking, Research, Microsoft Word
Education
Hofstra University 2014 — 2016
Master's Degree, Quantitative Finance, first-year
Shenzhen University 2010 — 2014
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Morningstar April 2014 - June 2014
China Securities Co., Ltd. March 2014 - April 2014
Shenzhen Foreign Affair Office November 2013 - November 2013
Propel Global July 2012 - August 2012
AIESEC October 2010 - September 2011
Skills
Matlab, R language, Quantitative Finance, Microsoft Excel, Statistics, Data Analysis, Quantitative Analytics, Python, Leadership, Economics, Financial Analysis, Team Management, Investment Banking, Stock Trading, Learning Quickly, Corporate Finance, Strategic Planning, Public Speaking, Research, Microsoft Word
Education
Hofstra University 2014 — 2016
Master's Degree, Quantitative Finance, first-year
Shenzhen University 2010 — 2014
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Timothy Cannon's Morningstar Experience October 2014 - June 2015
Job Head of Growth at Brighten
Industry Entertainment
Experience
Brighten Labs, Inc. June 2015 - Present
Morningstar October 2014 - June 2015
Berkadia June 2013 - August 2013
Cannon Group June 2012 - August 2012
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, BSBA, Concentrations in Finance and Management
ESADE Business & Law School 2012 — 2012
Germantown Academy 2006 — 2010
Brighten Labs, Inc. June 2015 - Present
Morningstar October 2014 - June 2015
Berkadia June 2013 - August 2013
Cannon Group June 2012 - August 2012
Education
University of Richmond 2010 — 2014
Bachelor of Science in Business Administration, BSBA, Concentrations in Finance and Management
ESADE Business & Law School 2012 — 2012
Germantown Academy 2006 — 2010
Diana Kelley Diana Kelley's Morningstar Experience 2003 - 2004
Job Designer, Textiles & Interiors
Industry Design
Experience
Rafters of Cedars 2005 - Present
Luminaire January 2009 - April 2009
Morningstar 2003 - 2004
Morningstar October 2000 - 2003
Morningstar 1997 - 1999
Morningstar 1995 - 1997
Morningstar 1994 - 1995
Skills
Project Planning, Interior Design, Sustainability, Space Planning, Web Project Management, User Experience, Web Design, Textiles, Sewing, Digital Photography, Hand Drawing, Sketching, Technical Drawing, AutoCAD, SketchUp, Adobe Creative Suite, Photoshop, Illustrator, Dreamweaver, Wordpress, HTML + CSS
Education
Harrington College of Design 2007 — 2008
AAS, Interior Design
The University of Chicago 1999 — 2000
MAT, English
The University of Chicago 1986 — 1993
BA, English Language & Literature
Rafters of Cedars 2005 - Present
Luminaire January 2009 - April 2009
Morningstar 2003 - 2004
Morningstar October 2000 - 2003
Morningstar 1997 - 1999
Morningstar 1995 - 1997
Morningstar 1994 - 1995
Skills
Project Planning, Interior Design, Sustainability, Space Planning, Web Project Management, User Experience, Web Design, Textiles, Sewing, Digital Photography, Hand Drawing, Sketching, Technical Drawing, AutoCAD, SketchUp, Adobe Creative Suite, Photoshop, Illustrator, Dreamweaver, Wordpress, HTML + CSS
Education
Harrington College of Design 2007 — 2008
AAS, Interior Design
The University of Chicago 1999 — 2000
MAT, English
The University of Chicago 1986 — 1993
BA, English Language & Literature
Caroline Courtney Dase Caroline Courtney Dase's Morningstar Experience 2000 - Present
Job Marketing Director at Morningstar
Industry Financial Services
Experience
Morningstar 2000 - Present
OAG 1995 - 2000
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Strategies, Marketing Strategy, Relationship Management, Marketing
Education
Harrington College of Design
University of Illinois at Chicago
Morningstar 2000 - Present
OAG 1995 - 2000
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Strategies, Marketing Strategy, Relationship Management, Marketing
Education
Harrington College of Design
University of Illinois at Chicago
Mengxin Jia Mengxin Jia's Morningstar Experience October 2012 - January 2013
Job Student at Fordham University Graduate School of Business Administration
Industry Investment Management
Experience
HSBC January 2013 - April 2013
Morningstar October 2012 - January 2013
Skills
Financial Analysis, Investments, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Economics, Financial Modeling, Teamwork, Customer Service, Bloomberg, Valuation, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Global Finance
Shenzhen University 2009 — 2013
Bachelor's Degree, Finance & Banking, 3.4
HSBC January 2013 - April 2013
Morningstar October 2012 - January 2013
Skills
Financial Analysis, Investments, Corporate Finance, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Economics, Financial Modeling, Teamwork, Customer Service, Bloomberg, Valuation, Public Speaking
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Global Finance
Shenzhen University 2009 — 2013
Bachelor's Degree, Finance & Banking, 3.4
Mark Foley's Morningstar Experience October 2011 - March 2012
Job Digital Marketing Professional
Industry Marketing and Advertising
Experience
Conversant, Inc. October 2014 - Present
Red Mango, Inc. January 2013 - October 2014
Plum Tree Group June 2012 - September 2012
Medical Transcription Management, Inc. March 2012 - June 2012
Morningstar October 2011 - March 2012
Skills
Social Media Marketing, Data Analysis, Marketing, Advertising, Social Media, Management, SPSS, Qualtrics, SurveyMonkey, Brand Development, Brand Management, Market Research, Networking, Online Survey Design, Social Entrepreneurship, Brand Equity, Consumer Behaviour, Brand Evolution, Healthcare Management, Survey Design
Education
Governors State University 2013 — 2014
Bachelor’s Degree, Business Administration-Marketing
Loyola University of Chicago 2009 — 2012
Conversant, Inc. October 2014 - Present
Red Mango, Inc. January 2013 - October 2014
Plum Tree Group June 2012 - September 2012
Medical Transcription Management, Inc. March 2012 - June 2012
Morningstar October 2011 - March 2012
Skills
Social Media Marketing, Data Analysis, Marketing, Advertising, Social Media, Management, SPSS, Qualtrics, SurveyMonkey, Brand Development, Brand Management, Market Research, Networking, Online Survey Design, Social Entrepreneurship, Brand Equity, Consumer Behaviour, Brand Evolution, Healthcare Management, Survey Design
Education
Governors State University 2013 — 2014
Bachelor’s Degree, Business Administration-Marketing
Loyola University of Chicago 2009 — 2012
Margarita Panova Margarita Panova's Morningstar Experience August 2015 - Present
Job Team Leader at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Morningstar November 2013 - July 2015
Morningstar July 2012 - October 2013
Grinnell College Data Analysis and Social Inquiry Lab (DASIL) August 2011 - May 2012
Grinnell College September 2009 - May 2012
KPMG July 2011 - August 2011
Westminster Academy October 2010 - June 2011
TIAA-CREF June 2010 - August 2010
Skills
Higher Education, Stata, Econometrics, Quantitative Analytics, Qualitative Research, Morningstar Direct, Investment Strategies, Strategy, Microsoft Excel, Research, Economics, Community Outreach, Financial Modeling, Financial Analysis, Statistics, Public Speaking, Editing, Microsoft Office, Data Analysis
Education
Grinnell College 2008 — 2012
B.A., Economics, with Honors & Policy Studies Concentration
The London School of Economics and Political Science (LSE) 2010 — 2011
The General Course: Year Long Study Abroad Program, Economics
American College of Sofia 2003 — 2008
High School, Humanities, Mathematics
Morningstar August 2015 - Present
Morningstar November 2013 - July 2015
Morningstar July 2012 - October 2013
Grinnell College Data Analysis and Social Inquiry Lab (DASIL) August 2011 - May 2012
Grinnell College September 2009 - May 2012
KPMG July 2011 - August 2011
Westminster Academy October 2010 - June 2011
TIAA-CREF June 2010 - August 2010
Skills
Higher Education, Stata, Econometrics, Quantitative Analytics, Qualitative Research, Morningstar Direct, Investment Strategies, Strategy, Microsoft Excel, Research, Economics, Community Outreach, Financial Modeling, Financial Analysis, Statistics, Public Speaking, Editing, Microsoft Office, Data Analysis
Education
Grinnell College 2008 — 2012
B.A., Economics, with Honors & Policy Studies Concentration
The London School of Economics and Political Science (LSE) 2010 — 2011
The General Course: Year Long Study Abroad Program, Economics
American College of Sofia 2003 — 2008
High School, Humanities, Mathematics
Omar Javed's Morningstar Experience January 2001 - August 2004
Job Restructuring Secretariat at Premier's Advisory Council on Government Assets
Industry Venture Capital & Private Equity
Experience
Premier's Advisory Council on Government Assets December 2014 - Present
Infrastructure Ontario January 2014 - Present
Infrastructure Ontario November 2012 - Present
Oliver Wyman January 2011 - May 2012
Dubai Aviation City Corporation April 2009 - February 2011
Dubai Investment Group January 2008 - April 2009
Abraaj Capital July 2006 - January 2008
Morningstar January 2001 - August 2004
Skills
Financial Modeling, Equity Valuation, DCF, Strategic Planning, Governance, Due Diligence, Deal Structuring, Negotiation, Financial Analysis, Strategy, Business Planning, Portfolio Management, Investments, Private Equity, Valuation, Business Strategy, Mergers & Acquisitions, Finance, Business Development, Capital Markets, Corporate Finance, Management, Analysis, Management Consulting
Education
Harvard Business School 2008 — 2008
Private Equity & Venture Capital
University of Toronto - Rotman School of Management 2004 — 2006
MBA, Investments and Securities
The University of Western Ontario 1996 — 2000
Bachelor of Arts (B.A.), Economics
Premier's Advisory Council on Government Assets December 2014 - Present
Infrastructure Ontario January 2014 - Present
Infrastructure Ontario November 2012 - Present
Oliver Wyman January 2011 - May 2012
Dubai Aviation City Corporation April 2009 - February 2011
Dubai Investment Group January 2008 - April 2009
Abraaj Capital July 2006 - January 2008
Morningstar January 2001 - August 2004
Skills
Financial Modeling, Equity Valuation, DCF, Strategic Planning, Governance, Due Diligence, Deal Structuring, Negotiation, Financial Analysis, Strategy, Business Planning, Portfolio Management, Investments, Private Equity, Valuation, Business Strategy, Mergers & Acquisitions, Finance, Business Development, Capital Markets, Corporate Finance, Management, Analysis, Management Consulting
Education
Harvard Business School 2008 — 2008
Private Equity & Venture Capital
University of Toronto - Rotman School of Management 2004 — 2006
MBA, Investments and Securities
The University of Western Ontario 1996 — 2000
Bachelor of Arts (B.A.), Economics
Michael Cumming, CFA Michael Cumming, CFA's Morningstar Experience June 2004 - September 2007
Job International Equity Analyst at Scout Investments
Industry Investment Management
Experience
Scout Investments April 2011 - Present
TradeLink Securities September 2007 - March 2011
Morningstar June 2004 - September 2007
Asset Preservation Advisors June 2003 - May 2004
Treasurer, State of Iowa May 1999 - July 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Mutual Funds, Asset Managment, Financial Analysis, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Financial Modeling, Emerging Markets, Trading, Fixed Income, Equity Valuation, Asset Allocation, Investment Strategies
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance, Asset Management
Hastings College 1996 — 1999
BA, Business Administration, Economics
Scout Investments April 2011 - Present
TradeLink Securities September 2007 - March 2011
Morningstar June 2004 - September 2007
Asset Preservation Advisors June 2003 - May 2004
Treasurer, State of Iowa May 1999 - July 2002
Skills
Equity Research, Equities, Portfolio Management, Investments, Mutual Funds, Asset Managment, Financial Analysis, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Financial Modeling, Emerging Markets, Trading, Fixed Income, Equity Valuation, Asset Allocation, Investment Strategies
Education
Emory University - Goizueta Business School 2002 — 2004
MBA, Finance, Asset Management
Hastings College 1996 — 1999
BA, Business Administration, Economics
Geet Bhatt Geet Bhatt's Morningstar Experience July 2012 - August 2013
Job Investment Banking Analyst at Marathon Capital
Industry Investment Banking
Experience
Marathon Capital September 2013 - Present
Global Vision Magazine September 2009 - April 2015
Morningstar July 2012 - August 2013
OppenheimerFunds June 2011 - August 2011
The Westchester Group May 2009 - March 2011
Skills
Financial Markets, Development Economics, Equity Research, Commodity, Valuation, Economics, Strategy, Emerging Markets, Financial Modeling, Corporate Finance, Competitive Analysis, Private Equity, Corporate Development, Investment Banking, Project Finance, Mergers & Acquisitions, Investments
Education
Emory University 2008 — 2012
BA, Economics
Marathon Capital September 2013 - Present
Global Vision Magazine September 2009 - April 2015
Morningstar July 2012 - August 2013
OppenheimerFunds June 2011 - August 2011
The Westchester Group May 2009 - March 2011
Skills
Financial Markets, Development Economics, Equity Research, Commodity, Valuation, Economics, Strategy, Emerging Markets, Financial Modeling, Corporate Finance, Competitive Analysis, Private Equity, Corporate Development, Investment Banking, Project Finance, Mergers & Acquisitions, Investments
Education
Emory University 2008 — 2012
BA, Economics
Daniel Holland Daniel Holland's Morningstar Experience February 2008 - July 2014
Job Senior Research Analyst at Lombardia Capital Partners
Industry Investment Management
Experience
Lombardia Capital Partners July 2014 - Present
Morningstar February 2008 - July 2014
Hewitt Associates November 2006 - January 2008
Hewitt Associates September 2004 - July 2006
CIGNA Retirement & Investment Services June 2002 - April 2004
Bank of America 2000 - 2000
Bank of America 2000 - 2000
WFAE 90.7fm June 1999 - August 1999
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, Investments, Cash Flow Forecasting, Equity Research, Equities, Portfolio Management, Financial Analysis, Business Valuation, Corporate Finance, Strategy, Competitive Analysis, Morningstar Direct, DCF, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters, Accounting and Strategic Management
Florida State University 1999 — 2002
BS, Actuarial Science & Statistics
Lombardia Capital Partners July 2014 - Present
Morningstar February 2008 - July 2014
Hewitt Associates November 2006 - January 2008
Hewitt Associates September 2004 - July 2006
CIGNA Retirement & Investment Services June 2002 - April 2004
Bank of America 2000 - 2000
Bank of America 2000 - 2000
WFAE 90.7fm June 1999 - August 1999
Skills
Valuation, Primary Research, Financial Modeling, Equity Valuation, Investments, Cash Flow Forecasting, Equity Research, Equities, Portfolio Management, Financial Analysis, Business Valuation, Corporate Finance, Strategy, Competitive Analysis, Morningstar Direct, DCF, Finance
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters, Accounting and Strategic Management
Florida State University 1999 — 2002
BS, Actuarial Science & Statistics
Peter Di Teresa Peter Di Teresa's Morningstar Experience October 2004 - Present
Job Director of Manager Selection, Morningstar Investment Management
Industry Financial Services
Experience
Morningstar October 2004 - Present
Skills
Investments, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Fixed Income, Investment Management, Investment Strategies
Education
Harvard University
Master of Arts (M.A.)
The University of Chicago
AB
Morningstar October 2004 - Present
Skills
Investments, Mutual Funds, Portfolio Management, Asset Allocation, Alternative Investments, Equities, Asset Management, Fixed Income, Investment Management, Investment Strategies
Education
Harvard University
Master of Arts (M.A.)
The University of Chicago
AB
Thomas Neil Thomas Neil's Morningstar Experience August 2015 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Education
Grinnell College
Bachelor of Arts (B.A.), Political Science, Concentration in Policy Studies
Sultan Qaboos College for Teaching Arabic to Non-Native Speakers 2013 — 2013
Certificate in Arabic Language
Johann Wolfgang Goethe-Universität Frankfurt am Main 2010 — 2011
Shaker Heights High School
UWC-USA
Morningstar August 2015 - Present
Education
Grinnell College
Bachelor of Arts (B.A.), Political Science, Concentration in Policy Studies
Sultan Qaboos College for Teaching Arabic to Non-Native Speakers 2013 — 2013
Certificate in Arabic Language
Johann Wolfgang Goethe-Universität Frankfurt am Main 2010 — 2011
Shaker Heights High School
UWC-USA
Damani Tilton Damani Tilton's Morningstar Experience April 2015 - Present
Job Product consultant
Industry Financial Services
Experience
Morningstar April 2015 - Present
Eastern Michigan University September 2013 - April 2015
Montgomery & Co April 2012 - August 2012
top value service center April 2011 - August 2011
Skills
Marketing, Marketing Management, Social Media Marketing, Digital Marketing, Sales, Social Media, Customer Service, Online Marketing, Market Planning, Advertising, Social Networking, Event Planning, Leadership, Microsoft Excel, Public Speaking, Public Relations
Education
Eastern Michigan University 2010 — 2014
Bachelor of Business Administration (BBA), International Marketing
Roeper school 2006 — 2010
Morningstar April 2015 - Present
Eastern Michigan University September 2013 - April 2015
Montgomery & Co April 2012 - August 2012
top value service center April 2011 - August 2011
Skills
Marketing, Marketing Management, Social Media Marketing, Digital Marketing, Sales, Social Media, Customer Service, Online Marketing, Market Planning, Advertising, Social Networking, Event Planning, Leadership, Microsoft Excel, Public Speaking, Public Relations
Education
Eastern Michigan University 2010 — 2014
Bachelor of Business Administration (BBA), International Marketing
Roeper school 2006 — 2010
Matthew Klingner's Morningstar Experience January 2013 - February 2013
Job Strategic Customer Program Specialist at SAP
Industry Computer Software
Experience
SAP July 2014 - Present
SAP July 2013 - July 2014
Elon University July 2009 - May 2013
Morningstar January 2013 - February 2013
S&P Capital IQ May 2012 - August 2012
Skills
Microsoft Office, Leadership, Sales, Time Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Research, Public Speaking, Data Analysis, Access, Social Networking, Teamwork
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2011 — 2011
German Studies
SAP July 2014 - Present
SAP July 2013 - July 2014
Elon University July 2009 - May 2013
Morningstar January 2013 - February 2013
S&P Capital IQ May 2012 - August 2012
Skills
Microsoft Office, Leadership, Sales, Time Management, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Research, Public Speaking, Data Analysis, Access, Social Networking, Teamwork
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2011 — 2011
German Studies
Bryan Buchaniec Bryan Buchaniec's Morningstar Experience May 1999 - September 2000
Job Enterprise Project Manager, IT Shared Services at Humana
Industry Health, Wellness and Fitness
Experience
Humana April 2014 - Present
Brooksource August 2013 - April 2014
Allstate Insurance April 2005 - July 2013
Allstate October 2002 - April 2005
Idea Integration September 2000 - September 2002
Morningstar May 1999 - September 2000
Motorola Solutions May 1997 - May 1999
US Navy December 1990 - October 1995
Skills
Vendor Management, Mainframe, Project Management, ITIL, Insurance, Change Management, SDLC, Data Center, IT Strategy, Process Improvement, MS Project, PMBOK, Citrix, VMware, Windows Server, Virtualization, Security, Firewalls, Networking, Technical Support, PMP, Infrastructure, Servers, Troubleshooting, VMware ESX, Enterprise Architecture, Program Management, VPN, Enterprise Software, Information Technology, Team Leadership
Education
Eastern Illinois University 1986 — 1990
BA, Journalism
Humana April 2014 - Present
Brooksource August 2013 - April 2014
Allstate Insurance April 2005 - July 2013
Allstate October 2002 - April 2005
Idea Integration September 2000 - September 2002
Morningstar May 1999 - September 2000
Motorola Solutions May 1997 - May 1999
US Navy December 1990 - October 1995
Skills
Vendor Management, Mainframe, Project Management, ITIL, Insurance, Change Management, SDLC, Data Center, IT Strategy, Process Improvement, MS Project, PMBOK, Citrix, VMware, Windows Server, Virtualization, Security, Firewalls, Networking, Technical Support, PMP, Infrastructure, Servers, Troubleshooting, VMware ESX, Enterprise Architecture, Program Management, VPN, Enterprise Software, Information Technology, Team Leadership
Education
Eastern Illinois University 1986 — 1990
BA, Journalism
Jeffery Xie Jeffery Xie's Morningstar Experience December 2011 - Present
Job Technical Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar December 2011 - Present
Morningstar May 2005 - November 2011
Appeon Corporation July 2003 - April 2005
Skills
Data Analysis, Cross-functional Team..., VBA, Quantitative Analytics, Portfolio Management, Product Development, Matlab, Derivatives, Fixed Income, Trading Systems, Options, Equities, Statistical Modeling, Quantitative Finance, Electronic Trading, Market Data, Asset Allocation, Analytics
Education
University of Chicago 2009 — 2012
Master, Financial Mathematics
Hunan University 1999 — 2003
BA, Information and Computation
Morningstar December 2011 - Present
Morningstar May 2005 - November 2011
Appeon Corporation July 2003 - April 2005
Skills
Data Analysis, Cross-functional Team..., VBA, Quantitative Analytics, Portfolio Management, Product Development, Matlab, Derivatives, Fixed Income, Trading Systems, Options, Equities, Statistical Modeling, Quantitative Finance, Electronic Trading, Market Data, Asset Allocation, Analytics
Education
University of Chicago 2009 — 2012
Master, Financial Mathematics
Hunan University 1999 — 2003
BA, Information and Computation
Tamara Grbusic's Morningstar Experience July 2014 - June 2015
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2014 - June 2015
Grinnell College Information Technology Services January 2012 - May 2014
Grinnell College Bookstore April 2011 - February 2014
Grinnell College Economics Department May 2013 - August 2013
Smithsonian Institution September 2012 - December 2012
Eurobank EFG June 2012 - August 2012
Information Society of Serbia June 2009 - July 2010
Skills
Economics, History, Policy Analysis, Research, Computer Maintenance, Translation, Tutoring, Customer Service, Community Engagement, Community Outreach, Nonprofits, Stata, Higher Education, Statistics, International Relations
Education
Grinnell College 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
XIII Belgrade High School 2005 — 2009
Morningstar July 2014 - June 2015
Grinnell College Information Technology Services January 2012 - May 2014
Grinnell College Bookstore April 2011 - February 2014
Grinnell College Economics Department May 2013 - August 2013
Smithsonian Institution September 2012 - December 2012
Eurobank EFG June 2012 - August 2012
Information Society of Serbia June 2009 - July 2010
Skills
Economics, History, Policy Analysis, Research, Computer Maintenance, Translation, Tutoring, Customer Service, Community Engagement, Community Outreach, Nonprofits, Stata, Higher Education, Statistics, International Relations
Education
Grinnell College 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
XIII Belgrade High School 2005 — 2009
Monte Bays Monte Bays's Morningstar Experience May 2015 - Present
Job Structured Finance
Industry Financial Services
Experience
Morningstar May 2015 - Present
Bank of America June 2012 - June 2013
Bank of America August 2008 - March 2010
Washington Mutual August 2004 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Real Estate Economics, Financial Analysis, Capital Markets, Asset Management, Private Equity, Portfolio Management, Real Estate Transactions, Negotiation, Investments, Market Analysis, Finance, Leveraged Finance, Mergers & Acquisitions, Venture Capital, Investment Properties, Hedge Funds, Due Diligence, Real Estate Investment, Real Estate Due..., Real Estate Finance, RMBS, Structured Finance, Securitization, Strategy
Education
Emory University - Goizueta Business School 2010 — 2011
MBA, Real Estate, Finance, and Strategy concentrations
Morningstar May 2015 - Present
Bank of America June 2012 - June 2013
Bank of America August 2008 - March 2010
Washington Mutual August 2004 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Real Estate Economics, Financial Analysis, Capital Markets, Asset Management, Private Equity, Portfolio Management, Real Estate Transactions, Negotiation, Investments, Market Analysis, Finance, Leveraged Finance, Mergers & Acquisitions, Venture Capital, Investment Properties, Hedge Funds, Due Diligence, Real Estate Investment, Real Estate Due..., Real Estate Finance, RMBS, Structured Finance, Securitization, Strategy
Education
Emory University - Goizueta Business School 2010 — 2011
MBA, Real Estate, Finance, and Strategy concentrations
Mike DeGiovanni Mike DeGiovanni's Morningstar Experience September 2014 - Present
Job Senior Operations Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar July 2013 - Present
Back Office Support Service January 2007 - July 2013
Financial Computer Support, Inc. January 2004 - January 2007
Financial Computer Support, Inc. January 2001 - January 2004
Education
Frostburg State University 1994 — 1996
none, Environmental Science
Morningstar September 2014 - Present
Morningstar July 2013 - Present
Back Office Support Service January 2007 - July 2013
Financial Computer Support, Inc. January 2004 - January 2007
Financial Computer Support, Inc. January 2001 - January 2004
Education
Frostburg State University 1994 — 1996
none, Environmental Science
Chuck Jacobs Chuck Jacobs's Morningstar Experience November 2012 - Present
Job VP Engineering at Morningstar
Industry Wireless
Experience
Morningstar November 2012 - Present
The Jacobs Group January 2003 - Present
Nielsen 2011 - 2012
Andrew Corporation 1999 - 2003
Motorola 1999 - 2001
Ericsson 1993 - 1997
Skills
Wireless, Product Management, Telecommunications, Strategic Partnerships, Product Marketing, Product Development, Mobile Devices
Education
Georgia Institute of Technology 1979 — 1983
BEE
Morningstar November 2012 - Present
The Jacobs Group January 2003 - Present
Nielsen 2011 - 2012
Andrew Corporation 1999 - 2003
Motorola 1999 - 2001
Ericsson 1993 - 1997
Skills
Wireless, Product Management, Telecommunications, Strategic Partnerships, Product Marketing, Product Development, Mobile Devices
Education
Georgia Institute of Technology 1979 — 1983
BEE
Melanie Beatus Melanie Beatus's Morningstar Experience July 2015 - Present
Job Client Solutions Consultant at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar July 2015 - Present
Morningstar September 2013 - July 2015
Morningstar July 2012 - June 2015
Morningstar July 2012 - September 2013
MRY August 2011 - May 2012
Now and Zen Group May 2011 - August 2011
Byron Language Development September 2010 - December 2010
Skills
Customer Service, Customer Insight, Digital Strategy, Event Management, Program Management, HTML, Morningstar Direct, Integrated Marketing, Brand Management, Training, Morningstar, Entrepreneurship, Leadership Development, PowerPoint, Public Speaking, Data Analysis, Morningstar Office, Event Planning, CRM, Microsoft Office, Social Media, Marketing
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (MBA)
Emory University 2008 — 2012
Bachelor of Arts, English and Psychology
Morningstar July 2015 - Present
Morningstar September 2013 - July 2015
Morningstar July 2012 - June 2015
Morningstar July 2012 - September 2013
MRY August 2011 - May 2012
Now and Zen Group May 2011 - August 2011
Byron Language Development September 2010 - December 2010
Skills
Customer Service, Customer Insight, Digital Strategy, Event Management, Program Management, HTML, Morningstar Direct, Integrated Marketing, Brand Management, Training, Morningstar, Entrepreneurship, Leadership Development, PowerPoint, Public Speaking, Data Analysis, Morningstar Office, Event Planning, CRM, Microsoft Office, Social Media, Marketing
Education
Northwestern University - Kellogg School of Management 2015 — 2018
Master of Business Administration (MBA)
Emory University 2008 — 2012
Bachelor of Arts, English and Psychology
Raquel Zanoni's Morningstar Experience July 2015 - Present
Job Operations Analyst at Morningstar Inc
Industry International Affairs
Experience
Morningstar July 2015 - Present
Morningstar July 2014 - Present
Kenyon College August 2011 - Present
The National Underground Railroad Freedom Center June 2013 - August 2013
Codesarollo October 2012 - December 2012
U.S. Department of State 2012 - 2012
Education
Kenyon College 2010 — 2014
Bachelor's degree, Economics & International Studies
Georgetown University 2012 — 2012
University Of Minnesota 2012 — 2012
Morningstar July 2015 - Present
Morningstar July 2014 - Present
Kenyon College August 2011 - Present
The National Underground Railroad Freedom Center June 2013 - August 2013
Codesarollo October 2012 - December 2012
U.S. Department of State 2012 - 2012
Education
Kenyon College 2010 — 2014
Bachelor's degree, Economics & International Studies
Georgetown University 2012 — 2012
University Of Minnesota 2012 — 2012
Andrew Ketchum's Morningstar Experience March 2002 - February 2012
Job Vice President Creative Services at Maxwell Group, Inc.
Industry Media Production
Experience
Maxwell Group, Inc. February 2012 - Present
AK Media June 2010 - Present
MorningStar March 2002 - February 2012
Skills
Video Production, Video Editing, Post Production, Motion Graphics, Sound, Live Sound, Final Cut Pro, Final Cut Studio, HD Video, Videography, After Effects, Camera Operating, Digital Video, Video, Audio Engineering, Photoshop, Camera, Broadcast Television, Sound Design, Premiere, Audio Editing, Short Films, Music Production, Adobe Encore, Reaper, Digital Photography, Canon DSLR, Lighting for Video, Sound Reinforcement, Lighting, Live Events, Multimedia, Mac, Broadcast, Project Management, Social Media, Camera Operation
Education
Full Sail University 2001 — 2002
Maxwell Group, Inc. February 2012 - Present
AK Media June 2010 - Present
MorningStar March 2002 - February 2012
Skills
Video Production, Video Editing, Post Production, Motion Graphics, Sound, Live Sound, Final Cut Pro, Final Cut Studio, HD Video, Videography, After Effects, Camera Operating, Digital Video, Video, Audio Engineering, Photoshop, Camera, Broadcast Television, Sound Design, Premiere, Audio Editing, Short Films, Music Production, Adobe Encore, Reaper, Digital Photography, Canon DSLR, Lighting for Video, Sound Reinforcement, Lighting, Live Events, Multimedia, Mac, Broadcast, Project Management, Social Media, Camera Operation
Education
Full Sail University 2001 — 2002
Stoyan Angelov Stoyan Angelov's Morningstar Experience December 2008 - May 2010
Job Senior Risk Manager at Vienna Insurance Group
Industry Financial Services
Experience
Vienna Insurance Group December 2011 - Present
Morningstar Associates May 2010 - November 2011
Morningstar December 2008 - May 2010
Morningstar December 2007 - December 2008
Morningstar January 2007 - December 2007
Morningstar September 2005 - January 2007
Morningstar July 2004 - September 2005
UniCredit Bank Austria AG October 2002 - May 2003
Skills
Risk Management, Investment Management, Financial Modeling, Credit Risk, Solvency II, ALM, Regulatory Affairs, Capital Markets, Corporate Finance, Valuation, Fixed Income, Project Finance, Project Management, Macroeconomics, Insurance, Asset Allocation
Education
London Business School 2008 — 2010
Masters in Finance (MSc), Concentrations in Corporate Finance, Asset Management
University of Chicago 2005 — 2005
Certificate in Financial Decision Making, Financial Accounting, Corporate Finance.
University of Vienna 2002 — 2003
International Law; Political Economy
Georgetown University 2002 — 2002
Summer school with Charles University in Prague, Political and Economic Studies
Kenyon College 2000 — 2004
Bachelor of Arts (B.A.), Economics, International Studies
The American College of Sofia 1995 — 2000
High School
Vienna Insurance Group December 2011 - Present
Morningstar Associates May 2010 - November 2011
Morningstar December 2008 - May 2010
Morningstar December 2007 - December 2008
Morningstar January 2007 - December 2007
Morningstar September 2005 - January 2007
Morningstar July 2004 - September 2005
UniCredit Bank Austria AG October 2002 - May 2003
Skills
Risk Management, Investment Management, Financial Modeling, Credit Risk, Solvency II, ALM, Regulatory Affairs, Capital Markets, Corporate Finance, Valuation, Fixed Income, Project Finance, Project Management, Macroeconomics, Insurance, Asset Allocation
Education
London Business School 2008 — 2010
Masters in Finance (MSc), Concentrations in Corporate Finance, Asset Management
University of Chicago 2005 — 2005
Certificate in Financial Decision Making, Financial Accounting, Corporate Finance.
University of Vienna 2002 — 2003
International Law; Political Economy
Georgetown University 2002 — 2002
Summer school with Charles University in Prague, Political and Economic Studies
Kenyon College 2000 — 2004
Bachelor of Arts (B.A.), Economics, International Studies
The American College of Sofia 1995 — 2000
High School
Casey Dunn's Morningstar Experience March 2015 - Present
Job Client Account Manager at Morningstar
Industry Internet
Experience
Morningstar March 2015 - Present
Dean Media Group November 2014 - March 2015
Morningstar July 2013 - October 2014
Investopedia ULC August 2012 - July 2013
Investopedia ULC August 2011 - August 2012
Investor's Business Daily & Investors.com September 2006 - August 2011
Investor's Business Daily & Investors.com February 2005 - September 2006
Investor's Business Daily & Investors.com February 2004 - February 2005
VXI Global Solutions, Inc November 2001 - October 2003
Skills
Online Advertising, Web Analytics, Advertising, Google Analytics, Digital Marketing, Advertising Sales, Omniture, Digital Media, Ad Serving, Lead Generation, Sales, comScore, Customer Retention, Mobile Marketing, Mobile Advertising, Web Design, Display Advertising, Billing, Trafficking, RFP preparation, Client Retention, DART for Publishers, DART Sales Manager, iDesk, Nielsen Data, Google Affiliate Network, iab certified, Salesforce.com, Basecamp, Sales Prospecting, Data Analysis, Microsoft Excel, PowerPoint, Webinars, CAN SLIM certified
Education
Shepherd Hill Regional High School
Shepherd Hill Regional High School
Hofstra University 1996 — 2000
BA, Communications
Otis College of Art and Design 2009 — 2009
Continuting Ed, The Art of the Internet: Designing Websites for the 21st Century
Otis College of Art and Design 2005 — 2005
Continuing Ed, Graphic Design Course
Morningstar March 2015 - Present
Dean Media Group November 2014 - March 2015
Morningstar July 2013 - October 2014
Investopedia ULC August 2012 - July 2013
Investopedia ULC August 2011 - August 2012
Investor's Business Daily & Investors.com September 2006 - August 2011
Investor's Business Daily & Investors.com February 2005 - September 2006
Investor's Business Daily & Investors.com February 2004 - February 2005
VXI Global Solutions, Inc November 2001 - October 2003
Skills
Online Advertising, Web Analytics, Advertising, Google Analytics, Digital Marketing, Advertising Sales, Omniture, Digital Media, Ad Serving, Lead Generation, Sales, comScore, Customer Retention, Mobile Marketing, Mobile Advertising, Web Design, Display Advertising, Billing, Trafficking, RFP preparation, Client Retention, DART for Publishers, DART Sales Manager, iDesk, Nielsen Data, Google Affiliate Network, iab certified, Salesforce.com, Basecamp, Sales Prospecting, Data Analysis, Microsoft Excel, PowerPoint, Webinars, CAN SLIM certified
Education
Shepherd Hill Regional High School
Shepherd Hill Regional High School
Hofstra University 1996 — 2000
BA, Communications
Otis College of Art and Design 2009 — 2009
Continuting Ed, The Art of the Internet: Designing Websites for the 21st Century
Otis College of Art and Design 2005 — 2005
Continuing Ed, Graphic Design Course
Adam Abbas Adam Abbas's Morningstar Experience November 2004 - May 2008
Job Financial Services Professional | Experienced Investment Analyst, Business Consultant, and Executive Producer
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. May 2015 - Present
Aflac April 2015 - Present
Freelance January 2013 - Present
Silent Scope Media, Inc. (Formerly Silent Scope Entertainment, LLC & Region Entertainment, LLC) September 2011 - Present
i3 Group, a Ceannate company October 2014 - March 2015
THE NEW YORK FAME February 2012 - December 2013
Columbia Management July 2010 - August 2011
Cardinal Investment Advisors May 2009 - June 2010
Ocean Tomo July 2008 - November 2008
Morningstar November 2004 - May 2008
Skills
Financial Analysis, Finance, Investments, Promotions, Event Planning, Market Research, Presentations, Microsoft Excel, Bloomberg, Morningstar Direct, Morningstar, Event Management, Music Industry, Music Business..., Media Production, Video Production, Video Editing, Studio Recording, Digital Photography, Videography, Sales Presentations, Microsoft Office, PowerPoint, Keynote, Factset Research Systems, VBA, Databases, Valuation, Analysis, Portfolio Management, Access, Asset Management, Fixed Income, Equities, Business Analysis, Investment Strategies, Mutual Funds, Financial Services, Start-ups, Performance Measurement, Managerial Finance, Investment Management, Equity Research, Alternative Investments, Financial Statement..., Bonds, Asset Allocation, Financial Modeling, Financial Markets, Financial Systems
Education
Indiana University - Kelley School of Business 1998 — 2003
Bachelor of Science (B.S.), Double Major Finance & Computer Information Systems
Full Sail University 2011 — 2013
Master of Science (M.S.), Entertainment Business
Lake Central High School 1997 — 1998
Diploma, High School/Secondary Diplomas and Certificates
Transamerica Financial Advisors, Inc. May 2015 - Present
Aflac April 2015 - Present
Freelance January 2013 - Present
Silent Scope Media, Inc. (Formerly Silent Scope Entertainment, LLC & Region Entertainment, LLC) September 2011 - Present
i3 Group, a Ceannate company October 2014 - March 2015
THE NEW YORK FAME February 2012 - December 2013
Columbia Management July 2010 - August 2011
Cardinal Investment Advisors May 2009 - June 2010
Ocean Tomo July 2008 - November 2008
Morningstar November 2004 - May 2008
Skills
Financial Analysis, Finance, Investments, Promotions, Event Planning, Market Research, Presentations, Microsoft Excel, Bloomberg, Morningstar Direct, Morningstar, Event Management, Music Industry, Music Business..., Media Production, Video Production, Video Editing, Studio Recording, Digital Photography, Videography, Sales Presentations, Microsoft Office, PowerPoint, Keynote, Factset Research Systems, VBA, Databases, Valuation, Analysis, Portfolio Management, Access, Asset Management, Fixed Income, Equities, Business Analysis, Investment Strategies, Mutual Funds, Financial Services, Start-ups, Performance Measurement, Managerial Finance, Investment Management, Equity Research, Alternative Investments, Financial Statement..., Bonds, Asset Allocation, Financial Modeling, Financial Markets, Financial Systems
Education
Indiana University - Kelley School of Business 1998 — 2003
Bachelor of Science (B.S.), Double Major Finance & Computer Information Systems
Full Sail University 2011 — 2013
Master of Science (M.S.), Entertainment Business
Lake Central High School 1997 — 1998
Diploma, High School/Secondary Diplomas and Certificates
Jason Benjamin Jason Benjamin's Morningstar Experience May 2014 - July 2015
Job Video Producer / Designer at Sprout Social
Industry Design
Experience
Sprout Social, Inc. July 2015 - Present
Morningstar May 2014 - July 2015
NBCUniversal, Inc. January 2012 - May 2014
Harpo Studios November 2011 - January 2012
KIAH-TV CW39, A TRIBUNE November 2010 - November 2011
Sugar Creek Baptist Church October 2008 - November 2010
Higher Dimension Church April 2008 - October 2008
Sugar Creek Baptist Church February 2007 - March 2008
Skills
After Effects, Final Cut Pro, Illustrator, Video Editing, Photoshop, Graphic Design, Adobe Creative Suite, DVD Studio Pro, Compressor, Soundtrack, Camera Operation, Lighting, Motion Graphics, InDesign, Post Production, Mac OS, Video Production, Production, Broadcast, Camera Operating, Compositing, Commercials
Education
Houston Community College 2004 — 2007
Studied for Associates, Broadcast Media
Sprout Social, Inc. July 2015 - Present
Morningstar May 2014 - July 2015
NBCUniversal, Inc. January 2012 - May 2014
Harpo Studios November 2011 - January 2012
KIAH-TV CW39, A TRIBUNE November 2010 - November 2011
Sugar Creek Baptist Church October 2008 - November 2010
Higher Dimension Church April 2008 - October 2008
Sugar Creek Baptist Church February 2007 - March 2008
Skills
After Effects, Final Cut Pro, Illustrator, Video Editing, Photoshop, Graphic Design, Adobe Creative Suite, DVD Studio Pro, Compressor, Soundtrack, Camera Operation, Lighting, Motion Graphics, InDesign, Post Production, Mac OS, Video Production, Production, Broadcast, Camera Operating, Compositing, Commercials
Education
Houston Community College 2004 — 2007
Studied for Associates, Broadcast Media
Sara Farooq's Morningstar Experience 2006 - 2008
Job Freelance / Graphic Designer at Sara's Graphics
Industry Graphic Design
Experience
Sara's Graphics September 2010 - Present
Little Caesars, Queens NY November 2010 - October 2012
Steiner Sports July 2010 - October 2010
Creative Approach March 2009 - July 2010
MorningStar 2006 - 2008
Flight Safety International February 2007 - August 2007
Education
Fashion Institute of Technology 2003 — 2005
Sara's Graphics September 2010 - Present
Little Caesars, Queens NY November 2010 - October 2012
Steiner Sports July 2010 - October 2010
Creative Approach March 2009 - July 2010
MorningStar 2006 - 2008
Flight Safety International February 2007 - August 2007
Education
Fashion Institute of Technology 2003 — 2005
Christopher Mlynarski Christopher Mlynarski's Morningstar Experience April 2015 - Present
Job UX Designer
Industry Financial Services
Experience
Morningstar April 2015 - Present
General Assembly December 2014 - February 2015
Planet Finance China October 2013 - July 2014
Planet Finance China July 2013 - July 2014
Princeton in Asia July 2012 - July 2013
Skills
Human-centered Design, Product Design, User Experience Design, User Research, User Interface Design, HTML, CSS, JavaScript, Usability Testing, Mandarin, Visual Design, Start-ups, Project Management, Curriculum Innovation, User Journeys, Wireframes, User-centered Design, OmniGraffle, Web Design, Microsoft Excel, Public Speaking, Google Analytics, Paper Prototyping, Finance, Sketching, Chinese culture, Management, Economics, Chinese Consumer..., Design Thinking, Teaching, WordPress, Market Research, Research, Rapid Prototyping, User Flows, Financial Education, Curriculum Design, Analysis, PowerPoint, Design Research, Microsoft Office, Social Media, Program Development, Adobe Creative Suite, Site Maps, Affinity Diagramming, User Experience, Design Studio, Persona Creation
Education
Georgetown University 2009 — 2012
Bachelor's Degree, Chinese Language and Literature
Morningstar April 2015 - Present
General Assembly December 2014 - February 2015
Planet Finance China October 2013 - July 2014
Planet Finance China July 2013 - July 2014
Princeton in Asia July 2012 - July 2013
Skills
Human-centered Design, Product Design, User Experience Design, User Research, User Interface Design, HTML, CSS, JavaScript, Usability Testing, Mandarin, Visual Design, Start-ups, Project Management, Curriculum Innovation, User Journeys, Wireframes, User-centered Design, OmniGraffle, Web Design, Microsoft Excel, Public Speaking, Google Analytics, Paper Prototyping, Finance, Sketching, Chinese culture, Management, Economics, Chinese Consumer..., Design Thinking, Teaching, WordPress, Market Research, Research, Rapid Prototyping, User Flows, Financial Education, Curriculum Design, Analysis, PowerPoint, Design Research, Microsoft Office, Social Media, Program Development, Adobe Creative Suite, Site Maps, Affinity Diagramming, User Experience, Design Studio, Persona Creation
Education
Georgetown University 2009 — 2012
Bachelor's Degree, Chinese Language and Literature
Sean Klock, CFP® Sean Klock, CFP®'s Morningstar Experience 2006 - 2007
Job Sales Director at Morningstar Associates
Industry Investment Management
Experience
Morningstar Associates April 2013 - Present
Catholic Charities 2006 - Present
Boys Hope Girls Hope 2005 - Present
Morningstar Institutional Sales January 2012 - April 2013
Morningstar Investment Services March 2006 - January 2012
Fairfield University Alumni Board of Directors January 2007 - December 2011
Morningstar 2006 - 2007
Fifth Third Bank 2004 - 2006
US Senate 2002 - 2003
Skills
Investments, Leadership, Business Development, Customer Service, Sales, Marketing, Mutual Funds, CRM, Nonprofits, Partnering, Customer Relations, Social Media Marketing, Sales Operations, Business Strategy, Business Planning, Sales Management, New Business Development, Consultative Selling, Retirement Plan..., Retirement, Managed Accounts, ERISA, Fiduciary Services, Plan Sponsor Advice, Defined Contribution..., Defined Benefit plans, Financial Wellness
Education
Fairfield University 2000 — 2004
B.A., Double Major in History and Politics with a Minor in Irish Studies
Northridge Prep 1996 — 2000
Morningstar Associates April 2013 - Present
Catholic Charities 2006 - Present
Boys Hope Girls Hope 2005 - Present
Morningstar Institutional Sales January 2012 - April 2013
Morningstar Investment Services March 2006 - January 2012
Fairfield University Alumni Board of Directors January 2007 - December 2011
Morningstar 2006 - 2007
Fifth Third Bank 2004 - 2006
US Senate 2002 - 2003
Skills
Investments, Leadership, Business Development, Customer Service, Sales, Marketing, Mutual Funds, CRM, Nonprofits, Partnering, Customer Relations, Social Media Marketing, Sales Operations, Business Strategy, Business Planning, Sales Management, New Business Development, Consultative Selling, Retirement Plan..., Retirement, Managed Accounts, ERISA, Fiduciary Services, Plan Sponsor Advice, Defined Contribution..., Defined Benefit plans, Financial Wellness
Education
Fairfield University 2000 — 2004
B.A., Double Major in History and Politics with a Minor in Irish Studies
Northridge Prep 1996 — 2000
Dongmin Liu Dongmin Liu's Morningstar Experience 2013 - Present
Job Web Development Lead
Industry Computer Software
Experience
Morningstar 2013 - Present
Motorola Mobility, a Google company 2003 - 2013
Motorola Asian Business Council January 2006 - January 2009
Internet Solutions Group, Motorola 1999 - 2003
Daleen Technologies 1998 - 1999
Skills
Mobile Devices, JavaScript, jQuery, Agile Project Management, Ember.js, HTML5, Android, Product Management, Software Development, Mobile Applications, AJAX, Java, CSS, Ruby on Rails, SQL, MapBox, HTML 5
Education
Florida Atlantic University
Master, Computer Engineering
Chinese Academy of Sciences
Master, Physics
Jilin University
Bachelor of Science (BS), Material Science
Morningstar 2013 - Present
Motorola Mobility, a Google company 2003 - 2013
Motorola Asian Business Council January 2006 - January 2009
Internet Solutions Group, Motorola 1999 - 2003
Daleen Technologies 1998 - 1999
Skills
Mobile Devices, JavaScript, jQuery, Agile Project Management, Ember.js, HTML5, Android, Product Management, Software Development, Mobile Applications, AJAX, Java, CSS, Ruby on Rails, SQL, MapBox, HTML 5
Education
Florida Atlantic University
Master, Computer Engineering
Chinese Academy of Sciences
Master, Physics
Jilin University
Bachelor of Science (BS), Material Science
Harrison Freund Harrison Freund's Morningstar Experience August 2013 - July 2014
Job Team Lead, Morningstar Investment Services at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc. October 2014 - Present
Morningstar August 2013 - July 2014
Morningstar June 2012 - August 2013
UBS Wealth Management June 2011 - September 2011
Marsh & McLennan Companies, Inc. May 2010 - September 2010
Skills
Finance
Education
Vassar College 2008 — 2012
BS, Political Science and Government
Universidad Carlos III de Madrid 2011 — 2011
Bachelor's Degree, Language Immersion - Study Abroad
Francis W. Parker School 2004 — 2008
High School
Morningstar, Inc. October 2014 - Present
Morningstar August 2013 - July 2014
Morningstar June 2012 - August 2013
UBS Wealth Management June 2011 - September 2011
Marsh & McLennan Companies, Inc. May 2010 - September 2010
Skills
Finance
Education
Vassar College 2008 — 2012
BS, Political Science and Government
Universidad Carlos III de Madrid 2011 — 2011
Bachelor's Degree, Language Immersion - Study Abroad
Francis W. Parker School 2004 — 2008
High School
Andrew Clarke, CFA's Morningstar Experience 1992 - 1997
Job Corporate Communications, Principal
Industry Financial Services
Experience
Vanguard 1997 - Present
Association of National Advertisers 2014 - 2014
Morningstar 1992 - 1997
Skills
Writing, Editing, Corporate Communications, Social Media, Marketing Communications, Strategic Communications, Internal Communications, Investments, Web Content, Market Research, Content Strategy, Content Management, Mutual Funds, Asset Allocation, ETFs, Investment Management, Newsletters, Financial Services, Asset Management, Securities, Finance, Financial Modeling, Financial Analysis
Education
West Chester University of Pennsylvania 2012 — 2015
Master’s Degree, Applied Statistics
Haverford College 1987 — 1991
B.A., English Language and Literature/Letters
Croton Harmon High School
University of Pennsylvania - The Wharton School
Executive Education: Strategic Marketing
Vanguard 1997 - Present
Association of National Advertisers 2014 - 2014
Morningstar 1992 - 1997
Skills
Writing, Editing, Corporate Communications, Social Media, Marketing Communications, Strategic Communications, Internal Communications, Investments, Web Content, Market Research, Content Strategy, Content Management, Mutual Funds, Asset Allocation, ETFs, Investment Management, Newsletters, Financial Services, Asset Management, Securities, Finance, Financial Modeling, Financial Analysis
Education
West Chester University of Pennsylvania 2012 — 2015
Master’s Degree, Applied Statistics
Haverford College 1987 — 1991
B.A., English Language and Literature/Letters
Croton Harmon High School
University of Pennsylvania - The Wharton School
Executive Education: Strategic Marketing
Matt Fellowes's Morningstar Experience March 2015 - Present
Job Chief Innovation Officer at Morningstar
Industry Financial Services
Experience
Morningstar March 2015 - Present
HelloWallet (acquired by Morningstar) May 2009 - March 2015
The Pew Charitable Trusts May 2008 - April 2009
The Brookings Institution April 2004 - April 2008
Skills
Public Policy, Financial Services, Mobile Applications, Employee Benefits, Start-ups, Strategy, Strategic Partnerships, Program Management, Policy Analysis, Strategic Planning, Entrepreneurship, Process Improvement, SaaS, Fundraising, Agile Methodologies, Publishing, Public Speaking
Education
University of North Carolina at Chapel Hill 2000 — 2004
Ph.D, Political Science
Georgetown University 1998 — 2000
MPP, Public Policy
St. Lawrence University 1993 — 1997
BA, Political Science
Morningstar March 2015 - Present
HelloWallet (acquired by Morningstar) May 2009 - March 2015
The Pew Charitable Trusts May 2008 - April 2009
The Brookings Institution April 2004 - April 2008
Skills
Public Policy, Financial Services, Mobile Applications, Employee Benefits, Start-ups, Strategy, Strategic Partnerships, Program Management, Policy Analysis, Strategic Planning, Entrepreneurship, Process Improvement, SaaS, Fundraising, Agile Methodologies, Publishing, Public Speaking
Education
University of North Carolina at Chapel Hill 2000 — 2004
Ph.D, Political Science
Georgetown University 1998 — 2000
MPP, Public Policy
St. Lawrence University 1993 — 1997
BA, Political Science
R. H. Rick Carey R. H. Rick Carey's Morningstar Experience January 2005 - June 2005
Job Financial Service Entrepreneur | Founder of VARDS, RISE, and R.H. Carey
Industry Financial Services
Experience
R.H. Carey January 2013 - Present
Retirement Income Solutions Enterprise - RISE July 2005 - December 2012
Morningstar January 2005 - June 2005
Finetre/VARDS January 2003 - December 2004
Info-One/PIVOT/VARDS (was wholly-owned by Wachovia Corporation) January 2000 - December 2003
National Association for Variable Annuities - NAVA (now the Insured Retirement Institute) January 1991 - December 2001
The Variable Annuity Research & Data Service (VARDS) October 1988 - January 2000
First Financial Investment Services, Inc. February 1981 - August 1993
Skills
Retirement, Product Development, New Business Development, Fixed Annuities, Variable Annuities, Research, Financial Services, Mutual Funds, Investments, Financial Advisory, Business Planning, Market Research, Marketing, Strategy, Retirement Planning, Series 6, Finance, Life Insurance
Education
University of Miami 1974 — 1976
MEd, Counseling Psychology
Florida State University 1969 — 1971
BS, Social Science
R.H. Carey January 2013 - Present
Retirement Income Solutions Enterprise - RISE July 2005 - December 2012
Morningstar January 2005 - June 2005
Finetre/VARDS January 2003 - December 2004
Info-One/PIVOT/VARDS (was wholly-owned by Wachovia Corporation) January 2000 - December 2003
National Association for Variable Annuities - NAVA (now the Insured Retirement Institute) January 1991 - December 2001
The Variable Annuity Research & Data Service (VARDS) October 1988 - January 2000
First Financial Investment Services, Inc. February 1981 - August 1993
Skills
Retirement, Product Development, New Business Development, Fixed Annuities, Variable Annuities, Research, Financial Services, Mutual Funds, Investments, Financial Advisory, Business Planning, Market Research, Marketing, Strategy, Retirement Planning, Series 6, Finance, Life Insurance
Education
University of Miami 1974 — 1976
MEd, Counseling Psychology
Florida State University 1969 — 1971
BS, Social Science
Tim Haggerty Tim Haggerty's Morningstar Experience 2000 - 2001
Job Designer at Gensler
Industry Design
Experience
Gensler June 2015 - Present
Tim Haggerty Design 2003 - Present
Gensler September 2014 - May 2015
Applegate Tran Interiors May 2014 - August 2014
BAMO January 2014 - May 2014
Entrepreneur 2003 - 2010
Socratic Technologies 2002 - 2003
Morningstar 2000 - 2001
Lipman Hearne 1998 - 2000
Skills
Brand Development, Marketing Strategy, Content Development, Integrated Marketing, International Marketing, Marketing Communications, Competitive Analysis, Start-ups, Direct Marketing, Strategic Planning, Digital Marketing, Small Business, Retail, Marketing Management, Marketing, Analysis, Product Development, Online Marketing, Entrepreneurship, Leadership, Photoshop, Management, Market Research, Interior Design
Education
University of California, Berkeley 2012 — 2015
Certificate in Interior Design and Interior Architecture, with distinction
Golden Gate University
MBA, Marketing
University of Michigan
Bachelor
Gensler June 2015 - Present
Tim Haggerty Design 2003 - Present
Gensler September 2014 - May 2015
Applegate Tran Interiors May 2014 - August 2014
BAMO January 2014 - May 2014
Entrepreneur 2003 - 2010
Socratic Technologies 2002 - 2003
Morningstar 2000 - 2001
Lipman Hearne 1998 - 2000
Skills
Brand Development, Marketing Strategy, Content Development, Integrated Marketing, International Marketing, Marketing Communications, Competitive Analysis, Start-ups, Direct Marketing, Strategic Planning, Digital Marketing, Small Business, Retail, Marketing Management, Marketing, Analysis, Product Development, Online Marketing, Entrepreneurship, Leadership, Photoshop, Management, Market Research, Interior Design
Education
University of California, Berkeley 2012 — 2015
Certificate in Interior Design and Interior Architecture, with distinction
Golden Gate University
MBA, Marketing
University of Michigan
Bachelor
Ben Meirowitz Ben Meirowitz's Morningstar Experience June 2015 - Present
Job
Industry Management Consulting
Experience
Morningstar June 2015 - Present
Georgetown University's McDonough School of Business August 2013 - May 2015
Main Street Genome April 2014 - April 2015
The Lab 2010 - 2013
TPR Media 2009 - 2010
Sun Life Financial 2008 - 2009
American Friends of The Hebrew University 2007 - 2008
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Semester At Sea
University of Vermont
BS, Secondary Education & History
Morningstar June 2015 - Present
Georgetown University's McDonough School of Business August 2013 - May 2015
Main Street Genome April 2014 - April 2015
The Lab 2010 - 2013
TPR Media 2009 - 2010
Sun Life Financial 2008 - 2009
American Friends of The Hebrew University 2007 - 2008
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Semester At Sea
University of Vermont
BS, Secondary Education & History
Mitch Shue's Morningstar Experience June 2015 - Present
Job Chief Technology Officer at HelloWallet
Industry Computer Software
Experience
Morningstar June 2015 - Present
HelloWallet (acquired by Morningstar) March 2011 - Present
Senseware.co February 2015 - Present
Skills
SaaS, Enterprise Software, Agile Methodologies, Cloud Computing, Software Development, Enterprise Architecture, Product Management, Java, Business Intelligence, Distributed Systems, JavaScript, Java Enterprise Edition, Software Design, Architecture, Start-ups, SQL, SOA, Software Engineering, Web Services, Scrum, Entrepreneurship, Web Applications, Web Development, Architectures, Mobile Applications, System Architecture, AJAX, Agile Project Management, Management
Education
George Mason University
MS, Conflict Analysis and Resolution
Trinity University
BS, Computing and Information Sciences
Kubasaki High School
Morningstar June 2015 - Present
HelloWallet (acquired by Morningstar) March 2011 - Present
Senseware.co February 2015 - Present
Skills
SaaS, Enterprise Software, Agile Methodologies, Cloud Computing, Software Development, Enterprise Architecture, Product Management, Java, Business Intelligence, Distributed Systems, JavaScript, Java Enterprise Edition, Software Design, Architecture, Start-ups, SQL, SOA, Software Engineering, Web Services, Scrum, Entrepreneurship, Web Applications, Web Development, Architectures, Mobile Applications, System Architecture, AJAX, Agile Project Management, Management
Education
George Mason University
MS, Conflict Analysis and Resolution
Trinity University
BS, Computing and Information Sciences
Kubasaki High School
Megan Mergener's Morningstar Experience June 2002 - February 2003
Job Project Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2007 - Present
Bearingpoint June 2004 - January 2007
kasina February 2003 - June 2004
Morningstar June 2002 - February 2003
Skills
Financial Services, Project Management, PMO, Banking, Management, Risk Management, Agile Methodologies, Project Planning, Financial Modeling, SDLC, Capital Markets, Credit Cards, Credit, Basel II, Security, Business Operations, Corporate Card, Business Resilience, Microsoft Office, SharePoint, PMP
Education
Georgetown University 1998 — 2002
BS in BA
JPMorgan Chase & Co. February 2007 - Present
Bearingpoint June 2004 - January 2007
kasina February 2003 - June 2004
Morningstar June 2002 - February 2003
Skills
Financial Services, Project Management, PMO, Banking, Management, Risk Management, Agile Methodologies, Project Planning, Financial Modeling, SDLC, Capital Markets, Credit Cards, Credit, Basel II, Security, Business Operations, Corporate Card, Business Resilience, Microsoft Office, SharePoint, PMP
Education
Georgetown University 1998 — 2002
BS in BA
Rick Summer, CFA, CPA's Morningstar Experience January 2010 - Present
Job Senior Equity Analyst, Internet and Technology
Industry Investment Management
Experience
Morningstar January 2010 - Present
Telecom and Media Advisory Firm April 2008 - April 2009
Morningstar February 2005 - October 2007
724 Solutions 2001 - 2004
Auvo February 2001 - September 2001
vcapital May 1999 - December 2000
UBS Global Asset Management (fka Brinson Partners) September 1994 - May 1999
FMC Corporation 1993 - 1993
Ernst and Young 1992 - 1993
Skills
Due Diligence, Valuation, Financial Modeling, Investments, Financial Analysis, Competitive Analysis, Entrepreneurship, Start-ups, Business Strategy, Equities, Strategic Planning, Market Research, Asset Management, Industry Analysis, Private Equity, Forecasting, Negotiation, Telecommunications, Venture Capital, Mergers, Business Valuation, Strategy Development, Equity Research, Business Development, Corporate Strategy..., Strategy, IT Strategy
Education
University of Chicago 1995 — 1998
MBA
Emory University 1988 — 1992
BBA
Morningstar January 2010 - Present
Telecom and Media Advisory Firm April 2008 - April 2009
Morningstar February 2005 - October 2007
724 Solutions 2001 - 2004
Auvo February 2001 - September 2001
vcapital May 1999 - December 2000
UBS Global Asset Management (fka Brinson Partners) September 1994 - May 1999
FMC Corporation 1993 - 1993
Ernst and Young 1992 - 1993
Skills
Due Diligence, Valuation, Financial Modeling, Investments, Financial Analysis, Competitive Analysis, Entrepreneurship, Start-ups, Business Strategy, Equities, Strategic Planning, Market Research, Asset Management, Industry Analysis, Private Equity, Forecasting, Negotiation, Telecommunications, Venture Capital, Mergers, Business Valuation, Strategy Development, Equity Research, Business Development, Corporate Strategy..., Strategy, IT Strategy
Education
University of Chicago 1995 — 1998
MBA
Emory University 1988 — 1992
BBA
Victor Aguiar's Morningstar Experience September 2015 - Present
Job Client Solutions Consultant Institutional Products at Morningstar
Industry Computer Software
Experience
Morningstar September 2015 - Present
Morningstar Canada December 2011 - Present
RL Solutions November 2010 - December 2011
Fidelity Investments November 2009 - October 2010
Fundex September 2004 - February 2010
Ryerson University May 2008 - December 2008
The Anderson Group of Governance Researchers and Advisor July 2008 - November 2008
FundTrade investments corp May 2005 - September 2006
Etobicoke Chamber Of Commerce January 2005 - June 2005
Skills
Analytical & problem..., Communication &..., Promoting Process..., Social Skills, Business Revitalization, Analytical Skills, Communication, Problem Solving, Business Analysis, Project Management, Analysis, Marketing Strategy, Business Strategy, Quality Assurance, Data Analysis, CRM, Teamwork, Training, Software Documentation, Team Leadership, Customer Service, Visio, SQL, Strategic Planning, Budgets, Microsoft Office, Strategy, Requirements Analysis, Process Improvement, Salesforce.com, Sales, Cross-functional Team..., Product Management, Market Research, Team Building, Management, Financial Analysis, Change Management, Business Intelligence, Account Management, Project Planning, Mutual Funds, Leadership, Business Process..., Microsoft Excel, New Business Development, Financial Services, Research, Time Management, Software Project...
Education
Ryerson University 2005 — 2009
Bcomm, Strategic Management
Humber College 2002 — 2005
Advanced Dipolma, Business
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Advanced Dipolma, Business Admin
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Management Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Small Business Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Canadian Institute of Management (CIM) Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Entrepreneurial Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Business Studies Certificate
St Pauls 1999 — 2003
Diploma
St Dominics
Morningstar September 2015 - Present
Morningstar Canada December 2011 - Present
RL Solutions November 2010 - December 2011
Fidelity Investments November 2009 - October 2010
Fundex September 2004 - February 2010
Ryerson University May 2008 - December 2008
The Anderson Group of Governance Researchers and Advisor July 2008 - November 2008
FundTrade investments corp May 2005 - September 2006
Etobicoke Chamber Of Commerce January 2005 - June 2005
Skills
Analytical & problem..., Communication &..., Promoting Process..., Social Skills, Business Revitalization, Analytical Skills, Communication, Problem Solving, Business Analysis, Project Management, Analysis, Marketing Strategy, Business Strategy, Quality Assurance, Data Analysis, CRM, Teamwork, Training, Software Documentation, Team Leadership, Customer Service, Visio, SQL, Strategic Planning, Budgets, Microsoft Office, Strategy, Requirements Analysis, Process Improvement, Salesforce.com, Sales, Cross-functional Team..., Product Management, Market Research, Team Building, Management, Financial Analysis, Change Management, Business Intelligence, Account Management, Project Planning, Mutual Funds, Leadership, Business Process..., Microsoft Excel, New Business Development, Financial Services, Research, Time Management, Software Project...
Education
Ryerson University 2005 — 2009
Bcomm, Strategic Management
Humber College 2002 — 2005
Advanced Dipolma, Business
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Advanced Dipolma, Business Admin
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Management Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Small Business Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Canadian Institute of Management (CIM) Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Entrepreneurial Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Business Studies Certificate
St Pauls 1999 — 2003
Diploma
St Dominics
Jacob Melton's Morningstar Experience October 2002 - December 2004
Job Owner, Amtex Precision Fabrication, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Amtex Precision Fabrication, Inc. August 2005 - Present
Morningstar October 2002 - December 2004
Thomson Reuters April 1998 - September 2002
Skills
New Business Development, Product Management, Product Development, Project Management, Management, Sales Management, Strategy, Strategic Planning, Business Strategy, Risk Management, Program Management, Business Analysis, Business Development, Manufacturing, Process Improvement, Marketing Strategy
Education
Franklin & Marshall College 1992 — 1996
Bachelar of Arts, Business / German
Amtex Precision Fabrication, Inc. August 2005 - Present
Morningstar October 2002 - December 2004
Thomson Reuters April 1998 - September 2002
Skills
New Business Development, Product Management, Product Development, Project Management, Management, Sales Management, Strategy, Strategic Planning, Business Strategy, Risk Management, Program Management, Business Analysis, Business Development, Manufacturing, Process Improvement, Marketing Strategy
Education
Franklin & Marshall College 1992 — 1996
Bachelar of Arts, Business / German
Vito DAstici's Morningstar Experience March 2008 - June 2014
Job SQL Server DBA at Jet Support Services Inc. JSSI
Industry Information Technology and Services
Experience
Jet Support Services Inc. - JSSI July 2014 - Present
Morningstar March 2008 - June 2014
Synthesis Technology Corp June 2006 - March 2008
Interface Software 2001 - 2005
CCC Information Services 1997 - 2001
Skills
Microsoft SQL Server, SQL, Data Warehousing, Agile Methodologies, SSIS, XML, Databases, ETL, Data Modeling, Database Design, Enterprise Software, SSRS, Software Development, SDLC, .NET, C#, Morningstar Direct, T-SQL, ASP, TFS, Business Intelligence, VB.NET, IIS, SharePoint, Software Project..., Visio, Visual Studio
Education
Eastern Illinois University 1990 — 1994
Jet Support Services Inc. - JSSI July 2014 - Present
Morningstar March 2008 - June 2014
Synthesis Technology Corp June 2006 - March 2008
Interface Software 2001 - 2005
CCC Information Services 1997 - 2001
Skills
Microsoft SQL Server, SQL, Data Warehousing, Agile Methodologies, SSIS, XML, Databases, ETL, Data Modeling, Database Design, Enterprise Software, SSRS, Software Development, SDLC, .NET, C#, Morningstar Direct, T-SQL, ASP, TFS, Business Intelligence, VB.NET, IIS, SharePoint, Software Project..., Visio, Visual Studio
Education
Eastern Illinois University 1990 — 1994
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
Matt Nellans's Morningstar Experience March 2004 - August 2008
Job Associate at Walk Law Firm, PA
Industry Law Practice
Experience
Walk Law Firm, PA April 2014 - Present
United States District Court for the Northern District of Florida May 2012 - July 2012
The Hon. Frank M. Nardi at Owen County Circuit Court June 2011 - August 2011
Midway Capital Management August 2008 - May 2010
Morningstar March 2004 - August 2008
Colonial Bank July 2001 - December 2002
Skills
Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Equity Research, Valuation, Financial Modeling, Corporate Finance, Equities, Economics, Equity Valuation, Asset Management, Alternative Investments, Austrian Economics, Austrian Theory of..., Libertarianism, Security Analysis, Merger Arbitrage
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2013
Juris Doctor (J.D.)
Indiana University School of Law—Bloomington 2010 — 2011
Florida Gulf Coast University 2002 — 2003
MA, Accounting
University of Florida - Warrington College of Business Administration
Walk Law Firm, PA April 2014 - Present
United States District Court for the Northern District of Florida May 2012 - July 2012
The Hon. Frank M. Nardi at Owen County Circuit Court June 2011 - August 2011
Midway Capital Management August 2008 - May 2010
Morningstar March 2004 - August 2008
Colonial Bank July 2001 - December 2002
Skills
Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Equity Research, Valuation, Financial Modeling, Corporate Finance, Equities, Economics, Equity Valuation, Asset Management, Alternative Investments, Austrian Economics, Austrian Theory of..., Libertarianism, Security Analysis, Merger Arbitrage
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2013
Juris Doctor (J.D.)
Indiana University School of Law—Bloomington 2010 — 2011
Florida Gulf Coast University 2002 — 2003
MA, Accounting
University of Florida - Warrington College of Business Administration
David Belland's Morningstar Experience December 2007 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morningstar December 2007 - Present
Gulfcoast Software Solutions March 2005 - October 2007
Getronics August 2003 - February 2005
Cartwright Electronics July 2001 - November 2001
Wonderware Corporation August 2000 - January 2001
Education
Franciscan University of Steubenville 1996 — 2000
Morningstar December 2007 - Present
Gulfcoast Software Solutions March 2005 - October 2007
Getronics August 2003 - February 2005
Cartwright Electronics July 2001 - November 2001
Wonderware Corporation August 2000 - January 2001
Education
Franciscan University of Steubenville 1996 — 2000
Peng Chen's Morningstar Experience January 2009 - Present
Job President, Global Investment Management Division at Morningstar
Industry Investment Management
Experience
Morningstar January 2009 - Present
Morningstar 2006 - Present
Morningstar 2006 - Present
Education
Harbin Institute of Technology 1988 — 1992
Management Enginerring
The Ohio State University
Morningstar January 2009 - Present
Morningstar 2006 - Present
Morningstar 2006 - Present
Education
Harbin Institute of Technology 1988 — 1992
Management Enginerring
The Ohio State University
Lauren (Etzkorn) Davidson's Morningstar Experience October 2013 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morningstar November 2011 - September 2013
Morningstar November 2008 - October 2011
Junta de Andalucia October 2007 - May 2008
A New Leaf June 2006 - September 2007
Skills
Investments, Asset Managment, Financial Services, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Markets, Relationship Management, Customer Service, Fixed Income, Finance, Equities
Education
Grinnell College 2003 — 2007
BA
Morningstar October 2013 - Present
Morningstar November 2011 - September 2013
Morningstar November 2008 - October 2011
Junta de Andalucia October 2007 - May 2008
A New Leaf June 2006 - September 2007
Skills
Investments, Asset Managment, Financial Services, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Financial Markets, Relationship Management, Customer Service, Fixed Income, Finance, Equities
Education
Grinnell College 2003 — 2007
BA
Joscelyn MacKay's Morningstar Experience August 2015 - Present
Job Product Manager, Equity Data, North America at Morningstar
Industry Investment Management
Experience
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Eric Baker's Morningstar Experience June 2011 - Present
Job Vice President Institutional Equity Research Sales at Morningstar
Industry Research
Experience
Morningstar June 2011 - Present
Ticonderoga Securities LLC April 2010 - June 2011
John S Herold February 2007 - April 2010
American Technology Research April 2006 - February 2007
Medley Global Advisors 2006 - 2006
Precursor Group 2001 - 2005
Skills
Equities, Investments, Valuation, Series 7, Bloomberg, Equity Research, Morningstar Direct, Capital Markets, Portfolio Management, Alternative Investments, Financial Modeling, Emerging Markets, Fixed Income, Asset Allocation, Securities, Asset Management
Education
Hobart and William Smith Colleges
BA, Economics
Morningstar June 2011 - Present
Ticonderoga Securities LLC April 2010 - June 2011
John S Herold February 2007 - April 2010
American Technology Research April 2006 - February 2007
Medley Global Advisors 2006 - 2006
Precursor Group 2001 - 2005
Skills
Equities, Investments, Valuation, Series 7, Bloomberg, Equity Research, Morningstar Direct, Capital Markets, Portfolio Management, Alternative Investments, Financial Modeling, Emerging Markets, Fixed Income, Asset Allocation, Securities, Asset Management
Education
Hobart and William Smith Colleges
BA, Economics
Giovanni (John) Campea's Morningstar Experience October 2007 - Present
Job Production Manager, Real Estate Sales Representative
Industry Financial Services
Experience
Your Choice Realty Corp., Brokerage June 2009 - Present
Morningstar October 2007 - Present
Morningstar January 2005 - October 2007
Morningstar January 2003 - January 2005
Morningstar 2001 - 2003
Morningstar 1999 - 2001
Morningstar 1998 - 1999
Skills
First Time Buyers, Production, First Time Home Buyers, Real Estate Transactions, Negotiation, Investments, Morningstar Direct, Sales, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Real Estate, Analysis, Financial Analysis, Budgets, Management
Education
OREA College 2008 — 2009
licensed real-estate
Canadian Securities Institute 2002 — 2002
CSC
Humber College 1996 — 1997
Diploma, Business Management
George Brown College 1993 — 1996
Diploma, Business Information Systems
Your Choice Realty Corp., Brokerage June 2009 - Present
Morningstar October 2007 - Present
Morningstar January 2005 - October 2007
Morningstar January 2003 - January 2005
Morningstar 2001 - 2003
Morningstar 1999 - 2001
Morningstar 1998 - 1999
Skills
First Time Buyers, Production, First Time Home Buyers, Real Estate Transactions, Negotiation, Investments, Morningstar Direct, Sales, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Real Estate, Analysis, Financial Analysis, Budgets, Management
Education
OREA College 2008 — 2009
licensed real-estate
Canadian Securities Institute 2002 — 2002
CSC
Humber College 1996 — 1997
Diploma, Business Management
George Brown College 1993 — 1996
Diploma, Business Information Systems
Alec Lucas's Morningstar Experience August 2013 - Present
Job Mutual Fund Analyst
Industry Financial Services
Experience
Morningstar August 2013 - Present
Loyola University Chicago, North Park University, McCormick Theological Seminary August 2011 - May 2013
Skills
Theology, Public Speaking, Research, Teaching, Nonprofits, Community Outreach, Leadership Development, Fundraising, Leadership, Strategic Planning, Higher Education, Volunteer Management
Education
Loyola University of Chicago 2005 — 2012
Doctor of Philosophy (Ph.D.), Theology/Theological Studies
University of Heidelberg 2010 — 2011
Fulbright Scholar
Trinity International University 2002 — 2005
Master of Divinity (M.Div.)
University of Missouri-Columbia 1993 — 1998
Bachelor of Arts (B.A.), Philosophy Classics
Morningstar August 2013 - Present
Loyola University Chicago, North Park University, McCormick Theological Seminary August 2011 - May 2013
Skills
Theology, Public Speaking, Research, Teaching, Nonprofits, Community Outreach, Leadership Development, Fundraising, Leadership, Strategic Planning, Higher Education, Volunteer Management
Education
Loyola University of Chicago 2005 — 2012
Doctor of Philosophy (Ph.D.), Theology/Theological Studies
University of Heidelberg 2010 — 2011
Fulbright Scholar
Trinity International University 2002 — 2005
Master of Divinity (M.Div.)
University of Missouri-Columbia 1993 — 1998
Bachelor of Arts (B.A.), Philosophy Classics
Sambra Phipps's Morningstar Experience April 2000 - August 2001
Job Customer Service Associate at Absolute Virtual Services
Industry Real Estate
Experience
Absolute Virtual Services December 2013 - Present
Meiman Marcus Direct August 2013 - December 2013
Crossbridge Christian Church April 2010 - June 2013
141 Worldwide August 2001 - October 2003
Morningstar April 2000 - August 2001
Education
Loyola University Chicago 1999 — 2001
Associate of Science (A.S.), Computer Science
Fisk University 1988 — 1991
Absolute Virtual Services December 2013 - Present
Meiman Marcus Direct August 2013 - December 2013
Crossbridge Christian Church April 2010 - June 2013
141 Worldwide August 2001 - October 2003
Morningstar April 2000 - August 2001
Education
Loyola University Chicago 1999 — 2001
Associate of Science (A.S.), Computer Science
Fisk University 1988 — 1991
Celeste Stinson's Morningstar Experience 2013 - Present
Job Vice President Structured Credit Ratings & Research at Morningstar
Industry Investment Banking
Experience
Morningstar 2013 - Present
Federal Reserve Bank of New York March 2010 - June 2012
Federal Reserve Bank of New York June 2012 - 2012
Hypo Real Estate Bank International December 2004 - September 2008
GMAC Commercial Mortgage January 2003 - November 2004
Guardian Life Insurance 1987 - 2001
Skills
Portfolio Management, Debt, Loans, Financial Analysis, Economics, Valuation, Asset Managment, Financial Modeling, Due Diligence, Credit, Banking, Fixed Income, Equities, Credit Risk, Investments, Performance Metrics, Portfolio Benchmarking, CMBS, Asset-backed..., Revolving Lines of..., Management, Risk Management, Career Development
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA
University of Tennessee-Knoxville - College of Business Administration
BS
Morningstar 2013 - Present
Federal Reserve Bank of New York March 2010 - June 2012
Federal Reserve Bank of New York June 2012 - 2012
Hypo Real Estate Bank International December 2004 - September 2008
GMAC Commercial Mortgage January 2003 - November 2004
Guardian Life Insurance 1987 - 2001
Skills
Portfolio Management, Debt, Loans, Financial Analysis, Economics, Valuation, Asset Managment, Financial Modeling, Due Diligence, Credit, Banking, Fixed Income, Equities, Credit Risk, Investments, Performance Metrics, Portfolio Benchmarking, CMBS, Asset-backed..., Revolving Lines of..., Management, Risk Management, Career Development
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA
University of Tennessee-Knoxville - College of Business Administration
BS
Joseph Blanco, PMP's Morningstar Experience 1987 - 1988
Job Project/Program Management, Operational Improvement, Business Optimization
Industry Management Consulting
Experience
XL Management Solutions, Inc 2009 - Present
US Cellular 2007 - 2008
Alcatel Lucent 2004 - 2007
Motorola 2000 - 2004
Moore Corporation 1999 - 2000
Brinker International 1993 - 1999
CCC Information Services 1988 - 1992
Morningstar 1987 - 1988
Skills
Program Management, SDLC, Project Management, Agile Methodologies, Business Process..., Cross-functional Team..., Process Improvement, CRM, PMO, Strategy, Project Portfolio..., Six Sigma, Management, Business Intelligence, Enterprise Software, Integration, Vendor Management, Strategic Planning, Business Strategy, Resource Management, Project Planning, Mergers & Acquisitions, Contract Negotiation, P&L Management, Business Process..., Budgets, Leadership Development, PMP, Leadership
Education
Florida Institute of Technology
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelors, Economics
XL Management Solutions, Inc 2009 - Present
US Cellular 2007 - 2008
Alcatel Lucent 2004 - 2007
Motorola 2000 - 2004
Moore Corporation 1999 - 2000
Brinker International 1993 - 1999
CCC Information Services 1988 - 1992
Morningstar 1987 - 1988
Skills
Program Management, SDLC, Project Management, Agile Methodologies, Business Process..., Cross-functional Team..., Process Improvement, CRM, PMO, Strategy, Project Portfolio..., Six Sigma, Management, Business Intelligence, Enterprise Software, Integration, Vendor Management, Strategic Planning, Business Strategy, Resource Management, Project Planning, Mergers & Acquisitions, Contract Negotiation, P&L Management, Business Process..., Budgets, Leadership Development, PMP, Leadership
Education
Florida Institute of Technology
Master of Business Administration (MBA), Finance, General
Northwestern University
Bachelors, Economics
Jason Kephart's Morningstar Experience January 2014 - Present
Job Alternative funds analyst
Industry Research
Experience
Morningstar January 2014 - Present
InvestmentNews December 2011 - January 2014
Fund Action May 2010 - November 2011
SmartMoney Magazine October 2007 - May 2010
Skills
Journalism, Editing, Writing, Social Media, Blogging, Editorial, ETFs, Digital Media, Copywriting, Breaking News, Magazines, Business Journalism, News Writing, Newspapers, Web Content, Online Journalism, Mutual Funds, Copy Editing, AP Style, Press Releases, Publishing, Media Relations, Storytelling, Publications, Feature Articles
Education
Florida State University 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Morningstar January 2014 - Present
InvestmentNews December 2011 - January 2014
Fund Action May 2010 - November 2011
SmartMoney Magazine October 2007 - May 2010
Skills
Journalism, Editing, Writing, Social Media, Blogging, Editorial, ETFs, Digital Media, Copywriting, Breaking News, Magazines, Business Journalism, News Writing, Newspapers, Web Content, Online Journalism, Mutual Funds, Copy Editing, AP Style, Press Releases, Publishing, Media Relations, Storytelling, Publications, Feature Articles
Education
Florida State University 2004 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Jessica Sieren's Morningstar Experience 2006 - March 2007
Job Senior Risk Analyst, Cargill Food Ingredients Platform
Industry Financial Services
Experience
Cargill June 2011 - Present
Black River Asset Management March 2007 - June 2011
Morningstar 2006 - March 2007
Morningstar 2003 - 2006
American Century April 2001 - February 2003
Louis Dreyfus July 1998 - January 2001
Skills
Hedge Funds, Finance, Commodity
Education
University of Kansas - Graduate School of Business 2001 — 2002
MBA, Finance
Grinnell College 1994 — 1998
BA, Economics, Russian
Cargill June 2011 - Present
Black River Asset Management March 2007 - June 2011
Morningstar 2006 - March 2007
Morningstar 2003 - 2006
American Century April 2001 - February 2003
Louis Dreyfus July 1998 - January 2001
Skills
Hedge Funds, Finance, Commodity
Education
University of Kansas - Graduate School of Business 2001 — 2002
MBA, Finance
Grinnell College 1994 — 1998
BA, Economics, Russian
Ed Barrett's Morningstar Experience January 2011 - May 2013
Job Director at Kroll Bond Rating Agency, Inc.
Industry Investment Management
Experience
Kroll Bond Rating Agency, Inc. May 2013 - Present
Morningstar January 2011 - May 2013
Aberdeen Asset Management December 2005 - March 2010
Deutsche Asset Management acquired by Aberdeen 12/2005 February 2004 - December 2005
GMAC COMMERCIAL MORTGAGE CORPORATION December 1994 - February 2004
Skills
CMBS, Structured Products, Underwriting, Credit Analysis, Portfolio Management, Trading, Bonds, Hedging, Bloomberg, Asset Allocation, Financial Modeling, Structured Finance, ABS, Investments, Asset Management, Credit, Finance, Valuation, Financial Structuring, MBS, Mutual Funds, Securities, Capital Markets, Fixed Income, Alternative Investments, Equities, Derivatives, Investment Management, High Yield, Series 7, Financial Analysis, Due Diligence
Education
Eastern University 1993 — 1997
BS Business, Business
Manor College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Kroll Bond Rating Agency, Inc. May 2013 - Present
Morningstar January 2011 - May 2013
Aberdeen Asset Management December 2005 - March 2010
Deutsche Asset Management acquired by Aberdeen 12/2005 February 2004 - December 2005
GMAC COMMERCIAL MORTGAGE CORPORATION December 1994 - February 2004
Skills
CMBS, Structured Products, Underwriting, Credit Analysis, Portfolio Management, Trading, Bonds, Hedging, Bloomberg, Asset Allocation, Financial Modeling, Structured Finance, ABS, Investments, Asset Management, Credit, Finance, Valuation, Financial Structuring, MBS, Mutual Funds, Securities, Capital Markets, Fixed Income, Alternative Investments, Equities, Derivatives, Investment Management, High Yield, Series 7, Financial Analysis, Due Diligence
Education
Eastern University 1993 — 1997
BS Business, Business
Manor College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Ingrid van Weenen's Morningstar Experience 2000 - 2002
Job A dynamic, entrepreneurial leader. Implementing strategic growth initiatives.
Industry Program Development
Experience
Clinton Giustra Enterprise Partnership September 2014 - December 2014
Cuso International July 2011 - July 2014
AARP 2006 - 2010
SCORE 2005 - 2006
The Phoenix Companies, Inc. 2002 - 2004
Morningstar 2000 - 2002
Harry & David 1998 - 2000
MasterCard 1991 - 1997
BMO Harris Bank 1990 - 1991
Citi 1984 - 1990
Skills
Strategy, Nonprofits, Strategic Planning, Business Planning, Business Development, Entrepreneurship, Program Management, Marketing Strategy, Capacity Building, Business Relationship..., Brand Development, Marketing Communications, Marketing Research, Training, Supplier Sourcing, Financial Management..., Communication Skills, Foreign Languages, Management, Organizational..., Project Planning, Leadership, Market Research, Business Strategy, Marketing, Strategic Partnerships, Proposal Writing, Analysis, Project Management, Executive Management, Product Management, International..., Management Consulting, Sales, Cross-functional Team...
Education
George Washington University
MBA, Finance and Investments
George Washington University
MA, Education and Human Development (Tourism Administration)
Georgetown University
BS, Linguistics & Spanish
Clinton Giustra Enterprise Partnership September 2014 - December 2014
Cuso International July 2011 - July 2014
AARP 2006 - 2010
SCORE 2005 - 2006
The Phoenix Companies, Inc. 2002 - 2004
Morningstar 2000 - 2002
Harry & David 1998 - 2000
MasterCard 1991 - 1997
BMO Harris Bank 1990 - 1991
Citi 1984 - 1990
Skills
Strategy, Nonprofits, Strategic Planning, Business Planning, Business Development, Entrepreneurship, Program Management, Marketing Strategy, Capacity Building, Business Relationship..., Brand Development, Marketing Communications, Marketing Research, Training, Supplier Sourcing, Financial Management..., Communication Skills, Foreign Languages, Management, Organizational..., Project Planning, Leadership, Market Research, Business Strategy, Marketing, Strategic Partnerships, Proposal Writing, Analysis, Project Management, Executive Management, Product Management, International..., Management Consulting, Sales, Cross-functional Team...
Education
George Washington University
MBA, Finance and Investments
George Washington University
MA, Education and Human Development (Tourism Administration)
Georgetown University
BS, Linguistics & Spanish
Sophia W. Chesrow's Morningstar Experience June 2009 - August 2009
Job M.Arch Candidate at MIT
Industry Design
Experience
GroupVisual.io June 2014 - August 2014
Open Style Lab June 2014 - August 2014
KVA matx February 2013 - June 2014
Shanghai Urban Planning and Design Research Institute September 2011 - November 2011
SB Architects June 2011 - August 2011
Radcliffe Institute for Advanced Study at Harvard University September 2009 - May 2010
Morningstar June 2009 - August 2009
Skills
InDesign, Research, Photography, PowerPoint, Creative Writing, Social Media, Graphic Design, Editing, Microsoft Excel, Photoshop, Blogging, Spanish, Event Planning, Microsoft Office, Public Speaking
Education
Massachusetts Institute of Technology 2014 — 2018
Master's Degree, Architecture
Harvard University 2008 — 2012
Bachelor's Degree, Social Studies, Visual Environmental Studies
GroupVisual.io June 2014 - August 2014
Open Style Lab June 2014 - August 2014
KVA matx February 2013 - June 2014
Shanghai Urban Planning and Design Research Institute September 2011 - November 2011
SB Architects June 2011 - August 2011
Radcliffe Institute for Advanced Study at Harvard University September 2009 - May 2010
Morningstar June 2009 - August 2009
Skills
InDesign, Research, Photography, PowerPoint, Creative Writing, Social Media, Graphic Design, Editing, Microsoft Excel, Photoshop, Blogging, Spanish, Event Planning, Microsoft Office, Public Speaking
Education
Massachusetts Institute of Technology 2014 — 2018
Master's Degree, Architecture
Harvard University 2008 — 2012
Bachelor's Degree, Social Studies, Visual Environmental Studies
Abbi Crowe's Morningstar Experience January 2011 - Present
Job Product Manager, Client Data Import at Morningstar
Industry Financial Services
Experience
Morningstar January 2011 - Present
Morningstar November 2006 - December 2010
Morningstar November 2003 - November 2006
Morningstar May 2002 - November 2003
Skills
Financial Services, Data Analysis, Investments, Analysis, Asset Managment, Microsoft Excel, Access, Business Analysis, Account Management, Accounting, Project Management, Finance, Morningstar Direct, Management
Education
Middle Tennessee State University 1999 — 2002
Bachelor's of Science, Recording Industry: Music Business
Garrett College 1998 — 1999
Morningstar January 2011 - Present
Morningstar November 2006 - December 2010
Morningstar November 2003 - November 2006
Morningstar May 2002 - November 2003
Skills
Financial Services, Data Analysis, Investments, Analysis, Asset Managment, Microsoft Excel, Access, Business Analysis, Account Management, Accounting, Project Management, Finance, Morningstar Direct, Management
Education
Middle Tennessee State University 1999 — 2002
Bachelor's of Science, Recording Industry: Music Business
Garrett College 1998 — 1999
Diana Lande's Morningstar Experience May 2015 - Present
Job Asset Backed and Structured Credit
Industry Financial Services
Experience
Morningstar May 2015 - Present
Moody's Investors Service November 2013 - May 2015
Chapman and Cutler LLP September 2011 - November 2013
Chapman and Cutler LLP May 2010 - July 2010
Skills
Structured Finance, Corporate Law, Securitization
Education
University of Michigan Law School 2008 — 2011
J.D.
Emory University 2005 — 2008
Bachelor of Arts (B.A.), Economics
North Central High School
Morningstar May 2015 - Present
Moody's Investors Service November 2013 - May 2015
Chapman and Cutler LLP September 2011 - November 2013
Chapman and Cutler LLP May 2010 - July 2010
Skills
Structured Finance, Corporate Law, Securitization
Education
University of Michigan Law School 2008 — 2011
J.D.
Emory University 2005 — 2008
Bachelor of Arts (B.A.), Economics
North Central High School
David Schivell's Morningstar Experience 2012 - 2014
Job Credit Analyst Energy
Industry Investment Management
Experience
WestSpring Advisors 2010 - Present
Morningstar 2012 - 2014
K Squared Capital Advisors 2004 - 2008
Exis Capital 2002 - 2004
Exis Capital Management 2002 - 2004
Skills
Options, Equities, Trading, Portfolio Management, Bonds, High Yield, Bloomberg
Education
Harvard University 1991 — 1995
AB, Engineering Sciences Mechanical & Material
WestSpring Advisors 2010 - Present
Morningstar 2012 - 2014
K Squared Capital Advisors 2004 - 2008
Exis Capital 2002 - 2004
Exis Capital Management 2002 - 2004
Skills
Options, Equities, Trading, Portfolio Management, Bonds, High Yield, Bloomberg
Education
Harvard University 1991 — 1995
AB, Engineering Sciences Mechanical & Material
Charlie Miner's Morningstar Experience August 2012 - Present
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar August 2012 - Present
Education
Georgetown University 2001 — 2004
Bachelor of Science in Foreign Service, International Political Economy
Georgetown University
Bachelor of Science (BS), International Political Economy
Morningstar August 2012 - Present
Education
Georgetown University 2001 — 2004
Bachelor of Science in Foreign Service, International Political Economy
Georgetown University
Bachelor of Science (BS), International Political Economy
Jiby Vettickal's Morningstar Experience April 2011 - Present
Job Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar April 2011 - Present
Morningstar January 2008 - September 2011
Morningstar March 2002 - January 2008
Skills
Mutual Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Equities, Investment Strategies, Morningstar Direct, Institutional Sales, Investment Management, Investment Advisory, Hedge Funds, Wealth Management, Fixed Income, Relationship Management, Business Development
Education
George Mason University 2012 — 2013
Master of Business Administration (MBA), Global Business Management
George Mason University - School of Business 1994 — 1998
BS, Finance
Morningstar April 2011 - Present
Morningstar January 2008 - September 2011
Morningstar March 2002 - January 2008
Skills
Mutual Funds, Asset Allocation, Investments, Asset Management, Portfolio Management, Equities, Investment Strategies, Morningstar Direct, Institutional Sales, Investment Management, Investment Advisory, Hedge Funds, Wealth Management, Fixed Income, Relationship Management, Business Development
Education
George Mason University 2012 — 2013
Master of Business Administration (MBA), Global Business Management
George Mason University - School of Business 1994 — 1998
BS, Finance
Jeremiah Jordan's Morningstar Experience June 2010 - November 2012
Job Lead Software Engineer DSE at DataStax
Industry Computer Software
Experience
DataStax November 2012 - Present
Morningstar June 2010 - November 2012
Lockheed Martin Aeronautics June 2004 - June 2010
Northrop Grumman Corporation August 2002 - July 2004
Mythic Entertainment May 1999 - May 2001
Naval Research Laboratory May 1997 - January 1999
Skills
Cassandra, Python, C++, Linux, Jenkins, Distributed Systems, Vertica, Java, Scrum, Agile Methodologies, Software Development
Education
Georgia Institute of Technology 2001 — 2002
MS, Computer Engineering
University of Virginia 1997 — 2001
BS, Computer Engineering
DataStax November 2012 - Present
Morningstar June 2010 - November 2012
Lockheed Martin Aeronautics June 2004 - June 2010
Northrop Grumman Corporation August 2002 - July 2004
Mythic Entertainment May 1999 - May 2001
Naval Research Laboratory May 1997 - January 1999
Skills
Cassandra, Python, C++, Linux, Jenkins, Distributed Systems, Vertica, Java, Scrum, Agile Methodologies, Software Development
Education
Georgia Institute of Technology 2001 — 2002
MS, Computer Engineering
University of Virginia 1997 — 2001
BS, Computer Engineering
Heidi Blastick, CPA's Morningstar Experience July 2008 - August 2009
Job Independent Sales Representative at Avon
Industry Financial Services
Experience
Avon October 2010 - Present
Morningstar July 2008 - August 2009
Morningstar July 2006 - July 2008
Morningstar May 2004 - July 2006
Education
Elmhurst College 1998 — 2001
Bachelor's Degree, Finance
Hononegah High School 1994 — 1998
Avon October 2010 - Present
Morningstar July 2008 - August 2009
Morningstar July 2006 - July 2008
Morningstar May 2004 - July 2006
Education
Elmhurst College 1998 — 2001
Bachelor's Degree, Finance
Hononegah High School 1994 — 1998
yuhua shen's Morningstar Experience May 2005 - November 2010
Job IT Project Manager
Industry Facilities Services
Experience
SMS Assist, L.L.C. March 2015 - Present
Loyola University Chicago, Human Resource Department August 2013 - July 2014
Management Consulting November 2010 - March 2013
Morningstar May 2005 - November 2010
Skills
Asset Allocation, Project Management, Data Analysis, Risk Management, Mutual Funds, Analysis, Product Management, Management, Competitive Analysis, Databases, Leadership, SQL, PMO, Software Project..., Business Analysis, PMP, Change Management, Agile Methodologies, Consulting, Agile Project Management, Financial Services
Education
Loyola University of Chicago 2013 — 2015
Master's degree, Human Resources Management and Services, GPA 3.9/4.0
Durham University 2003 — 2005
Master, Finance
Shanghai Tongji University 1998 — 2002
Bachelor's degree, Accounting, GPA 3.1/4.0
SMS Assist, L.L.C. March 2015 - Present
Loyola University Chicago, Human Resource Department August 2013 - July 2014
Management Consulting November 2010 - March 2013
Morningstar May 2005 - November 2010
Skills
Asset Allocation, Project Management, Data Analysis, Risk Management, Mutual Funds, Analysis, Product Management, Management, Competitive Analysis, Databases, Leadership, SQL, PMO, Software Project..., Business Analysis, PMP, Change Management, Agile Methodologies, Consulting, Agile Project Management, Financial Services
Education
Loyola University of Chicago 2013 — 2015
Master's degree, Human Resources Management and Services, GPA 3.9/4.0
Durham University 2003 — 2005
Master, Finance
Shanghai Tongji University 1998 — 2002
Bachelor's degree, Accounting, GPA 3.1/4.0
Cole Lundquist's Morningstar Experience June 2009 - August 2009
Job University of Chicago Booth School of Business MBA
Industry Investment Management
Experience
Healthcare Startup January 2014 - June 2015
L/S Hedge Fund March 2014 - June 2014
University of Chicago Booth School of Business September 2012 - June 2014
Jaguar Growth Partners February 2013 - December 2013
Tech Startup October 2011 - September 2012
Equity International 2010 - 2011
Morningstar June 2009 - August 2009
Equity International June 2008 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investments, Bloomberg, Equity Research, Emerging Markets, LBO, Mergers & Acquisitions, Corporate Development, Finance, Analytics, Economics
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance and Accounting
Northwestern University 2010 — 2011
Post-baccalaureate, Finance
Emory University 2005 — 2009
BA, International Economics, Film Studies
CFA Institute
Healthcare Startup January 2014 - June 2015
L/S Hedge Fund March 2014 - June 2014
University of Chicago Booth School of Business September 2012 - June 2014
Jaguar Growth Partners February 2013 - December 2013
Tech Startup October 2011 - September 2012
Equity International 2010 - 2011
Morningstar June 2009 - August 2009
Equity International June 2008 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investments, Bloomberg, Equity Research, Emerging Markets, LBO, Mergers & Acquisitions, Corporate Development, Finance, Analytics, Economics
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance and Accounting
Northwestern University 2010 — 2011
Post-baccalaureate, Finance
Emory University 2005 — 2009
BA, International Economics, Film Studies
CFA Institute
Brian Laegeler's Morningstar Experience 2005 - 2009
Job Managing Partner at Shimpaku Capital, L.P.
Industry Financial Services
Experience
Laegeler Asset Management, LLC 2008 - Present
Shimpaku Capital, L.P. 2003 - 2011
Morningstar 2005 - 2009
RoundTable Healthcare Partners 2001 - 2003
Bear Stearns 1998 - 2001
Skills
Private Equity, Due Diligence, Valuation, Equities, Leveraged Finance, Buy-side, Financial Modeling, Mergers, Value Investing, Equity Research, Hedge Funds, Equity Valuation, Investments, Alternative Investments, DCF
Education
Harvard Business School 2003 — 2005
MBA
Indiana University Bloomington 1995 — 1998
BS, Acctg, Finance, Oper Mgmt, Math, Econ
HPHS
Laegeler Asset Management, LLC 2008 - Present
Shimpaku Capital, L.P. 2003 - 2011
Morningstar 2005 - 2009
RoundTable Healthcare Partners 2001 - 2003
Bear Stearns 1998 - 2001
Skills
Private Equity, Due Diligence, Valuation, Equities, Leveraged Finance, Buy-side, Financial Modeling, Mergers, Value Investing, Equity Research, Hedge Funds, Equity Valuation, Investments, Alternative Investments, DCF
Education
Harvard Business School 2003 — 2005
MBA
Indiana University Bloomington 1995 — 1998
BS, Acctg, Finance, Oper Mgmt, Math, Econ
HPHS
Michael Sawula's Morningstar Experience September 2014 - Present
Job Retirement Solutions at Morningstar | MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar January 2013 - September 2014
Morningstar July 2012 - January 2013
Skills
Research, Economics, Data Analysis, Morningstar Direct, Microsoft Excel, Morningstar, Microsoft Office, Public Speaking
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Grinnell College 2008 — 2012
Bachelor of Arts
International Education of Students(IES): Granada, Spain 2011 — 2011
Semester Abroad Program
Morningstar September 2014 - Present
Morningstar January 2013 - September 2014
Morningstar July 2012 - January 2013
Skills
Research, Economics, Data Analysis, Morningstar Direct, Microsoft Excel, Morningstar, Microsoft Office, Public Speaking
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Grinnell College 2008 — 2012
Bachelor of Arts
International Education of Students(IES): Granada, Spain 2011 — 2011
Semester Abroad Program
Matt Scholz's Morningstar Experience 2002 - 2004
Job Portfolio Manager at Harris Private Bank
Industry Banking
Experience
Northern Trust Corporation March 2015 - Present
BMO Harris Private Banking July 2007 - March 2015
Maple Hill Capital Management 2004 - 2007
Morningstar 2002 - 2004
Skills
Portfolio Management, Asset Allocation, Investments, Equities, Wealth Management, Investment Strategies, Investment Management, Equity Research, Asset Managment, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
Haverford College 1990 — 1994
BA, English
Northern Trust Corporation March 2015 - Present
BMO Harris Private Banking July 2007 - March 2015
Maple Hill Capital Management 2004 - 2007
Morningstar 2002 - 2004
Skills
Portfolio Management, Asset Allocation, Investments, Equities, Wealth Management, Investment Strategies, Investment Management, Equity Research, Asset Managment, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
Haverford College 1990 — 1994
BA, English
Scott Cullen's Morningstar Experience July 2013 - Present
Job Software Engineer
Industry Computer Software
Experience
Morningstar July 2013 - Present
Tribune Media 2012 - 2013
Analysts International Corporation (AIC) 2003 - 2012
Information Resources, Inc. (IRI) 2001 - 2003
Dantis, Inc. 2000 - 2001
Probusiness, Inc. (acquired by ADP) 1998 - 2000
Southwire Company 1998 - 1999
Eason Publications / Creative Loafing 1996 - 1998
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, JavaScript, Web Applications, SQL, AJAX, Web Services, T-SQL, jQuery, Java, Database Design, JSON, HTML 5, WCF, Visual C++, ASP.NET MVC, Git
Education
Georgia Southern University
Bachelor of Science, Journalism
Morningstar July 2013 - Present
Tribune Media 2012 - 2013
Analysts International Corporation (AIC) 2003 - 2012
Information Resources, Inc. (IRI) 2001 - 2003
Dantis, Inc. 2000 - 2001
Probusiness, Inc. (acquired by ADP) 1998 - 2000
Southwire Company 1998 - 1999
Eason Publications / Creative Loafing 1996 - 1998
Skills
.NET, C#, Microsoft SQL Server, ASP.NET, JavaScript, Web Applications, SQL, AJAX, Web Services, T-SQL, jQuery, Java, Database Design, JSON, HTML 5, WCF, Visual C++, ASP.NET MVC, Git
Education
Georgia Southern University
Bachelor of Science, Journalism
Amy Fike's Morningstar Experience November 2009 - June 2011
Job Data Specialist at AssetBook, Inc.
Industry Computer Software
Experience
AssetBook, Inc. June 2011 - Present
Morningstar November 2009 - June 2011
My Bank! First United Bank & Trust January 2006 - November 2009
Skills
Databases, Customer Service, Data Analysis, Access, Analysis, Business Analysis, Software Documentation, Process Improvement, SQL, System Administration, Vendor Management, Project Management, Troubleshooting, Team Leadership, Management, Microsoft Excel, CRM, Training, Technical Support, Windows, Microsoft Office, HTML, Security
Education
University of Maryland University College 2013 — 2015
Business Administration and Management, General
Frostburg State University 2012 — 2012
Business Administration and Management, General
Garrett College 2003 — 2005
AssetBook, Inc. June 2011 - Present
Morningstar November 2009 - June 2011
My Bank! First United Bank & Trust January 2006 - November 2009
Skills
Databases, Customer Service, Data Analysis, Access, Analysis, Business Analysis, Software Documentation, Process Improvement, SQL, System Administration, Vendor Management, Project Management, Troubleshooting, Team Leadership, Management, Microsoft Excel, CRM, Training, Technical Support, Windows, Microsoft Office, HTML, Security
Education
University of Maryland University College 2013 — 2015
Business Administration and Management, General
Frostburg State University 2012 — 2012
Business Administration and Management, General
Garrett College 2003 — 2005
Yi Guan's Morningstar Experience October 2013 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morningstar August 2010 - October 2013
Morningstar June 2009 - August 2010
Morningstar November 2007 - June 2009
Skills
Product Management, Portfolio Management, Business Analysis, Product Design, Asset Allocation, Portfolio Optimization, Morningstar Direct, Software Project..., Customer Focused Design, Fixed Income, Financial Services, Quality Assurance, Asset Management, Financial Markets, Trading Systems, Equities, Financial Analysis, Financial Modeling, Investments, Mutual Funds
Education
The Hong Kong Polytechnic University 2005 — 2007
Master, Actuarial and Investment Science
Harbin Engineering University 2001 — 2005
Bachelor, Mathematics
Morningstar October 2013 - Present
Morningstar August 2010 - October 2013
Morningstar June 2009 - August 2010
Morningstar November 2007 - June 2009
Skills
Product Management, Portfolio Management, Business Analysis, Product Design, Asset Allocation, Portfolio Optimization, Morningstar Direct, Software Project..., Customer Focused Design, Fixed Income, Financial Services, Quality Assurance, Asset Management, Financial Markets, Trading Systems, Equities, Financial Analysis, Financial Modeling, Investments, Mutual Funds
Education
The Hong Kong Polytechnic University 2005 — 2007
Master, Actuarial and Investment Science
Harbin Engineering University 2001 — 2005
Bachelor, Mathematics
Samuel Asefa's Morningstar Experience March 2015 - Present
Job Lead Software Engineer
Industry Computer Software
Experience
Morningstar March 2015 - Present
Morningstar September 2012 - March 2015
Infor July 2010 - August 2012
Radio Free Europe/Radio Liberty 2008 - 2009
Infor 2004 - 2008
Infor (formerly Comshare) 1999 - 2003
Pfizer (formerly Parke-Davis) 1997 - 1999
Skills
C#, ASP.NET MVC, .NET, WCF, Java, LINQ, XML, C++, jQuery, Design Patterns, Software Development, Web Services, SQL, ASP.NET, Machine Learning, Visual Studio, Microsoft SQL Server, Jenkins, Git, Software Design Patterns, RESTful WebServices, Agile Methodologies
Education
University of Michigan
B.S.E, Computer Engineering
Eastern Michigan University
M.A., Applied Economics
Morningstar March 2015 - Present
Morningstar September 2012 - March 2015
Infor July 2010 - August 2012
Radio Free Europe/Radio Liberty 2008 - 2009
Infor 2004 - 2008
Infor (formerly Comshare) 1999 - 2003
Pfizer (formerly Parke-Davis) 1997 - 1999
Skills
C#, ASP.NET MVC, .NET, WCF, Java, LINQ, XML, C++, jQuery, Design Patterns, Software Development, Web Services, SQL, ASP.NET, Machine Learning, Visual Studio, Microsoft SQL Server, Jenkins, Git, Software Design Patterns, RESTful WebServices, Agile Methodologies
Education
University of Michigan
B.S.E, Computer Engineering
Eastern Michigan University
M.A., Applied Economics
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments