Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Rudra Puri Rudra Puri's Morningstar Experience July 2011 - August 2011
Job Private Equity Summer Analyst at Arcadia Investment Partners
Industry Financial Services
Experience
The Wharton School March 2014 - Present
Arcadia Investment Partners June 2015 - August 2015
The Julian Krinsky Group July 2014 - August 2014
Seedcamp May 2014 - July 2014
The Wharton School August 2013 - May 2014
Schlumberger August 2012 - August 2012
Morningstar July 2011 - August 2011
Morningstar July 2010 - August 2010
Skills
Stata, Microsoft Excel, Qualitative Research, Quantitative Research, Bloomberg Terminal, Economic Research, Factiva, Economics, Data Analysis, Market Research, Analysis, Quantitative Analytics, Start-ups, Entrepreneurship, Valuation, Mergers & Acquisitions, Investments, Social Media, Strategy, Public Speaking, Leadership, Management, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics, Finance, Entrepreneurship & Innovation
University of Pennsylvania 2013 — 2017
Bachelor of Science in Engineering (B.S.E.), Material Science Engineering
Southbank International School 2010 — 2013
International Baccalaureate Diploma, High-School
University of Pennsylvania 2012 — 2012
Management & Technology Summer Institute, EAS028
Imperial College London 2011 — 2011
STEM World Summer School, Advanced Chemistry, Mathematics & Financial Modelling, Engineering
The Wharton School March 2014 - Present
Arcadia Investment Partners June 2015 - August 2015
The Julian Krinsky Group July 2014 - August 2014
Seedcamp May 2014 - July 2014
The Wharton School August 2013 - May 2014
Schlumberger August 2012 - August 2012
Morningstar July 2011 - August 2011
Morningstar July 2010 - August 2010
Skills
Stata, Microsoft Excel, Qualitative Research, Quantitative Research, Bloomberg Terminal, Economic Research, Factiva, Economics, Data Analysis, Market Research, Analysis, Quantitative Analytics, Start-ups, Entrepreneurship, Valuation, Mergers & Acquisitions, Investments, Social Media, Strategy, Public Speaking, Leadership, Management, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science in Economics, Finance, Entrepreneurship & Innovation
University of Pennsylvania 2013 — 2017
Bachelor of Science in Engineering (B.S.E.), Material Science Engineering
Southbank International School 2010 — 2013
International Baccalaureate Diploma, High-School
University of Pennsylvania 2012 — 2012
Management & Technology Summer Institute, EAS028
Imperial College London 2011 — 2011
STEM World Summer School, Advanced Chemistry, Mathematics & Financial Modelling, Engineering
Kane Burns Kane Burns's Morningstar Experience March 2004 - June 2006
Job Global Online Analytics & Testing Manager
Industry Computer Hardware
Experience
Dell October 2009 - Present
Dell July 2008 - October 2009
Dell June 2006 - July 2008
Morningstar March 2004 - June 2006
Ford Motor Company July 2002 - March 2004
U.S. Senator Carl Levin June 1994 - July 2000
Skills
Web Analytics, E-commerce, Segmentation, Digital Marketing, Omniture, CRM, Forecasting, Analytics, Customer Experience, Project Management, Competitive Analysis, Business Analysis, Direct Marketing, Online Marketing, SEO, Business Development, Salesforce.com, Strategy, Product Marketing, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
The George Washington University 1998 — 2000
M.A., International Trade & Investment Policy
James Madison University 1989 — 1993
1993, International Relations
Dell October 2009 - Present
Dell July 2008 - October 2009
Dell June 2006 - July 2008
Morningstar March 2004 - June 2006
Ford Motor Company July 2002 - March 2004
U.S. Senator Carl Levin June 1994 - July 2000
Skills
Web Analytics, E-commerce, Segmentation, Digital Marketing, Omniture, CRM, Forecasting, Analytics, Customer Experience, Project Management, Competitive Analysis, Business Analysis, Direct Marketing, Online Marketing, SEO, Business Development, Salesforce.com, Strategy, Product Marketing, Product Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
The George Washington University 1998 — 2000
M.A., International Trade & Investment Policy
James Madison University 1989 — 1993
1993, International Relations
Stephen Rylander Stephen Rylander's Morningstar Experience April 2014 - September 2015
Job Technical Leader, Manager, Architect & Strategist
Industry Computer Software
Experience
kCura September 2015 - Present
Morningstar April 2014 - September 2015
Morningstar May 2011 - April 2014
Fanatics Inc. March 2010 - May 2011
CDW September 2005 - March 2010
Wirestone February 2002 - September 2005
RollingStone.com May 2000 - January 2002
Skills
.NET, Scrum, TDD, Architecture, Web Services, Agile Methodologies, C#, WCF
Education
Portland State University 2009 — 2010
Software Engineering
Loyola University Chicago 2007 — 2008
Computer Science, Software Engineering
Illinois State University 1996 — 2000
BS, Public Relations, Computer Science
kCura September 2015 - Present
Morningstar April 2014 - September 2015
Morningstar May 2011 - April 2014
Fanatics Inc. March 2010 - May 2011
CDW September 2005 - March 2010
Wirestone February 2002 - September 2005
RollingStone.com May 2000 - January 2002
Skills
.NET, Scrum, TDD, Architecture, Web Services, Agile Methodologies, C#, WCF
Education
Portland State University 2009 — 2010
Software Engineering
Loyola University Chicago 2007 — 2008
Computer Science, Software Engineering
Illinois State University 1996 — 2000
BS, Public Relations, Computer Science
Ryan Hylas Ryan Hylas's Morningstar Experience July 2015 - Present
Job Business Analyst at Morningstar
Industry Health, Wellness and Fitness
Experience
Morningstar July 2015 - Present
Catamaran April 2015 - July 2015
Catamaran (Formerly SXC Health Solutions) March 2014 - April 2015
Catamaran (Formerly SXC Health Solutions) December 2010 - March 2014
SXC Health Solutions May 2010 - December 2010
Charter One Bank October 2009 - April 2010
Interactive Financial Advisors December 2008 - January 2009
OrganizAmerica August 2003 - August 2005
Skills
Finance, Siebel, Information Technology, Software Documentation, Financial Statement..., Requirements Gathering, Options, Derivatives, Securities, .NET, Websphere, Fixed Income Analysis, Portfolio Management, PeopleSoft, Financial Analysis, Access, Analysis, Integration, Quality Assurance, Training
Education
Direct Admit to Kelley School of Business 2005 — 2009
BS, Finance, General
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Finance
Indiana University Bloomington 2005 — 2009
B.S., Major in Finance, Minor in Economics
Morningstar July 2015 - Present
Catamaran April 2015 - July 2015
Catamaran (Formerly SXC Health Solutions) March 2014 - April 2015
Catamaran (Formerly SXC Health Solutions) December 2010 - March 2014
SXC Health Solutions May 2010 - December 2010
Charter One Bank October 2009 - April 2010
Interactive Financial Advisors December 2008 - January 2009
OrganizAmerica August 2003 - August 2005
Skills
Finance, Siebel, Information Technology, Software Documentation, Financial Statement..., Requirements Gathering, Options, Derivatives, Securities, .NET, Websphere, Fixed Income Analysis, Portfolio Management, PeopleSoft, Financial Analysis, Access, Analysis, Integration, Quality Assurance, Training
Education
Direct Admit to Kelley School of Business 2005 — 2009
BS, Finance, General
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Finance
Indiana University Bloomington 2005 — 2009
B.S., Major in Finance, Minor in Economics
Amartya Saha Amartya Saha's Morningstar Experience September 1997 - May 2003
Job Ecohydrologist
Industry Environmental Services
Experience
Global Water for Sustainability Program, Florida International University June 2012 - Present
FIU, Touro College, University of Miami, Indiana University, Universidade do Brasilia, lake Forest C January 1997 - May 2013
Department of Earth and Environment, Florida International University October 2011 - February 2013
Southeastern Environmental Research Center, Florida International University March 2009 - December 2012
University of Miami August 2004 - February 2009
Harvard University September 2003 - June 2004
Morningstar September 1997 - May 2003
Indiana University January 1997 - May 1997
Academy of Development Science October 1993 - August 1995
Skills
Bassist, stable isotope ecology, ecohydrology, ecological modeling, Database Design, Scientific Writing, Scientific Illustration, Ecology, Ecological Modeling, Ecohydrology, Technical Illustration, Statistics, Biology, Data Analysis, Research, Environmental Science, Environmental Impact..., GIS, Remote Sensing, Water Resources, Aquatic Ecology, Water, Water Quality, Biodiversity, Surveying, Sustainable Development, Hydrology, Climate Change, Watershed Management, Wetlands, Water Management, Soil
Education
University of Miami 2004 — 2009
PhD, Ecohydrology
Indiana University Bloomington 1995 — 1997
MS, Environmental Science
Indian Institute of Technology, Bombay 1987 — 1992
B.Tech, Metallurgical Engineering
st theresa bandra 1973 — 1983
Secondary School Certificate
st theresa bandra
Global Water for Sustainability Program, Florida International University June 2012 - Present
FIU, Touro College, University of Miami, Indiana University, Universidade do Brasilia, lake Forest C January 1997 - May 2013
Department of Earth and Environment, Florida International University October 2011 - February 2013
Southeastern Environmental Research Center, Florida International University March 2009 - December 2012
University of Miami August 2004 - February 2009
Harvard University September 2003 - June 2004
Morningstar September 1997 - May 2003
Indiana University January 1997 - May 1997
Academy of Development Science October 1993 - August 1995
Skills
Bassist, stable isotope ecology, ecohydrology, ecological modeling, Database Design, Scientific Writing, Scientific Illustration, Ecology, Ecological Modeling, Ecohydrology, Technical Illustration, Statistics, Biology, Data Analysis, Research, Environmental Science, Environmental Impact..., GIS, Remote Sensing, Water Resources, Aquatic Ecology, Water, Water Quality, Biodiversity, Surveying, Sustainable Development, Hydrology, Climate Change, Watershed Management, Wetlands, Water Management, Soil
Education
University of Miami 2004 — 2009
PhD, Ecohydrology
Indiana University Bloomington 1995 — 1997
MS, Environmental Science
Indian Institute of Technology, Bombay 1987 — 1992
B.Tech, Metallurgical Engineering
st theresa bandra 1973 — 1983
Secondary School Certificate
st theresa bandra
Jean Gibson's Morningstar Experience 1998 - 2000
Job Marketing Account Representative at Nexant
Industry Marketing and Advertising
Experience
Nexant March 2014 - Present
Nexant March 2013 - March 2014
Morningstar 1998 - 2000
Harte-Hanks, Inc. 1996 - 1998
Schwarz Supply Source 1994 - 1996
Skills
Key Client Relationships, Project Management, Direct Mail Programs, Integrated Marketing, Strategic Planning, Program Implementation, Strategic Brand..., Marketing Event Planning, New Business Development, Energy Efficiency, Marketing Strategy, Marketing Communications, Marketing, Cross-functional Team..., Direct Marketing, Advertising, Strategy, Management, Sales, Account Management, Multi-channel Marketing
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Business
York High School
Nexant March 2014 - Present
Nexant March 2013 - March 2014
Morningstar 1998 - 2000
Harte-Hanks, Inc. 1996 - 1998
Schwarz Supply Source 1994 - 1996
Skills
Key Client Relationships, Project Management, Direct Mail Programs, Integrated Marketing, Strategic Planning, Program Implementation, Strategic Brand..., Marketing Event Planning, New Business Development, Energy Efficiency, Marketing Strategy, Marketing Communications, Marketing, Cross-functional Team..., Direct Marketing, Advertising, Strategy, Management, Sales, Account Management, Multi-channel Marketing
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Business
York High School
Brooke Koeninger Brooke Koeninger's Morningstar Experience 2006 - 2012
Job Manager PwC Advisory
Industry Management Consulting
Experience
PwC January 2013 - Present
Morningstar 2006 - 2012
Protiviti 2005 - 2006
Ingersoll Rand 2002 - 2005
Skills
Financial Analysis, P&L Management, Strategic Planning, Forecasting, Strategy, Business Planning, Six Sigma, Management, Cross-functional Team..., Analysis, Budgets, Finance, Internal Controls, Hyperion Enterprise, Financial Modeling, Business Process..., Process Improvement, Consulting
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Strategy
Indiana University Bloomington 1998 — 2002
B.S., Finance, Accounting and Intl Business
PwC January 2013 - Present
Morningstar 2006 - 2012
Protiviti 2005 - 2006
Ingersoll Rand 2002 - 2005
Skills
Financial Analysis, P&L Management, Strategic Planning, Forecasting, Strategy, Business Planning, Six Sigma, Management, Cross-functional Team..., Analysis, Budgets, Finance, Internal Controls, Hyperion Enterprise, Financial Modeling, Business Process..., Process Improvement, Consulting
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance and Strategy
Indiana University Bloomington 1998 — 2002
B.S., Finance, Accounting and Intl Business
Regina Comito Regina Comito's Morningstar Experience 2000 - Present
Job Senior Graphic Designer at Morningstar
Industry Financial Services
Experience
Morningstar 2000 - Present
Crosby Associates Inc. 2000 - 2000
Skills
Adobe Creative Suite, Typography, Graphic Design, InDesign, Logo Design, Information Design, Art Direction, Creative Direction
Education
Iowa State University
Bachelor's degree, Speech Communication
University of Illinois at Chicago
Bachelor of Arts (BA), Graphic Design
Morningstar 2000 - Present
Crosby Associates Inc. 2000 - 2000
Skills
Adobe Creative Suite, Typography, Graphic Design, InDesign, Logo Design, Information Design, Art Direction, Creative Direction
Education
Iowa State University
Bachelor's degree, Speech Communication
University of Illinois at Chicago
Bachelor of Arts (BA), Graphic Design
Linyi (Linn) Zhang Linyi (Linn) Zhang's Morningstar Experience August 2015 - Present
Job Product Marketing Intern at Morningstar
Industry Online Media
Experience
Morningstar August 2015 - Present
CareContent, Inc. June 2015 - August 2015
PRE Brands January 2014 - April 2014
Circle of Blue July 2013 - September 2013
Medill News Service Washington Bureau September 2012 - December 2012
Medill News Service Chicago Bureau March 2012 - June 2012
Skills
Marketing Research, SAS, Marketing Strategy, Social Media, Journalism, Editing, Research, Copy Editing, Microsoft Office, Premiere, Photojournalism, AP Style, Storytelling, writing and reporting, Final Cut Pro, New Media
Education
IIT Stuart School of Business 2014 — 2016
Master's Degree, Marketing
Northwestern University 2011 — 2012
Master of Science (M.S.), Journalism
Morningstar August 2015 - Present
CareContent, Inc. June 2015 - August 2015
PRE Brands January 2014 - April 2014
Circle of Blue July 2013 - September 2013
Medill News Service Washington Bureau September 2012 - December 2012
Medill News Service Chicago Bureau March 2012 - June 2012
Skills
Marketing Research, SAS, Marketing Strategy, Social Media, Journalism, Editing, Research, Copy Editing, Microsoft Office, Premiere, Photojournalism, AP Style, Storytelling, writing and reporting, Final Cut Pro, New Media
Education
IIT Stuart School of Business 2014 — 2016
Master's Degree, Marketing
Northwestern University 2011 — 2012
Master of Science (M.S.), Journalism
Angela Lay's Morningstar Experience November 2013 - Present
Job Regional Sales Associate, Morningstar Inc.
Industry Financial Services
Experience
Morningstar November 2013 - Present
Nordstrom September 2010 - October 2013
Skills
Fashion, Styling, Personal Shopping, Trend Analysis, Trend Forecasting, Sales, Apparel, Fashion Shows, Morningstar, Morningstar Direct, Trend, Visual Merchandising, Window Displays, Merchandising
Education
Illinois State University 2005 — 2009
Bachelor of Science (BS), Marketing
Morningstar November 2013 - Present
Nordstrom September 2010 - October 2013
Skills
Fashion, Styling, Personal Shopping, Trend Analysis, Trend Forecasting, Sales, Apparel, Fashion Shows, Morningstar, Morningstar Direct, Trend, Visual Merchandising, Window Displays, Merchandising
Education
Illinois State University 2005 — 2009
Bachelor of Science (BS), Marketing
David Dwight Gow's Morningstar Experience September 2006 - May 2009
Job Field Energy Consultant at SolarCity
Industry Oil & Energy
Experience
SolarCity January 2015 - Present
Bellevue Pharmacy June 2013 - June 2014
NeuroTherm, Inc. April 2009 - May 2013
Morningstar September 2006 - May 2009
Skills
Medical Devices, Sales, Sales Operations, Business Development, Management, Capital Equipment, Customer Service, Operating Room, Orthopedic, Spine, Surgery, Commercialization, Product Launch, Hospitals, Selling, Market Development, Healthcare, Sales Effectiveness, Urology, Cardiology, Surgical Instruments, Neurology, Surgeons, Cold Calling
Education
Integrative Nutrition 2013 — 2015
ACE Personal Training Certificate 2014 — 2014
Kinesiology and Exercise Science
Core Power Yoga Teaching Certificate 2014 — 2014
Yoga Teacher Training/Yoga Therapy
Illinois State University 2000 — 2004
BA, Political Science
SolarCity January 2015 - Present
Bellevue Pharmacy June 2013 - June 2014
NeuroTherm, Inc. April 2009 - May 2013
Morningstar September 2006 - May 2009
Skills
Medical Devices, Sales, Sales Operations, Business Development, Management, Capital Equipment, Customer Service, Operating Room, Orthopedic, Spine, Surgery, Commercialization, Product Launch, Hospitals, Selling, Market Development, Healthcare, Sales Effectiveness, Urology, Cardiology, Surgical Instruments, Neurology, Surgeons, Cold Calling
Education
Integrative Nutrition 2013 — 2015
ACE Personal Training Certificate 2014 — 2014
Kinesiology and Exercise Science
Core Power Yoga Teaching Certificate 2014 — 2014
Yoga Teacher Training/Yoga Therapy
Illinois State University 2000 — 2004
BA, Political Science
Randy Fisher's Morningstar Experience March 2001 - May 2007
Job Partner & Creative Director at DeveloperTown
Industry Information Technology and Services
Experience
DeveloperTown June 2012 - Present
ChaCha October 2010 - June 2012
Conseco June 2007 - October 2010
Morningstar March 2001 - May 2007
Self-Employed September 1999 - December 2000
Bloomington Hospital Foundation May 1997 - August 1999
Skills
User Experience, User Experience Design, User Interface Design, Usability Testing, Agile Methodologies, Web Design, Leadership, Software Project..., Analytics, SEO, Web Applications, Marketing Strategy, Web Analytics, Data Analysis, Business Analysis, Management, Graphic Design, Logo Design, E-commerce, Software Development, Product Management, Brand Developement, Brand Development
Education
Indiana University Bloomington
M.S., Information Science
Indiana University Bloomington
Bachelor of Science (B.S.), Public Health
DeveloperTown June 2012 - Present
ChaCha October 2010 - June 2012
Conseco June 2007 - October 2010
Morningstar March 2001 - May 2007
Self-Employed September 1999 - December 2000
Bloomington Hospital Foundation May 1997 - August 1999
Skills
User Experience, User Experience Design, User Interface Design, Usability Testing, Agile Methodologies, Web Design, Leadership, Software Project..., Analytics, SEO, Web Applications, Marketing Strategy, Web Analytics, Data Analysis, Business Analysis, Management, Graphic Design, Logo Design, E-commerce, Software Development, Product Management, Brand Developement, Brand Development
Education
Indiana University Bloomington
M.S., Information Science
Indiana University Bloomington
Bachelor of Science (B.S.), Public Health
Helen Bogen Helen Bogen's Morningstar Experience August 2013 - June 2014
Job Business Analyst at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Marketing and Advertising
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
Morningstar August 2013 - June 2014
Morningstar July 2012 - August 2013
The Rockport Company June 2011 - August 2011
PicScout February 2011 - May 2011
Pi Beta Phi Fraternity November 2009 - December 2010
EMILY's List June 2010 - August 2010
Olin Business School January 2010 - May 2010
Skills
Microsoft Office, Google Analytics, Microsoft Excel, Marketing Strategy, Study abroad experience, International Business, Hebrew, International Sales &..., Financial Services, Analytics, HTML, Experimentation, Direct Marketing, Web Analytics, Direct Mail, Email Marketing
Education
Washington University in St. Louis 2008 — 2012
BA, Women and Gender Studies, Marketing
IDC Herzliya 2011 — 2011
Spring Semester 2011, International Business, Marketing
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2014 - Present
Morningstar August 2013 - June 2014
Morningstar July 2012 - August 2013
The Rockport Company June 2011 - August 2011
PicScout February 2011 - May 2011
Pi Beta Phi Fraternity November 2009 - December 2010
EMILY's List June 2010 - August 2010
Olin Business School January 2010 - May 2010
Skills
Microsoft Office, Google Analytics, Microsoft Excel, Marketing Strategy, Study abroad experience, International Business, Hebrew, International Sales &..., Financial Services, Analytics, HTML, Experimentation, Direct Marketing, Web Analytics, Direct Mail, Email Marketing
Education
Washington University in St. Louis 2008 — 2012
BA, Women and Gender Studies, Marketing
IDC Herzliya 2011 — 2011
Spring Semester 2011, International Business, Marketing
Jenny Qian Sun, CFA, PMP Jenny Qian Sun, CFA, PMP's Morningstar Experience May 2011 - June 2013
Job Sr. Project Manager at Supernova Companies
Industry Financial Services
Experience
Supernova Companies June 2015 - Present
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CTI consulting June 2013 - December 2014
CBOE 2013 - 2014
CBOE 2013 - 2014
Morningstar May 2011 - June 2013
Morningstar February 2010 - May 2011
Morningstar April 2009 - February 2010
Morningstar October 2004 - April 2009
Chuangyuan Information Technologies September 2003 - June 2004
Skills
Project Management, Product Management, Agile Methodologies, Analysis, Software Project..., Research, Mobile Applications, Business Process, Requirements Analysis, Team Leadership, Management, SEO, Product Development
Education
Illinois Institute of Technology 2001 — 2002
MS, Computer Science
University of Science and Technology of China 1991 — 1996
B.S., Chemistry
Supernova Companies June 2015 - Present
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CTI consulting June 2013 - December 2014
CBOE 2013 - 2014
CBOE 2013 - 2014
Morningstar May 2011 - June 2013
Morningstar February 2010 - May 2011
Morningstar April 2009 - February 2010
Morningstar October 2004 - April 2009
Chuangyuan Information Technologies September 2003 - June 2004
Skills
Project Management, Product Management, Agile Methodologies, Analysis, Software Project..., Research, Mobile Applications, Business Process, Requirements Analysis, Team Leadership, Management, SEO, Product Development
Education
Illinois Institute of Technology 2001 — 2002
MS, Computer Science
University of Science and Technology of China 1991 — 1996
B.S., Chemistry
Nikki Dranias's Morningstar Experience June 1994 - February 2002
Job Yoga Instructor at CorePower Yoga
Industry Primary/Secondary Education
Experience
CorePower Yoga August 2015 - Present
Hot Yoga Ahwatukee May 2015 - Present
Joyful Yoga January 2015 - Present
Friendly House April 2014 - Present
Tempe Elementary School District November 2014 - December 2014
Lifetime Fitness September 2005 - October 2014
Cicero Public School District 99 September 2003 - June 2005
Morningstar June 1994 - February 2002
Cecil County Public Schools September 1991 - June 1992
Skills
Social Media, Yoga, Public Speaking, Fundraising, Event Planning, Non-profits, Fitness, Coaching, Personal Training, Social Media Marketing, Teaching, Event Management, Fitness Training, Strength Training, Marketing, Sales, Weight Training, Wellness Coaching, Wellness, PowerPoint, Public Relations, Community Outreach, Hatha Yoga, Mindfulness, Nutrition, Pilates, Meditation
Education
Slippery Rock University of Pennsylvania 1987 — 1991
BS, English Education
Indiana University of Pennsylvania 1989 — 1989
CorePower Yoga August 2015 - Present
Hot Yoga Ahwatukee May 2015 - Present
Joyful Yoga January 2015 - Present
Friendly House April 2014 - Present
Tempe Elementary School District November 2014 - December 2014
Lifetime Fitness September 2005 - October 2014
Cicero Public School District 99 September 2003 - June 2005
Morningstar June 1994 - February 2002
Cecil County Public Schools September 1991 - June 1992
Skills
Social Media, Yoga, Public Speaking, Fundraising, Event Planning, Non-profits, Fitness, Coaching, Personal Training, Social Media Marketing, Teaching, Event Management, Fitness Training, Strength Training, Marketing, Sales, Weight Training, Wellness Coaching, Wellness, PowerPoint, Public Relations, Community Outreach, Hatha Yoga, Mindfulness, Nutrition, Pilates, Meditation
Education
Slippery Rock University of Pennsylvania 1987 — 1991
BS, English Education
Indiana University of Pennsylvania 1989 — 1989
Travis Gwyn's Morningstar Experience March 2012 - June 2012
Job Service Supervisor at GEICO
Industry Financial Services
Experience
GEICO April 2015 - Present
GEICO December 2013 - April 2015
Morningstar March 2012 - June 2012
Skills
Analysis, Team Building, Investments, Financial Analysis, Real Estate, Financial Modeling, Microsoft Excel, Negotiation, Strategic Planning, Market Research, Residential Homes, Microsoft Office, Sales, PowerPoint, Time Management, Customer Service, Leadership, Management, Teamwork, Budgets, Investment Properties
Education
Indiana University - Kelley School of Business 2011 — 2013
Bachelor of Science in Business, Finance and International Studies. Minor: Economics
The University of Sydney 2012 — 2012
Bachelor of Science in Business, Finance and International Studies
Ivy Tech Community College 2009 — 2011
Associates of Science in Business, Business Administration
GEICO April 2015 - Present
GEICO December 2013 - April 2015
Morningstar March 2012 - June 2012
Skills
Analysis, Team Building, Investments, Financial Analysis, Real Estate, Financial Modeling, Microsoft Excel, Negotiation, Strategic Planning, Market Research, Residential Homes, Microsoft Office, Sales, PowerPoint, Time Management, Customer Service, Leadership, Management, Teamwork, Budgets, Investment Properties
Education
Indiana University - Kelley School of Business 2011 — 2013
Bachelor of Science in Business, Finance and International Studies. Minor: Economics
The University of Sydney 2012 — 2012
Bachelor of Science in Business, Finance and International Studies
Ivy Tech Community College 2009 — 2011
Associates of Science in Business, Business Administration
Bharath Swamy Kamnayakhalli Swamygowda Bharath Swamy Kamnayakhalli Swamygowda's Morningstar Experience August 2015 - Present
Job Software Engineer at Morningstar
Industry Computer Software
Experience
Morningstar August 2015 - Present
Cerner Corporation March 2013 - Present
Motorola Mobility June 2011 - May 2012
Skills
Java, Test Automation, Unix, Jive, Linux, OSGI Framework, RESTful WebServices, Oracle PL/SQL..., JUnit, Testing, Maven, Agile Methodologies, ClearQuest, Perl, Mobile Devices, JIRA, Test Planning, System Testing, Software Quality..., Nginx, Crucible, Atlassian JIRA, Confluence, DBVisualizer, Visual Studio, ClearCase, SQL, Python, PL/SQL, C, Nutch, Nutch Plugins
Education
Illinois Institute of Technology 2010 — 2012
Professional Masters, Information Technology and Management
Sri Bhagawan Mahaveer Jain College 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science, First class
Morningstar August 2015 - Present
Cerner Corporation March 2013 - Present
Motorola Mobility June 2011 - May 2012
Skills
Java, Test Automation, Unix, Jive, Linux, OSGI Framework, RESTful WebServices, Oracle PL/SQL..., JUnit, Testing, Maven, Agile Methodologies, ClearQuest, Perl, Mobile Devices, JIRA, Test Planning, System Testing, Software Quality..., Nginx, Crucible, Atlassian JIRA, Confluence, DBVisualizer, Visual Studio, ClearCase, SQL, Python, PL/SQL, C, Nutch, Nutch Plugins
Education
Illinois Institute of Technology 2010 — 2012
Professional Masters, Information Technology and Management
Sri Bhagawan Mahaveer Jain College 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science, First class
Prachi Maini Prachi Maini's Morningstar Experience September 2013 - Present
Job Manager , Quality Assurance at Morningstar
Industry Computer Software
Experience
Morningstar September 2013 - Present
Aetna February 2012 - September 2013
Infogix Inc August 2006 - February 2012
Walgreens October 2005 - July 2006
Adobe Systems March 2004 - April 2005
HCL Technologies December 2002 - February 2004
Skills
SDLC, Software Quality..., Agile Methodologies, Requirements Analysis, Software Project..., Testing, Test Automation, User Acceptance Testing, Software Development, Visio, SQL, Requirements Gathering, XML, Unix, Project Management, Test Management, Vendor Management, QTP, Defect Life Cycle, ALM, HP, Functional Testing, Cross-functional Team..., Onsite-Offshore..., ICD-10, Microsoft Office, Test Strategy, System Integration..., Software Documentation, Manual Testing, Oracle, Test Cases, JIRA, Defect Tracking, Morningstar Direct, Morningstar, Enterprise Software, Performance Testing, Agile Project Management, Scrum, Test Planning
Education
Illinois Institute of Technology 2007 — 2009
MS (2009), Information Technology and Management
Maulana Azad National Institute of Technology 1998 — 2002
BE, Electrical Engineering
Morningstar September 2013 - Present
Aetna February 2012 - September 2013
Infogix Inc August 2006 - February 2012
Walgreens October 2005 - July 2006
Adobe Systems March 2004 - April 2005
HCL Technologies December 2002 - February 2004
Skills
SDLC, Software Quality..., Agile Methodologies, Requirements Analysis, Software Project..., Testing, Test Automation, User Acceptance Testing, Software Development, Visio, SQL, Requirements Gathering, XML, Unix, Project Management, Test Management, Vendor Management, QTP, Defect Life Cycle, ALM, HP, Functional Testing, Cross-functional Team..., Onsite-Offshore..., ICD-10, Microsoft Office, Test Strategy, System Integration..., Software Documentation, Manual Testing, Oracle, Test Cases, JIRA, Defect Tracking, Morningstar Direct, Morningstar, Enterprise Software, Performance Testing, Agile Project Management, Scrum, Test Planning
Education
Illinois Institute of Technology 2007 — 2009
MS (2009), Information Technology and Management
Maulana Azad National Institute of Technology 1998 — 2002
BE, Electrical Engineering
Rick Gasaway's Morningstar Experience 2001 - 2005
Job President and CEO at Sage Vertical Garden Systems
Industry Renewables & Environment
Experience
Sage Vertical Garden Systems June 2011 - Present
Nautic Global Group September 2007 - June 2011
MarketerNet, LLC October 2006 - October 2007
Morningstar 2001 - 2005
Skills
Sales Management, Marketing Strategy, New Business Development, Strategic Planning, Strategic Partnerships, Executive Management, Board of Director..., Global Distribution..., SaaS, Product Development, Sales, Sales Operations, Lead Generation, Start-ups, Trade Shows, Board of Directors, International Business, Leadership, Marketing, Product Management, Account Management, Cross-functional Team..., P&L Management, Management, Business Strategy, Team Building, Forecasting, Key Account Management, International Sales, Competitive Analysis, Negotiation, Strategy, Sales Process, Business Development
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Business, Finance
Indiana University - Kelley School of Business 1978 — 1982
BS, Management, Marketing
Sage Vertical Garden Systems June 2011 - Present
Nautic Global Group September 2007 - June 2011
MarketerNet, LLC October 2006 - October 2007
Morningstar 2001 - 2005
Skills
Sales Management, Marketing Strategy, New Business Development, Strategic Planning, Strategic Partnerships, Executive Management, Board of Director..., Global Distribution..., SaaS, Product Development, Sales, Sales Operations, Lead Generation, Start-ups, Trade Shows, Board of Directors, International Business, Leadership, Marketing, Product Management, Account Management, Cross-functional Team..., P&L Management, Management, Business Strategy, Team Building, Forecasting, Key Account Management, International Sales, Competitive Analysis, Negotiation, Strategy, Sales Process, Business Development
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Business, Finance
Indiana University - Kelley School of Business 1978 — 1982
BS, Management, Marketing
Joshua Noah's Morningstar Experience March 2014 - June 2014
Job Graduated from Indiana University Kelley School of Business
Industry Financial Services
Experience
Indiana University Kelley School of Business January 2012 - July 2015
Morningstar March 2014 - June 2014
Indiana University Kelley School of Business August 2012 - December 2012
Discover Financial Services March 2012 - March 2012
Project Seminar September 2010 - January 2011
Raiffeisen Bank October 2010 - October 2010
Skills
Marketing, PowerPoint, Public Speaking, Data Analysis, Finance, Customer Service, Higher Education, Research, Microsoft Excel, Microsoft Word, Teamwork
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Science, Business; Finance and Entrepreneurship, Senior
Indiana University-Northwest 2011 — 2011
General Studies
Indiana University Kelley School of Business January 2012 - July 2015
Morningstar March 2014 - June 2014
Indiana University Kelley School of Business August 2012 - December 2012
Discover Financial Services March 2012 - March 2012
Project Seminar September 2010 - January 2011
Raiffeisen Bank October 2010 - October 2010
Skills
Marketing, PowerPoint, Public Speaking, Data Analysis, Finance, Customer Service, Higher Education, Research, Microsoft Excel, Microsoft Word, Teamwork
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Science, Business; Finance and Entrepreneurship, Senior
Indiana University-Northwest 2011 — 2011
General Studies
Nina Muñoz's Morningstar Experience June 2014 - November 2014
Job Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2015 - Present
Institute for Policy Research at Northwestern University September 2014 - Present
Morningstar June 2014 - November 2014
Kellogg School of Management May 2014 - September 2014
The Martec Group May 2012 - August 2013
Google August 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Business Analytics, Stata, Statistics, Research, Leadership, Market Research, Adaptation, Journalism, Editing, Strategic Leadership, Adobe Creative Suite, LaTeX, Microsoft Office, Classical Ballet, Public Speaking, Copy Editing, Spanish, Microsoft Word, Probability
Education
Northwestern University 2012 — 2015
Bachelor of Science (B.S.), Economics
Sciences Po 2013 — 2013
Critical Theory, Literature and Media Studies
Indiana University Bloomington 2011 — 2012
Lake Forest High School 2007 — 2011
Accenture July 2015 - Present
Institute for Policy Research at Northwestern University September 2014 - Present
Morningstar June 2014 - November 2014
Kellogg School of Management May 2014 - September 2014
The Martec Group May 2012 - August 2013
Google August 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Business Analytics, Stata, Statistics, Research, Leadership, Market Research, Adaptation, Journalism, Editing, Strategic Leadership, Adobe Creative Suite, LaTeX, Microsoft Office, Classical Ballet, Public Speaking, Copy Editing, Spanish, Microsoft Word, Probability
Education
Northwestern University 2012 — 2015
Bachelor of Science (B.S.), Economics
Sciences Po 2013 — 2013
Critical Theory, Literature and Media Studies
Indiana University Bloomington 2011 — 2012
Lake Forest High School 2007 — 2011
Michael Garrison, CFA, CFP® Michael Garrison, CFA, CFP®'s Morningstar Experience November 2012 - May 2015
Job Investment Advisor at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2015 - Present
Morningstar November 2012 - May 2015
Chicago Wealth Management, Inc. January 2010 - October 2012
Chicago Wealth Management, Inc March 2004 - December 2009
Inforte July 2000 - August 2003
PricewaterhouseCoopers 1998 - 2000
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's Degree
CTC myCFO June 2015 - Present
Morningstar November 2012 - May 2015
Chicago Wealth Management, Inc. January 2010 - October 2012
Chicago Wealth Management, Inc March 2004 - December 2009
Inforte July 2000 - August 2003
PricewaterhouseCoopers 1998 - 2000
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 1994 — 1998
Bachelor's Degree
Kevin Piccolo, ASA's Morningstar Experience April 2014 - Present
Job Operations Manager, Research Division
Industry Financial Services
Experience
Morningstar April 2014 - Present
Morningstar June 2013 - April 2014
Morningstar April 2010 - June 2013
Stout Risius Ross April 2008 - November 2009
Houlihan Smith & Company, Inc. April 2002 - September 2007
CNA Financial Corporation October 1999 - December 2001
Skills
Business Valuation, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Morningstar Direct, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science (BS), Finance, Accounting, and Computer Information Systems
Indiana University Bloomington 1994 — 1999
Morningstar April 2014 - Present
Morningstar June 2013 - April 2014
Morningstar April 2010 - June 2013
Stout Risius Ross April 2008 - November 2009
Houlihan Smith & Company, Inc. April 2002 - September 2007
CNA Financial Corporation October 1999 - December 2001
Skills
Business Valuation, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Morningstar Direct, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science (BS), Finance, Accounting, and Computer Information Systems
Indiana University Bloomington 1994 — 1999
Erin Brammer's Morningstar Experience June 2000 - May 2007
Job Artist Manager, Jason Brammer
Industry Arts and Crafts
Experience
Brammer Arts May 2007 - Present
Jason Brammer (Fine Art) May 2007 - Present
Morningstar June 2000 - May 2007
Skills
Project Management, Marketing, Event Management, Event Planning, Social Media Marketing, Management, Sales, Social Media, Art, Marketing Communications, Social Networking, Editing, Product Marketing, Adobe Creative Suite, Advertising, Music, Customer Service, Research, SEO, Photography, Public Relations, InDesign, Entrepreneurship, Teaching, Graphic Design, Nonprofits, Online Advertising, Blogging, Photoshop, Online Marketing, Public Speaking, Illustrator, Creative Direction, Email Marketing, Web Design, Digital Marketing, Brand Development, Marketing Strategy
Education
Indiana University Bloomington
Bachelor's degree, Economics
Brammer Arts May 2007 - Present
Jason Brammer (Fine Art) May 2007 - Present
Morningstar June 2000 - May 2007
Skills
Project Management, Marketing, Event Management, Event Planning, Social Media Marketing, Management, Sales, Social Media, Art, Marketing Communications, Social Networking, Editing, Product Marketing, Adobe Creative Suite, Advertising, Music, Customer Service, Research, SEO, Photography, Public Relations, InDesign, Entrepreneurship, Teaching, Graphic Design, Nonprofits, Online Advertising, Blogging, Photoshop, Online Marketing, Public Speaking, Illustrator, Creative Direction, Email Marketing, Web Design, Digital Marketing, Brand Development, Marketing Strategy
Education
Indiana University Bloomington
Bachelor's degree, Economics
Cullen Kenney's Morningstar Experience September 2014 - Present
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar June 2013 - September 2014
University of South Carolina August 2009 - May 2013
California Pizza Kitchen July 2008 - August 2011
University of South Carolina January 2010 - May 2011
Zipp Auto Wash July 2008 - August 2008
Skills
Customer Service, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Facebook, Microsoft Word, Research, Social Media, Social Networking, Time Management, Teamwork, Editing, Team Leadership, Community Outreach
Education
South Carolina Honors College 2009 — 2013
Bachelor of Science, Majors: International Business, Economics. Minor: French
University of South Carolina - The Moore School of Business 2009 — 2013
BSBA, International Business, Economics
Institut catholique de Paris 2012 — 2012
French Studies
Morningstar September 2014 - Present
Morningstar June 2013 - September 2014
University of South Carolina August 2009 - May 2013
California Pizza Kitchen July 2008 - August 2011
University of South Carolina January 2010 - May 2011
Zipp Auto Wash July 2008 - August 2008
Skills
Customer Service, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Facebook, Microsoft Word, Research, Social Media, Social Networking, Time Management, Teamwork, Editing, Team Leadership, Community Outreach
Education
South Carolina Honors College 2009 — 2013
Bachelor of Science, Majors: International Business, Economics. Minor: French
University of South Carolina - The Moore School of Business 2009 — 2013
BSBA, International Business, Economics
Institut catholique de Paris 2012 — 2012
French Studies
Isaac Day's Morningstar Experience September 2015 - Present
Job Motion Graphic Designer
Industry Broadcast Media
Experience
Morningstar September 2015 - Present
Freelance November 2011 - Present
Optimus 2015 - 2015
Two by Four 2013 - 2014
Fathom Communications 2012 - 2013
Ki Editorial+Design November 2009 - November 2011
Blueline Media May 2008 - April 2009
Skills
Motion Graphics, Post Production, Television, Compressor, After Effects, Final Cut Pro, Illustrator, Photoshop, Adobe Creative Suite, Editing, Video Editing, Animation, Premiere, Storyboarding, Graphic Design, Video Production, Film, Video, Graphics
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts (B.A.), Telecommunications, Post Production
Morningstar September 2015 - Present
Freelance November 2011 - Present
Optimus 2015 - 2015
Two by Four 2013 - 2014
Fathom Communications 2012 - 2013
Ki Editorial+Design November 2009 - November 2011
Blueline Media May 2008 - April 2009
Skills
Motion Graphics, Post Production, Television, Compressor, After Effects, Final Cut Pro, Illustrator, Photoshop, Adobe Creative Suite, Editing, Video Editing, Animation, Premiere, Storyboarding, Graphic Design, Video Production, Film, Video, Graphics
Education
Indiana University Bloomington 2004 — 2008
Bachelor of Arts (B.A.), Telecommunications, Post Production
Steve Hansen Steve Hansen's Morningstar Experience May 2004 - October 2005
Job SVP, Equity Analyst at Raymond James
Industry Capital Markets
Experience
Raymond James August 2007 - Present
Raymond James October 2005 - August 2007
Morningstar May 2004 - October 2005
Skills
Agriculture, Industrial Equipment, Rail, Specialty Chemicals, Airlines, Transportation, Agribusiness, Industrial Sector, Equities, Equity Valuation, Morningstar, Equity Capital Markets, Capital Markets, Equity Research, Bloomberg, Investment Management, Financial Modeling, Valuation, Investments, Financial Analysis
Education
Ivey Business School at Western University 2002 — 2004
MBA, Finance
The University of British Columbia 1997 — 1999
Bachelor of Science, Forestry
The University of British Columbia 1993 — 1997
Bachelor of Science, Biology
Raymond James August 2007 - Present
Raymond James October 2005 - August 2007
Morningstar May 2004 - October 2005
Skills
Agriculture, Industrial Equipment, Rail, Specialty Chemicals, Airlines, Transportation, Agribusiness, Industrial Sector, Equities, Equity Valuation, Morningstar, Equity Capital Markets, Capital Markets, Equity Research, Bloomberg, Investment Management, Financial Modeling, Valuation, Investments, Financial Analysis
Education
Ivey Business School at Western University 2002 — 2004
MBA, Finance
The University of British Columbia 1997 — 1999
Bachelor of Science, Forestry
The University of British Columbia 1993 — 1997
Bachelor of Science, Biology
Jim Miloch's Morningstar Experience October 2014 - Present
Job Senior Marketing Associate at Morningstar
Industry Marketing and Advertising
Experience
Morningstar October 2014 - Present
Teradata July 2012 - September 2014
Kohls May 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Marketing, Market Research, Microsoft Excel, Marketing Automation, Business Analysis, Microsoft Word, Public Speaking, Sales, Management, Leadership, Marketing Strategy, Retail, Customer Service, PowerPoint, Negotiation, CRM, Analysis, Salesforce.com, Team Leadership, Data Analysis, Account Management, Social Media Marketing, Analytics, Marketing Research
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Marketing and Operations Management
Morningstar October 2014 - Present
Teradata July 2012 - September 2014
Kohls May 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Skills
Marketing, Market Research, Microsoft Excel, Marketing Automation, Business Analysis, Microsoft Word, Public Speaking, Sales, Management, Leadership, Marketing Strategy, Retail, Customer Service, PowerPoint, Negotiation, CRM, Analysis, Salesforce.com, Team Leadership, Data Analysis, Account Management, Social Media Marketing, Analytics, Marketing Research
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Marketing and Operations Management
Komal Chag Komal Chag's Morningstar Experience August 2011 - July 2013
Job Business Analyst/ Software Test Engineer at SettlementOne Valuation
Industry Information Technology and Services
Experience
SettlementOne Valuation August 2013 - Present
Morningstar August 2011 - July 2013
Motorola Mobility November 2010 - October 2011
Motorola Mobility August 2010 - November 2010
MMPI May 2010 - August 2010
Illinois Institute of Technology August 2009 - May 2010
Radio over IP (RoIP) December 2009 - March 2010
Tata Consultancy Services May 2008 - December 2008
Institute For Plasma Research January 2008 - May 2008
Skills
Testing, SQL, Agile Methodologies, Test Automation, Python, HTML, Android, User Acceptance Testing, XML, CSS, C, Databases, .NET, Quality Assurance, Eclipse, Lean Thinking, SDLC, Test Planning, Regression Testing, Selenium
Education
Illinois Institute of Technology 2009 — 2011
MS, Information Technology and Management
Nirma Institute of Technology 2004 — 2008
Bachelor of Technology (B, Tech) Instrumentation and Control Engineering
SettlementOne Valuation August 2013 - Present
Morningstar August 2011 - July 2013
Motorola Mobility November 2010 - October 2011
Motorola Mobility August 2010 - November 2010
MMPI May 2010 - August 2010
Illinois Institute of Technology August 2009 - May 2010
Radio over IP (RoIP) December 2009 - March 2010
Tata Consultancy Services May 2008 - December 2008
Institute For Plasma Research January 2008 - May 2008
Skills
Testing, SQL, Agile Methodologies, Test Automation, Python, HTML, Android, User Acceptance Testing, XML, CSS, C, Databases, .NET, Quality Assurance, Eclipse, Lean Thinking, SDLC, Test Planning, Regression Testing, Selenium
Education
Illinois Institute of Technology 2009 — 2011
MS, Information Technology and Management
Nirma Institute of Technology 2004 — 2008
Bachelor of Technology (B, Tech) Instrumentation and Control Engineering
James Gurman's Morningstar Experience 2001 - 2003
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Amna Kanoun Amna Kanoun's Morningstar Experience May 2015 - Present
Job Program Manager at HelloWallet
Industry International Trade and Development
Experience
Morningstar May 2015 - Present
HelloWallet October 2014 - May 2015
Microfinance Opportunities November 2011 - July 2013
Microfinance Opportunities May 2011 - November 2011
Tufts University September 2006 - May 2010
Commonwealth Care Alliance September 2009 - December 2009
The Louis Berger Group May 2007 - July 2007
AMIDEAST 2006 - September 2006
Skills
Data Analysis, Project Management, Database Management, Communication Skills, Capacity Building, Proposal Writing, Impact Analysis, Market Research, Qualitative Research, In-Depth Interviews, Focus Group Discussion, International...
Education
Tufts University 2005 — 2010
Bachelor of Arts (BA), Economics, GPA: 3.76, Magna Cum Laude
Institut catholique de Paris 2008 — 2008
Semester Abroad, Economic Theory
Morningstar May 2015 - Present
HelloWallet October 2014 - May 2015
Microfinance Opportunities November 2011 - July 2013
Microfinance Opportunities May 2011 - November 2011
Tufts University September 2006 - May 2010
Commonwealth Care Alliance September 2009 - December 2009
The Louis Berger Group May 2007 - July 2007
AMIDEAST 2006 - September 2006
Skills
Data Analysis, Project Management, Database Management, Communication Skills, Capacity Building, Proposal Writing, Impact Analysis, Market Research, Qualitative Research, In-Depth Interviews, Focus Group Discussion, International...
Education
Tufts University 2005 — 2010
Bachelor of Arts (BA), Economics, GPA: 3.76, Magna Cum Laude
Institut catholique de Paris 2008 — 2008
Semester Abroad, Economic Theory
Stephen Lautz Stephen Lautz's Morningstar Experience January 1999 - December 2000
Job Partner at FocalPointe Group
Industry Management Consulting
Experience
FocalPointe Group October 2009 - Present
eLoyalty February 2001 - November 2009
Morningstar January 1999 - December 2000
Zurich Scudder Investments July 1996 - December 1998
Stein Roe & Farnham July 1985 - June 1995
CNA Insurance June 1981 - July 1985
Skills
Strategic Consulting, Healthcare Consulting, Customer Experience..., Contact Center..., ICD-10, Solution Architecture, Account Management, Business Development, Program Management, Project Management, Medicare, Medicaid Managed Care, Contact Center..., Contact Center..., Financial Analysis, Cisco VoIP, Vendor Management, Health Information..., Mutual Funds, PMO Design, Consulting, Management Consulting, Process Improvement, Change Management, Executive Management, IT Strategy, Contact Centers, Business Process..., Call Centers, Strategic Planning, Financial Services
Education
Loyola University of Chicago - Graduate School of Business 1986 — 1990
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Industrial Relations
FocalPointe Group October 2009 - Present
eLoyalty February 2001 - November 2009
Morningstar January 1999 - December 2000
Zurich Scudder Investments July 1996 - December 1998
Stein Roe & Farnham July 1985 - June 1995
CNA Insurance June 1981 - July 1985
Skills
Strategic Consulting, Healthcare Consulting, Customer Experience..., Contact Center..., ICD-10, Solution Architecture, Account Management, Business Development, Program Management, Project Management, Medicare, Medicaid Managed Care, Contact Center..., Contact Center..., Financial Analysis, Cisco VoIP, Vendor Management, Health Information..., Mutual Funds, PMO Design, Consulting, Management Consulting, Process Improvement, Change Management, Executive Management, IT Strategy, Contact Centers, Business Process..., Call Centers, Strategic Planning, Financial Services
Education
Loyola University of Chicago - Graduate School of Business 1986 — 1990
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1976 — 1980
Bachelor of Science (B.S.), Industrial Relations
Jeff Cannon's Morningstar Experience January 2011 - September 2013
Job Senior Analyst at BMO Asset Management
Industry Investment Management
Experience
BMO Asset Management September 2013 - Present
Morningstar January 2011 - September 2013
General Board of Pension and Health Benefits 2009 - 2010
Allstate 2003 - 2009
Bank One 2001 - 2003
Metropolitan Life Insurance Company 1991 - 2001
Skills
Fixed Income, Portfolio Management, Bonds, Investments, Capital Markets, Financial Analysis, Equities, Asset Managment
Education
Indiana University Bloomington 1990 — 1991
MBA, Finance
Northern Illinois University 1980 — 1984
Bachelor of Science, Accounting
BMO Asset Management September 2013 - Present
Morningstar January 2011 - September 2013
General Board of Pension and Health Benefits 2009 - 2010
Allstate 2003 - 2009
Bank One 2001 - 2003
Metropolitan Life Insurance Company 1991 - 2001
Skills
Fixed Income, Portfolio Management, Bonds, Investments, Capital Markets, Financial Analysis, Equities, Asset Managment
Education
Indiana University Bloomington 1990 — 1991
MBA, Finance
Northern Illinois University 1980 — 1984
Bachelor of Science, Accounting
Susie Sun's Morningstar Experience 2006 - 2010
Job Operations professional & MBA building techenabled businesses
Industry Internet
Experience
Eden 2015 - 2015
Instacart 2013 - 2015
HelloFresh 2012 - 2013
INSEAD MBA Programme January 2011 - December 2011
Morningstar 2006 - 2010
Skills
Entrepreneurship, Business Development, Competitive Analysis, Business Strategy, Marketing Strategy, Sales, Strategy, Market Entry, Cross-functional Team..., Leadership, Management, SQL, Python
Education
INSEAD
MBA, Entrepreneurship
University of Chicago
B.A., English Literature
Eden 2015 - 2015
Instacart 2013 - 2015
HelloFresh 2012 - 2013
INSEAD MBA Programme January 2011 - December 2011
Morningstar 2006 - 2010
Skills
Entrepreneurship, Business Development, Competitive Analysis, Business Strategy, Marketing Strategy, Sales, Strategy, Market Entry, Cross-functional Team..., Leadership, Management, SQL, Python
Education
INSEAD
MBA, Entrepreneurship
University of Chicago
B.A., English Literature
Eric Walter Eric Walter's Morningstar Experience 1993 - 1997
Job Chief Composting Officer at Black Bear Composting
Industry Renewables & Environment
Experience
Black Bear Composting July 2010 - Present
Gorilla October 2008 - 2012
Gorilla 1997 - September 2008
Morningstar 1993 - 1997
Skills
Proposal Writing, Integration, Budgets, Management, Project Management, Composting, Organics Recycling, Organic Waste Management, Strategy, Entrepreneurship, Email Marketing, Cross-functional Team..., Business Development, SEO, E-commerce, Compost, Leadership, Integrated Marketing, Strategic Planning, Sustainability, Marketing, Compositing, Competitive Analysis
Education
James Madison University 1987 — 1991
BA, English & Political Science
Black Bear Composting July 2010 - Present
Gorilla October 2008 - 2012
Gorilla 1997 - September 2008
Morningstar 1993 - 1997
Skills
Proposal Writing, Integration, Budgets, Management, Project Management, Composting, Organics Recycling, Organic Waste Management, Strategy, Entrepreneurship, Email Marketing, Cross-functional Team..., Business Development, SEO, E-commerce, Compost, Leadership, Integrated Marketing, Strategic Planning, Sustainability, Marketing, Compositing, Competitive Analysis
Education
James Madison University 1987 — 1991
BA, English & Political Science
Erwin L. Staples's Morningstar Experience 1998 - 2000
Job Retirement Plans Specialist at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA Retirement Corporation January 2011 - Present
Board of Trustees for Grande Prairie Public Library District April 2007 - April 2015
Fifth Third Bank October 2009 - January 2011
Mutual of Omaha March 2006 - October 2009
Humana 2005 - 2008
Bank One/J.P. Morgan Chase 2003 - 2005
Village of Hazel Crest Economic Development Commission April 2003 - September 2004
Waddell & Reed 2000 - 2003
Morningstar 1998 - 2000
Skills
Retirement Planning, Asset Allocation, Mutual Funds, IRA's, Roth IRA, IRA Rollovers, 457 Plans, 401k, Investments, Insurance, Personal Financial..., Retirement, Financial Services
Education
Illinois State University 1990 — 1995
Leo High School 1986 — 1990
ICMA Retirement Corporation January 2011 - Present
Board of Trustees for Grande Prairie Public Library District April 2007 - April 2015
Fifth Third Bank October 2009 - January 2011
Mutual of Omaha March 2006 - October 2009
Humana 2005 - 2008
Bank One/J.P. Morgan Chase 2003 - 2005
Village of Hazel Crest Economic Development Commission April 2003 - September 2004
Waddell & Reed 2000 - 2003
Morningstar 1998 - 2000
Skills
Retirement Planning, Asset Allocation, Mutual Funds, IRA's, Roth IRA, IRA Rollovers, 457 Plans, 401k, Investments, Insurance, Personal Financial..., Retirement, Financial Services
Education
Illinois State University 1990 — 1995
Leo High School 1986 — 1990
Dorothea Boyle Dorothea Boyle's Morningstar Experience February 2006 - April 2006
Job Academy Communications Associate at The Joffrey Ballet
Industry Nonprofit Organization Management
Experience
The Joffrey Ballet January 2010 - September 2011
Global Infomercial Services September 2006 - May 2008
Morningstar February 2006 - April 2006
Shanghai Pudong Development Bank May 2005 - June 2005
Ravinia Festival May 2002 - March 2005
Chicago Youth Symphony Orchestra January 2002 - May 2002
Skills
Budgets, Sales, Leadership, Non-profits, Editing, Fundraising, Proposal Writing, Nonprofits, Customer Service, Philanthropy, Event Planning, Start-ups, Business Strategy, Performing Arts
Education
Illinois Institute of Technology 2005 — 2006
MBA
University of Illinois at Urbana-Champaign 1998 — 2001
BA
New Trier High School 1994 — 1998
The Joffrey Ballet January 2010 - September 2011
Global Infomercial Services September 2006 - May 2008
Morningstar February 2006 - April 2006
Shanghai Pudong Development Bank May 2005 - June 2005
Ravinia Festival May 2002 - March 2005
Chicago Youth Symphony Orchestra January 2002 - May 2002
Skills
Budgets, Sales, Leadership, Non-profits, Editing, Fundraising, Proposal Writing, Nonprofits, Customer Service, Philanthropy, Event Planning, Start-ups, Business Strategy, Performing Arts
Education
Illinois Institute of Technology 2005 — 2006
MBA
University of Illinois at Urbana-Champaign 1998 — 2001
BA
New Trier High School 1994 — 1998
Nikhil Balchandani Nikhil Balchandani's Morningstar Experience August 2010 - July 2015
Job Experienced Software Engineer
Industry Publishing
Experience
McGraw-Hill Education June 2015 - Present
Morningstar August 2010 - July 2015
Clarity Consulting August 2007 - August 2010
Indiana Daily Student February 2006 - August 2007
Skills
WCF, Agile Methodologies, .NET, ASP.NET, Scrum, Web Services, jQuery, ASP.NET MVC, LINQ, C#, knockoutjs, HTML 5, ASP.NET AJAX, Continuous Integration, SSIS, SSRS, TDD, Dependency Injection, Spring.net, WPF, MVVM, SOAP, REST, SOA, Design Patterns, ASP.NET Web API, Requirements Gathering, Entity Framework, RequireJs, CQ5, Java, DevOps, Jenkins, Linux, System Automation
Education
Indiana University Bloomington 2006 — 2007
Master of Science, Computer Science
University of Mumbai 2001 — 2005
BE, Computer Engineering
S.N.Kansagra 1990 — 2001
McGraw-Hill Education June 2015 - Present
Morningstar August 2010 - July 2015
Clarity Consulting August 2007 - August 2010
Indiana Daily Student February 2006 - August 2007
Skills
WCF, Agile Methodologies, .NET, ASP.NET, Scrum, Web Services, jQuery, ASP.NET MVC, LINQ, C#, knockoutjs, HTML 5, ASP.NET AJAX, Continuous Integration, SSIS, SSRS, TDD, Dependency Injection, Spring.net, WPF, MVVM, SOAP, REST, SOA, Design Patterns, ASP.NET Web API, Requirements Gathering, Entity Framework, RequireJs, CQ5, Java, DevOps, Jenkins, Linux, System Automation
Education
Indiana University Bloomington 2006 — 2007
Master of Science, Computer Science
University of Mumbai 2001 — 2005
BE, Computer Engineering
S.N.Kansagra 1990 — 2001
Brian Rieger Brian Rieger's Morningstar Experience February 2012 - August 2012
Job Quantitative Analyst at Markit
Industry Higher Education
Experience
Markit August 2012 - Present
Morningstar February 2012 - August 2012
League Trading LLC February 2009 - July 2010
Advance Trading, Inc. February 2008 - August 2008
Skills
Derivatives, Fixed Income, Financial Modeling, Portfolio Management, Quantitative Analytics, Valuation, Options, Trading, Monte Carlo Simulation, Quantitative Finance, Morningstar, Financial Analysis, Portfolio Optimization, Commodity, Structured Products, Equities, Trading Strategies, MATLAB, Market QA, Fundamental Analysis, Alpha Generation, Bayesian methods
Education
Illinois Institute of Technology 2010 — 2012
Masters of Science, Finance
Indiana University Bloomington 2002 — 2006
BA, Economics
Markit August 2012 - Present
Morningstar February 2012 - August 2012
League Trading LLC February 2009 - July 2010
Advance Trading, Inc. February 2008 - August 2008
Skills
Derivatives, Fixed Income, Financial Modeling, Portfolio Management, Quantitative Analytics, Valuation, Options, Trading, Monte Carlo Simulation, Quantitative Finance, Morningstar, Financial Analysis, Portfolio Optimization, Commodity, Structured Products, Equities, Trading Strategies, MATLAB, Market QA, Fundamental Analysis, Alpha Generation, Bayesian methods
Education
Illinois Institute of Technology 2010 — 2012
Masters of Science, Finance
Indiana University Bloomington 2002 — 2006
BA, Economics
Hooi Yik Chiau's Morningstar Experience July 2014 - November 2014
Job Student at Kelley School of Business
Industry Financial Services
Experience
Morningstar July 2014 - November 2014
Chin Hin Group May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, PowerPoint, Epicor, Produce Events, Compose/Author, Promote, Observe and Analyze, Customer Service, Microsoft Word, Communication
Education
Indiana University Bloomington 2012 — 2015
Bachelor of Commerce (B.Com.), Finance, Entrepreneurship and Corporate Innovation
INTI International University 2011 — 2012
American University Program, Business/Commerce, General
SMJK Keat Hwa 2007 — 2010
Sijil Pelajaran Malaysia (Malaysian Certificate of Education), Art/Art Studies, General
Morningstar July 2014 - November 2014
Chin Hin Group May 2012 - July 2012
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, PowerPoint, Epicor, Produce Events, Compose/Author, Promote, Observe and Analyze, Customer Service, Microsoft Word, Communication
Education
Indiana University Bloomington 2012 — 2015
Bachelor of Commerce (B.Com.), Finance, Entrepreneurship and Corporate Innovation
INTI International University 2011 — 2012
American University Program, Business/Commerce, General
SMJK Keat Hwa 2007 — 2010
Sijil Pelajaran Malaysia (Malaysian Certificate of Education), Art/Art Studies, General
Tom Matteucci Tom Matteucci's Morningstar Experience March 2004 - July 2006
Job Account Manager at CVS Health
Industry Hospital & Health Care
Experience
CVS Health June 2014 - Present
Business Wire, a Berkshire Hathaway Company March 2012 - November 2013
Zacks Investment Research September 2010 - March 2012
NEUSTAR ULTRADNS / WEBMETRICS 2008 - March 2009
Cars.com August 2006 - October 2008
Morningstar March 2004 - July 2006
Curian Capital LLC January 2003 - February 2004
US Navy January 1993 - February 1995
Skills
Salesforce.com, Account Management, Lead Generation, Cold Calling, Sales, New Business Development, B2B, Sales Management, Sales Process, SaaS, Online Advertising, Direct Sales, Customer Service, CRM, SEM, E-commerce, Product Marketing, Social Media Marketing, Start-ups, Marketing Strategy, Market Research, Email Marketing, Social Networking, Enterprise Software, Social Media, Mobile Marketing, Strategic Partnerships, PPC, Customer Acquisition
Education
Illinois State University 1997 — 2000
BS, Finance
CVS Health June 2014 - Present
Business Wire, a Berkshire Hathaway Company March 2012 - November 2013
Zacks Investment Research September 2010 - March 2012
NEUSTAR ULTRADNS / WEBMETRICS 2008 - March 2009
Cars.com August 2006 - October 2008
Morningstar March 2004 - July 2006
Curian Capital LLC January 2003 - February 2004
US Navy January 1993 - February 1995
Skills
Salesforce.com, Account Management, Lead Generation, Cold Calling, Sales, New Business Development, B2B, Sales Management, Sales Process, SaaS, Online Advertising, Direct Sales, Customer Service, CRM, SEM, E-commerce, Product Marketing, Social Media Marketing, Start-ups, Marketing Strategy, Market Research, Email Marketing, Social Networking, Enterprise Software, Social Media, Mobile Marketing, Strategic Partnerships, PPC, Customer Acquisition
Education
Illinois State University 1997 — 2000
BS, Finance
Danielle Feaman's Morningstar Experience October 2013 - May 2015
Job Associate at Grosvenor Capital Management
Industry Financial Services
Experience
Grosvenor Capital Management May 2015 - Present
Club Monaco May 2012 - Present
Morningstar October 2013 - May 2015
McCarthy, McSherry, & Associates August 2012 - October 2013
Club Monaco February 2010 - October 2010
Skills
Social Media, Microsoft Office, Styling, Photoshop, Event Planning, Public Relations, Microsoft Excel, Visual Merchandising, Fashion, Research, InDesign, Facebook, Adobe Creative Suite, Marketing Communications, PowerPoint, Teaching, Social Networking, Sales, Social Media Marketing, Merchandising, Online Marketing
Education
Illinois State University 2005 — 2008
Bachelor of Science, Family and Consumer Science
Grosvenor Capital Management May 2015 - Present
Club Monaco May 2012 - Present
Morningstar October 2013 - May 2015
McCarthy, McSherry, & Associates August 2012 - October 2013
Club Monaco February 2010 - October 2010
Skills
Social Media, Microsoft Office, Styling, Photoshop, Event Planning, Public Relations, Microsoft Excel, Visual Merchandising, Fashion, Research, InDesign, Facebook, Adobe Creative Suite, Marketing Communications, PowerPoint, Teaching, Social Networking, Sales, Social Media Marketing, Merchandising, Online Marketing
Education
Illinois State University 2005 — 2008
Bachelor of Science, Family and Consumer Science
Sarah Aslanifar's Morningstar Experience May 2015 - Present
Job Procrastination Terminator
Industry Information Technology and Services
Experience
Morningstar May 2015 - Present
Tested Minds November 2010 - Present
ThoughtWorks November 2007 - October 2010
State Farm Ins. Com. November 2004 - November 2007
Skills
Agile, Spring, JSP, XML, Agile Methodologies, Java, Ruby on Rails, HTML, CSS, Software Development..., Ruby, SQL, Requirements Gathering, Eclipse, XP, Struts, Java Enterprise Edition, Software Development, Web Applications, Scrum, Agile Project Management
Education
Illinois State University 2004 — 2006
MS. of Technology
Illinois State University 2004 — 2006
MS
Illinois State University 2004 — 2006
MS
Illinois State University 2001 — 2004
BS. Computer Science
Morningstar May 2015 - Present
Tested Minds November 2010 - Present
ThoughtWorks November 2007 - October 2010
State Farm Ins. Com. November 2004 - November 2007
Skills
Agile, Spring, JSP, XML, Agile Methodologies, Java, Ruby on Rails, HTML, CSS, Software Development..., Ruby, SQL, Requirements Gathering, Eclipse, XP, Struts, Java Enterprise Edition, Software Development, Web Applications, Scrum, Agile Project Management
Education
Illinois State University 2004 — 2006
MS. of Technology
Illinois State University 2004 — 2006
MS
Illinois State University 2004 — 2006
MS
Illinois State University 2001 — 2004
BS. Computer Science
Kamlendra Shekhawat Kamlendra Shekhawat's Morningstar Experience 2011 - Present
Job Database Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar 2011 - Present
Morningstar 2005 - 2011
Skills
Management, Databases, Equities, Financial Analysis, Financial Modeling, Equity Research, Offshore Operations, Business Analysis, Team Management, Data Center, Relationship Management, Finance, Financial Services, Valuation, Vendor Management, Investments, Business Strategy, Forecasting, Analysis, Product Management, Risk Management, Capital Markets, Competitive Analysis, Six Sigma, Data Analysis, Mutual Funds, Corporate Finance, Fixed Income, Morningstar Direct, Market Research, Project Management, Financial Markets, Asset Management, Software Project...
Education
Institute of Cost and Works Accountants of India - ICWAI 2003 — 2005
ICWA, Finance
Morningstar 2011 - Present
Morningstar 2005 - 2011
Skills
Management, Databases, Equities, Financial Analysis, Financial Modeling, Equity Research, Offshore Operations, Business Analysis, Team Management, Data Center, Relationship Management, Finance, Financial Services, Valuation, Vendor Management, Investments, Business Strategy, Forecasting, Analysis, Product Management, Risk Management, Capital Markets, Competitive Analysis, Six Sigma, Data Analysis, Mutual Funds, Corporate Finance, Fixed Income, Morningstar Direct, Market Research, Project Management, Financial Markets, Asset Management, Software Project...
Education
Institute of Cost and Works Accountants of India - ICWAI 2003 — 2005
ICWA, Finance
Jaime Peters's Morningstar Experience Equity AnalystState Farm InsuranceJune 2002 - October 2005
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar Equity AnalystState Farm InsuranceJune 2002 - October 2005
Education
The University of Chicago 2002 — 2005
MBA, Finance, Accounting, Economics
Illinois State University 1998 — 2002
BS, Finance Accounting
Morningstar Equity AnalystState Farm InsuranceJune 2002 - October 2005
Education
The University of Chicago 2002 — 2005
MBA, Finance, Accounting, Economics
Illinois State University 1998 — 2002
BS, Finance Accounting
Joseph Wingis's Morningstar Experience October 2013 - June 2014
Job Recruiter at SGS Petroleum Service Corporation
Industry Oil & Energy
Experience
SGS Petroleum Service Corporation July 2015 - Present
Potbelly Sandwich Works May 2015 - June 2015
Northern Trust Corporation June 2014 - May 2015
Morningstar October 2013 - June 2014
AIM Consulting Group May 2012 - September 2013
Skills
SDLC, SharePoint, Business Intelligence, Applicant Tracking..., Project Management, Business Analysis, CRM, Security, Change Management, Consulting, Talent Acquisition, Program Management, Process Improvement, E-commerce, Vendor Management, Software Development, Team Leadership, Recruiting, College Recruiting, Management, Leadership, IT Strategy
Education
Indiana State University - School of Business 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2/4.0
Munster High School
SGS Petroleum Service Corporation July 2015 - Present
Potbelly Sandwich Works May 2015 - June 2015
Northern Trust Corporation June 2014 - May 2015
Morningstar October 2013 - June 2014
AIM Consulting Group May 2012 - September 2013
Skills
SDLC, SharePoint, Business Intelligence, Applicant Tracking..., Project Management, Business Analysis, CRM, Security, Change Management, Consulting, Talent Acquisition, Program Management, Process Improvement, E-commerce, Vendor Management, Software Development, Team Leadership, Recruiting, College Recruiting, Management, Leadership, IT Strategy
Education
Indiana State University - School of Business 2007 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.2/4.0
Munster High School
Jacob Halton Jacob Halton's Morningstar Experience June 2008 - June 2009
Job Digital Product Designer & Illustrator
Industry Design
Experience
Digitas August 2013 - Present
Draftfcb September 2012 - August 2013
Sears Holdings Corporation January 2012 - July 2012
Orbitz Worldwide June 2011 - December 2011
Groupon April 2010 - April 2011
Morningstar June 2008 - June 2009
Gravitytank June 2007 - September 2007
Skills
Interaction Design, Graphic Design, User Experience, Brand Communication, Corporate Branding, Web Design, Print Collateral, Print Collateral Design, Logo Design, Iconography, Information Design, Awesomeness
Education
Illinois Institute of Art 2004 — 2008
BFA, Visual Communications
Digitas August 2013 - Present
Draftfcb September 2012 - August 2013
Sears Holdings Corporation January 2012 - July 2012
Orbitz Worldwide June 2011 - December 2011
Groupon April 2010 - April 2011
Morningstar June 2008 - June 2009
Gravitytank June 2007 - September 2007
Skills
Interaction Design, Graphic Design, User Experience, Brand Communication, Corporate Branding, Web Design, Print Collateral, Print Collateral Design, Logo Design, Iconography, Information Design, Awesomeness
Education
Illinois Institute of Art 2004 — 2008
BFA, Visual Communications
Dawn Niemczyk Dawn Niemczyk's Morningstar Experience October 2013 - Present
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morningstar July 2011 - Present
Franklin Park Ice Arena March 2006 - July 2011
Morningstar April 2009 - December 2010
Follett Higher Education Group June 2006 - December 2008
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Markets, Salesforce.com, Marketing, Morningstar, Morningstar Direct, Product Management, Microsoft Office, Microsoft Excel, Customer Service, Management, Data Analysis
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Arts (BA), English and Media Studies
Illinois State University 2006 — 2007
Biology/Biological Sciences, General
Morningstar October 2013 - Present
Morningstar July 2011 - Present
Franklin Park Ice Arena March 2006 - July 2011
Morningstar April 2009 - December 2010
Follett Higher Education Group June 2006 - December 2008
Skills
Mutual Funds, Financial Services, Relationship Management, Financial Markets, Salesforce.com, Marketing, Morningstar, Morningstar Direct, Product Management, Microsoft Office, Microsoft Excel, Customer Service, Management, Data Analysis
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Arts (BA), English and Media Studies
Illinois State University 2006 — 2007
Biology/Biological Sciences, General
Rachel Bashkin's Morningstar Experience November 2011 - August 2013
Job Assistant Vice President, Sr. IT Project Manager and Business Analyst at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company August 2013 - August 2015
Morningstar November 2011 - August 2013
US Bank February 2011 - October 2011
Bank of America Merrill Lynch 2007 - February 2011
Two Degrees Consulting April 2006 - May 2007
Strellis & Field October 2004 - April 2006
Skills
Financial Modeling, Management, Leadership, Financial Analysis, Marketing, Product Development, Business Analysis, Banking, Entrepreneurship, Sales, Investments, Risk Management, Finance, Strategy, Relationship Management, Financial Services, Portfolio Management, Mergers & Acquisitions, CRM, Analysis, Project Management, Process Improvement
Education
Indiana University Bloomington 2000 — 2004
University of Miami
Millennium Trust Company August 2013 - August 2015
Morningstar November 2011 - August 2013
US Bank February 2011 - October 2011
Bank of America Merrill Lynch 2007 - February 2011
Two Degrees Consulting April 2006 - May 2007
Strellis & Field October 2004 - April 2006
Skills
Financial Modeling, Management, Leadership, Financial Analysis, Marketing, Product Development, Business Analysis, Banking, Entrepreneurship, Sales, Investments, Risk Management, Finance, Strategy, Relationship Management, Financial Services, Portfolio Management, Mergers & Acquisitions, CRM, Analysis, Project Management, Process Improvement
Education
Indiana University Bloomington 2000 — 2004
University of Miami
Andrew Bischof, CFA Andrew Bischof, CFA's Morningstar Experience October 2011 - Present
Job Equity Analyst at Morningstar
Industry Research
Experience
Morningstar October 2011 - Present
Mead Johnson Nutrition June 2010 - October 2011
Mead Johnson Nutrition May 2009 - August 2009
Bank of America November 2004 - April 2008
Ernst & Young June 2003 - November 2004
Ernst & Young January 2002 - May 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Equity Research, Treasury, Banking, Due Diligence, Equity Valuation, Investments, Accounting, Asset Managment, Treasury Management, Chartered Financial..., DCF, Bloomberg, Private Equity, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Business Valuation, Alternative Investments, Finance, Competitive Analysis, Asset Management, Morningstar Direct, Utilities, Infrastructure
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
University of Wisconsin-Madison - School of Business 2002 — 2003
MAC
University of Wisconsin-Madison - School of Business 1998 — 2002
BBA
Morningstar October 2011 - Present
Mead Johnson Nutrition June 2010 - October 2011
Mead Johnson Nutrition May 2009 - August 2009
Bank of America November 2004 - April 2008
Ernst & Young June 2003 - November 2004
Ernst & Young January 2002 - May 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Equity Research, Treasury, Banking, Due Diligence, Equity Valuation, Investments, Accounting, Asset Managment, Treasury Management, Chartered Financial..., DCF, Bloomberg, Private Equity, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Business Valuation, Alternative Investments, Finance, Competitive Analysis, Asset Management, Morningstar Direct, Utilities, Infrastructure
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA
University of Wisconsin-Madison - School of Business 2002 — 2003
MAC
University of Wisconsin-Madison - School of Business 1998 — 2002
BBA
Deni (Denise) Gottlieb Deni (Denise) Gottlieb's Morningstar Experience January 1998 - February 2002
Job Multi Talented Creative
Industry Graphic Design
Experience
Pixi Digital Services 2009 - Present
self employed multimedia artist January 2000 - Present
Irv's Luggage February 2012 - June 2013
REI October 2011 - January 2012
StayWell Custom Communications December 2003 - April 2009
Hoyt Publishing Company February 2002 - April 2003
Morningstar January 1998 - February 2002
Skills
Multi-talented,..., Graphic Design/Prepress..., Retail Sales..., Business Owner of three..., Teacher/Instructor of..., A multi-tasking and..., Mutlimedia artist,..., Web, internet, tech,...
Education
Kent State University 1969 — 1973
art
International Academy of Design and Technology-Chicago
certificate, Graphic Design
Pixi Digital Services 2009 - Present
self employed multimedia artist January 2000 - Present
Irv's Luggage February 2012 - June 2013
REI October 2011 - January 2012
StayWell Custom Communications December 2003 - April 2009
Hoyt Publishing Company February 2002 - April 2003
Morningstar January 1998 - February 2002
Skills
Multi-talented,..., Graphic Design/Prepress..., Retail Sales..., Business Owner of three..., Teacher/Instructor of..., A multi-tasking and..., Mutlimedia artist,..., Web, internet, tech,...
Education
Kent State University 1969 — 1973
art
International Academy of Design and Technology-Chicago
certificate, Graphic Design
Lisa Zhong Lisa Zhong's Morningstar Experience October 2011 - May 2014
Job Head of Marketing Research Analytics (Consumer Insight)
Industry Internet
Experience
Groupon June 2015 - Present
Groupon May 2014 - May 2015
Morningstar October 2011 - May 2014
Illinois Business Consulting March 2011 - May 2011
Guy Carpenter & Company January 2011 - March 2011
Tri-Tech Holding Inc February 2010 - May 2010
Hunan University March 2005 - January 2007
Skills
Business Analysis, Industry Research, Management Consulting, Financial Modeling, Corporate Finance, Business Valuation, Market Research, Excel, Project Management, Business Process..., Microsoft Excel, Financial Analysis, Competitive Analysis, Management, Business Strategy, Forecasting, SAS, Analytics, SQL, Marketing Strategy, Data Mining, Marketing
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Science, Finance
Oklahoma State University 2007 — 2009
MBA
Hunan University 2003 — 2007
Bachelor, Economics
Groupon June 2015 - Present
Groupon May 2014 - May 2015
Morningstar October 2011 - May 2014
Illinois Business Consulting March 2011 - May 2011
Guy Carpenter & Company January 2011 - March 2011
Tri-Tech Holding Inc February 2010 - May 2010
Hunan University March 2005 - January 2007
Skills
Business Analysis, Industry Research, Management Consulting, Financial Modeling, Corporate Finance, Business Valuation, Market Research, Excel, Project Management, Business Process..., Microsoft Excel, Financial Analysis, Competitive Analysis, Management, Business Strategy, Forecasting, SAS, Analytics, SQL, Marketing Strategy, Data Mining, Marketing
Education
University of Illinois at Urbana-Champaign 2010 — 2011
Master of Science, Finance
Oklahoma State University 2007 — 2009
MBA
Hunan University 2003 — 2007
Bachelor, Economics
Philip O' Brien, AIF®, CRPS® Philip O' Brien, AIF®, CRPS®'s Morningstar Experience September 2006 - May 2007
Job Regional Sales Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company January 2013 - Present
William Blair & Company July 2011 - December 2012
William Blair and Company July 2009 - July 2011
William Blair and Company June 2007 - August 2009
Morningstar September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company May 2005 - August 2006
Wachovia, A Wells Fargo Company January 2000 - February 2002
Deutsche Asset Management - Kemper Funds September 1997 - December 1999
Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24
Education
Indiana University Bloomington 2003 — 2004
MA
University College Dublin 1993 — 1996
MA. LIT
William Blair & Company January 2013 - Present
William Blair & Company July 2011 - December 2012
William Blair and Company July 2009 - July 2011
William Blair and Company June 2007 - August 2009
Morningstar September 2006 - May 2007
The Ayco Company, L.P., a Goldman Sachs Company May 2005 - August 2006
Wachovia, A Wells Fargo Company January 2000 - February 2002
Deutsche Asset Management - Kemper Funds September 1997 - December 1999
Skills
Sales & Marketing..., Mutual Funds, Alternative Investments, Separately Managed..., Retirement Planning, Sales, Product Management, Series 7, Series 63, Asset Allocation, Series 6, Investments, ETFs, Investment Advisory, Wealth Management, Asset Managment, Uniform Combined State..., Fixed Annuities, 401k, Investment Management, Retirement, DCIO, Asset Management, Series 24
Education
Indiana University Bloomington 2003 — 2004
MA
University College Dublin 1993 — 1996
MA. LIT
Adam Brand Adam Brand's Morningstar Experience May 2011 - August 2011
Job Associate (Mergers & Acquisitions) at Air Liquide America
Industry Financial Services
Experience
Air Liquide America July 2012 - Present
M.A. Wright Fund May 2011 - December 2011
Morningstar May 2011 - August 2011
Lincoln Financial Group August 2006 - August 2009
Lincoln Financial Group 2008 - 2009
Skills
Financial Modeling, Financial Analysis, DCF, Valuation, Investments, Strategic Financial..., Portfolio Management, Bloomberg, Corporate Finance, Equity Research, Equities, Finance, Due Diligence, Asset Managment, Data Analysis, Analysis, Capital IQ, Acquisition Integration, Private Equity, Risk Management, Asset Management, Mergers & Acquisitions, Business Valuation, Competitive Analysis, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA, Finance
Indiana University - Kelley School of Business 2002 — 2006
Minor and Certificate, Business
Indiana University Bloomington 2002 — 2006
BA, Sports Marketing
Episcopal
Air Liquide America July 2012 - Present
M.A. Wright Fund May 2011 - December 2011
Morningstar May 2011 - August 2011
Lincoln Financial Group August 2006 - August 2009
Lincoln Financial Group 2008 - 2009
Skills
Financial Modeling, Financial Analysis, DCF, Valuation, Investments, Strategic Financial..., Portfolio Management, Bloomberg, Corporate Finance, Equity Research, Equities, Finance, Due Diligence, Asset Managment, Data Analysis, Analysis, Capital IQ, Acquisition Integration, Private Equity, Risk Management, Asset Management, Mergers & Acquisitions, Business Valuation, Competitive Analysis, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA, Finance
Indiana University - Kelley School of Business 2002 — 2006
Minor and Certificate, Business
Indiana University Bloomington 2002 — 2006
BA, Sports Marketing
Episcopal
Joshua Kaplan, CSPO's Morningstar Experience July 2007 - January 2009
Job Product Manager at IQNavigator
Industry Information Technology and Services
Experience
IQNavigator March 2015 - Present
IQNavigator October 2014 - March 2015
GCM Grosvenor February 2014 - October 2014
channelIQ September 2012 - February 2014
channelIQ September 2011 - September 2012
channelIQ October 2010 - October 2011
Channel Velocity February 2009 - November 2010
Morningstar July 2007 - January 2009
Careerbuilder.com March 2006 - May 2007
The Indianapolis Star October 2005 - February 2006
Skills
Project Management, Product Owner, Scrum, Agile Project Management, Product Development, Software Project..., SDLC, E-commerce, Salesforce.com, Product Management, Account Management, Social Media, Sales Process, Web Design, Online Advertising, SaaS, Marketing Strategy, Leadership, Marketing, Email Marketing, Agile Methodologies
Education
Indiana University - Kelley School of Business 2001 — 2005
Minor, Marketing
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Marketing
IQNavigator March 2015 - Present
IQNavigator October 2014 - March 2015
GCM Grosvenor February 2014 - October 2014
channelIQ September 2012 - February 2014
channelIQ September 2011 - September 2012
channelIQ October 2010 - October 2011
Channel Velocity February 2009 - November 2010
Morningstar July 2007 - January 2009
Careerbuilder.com March 2006 - May 2007
The Indianapolis Star October 2005 - February 2006
Skills
Project Management, Product Owner, Scrum, Agile Project Management, Product Development, Software Project..., SDLC, E-commerce, Salesforce.com, Product Management, Account Management, Social Media, Sales Process, Web Design, Online Advertising, SaaS, Marketing Strategy, Leadership, Marketing, Email Marketing, Agile Methodologies
Education
Indiana University - Kelley School of Business 2001 — 2005
Minor, Marketing
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Marketing
Tanveer Ansari's Morningstar Experience March 2007 - November 2007
Job
Industry Financial Services
Experience
Consolidated Trading November 2009 - February 2015
Gamma Trading May 2008 - November 2009
Morningstar March 2007 - November 2007
ShopLocal 2005 - 2006
Computer Sciences Corporation 2003 - 2004
Max Ateev 2000 - 2003
Skills
Options, Software Development, Financial Modeling, Derivatives, Trading Systems, SQL, Time Series Analysis, Equities, C#, Fixed Income, Trading, Commodity, Quantitative Finance, Electronic Trading, Financial Markets, VBA, Investments, Trading Strategies, Proprietary Trading, Quantitative Analytics, Capital Markets, Market Risk, Econometrics, Equity Trading, Automation, Computational Finance, Bayesian inference, C++, Equity Derivatives, Java, Software Project..., R, Python
Education
Illinois Institute of Technology 2006 — 2008
MS
Manipal University 1994 — 1999
B.E.
Modern School 1987 — 1992
Consolidated Trading November 2009 - February 2015
Gamma Trading May 2008 - November 2009
Morningstar March 2007 - November 2007
ShopLocal 2005 - 2006
Computer Sciences Corporation 2003 - 2004
Max Ateev 2000 - 2003
Skills
Options, Software Development, Financial Modeling, Derivatives, Trading Systems, SQL, Time Series Analysis, Equities, C#, Fixed Income, Trading, Commodity, Quantitative Finance, Electronic Trading, Financial Markets, VBA, Investments, Trading Strategies, Proprietary Trading, Quantitative Analytics, Capital Markets, Market Risk, Econometrics, Equity Trading, Automation, Computational Finance, Bayesian inference, C++, Equity Derivatives, Java, Software Project..., R, Python
Education
Illinois Institute of Technology 2006 — 2008
MS
Manipal University 1994 — 1999
B.E.
Modern School 1987 — 1992
Michael Holt's Morningstar Experience 2014 - Present
Job
Industry Financial Services
Experience
Morningstar 2014 - Present
Morningstar 2012 - 2014
Morningstar 2012 - 2012
Morningstar 2009 - 2012
Morningstar 2008 - 2009
MMA Financial 2007 - 2008
CS STARS 2002 - 2007
Gibson and Associates 2001 - 2002
Skills
Portfolio Management, Analysis, Equity Research, Valuation, Equities, Financial Modeling, Morningstar Direct, Asset Allocation, Investments, Investment Management, Equity Valuation, Bloomberg, Asset Management, Capital Markets
Education
Indiana University Bloomington
BS, Business
The University of Chicago - Booth School of Business
MBA
Morningstar 2014 - Present
Morningstar 2012 - 2014
Morningstar 2012 - 2012
Morningstar 2009 - 2012
Morningstar 2008 - 2009
MMA Financial 2007 - 2008
CS STARS 2002 - 2007
Gibson and Associates 2001 - 2002
Skills
Portfolio Management, Analysis, Equity Research, Valuation, Equities, Financial Modeling, Morningstar Direct, Asset Allocation, Investments, Investment Management, Equity Valuation, Bloomberg, Asset Management, Capital Markets
Education
Indiana University Bloomington
BS, Business
The University of Chicago - Booth School of Business
MBA
Kristen R. Stenglein's Morningstar Experience August 2012 - Present
Job Senior Technology Project Manager
Industry Computer Software
Experience
Morningstar August 2012 - Present
PEAK6 Investments LP January 2009 - August 2012
Final Finish Properties July 2008 - January 2009
Endeavor Information Systems, Inc., Division of Reed Elsevier February 2005 - January 2007
JGSullivan Interactive 2001 - 2003
Endeavor Information Systems, Inc 1994 - 2000
Education
Illinois Institute of Technology
M.S., Technical Communication and Information Design
Marquette University
B.A., Writing-intensive English
Morningstar August 2012 - Present
PEAK6 Investments LP January 2009 - August 2012
Final Finish Properties July 2008 - January 2009
Endeavor Information Systems, Inc., Division of Reed Elsevier February 2005 - January 2007
JGSullivan Interactive 2001 - 2003
Endeavor Information Systems, Inc 1994 - 2000
Education
Illinois Institute of Technology
M.S., Technical Communication and Information Design
Marquette University
B.A., Writing-intensive English
Mike Mackey's Morningstar Experience January 2014 - Present
Job VP, Morningstar Investment Management at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Education
Illinois State University
Morningstar January 2014 - Present
Education
Illinois State University
Jason Holmes's Morningstar Experience February 2014 - July 2015
Job Director of Corporate Accounting at Hyatt Hotels Corporation
Industry Accounting
Experience
Hyatt Hotels Corporation August 2015 - Present
Morningstar February 2014 - July 2015
Morningstar November 2012 - February 2014
Morningstar August 2009 - November 2012
Morningstar December 2007 - August 2009
Grant Thornton 2004 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, Morningstar, Mutual Funds, Performance Attribution, Strategic Financial..., Financial Statements, Internal Audit, Asset Managment, Corporate Finance, Portfolio Management, Asset Management
Education
Indiana University Bloomington 2003 — 2004
Master's degree, Accounting
Indiana University Bloomington 1999 — 2004
Bachelor of Arts (B.A.), English
Hyatt Hotels Corporation August 2015 - Present
Morningstar February 2014 - July 2015
Morningstar November 2012 - February 2014
Morningstar August 2009 - November 2012
Morningstar December 2007 - August 2009
Grant Thornton 2004 - 2007
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Auditing, Morningstar, Mutual Funds, Performance Attribution, Strategic Financial..., Financial Statements, Internal Audit, Asset Managment, Corporate Finance, Portfolio Management, Asset Management
Education
Indiana University Bloomington 2003 — 2004
Master's degree, Accounting
Indiana University Bloomington 1999 — 2004
Bachelor of Arts (B.A.), English
Janley Abadi's Morningstar Experience 2005 - 2006
Job Business System Consultant
Industry Hospitality
Experience
Healthcare Services Corporation 2006 - 2009
Morningstar 2005 - 2006
Cardinal Health 1999 - 2005
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, Visio, Business Intelligence, Vendor Management, Project Management, Integration, Program Management
Education
Indiana University Bloomington 1998 — 2000
Healthcare Services Corporation 2006 - 2009
Morningstar 2005 - 2006
Cardinal Health 1999 - 2005
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, Visio, Business Intelligence, Vendor Management, Project Management, Integration, Program Management
Education
Indiana University Bloomington 1998 — 2000
Chris Van Camp, PMP, ITIL's Morningstar Experience August 2008 - August 2009
Job Senior Project Manager at BMO Harris
Industry Financial Services
Experience
BMO Harris Bank December 2014 - Present
SunGard Financial Systems April 2013 - December 2014
JP Morgan Chase August 2012 - April 2013
Branephlip, LLC August 2009 - August 2012
Morningstar August 2008 - August 2009
Morningstar September 2006 - August 2008
ING January 2001 - June 2006
Skills
Project Management, Visio, MS Project, Microsoft Office, Training, JavaScript, Quality Center, Human Factors - Science..., Ibbotson Advanced Risk..., Microsoft Project, Visual Source Safe, Rational Requisite Pro, Mercury Quick Test Pro, Mercury Test Director, PVCS Tracker, Quickbase, HTML, Series 6, ITIL v3 Foundations..., Microsoft Project Server, SDLC, Business Analysis
Education
Illinois State University 1991 — 1995
Bachelor's Degree, Health Science
BMO Harris Bank December 2014 - Present
SunGard Financial Systems April 2013 - December 2014
JP Morgan Chase August 2012 - April 2013
Branephlip, LLC August 2009 - August 2012
Morningstar August 2008 - August 2009
Morningstar September 2006 - August 2008
ING January 2001 - June 2006
Skills
Project Management, Visio, MS Project, Microsoft Office, Training, JavaScript, Quality Center, Human Factors - Science..., Ibbotson Advanced Risk..., Microsoft Project, Visual Source Safe, Rational Requisite Pro, Mercury Quick Test Pro, Mercury Test Director, PVCS Tracker, Quickbase, HTML, Series 6, ITIL v3 Foundations..., Microsoft Project Server, SDLC, Business Analysis
Education
Illinois State University 1991 — 1995
Bachelor's Degree, Health Science
Chaitra Padsalgi's Morningstar Experience December 2007 - May 2008
Job William Blair & Co.
Industry Investment Management
Experience
William Blair & Company March 2015 - Present
Peak6 Investments, L.P. A financial investment institution July 2008 - November 2014
MorningStar December 2007 - May 2008
Skills
Software Development, C#, SQL, SDLC, SSRS, ETL, SSIS, Trading, Options, Equities, Equity Derivatives, Back Office, Compliance, Programming, Reporting Systems, Financial Markets, Front Office, Trading Systems, Microsoft Office, Mentoring Of Staff, Requirements Analysis
Education
Illinois Institute of Technology 2007 — 2008
Master of Science, Computer Science, 4.0 / 4.0 GPA
Shivaji University, Walchand Institute of Technology, 2001 — 2005
Bachelor of Engineering, Information Technology, B.E. with Distinction
William Blair & Company March 2015 - Present
Peak6 Investments, L.P. A financial investment institution July 2008 - November 2014
MorningStar December 2007 - May 2008
Skills
Software Development, C#, SQL, SDLC, SSRS, ETL, SSIS, Trading, Options, Equities, Equity Derivatives, Back Office, Compliance, Programming, Reporting Systems, Financial Markets, Front Office, Trading Systems, Microsoft Office, Mentoring Of Staff, Requirements Analysis
Education
Illinois Institute of Technology 2007 — 2008
Master of Science, Computer Science, 4.0 / 4.0 GPA
Shivaji University, Walchand Institute of Technology, 2001 — 2005
Bachelor of Engineering, Information Technology, B.E. with Distinction
Carolyn Wilbon's Morningstar Experience May 2012 - Present
Job Project Manager at Morningstar
Industry Management Consulting
Experience
Morningstar May 2012 - Present
Morningstar December 2007 - May 2012
Hewitt Associates 2005 - 2007
Hewitt Associates October 2003 - October 2004
Skills
SDLC, User Acceptance Testing, Business Analysis, Quality Assurance, Requirements Analysis, SQL, Requirements Gathering, Process Improvement, Software Project..., Project Management, Business Process..., Analysis, Financial Services
Education
Illinois State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Morningstar May 2012 - Present
Morningstar December 2007 - May 2012
Hewitt Associates 2005 - 2007
Hewitt Associates October 2003 - October 2004
Skills
SDLC, User Acceptance Testing, Business Analysis, Quality Assurance, Requirements Analysis, SQL, Requirements Gathering, Process Improvement, Software Project..., Project Management, Business Process..., Analysis, Financial Services
Education
Illinois State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Colleen Gregorio's Morningstar Experience 2000 - Present
Job Account Executive Online Ad Sales at Morningstar Inc
Industry Marketing and Advertising
Experience
Morningstar Inc November 2000 - Present
Morningstar 2000 - Present
Education
Illinois State University 1990 — 1994
Morningstar Inc November 2000 - Present
Morningstar 2000 - Present
Education
Illinois State University 1990 — 1994
Dan McNeela, CFA's Morningstar Experience September 2006 - Present
Job Investment Consultant at Morningstar
Industry Investment Management
Experience
Morningstar September 2006 - Present
Morningstar Associates, LLC 2006 - Present
Morningstar January 2006 - September 2006
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Indiana University Bloomington 1983 — 1987
B.S., Finance
Morningstar September 2006 - Present
Morningstar Associates, LLC 2006 - Present
Morningstar January 2006 - September 2006
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA
Indiana University Bloomington 1983 — 1987
B.S., Finance
Bill Bietsch's Morningstar Experience 1991 - 1999
Job Starcom Mediavest Group
Industry Marketing and Advertising
Experience
Starcom Mediavest Group April 2008 - Present
Temple Sholom August 2013 - May 2014
Leo Burnett Worldwide December 2003 - March 2008
Bet Sefer Magen, Tel Aviv, Israel 1999 - 2003
Morningstar 1991 - 1999
Skills
Social Media, Event Planning, Marketing Communications, Integrated Marketing, Social Media Marketing, Advertising, Public Relations, Event Management, Press Releases, Digital Marketing, Corporate Communications, Marketing Strategy, Media Relations, Online Advertising, Marketing, Strategic Communications, Strategic Planning, Social Networking, Email Marketing, Online Marketing, Digital Strategy, Marketing Research, Copywriting
Education
Spertus Institute of Jewish Studies 2011 — 2014
MA Jewish Professional Studies, Jewish/Judaic Studies
University of Liverpool 1999 — 2002
Masters, Applied Linguistics
Illinois State University 1986 — 1990
Bachelor of Science (BS), Design and Applied Arts
Starcom Mediavest Group April 2008 - Present
Temple Sholom August 2013 - May 2014
Leo Burnett Worldwide December 2003 - March 2008
Bet Sefer Magen, Tel Aviv, Israel 1999 - 2003
Morningstar 1991 - 1999
Skills
Social Media, Event Planning, Marketing Communications, Integrated Marketing, Social Media Marketing, Advertising, Public Relations, Event Management, Press Releases, Digital Marketing, Corporate Communications, Marketing Strategy, Media Relations, Online Advertising, Marketing, Strategic Communications, Strategic Planning, Social Networking, Email Marketing, Online Marketing, Digital Strategy, Marketing Research, Copywriting
Education
Spertus Institute of Jewish Studies 2011 — 2014
MA Jewish Professional Studies, Jewish/Judaic Studies
University of Liverpool 1999 — 2002
Masters, Applied Linguistics
Illinois State University 1986 — 1990
Bachelor of Science (BS), Design and Applied Arts
Bradley Weller's Morningstar Experience November 2011 - Present
Job Frontend Developer at Morningstar
Industry Financial Services
Experience
Morningstar November 2011 - Present
Chicago Technical Consulting December 2007 - Present
Greater Chicago Food Depository November 2008 - October 2011
AmerisourceBergen Technology Group/AutoMed April 2006 - November 2008
Aon Consulting August 2003 - March 2006
Skills
SQL, C#, XML, ASP.NET, Microsoft SQL Server, .NET, Project Management, Databases, Visio, SharePoint, Testing, Microsoft Excel, VB.NET, Integration, Visual Basic, Software Documentation, Oracle, Access, JavaScript
Education
Illinois State University 1998 — 2003
Bachelor of Science, Technology
Deerfield High School
Morningstar November 2011 - Present
Chicago Technical Consulting December 2007 - Present
Greater Chicago Food Depository November 2008 - October 2011
AmerisourceBergen Technology Group/AutoMed April 2006 - November 2008
Aon Consulting August 2003 - March 2006
Skills
SQL, C#, XML, ASP.NET, Microsoft SQL Server, .NET, Project Management, Databases, Visio, SharePoint, Testing, Microsoft Excel, VB.NET, Integration, Visual Basic, Software Documentation, Oracle, Access, JavaScript
Education
Illinois State University 1998 — 2003
Bachelor of Science, Technology
Deerfield High School
Abishek Yadav's Morningstar Experience February 2013 - May 2015
Job Senior Software Engineer
Industry Information Technology and Services
Experience
ED&F Man June 2015 - Present
Morningstar February 2013 - May 2015
Morningstar August 2012 - February 2013
Morningstar February 2011 - August 2012
Morningstar February 2010 - April 2011
Computer Brain, Inc September 2008 - March 2010
Simuality, L.L.C. September 2007 - August 2008
Skills
.NET, C#, XSLT, Microsoft SQL Server, XML, MVC, PDFLib, SOAP, ASP.NET MVC, Agile Methodologies, WCF, LINQ, Scrum, SOA, Morningstar Direct, PHP, ASP.NET, Web Services, Databases, Software Development, Web Applications, SQL, SDLC
Education
Illinois Institute of Technology 2006 — 2009
MS, Information Technology and Management
Maharshi Dayanand University 2002 — 2006
B.E., Information Technology
D.A.V. Public School 2000 — 2002
High School
OLF Convent School 1988 — 2000
ED&F Man June 2015 - Present
Morningstar February 2013 - May 2015
Morningstar August 2012 - February 2013
Morningstar February 2011 - August 2012
Morningstar February 2010 - April 2011
Computer Brain, Inc September 2008 - March 2010
Simuality, L.L.C. September 2007 - August 2008
Skills
.NET, C#, XSLT, Microsoft SQL Server, XML, MVC, PDFLib, SOAP, ASP.NET MVC, Agile Methodologies, WCF, LINQ, Scrum, SOA, Morningstar Direct, PHP, ASP.NET, Web Services, Databases, Software Development, Web Applications, SQL, SDLC
Education
Illinois Institute of Technology 2006 — 2009
MS, Information Technology and Management
Maharshi Dayanand University 2002 — 2006
B.E., Information Technology
D.A.V. Public School 2000 — 2002
High School
OLF Convent School 1988 — 2000
John Cidulka's Morningstar Experience November 2001 - December 2007
Job CEO at AwardSpring
Industry Information Technology and Services
Experience
AwardSpring January 2015 - Present
Cappex.com January 2013 - December 2014
ValueClick August 2011 - January 2013
Dotomi June 2008 - January 2013
Sears Holdings Corporation January 2008 - June 2008
Morningstar November 2001 - December 2007
D7 Consulting May 2000 - November 2001
Morningstar November 1999 - May 2000
Rapp Collins Worldwide February 1996 - October 1999
Bernard Hodes Group June 1992 - February 1996
Skills
Digital Marketing, Interactive Marketing
Education
Indiana University Bloomington 1986 — 1991
AwardSpring January 2015 - Present
Cappex.com January 2013 - December 2014
ValueClick August 2011 - January 2013
Dotomi June 2008 - January 2013
Sears Holdings Corporation January 2008 - June 2008
Morningstar November 2001 - December 2007
D7 Consulting May 2000 - November 2001
Morningstar November 1999 - May 2000
Rapp Collins Worldwide February 1996 - October 1999
Bernard Hodes Group June 1992 - February 1996
Skills
Digital Marketing, Interactive Marketing
Education
Indiana University Bloomington 1986 — 1991
Steve Novak's Morningstar Experience March 2008 - Present
Job Senior Vice President, Advisor Software at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar March 2008 - Present
First Franklin, A subsidiary of Merrill Lynch August 2003 - November 2007
First Franklin Financial 2003 - 2007
Washington Mutual 1992 - 2003
Skills
Consultative Selling, Sales Management, Executive Management, New Business Development, Solution Selling, Sales, Strategy, Sales Process, Coaching, Financial Services, Selling, Relationship Management, Leadership, Business Development, Team Building, Product Management, Portfolio Management, Mutual Funds, Business Strategy, CRM, Investments, Direct Sales, Salesforce.com, Finance, SaaS, Strategic Partnerships, Morningstar Direct, Competitive Analysis
Education
Illinois State University 1987 — 1991
Bs, Economics
Morningstar March 2008 - Present
First Franklin, A subsidiary of Merrill Lynch August 2003 - November 2007
First Franklin Financial 2003 - 2007
Washington Mutual 1992 - 2003
Skills
Consultative Selling, Sales Management, Executive Management, New Business Development, Solution Selling, Sales, Strategy, Sales Process, Coaching, Financial Services, Selling, Relationship Management, Leadership, Business Development, Team Building, Product Management, Portfolio Management, Mutual Funds, Business Strategy, CRM, Investments, Direct Sales, Salesforce.com, Finance, SaaS, Strategic Partnerships, Morningstar Direct, Competitive Analysis
Education
Illinois State University 1987 — 1991
Bs, Economics
Dilani Galagedara's Morningstar Experience June 2015 - Present
Job Technical Manager at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Bank of America April 2006 - June 2015
Nokia March 2003 - April 2006
Alcatel-Lucent April 2002 - October 2002
Motorola Solutions August 1999 - March 2002
Skills
Business Analysis, SDLC, Software Project..., SQL, Agile Methodologies, Requirements Analysis, Derivatives, Fixed Income, Trading Systems, Software Development, JUnit, OOP, Design Patterns, Reference Data, Continuous Integration, Java, Information Security, Bond Markets, JMS, WebLogic
Education
Illinois Institute of Technology 1998 — 1999
Master of Science (M.Sc.), Electrical and Computer Engineering, 4.0
University of Moratuwa 1994 — 1998
BS, Computer Science & Engineering, 3.78
Morningstar June 2015 - Present
Bank of America April 2006 - June 2015
Nokia March 2003 - April 2006
Alcatel-Lucent April 2002 - October 2002
Motorola Solutions August 1999 - March 2002
Skills
Business Analysis, SDLC, Software Project..., SQL, Agile Methodologies, Requirements Analysis, Derivatives, Fixed Income, Trading Systems, Software Development, JUnit, OOP, Design Patterns, Reference Data, Continuous Integration, Java, Information Security, Bond Markets, JMS, WebLogic
Education
Illinois Institute of Technology 1998 — 1999
Master of Science (M.Sc.), Electrical and Computer Engineering, 4.0
University of Moratuwa 1994 — 1998
BS, Computer Science & Engineering, 3.78
Sarah Liakos's Morningstar Experience September 2008 - May 2009
Job Vice President | Operations at Wagner Property Group, LLC
Industry Health, Wellness and Fitness
Experience
Wagner Property Group, LLC May 2014 - Present
The Whole Connection Sarah's Boot Camp May 2009 - Present
Encore Real Estate Development, LLC October 2009 - April 2014
Morningstar September 2008 - May 2009
Lady of America Trinity January 2006 - April 2007
lululemon athletica 2003 - 2006
Education
Indiana University Bloomington 2000 — 2004
BS, Exercise Science & Fitness Specialist
Wagner Property Group, LLC May 2014 - Present
The Whole Connection Sarah's Boot Camp May 2009 - Present
Encore Real Estate Development, LLC October 2009 - April 2014
Morningstar September 2008 - May 2009
Lady of America Trinity January 2006 - April 2007
lululemon athletica 2003 - 2006
Education
Indiana University Bloomington 2000 — 2004
BS, Exercise Science & Fitness Specialist
Anton Varshavskiy's Morningstar Experience 2005 - Present
Job Application Developer Intern at Morningstar, Inc
Industry Computer Software
Experience
Morningstar 2005 - Present
Education
Illinois Institute of Technology 2004 — 2008
Morningstar 2005 - Present
Education
Illinois Institute of Technology 2004 — 2008
Michael Genovese's Morningstar Experience January 2008 - March 2011
Job Strategic Institutional Investment Data, Technology, SaaS, Analytics, and Institutional Market Intelligence
Industry Financial Services
Experience
eVestment April 2014 - Present
eVestment Alliance March 2011 - April 2014
Morningstar January 2008 - March 2011
Morningstar March 2006 - January 2008
Ibbotson Associates June 2005 - March 2006
Skills
Institutional Investors, Asset Allocation, Institutional..., Investments, Mutual Funds, Alternative Investments, Strategy, Portfolio Management, Asset Management, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Equities, Investment Advisory, Due Diligence
Education
Indiana University Bloomington 1998 — 2002
eVestment April 2014 - Present
eVestment Alliance March 2011 - April 2014
Morningstar January 2008 - March 2011
Morningstar March 2006 - January 2008
Ibbotson Associates June 2005 - March 2006
Skills
Institutional Investors, Asset Allocation, Institutional..., Investments, Mutual Funds, Alternative Investments, Strategy, Portfolio Management, Asset Management, Investment Management, Investment Strategies, Hedge Funds, Financial Services, Equities, Investment Advisory, Due Diligence
Education
Indiana University Bloomington 1998 — 2002
Adam Herakovich's Morningstar Experience 1999 - 2008
Job Regional Director at Morningstar Investment Services
Industry Investment Management
Experience
Morningstar Investment Services January 2004 - Present
Morningstar 1999 - 2008
Morningstar, Inc. January 2001 - January 2005
Central Steel & Wire Co. 1996 - 1998
Skills
Asset Allocation, Asset Management, Mutual Funds, Investments, Sales, Wealth Management, Equities, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1992 — 1996
Munster High School
Munster High School
Morningstar Investment Services January 2004 - Present
Morningstar 1999 - 2008
Morningstar, Inc. January 2001 - January 2005
Central Steel & Wire Co. 1996 - 1998
Skills
Asset Allocation, Asset Management, Mutual Funds, Investments, Sales, Wealth Management, Equities, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1992 — 1996
Munster High School
Munster High School
Jingsong Ou's Morningstar Experience December 1999 - May 2007
Job Database Architect at Infogix, Inc.
Industry Information Services
Experience
Infogix, Inc. November 2013 - Present
Protiviti May 2007 - November 2013
Morningstar December 1999 - May 2007
Doody Publishing October 1998 - December 1999
Medirisk Inc July 1997 - August 1998
Skills
Microsoft SQL Server, C#, SQL, LINQ, ASP.NET, Web API, Javascript, HTML, XML, CSS, Visual Basic, VBA, Entity Framework, TFS, BI, JavaScript, Agile Methodologies, .NET, SSRS, Visual Studio, VB.NET, Web Services, Web Applications, Data Warehousing, Databases, ASP, Analysis Services, SOAP, SSIS, ETL, Relational Databases, Stored Procedures, T-SQL, ASP.NET MVC, Performance Tuning, Database Design, Disaster Recovery, SOA, WCF, Scrum, Software Development, SDLC, REST
Education
Illinois Institute of Technology 1996 — 1998
MS, CS
Infogix, Inc. November 2013 - Present
Protiviti May 2007 - November 2013
Morningstar December 1999 - May 2007
Doody Publishing October 1998 - December 1999
Medirisk Inc July 1997 - August 1998
Skills
Microsoft SQL Server, C#, SQL, LINQ, ASP.NET, Web API, Javascript, HTML, XML, CSS, Visual Basic, VBA, Entity Framework, TFS, BI, JavaScript, Agile Methodologies, .NET, SSRS, Visual Studio, VB.NET, Web Services, Web Applications, Data Warehousing, Databases, ASP, Analysis Services, SOAP, SSIS, ETL, Relational Databases, Stored Procedures, T-SQL, ASP.NET MVC, Performance Tuning, Database Design, Disaster Recovery, SOA, WCF, Scrum, Software Development, SDLC, REST
Education
Illinois Institute of Technology 1996 — 1998
MS, CS
Tao Huang's Morningstar Experience September 2000 - January 2011
Job Board Member at Armstrong World Industries
Industry Building Materials
Experience
Principal Mutual Fund March 2012 - Present
Range Light LLc. January 2012 - Present
Armstrong World Industries May 2010 - Present
Morningstar September 2000 - January 2011
morningstar 1990 - January 2011
morningstar 1998 - 2000
Skills
Business Strategy, Mergers, Strategic Planning, Financial Modeling, Investments, Software Development, Integration, Project Management, Program Management, Change Management, Process Improvement, Fixed Income, Financial Analysis, Entrepreneurship, Portfolio Management, Morningstar Direct, Mergers & Acquisitions, Management, Business Analysis, Start-ups, Product Development, Risk Management, Strategy
Education
University of Chicago 1997 — 1999
Master of Business Administration (MBA), General Management
Marquette University 1988 — 1990
MS, Computer Science
Hunan University 1979 — 1983
BA, Computer Science
Principal Mutual Fund March 2012 - Present
Range Light LLc. January 2012 - Present
Armstrong World Industries May 2010 - Present
Morningstar September 2000 - January 2011
morningstar 1990 - January 2011
morningstar 1998 - 2000
Skills
Business Strategy, Mergers, Strategic Planning, Financial Modeling, Investments, Software Development, Integration, Project Management, Program Management, Change Management, Process Improvement, Fixed Income, Financial Analysis, Entrepreneurship, Portfolio Management, Morningstar Direct, Mergers & Acquisitions, Management, Business Analysis, Start-ups, Product Development, Risk Management, Strategy
Education
University of Chicago 1997 — 1999
Master of Business Administration (MBA), General Management
Marquette University 1988 — 1990
MS, Computer Science
Hunan University 1979 — 1983
BA, Computer Science
Parvathy Shivaramakrishnan, CFA's Morningstar Experience 2004 - 2007
Job Risk Analysis Director at Freddie Mac
Industry Financial Services
Experience
Freddie Mac September 2011 - Present
Freddie Mac September 2009 - September 2011
Investors Resource August 2007 - July 2008
Morningstar 2004 - 2007
Morningstar May 1999 - August 2004
Skills
Equities, Strategic Financial..., Financial Risk, Financial Modeling, Valuation, Portfolio Management, Asset Management, Capital Markets, Investments, Derivatives, Quantitative Analytics, Financial Analysis, Risk Management
Education
Indian Institute of Management, Calcutta 1988 — 1990
Master of Business Administration (MBA), Finance, Systems
University of Mumbai
B.S., Statistics
Freddie Mac September 2011 - Present
Freddie Mac September 2009 - September 2011
Investors Resource August 2007 - July 2008
Morningstar 2004 - 2007
Morningstar May 1999 - August 2004
Skills
Equities, Strategic Financial..., Financial Risk, Financial Modeling, Valuation, Portfolio Management, Asset Management, Capital Markets, Investments, Derivatives, Quantitative Analytics, Financial Analysis, Risk Management
Education
Indian Institute of Management, Calcutta 1988 — 1990
Master of Business Administration (MBA), Finance, Systems
University of Mumbai
B.S., Statistics
Mat Mahboob's Morningstar Experience October 2011 - Present
Job Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2011 - Present
RBC Dexia Investor Services 2006 - 2011
Education
Chartered Alternative Investment Analyst Association 2007 — 2008
CAIA, Alternative Investments
CFA Insitute 2002 — 2004
CFA, Investment Management
Ivey Business School at Western University 2001 — 2003
MBA, Finance
Morningstar October 2011 - Present
RBC Dexia Investor Services 2006 - 2011
Education
Chartered Alternative Investment Analyst Association 2007 — 2008
CAIA, Alternative Investments
CFA Insitute 2002 — 2004
CFA, Investment Management
Ivey Business School at Western University 2001 — 2003
MBA, Finance
Cathi Rezy's Morningstar Experience February 1998 - May 2013
Job Real Estate Associate and Stager
Industry Real Estate
Experience
Exit Strategy Realty October 2014 - Present
Up Stage Staging, LLC April 2014 - Present
Midnight Machete Clothing, Inc. October 2009 - Present
Morningstar February 1998 - May 2013
NCR Corporation September 1995 - February 1998
Skills
Real Estate, Strategy, Entrepreneurship, Negotiation, Strategic Planning, Business Development, Interior Design, Marketing Strategy, Leadership, Talent Management, Employee Relations, Human Resources
Education
Indiana University Bloomington
Bachelor, Finance
University of Illinois at Urbana-Champaign
Masters, ILIR
Exit Strategy Realty October 2014 - Present
Up Stage Staging, LLC April 2014 - Present
Midnight Machete Clothing, Inc. October 2009 - Present
Morningstar February 1998 - May 2013
NCR Corporation September 1995 - February 1998
Skills
Real Estate, Strategy, Entrepreneurship, Negotiation, Strategic Planning, Business Development, Interior Design, Marketing Strategy, Leadership, Talent Management, Employee Relations, Human Resources
Education
Indiana University Bloomington
Bachelor, Finance
University of Illinois at Urbana-Champaign
Masters, ILIR
Jason Wang's Morningstar Experience May 2007 - August 2007
Job Associate at Morgan Stanley Real Estate Investing
Industry Real Estate
Experience
Morgan Stanley June 2014 - Present
Canyon Capital October 2010 - March 2013
Pyramid Advisors June 2009 - October 2010
Lehman Brothers June 2008 - August 2008
Morningstar May 2007 - August 2007
Morningstar April 2006 - December 2006
Skills
Real Estate Private..., Real Estate Acquisitions, Deal Execution, Real Estate Development, Recapitalizations, Real Estate Financing, Distressed Debt, Mandarin, Hospitality Finance, Deal Structures
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies
INSEAD 2015 — 2015
Wharton Exchange
Northwestern University - Kellogg School of Management 2007 — 2009
Certificate in Financial Economics, Financial Economics
Northwestern University 2005 — 2009
BA, Economcs, Mathematics (MMSS)
Morgan Stanley June 2014 - Present
Canyon Capital October 2010 - March 2013
Pyramid Advisors June 2009 - October 2010
Lehman Brothers June 2008 - August 2008
Morningstar May 2007 - August 2007
Morningstar April 2006 - December 2006
Skills
Real Estate Private..., Real Estate Acquisitions, Deal Execution, Real Estate Development, Recapitalizations, Real Estate Financing, Distressed Debt, Mandarin, Hospitality Finance, Deal Structures
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies
INSEAD 2015 — 2015
Wharton Exchange
Northwestern University - Kellogg School of Management 2007 — 2009
Certificate in Financial Economics, Financial Economics
Northwestern University 2005 — 2009
BA, Economcs, Mathematics (MMSS)
Joscelynn Tomaw's Morningstar Experience June 2007 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morningstar June 2007 - October 2007
Smith Barney January 2007 - April 2007
Hub International May 2005 - December 2006
Willkie Residence Center 2002 - 2003
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2008
MBA, Finance, Economics
Indiana University Bloomington 1999 — 2004
BA, Economics, Political Science
Morningstar June 2007 - October 2007
Smith Barney January 2007 - April 2007
Hub International May 2005 - December 2006
Willkie Residence Center 2002 - 2003
Education
Quinlan School of Business, Loyola University Chicago 2005 — 2008
MBA, Finance, Economics
Indiana University Bloomington 1999 — 2004
BA, Economics, Political Science
Joseph Falkenberg's Morningstar Experience January 2015 - Present
Job Regional Sales Director at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar April 2014 - Present
Morningstar April 2006 - March 2014
Ibbotson Associates 2004 - 2006
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Asset Allocation, Salesforce.com, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Investment Management, Equities, Investment Strategies, Wealth Management, Business Development
Education
Indiana University
Morningstar January 2015 - Present
Morningstar April 2014 - Present
Morningstar April 2006 - March 2014
Ibbotson Associates 2004 - 2006
Skills
Mutual Funds, Relationship Management, Investments, Financial Services, Asset Allocation, Salesforce.com, Portfolio Management, Investment Advisory, Alternative Investments, Asset Management, Investment Management, Equities, Investment Strategies, Wealth Management, Business Development
Education
Indiana University
Komal Dutta's Morningstar Experience July 2004 - November 2006
Job Sr. Software Engineer at Siemens Healthcare
Industry Medical Devices
Experience
Siemens Healthcare August 2010 - Present
ASA July 2010 - July 2010
Bosch Rexroth November 2006 - June 2010
morningstar July 2004 - November 2006
Skills
SQL, Windows, Visual Basic, Microsoft SQL Server, Test Automation, JavaScript, C, C#, XML, Web Applications, Software Development, C++, Java, HTML, CSS, Databases, ASP, AJAX, Algorithms, VBScript
Education
Indiana State University 2002 — 2004
Masters, Electronic and Computer Technology
Institute of engineering 1996 — 2000
Engineering
Siemens Healthcare August 2010 - Present
ASA July 2010 - July 2010
Bosch Rexroth November 2006 - June 2010
morningstar July 2004 - November 2006
Skills
SQL, Windows, Visual Basic, Microsoft SQL Server, Test Automation, JavaScript, C, C#, XML, Web Applications, Software Development, C++, Java, HTML, CSS, Databases, ASP, AJAX, Algorithms, VBScript
Education
Indiana State University 2002 — 2004
Masters, Electronic and Computer Technology
Institute of engineering 1996 — 2000
Engineering
Yuying Pan's Morningstar Experience February 2006 - Present
Job senior developer at Morningstar
Industry Financial Services
Experience
Morningstar February 2006 - Present
Skills
Quantitative Finance, SOA, Microsoft SQL Server, Morningstar Direct, SQL, JavaScript, Software Development, Java, Agile Methodologies, Software Project..., Bloomberg
Education
Beijing No 4 High School
Illinois Institute of Technology
Master of Science (MS), Computer Science
National University of Singapore
Morningstar February 2006 - Present
Skills
Quantitative Finance, SOA, Microsoft SQL Server, Morningstar Direct, SQL, JavaScript, Software Development, Java, Agile Methodologies, Software Project..., Bloomberg
Education
Beijing No 4 High School
Illinois Institute of Technology
Master of Science (MS), Computer Science
National University of Singapore
Jiasheng (Jansen) Wu's Morningstar Experience September 2013 - July 2015
Job Senior Credit Policy and Risk Analyst at HSBC
Industry Financial Services
Experience
HSBC July 2015 - Present
Morningstar September 2013 - July 2015
Morningstar September 2010 - September 2013
Ibbotson Associates January 2010 - May 2010
Stuart Investment August 2008 - December 2009
Ever Bright Futures Co. Ltd February 2008 - June 2008
Skills
VBA, Asset Allocation, Investment Management, Microsoft Office, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Fixed Income, Derivatives, Equities, Monte Carlo Simulation, Mutual Funds, Investment Strategies, Trading, SQL, Performance Reporting
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 2008 — 2010
Master of Science, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics; Banking and International Finance
HSBC July 2015 - Present
Morningstar September 2013 - July 2015
Morningstar September 2010 - September 2013
Ibbotson Associates January 2010 - May 2010
Stuart Investment August 2008 - December 2009
Ever Bright Futures Co. Ltd February 2008 - June 2008
Skills
VBA, Asset Allocation, Investment Management, Microsoft Office, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Fixed Income, Derivatives, Equities, Monte Carlo Simulation, Mutual Funds, Investment Strategies, Trading, SQL, Performance Reporting
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 2008 — 2010
Master of Science, Finance
Shanghai University of Finance and Economics 2004 — 2008
Bachelor, Economics; Banking and International Finance
Josue Arechiga's Morningstar Experience July 2011 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2011 - Present
Kaplan University September 2008 - June 2011
Vector Marketing June 2005 - August 2005
Skills
Higher Education, Admissions, Curriculum Development, Distance Learning, Curriculum Design, Research, Project Management, Academic Administration
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors of Arts, Liberal Sciences, French Commercial Studies
Institut catholique de Paris
Morningstar July 2011 - Present
Kaplan University September 2008 - June 2011
Vector Marketing June 2005 - August 2005
Skills
Higher Education, Admissions, Curriculum Development, Distance Learning, Curriculum Design, Research, Project Management, Academic Administration
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors of Arts, Liberal Sciences, French Commercial Studies
Institut catholique de Paris
Maxwell Yaffe's Morningstar Experience April 2013 - February 2014
Job Regional Consultant at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs March 2014 - Present
Morningstar April 2013 - February 2014
Morningstar May 2011 - March 2013
Bank of America June 2010 - June 2011
PNC Financial Services Group May 2009 - July 2010
Morgan Stanley Wealth Management May 2007 - September 2007
Skills
Series 7, Investments, Financial Analysis, Sales, Mutual Funds, Equities, Financial Modeling, Microsoft Excel, Morningstar, Asset Allocation, Morningstar Direct, Portfolio Management, Derivatives, Finance, Leadership, Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Goldman Sachs March 2014 - Present
Morningstar April 2013 - February 2014
Morningstar May 2011 - March 2013
Bank of America June 2010 - June 2011
PNC Financial Services Group May 2009 - July 2010
Morgan Stanley Wealth Management May 2007 - September 2007
Skills
Series 7, Investments, Financial Analysis, Sales, Mutual Funds, Equities, Financial Modeling, Microsoft Excel, Morningstar, Asset Allocation, Morningstar Direct, Portfolio Management, Derivatives, Finance, Leadership, Marketing
Education
Indiana University Bloomington 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
James Stafford, CFA's Morningstar Experience 1998 - 2001
Job Director of Financial Institutions at Atlanta Capital Management
Industry Investment Management
Experience
Atlanta Capital Management July 2007 - Present
Bank of America March 2004 - July 2007
Summit Strategies 2003 - 2004
Morningstar 1998 - 2001
Skills
Client Service, Alternative Investments, Fund Of Funds, Asset Management, Investment Advisory, Asset Managment, Financial Services, Investments, Mutual Funds, Investment Strategies, Equities, Portfolio Management, Hedge Funds, Equity Research, Bloomberg
Education
Washington University in St. Louis 2001 — 2003
MBA, Finance
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Indiana University Bloomington 1992 — 1997
BS
Jesuit
Atlanta Capital Management July 2007 - Present
Bank of America March 2004 - July 2007
Summit Strategies 2003 - 2004
Morningstar 1998 - 2001
Skills
Client Service, Alternative Investments, Fund Of Funds, Asset Management, Investment Advisory, Asset Managment, Financial Services, Investments, Mutual Funds, Investment Strategies, Equities, Portfolio Management, Hedge Funds, Equity Research, Bloomberg
Education
Washington University in St. Louis 2001 — 2003
MBA, Finance
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Indiana University Bloomington 1992 — 1997
BS
Jesuit
Alexander Ryabko's Morningstar Experience August 1999 - June 2007
Job Sr Financial Engineer at Spot Trading LLC
Industry Financial Services
Experience
Spot Trading LLC June 2010 - Present
Wachovia June 2007 - June 2010
Morningstar August 1999 - June 2007
CNA May 1997 - August 1999
Skills
Quantitative Finance, Quantitative Analytics, Equity Derivatives, Trading Systems, Market Risk, Derivatives, Monte Carlo Simulation, R, Fixed Income, Options, Interest Rate..., Hedge Funds, C++, Equities
Education
The University of Chicago 2005 — 2007
M.S., Financial Mathematics
Indiana University Bloomington 1992 — 1997
Ph.D., Physics
Indiana University Bloomington 1994 — 1996
M.S., Computer Science
Indiana University Bloomington 1992 — 1993
M.S., Physics
Saint Petersburg State University 1987 — 1992
B. S., Physics
Spot Trading LLC June 2010 - Present
Wachovia June 2007 - June 2010
Morningstar August 1999 - June 2007
CNA May 1997 - August 1999
Skills
Quantitative Finance, Quantitative Analytics, Equity Derivatives, Trading Systems, Market Risk, Derivatives, Monte Carlo Simulation, R, Fixed Income, Options, Interest Rate..., Hedge Funds, C++, Equities
Education
The University of Chicago 2005 — 2007
M.S., Financial Mathematics
Indiana University Bloomington 1992 — 1997
Ph.D., Physics
Indiana University Bloomington 1994 — 1996
M.S., Computer Science
Indiana University Bloomington 1992 — 1993
M.S., Physics
Saint Petersburg State University 1987 — 1992
B. S., Physics
Eric Landry's Morningstar Experience July 2003 - March 2012
Job Senior Analyst, BML Capital
Industry Financial Services
Experience
BML Capital April 2012 - Present
Morningstar July 2003 - March 2012
Electronic Trading Group LLC March 1995 - July 2003
Skills
Equity Research, Equities, Equity Valuation, Financial Modeling, Investments, Asset Managment, Valuation, Bloomberg, Private Equity, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Competitive Analysis, Due Diligence, Capital Markets, Asset Management, Investment Management
Education
Illinois Institute of Technology 1995 — 1997
MS, Finance
University of Wisconsin-Whitewater 1986 — 1990
BBA, Finance, General
BML Capital April 2012 - Present
Morningstar July 2003 - March 2012
Electronic Trading Group LLC March 1995 - July 2003
Skills
Equity Research, Equities, Equity Valuation, Financial Modeling, Investments, Asset Managment, Valuation, Bloomberg, Private Equity, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Competitive Analysis, Due Diligence, Capital Markets, Asset Management, Investment Management
Education
Illinois Institute of Technology 1995 — 1997
MS, Finance
University of Wisconsin-Whitewater 1986 — 1990
BBA, Finance, General
Anil Daka, CFA's Morningstar Experience July 2008 - June 2011
Job Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company July 2011 - Present
Morningstar July 2008 - June 2011
JPMorgan Chase June 2007 - August 2007
Tata Motors July 2002 - June 2006
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities, Competitive Analysis, Investments, Financial Statement..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indian Institute of Technology, Roorkee 1998 — 2002
B Tech, Metallury and Material Science
William Blair & Company July 2011 - Present
Morningstar July 2008 - June 2011
JPMorgan Chase June 2007 - August 2007
Tata Motors July 2002 - June 2006
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities, Competitive Analysis, Investments, Financial Statement..., Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Indian Institute of Technology, Roorkee 1998 — 2002
B Tech, Metallury and Material Science
Ye Bai's Morningstar Experience May 2011 - Present
Job Morningstar Inc.
Industry Financial Services
Experience
Morningstar May 2011 - Present
Morningstar May 2009 - May 2011
State Farm Insurance October 2007 - June 2009
Illinois Institute of Technology - RTC (Real-Time Communication) Research Lab August 2007 - October 2007
China Telecom Corporation Limited June 2005 - April 2007
Skills
Business Analysis, Product Management, Software Project..., IT Strategy, Consulting, Business Strategy, .NET, Business Intelligence, IT Service Management, Market Research, IT Outsourcing, IT Solutions, English, Chinese, J2EE Application..., J2EE Web Services, SpringSource, JavaScriptMVC, Adobe Creative Suite, User Experience, Digital Marketing, marketing strategy, Data Analytics
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General; Finance; Strategy and Management
Stanford University 2009 — 2010
Graduate Program, Stanford Advanced Project Management
Illinois Institute of Technology 2007 — 2009
Master's degree, Computer Science; Information Technology and Management, 3.7
Peking University
Bachelor's degree, Economics, 3.6
Peking University
Bachelor’s Degree, Electronics and Telecommunications Engineering, 3.8
Morningstar May 2011 - Present
Morningstar May 2009 - May 2011
State Farm Insurance October 2007 - June 2009
Illinois Institute of Technology - RTC (Real-Time Communication) Research Lab August 2007 - October 2007
China Telecom Corporation Limited June 2005 - April 2007
Skills
Business Analysis, Product Management, Software Project..., IT Strategy, Consulting, Business Strategy, .NET, Business Intelligence, IT Service Management, Market Research, IT Outsourcing, IT Solutions, English, Chinese, J2EE Application..., J2EE Web Services, SpringSource, JavaScriptMVC, Adobe Creative Suite, User Experience, Digital Marketing, marketing strategy, Data Analytics
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General; Finance; Strategy and Management
Stanford University 2009 — 2010
Graduate Program, Stanford Advanced Project Management
Illinois Institute of Technology 2007 — 2009
Master's degree, Computer Science; Information Technology and Management, 3.7
Peking University
Bachelor's degree, Economics, 3.6
Peking University
Bachelor’s Degree, Electronics and Telecommunications Engineering, 3.8
Michael Dimler's Morningstar Experience May 2014 - Present
Job Senior Credit Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
UBS Securities LLC 2008 - 2013
UBS Securities 2001 - 2008
BNK Advisory Group 1993 - 1999
Skills
High Yield, Relative Value, Financial Modeling, Investments, Financial Statement..., Valuation, Credit, Banking, Special Situations, Equity Research, Hedge Funds, Fixed Income, Bonds, Equities, Equity Valuation, LBO, Equity Derivatives, Securities, Capital Structure, Bloomberg, Capital Markets
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance and Accounting
Indiana University of Pennsylvania 1988 — 1992
B.A., Political Science, Economics
Morningstar May 2014 - Present
UBS Securities LLC 2008 - 2013
UBS Securities 2001 - 2008
BNK Advisory Group 1993 - 1999
Skills
High Yield, Relative Value, Financial Modeling, Investments, Financial Statement..., Valuation, Credit, Banking, Special Situations, Equity Research, Hedge Funds, Fixed Income, Bonds, Equities, Equity Valuation, LBO, Equity Derivatives, Securities, Capital Structure, Bloomberg, Capital Markets
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance and Accounting
Indiana University of Pennsylvania 1988 — 1992
B.A., Political Science, Economics
Brett Jacobs's Morningstar Experience January 2002 - April 2003
Job Managing Partner at Cormac Benefits Group
Industry Financial Services
Experience
Cormac Benefits Group October 2006 - Present
Hilb Rogal and Hobbs, HRH April 2003 - January 2006
Morningstar January 2002 - April 2003
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Management
Cormac Benefits Group October 2006 - Present
Hilb Rogal and Hobbs, HRH April 2003 - January 2006
Morningstar January 2002 - April 2003
Education
Indiana University Bloomington 1997 — 2001
Bachelor's degree, Management
Thomas Tokoly's Morningstar Experience August 2009 - December 2009
Job Logistics Specialist at Bayer HealthCare
Industry Logistics and Supply Chain
Experience
Bayer HealthCare April 2015 - Present
Bayer HealthCare December 2013 - April 2015
Bayer HealthCare May 2013 - December 2013
Bayer HealthCare June 2011 - May 2013
ND Nano - University of Notre Dame Department of Engineering May 2010 - August 2010
Morningstar August 2009 - December 2009
Skills
SAP, Financial Analysis, Microsoft Excel, Data Analysis, Financial Reporting, Microsoft Office, PowerPoint, Business Process..., Business Analysis, Supply Chain, Logistics, Access, Process Improvement, Teamwork, Research
Education
Indiana University South Bend 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2007 — 2011
Bachelor of Arts, Economics, Science Pre-Professional Studies
Bayer HealthCare April 2015 - Present
Bayer HealthCare December 2013 - April 2015
Bayer HealthCare May 2013 - December 2013
Bayer HealthCare June 2011 - May 2013
ND Nano - University of Notre Dame Department of Engineering May 2010 - August 2010
Morningstar August 2009 - December 2009
Skills
SAP, Financial Analysis, Microsoft Excel, Data Analysis, Financial Reporting, Microsoft Office, PowerPoint, Business Process..., Business Analysis, Supply Chain, Logistics, Access, Process Improvement, Teamwork, Research
Education
Indiana University South Bend 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2007 — 2011
Bachelor of Arts, Economics, Science Pre-Professional Studies
William J. Buhr, CFA's Morningstar Experience December 2006 - July 2011
Job Private Wealth Advisor at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Goldman Sachs August 2011 - April 2013
Morningstar December 2006 - July 2011
Deloitte October 2003 - November 2006
Bank One June 2000 - September 2003
Skills
Series 63, Series 7, Series 65, Chartered Financial..., Equities, Equity Research, Alternative Investments, Hedge Funds, Bloomberg, Investments, Portfolio Management, Fixed Income, Capital Markets, Mutual Funds, Asset Management, Investment Management, Equity Valuation, Investment Strategies, Asset Allocation, Securities, Valuation, Financial Modeling, Trading, Options
Education
Indiana University Bloomington 1995 — 1999
BS, Finance
Credit Suisse April 2013 - Present
Goldman Sachs August 2011 - April 2013
Morningstar December 2006 - July 2011
Deloitte October 2003 - November 2006
Bank One June 2000 - September 2003
Skills
Series 63, Series 7, Series 65, Chartered Financial..., Equities, Equity Research, Alternative Investments, Hedge Funds, Bloomberg, Investments, Portfolio Management, Fixed Income, Capital Markets, Mutual Funds, Asset Management, Investment Management, Equity Valuation, Investment Strategies, Asset Allocation, Securities, Valuation, Financial Modeling, Trading, Options
Education
Indiana University Bloomington 1995 — 1999
BS, Finance
jincheng zheng's Morningstar Experience November 2013 - Present
Job Senior Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar November 2013 - Present
Morningstar December 2010 - November 2013
Morningstar June 2009 - December 2010
Morningstar January 2008 - June 2009
Morningstar December 2005 - December 2007
Skills
Portfolio Management, Fixed Income, Mutual Funds, Investments, Equities, Project Management, Morningstar Direct, VBA
Education
Hunan University 2003 — 2006
Master's degree, Statistics
Hunan University 1999 — 2003
Bachelor's degree, Business Statistics
Morningstar November 2013 - Present
Morningstar December 2010 - November 2013
Morningstar June 2009 - December 2010
Morningstar January 2008 - June 2009
Morningstar December 2005 - December 2007
Skills
Portfolio Management, Fixed Income, Mutual Funds, Investments, Equities, Project Management, Morningstar Direct, VBA
Education
Hunan University 2003 — 2006
Master's degree, Statistics
Hunan University 1999 — 2003
Bachelor's degree, Business Statistics
Vaidehi Kulkarni's Morningstar Experience May 2014 - Present
Job Software Developer at Morningstar
Industry Computer Software
Experience
Morningstar May 2014 - Present
Morningstar May 2013 - May 2014
Illinois Institute of Technology August 2012 - May 2014
Amdocs August 2009 - November 2011
Persistent Systems August 2008 - April 2009
Skills
Java, Microsoft SQL Server, Unix Shell Scripting, C, C++, C#, Eclipse, Core Java, PL/SQL, Visual Basic, UML, Quality Center, Rational Rose, VNC, ClearQuest, Oracle, SQL Server, Morningstar Direct, Programming, Morningstar, Clojure, SQL, Shell Scripting
Education
Illinois Institute of Technology 2012 — 2014
Master of Science (M.S.), Computer Science
University of Pune 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science
Morningstar May 2014 - Present
Morningstar May 2013 - May 2014
Illinois Institute of Technology August 2012 - May 2014
Amdocs August 2009 - November 2011
Persistent Systems August 2008 - April 2009
Skills
Java, Microsoft SQL Server, Unix Shell Scripting, C, C++, C#, Eclipse, Core Java, PL/SQL, Visual Basic, UML, Quality Center, Rational Rose, VNC, ClearQuest, Oracle, SQL Server, Morningstar Direct, Programming, Morningstar, Clojure, SQL, Shell Scripting
Education
Illinois Institute of Technology 2012 — 2014
Master of Science (M.S.), Computer Science
University of Pune 2005 — 2009
Bachelor of Engineering (B.E.), Computer Science
Marianne Flood's Morningstar Experience May 1993 - Present
Job Conference Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 1993 - Present
National Research Bureau January 1988 - April 1993
Skills
Financial Markets
Education
Illinois State University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
Morningstar May 1993 - Present
National Research Bureau January 1988 - April 1993
Skills
Financial Markets
Education
Illinois State University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
Jon Hale's Morningstar Experience June 2014 - Present
Job Director of Manager Research, North America at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
Morningstar January 2011 - May 2014
Morningstar November 2001 - January 2011
Domini Social Investments January 2000 - November 2001
Skills
Portfolio Management, Investments, Investment Advisory, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Investment Management, Wealth Management, Investment Strategies, Fixed Income, Financial Modeling, Securities
Education
Indiana University Bloomington 1983 — 1989
Ph.D., political science
University of Oklahoma 1977 — 1981
BA, Political Science
Tulsa Memorial High School
Morningstar June 2014 - Present
Morningstar January 2011 - May 2014
Morningstar November 2001 - January 2011
Domini Social Investments January 2000 - November 2001
Skills
Portfolio Management, Investments, Investment Advisory, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Investment Management, Wealth Management, Investment Strategies, Fixed Income, Financial Modeling, Securities
Education
Indiana University Bloomington 1983 — 1989
Ph.D., political science
University of Oklahoma 1977 — 1981
BA, Political Science
Tulsa Memorial High School
Yunjing Zeng's Morningstar Experience January 2009 - August 2011
Job MBA at The University of Texas at Dallas
Industry Financial Services
Experience
University of Texas at Dallas August 2012 - May 2013
Morningstar January 2009 - August 2011
Morningstar July 2007 - December 2008
Skills
Team Leadership, Customer Service, Teamwork, Data Analysis, Research, PowerPoint, Microsoft Excel, Financial Analysis, Mutual Funds, Microsoft Office
Education
The University of Texas at Dallas 2012 — 2014
Full-time MBA Candidate
The University of Texas at Dallas 2012 — 2014
Master's Degree
Hunan University 2003 — 2007
Bachelor of Business Administration (BBA)
University of Texas at Dallas August 2012 - May 2013
Morningstar January 2009 - August 2011
Morningstar July 2007 - December 2008
Skills
Team Leadership, Customer Service, Teamwork, Data Analysis, Research, PowerPoint, Microsoft Excel, Financial Analysis, Mutual Funds, Microsoft Office
Education
The University of Texas at Dallas 2012 — 2014
Full-time MBA Candidate
The University of Texas at Dallas 2012 — 2014
Master's Degree
Hunan University 2003 — 2007
Bachelor of Business Administration (BBA)
Johannes Seemann's Morningstar Experience June 2013 - Present
Job Accounting Associate at Morningstar
Industry Financial Services
Experience
Morningstar June 2013 - Present
Morningstar May 2012 - August 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, GAAP, General Ledger, Auditing, Financial Statements, US GAAP, Finance, Accounts Payable
Education
Illinois Wesleyan University 2009 — 2013
Bachelor of Arts (BA), Accounting
Morningstar June 2013 - Present
Morningstar May 2012 - August 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Financial Modeling, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, GAAP, General Ledger, Auditing, Financial Statements, US GAAP, Finance, Accounts Payable
Education
Illinois Wesleyan University 2009 — 2013
Bachelor of Arts (BA), Accounting
Yogesh Devaraj's Morningstar Experience August 2008 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2008 - Present
Skills
Software Project..., Project Management, Agile Methodologies, Software Development, Business Analysis, SDLC
Education
Illinois Institute of Technology 2006 — 2008
Master of Science (MS), Computer Science
Morningstar August 2008 - Present
Skills
Software Project..., Project Management, Agile Methodologies, Software Development, Business Analysis, SDLC
Education
Illinois Institute of Technology 2006 — 2008
Master of Science (MS), Computer Science
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments