Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
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2,168 Morningstar employees in database. Find out everything there's to know about Morningstar employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morningstar Employees
Employee
Years
Job
Industry
Kyle Gisbrecht Kyle Gisbrecht's Morningstar Experience October 2011 - July 2013
Job Compliance Officer at Harris Associates
Industry Law Practice
Experience
Harris Associates July 2013 - Present
Morningstar October 2011 - July 2013
UBS October 2008 - April 2011
United States Attorney's Office May 2010 - August 2010
UBS Investment Bank August 2007 - August 2008
Northwestern Mutual May 2006 - August 2007
Skills
Series 7, Series 24
Education
Saint Louis University School of Law 2008 — 2011
J.D., Law
Marquette University 2003 — 2007
B.A., Public Relations & Advertising
Harris Associates July 2013 - Present
Morningstar October 2011 - July 2013
UBS October 2008 - April 2011
United States Attorney's Office May 2010 - August 2010
UBS Investment Bank August 2007 - August 2008
Northwestern Mutual May 2006 - August 2007
Skills
Series 7, Series 24
Education
Saint Louis University School of Law 2008 — 2011
J.D., Law
Marquette University 2003 — 2007
B.A., Public Relations & Advertising
Bridget Freas, CFA Bridget Freas, CFA's Morningstar Experience April 2010 - June 2013
Job Director, Investor Relations at Coeur Mining
Industry Mining & Metals
Experience
Coeur Mining July 2013 - Present
Morningstar April 2010 - June 2013
Steel Market Intelligence October 2009 - March 2010
Robert W. Baird & Co. July 2007 - June 2009
National Futures Association June 2001 - August 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Investments, Investment Banking, Fixed Income, Capital Markets, Equity Valuation, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Investor Relations, Securities, Private Equity, Mutual Funds, Financial Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance
Marquette University 1997 — 2001
BS, Finance
Coeur Mining July 2013 - Present
Morningstar April 2010 - June 2013
Steel Market Intelligence October 2009 - March 2010
Robert W. Baird & Co. July 2007 - June 2009
National Futures Association June 2001 - August 2005
Skills
Financial Modeling, Valuation, Equities, Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Investments, Investment Banking, Fixed Income, Capital Markets, Equity Valuation, Hedge Funds, Portfolio Management, Asset Management, Asset Allocation, Investment Management, Investor Relations, Securities, Private Equity, Mutual Funds, Financial Markets
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Finance
Marquette University 1997 — 2001
BS, Finance
Lisa Rafdal Lisa Rafdal's Morningstar Experience November 2014 - Present
Job Marketing Associate at Morningstar, Inc.
Industry Marketing and Advertising
Experience
Morningstar November 2014 - Present
Greentarget Global Group May 2013 - November 2014
Romney for President November 2011 - November 2012
Benedetti Solutions September 2011 - November 2011
Superior Capitol Consulting January 2011 - May 2011
Paul Welday for Congress May 2010 - August 2010
The Macomber Group September 2009 - December 2009
Office of State Senator John Pappageorge January 2009 - May 2009
Skills
Event Planning, Media Relations, Campaigns, Politics, CisionPoint, Zarca Interactive, Vocus
Education
Michigan State University 2007 — 2011
Bachelor of Arts in English, with Honors, Concentrations in Political Science and Advertising
Morningstar November 2014 - Present
Greentarget Global Group May 2013 - November 2014
Romney for President November 2011 - November 2012
Benedetti Solutions September 2011 - November 2011
Superior Capitol Consulting January 2011 - May 2011
Paul Welday for Congress May 2010 - August 2010
The Macomber Group September 2009 - December 2009
Office of State Senator John Pappageorge January 2009 - May 2009
Skills
Event Planning, Media Relations, Campaigns, Politics, CisionPoint, Zarca Interactive, Vocus
Education
Michigan State University 2007 — 2011
Bachelor of Arts in English, with Honors, Concentrations in Political Science and Advertising
Shu Tao Shu Tao's Morningstar Experience February 2012 - 2013
Job Manager, Research and Development at The NPD Group
Industry Market Research
Experience
The NPD Group May 2015 - Present
Anthem Marketing Solutions June 2013 - May 2015
Morningstar February 2012 - 2013
Morningstar January 2011 - December 2011
GreatPoint Energy August 2010 - December 2010
MacCormac College August 2009 - May 2010
Skills
Google Analytics, Web Analytics, Data Analysis, Market Research, Digital Media, DoubleClick, Microsoft Excel, Quantitative Analytics, Mandarin, Strategy, comScore, Atlas, Mediaplex, Morningstar Direct, Marketing, SQL, Tableau, Lyris, SPSS, Marketing Research, SAS, SQL Server Management..., Business Intelligence, Excel Pivot, Database Marketing, Project Management
Education
Illinois Institute of Technology 2009 — 2011
Master of Science, Marketing
North China University of Technology 2003 — 2009
Bachelor of Management, Bachelor of Law, Business Administration, Law
The NPD Group May 2015 - Present
Anthem Marketing Solutions June 2013 - May 2015
Morningstar February 2012 - 2013
Morningstar January 2011 - December 2011
GreatPoint Energy August 2010 - December 2010
MacCormac College August 2009 - May 2010
Skills
Google Analytics, Web Analytics, Data Analysis, Market Research, Digital Media, DoubleClick, Microsoft Excel, Quantitative Analytics, Mandarin, Strategy, comScore, Atlas, Mediaplex, Morningstar Direct, Marketing, SQL, Tableau, Lyris, SPSS, Marketing Research, SAS, SQL Server Management..., Business Intelligence, Excel Pivot, Database Marketing, Project Management
Education
Illinois Institute of Technology 2009 — 2011
Master of Science, Marketing
North China University of Technology 2003 — 2009
Bachelor of Management, Bachelor of Law, Business Administration, Law
Yijun (Blue) Yuan Yijun (Blue) Yuan's Morningstar Experience January 2012 - Present
Job Financial Media and Publishing Software Developer, FLOSS Practitioner
Industry Financial Services
Experience
Morningstar January 2012 - Present
Morningstar December 2013 - January 2015
Morningstar (Shenzhen) Ltd. June 2005 - January 2012
Skills
Software Development, Technical Support, Customer Service, Open Source, Performance Measurement, Personal Finance
Education
Nanjing University 2001 — 2005
Computer Science & Technology
Morningstar January 2012 - Present
Morningstar December 2013 - January 2015
Morningstar (Shenzhen) Ltd. June 2005 - January 2012
Skills
Software Development, Technical Support, Customer Service, Open Source, Performance Measurement, Personal Finance
Education
Nanjing University 2001 — 2005
Computer Science & Technology
Sylvia Cheng Sylvia Cheng's Morningstar Experience October 2013 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morningstar June 2010 - October 2013
Skills
Software Project..., Business Analysis, Financial Services, SDLC, Portfolio Management, Risk Management, Project Delivery, Analysis, SQL, Process Improvement, Project Management
Education
North China University of Technology 2006 — 2009
Master's degree, Finance and Financial Management Services
Morningstar October 2013 - Present
Morningstar June 2010 - October 2013
Skills
Software Project..., Business Analysis, Financial Services, SDLC, Portfolio Management, Risk Management, Project Delivery, Analysis, SQL, Process Improvement, Project Management
Education
North China University of Technology 2006 — 2009
Master's degree, Finance and Financial Management Services
Ravi Wadhwani Ravi Wadhwani's Morningstar Experience February 2015 - Present
Job Advisor Solutions at Morningstar
Industry Financial Services
Experience
Morningstar February 2015 - Present
CDW June 2012 - January 2015
CJs August 2011 - May 2012
Skills
Sales, Account Management, Customer Service, Leadership, Salesforce.com, Microsoft Office, Solution Selling, SaaS, Sales Management, Educational Technology, Microsoft Excel, Direct Sales, Consultative Sales..., Cold Calling, Research, Microsoft Licensing, Social Networking, Applied Economics, Business Development, Financial Research
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Economics
Community High School District 99
Morningstar February 2015 - Present
CDW June 2012 - January 2015
CJs August 2011 - May 2012
Skills
Sales, Account Management, Customer Service, Leadership, Salesforce.com, Microsoft Office, Solution Selling, SaaS, Sales Management, Educational Technology, Microsoft Excel, Direct Sales, Consultative Sales..., Cold Calling, Research, Microsoft Licensing, Social Networking, Applied Economics, Business Development, Financial Research
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Economics
Community High School District 99
Xincun (Rita) Wang Xincun (Rita) Wang's Morningstar Experience May 2013 - July 2014
Job Operation Analyst at PrimeAlpha
Industry Financial Services
Experience
PrimeAlpha.com November 2014 - Present
AIG June 2015 - August 2015
Morningstar May 2013 - July 2014
Busey February 2012 - December 2012
University of Illinois at Urbana-Champaign April 2011 - June 2011
Jinlu Machinery Co., LTD July 2009 - September 2009
Shenzhen University September 2007 - June 2009
ShenZhen Unir Vogue Commerce&Trading CO.Led May 2008 - August 2008
Skills
Data Analysis, Analysis, Microsoft Excel, Quality Assurance, Project Management, Data Processing, Managing Database, SQL Server Management..., SQL, Lean Management, Six Sigma, Agile Project Management, Business Intelligence, Client Relations Skills, Corporate Communications, Python, Sales
Education
New York University 2014 — 2016
Master of Science (MS), Management, 3.52 / 4.0
University of Illinois at Urbana-Champaign 2010 — 2011
master of science, Economics, 3.53/4.0
Shenzhen University 2006 — 2010
bachelor, International Economy and Trade, 3.31/4.0
PrimeAlpha.com November 2014 - Present
AIG June 2015 - August 2015
Morningstar May 2013 - July 2014
Busey February 2012 - December 2012
University of Illinois at Urbana-Champaign April 2011 - June 2011
Jinlu Machinery Co., LTD July 2009 - September 2009
Shenzhen University September 2007 - June 2009
ShenZhen Unir Vogue Commerce&Trading CO.Led May 2008 - August 2008
Skills
Data Analysis, Analysis, Microsoft Excel, Quality Assurance, Project Management, Data Processing, Managing Database, SQL Server Management..., SQL, Lean Management, Six Sigma, Agile Project Management, Business Intelligence, Client Relations Skills, Corporate Communications, Python, Sales
Education
New York University 2014 — 2016
Master of Science (MS), Management, 3.52 / 4.0
University of Illinois at Urbana-Champaign 2010 — 2011
master of science, Economics, 3.53/4.0
Shenzhen University 2006 — 2010
bachelor, International Economy and Trade, 3.31/4.0
Mandy Yi Zhang Mandy Yi Zhang's Morningstar Experience August 2011 - July 2013
Job SaaS Operations | Data Analysis | Project Management
Industry Information Services
Experience
George Washington University, Academic Technologies February 2014 - Present
Morningstar August 2011 - July 2013
Morningstar April 2010 - August 2011
Federal Reserve Bank of Cleveland June 2007 - August 2007
Skills
Software Project..., Data Analysis, Portfolio Management, Software Quality..., Microsoft SQL Server, Business Intelligence, Visio, Tableau, Mutual Funds, Database Modeling, Cloud Computing, Amazon Web Services..., Financial Modeling, Financial Audits, SaaS Operations, Morningstar Direct, Product Specification
Education
The George Washington University 2013 — 2015
Master’s Degree, Management Information Systems
Miami University 2005 — 2009
Bachelor’s Degree, Accounting
George Washington University, Academic Technologies February 2014 - Present
Morningstar August 2011 - July 2013
Morningstar April 2010 - August 2011
Federal Reserve Bank of Cleveland June 2007 - August 2007
Skills
Software Project..., Data Analysis, Portfolio Management, Software Quality..., Microsoft SQL Server, Business Intelligence, Visio, Tableau, Mutual Funds, Database Modeling, Cloud Computing, Amazon Web Services..., Financial Modeling, Financial Audits, SaaS Operations, Morningstar Direct, Product Specification
Education
The George Washington University 2013 — 2015
Master’s Degree, Management Information Systems
Miami University 2005 — 2009
Bachelor’s Degree, Accounting
Luana Macinic Luana Macinic's Morningstar Experience April 2012 - August 2012
Job Nuclear Defense Strategy and Nuclear Energy Analyst
Industry International Affairs
Experience
U.S. Department of State March 2015 - June 2015
The Stimson Center August 2014 - December 2014
Cision February 2013 - June 2013
Morningstar April 2012 - August 2012
VISANOW April 2011 - April 2012
Richard Trais, Attorney at Law July 2009 - April 2011
National Model United Nations Club/Conference September 2007 - May 2010
Dineff Trademark Law Limited June 2008 - October 2008
Skills
International Relations, nuclear strategy, Nuclear Weapons, Nuclear Energy, Nuclear Proliferation, Nuclear Waste Management, Strategic Thinking, Strategic Planning, Project Management, Project Planning, Program Development, defense analysis, Net Assessment, Legal Research, Research, Strategic Partnerships, Microsoft Office, Program Management, Renewable Energy, Program Evaluation, Public Relations, Nuclear Safety, Editing, Policy, Foreign Policy, Diplomacy, Public Speaking, Economics, Politics, Social Media, Human Resources, Management, Policy Analysis, Account Management, Immigration Law, Analysis, Human Rights, Strategy, Legal Writing, Public Policy, Microsoft Excel, Political Science, Negotiation, Planning, Immigration, Non-profits, International..., International Law, Event Planning, Teaching
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master’s Degree, Strategic Studies and International Economics - nuclear defense strategy and energy
University of Chicago 2011 — 2012
non-degree, Economics
Loyola University of Chicago 2006 — 2010
BA, Political Science, International Studies - Minors: History and Communications
U.S. Department of State March 2015 - June 2015
The Stimson Center August 2014 - December 2014
Cision February 2013 - June 2013
Morningstar April 2012 - August 2012
VISANOW April 2011 - April 2012
Richard Trais, Attorney at Law July 2009 - April 2011
National Model United Nations Club/Conference September 2007 - May 2010
Dineff Trademark Law Limited June 2008 - October 2008
Skills
International Relations, nuclear strategy, Nuclear Weapons, Nuclear Energy, Nuclear Proliferation, Nuclear Waste Management, Strategic Thinking, Strategic Planning, Project Management, Project Planning, Program Development, defense analysis, Net Assessment, Legal Research, Research, Strategic Partnerships, Microsoft Office, Program Management, Renewable Energy, Program Evaluation, Public Relations, Nuclear Safety, Editing, Policy, Foreign Policy, Diplomacy, Public Speaking, Economics, Politics, Social Media, Human Resources, Management, Policy Analysis, Account Management, Immigration Law, Analysis, Human Rights, Strategy, Legal Writing, Public Policy, Microsoft Excel, Political Science, Negotiation, Planning, Immigration, Non-profits, International..., International Law, Event Planning, Teaching
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master’s Degree, Strategic Studies and International Economics - nuclear defense strategy and energy
University of Chicago 2011 — 2012
non-degree, Economics
Loyola University of Chicago 2006 — 2010
BA, Political Science, International Studies - Minors: History and Communications
Robert Dobilas Robert Dobilas's Morningstar Experience May 2010 - November 2012
Job Managing Partner at Orchard Strategic Advisors, LLC Capital backed advisory solutions www.orchardsa.com
Industry Financial Services
Experience
Orchard Strategic Advisors, LLC March 2013 - Present
Morningstar May 2010 - November 2012
Capmark March 2000 - May 2010
Donaldson, Lufkin & Jenrette February 1997 - March 2000
Standard & Poor's July 1992 - February 1997
Skills
CMBS, Structured Finance, Securitization, MBS, Capital Markets, Asset Managment, ABS, Valuation, Portfolio Management, CDO, Fixed Income, Credit Analysis, Real Estate Economics, Mezzanine, Financial Structuring, Business Strategy, Asset Management, Commercial Mortgages, Credit Risk, Due Diligence, Finance, Financial Modeling, Mergers, Loans, Morningstar Direct, Securities
Education
Monmouth University 1996 — 1997
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Bachelor of Science (BS)
Christian Brothers Academy
Orchard Strategic Advisors, LLC March 2013 - Present
Morningstar May 2010 - November 2012
Capmark March 2000 - May 2010
Donaldson, Lufkin & Jenrette February 1997 - March 2000
Standard & Poor's July 1992 - February 1997
Skills
CMBS, Structured Finance, Securitization, MBS, Capital Markets, Asset Managment, ABS, Valuation, Portfolio Management, CDO, Fixed Income, Credit Analysis, Real Estate Economics, Mezzanine, Financial Structuring, Business Strategy, Asset Management, Commercial Mortgages, Credit Risk, Due Diligence, Finance, Financial Modeling, Mergers, Loans, Morningstar Direct, Securities
Education
Monmouth University 1996 — 1997
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Bachelor of Science (BS)
Christian Brothers Academy
Sushilkumar sontakke Sushilkumar sontakke's Morningstar Experience May 2015 - Present
Job MS MIS Data Science Major | B.E. Computer Science | Data Scientist | Freelance Contributor
Industry Computer Software
Experience
HelloWallet May 2015 - Present
Morningstar May 2015 - Present
Dr. Eric Walden,Director of Data Science Programs October 2014 - Present
Accenture Services PVT LTD November 2012 - June 2014
BMC Software June 2011 - May 2012
Skills
R, Machine Learning, Hadoop, Data Analysis, Data Mining, D3.js, SQL, Oracle, SAS, Java, Eclipse, Python, Cloud Computing, Big Data, Web Development, Mahout, Pattern Recognition, Recommender Systems, Oracle E-Business Suite, Oracle Applications, HTML, C++, JavaScript, Microsoft Office, Performance Tuning, Oracle Apps, mining social web, HTML5, CSS, Bootstrap, Statistical Data..., Regression Analysis, Hypothesis Testing, C, Selenium WebDriver
Education
Texas Tech University 2014 — 2016
Master's Degree, Management Information Systems, General
Rawls College of Business at Texas Tech University 2014 — 2015
Master's Degree, Management Information Systems and Services, 4.0 GPA
Maharashtra Institute of Technology 2008 — 2012
Bachelor Of Enginnering, Computer Science, First Class with Distinction
HelloWallet May 2015 - Present
Morningstar May 2015 - Present
Dr. Eric Walden,Director of Data Science Programs October 2014 - Present
Accenture Services PVT LTD November 2012 - June 2014
BMC Software June 2011 - May 2012
Skills
R, Machine Learning, Hadoop, Data Analysis, Data Mining, D3.js, SQL, Oracle, SAS, Java, Eclipse, Python, Cloud Computing, Big Data, Web Development, Mahout, Pattern Recognition, Recommender Systems, Oracle E-Business Suite, Oracle Applications, HTML, C++, JavaScript, Microsoft Office, Performance Tuning, Oracle Apps, mining social web, HTML5, CSS, Bootstrap, Statistical Data..., Regression Analysis, Hypothesis Testing, C, Selenium WebDriver
Education
Texas Tech University 2014 — 2016
Master's Degree, Management Information Systems, General
Rawls College of Business at Texas Tech University 2014 — 2015
Master's Degree, Management Information Systems and Services, 4.0 GPA
Maharashtra Institute of Technology 2008 — 2012
Bachelor Of Enginnering, Computer Science, First Class with Distinction
Stewart Lamke Stewart Lamke's Morningstar Experience July 2015 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Morningstar May 2014 - Present
Morningstar May 2014 - May 2015
Morningstar March 2015 - March 2015
Skills
Financial Modeling, Economics, SQL, Data Analysis, VBA, Microsoft Excel, Python, R, Options Strategies, Java, Relational Data Modeling, Leadership, XML, Research, Access, Team-oriented, Time Management, ER Diagramming, Portfolio Optimization, XML Spy, Close Attention to..., Public Speaking
Education
Loyola University of Chicago 2010 — 2014
Honors Bachelor of Business Administration (B.B.A.), Economics, Finance and Information Systems, Graduated
Morningstar July 2015 - Present
Morningstar May 2014 - Present
Morningstar May 2014 - May 2015
Morningstar March 2015 - March 2015
Skills
Financial Modeling, Economics, SQL, Data Analysis, VBA, Microsoft Excel, Python, R, Options Strategies, Java, Relational Data Modeling, Leadership, XML, Research, Access, Team-oriented, Time Management, ER Diagramming, Portfolio Optimization, XML Spy, Close Attention to..., Public Speaking
Education
Loyola University of Chicago 2010 — 2014
Honors Bachelor of Business Administration (B.B.A.), Economics, Finance and Information Systems, Graduated
oyindamola alagbe oyindamola alagbe's Morningstar Experience September 2011 - June 2012
Job Lead resident guardian at Atria Senior Living
Industry Accounting
Experience
Atria Senior Living September 2011 - Present
Morningstar September 2011 - June 2012
Skills
Financial Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, QuickBooks, Accounting, Auditing, Management, Community Outreach
Education
Metropolitan State College of Denver 2009 — 2015
Bachelor's degree, Accounting and Business/Management
Atria Senior Living September 2011 - Present
Morningstar September 2011 - June 2012
Skills
Financial Accounting, Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, QuickBooks, Accounting, Auditing, Management, Community Outreach
Education
Metropolitan State College of Denver 2009 — 2015
Bachelor's degree, Accounting and Business/Management
Ashley Kuhn Ashley Kuhn's Morningstar Experience June 2014 - Present
Job Designer at Morningstar
Industry Graphic Design
Experience
Morningstar June 2014 - Present
Brafton Inc. May 2013 - June 2014
Design Bureau Magazine January 2013 - May 2013
Search, Inc. April 2010 - April 2012
ArtSlant.com and Chicago Art Magazine 2009 - 2010
Michigan State University 2008 - 2009
School District U-46 2006 - 2009
Skills
Photoshop, Illustrator, InDesign, Editing, Social Media, Blogging, Fine Art, Research, Non-profits, Event Management, Museums, Teaching, PowerPoint, Microsoft Word, Art, Nonprofits, Adobe Creative Suite, Allergy Relief, Microsoft Office, Small Boat Operations, Aging in Place, Internet of Things, French Polishing, Graphic Design, Graphics, Typography, Workplace Investigation, Cat Herding, Scarves, Flexible Films, Laughter Yoga, Confined Space Rescue, Cat Sitting, Trench Rescue, Swift Water Rescue, Fruity Loops, Workplace Safety, Mac, Web Design, Moisture Control, Type Rating, Advertising, Intuitive Eating, Taxidermy, Pizza
Education
Chicago Portfolio School 2012 — 2013
Graphic Design
Michigan State University 2006 — 2009
BA, History of Art + Visual Culture, Psychology
Morningstar June 2014 - Present
Brafton Inc. May 2013 - June 2014
Design Bureau Magazine January 2013 - May 2013
Search, Inc. April 2010 - April 2012
ArtSlant.com and Chicago Art Magazine 2009 - 2010
Michigan State University 2008 - 2009
School District U-46 2006 - 2009
Skills
Photoshop, Illustrator, InDesign, Editing, Social Media, Blogging, Fine Art, Research, Non-profits, Event Management, Museums, Teaching, PowerPoint, Microsoft Word, Art, Nonprofits, Adobe Creative Suite, Allergy Relief, Microsoft Office, Small Boat Operations, Aging in Place, Internet of Things, French Polishing, Graphic Design, Graphics, Typography, Workplace Investigation, Cat Herding, Scarves, Flexible Films, Laughter Yoga, Confined Space Rescue, Cat Sitting, Trench Rescue, Swift Water Rescue, Fruity Loops, Workplace Safety, Mac, Web Design, Moisture Control, Type Rating, Advertising, Intuitive Eating, Taxidermy, Pizza
Education
Chicago Portfolio School 2012 — 2013
Graphic Design
Michigan State University 2006 — 2009
BA, History of Art + Visual Culture, Psychology
Radha Regmi Radha Regmi's Morningstar Experience July 2013 - November 2014
Job Associate Network Systems Administrator
Industry Accounting
Experience
Morningstar July 2013 - November 2014
Year Up March 2013 - July 2013
Skills
Friendly Personality, Hardwork, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Programming, Respect, Always Punctual, Data Entry, Critical Thinking, Project Management, Teamwork, Leadership, Team-oriented, Microsoft Office, Time Management, Research, Customer Service
Education
Year Up Chicago/Harold Washington College 2013 — 2014
Monmouth College 2011 — 2012
Accounting
Sullivan High School 2008 — 2011
Dipolama
Morningstar July 2013 - November 2014
Year Up March 2013 - July 2013
Skills
Friendly Personality, Hardwork, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Programming, Respect, Always Punctual, Data Entry, Critical Thinking, Project Management, Teamwork, Leadership, Team-oriented, Microsoft Office, Time Management, Research, Customer Service
Education
Year Up Chicago/Harold Washington College 2013 — 2014
Monmouth College 2011 — 2012
Accounting
Sullivan High School 2008 — 2011
Dipolama
David A. Krebs David A. Krebs's Morningstar Experience June 2013 - November 2014
Job Structured Credit Rating Analyst. Ready to Produce Results in Commercial Real Estate, Asset Management, Loan Portfolio
Industry Commercial Real Estate
Experience
Morningstar June 2013 - November 2014
David A. Krebs September 2007 - August 2013
LNR Property LLC July 2010 - June 2013
Bayview Asset Management September 2007 - January 2010
American Home Mortgage March 2006 - August 2007
Wells Fargo Home Mortgage May 2004 - February 2006
Skills
Financial Analysis, Mortgage Underwriting, Loan Modifications, Loan Servicing, CMBS, Loan Origination, Loan Structuring, Asset Management, Distressed Debt, Negotiation, Asset Managment, Commercial Real Estate, Loss Mitigation, Real Estate, Mortgage Lending, Loans, Financial Structuring, Underwriting, Commercial Mortgages, Leadership, Valuation, Portfolio Management, Credit Analysis, Structured Finance, Surveillance, Credit Rating, REO, Due Diligence, Credit Risk, Investment Properties, Investments, Finance, Credit
Education
Mars Hill College 1997 — 1999
Bachelors of Science, Business Administration
Morningstar June 2013 - November 2014
David A. Krebs September 2007 - August 2013
LNR Property LLC July 2010 - June 2013
Bayview Asset Management September 2007 - January 2010
American Home Mortgage March 2006 - August 2007
Wells Fargo Home Mortgage May 2004 - February 2006
Skills
Financial Analysis, Mortgage Underwriting, Loan Modifications, Loan Servicing, CMBS, Loan Origination, Loan Structuring, Asset Management, Distressed Debt, Negotiation, Asset Managment, Commercial Real Estate, Loss Mitigation, Real Estate, Mortgage Lending, Loans, Financial Structuring, Underwriting, Commercial Mortgages, Leadership, Valuation, Portfolio Management, Credit Analysis, Structured Finance, Surveillance, Credit Rating, REO, Due Diligence, Credit Risk, Investment Properties, Investments, Finance, Credit
Education
Mars Hill College 1997 — 1999
Bachelors of Science, Business Administration
Michael J. Skinner's Morningstar Experience May 1997 - May 2003
Job Vice President, T. Rowe Price Group
Industry Investment Management
Experience
T Rowe Price Group October 2008 - Present
Merrill Lynch April 2006 - October 2008
Hewitt Associates May 2003 - December 2005
Morningstar May 1997 - May 2003
Skills
Analytics, Segmentation, Customer Insight, Business Development, Financial Services, Thought Leadership, Asset Management, Retirement, Mutual Funds, Asset Allocation, Product Management, Business Intelligence, Leadership, Strategic Planning
Education
Marquette University
Master of Business Administration (MBA), Finance
T Rowe Price Group October 2008 - Present
Merrill Lynch April 2006 - October 2008
Hewitt Associates May 2003 - December 2005
Morningstar May 1997 - May 2003
Skills
Analytics, Segmentation, Customer Insight, Business Development, Financial Services, Thought Leadership, Asset Management, Retirement, Mutual Funds, Asset Allocation, Product Management, Business Intelligence, Leadership, Strategic Planning
Education
Marquette University
Master of Business Administration (MBA), Finance
Sandy Naing Sandy Naing's Morningstar Experience July 2009 - July 2010
Job Operations at AltSchool
Industry Education Management
Experience
AltSchool June 2014 - Present
Williams-Sonoma, Inc. October 2012 - May 2014
ORAM - Organization for Refuge, Asylum and Migration July 2012 - October 2012
Refugee Transitions July 2010 - July 2012
Morningstar July 2009 - July 2010
Bank of America - Global Capital Management June 2008 - August 2008
Education
Wellesley College 2005 — 2009
BA, English, American Studies, Economics
Massachusetts Institute of Technology 2005 — 2009
Cross-Registration Program
University of California, Berkeley 2013 — 2014
Post-Baccalaureate Certificate Program in Writing
AltSchool June 2014 - Present
Williams-Sonoma, Inc. October 2012 - May 2014
ORAM - Organization for Refuge, Asylum and Migration July 2012 - October 2012
Refugee Transitions July 2010 - July 2012
Morningstar July 2009 - July 2010
Bank of America - Global Capital Management June 2008 - August 2008
Education
Wellesley College 2005 — 2009
BA, English, American Studies, Economics
Massachusetts Institute of Technology 2005 — 2009
Cross-Registration Program
University of California, Berkeley 2013 — 2014
Post-Baccalaureate Certificate Program in Writing
Jonathan O'Keefe Jonathan O'Keefe's Morningstar Experience January 2010 - Present
Job Head of Institutional Products, Morningstar
Industry Financial Services
Experience
Morningstar January 2010 - Present
Morningstar August 2008 - February 2010
CIBC World Markets 2006 - 2008
CIBC World Markets 2000 - 2006
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
Education
Memorial University of Newfoundland 1991 — 1996
BA, Economics, Business
Morningstar January 2010 - Present
Morningstar August 2008 - February 2010
CIBC World Markets 2006 - 2008
CIBC World Markets 2000 - 2006
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
The Canadian Depository for Securities Limited (CDS) 1996 - 2000
Education
Memorial University of Newfoundland 1991 — 1996
BA, Economics, Business
Cai Yu's Morningstar Experience March 2012 - 2014
Job Student at Murray State University
Industry Financial Services
Experience
Morningstar March 2012 - 2014
Foxconn Company June 2008 - August 2008
Education
Murray State University 2010 — 2011
MS, Economics Emphasize in Finance
Shen Zhen University 2005 — 2009
BS, Educational Technology and Business Administration
Morningstar March 2012 - 2014
Foxconn Company June 2008 - August 2008
Education
Murray State University 2010 — 2011
MS, Economics Emphasize in Finance
Shen Zhen University 2005 — 2009
BS, Educational Technology and Business Administration
Rudolf Meckel III Rudolf Meckel III's Morningstar Experience May 2013 - Present
Job Vice President at Morningstar Structured Credit Ratings
Industry Financial Services
Experience
Morningstar May 2013 - Present
Applied Bank April 2012 - March 2013
Guardian Investment Banking 2010 - 2012
Metropolitan Mortgage 2008 - 2010
Deutsche Bank 2007 - 2008
CIBC World Markets 2001 - 2007
Paine Webber 1998 - 2000
Arbor Associates Inc., Real Estate Developers 1989 - 1997
Skills
CMBS, Credit Analysis, Structured Products, Financial Analysis, Valuation, Asset Management, Investment Properties, Loans, Financial Modeling, Portfolio Management, Credit, Securitization, Mortgage Lending, Financial Structuring, Real Estate Economics, Capital Markets, Due Diligence, Underwriting, Real Estate, Structured Finance, DCF
Education
University of Pennsylvania - The Wharton School
BBA, Accounting
New York University 1997 — 1998
MS, Real Estate Finance
Morningstar May 2013 - Present
Applied Bank April 2012 - March 2013
Guardian Investment Banking 2010 - 2012
Metropolitan Mortgage 2008 - 2010
Deutsche Bank 2007 - 2008
CIBC World Markets 2001 - 2007
Paine Webber 1998 - 2000
Arbor Associates Inc., Real Estate Developers 1989 - 1997
Skills
CMBS, Credit Analysis, Structured Products, Financial Analysis, Valuation, Asset Management, Investment Properties, Loans, Financial Modeling, Portfolio Management, Credit, Securitization, Mortgage Lending, Financial Structuring, Real Estate Economics, Capital Markets, Due Diligence, Underwriting, Real Estate, Structured Finance, DCF
Education
University of Pennsylvania - The Wharton School
BBA, Accounting
New York University 1997 — 1998
MS, Real Estate Finance
Roshan Budathoki's Morningstar Experience September 2015 - Present
Job Senior Engineer at Morningstar
Industry Information Technology and Services
Experience
Morningstar September 2015 - Present
GE Healthcare August 2012 - September 2015
Aspect Software November 2010 - August 2012
NathCorp October 2008 - February 2010
Skills
Microsoft Amalga, ASP.NET, Microsoft SQL Server, SharePoint, jQuery, WCF, WPF, REST, XML, Microsoft Technologies, JavaScript Libraries, ASP.NET MVC, .NET, C#, SQL, Web Applications, ADO.NET, Software Development, CSS, Visual Studio, MySQL, Entity Framework
Education
Maharishi University of Management 2010 — 2012
Master's Degree, Computer Science
Nepal Engineering College 2003 — 2007
Bachelor of Science, Electronics & Communication Engineering
Morningstar September 2015 - Present
GE Healthcare August 2012 - September 2015
Aspect Software November 2010 - August 2012
NathCorp October 2008 - February 2010
Skills
Microsoft Amalga, ASP.NET, Microsoft SQL Server, SharePoint, jQuery, WCF, WPF, REST, XML, Microsoft Technologies, JavaScript Libraries, ASP.NET MVC, .NET, C#, SQL, Web Applications, ADO.NET, Software Development, CSS, Visual Studio, MySQL, Entity Framework
Education
Maharishi University of Management 2010 — 2012
Master's Degree, Computer Science
Nepal Engineering College 2003 — 2007
Bachelor of Science, Electronics & Communication Engineering
Jake Deady Jake Deady's Morningstar Experience June 2015 - Present
Job Financial Reporting and Global Consolidations Accountant at Morningstar
Industry Accounting
Experience
Morningstar June 2015 - Present
Grant Thornton LLP July 2013 - November 2014
Miami University -Farmer School of Business September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Wilmette Park District June 2011 - August 2011
Skills
Mircosoft Office, Excel, Financial Accounting, Tax Accounting, Cost Accounting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, Microsoft Office, Customer Service, Analysis
Education
Miami University 2009 — 2013
Bachelor’s Degree, Accounting
John E. Dolibois Center (MUDEC) in Luxembourg 2011 — 2011
Study Abroad Program, Accounting
New Trier High School 2005 — 2009
High School
Morningstar June 2015 - Present
Grant Thornton LLP July 2013 - November 2014
Miami University -Farmer School of Business September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Wilmette Park District June 2011 - August 2011
Skills
Mircosoft Office, Excel, Financial Accounting, Tax Accounting, Cost Accounting, Auditing, Microsoft Excel, Financial Analysis, Microsoft Word, Accounting, Microsoft Office, Customer Service, Analysis
Education
Miami University 2009 — 2013
Bachelor’s Degree, Accounting
John E. Dolibois Center (MUDEC) in Luxembourg 2011 — 2011
Study Abroad Program, Accounting
New Trier High School 2005 — 2009
High School
Helen Wu Helen Wu's Morningstar Experience 2009 - 2011
Job Investor Relations Manager at EP Technology Corportation
Industry Financial Services
Experience
EP Technology Corportation February 2013 - Present
EP Technology Corporation 2011 - February 2013
Morningstar 2009 - 2011
International Data Corporation July 2008 - August 2008
Edison International 2006 - 2006
Skills
International Project..., Business Relationship..., Data Analysis, German, Chinese, XBRL, Six Sigma, Financial Analysis, Research, Financial Modeling, Equities, Economics, Analysis, Investments, Fixed Income, Business Development, Business Analysis, Due Diligence, Private Equity, Start-ups, Finance, CRM, Bloomberg, Valuation, Equity Research, Corporate Finance, Asset Allocation, Emerging Markets, Mutual Funds, Trading, Portfolio Management, Alternative Investments, Investment Banking, Hedge Funds, Venture Capital, Financial Services, Investment Strategies, Asset Management, Derivatives, Capital Markets, Investment Management, ETFs, Financial Markets, Bloomberg Terminal, Quantitative Analytics, Options, Equity Valuation, Capital IQ, Series 7, Securities
Education
Wellesley College 2005 — 2009
BA, Economics
Massachusetts Institute of Technology 2005 — 2009
Wellesley-MIT cross registration, The Laboratory for Energy and the Environment
EP Technology Corportation February 2013 - Present
EP Technology Corporation 2011 - February 2013
Morningstar 2009 - 2011
International Data Corporation July 2008 - August 2008
Edison International 2006 - 2006
Skills
International Project..., Business Relationship..., Data Analysis, German, Chinese, XBRL, Six Sigma, Financial Analysis, Research, Financial Modeling, Equities, Economics, Analysis, Investments, Fixed Income, Business Development, Business Analysis, Due Diligence, Private Equity, Start-ups, Finance, CRM, Bloomberg, Valuation, Equity Research, Corporate Finance, Asset Allocation, Emerging Markets, Mutual Funds, Trading, Portfolio Management, Alternative Investments, Investment Banking, Hedge Funds, Venture Capital, Financial Services, Investment Strategies, Asset Management, Derivatives, Capital Markets, Investment Management, ETFs, Financial Markets, Bloomberg Terminal, Quantitative Analytics, Options, Equity Valuation, Capital IQ, Series 7, Securities
Education
Wellesley College 2005 — 2009
BA, Economics
Massachusetts Institute of Technology 2005 — 2009
Wellesley-MIT cross registration, The Laboratory for Energy and the Environment
Richard Mark Trittschuh Richard Mark Trittschuh's Morningstar Experience January 1996 - March 2000
Job Director, CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC January 2006 - Present
KPMG Investment Advisors April 2001 - December 2005
Morningstar January 1996 - March 2000
Skills
Investment Advisory, Alternative Investments, Asset Allocation, Investments, Estate Planning, Financial Analysis, Strategic Financial..., Risk Management, Asset Managment, Retirement Planning, Valuation, Due Diligence, Wealth Management, Private Equity, Insurance
Education
Miami University 1979 — 1984
Bachelor of Science in Business Adminstration, Finance, Economics
Chaney High School 1973 — 1977
CliftonLarsonAllen Wealth Advisors, LLC January 2006 - Present
KPMG Investment Advisors April 2001 - December 2005
Morningstar January 1996 - March 2000
Skills
Investment Advisory, Alternative Investments, Asset Allocation, Investments, Estate Planning, Financial Analysis, Strategic Financial..., Risk Management, Asset Managment, Retirement Planning, Valuation, Due Diligence, Wealth Management, Private Equity, Insurance
Education
Miami University 1979 — 1984
Bachelor of Science in Business Adminstration, Finance, Economics
Chaney High School 1973 — 1977
Kristal Remstad Kristal Remstad's Morningstar Experience November 2006 - July 2009
Job Director, Retail Marketing at PTAM (PT Asset Management, LLC)
Industry Financial Services
Experience
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
PTAM (PT Asset Management, LLC) March 2015 - Present
Nuveen Investments July 2013 - March 2015
Nuveen Investments November 2011 - July 2013
Russell Investments May 2010 - November 2011
Morningstar November 2006 - July 2009
Merrill Lynch January 2006 - May 2006
University of Michigan-Michigan State Longitudinal Study August 2005 - January 2006
Skills
Lead Generation, Marketing, Marketing Strategy, Business Development, Product Management, Advertising, Sales Process, Mutual Funds, Series 7, Marketing Communications, CRM, Online Marketing
Education
Michigan State University 2002 — 2006
Bachelor of Science, Psychology
GUANGQING XIONG GUANGQING XIONG's Morningstar Experience March 2012 - August 2012
Job Master of Northeastern University.|Actively looking for a job.
Industry Financial Services
Experience
Morningstar March 2012 - August 2012
Skills
Statistics, SAS, Matlab, Actuarial Science, Statistical Data..., Time Series Analysis, SQL
Education
Northeastern University 2012 — 2014
Master of Science (M.S.), Applied Mathematics, 3.83/4.0
Shenzhen University 2008 — 2012
Bachelor of Science (BS). Bachelor of Economic., Applied Mathematics, Finance, 3.20/4.0
Morningstar March 2012 - August 2012
Skills
Statistics, SAS, Matlab, Actuarial Science, Statistical Data..., Time Series Analysis, SQL
Education
Northeastern University 2012 — 2014
Master of Science (M.S.), Applied Mathematics, 3.83/4.0
Shenzhen University 2008 — 2012
Bachelor of Science (BS). Bachelor of Economic., Applied Mathematics, Finance, 3.20/4.0
Marisa Caperino Marisa Caperino's Morningstar Experience July 2013 - Present
Job Investment/Operations Analyst at Morningstar Associates
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar July 2012 - June 2013
Teach for America June 2010 - June 2012
Procter & Gamble January 2009 - June 2009
Anthropologie 2007 - 2009
Skills
Performance Attribution, Financial Analysis, Fundamental Analysis, Consulting, Quantitative Research, Financial Reporting, Reporting & Analysis, Board Presentations, Financial Accounting, Regulatory Compliance, Business Expansion, Curriculum Development
Education
Northeastern University 2005 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Morningstar July 2013 - Present
Morningstar July 2012 - June 2013
Teach for America June 2010 - June 2012
Procter & Gamble January 2009 - June 2009
Anthropologie 2007 - 2009
Skills
Performance Attribution, Financial Analysis, Fundamental Analysis, Consulting, Quantitative Research, Financial Reporting, Reporting & Analysis, Board Presentations, Financial Accounting, Regulatory Compliance, Business Expansion, Curriculum Development
Education
Northeastern University 2005 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Mark Ramsey Mark Ramsey's Morningstar Experience April 2011 - July 2012
Job Vice President, Regional Advisory Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2012 - Present
Morningstar April 2011 - July 2012
LPL Financial January 2004 - April 2011
Enterprise Rent-A-Car May 2000 - January 2004
Skills
Investments, Marketing, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, series 66, Series 6
Education
Merrimack College 1998 — 2003
Bachelor of Science, Marketing
Macquarie University 2001 — 2001
Business
LPL Financial July 2012 - Present
Morningstar April 2011 - July 2012
LPL Financial January 2004 - April 2011
Enterprise Rent-A-Car May 2000 - January 2004
Skills
Investments, Marketing, Mutual Funds, Series 63, Series 7, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, series 66, Series 6
Education
Merrimack College 1998 — 2003
Bachelor of Science, Marketing
Macquarie University 2001 — 2001
Business
Erik Kobayashi-Solomon Erik Kobayashi-Solomon's Morningstar Experience May 2011 - September 2012
Job Intelligent Option Investor, Forbes Contributor
Industry Capital Markets
Experience
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
Adam Holzer's Morningstar Experience November 2013 - Present
Job Business Analyst at Morningstar
Industry Information Technology and Services
Experience
Morningstar November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan May 2011 - January 2013
Chase January 2008 - May 2011
Northern Illinois University September 2005 - December 2007
VerityThree, Inc May 2007 - September 2007
Skills
Business Analysis, Portfolio Management, Project Management, Program Management, SDLC, Management, Equities, Finance, Asset Management, Investments, Banking, Databases, Leadership, Requirements Gathering, Visio, SQL, Software Documentation, Requirements Analysis, Investment Banking
Education
Northern Illinois University 2003 — 2007
B.S., Operations and Information Management; Information Systems; Economics
Morningstar November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan May 2011 - January 2013
Chase January 2008 - May 2011
Northern Illinois University September 2005 - December 2007
VerityThree, Inc May 2007 - September 2007
Skills
Business Analysis, Portfolio Management, Project Management, Program Management, SDLC, Management, Equities, Finance, Asset Management, Investments, Banking, Databases, Leadership, Requirements Gathering, Visio, SQL, Software Documentation, Requirements Analysis, Investment Banking
Education
Northern Illinois University 2003 — 2007
B.S., Operations and Information Management; Information Systems; Economics
Lazaro Fernandez, CISA, CISSP's Morningstar Experience January 2008 - Present
Job IT Planning and Program Management at Morningstar
Industry Information Technology and Services
Experience
Morningstar January 2008 - Present
Skills
Quality Assurance, Disaster Recovery, Virtualization, IT Management, Project Management, Vendor Management, Program Management, Business Analysis, Team Leadership, Strategic Planning, SaaS, Cloud Computing
Education
Northwestern University 2006 — 2008
MS, Communication, Managerial Communication
Loyola University of Chicago 1992 — 1996
MBA, Information Systems
University of Santo Tomas
BS, Math, Actuarial Science
Morningstar January 2008 - Present
Skills
Quality Assurance, Disaster Recovery, Virtualization, IT Management, Project Management, Vendor Management, Program Management, Business Analysis, Team Leadership, Strategic Planning, SaaS, Cloud Computing
Education
Northwestern University 2006 — 2008
MS, Communication, Managerial Communication
Loyola University of Chicago 1992 — 1996
MBA, Information Systems
University of Santo Tomas
BS, Math, Actuarial Science
Don Pietranczyk Don Pietranczyk's Morningstar Experience November 2000 - September 2002
Job Senior Marketing Manager at UBM Advanstar
Industry Marketing and Advertising
Experience
Advanstar January 2014 - Present
Advanstar Communications August 2011 - January 2014
Don Pietranczyk, Inc. October 2009 - August 2011
Don Pietranczyk Inc September 2002 - November 2010
Conde Nast December 2004 - October 2009
2004 ONE Event Management February 2004 - May 2004
2003 WIN Awards October 2003 - November 2003
Yoga Expo July 2003 - September 2003
Morningstar November 2000 - September 2002
Morningstar May 1995 - September 2002
Skills
Event Management, Trade Shows, Conferences, Production, Special Events, Events, Manage Client..., Project Management, Sponsorship, Social Media, Marketing Strategy, Brand Development, Online Advertising, Marketing, Management, Fashion, Relationship Marketing, Publishing, Brand Management, Fashion Shows, Client Relations Skills, Entertainment, Email Marketing, Client Liaison, Copywriting, Advertising, Apparel, Social Media Marketing, Marketing Communications
Education
UCLA Extension 2009 — 2011
Print and Broadcast Journalism
Secondary Education Certification Governor State University University 1990 — 1992
Secondary Eduation Certification, Secondary Education and Teaching
Northern Illinois University 1987 — 1989
B.A., English, Literature
Advanstar January 2014 - Present
Advanstar Communications August 2011 - January 2014
Don Pietranczyk, Inc. October 2009 - August 2011
Don Pietranczyk Inc September 2002 - November 2010
Conde Nast December 2004 - October 2009
2004 ONE Event Management February 2004 - May 2004
2003 WIN Awards October 2003 - November 2003
Yoga Expo July 2003 - September 2003
Morningstar November 2000 - September 2002
Morningstar May 1995 - September 2002
Skills
Event Management, Trade Shows, Conferences, Production, Special Events, Events, Manage Client..., Project Management, Sponsorship, Social Media, Marketing Strategy, Brand Development, Online Advertising, Marketing, Management, Fashion, Relationship Marketing, Publishing, Brand Management, Fashion Shows, Client Relations Skills, Entertainment, Email Marketing, Client Liaison, Copywriting, Advertising, Apparel, Social Media Marketing, Marketing Communications
Education
UCLA Extension 2009 — 2011
Print and Broadcast Journalism
Secondary Education Certification Governor State University University 1990 — 1992
Secondary Eduation Certification, Secondary Education and Teaching
Northern Illinois University 1987 — 1989
B.A., English, Literature
Maria Talan Maria Talan's Morningstar Experience March 2006 - Present
Job Vice President of Sales at Morningstar
Industry Financial Services
Experience
Morningstar March 2006 - Present
Ibbotson Associates (acquired by Morningstar) July 2004 - March 2006
JPMorgan Chase May 2003 - June 2004
DWS Investments October 2000 - October 2002
Skills
Mutual Funds
Education
North Central College 1996 — 2000
BA, International Business, Spanish
Morningstar March 2006 - Present
Ibbotson Associates (acquired by Morningstar) July 2004 - March 2006
JPMorgan Chase May 2003 - June 2004
DWS Investments October 2000 - October 2002
Skills
Mutual Funds
Education
North Central College 1996 — 2000
BA, International Business, Spanish
Nick Bausch's Morningstar Experience January 2015 - Present
Job Unix & Linux Integration & Automation
Industry Retail
Experience
Morningstar January 2015 - Present
Sears Holdings Corporation November 2011 - December 2014
Fermi National Accelerator Laboratory June 2010 - November 2011
Aardvark Trading May 2008 - April 2010
KC-CO II, L.L.C. September 2006 - May 2008
Zacks Investment Research August 2004 - September 2006
Skills
Puppet, BMC Bladelogic, Linux, Networking, Virtualization, VMware, Apache, SQL, Infrastructure, Operating Systems, Red Hat Linux, Perl, System Administration, DNS, Ubuntu, MySQL, Unix Shell Scripting, Solaris, Network Security, Firewalls, High Availability, TCP/IP, AIX, Bash, Shell Scripting, Disaster Recovery, Servers, CentOS, Cluster, Linux System..., Windows Server, SAN, Data Center, Unix, Network Administration, Active Directory, VPN, Web Development, Cloud Computing, IT Asset Management, Python, HP-UX, RedHat
Education
Millikin University 1996 — 2000
BS, Management Information Systems
Morningstar January 2015 - Present
Sears Holdings Corporation November 2011 - December 2014
Fermi National Accelerator Laboratory June 2010 - November 2011
Aardvark Trading May 2008 - April 2010
KC-CO II, L.L.C. September 2006 - May 2008
Zacks Investment Research August 2004 - September 2006
Skills
Puppet, BMC Bladelogic, Linux, Networking, Virtualization, VMware, Apache, SQL, Infrastructure, Operating Systems, Red Hat Linux, Perl, System Administration, DNS, Ubuntu, MySQL, Unix Shell Scripting, Solaris, Network Security, Firewalls, High Availability, TCP/IP, AIX, Bash, Shell Scripting, Disaster Recovery, Servers, CentOS, Cluster, Linux System..., Windows Server, SAN, Data Center, Unix, Network Administration, Active Directory, VPN, Web Development, Cloud Computing, IT Asset Management, Python, HP-UX, RedHat
Education
Millikin University 1996 — 2000
BS, Management Information Systems
Annie Glass, CPA's Morningstar Experience October 2009 - Present
Job Senior Accountant
Industry Financial Services
Experience
Morningstar October 2009 - Present
GMAC RESIDENTIAL CAPITAL, LLC / GMAC MORTGAGE, LLC October 2007 - October 2009
GMAC January 2007 - October 2007
DELOITTE and TOUCHE, LLP August 2004 - December 2006
Skills
Financial Analysis, Corporate Budgeting, Financial Reporting, Month End Close, SEC filings, Oracle General Ledger, Hyperion Planning, Hyperion Reports, Microsoft Excel, Pivot Tables, Auditing, Accounting, Sarbanes-Oxley Act, SEC Filings
Education
Muhlenberg College 2000 — 2004
Bachelors, Accounting
Morningstar October 2009 - Present
GMAC RESIDENTIAL CAPITAL, LLC / GMAC MORTGAGE, LLC October 2007 - October 2009
GMAC January 2007 - October 2007
DELOITTE and TOUCHE, LLP August 2004 - December 2006
Skills
Financial Analysis, Corporate Budgeting, Financial Reporting, Month End Close, SEC filings, Oracle General Ledger, Hyperion Planning, Hyperion Reports, Microsoft Excel, Pivot Tables, Auditing, Accounting, Sarbanes-Oxley Act, SEC Filings
Education
Muhlenberg College 2000 — 2004
Bachelors, Accounting
Rebecca Poznoski, MBA's Morningstar Experience November 2014 - June 2015
Job Management
Industry Education Management
Experience
O'Connors Pub June 2015 - Present
Morningstar November 2014 - June 2015
World of Beer Franchising, Inc. December 2013 - April 2015
MSWS April 2013 - March 2014
University of Phoenix September 2008 - March 2013
American Family Dentistry June 2008 - September 2008
City of Scottsdale April 2007 - August 2008
Herkimer BOCES October 2006 - February 2007
Padre Dam Municipal Water District July 2006 - October 2006
Merit Property Management September 2005 - July 2006
Skills
Customer Service, Teaching, Higher Education, Microsoft Word, Coaching, Microsoft Office, Microsoft Excel, Staff Development, PowerPoint, Social Media, Public Speaking, Event Planning, Sales, Adult Education, Student Development, Teamwork, Critical Thinking, Career Counseling, Retaining Customers, Team Building, Academic Advising, Academic Administration, Team Leadership, Student Counseling, Strategic Planning, Academia, Educational Leadership, Marketing, Organizational..., Community Outreach, Leadership Development, Time Management, Leadership, Training, Conflict Resolution, Management, E-Learning, Program Management, Student Affairs, Student Recruiting, Project Management
Education
University of Phoenix 2011 — 2012
Master's degree, Business Administration, Management and Operations
Montclair State University 1999 — 2002
Bachelor of Science (B.S.), Commercial Recreation and Leisure Studies
Herkimer County Community College 1997 — 1999
Associate of Science (A.S.), Tourism and Travel Services Management
O'Connors Pub June 2015 - Present
Morningstar November 2014 - June 2015
World of Beer Franchising, Inc. December 2013 - April 2015
MSWS April 2013 - March 2014
University of Phoenix September 2008 - March 2013
American Family Dentistry June 2008 - September 2008
City of Scottsdale April 2007 - August 2008
Herkimer BOCES October 2006 - February 2007
Padre Dam Municipal Water District July 2006 - October 2006
Merit Property Management September 2005 - July 2006
Skills
Customer Service, Teaching, Higher Education, Microsoft Word, Coaching, Microsoft Office, Microsoft Excel, Staff Development, PowerPoint, Social Media, Public Speaking, Event Planning, Sales, Adult Education, Student Development, Teamwork, Critical Thinking, Career Counseling, Retaining Customers, Team Building, Academic Advising, Academic Administration, Team Leadership, Student Counseling, Strategic Planning, Academia, Educational Leadership, Marketing, Organizational..., Community Outreach, Leadership Development, Time Management, Leadership, Training, Conflict Resolution, Management, E-Learning, Program Management, Student Affairs, Student Recruiting, Project Management
Education
University of Phoenix 2011 — 2012
Master's degree, Business Administration, Management and Operations
Montclair State University 1999 — 2002
Bachelor of Science (B.S.), Commercial Recreation and Leisure Studies
Herkimer County Community College 1997 — 1999
Associate of Science (A.S.), Tourism and Travel Services Management
Dushan Yovetich Dushan Yovetich's Morningstar Experience May 2013 - September 2014
Job Senior Auditor
Industry Financial Services
Experience
Morningstar May 2013 - September 2014
Rotary International November 2006 - May 2013
University of Illinois at Chicago 2003 - 2006
Skills
PwC TeamMate, COSO ERM, Microsoft Excel, VBA, IT Security Best..., ISO 27001, Internal Audit, Database Administration, PeopleSoft, Data Analysis, Windows, Auditing, Accounting, Visio, Internal Controls, Financial Reporting, Budgets, Management, Financial Analysis, GAAP, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 2001 — 2003
Master of Business Administration (M.B.A.), Management Information Systems, Finance
Northern Illinois University 1996 — 2000
Bachelor's degree, Operations Management and Supervision
Morningstar May 2013 - September 2014
Rotary International November 2006 - May 2013
University of Illinois at Chicago 2003 - 2006
Skills
PwC TeamMate, COSO ERM, Microsoft Excel, VBA, IT Security Best..., ISO 27001, Internal Audit, Database Administration, PeopleSoft, Data Analysis, Windows, Auditing, Accounting, Visio, Internal Controls, Financial Reporting, Budgets, Management, Financial Analysis, GAAP, Sarbanes-Oxley Act
Education
University of Illinois at Chicago 2001 — 2003
Master of Business Administration (M.B.A.), Management Information Systems, Finance
Northern Illinois University 1996 — 2000
Bachelor's degree, Operations Management and Supervision
Jessica Jeana Kim's Morningstar Experience January 2014 - July 2014
Job MBA Candidate, Class of 2016 at MIT Sloan School of Management
Industry Information Technology and Services
Experience
Microsoft June 2015 - Present
MIT Sloan School of Management September 2014 - Present
Morningstar January 2014 - July 2014
Morningstar May 2013 - January 2014
Morningstar May 2011 - May 2013
Morningstar August 2010 - May 2011
Morningstar July 2009 - August 2010
Skills
Product Marketing, Marketing Strategy, Go-to-market Strategy, B2B Marketing, Marketing Communications, Marketing, Relationship Management, Market Research, Project Management, Talent Acquisition, Human Resources, Talent Management, Recruiting, Data Analysis, Leadership, Training, Social Media Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Wellesley College 2005 — 2009
B.A., Psychology (Economics)
Microsoft June 2015 - Present
MIT Sloan School of Management September 2014 - Present
Morningstar January 2014 - July 2014
Morningstar May 2013 - January 2014
Morningstar May 2011 - May 2013
Morningstar August 2010 - May 2011
Morningstar July 2009 - August 2010
Skills
Product Marketing, Marketing Strategy, Go-to-market Strategy, B2B Marketing, Marketing Communications, Marketing, Relationship Management, Market Research, Project Management, Talent Acquisition, Human Resources, Talent Management, Recruiting, Data Analysis, Leadership, Training, Social Media Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA)
Wellesley College 2005 — 2009
B.A., Psychology (Economics)
Jo Guo Jo Guo's Morningstar Experience October 2011 - Present
Job Head of Fundamentals, Equity Data Operations
Industry Financial Services
Experience
Morningstar October 2011 - Present
Thomson Reuters September 2004 - August 2011
Ernst & Young June 2003 - September 2004
Skills
Market Data, Financial Markets, Equities, Data Analysis, Financial Analysis, Business Analysis, Capital Markets, Microsoft Excel, Project Management, Vendor Management, Process Improvement, Databases, SQL, Management, Morningstar Direct, Analytics, Business Requirements, Finance, Analysis
Education
Trinity International University 2011 — 2013
Master of Arts (M.A.), Counseling Ministries
Nanyang Technological University 2000 — 2003
Bachelor's degree, Accounting
Hwa Chong Junior College 1998 — 1999
A Levels, Mathematics and Statistics
Morningstar October 2011 - Present
Thomson Reuters September 2004 - August 2011
Ernst & Young June 2003 - September 2004
Skills
Market Data, Financial Markets, Equities, Data Analysis, Financial Analysis, Business Analysis, Capital Markets, Microsoft Excel, Project Management, Vendor Management, Process Improvement, Databases, SQL, Management, Morningstar Direct, Analytics, Business Requirements, Finance, Analysis
Education
Trinity International University 2011 — 2013
Master of Arts (M.A.), Counseling Ministries
Nanyang Technological University 2000 — 2003
Bachelor's degree, Accounting
Hwa Chong Junior College 1998 — 1999
A Levels, Mathematics and Statistics
Matt Brown, J.D.'s Morningstar Experience 2005 - 2006
Job Tax Manager at Lurie, LLP
Industry Accounting
Experience
Lurie, LLP January 2008 - Present
Right Sales, Inc 2003 - Present
Thomson Reuters May 2007 - June 2008
Volunteer Lawyers Network May 2007 - August 2007
Morningstar 2005 - 2006
Skills
Trusts, Tax, Estate Planning, Real Estate, Legal Research
Education
William Mitchell College of Law 2006 — 2009
J.D., Law
Loyola University Chicago 2002 — 2006
BBA, Accounting
Lurie, LLP January 2008 - Present
Right Sales, Inc 2003 - Present
Thomson Reuters May 2007 - June 2008
Volunteer Lawyers Network May 2007 - August 2007
Morningstar 2005 - 2006
Skills
Trusts, Tax, Estate Planning, Real Estate, Legal Research
Education
William Mitchell College of Law 2006 — 2009
J.D., Law
Loyola University Chicago 2002 — 2006
BBA, Accounting
Ziad Alam Ziad Alam's Morningstar Experience May 2013 - Present
Job Relationship Manager, Western Canada at Morningstar
Industry Financial Services
Experience
Morningstar May 2013 - Present
Interactive Data February 2011 - April 2013
Thomson Reuters 2005 - November 2010
Thomson Financial 2003 - 2005
CGI 2000 - 2003
CGI 1997 - 2000
Skills
Electronic Trading, Trading Systems, Back Office, FX Options, Equities, Trading, Hedge Funds, Banking, Equity Trading, Sales, CRM, Business Development, Morningstar Direct, Selling
Education
McGill University 1990 — 1994
Repton School, UK 1985 — 1990
Morningstar May 2013 - Present
Interactive Data February 2011 - April 2013
Thomson Reuters 2005 - November 2010
Thomson Financial 2003 - 2005
CGI 2000 - 2003
CGI 1997 - 2000
Skills
Electronic Trading, Trading Systems, Back Office, FX Options, Equities, Trading, Hedge Funds, Banking, Equity Trading, Sales, CRM, Business Development, Morningstar Direct, Selling
Education
McGill University 1990 — 1994
Repton School, UK 1985 — 1990
Kevin Loffredi Kevin Loffredi's Morningstar Experience April 2013 - Present
Job Vice President, Integrated Web Tools at Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
Morningstar November 2010 - March 2013
Advanced Sales & Marketing Corporation 2001 - November 2010
Skills
Asset Allocation, Mutual Funds, Business Development, Investments, Portfolio Management, Asset Management, Series 7, Financial Analysis, Strategic Financial...
Education
Northern Illinois University
Bachelor of Science, Finance
Morningstar April 2013 - Present
Morningstar November 2010 - March 2013
Advanced Sales & Marketing Corporation 2001 - November 2010
Skills
Asset Allocation, Mutual Funds, Business Development, Investments, Portfolio Management, Asset Management, Series 7, Financial Analysis, Strategic Financial...
Education
Northern Illinois University
Bachelor of Science, Finance
Christopher Montoya Christopher Montoya's Morningstar Experience February 2014 - Present
Job Scrum Master at Equifax
Industry Information Technology and Services
Experience
Equifax June 2015 - Present
Morningstar February 2014 - Present
Grainger September 2013 - February 2014
Grainger March 2012 - September 2013
Discovery Health June 2011 - March 2012
Sears Holdings Corporation January 2011 - May 2011
Sears Holdings September 2010 - January 2011
Orbitz Worldwide December 2009 - September 2010
Sears May 2007 - December 2009
Skills
Agile Methodologies, Scrum, E-commerce, Agile Project Management, Business Analysis, SDLC, Requirements Analysis, Management, Software Project..., Leadership, Team Management, Software Development, SQL, Business Intelligence, Requirements Gathering, Web Applications, JIRA, Vendor Management, Enterprise Architecture, Scene7, Confluence, Akamai, Omniture, Coremetrics Analytics, Atlassian JIRA, Mingle, BazaarVoice, ITIL v3 Foundations...
Education
Michigan State University 2001 — 2007
Masters, Telecommunication - Information Studies and Media w/emphasis in IT Management
Equifax June 2015 - Present
Morningstar February 2014 - Present
Grainger September 2013 - February 2014
Grainger March 2012 - September 2013
Discovery Health June 2011 - March 2012
Sears Holdings Corporation January 2011 - May 2011
Sears Holdings September 2010 - January 2011
Orbitz Worldwide December 2009 - September 2010
Sears May 2007 - December 2009
Skills
Agile Methodologies, Scrum, E-commerce, Agile Project Management, Business Analysis, SDLC, Requirements Analysis, Management, Software Project..., Leadership, Team Management, Software Development, SQL, Business Intelligence, Requirements Gathering, Web Applications, JIRA, Vendor Management, Enterprise Architecture, Scene7, Confluence, Akamai, Omniture, Coremetrics Analytics, Atlassian JIRA, Mingle, BazaarVoice, ITIL v3 Foundations...
Education
Michigan State University 2001 — 2007
Masters, Telecommunication - Information Studies and Media w/emphasis in IT Management
Catalina Lauf's Morningstar Experience May 2015 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
The Firm Consulting, LLC June 2014 - February 2015
Hill+Knowlton Strategies January 2014 - March 2014
LEVICK June 2013 - August 2013
Ohio Victory September 2012 - November 2012
Congressional Campaign May 2012 - August 2012
Skills
Strategic Communications, Politics, Event Planning, Fundraising, Corporate Communications, Marketing, Press Releases, Media Relations, Public Policy, Cision, Strategy
Education
Miami University 2011 — 2013
Communications, Political Science
Global Learning
Morningstar May 2015 - Present
The Firm Consulting, LLC June 2014 - February 2015
Hill+Knowlton Strategies January 2014 - March 2014
LEVICK June 2013 - August 2013
Ohio Victory September 2012 - November 2012
Congressional Campaign May 2012 - August 2012
Skills
Strategic Communications, Politics, Event Planning, Fundraising, Corporate Communications, Marketing, Press Releases, Media Relations, Public Policy, Cision, Strategy
Education
Miami University 2011 — 2013
Communications, Political Science
Global Learning
Chunka Mui's Morningstar Experience March 2010 - January 2012
Job Author and Business Advisor: I help design and stress test digital innovation strategies
Industry Management Consulting
Experience
The New Killer Apps: How Large Companies Can Out-Innovate Start-Ups December 2013 - Present
Devil's Advocate Group August 2009 - Present
Unleashing the Killer App and Billion-Dollar Lessons April 1998 - Present
Forbes.com December 2010 - Present
Viewpoints Research Institute October 2007 - Present
Saint Ignatius College Prep August 2011 - August 2014
Morningstar March 2010 - January 2012
Diamond Management and Technology Consultants January 2003 - December 2008
Context Magazine November 1997 - December 2002
Diamond May 1996 - December 2002
Skills
Business Strategy, Strategy, Start-ups, Entrepreneurship, Innovation, Digital Strategy, Strategic Partnerships, Leadership, Strategic Planning, Management Consulting, Business Transformation, Management, Marketing, Mobile Devices, Research, Business Development, Executive Management, IT Strategy, Out Of the Box, Strategic Consulting, Product Management, Program Management, Mergers & Acquisitions, Writing, E-commerce, Competitive Analysis, Market Research, Thought Leadership, Consulting, Social Media, Venture Capital, Product Marketing, New Business Development, Strategic Thinking, Business Planning, Market Analysis, Analytics, strategic stress testing
Education
M.I.T. 1980 — 1984
BS, Computer Science and Engineering
Saint Ignatius College Prep (Chicago) 1976 — 1980
The New Killer Apps: How Large Companies Can Out-Innovate Start-Ups December 2013 - Present
Devil's Advocate Group August 2009 - Present
Unleashing the Killer App and Billion-Dollar Lessons April 1998 - Present
Forbes.com December 2010 - Present
Viewpoints Research Institute October 2007 - Present
Saint Ignatius College Prep August 2011 - August 2014
Morningstar March 2010 - January 2012
Diamond Management and Technology Consultants January 2003 - December 2008
Context Magazine November 1997 - December 2002
Diamond May 1996 - December 2002
Skills
Business Strategy, Strategy, Start-ups, Entrepreneurship, Innovation, Digital Strategy, Strategic Partnerships, Leadership, Strategic Planning, Management Consulting, Business Transformation, Management, Marketing, Mobile Devices, Research, Business Development, Executive Management, IT Strategy, Out Of the Box, Strategic Consulting, Product Management, Program Management, Mergers & Acquisitions, Writing, E-commerce, Competitive Analysis, Market Research, Thought Leadership, Consulting, Social Media, Venture Capital, Product Marketing, New Business Development, Strategic Thinking, Business Planning, Market Analysis, Analytics, strategic stress testing
Education
M.I.T. 1980 — 1984
BS, Computer Science and Engineering
Saint Ignatius College Prep (Chicago) 1976 — 1980
Brian West Brian West's Morningstar Experience January 2008 - August 2013
Job Senior Account Executive Big Data Platform Specialist at HewlettPackard
Industry Computer Software
Experience
Hewlett-Packard February 2015 - Present
SAP August 2013 - January 2015
Morningstar January 2008 - August 2013
Travelex January 2005 - December 2007
Skills
FX Options, Sales, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Equities, Asset Management, Relationship Management, Wealth Management, Financial Services
Education
St. Louis University, Cook School of Business 2010 — 2013
Master of Business Administration (MBA), Management and Marketing
Missouri State University 1987 — 1992
BA, History
Parkway West High
Hewlett-Packard February 2015 - Present
SAP August 2013 - January 2015
Morningstar January 2008 - August 2013
Travelex January 2005 - December 2007
Skills
FX Options, Sales, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Alternative Investments, Equities, Asset Management, Relationship Management, Wealth Management, Financial Services
Education
St. Louis University, Cook School of Business 2010 — 2013
Master of Business Administration (MBA), Management and Marketing
Missouri State University 1987 — 1992
BA, History
Parkway West High
Ken Wozniak's Morningstar Experience May 2003 - August 2003
Job Reporting Enthusiast
Industry Logistics and Supply Chain
Experience
Sears Holdings Corporation April 2014 - Present
WW Grainger September 2011 - December 2013
Grainger July 2010 - September 2011
Grainger June 2008 - July 2010
Grainger April 2007 - June 2008
Grainger July 2006 - April 2007
Morningstar May 2003 - August 2003
Morningstar May 2002 - August 2002
Skills
Inventory Management, Supply Chain, Inventory Control, Logistics, Supply Chain Management, Purchasing, Operations Management, Warehousing, Customer Service, Sales, Team Building, Account Management, Process Improvement, Forecasting, Sales Operations, Customer Satisfaction, Continuous Improvement, Negotiation, Retail, Coaching, Microsoft Excel, Access, Project Management, Microsoft Office, Document Management, Avaya, Employee Training, Workforce Management, Vendor Management, Pricing Strategy, Lean Thinking
Education
Northern Illinois University 2000 — 2005
Economics
Sears Holdings Corporation April 2014 - Present
WW Grainger September 2011 - December 2013
Grainger July 2010 - September 2011
Grainger June 2008 - July 2010
Grainger April 2007 - June 2008
Grainger July 2006 - April 2007
Morningstar May 2003 - August 2003
Morningstar May 2002 - August 2002
Skills
Inventory Management, Supply Chain, Inventory Control, Logistics, Supply Chain Management, Purchasing, Operations Management, Warehousing, Customer Service, Sales, Team Building, Account Management, Process Improvement, Forecasting, Sales Operations, Customer Satisfaction, Continuous Improvement, Negotiation, Retail, Coaching, Microsoft Excel, Access, Project Management, Microsoft Office, Document Management, Avaya, Employee Training, Workforce Management, Vendor Management, Pricing Strategy, Lean Thinking
Education
Northern Illinois University 2000 — 2005
Economics
Neil Isono Neil Isono's Morningstar Experience July 2015 - Present
Job Business Analyst at Morningstar
Industry Investment Management
Experience
Morningstar July 2015 - Present
Morningstar March 2014 - July 2015
Martin Investment Management, LLC December 2012 - March 2014
Martin Investment Management, LLC September 2012 - December 2012
Golden Country Oriental Foods, LLC September 2012 - December 2012
Wisconsin State Assembly January 2011 - May 2012
Golden Country Oriental Foods, LLC June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Editing, Analysis
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Management and Human Resources
Nankai University 2010 — 2011
Mandarin Chinese Language and Culture
Morningstar July 2015 - Present
Morningstar March 2014 - July 2015
Martin Investment Management, LLC December 2012 - March 2014
Martin Investment Management, LLC September 2012 - December 2012
Golden Country Oriental Foods, LLC September 2012 - December 2012
Wisconsin State Assembly January 2011 - May 2012
Golden Country Oriental Foods, LLC June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Editing, Analysis
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Management and Human Resources
Nankai University 2010 — 2011
Mandarin Chinese Language and Culture
Gloria Silvana Hunt's Morningstar Experience 2000 - 2000
Job Executive Administrative Assistant
Industry Executive Office
Experience
Compounding Pharmacist April 2008 - Present
National Real Estate, LLC December 2012 - Present
Kyäni October 2014 - Present
United Blood Services November 2004 - April 2008
Bellini Baby August 1988 - March 2003
Morningstar 2000 - 2000
Skills
Leadership, Time Management, Customer Service, Management, Multilingual, Brazilian Portuguese, Spanish, Microsoft Office, Public Speaking, Microsoft Word, Mac OS, Administration, Translation, Highly skilled..., Italian, Microsoft Excel, LDS, French, PTCB, PowerPoint, Compounding Medications, Infectious Diseases, Phlebotomy, Multi Tasking, Cpr Certified, People-oriented, Latin American culture, Interior Design, Research, International Sales, Administrative..., Windows, Data Entry, Outlook, Editing, Bedside Manner, Nonprofits, Administrative..., Sales, Social Media, Social Media Marketing, Social Networking, Team Building, Training, Office Administration
Education
Northeastern Illinois University 1988 — 1993
Associate's degree, Romance Languages, Literatures, and Linguistics
KEY REALTY 2013 — 2014
National Certification, Real Estate
Heritage College Las Vegas 2003 — 2005
Nationally Certified Compounding Pharmacy Technician, Medicinal and Pharmaceutical Chemistry
Las Vegas College 2000 — 2002
Scoping Degree, Court Reporting/Court Reporter
Theodore Roosevelt High School - Chicago, Illinois 1987 — 1988
High School, General Studies, Half of 11th-12
Senn High School - Chicago, Illinois 1984 — 1987
High School, General Studies, Freshman thru Junior
Compounding Pharmacist April 2008 - Present
National Real Estate, LLC December 2012 - Present
Kyäni October 2014 - Present
United Blood Services November 2004 - April 2008
Bellini Baby August 1988 - March 2003
Morningstar 2000 - 2000
Skills
Leadership, Time Management, Customer Service, Management, Multilingual, Brazilian Portuguese, Spanish, Microsoft Office, Public Speaking, Microsoft Word, Mac OS, Administration, Translation, Highly skilled..., Italian, Microsoft Excel, LDS, French, PTCB, PowerPoint, Compounding Medications, Infectious Diseases, Phlebotomy, Multi Tasking, Cpr Certified, People-oriented, Latin American culture, Interior Design, Research, International Sales, Administrative..., Windows, Data Entry, Outlook, Editing, Bedside Manner, Nonprofits, Administrative..., Sales, Social Media, Social Media Marketing, Social Networking, Team Building, Training, Office Administration
Education
Northeastern Illinois University 1988 — 1993
Associate's degree, Romance Languages, Literatures, and Linguistics
KEY REALTY 2013 — 2014
National Certification, Real Estate
Heritage College Las Vegas 2003 — 2005
Nationally Certified Compounding Pharmacy Technician, Medicinal and Pharmaceutical Chemistry
Las Vegas College 2000 — 2002
Scoping Degree, Court Reporting/Court Reporter
Theodore Roosevelt High School - Chicago, Illinois 1987 — 1988
High School, General Studies, Half of 11th-12
Senn High School - Chicago, Illinois 1984 — 1987
High School, General Studies, Freshman thru Junior
Amanda Riggleman Amanda Riggleman's Morningstar Experience November 2013 - Present
Job Conversion Analyst at Morningstar
Industry Design
Experience
Morningstar November 2013 - Present
AR Stix & Shirts May 2009 - Present
Morningstar March 2012 - November 2013
Skills
Analysis, Customer Service, Microsoft Office
Education
Mount St. Mary's University 2004 — 2008
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
West Virginia University 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Morningstar November 2013 - Present
AR Stix & Shirts May 2009 - Present
Morningstar March 2012 - November 2013
Skills
Analysis, Customer Service, Microsoft Office
Education
Mount St. Mary's University 2004 — 2008
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
West Virginia University 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Dan Berkowitz Dan Berkowitz's Morningstar Experience July 2007 - August 2008
Job Director, Collaborative Learning at Philadelphia Orchestra Association
Industry Music
Experience
Philadelphia Orchestra Association January 2015 - Present
Los Angeles Philharmonic January 2010 - January 2015
Morningstar UK August 2008 - September 2009
Morningstar July 2007 - August 2008
Skills
Music, Orchestral Music, Fundraising, Research, Social Media, SEO, Event Planning, Social Media Marketing, Non-profits, Editing, Public Speaking, Blogging, Online Advertising, Event Management, Creative Writing, Strategic Planning, Teaching, Microsoft Office, Music Education, Arts Administration, Program Management, Entrepreneurship, Entertainment, Theatre, Nonprofits, Trombone
Education
Northwestern University
BA/BM, Economics, Trombone Performance, Arts Administration Minor
New England Conservatory of Music 2009 — 2010
Post-graduate Certificate, Abreu Fellowship
Philadelphia Orchestra Association January 2015 - Present
Los Angeles Philharmonic January 2010 - January 2015
Morningstar UK August 2008 - September 2009
Morningstar July 2007 - August 2008
Skills
Music, Orchestral Music, Fundraising, Research, Social Media, SEO, Event Planning, Social Media Marketing, Non-profits, Editing, Public Speaking, Blogging, Online Advertising, Event Management, Creative Writing, Strategic Planning, Teaching, Microsoft Office, Music Education, Arts Administration, Program Management, Entrepreneurship, Entertainment, Theatre, Nonprofits, Trombone
Education
Northwestern University
BA/BM, Economics, Trombone Performance, Arts Administration Minor
New England Conservatory of Music 2009 — 2010
Post-graduate Certificate, Abreu Fellowship
Molly Marino Molly Marino's Morningstar Experience September 2002 - January 2009
Job Broker, Baird & Warner & Owner, Urban Retreat
Industry Real Estate
Experience
Baird & Warner March 2010 - Present
Urban ReTreat Chicago February 2010 - Present
Chicago English Bulldog Rescue 2003 - Present
mIdeas Marketing and Business Development March 2009 - November 2011
Morningstar September 2002 - January 2009
AT&T Wireless 1999 - 2002
Bender, Browning, Dolby & Sanderson April 1997 - 1999
J. Walter Thompson Detroit May 1995 - April 1997
Skills
Non-profits, Marketing, CRM, Sales, New Business Development, Marketing Communications, Competitive Analysis, Marketing Strategy, Business Development, Negotiation, Direct Marketing, Integrated Marketing, Nonprofits, Selling, Real Estate, Social Media Marketing, Advertising, Brand Management, Marketing Management, Lead Generation, Fundraising, Residential Homes, Strategy, Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Entrepreneurship, Marketing
Miami University 1991 — 1995
B.A & B.S., Mass Communications and Public Relations
Baird & Warner March 2010 - Present
Urban ReTreat Chicago February 2010 - Present
Chicago English Bulldog Rescue 2003 - Present
mIdeas Marketing and Business Development March 2009 - November 2011
Morningstar September 2002 - January 2009
AT&T Wireless 1999 - 2002
Bender, Browning, Dolby & Sanderson April 1997 - 1999
J. Walter Thompson Detroit May 1995 - April 1997
Skills
Non-profits, Marketing, CRM, Sales, New Business Development, Marketing Communications, Competitive Analysis, Marketing Strategy, Business Development, Negotiation, Direct Marketing, Integrated Marketing, Nonprofits, Selling, Real Estate, Social Media Marketing, Advertising, Brand Management, Marketing Management, Lead Generation, Fundraising, Residential Homes, Strategy, Management
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Entrepreneurship, Marketing
Miami University 1991 — 1995
B.A & B.S., Mass Communications and Public Relations
Raghavendra Sidhanti Raghavendra Sidhanti's Morningstar Experience June 2009 - May 2012
Job Engineer at Big Fish
Industry Internet
Experience
Big Fish July 2013 - Present
MarkMonitor May 2012 - July 2013
Morningstar June 2009 - May 2012
Citi June 2008 - August 2008
Skills
Java, Hadoop, Spring, Hibernate, MapReduce, HDFS, Python, C, Algorithms, Struts, Software Development, Continuous Integration, JavaScript, SQL, Test Automation, MySQL, Linux, Agile Methodologies, XML, Software Engineering, Shell Scripting, Java Enterprise Edition, JSP, Eclipse
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
M.S., Computer Engineering
National Institute of Technology Karnataka 2003 — 2007
B.Tech, Electronics & Communication Engineering
Big Fish July 2013 - Present
MarkMonitor May 2012 - July 2013
Morningstar June 2009 - May 2012
Citi June 2008 - August 2008
Skills
Java, Hadoop, Spring, Hibernate, MapReduce, HDFS, Python, C, Algorithms, Struts, Software Development, Continuous Integration, JavaScript, SQL, Test Automation, MySQL, Linux, Agile Methodologies, XML, Software Engineering, Shell Scripting, Java Enterprise Edition, JSP, Eclipse
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
M.S., Computer Engineering
National Institute of Technology Karnataka 2003 — 2007
B.Tech, Electronics & Communication Engineering
Olesya Petryshyn, CPA Olesya Petryshyn, CPA's Morningstar Experience September 2006 - September 2007
Job Manager at EY
Industry Accounting
Experience
EY October 2014 - Present
Ernst & Young LLP July 2013 - September 2014
Gleacher & Company Securities, Inc. February 2012 - June 2013
True Partners Consulting June 2011 - February 2012
True Partners Consulting August 2009 - June 2011
True Partners Consulting May 2008 - February 2009
Morningstar September 2006 - September 2007
Skills
Tax Compliance, Corporate Tax, GAAP, Tax, Accounting, Tax Accounting, Tax Research, International Tax
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MSA, Accounting
Loyola University Chicago 2004 — 2008
BBA, Accounting, Finance
EY October 2014 - Present
Ernst & Young LLP July 2013 - September 2014
Gleacher & Company Securities, Inc. February 2012 - June 2013
True Partners Consulting June 2011 - February 2012
True Partners Consulting August 2009 - June 2011
True Partners Consulting May 2008 - February 2009
Morningstar September 2006 - September 2007
Skills
Tax Compliance, Corporate Tax, GAAP, Tax, Accounting, Tax Accounting, Tax Research, International Tax
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2009
MSA, Accounting
Loyola University Chicago 2004 — 2008
BBA, Accounting, Finance
Mike Pakowski Mike Pakowski's Morningstar Experience January 2014 - Present
Job Advertising at Morningstar
Industry Marketing and Advertising
Experience
Morningstar January 2014 - Present
Chicago Independent Radio Project (CHIRP) October 2011 - Present
CHIRP Radio January 2009 - Present
CHIRP Radio January 2009 - Present
ValueClick Media October 2009 - January 2014
Taproot Foundation September 2011 - April 2012
Napkin Labs April 2010 - December 2011
Shaker Recruitment Advertising & Communications 2007 - 2009
Shaker Recruitment Advertising & Communications 2005 - 2007
Shaker Recruitment Advertising & Communications 2004 - 2005
Skills
Account Management, Project Management, Media Strategy, Creative Strategy, Campaign Management, Client Services, Account Strategy, Campaign Development, Campaign Strategy, Campaign Planning, Social Media, New Media, Digital Marketing, Digital Media, Digital Strategy, Online Advertising, Online Marketing, Interactive Advertising, Interactive Marketing, Brand Development, Brand Awareness, Marketing Strategy, Radio Promotions, Non-profit Marketing, Volunteer Management, Innovation Management, Innovative Thinking, Creative Problem Solving, Outdoor Advertising, Mobile Marketing, Direct Marketing, Retargeting, Customer Retention, Customer Acquisition, Customer Relationship..., Strategic Planning, Display Advertising, Mobile Advertising, Integrated Marketing, Radio, Advertising, Marketing, SEM, Social Networking, Facebook, Fruit, Ninja Skills, Small Talk, Competitive Analysis, Market Research
Education
Northern Illinois University
Bachelor of Arts, Political Science & Communications
Purdue University Calumet
Associate of Arts (AA)
The Second City Training Center
Comedy Writing Program
Morningstar January 2014 - Present
Chicago Independent Radio Project (CHIRP) October 2011 - Present
CHIRP Radio January 2009 - Present
CHIRP Radio January 2009 - Present
ValueClick Media October 2009 - January 2014
Taproot Foundation September 2011 - April 2012
Napkin Labs April 2010 - December 2011
Shaker Recruitment Advertising & Communications 2007 - 2009
Shaker Recruitment Advertising & Communications 2005 - 2007
Shaker Recruitment Advertising & Communications 2004 - 2005
Skills
Account Management, Project Management, Media Strategy, Creative Strategy, Campaign Management, Client Services, Account Strategy, Campaign Development, Campaign Strategy, Campaign Planning, Social Media, New Media, Digital Marketing, Digital Media, Digital Strategy, Online Advertising, Online Marketing, Interactive Advertising, Interactive Marketing, Brand Development, Brand Awareness, Marketing Strategy, Radio Promotions, Non-profit Marketing, Volunteer Management, Innovation Management, Innovative Thinking, Creative Problem Solving, Outdoor Advertising, Mobile Marketing, Direct Marketing, Retargeting, Customer Retention, Customer Acquisition, Customer Relationship..., Strategic Planning, Display Advertising, Mobile Advertising, Integrated Marketing, Radio, Advertising, Marketing, SEM, Social Networking, Facebook, Fruit, Ninja Skills, Small Talk, Competitive Analysis, Market Research
Education
Northern Illinois University
Bachelor of Arts, Political Science & Communications
Purdue University Calumet
Associate of Arts (AA)
The Second City Training Center
Comedy Writing Program
Michael Yuan Michael Yuan's Morningstar Experience January 2010 - June 2011
Job Vice President & Corporate Counsel, Structured Credit Ratings at Morningstar
Industry Financial Services
Experience
Morningstar Credit Ratings, LLC June 2011 - Present
Morningstar January 2010 - June 2011
RCI Staffing / JP Morgan Chase 2005 - 2006
Education
Loyola University of Chicago 2006 — 2009
Doctor of Law (JD)
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.)
Morningstar Credit Ratings, LLC June 2011 - Present
Morningstar January 2010 - June 2011
RCI Staffing / JP Morgan Chase 2005 - 2006
Education
Loyola University of Chicago 2006 — 2009
Doctor of Law (JD)
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.)
Nan Chen, CFA, FRM Nan Chen, CFA, FRM's Morningstar Experience April 2009 - October 2010
Job Analyst, Quantitative Investment, RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management April 2014 - Present
Manulife Asset Management October 2010 - March 2014
Morningstar April 2009 - October 2010
C.P.M.S Morningstar May 2006 - April 2009
Skills
Microsoft Excel, Equity Research, Asset Managment, Risk Management, Performance Attribution, Risk Modeling, Backtesting, VBA, Asset Management, Analysis, Investments, Portfolio Management, Trading, Equities, Financial Risk, Bloomberg, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Asset Allocation, Quantitative Finance, Hedge Funds, Derivatives, Investment Management, Securities, Quantitative Analytics, Mutual Funds, Alternative Investments
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA, Alternative Investment
CFA Institute
Chartered Financial Analyst
GARP-Global Association of Risk Professionals
Financial Risks Manager
McMaster University 2002 — 2006
Hon.B.Comm, Major in Finance. Minors in Economics, Psychology
George Brown College (personal interest)
Baking Arts (personal interest), Baking and Pastry Arts/Baker/Pastry Chef
RBC Global Asset Management April 2014 - Present
Manulife Asset Management October 2010 - March 2014
Morningstar April 2009 - October 2010
C.P.M.S Morningstar May 2006 - April 2009
Skills
Microsoft Excel, Equity Research, Asset Managment, Risk Management, Performance Attribution, Risk Modeling, Backtesting, VBA, Asset Management, Analysis, Investments, Portfolio Management, Trading, Equities, Financial Risk, Bloomberg, Capital Markets, Valuation, Fixed Income, Financial Modeling, Investment Strategies, Asset Allocation, Quantitative Finance, Hedge Funds, Derivatives, Investment Management, Securities, Quantitative Analytics, Mutual Funds, Alternative Investments
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA, Alternative Investment
CFA Institute
Chartered Financial Analyst
GARP-Global Association of Risk Professionals
Financial Risks Manager
McMaster University 2002 — 2006
Hon.B.Comm, Major in Finance. Minors in Economics, Psychology
George Brown College (personal interest)
Baking Arts (personal interest), Baking and Pastry Arts/Baker/Pastry Chef
Susan Rutti Susan Rutti's Morningstar Experience June 1999 - November 2002
Job Senior Administrative Assistant at Deloitte
Industry Accounting
Experience
Deloitte July 2014 - Present
USG April 2004 - June 2014
Morningstar June 1999 - November 2002
Four Seasons Hotels and Resorts April 1993 - August 1998
Skills
Purchasing, Materials, Onboarding, Contract Negotiation, Pricing, Forecasting, Sales Management, Microsoft Word, Sales Operations, Product Development, Talent Management, Operations Management, Leadership, Construction, Contract Management
Education
Michigan State University 1981 — 1984
BA, Hotel, Restaurant and Institutional Management
Deloitte July 2014 - Present
USG April 2004 - June 2014
Morningstar June 1999 - November 2002
Four Seasons Hotels and Resorts April 1993 - August 1998
Skills
Purchasing, Materials, Onboarding, Contract Negotiation, Pricing, Forecasting, Sales Management, Microsoft Word, Sales Operations, Product Development, Talent Management, Operations Management, Leadership, Construction, Contract Management
Education
Michigan State University 1981 — 1984
BA, Hotel, Restaurant and Institutional Management
John DeMastri's Morningstar Experience April 2013 - Present
Job VP, Head of Technology Applications at Morningstar
Industry Information Technology and Services
Experience
Morningstar April 2013 - Present
Skills
SQL, Enterprise Architecture, Software Development, SDLC, Agile Methodologies, SOA, C#, Database Design, Software Project..., .NET, Microsoft SQL Server, Software Design, Integration, iOS, Visio, Business Analysis, Data Warehousing, Software Engineering, Web Services, ASP.NET, Requirements Analysis, Strategic Planning, Agile Project Management, Investment Properties, Consulting, Databases, Enterprise Software, XML, Unix, Morningstar Direct, Management, Scrum, Web Applications, Requirements Gathering, T-SQL, IT Strategy, REST, Solution Architecture, IIS, JavaScript, Oracle, Business Intelligence, WCF, Cloud Computing, Disaster Recovery, Java, Architecture, Visual Studio, System Architecture, Linux
Education
Northwestern University 2007 — 2010
Northwestern University 1996 — 1997
Milwaukee School of Engineering
BS
Morningstar April 2013 - Present
Skills
SQL, Enterprise Architecture, Software Development, SDLC, Agile Methodologies, SOA, C#, Database Design, Software Project..., .NET, Microsoft SQL Server, Software Design, Integration, iOS, Visio, Business Analysis, Data Warehousing, Software Engineering, Web Services, ASP.NET, Requirements Analysis, Strategic Planning, Agile Project Management, Investment Properties, Consulting, Databases, Enterprise Software, XML, Unix, Morningstar Direct, Management, Scrum, Web Applications, Requirements Gathering, T-SQL, IT Strategy, REST, Solution Architecture, IIS, JavaScript, Oracle, Business Intelligence, WCF, Cloud Computing, Disaster Recovery, Java, Architecture, Visual Studio, System Architecture, Linux
Education
Northwestern University 2007 — 2010
Northwestern University 1996 — 1997
Milwaukee School of Engineering
BS
Neal Ringquist's Morningstar Experience July 2003 - April 2005
Job
Industry Financial Services
Experience
Retirement Clearinghouse October 2014 - Present
MONDO Financial December 2013 - Present
Advisor Software, Inc. April 2005 - September 2014
Morningstar July 2003 - April 2005
mPower 1999 - 2003
Wells Fargo April 1990 - January 1999
Skills
Product Marketing, Financial Advisory, Strategy, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Strategic Planning, SaaS, Investment Strategies, Business Strategy, Executive Management, Investments, Sales, Asset Management, Management, Finance, 401k, Asset Allocation, Retirement, Investment Advisory, Outsourcing, Financial Modeling, Investment Management, Securities, Integration, Equities, Relationship Management, Venture Capital, Retirement Planning, Business Planning, Mergers & Acquisitions, ETFs, Series 7, Start-ups, Morningstar Direct, Marketing, Financial Services, Product Management
Education
Middlebury College
BA, Economics
The University of Chicago - Booth School of Business
MBA, Finance
Retirement Clearinghouse October 2014 - Present
MONDO Financial December 2013 - Present
Advisor Software, Inc. April 2005 - September 2014
Morningstar July 2003 - April 2005
mPower 1999 - 2003
Wells Fargo April 1990 - January 1999
Skills
Product Marketing, Financial Advisory, Strategy, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Strategic Planning, SaaS, Investment Strategies, Business Strategy, Executive Management, Investments, Sales, Asset Management, Management, Finance, 401k, Asset Allocation, Retirement, Investment Advisory, Outsourcing, Financial Modeling, Investment Management, Securities, Integration, Equities, Relationship Management, Venture Capital, Retirement Planning, Business Planning, Mergers & Acquisitions, ETFs, Series 7, Start-ups, Morningstar Direct, Marketing, Financial Services, Product Management
Education
Middlebury College
BA, Economics
The University of Chicago - Booth School of Business
MBA, Finance
Chris Weirath's Morningstar Experience June 2014 - Present
Job
Industry Financial Services
Experience
Morningstar June 2014 - Present
Morningstar November 2010 - Present
Education
University of Chicago GSB 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
Marquette University 1989 — 1993
Bachelor of Science (B.S.)
Morningstar June 2014 - Present
Morningstar November 2010 - Present
Education
University of Chicago GSB 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
Marquette University 1989 — 1993
Bachelor of Science (B.S.)
Mary Jo Staresinich's Morningstar Experience April 2001 - October 2001
Job Project Manager, Marketing
Industry Financial Services
Experience
NXT Capital April 2012 - Present
Hancock + Hancock Inc. June 2003 - April 2012
Morningstar April 2001 - October 2001
Morningstar March 2000 - March 2001
Morningstar January 1999 - February 2000
Morningstar January 1996 - December 1998
Morningstar October 1992 - December 1995
Skills
Notary Public, CRM, Microsoft Word, Project Management, Marketing, Account Management, Sales, Time Management, Relationship Management, Financial Services, Pricing, Strategy, Business Analysis
Education
Loyola University of Chicago 1988 — 1992
Bachelor of Business Administration, Finance
NXT Capital April 2012 - Present
Hancock + Hancock Inc. June 2003 - April 2012
Morningstar April 2001 - October 2001
Morningstar March 2000 - March 2001
Morningstar January 1999 - February 2000
Morningstar January 1996 - December 1998
Morningstar October 1992 - December 1995
Skills
Notary Public, CRM, Microsoft Word, Project Management, Marketing, Account Management, Sales, Time Management, Relationship Management, Financial Services, Pricing, Strategy, Business Analysis
Education
Loyola University of Chicago 1988 — 1992
Bachelor of Business Administration, Finance
Justin Perucki's Morningstar Experience June 2004 - March 2010
Job Vice President at Advisory Research
Industry Financial Services
Experience
Advisory Research March 2010 - Present
Morningstar June 2004 - March 2010
Huntington National Bank May 2003 - May 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
Miami University 1999 — 2003
BSBA, Finance
Advisory Research March 2010 - Present
Morningstar June 2004 - March 2010
Huntington National Bank May 2003 - May 2004
Education
The University of Chicago Booth School of Business 2006 — 2008
Miami University 1999 — 2003
BSBA, Finance
Guocheng Jin, CFA's Morningstar Experience January 2009 - August 2012
Job Servicing Capital Market at Freddie Mac
Industry Financial Services
Experience
Freddie Mac October 2012 - Present
Morningstar January 2009 - August 2012
Morningstar January 2007 - December 2008
Morningstar August 2005 - January 2007
Morningstar April 2004 - July 2005
Chicago Internet May 2002 - March 2004
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Strategy and Finance
Nanjing University
Freddie Mac October 2012 - Present
Morningstar January 2009 - August 2012
Morningstar January 2007 - December 2008
Morningstar August 2005 - January 2007
Morningstar April 2004 - July 2005
Chicago Internet May 2002 - March 2004
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Strategy and Finance
Nanjing University
Lucian Marinescu, CFA's Morningstar Experience May 2015 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Morningstar May 2015 - Present
Morningstar April 2014 - May 2015
Ibbotson Associates June 2012 - March 2014
Ibbotson Associates June 2010 - June 2012
Skills
Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Alternative Investments, Investment Management, Portfolio Management, Investments, Equities, Fixed Income, Hedge Funds, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Analytic Finance, Economics, Strategy
Monmouth College
Bachelor of Arts (B.A.), Economics, Business
Morningstar May 2015 - Present
Morningstar April 2014 - May 2015
Ibbotson Associates June 2012 - March 2014
Ibbotson Associates June 2010 - June 2012
Skills
Asset Allocation, Investment Strategies, Asset Management, Mutual Funds, Alternative Investments, Investment Management, Portfolio Management, Investments, Equities, Fixed Income, Hedge Funds, Financial Modeling
Education
The University of Chicago - Booth School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Analytic Finance, Economics, Strategy
Monmouth College
Bachelor of Arts (B.A.), Economics, Business
Benjamin Alpert's Morningstar Experience September 2007 - Present
Job Senior Research Engineer
Industry Financial Services
Experience
Morningstar September 2007 - Present
Trenwith Group, LLC February 2002 - September 2007
BDO Valuation Advisors, LLC 2002 - 2007
Scudder Funds 1999 - 2000
Skills
Financial Modeling, Valuation, Alternative Investments, Portfolio Management, Strategy, Hedge Funds, Morningstar Direct, Mutual Funds, Investments, Derivatives, Finance, Asset Allocation, Asset Management
Education
Miami University 1995 — 1999
BS, Economics
Morningstar September 2007 - Present
Trenwith Group, LLC February 2002 - September 2007
BDO Valuation Advisors, LLC 2002 - 2007
Scudder Funds 1999 - 2000
Skills
Financial Modeling, Valuation, Alternative Investments, Portfolio Management, Strategy, Hedge Funds, Morningstar Direct, Mutual Funds, Investments, Derivatives, Finance, Asset Allocation, Asset Management
Education
Miami University 1995 — 1999
BS, Economics
Dan Bacarella's Morningstar Experience September 2014 - Present
Job Product Manager Advisor Workstation at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar September 2010 - August 2014
Morningstar January 2008 - August 2010
Morningstar September 2005 - December 2007
Hewitt Associates September 2001 - September 2005
Skills
Business Analysis, Product Management, SDLC, Software Project..., Financial Services, Agile Methodologies, Project Management, Equities, Mutual Funds, Financial Modeling, Portfolio Management, Relationship Management, Strategy, Asset Management, Investments, Agile & Waterfall..., Product Development, Morningstar Direct
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters of Business Administration, Finance, Entrepreneurship, Marketing
Miami University 1997 — 2001
Bachelor of Science, Finance, General
Morningstar September 2014 - Present
Morningstar September 2010 - August 2014
Morningstar January 2008 - August 2010
Morningstar September 2005 - December 2007
Hewitt Associates September 2001 - September 2005
Skills
Business Analysis, Product Management, SDLC, Software Project..., Financial Services, Agile Methodologies, Project Management, Equities, Mutual Funds, Financial Modeling, Portfolio Management, Relationship Management, Strategy, Asset Management, Investments, Agile & Waterfall..., Product Development, Morningstar Direct
Education
The University of Chicago - Booth School of Business 2005 — 2008
Masters of Business Administration, Finance, Entrepreneurship, Marketing
Miami University 1997 — 2001
Bachelor of Science, Finance, General
Nick Grove's Morningstar Experience March 2014 - Present
Job Corporate Controller at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Morningstar July 2009 - February 2014
Hart Schaffner Marx 2004 - July 2009
PricewaterhouseCoopers 1998 - 2004
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Risk Management, Sarbanes-Oxley Act, Due Diligence, Financial Modeling
Education
Miami University 1994 — 1998
Morningstar March 2014 - Present
Morningstar July 2009 - February 2014
Hart Schaffner Marx 2004 - July 2009
PricewaterhouseCoopers 1998 - 2004
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Risk Management, Sarbanes-Oxley Act, Due Diligence, Financial Modeling
Education
Miami University 1994 — 1998
Rick Doty's Morningstar Experience 1996 - 2006
Job Senior Web Developer at Travel Leaders Group, LLC
Industry Leisure, Travel & Tourism
Experience
Travel Leaders Group June 2008 - Present
Amway October 2007 - June 2008
Grand Valley State University March 2006 - September 2007
Morningstar 1996 - 2006
Skills
Databases, SQL, .NET, Microsoft SQL Server, JSON, C#, CSS, XML, Software Project..., JavaScript, HTML, jQuery, Multivariate Testing, Java, TCL, Web Development, Responsive Design, MySQL, WordPress, Stored Procedures, Email Newsletter Design, jQuery UI, SEO, A/B testing, SSIS, DTS, Content Management, Database Design, Web Services, RESTful WebServices
Education
Northern Illinois University 1998 — 2002
BS, Economics
Travel Leaders Group June 2008 - Present
Amway October 2007 - June 2008
Grand Valley State University March 2006 - September 2007
Morningstar 1996 - 2006
Skills
Databases, SQL, .NET, Microsoft SQL Server, JSON, C#, CSS, XML, Software Project..., JavaScript, HTML, jQuery, Multivariate Testing, Java, TCL, Web Development, Responsive Design, MySQL, WordPress, Stored Procedures, Email Newsletter Design, jQuery UI, SEO, A/B testing, SSIS, DTS, Content Management, Database Design, Web Services, RESTful WebServices
Education
Northern Illinois University 1998 — 2002
BS, Economics
Karen Hogue's Morningstar Experience August 2014 - Present
Job Director of Project Management at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar August 2014 - Present
Morningstar January 2013 - July 2014
Morningstar October 2009 - January 2013
Morningstar July 2004 - October 2009
Morningstar July 2003 - July 2004
Morningstar April 2002 - June 2003
Novient May 2000 - July 2001
Technisource May 1999 - May 2000
Olsten Staffing Services June 1997 - April 1999
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Wealth Management, 401k, Retirement Planning, Investment Advisory, Strategic Financial..., Retirement, Investment Strategies, Asset Management, Financial Planning, Alternative Investments, Investment Management, Product Development, Financial Services, Product Management
Education
Miami University 1993 — 1997
Bachelor of Arts (B.A.), Sociology and Family Studies
Morningstar August 2014 - Present
Morningstar January 2013 - July 2014
Morningstar October 2009 - January 2013
Morningstar July 2004 - October 2009
Morningstar July 2003 - July 2004
Morningstar April 2002 - June 2003
Novient May 2000 - July 2001
Technisource May 1999 - May 2000
Olsten Staffing Services June 1997 - April 1999
Skills
Mutual Funds, Asset Allocation, Investments, Portfolio Management, Asset Managment, Wealth Management, 401k, Retirement Planning, Investment Advisory, Strategic Financial..., Retirement, Investment Strategies, Asset Management, Financial Planning, Alternative Investments, Investment Management, Product Development, Financial Services, Product Management
Education
Miami University 1993 — 1997
Bachelor of Arts (B.A.), Sociology and Family Studies
Eileen Whitacre's Morningstar Experience 1989 - 2003
Job Compounding Pharmacy Technician at Doubek Medical Supply and Pharmacy
Industry Pharmaceuticals
Experience
Doubek Medical Supply and Pharmacy November 2008 - Present
BradysPharmacy June 2005 - November 2008
Morningstar 1989 - 2003
Skills
Quality Assurance, Data Analysis, Access, Business Analysis, Software Documentation, Pharmaceutical Industry
Education
Moraine Valley Community College 2003 — 2003
Pharmacy
Moraine Valley Community College
Associate of Arts (A.A.), Business
Doubek Medical Supply and Pharmacy November 2008 - Present
BradysPharmacy June 2005 - November 2008
Morningstar 1989 - 2003
Skills
Quality Assurance, Data Analysis, Access, Business Analysis, Software Documentation, Pharmaceutical Industry
Education
Moraine Valley Community College 2003 — 2003
Pharmacy
Moraine Valley Community College
Associate of Arts (A.A.), Business
Luke Trainer's Morningstar Experience May 2013 - Present
Job Vice President Structured Credit Ratings at Morningstar
Industry Financial Services
Experience
Morningstar May 2013 - Present
Situs June 2010 - May 2013
Helios AMC June 2010 - January 2012
Capmark Finance Inc September 1995 - June 2010
Skills
Financial Analysis, CMBS, Valuation, Real Estate Economics, Asset Management, Asset Managment, Loans, Disposition, Investments, Portfolio Management, Investment Properties, Due Diligence, Commercial Mortgages, Dispositions, Finance, Credit, Financial Modeling
Education
Villanova University 1999 — 2001
MBA, Finance
Muhlenberg College 1991 — 1995
B.A., Accounting
Germantown Academy 1988 — 1991
Morningstar May 2013 - Present
Situs June 2010 - May 2013
Helios AMC June 2010 - January 2012
Capmark Finance Inc September 1995 - June 2010
Skills
Financial Analysis, CMBS, Valuation, Real Estate Economics, Asset Management, Asset Managment, Loans, Disposition, Investments, Portfolio Management, Investment Properties, Due Diligence, Commercial Mortgages, Dispositions, Finance, Credit, Financial Modeling
Education
Villanova University 1999 — 2001
MBA, Finance
Muhlenberg College 1991 — 1995
B.A., Accounting
Germantown Academy 1988 — 1991
Tom Goetzinger, CFA's Morningstar Experience 2001 - 2006
Job Portfolio Manager at UMB Bank
Industry Investment Management
Experience
UMB Bank 2015 - Present
First Financial Equity Corporation 2014 - 2015
J.P. Morgan Asset Management 2010 - 2014
Dreman Value Management 2006 - 2009
Morningstar 2001 - 2006
T Rowe Price 1998 - 2000
Skills
Equity Research, Equities, Valuation, Portfolio Management, Mutual Funds, Fixed Income, Investments, Securities, Finance, Investment Advisory, Wealth Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance and Investments
Loyola University Maryland 1996 — 1998
BBA, Finance
Saint Joseph's University 1994 — 1996
UMB Bank 2015 - Present
First Financial Equity Corporation 2014 - 2015
J.P. Morgan Asset Management 2010 - 2014
Dreman Value Management 2006 - 2009
Morningstar 2001 - 2006
T Rowe Price 1998 - 2000
Skills
Equity Research, Equities, Valuation, Portfolio Management, Mutual Funds, Fixed Income, Investments, Securities, Finance, Investment Advisory, Wealth Management, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance and Investments
Loyola University Maryland 1996 — 1998
BBA, Finance
Saint Joseph's University 1994 — 1996
Kim Rebecca-Murray's Morningstar Experience September 1993 - November 1996
Job Performance Communications Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Management August 2009 - Present
Rotary International July 2008 - June 2009
DWS Investments 2003 - 2008
DWS Scudder January 1998 - November 2003
Ariel Capital Management January 1997 - January 1999
Morningstar September 1993 - November 1996
Peace Corps 1987 - 1989
Education
Miami University 1989 — 1991
MA, Creative Writing
University of Illinois at Urbana-Champaign 1980 — 1987
BA, Rhetoric
Janus Capital Management August 2009 - Present
Rotary International July 2008 - June 2009
DWS Investments 2003 - 2008
DWS Scudder January 1998 - November 2003
Ariel Capital Management January 1997 - January 1999
Morningstar September 1993 - November 1996
Peace Corps 1987 - 1989
Education
Miami University 1989 — 1991
MA, Creative Writing
University of Illinois at Urbana-Champaign 1980 — 1987
BA, Rhetoric
Jill Berry's Morningstar Experience 2000 - 2003
Job Attorney at Schiff Hardin LLP
Industry Law Practice
Experience
Schiff Hardin LLP January 2008 - Present
U.S. Attorney's Office, Northern District of Illinois 2005 - 2005
U.S. Department of Justice, Executive Office for Immigration Review, Immigration Court 2005 - 2005
Morningstar 2000 - 2003
Skills
Litigation, Legal Writing, Civil Litigation, Appeals, Legal Research, Product Liability
Education
Loyola University Chicago School of Law 2003 — 2006
J.D.
University of Wisconsin-Madison 1995 — 1999
B.A., History and Environmental Studies
Schiff Hardin LLP January 2008 - Present
U.S. Attorney's Office, Northern District of Illinois 2005 - 2005
U.S. Department of Justice, Executive Office for Immigration Review, Immigration Court 2005 - 2005
Morningstar 2000 - 2003
Skills
Litigation, Legal Writing, Civil Litigation, Appeals, Legal Research, Product Liability
Education
Loyola University Chicago School of Law 2003 — 2006
J.D.
University of Wisconsin-Madison 1995 — 1999
B.A., History and Environmental Studies
Nate Sweeney's Morningstar Experience April 2008 - September 2010
Job Data Analyst: Global Equity at Morningstar
Industry Financial Services
Experience
Morningstar April 2008 - September 2010
Calamos Investments 2007 - 2008
Education
North Central College 2004 — 2006
Morningstar April 2008 - September 2010
Calamos Investments 2007 - 2008
Education
North Central College 2004 — 2006
Erin Miller, SPHR's Morningstar Experience 2005 - 2011
Job New Business Development Manager at Simple Squares
Industry Food & Beverages
Experience
Simple Squares 2011 - Present
Morningstar 2005 - 2011
Loyola University Chicago 2002 - 2005
InteCap 2000 - 2003
Education
Northwestern University
MS Ed, Higher Education Administration
Miami University
BS, Finance & Organizational Behavior
Simple Squares 2011 - Present
Morningstar 2005 - 2011
Loyola University Chicago 2002 - 2005
InteCap 2000 - 2003
Education
Northwestern University
MS Ed, Higher Education Administration
Miami University
BS, Finance & Organizational Behavior
Courtney Loacker's Morningstar Experience 2000 - 2001
Job Vice President, Client Manager at Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Bank of America 2007 - 2011
Bank of America 2004 - 2007
PeopleSoft 2001 - 2004
Morningstar 2000 - 2001
Skills
Credit, Commercial Banking, Portfolio Management, Merchant Services, Banking, Payments, Loan Origination, Relationship Management, Cross Selling, Credit Analysis, Commercial Lending, Loans, Treasury Management, Consumer Lending
Education
Marquette University 1996 — 2000
Bachelor of Business Administration
LFCDS
Lake Forest High School
Bank of America 2011 - Present
Bank of America 2007 - 2011
Bank of America 2004 - 2007
PeopleSoft 2001 - 2004
Morningstar 2000 - 2001
Skills
Credit, Commercial Banking, Portfolio Management, Merchant Services, Banking, Payments, Loan Origination, Relationship Management, Cross Selling, Credit Analysis, Commercial Lending, Loans, Treasury Management, Consumer Lending
Education
Marquette University 1996 — 2000
Bachelor of Business Administration
LFCDS
Lake Forest High School
Daniel Culloton's Morningstar Experience June 2006 - Present
Job Associate Director of Fund Analysis at Morningstar Inc.
Industry Financial Services
Experience
Morningstar June 2006 - Present
Morningstar June 2005 - June 2006
Morningstar June 2001 - June 2005
Morningstar December 1999 - June 2001
Daily Herald 1991 - 1999
Chicago Tribune January 1991 - June 1991
Star Publications June 1989 - June 1990
Milwaukee Journal Sentinel 1988 - 1988
Skills
Journalism, Morningstar, Equity Research, Asset Allocation, Mutual Funds, Equities, Fixed Income, Series 7, Investments, Asset Managment, Valuation, Portfolio Management, Financial Modeling, Financial Markets, Bonds
Education
University of Illinois Springfield 1990 — 1991
Masters, Public Affairs Reporting
Marquette University 1985 — 1989
Bachelor of Arts, Journalism and English
Notre Dame High School
Morningstar June 2006 - Present
Morningstar June 2005 - June 2006
Morningstar June 2001 - June 2005
Morningstar December 1999 - June 2001
Daily Herald 1991 - 1999
Chicago Tribune January 1991 - June 1991
Star Publications June 1989 - June 1990
Milwaukee Journal Sentinel 1988 - 1988
Skills
Journalism, Morningstar, Equity Research, Asset Allocation, Mutual Funds, Equities, Fixed Income, Series 7, Investments, Asset Managment, Valuation, Portfolio Management, Financial Modeling, Financial Markets, Bonds
Education
University of Illinois Springfield 1990 — 1991
Masters, Public Affairs Reporting
Marquette University 1985 — 1989
Bachelor of Arts, Journalism and English
Notre Dame High School
Kim Ingram's Morningstar Experience January 2008 - Present
Job Relationship Manager at Morningstar
Industry Financial Services
Experience
Morningstar January 2008 - Present
Real People Realty, Inc. September 2006 - Present
Thomas Cook Foreign Exchange June 1981 - January 1994
Skills
Licensed Real Estate..., Licensed Life Insurance..., Management, Asset Management, Marketing, Sales, Financial Services, Mutual Funds, Real Estate, Investment Advisory, Retirement, Investment Properties, Investments, Sellers, Portfolio Management, Residential Homes, Integrated Marketing
Education
Lindblom Tech High School
Northern Illinois University
Western Illinois University
Morningstar January 2008 - Present
Real People Realty, Inc. September 2006 - Present
Thomas Cook Foreign Exchange June 1981 - January 1994
Skills
Licensed Real Estate..., Licensed Life Insurance..., Management, Asset Management, Marketing, Sales, Financial Services, Mutual Funds, Real Estate, Investment Advisory, Retirement, Investment Properties, Investments, Sellers, Portfolio Management, Residential Homes, Integrated Marketing
Education
Lindblom Tech High School
Northern Illinois University
Western Illinois University
Wynter Thomas's Morningstar Experience December 2012 - Present
Job Client Solutions Consultant Morningstar Office
Industry Financial Services
Experience
Morningstar December 2012 - Present
Ècrire June 2009 - Present
Morningstar May 2011 - December 2012
Perfecting Church March 2008 - May 2011
Perfecting Community Development Corporation 2005 - 2008
Skills
Event Planning, Customer Service, Public Relations, Public Speaking, Journalism, Editing, Team Building, French, Press Releases, Analysis, Training, Microsoft Office, Research, Strategic Planning, Management
Education
Wayne State University 2006 — 2007
MA, Public Relations/Organizational Communications
Western Michigan University 1995 — 2000
BA, Organizational Communications
Marygrove College
Translation Certificate, French to English
Morningstar December 2012 - Present
Ècrire June 2009 - Present
Morningstar May 2011 - December 2012
Perfecting Church March 2008 - May 2011
Perfecting Community Development Corporation 2005 - 2008
Skills
Event Planning, Customer Service, Public Relations, Public Speaking, Journalism, Editing, Team Building, French, Press Releases, Analysis, Training, Microsoft Office, Research, Strategic Planning, Management
Education
Wayne State University 2006 — 2007
MA, Public Relations/Organizational Communications
Western Michigan University 1995 — 2000
BA, Organizational Communications
Marygrove College
Translation Certificate, French to English
Jeet Dutta's Morningstar Experience July 2004 - October 2009
Job Senior Manager Statistical Analysis Economic Modeling at Capital One
Industry Research
Experience
Capital One October 2014 - Present
Moody's Analytics January 2010 - Present
Morningstar July 2004 - October 2009
Skills
Monte Carlo Simulation, Financial Modeling, Portfolio Management, Economics, Econometrics, Quantitative Finance, Financial Markets, Data Analysis, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 1998 — 2004
Ph.D., Economics
University of Illinois at Urbana-Champaign 1998 — 2004
Economics
Monmouth College 1995 — 1997
BA, Business
Capital One October 2014 - Present
Moody's Analytics January 2010 - Present
Morningstar July 2004 - October 2009
Skills
Monte Carlo Simulation, Financial Modeling, Portfolio Management, Economics, Econometrics, Quantitative Finance, Financial Markets, Data Analysis, Quantitative Analytics
Education
University of Illinois at Urbana-Champaign 1998 — 2004
Ph.D., Economics
University of Illinois at Urbana-Champaign 1998 — 2004
Economics
Monmouth College 1995 — 1997
BA, Business
shuai yuan's Morningstar Experience June 2005 - July 2006
Job statistician at Merck
Industry Education Management
Experience
Merck June 2012 - Present
GlaxoSmithKline August 2008 - August 2011
Morningstar June 2005 - July 2006
Skills
SAS, Statistics, Time Series Analysis, Analytics, Data Mining, Matlab, Clinical Trials, R, Survival Analysis, Bayesian statistics, SAS programming, Statistical Modeling, Biostatistics, Quantitative Analytics, Multivariate Analysis, Predictive Modeling, SAS Programming
Education
North Carolina State University
University of Science and Technology of China 2002 — 2005
M.S, Mathematical Finance
Merck June 2012 - Present
GlaxoSmithKline August 2008 - August 2011
Morningstar June 2005 - July 2006
Skills
SAS, Statistics, Time Series Analysis, Analytics, Data Mining, Matlab, Clinical Trials, R, Survival Analysis, Bayesian statistics, SAS programming, Statistical Modeling, Biostatistics, Quantitative Analytics, Multivariate Analysis, Predictive Modeling, SAS Programming
Education
North Carolina State University
University of Science and Technology of China 2002 — 2005
M.S, Mathematical Finance
Kristina Holme's Morningstar Experience June 2014 - Present
Job Project Manager at Morningstar
Industry Financial Services
Experience
Morningstar June 2014 - Present
Morningstar August 2012 - Present
Morningstar July 2011 - August 2012
Morningstar January 2010 - June 2011
ARAMARK Refreshment Services October 2007 - December 2009
Skills
Data Analysis, Financial Analysis, Market Research, Microsoft Office, Microsoft Excel
Education
Loyola University Chicago 2007 — 2011
Human Resource Management, Operations Management, Sport Management
The University of Chicago Booth School of Business
Project Management Strategy
Aveta Business Institute
Six Sigma Lean/DFSS Green Belt Certified
Morningstar June 2014 - Present
Morningstar August 2012 - Present
Morningstar July 2011 - August 2012
Morningstar January 2010 - June 2011
ARAMARK Refreshment Services October 2007 - December 2009
Skills
Data Analysis, Financial Analysis, Market Research, Microsoft Office, Microsoft Excel
Education
Loyola University Chicago 2007 — 2011
Human Resource Management, Operations Management, Sport Management
The University of Chicago Booth School of Business
Project Management Strategy
Aveta Business Institute
Six Sigma Lean/DFSS Green Belt Certified
Jung-Min Park's Morningstar Experience July 2011 - Present
Job SVP, Equities Operations
Industry Financial Services
Experience
Morningstar July 2011 - Present
Thomson Reuters March 2004 - June 2011
Skills
Market Data, Financial Markets, Business Analysis, Financial Analysis, Data Analysis, Equities, Capital Markets, Fixed Income, Product Management, Project Management
Education
New York University 1999 — 2003
Masters, Economics
Morningstar July 2011 - Present
Thomson Reuters March 2004 - June 2011
Skills
Market Data, Financial Markets, Business Analysis, Financial Analysis, Data Analysis, Equities, Capital Markets, Fixed Income, Product Management, Project Management
Education
New York University 1999 — 2003
Masters, Economics
David Gillette's Morningstar Experience October 2008 - Present
Job Regional Sales Director Advisor Solutions
Industry Financial Services
Experience
Morningstar October 2008 - Present
Morningstar January 2006 - October 2008
Morningstar March 2004 - January 2006
U.S. Bank July 2000 - August 2003
Morgan Stanley June 1998 - June 2000
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Investments, Portfolio Management, Series 7, Investment Management, Asset Managment, Retirement Planning, Series 63, Strategic Financial..., Alternative Investments, 401k, Retirement, ETFs, Financial Advisory, Investment Strategies, Financial Services, Equities, Morningstar, Securities, Finance
Education
University of Wisconsin-Green Bay 1996 — 1998
BS, Economics
Madison Area Technical College 1994 — 1996
Associate of Science (A.S.)
Morningstar October 2008 - Present
Morningstar January 2006 - October 2008
Morningstar March 2004 - January 2006
U.S. Bank July 2000 - August 2003
Morgan Stanley June 1998 - June 2000
Skills
Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Investments, Portfolio Management, Series 7, Investment Management, Asset Managment, Retirement Planning, Series 63, Strategic Financial..., Alternative Investments, 401k, Retirement, ETFs, Financial Advisory, Investment Strategies, Financial Services, Equities, Morningstar, Securities, Finance
Education
University of Wisconsin-Green Bay 1996 — 1998
BS, Economics
Madison Area Technical College 1994 — 1996
Associate of Science (A.S.)
Ryan Tagal's Morningstar Experience 2002 - 2009
Job Vice President Product Management at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Morningstar 2002 - 2009
Cerulli Associates 1996 - 2001
Skills
Investments, Product Management, Product Development, Competitive Analysis, Mutual Funds, Business Analysis, Due Diligence, Financial Services, Portfolio Management, Risk Management, Bloomberg, ETFs, Asset Managment, Hedge Funds, Alternative Investments, Analysis, Business Development, Derivatives, Program Management
Education
The University of Chicago 2001 — 2003
MBA, in Finance, Strategic Management, Economics, and International Business
Massachusetts Institute of Technology 1991 — 1996
B.S, Physics
Envestnet Asset Management 2010 - Present
Morningstar 2002 - 2009
Cerulli Associates 1996 - 2001
Skills
Investments, Product Management, Product Development, Competitive Analysis, Mutual Funds, Business Analysis, Due Diligence, Financial Services, Portfolio Management, Risk Management, Bloomberg, ETFs, Asset Managment, Hedge Funds, Alternative Investments, Analysis, Business Development, Derivatives, Program Management
Education
The University of Chicago 2001 — 2003
MBA, in Finance, Strategic Management, Economics, and International Business
Massachusetts Institute of Technology 1991 — 1996
B.S, Physics
Manji Mahendran's Morningstar Experience August 2010 - Present
Job Accounts Recievable Cordinator at Morningstar
Industry Financial Services
Experience
Morningstar August 2010 - Present
Ranstad - XLTek July 2009 - October 2009
Skills
Accounting, Financial Reporting
Education
Mohawk College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Morningstar August 2010 - Present
Ranstad - XLTek July 2009 - October 2009
Skills
Accounting, Financial Reporting
Education
Mohawk College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
David Kathman's Morningstar Experience March 2003 - Present
Job Mutual fund analyst at Morningstar
Industry Financial Services
Experience
Morningstar March 2003 - Present
Morningstar January 1998 - March 2003
Skills
Valuation, Investment Management, Financial Markets, Alternative Investments, Equity Research, Asset Managment, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Hedge Funds, Morningstar Direct, Asset Allocation, Investments, Equities, Capital Markets, Investment Advisory, Bonds
Education
The University of Chicago 1989 — 1994
PhD, Linguistics
Michigan State University 1984 — 1989
BA, MA, Linguistics
Morningstar March 2003 - Present
Morningstar January 1998 - March 2003
Skills
Valuation, Investment Management, Financial Markets, Alternative Investments, Equity Research, Asset Managment, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Hedge Funds, Morningstar Direct, Asset Allocation, Investments, Equities, Capital Markets, Investment Advisory, Bonds
Education
The University of Chicago 1989 — 1994
PhD, Linguistics
Michigan State University 1984 — 1989
BA, MA, Linguistics
ross buck's Morningstar Experience July 1997 - October 2002
Job Owner at Self Employed
Industry Financial Services
Experience
Self Employed November 2002 - Present
Morningstar July 1997 - October 2002
Education
North Central College
Bachelor's degree, Finance and Philosophy
Self Employed November 2002 - Present
Morningstar July 1997 - October 2002
Education
North Central College
Bachelor's degree, Finance and Philosophy
Megan Guzowski's Morningstar Experience February 2014 - Present
Job Data Client Consultant at Morningstar
Industry Public Relations and Communications
Experience
Morningstar February 2014 - Present
Morningstar May 2012 - February 2014
Scott Phillips + Associates, Inc. May 2011 - May 2012
Loyola University Chicago SIFE August 2010 - May 2012
Schreibman Jewelers September 2006 - January 2012
Special Olympics Illinois August 2011 - December 2011
Loyola University Chicago January 2009 - May 2011
Skills
Cision
Education
Loyola University of Chicago 2008 — 2012
Public Relations, Advertising
John Felice Rome Center
Italian Culture and Language
Morningstar February 2014 - Present
Morningstar May 2012 - February 2014
Scott Phillips + Associates, Inc. May 2011 - May 2012
Loyola University Chicago SIFE August 2010 - May 2012
Schreibman Jewelers September 2006 - January 2012
Special Olympics Illinois August 2011 - December 2011
Loyola University Chicago January 2009 - May 2011
Skills
Cision
Education
Loyola University of Chicago 2008 — 2012
Public Relations, Advertising
John Felice Rome Center
Italian Culture and Language
Matthew Burki's Morningstar Experience September 1999 - Present
Job
Industry Financial Services
Experience
Morningstar September 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook
Education
Millikin University 1991 — 1995
Bachelor of Arts (B.A.), Finance, General
Morningstar September 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook
Education
Millikin University 1991 — 1995
Bachelor of Arts (B.A.), Finance, General
Ryan Yosay's Morningstar Experience July 2013 - Present
Job Vice President, Sales National Accounts at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar April 2012 - June 2013
Morningstar April 2011 - April 2012
Morningstar September 2009 - March 2011
C.H. Robinson Worldwide, Inc. September 2006 - February 2009
Skills
Asset Allocation, Equities, Selling Skills, Mutual Funds, Account Executives, Portfolio Management, Investments, Sales, Relationship Management, Asset Management, Financial Services, Financial Markets, Investment Strategies, Alternative Investments, Wealth Management
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Finance, Marketing
Miami University 2002 — 2006
BA
Morningstar July 2013 - Present
Morningstar April 2012 - June 2013
Morningstar April 2011 - April 2012
Morningstar September 2009 - March 2011
C.H. Robinson Worldwide, Inc. September 2006 - February 2009
Skills
Asset Allocation, Equities, Selling Skills, Mutual Funds, Account Executives, Portfolio Management, Investments, Sales, Relationship Management, Asset Management, Financial Services, Financial Markets, Investment Strategies, Alternative Investments, Wealth Management
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (MBA), Finance, Marketing
Miami University 2002 — 2006
BA
Kexu Qian's Morningstar Experience September 2014 - December 2014
Job Senior in Northeastern University
Industry Education Management
Experience
Morningstar September 2014 - December 2014
AIG July 2013 - December 2013
Northeastern University February 2013 - April 2013
Skills
Microsoft Excel, Morningstar Direct, Calculus, Stata, Access, Outlook, PowerPoint, Microsoft Word, SQL, Maple, Tableau, C++
Education
Northeastern University 2011 — 2015
Bachelor's degree, Finance and Mathematic
Morningstar September 2014 - December 2014
AIG July 2013 - December 2013
Northeastern University February 2013 - April 2013
Skills
Microsoft Excel, Morningstar Direct, Calculus, Stata, Access, Outlook, PowerPoint, Microsoft Word, SQL, Maple, Tableau, C++
Education
Northeastern University 2011 — 2015
Bachelor's degree, Finance and Mathematic
Brennie Doyle's Morningstar Experience August 2002 - January 2003
Job Principal at EDP Group
Industry Financial Services
Experience
EDP Group January 2013 - Present
Quiddity LLC January 2003 - January 2013
Morningstar August 2002 - January 2003
Second City Trading/TANSTAAFL Research and Trading June 2001 - May 2002
Skills
Futures Trading, Options, Compliance, Trading Operations, FX Options, Mutual Funds, Trading Strategies, Margins, Risk Management
Education
Loyola University Chicago School of Law 2006 — 2009
Doctor of Law (JD), Law
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor of Science in Management, Accounting and Finance
New Trier
New Trier
New Trier
EDP Group January 2013 - Present
Quiddity LLC January 2003 - January 2013
Morningstar August 2002 - January 2003
Second City Trading/TANSTAAFL Research and Trading June 2001 - May 2002
Skills
Futures Trading, Options, Compliance, Trading Operations, FX Options, Mutual Funds, Trading Strategies, Margins, Risk Management
Education
Loyola University Chicago School of Law 2006 — 2009
Doctor of Law (JD), Law
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor of Science in Management, Accounting and Finance
New Trier
New Trier
New Trier
Justin Andriusis's Morningstar Experience September 2013 - Present
Job Product Consultant Morningstar Office
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar June 2011 - September 2013
Envestnet, Inc August 2007 - June 2011
Education
Northern Illinois University 2002 — 2004
Bachelor of Science (BS), Economics
Morningstar September 2013 - Present
Morningstar June 2011 - September 2013
Envestnet, Inc August 2007 - June 2011
Education
Northern Illinois University 2002 — 2004
Bachelor of Science (BS), Economics
Kim Rebecca-Murray 2015's Morningstar Experience September 1993 - December 1996
Job Experienced Investment Product Marketing Communications Leader
Industry Marketing and Advertising
Experience
Karsh Hagan October 2014 - February 2015
Janus Capital Group August 2009 - April 2014
DWS Investments May 2003 - June 2008
DWS Investments May 1998 - May 2003
Ariel Investments January 1997 - May 1998
Morningstar September 1993 - December 1996
Truman College August 1993 - June 1994
Dillard University August 1992 - June 1993
Southern University of New Orleans (SUNO) August 1992 - June 1993
Miami University August 1991 - August 1992
Skills
Marketing Communications, Project Management, Creative Writer, Business Process..., Strategic Planning, Team Management, Team Leadership, Relationship Management, Mutual Funds, Department Coordination, Creative Writing, Social Media, Management, Asset Management, Strategy, Analysis
Education
Miami University 1989 — 1991
Master of Arts (M.A.), Creative Writing
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Rhetoric and Composition/Writing Studies
Karsh Hagan October 2014 - February 2015
Janus Capital Group August 2009 - April 2014
DWS Investments May 2003 - June 2008
DWS Investments May 1998 - May 2003
Ariel Investments January 1997 - May 1998
Morningstar September 1993 - December 1996
Truman College August 1993 - June 1994
Dillard University August 1992 - June 1993
Southern University of New Orleans (SUNO) August 1992 - June 1993
Miami University August 1991 - August 1992
Skills
Marketing Communications, Project Management, Creative Writer, Business Process..., Strategic Planning, Team Management, Team Leadership, Relationship Management, Mutual Funds, Department Coordination, Creative Writing, Social Media, Management, Asset Management, Strategy, Analysis
Education
Miami University 1989 — 1991
Master of Arts (M.A.), Creative Writing
University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Rhetoric and Composition/Writing Studies
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments