Morningstar Company
Industry: Investment management company
DescriptionMorningstar, Inc. is a global investment research and investment management firm headquartered in Chicago, Illinois, United States. It was founded by Joe Mansueto in 1984. CEO: Kunal Kapoor Assets under management: 220 billion USD (2017) Revenue: 911.7 million USD (2017) Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morningstar Salaries. You can even request information on how much does Morningstar pay if you want to. Learn about salaries, pros and cons of working for Morningstar directly from the past employees.
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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
Kelsey Swanekamp Kelsey Swanekamp's Morningstar Experience June 2010 - September 2010
Job Editor and Supervisory Analyst at William Blair
Industry Writing and Editing
Experience
William Blair & Company, L.L.C. August 2011 - Present
Morningstar June 2010 - September 2010
Forbes 2010 - 2010
The Daily Northwestern September 2007 - June 2009
Buffalo Law Journal 2009 - 2009
Skills
Editing, Copy Editing, Social Media, Editorial, AP Style, Research, News Writing, Journalism, Microsoft Office, Writing
Education
Northwestern University 2010 — 2011
Master's, Journalism
Northwestern University 2007 — 2011
Bachelor's, Journalism
William Blair & Company, L.L.C. August 2011 - Present
Morningstar June 2010 - September 2010
Forbes 2010 - 2010
The Daily Northwestern September 2007 - June 2009
Buffalo Law Journal 2009 - 2009
Skills
Editing, Copy Editing, Social Media, Editorial, AP Style, Research, News Writing, Journalism, Microsoft Office, Writing
Education
Northwestern University 2010 — 2011
Master's, Journalism
Northwestern University 2007 — 2011
Bachelor's, Journalism
Ryan Souls Ryan Souls's Morningstar Experience July 2009 - November 2010
Job Structured Finance at HFF
Industry Real Estate
Experience
HFF July 2014 - Present
Livingstone Partners December 2010 - April 2013
Morningstar July 2009 - November 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Candidate for Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration (BBA)
HFF July 2014 - Present
Livingstone Partners December 2010 - April 2013
Morningstar July 2009 - November 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Candidate for Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2005 — 2009
Bachelor of Business Administration (BBA)
Piya Chaiprasoet Piya Chaiprasoet's Morningstar Experience March 2010 - October 2014
Job QA Manager at Morningstar
Industry Financial Services
Experience
Morningstar March 2010 - October 2014
Morningstar January 2009 - March 2010
Morningstar January 2007 - January 2009
Skills
SDLC, Strategy, Data Analysis, Analysis, Program Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Northwestern University 2013 — 2015
Master of Science (MS), Management Information Systems, General
The University of Chicago
Master's degree, Liberal Arts and Sciences/Liberal Studies
Purdue University
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Morningstar March 2010 - October 2014
Morningstar January 2009 - March 2010
Morningstar January 2007 - January 2009
Skills
SDLC, Strategy, Data Analysis, Analysis, Program Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
Northwestern University 2013 — 2015
Master of Science (MS), Management Information Systems, General
The University of Chicago
Master's degree, Liberal Arts and Sciences/Liberal Studies
Purdue University
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
Melissa (Williams) Gillham Melissa (Williams) Gillham's Morningstar Experience April 2013 - Present
Job Global Director of Marketing, Advisor Solutions at Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
Morningstar July 2011 - April 2013
Morningstar July 2007 - July 2011
Merrill Lynch Capital March 2005 - July 2007
Skills
Financial Services, Marketing Communications, Marketing, Integrated Marketing..., Strategic Communications, Marketing Strategy, Brand Management, Strategy, Leadership, Marketing Management, Marketing Research, Analytics, Strategic Partnerships, Product Marketing, CRM, B2B Marketing, Segmentation, Lead Generation, Product Management
Education
Northwestern University 2010 — 2012
Master of Science, Integrated Marketing Communications
University of Kansas 1999 — 2003
Bachelor of Science in Journalism, Strategic Communications
Loyola Academy
Morningstar April 2013 - Present
Morningstar July 2011 - April 2013
Morningstar July 2007 - July 2011
Merrill Lynch Capital March 2005 - July 2007
Skills
Financial Services, Marketing Communications, Marketing, Integrated Marketing..., Strategic Communications, Marketing Strategy, Brand Management, Strategy, Leadership, Marketing Management, Marketing Research, Analytics, Strategic Partnerships, Product Marketing, CRM, B2B Marketing, Segmentation, Lead Generation, Product Management
Education
Northwestern University 2010 — 2012
Master of Science, Integrated Marketing Communications
University of Kansas 1999 — 2003
Bachelor of Science in Journalism, Strategic Communications
Loyola Academy
Danielle Katz Danielle Katz's Morningstar Experience September 2015 - Present
Job Product Consultant at Morningstar
Industry
Experience
Morningstar September 2015 - Present
Fresh Prints July 2013 - Present
Northwestern University Dance Marathon May 2014 - May 2015
Cars.com April 2014 - August 2014
EarPeace September 2013 - December 2013
NBCUniversal, Inc. July 2013 - September 2013
Edelman 2013 - 2013
The Amazing Race June 2012 - August 2012
HELPS International April 2011 - April 2011
Cedars-Sinai Medical Center June 2010 - August 2010
Skills
Spanish, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, Facebook Marketing, Facebook, Fundraising, Leadership, Social Networking, Data Analysis, Editing, Public Speaking, Social Media
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Communication Studies, Spanish, Business Institutions, Sophomore
Windward School 2007 — 2011
Morningstar September 2015 - Present
Fresh Prints July 2013 - Present
Northwestern University Dance Marathon May 2014 - May 2015
Cars.com April 2014 - August 2014
EarPeace September 2013 - December 2013
NBCUniversal, Inc. July 2013 - September 2013
Edelman 2013 - 2013
The Amazing Race June 2012 - August 2012
HELPS International April 2011 - April 2011
Cedars-Sinai Medical Center June 2010 - August 2010
Skills
Spanish, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, Facebook Marketing, Facebook, Fundraising, Leadership, Social Networking, Data Analysis, Editing, Public Speaking, Social Media
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Communication Studies, Spanish, Business Institutions, Sophomore
Windward School 2007 — 2011
Amanda Nyren's Morningstar Experience January 2008 - June 2008
Job Head of Content at Curiosity.com
Industry Online Media
Experience
Curiosity.com April 2015 - Present
Core Power Yoga May 2013 - June 2015
Groupon July 2014 - April 2015
Groupon October 2011 - July 2014
Groupon November 2010 - October 2011
Groupon August 2010 - October 2010
Chicago Sun-Times October 2008 - January 2010
Morningstar January 2008 - June 2008
Skills
Social Media, Blogging, Social Media Marketing, Editing, Online Advertising, Copy Editing, Digital Media, Facebook, Digital Marketing, New Media, Copywriting, Marketing Communications, Email Marketing, Newspaper, Content Development, Salesforce.com, Editorial, Feature Articles, SEO, Creative Writing, Marketing, Content Management, Content Strategy, Web Content, Newspapers
Education
Northwestern University 2004 — 2008
B.A., English Major, Fiction Writing Program; French Minor
Lake Forest High School 2000 — 2004
Curiosity.com April 2015 - Present
Core Power Yoga May 2013 - June 2015
Groupon July 2014 - April 2015
Groupon October 2011 - July 2014
Groupon November 2010 - October 2011
Groupon August 2010 - October 2010
Chicago Sun-Times October 2008 - January 2010
Morningstar January 2008 - June 2008
Skills
Social Media, Blogging, Social Media Marketing, Editing, Online Advertising, Copy Editing, Digital Media, Facebook, Digital Marketing, New Media, Copywriting, Marketing Communications, Email Marketing, Newspaper, Content Development, Salesforce.com, Editorial, Feature Articles, SEO, Creative Writing, Marketing, Content Management, Content Strategy, Web Content, Newspapers
Education
Northwestern University 2004 — 2008
B.A., English Major, Fiction Writing Program; French Minor
Lake Forest High School 2000 — 2004
Emily Tran Emily Tran's Morningstar Experience May 2015 - Present
Job Product Consultant at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Macy's July 2012 - Present
The Cradle Adoption September 2011 - April 2015
SignatureForum July 2014 - December 2014
Patricia A. Heath & Associates June 2013 - October 2013
Panera Bread July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Raiser's Edge, Data Analysis, Net360, Customer Service, Data Entry, Analysis, Teamwork, Microsoft Office, Social Media, Research
Education
Northwestern University 2011 — 2015
Bachelor's Degree, Economics and English Literature
Wheeling High School 2007 — 2011
Morningstar May 2015 - Present
Macy's July 2012 - Present
The Cradle Adoption September 2011 - April 2015
SignatureForum July 2014 - December 2014
Patricia A. Heath & Associates June 2013 - October 2013
Panera Bread July 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Raiser's Edge, Data Analysis, Net360, Customer Service, Data Entry, Analysis, Teamwork, Microsoft Office, Social Media, Research
Education
Northwestern University 2011 — 2015
Bachelor's Degree, Economics and English Literature
Wheeling High School 2007 — 2011
John Choi's Morningstar Experience July 2012 - September 2012
Job Associate at Global Bank
Industry Financial Services
Experience
Global Bank June 2015 - Present
Global Bank June 2014 - June 2015
Kellogg School of Management June 2013 - August 2013
Samsung Securities June 2013 - August 2013
Morningstar July 2012 - September 2012
Morgan Stanley June 2012 - July 2012
Martin Investment Management, LLC March 2012 - June 2012
Skills
Microsoft Office, Matlab, Equity Research, Salesforce.com
Education
Northwestern University 2010 — 2015
Bachelor's Degree, Economics, Business Institutions
Global Bank June 2015 - Present
Global Bank June 2014 - June 2015
Kellogg School of Management June 2013 - August 2013
Samsung Securities June 2013 - August 2013
Morningstar July 2012 - September 2012
Morgan Stanley June 2012 - July 2012
Martin Investment Management, LLC March 2012 - June 2012
Skills
Microsoft Office, Matlab, Equity Research, Salesforce.com
Education
Northwestern University 2010 — 2015
Bachelor's Degree, Economics, Business Institutions
Kathleen McAuliffe's Morningstar Experience June 2015 - Present
Job Events, Magazine, and Social Media Intern at Morningstar
Industry Writing and Editing
Experience
Morningstar June 2015 - Present
Northwestern University Evans Scholars January 2015 - Present
Northwestern University June 2014 - August 2014
Serengetee September 2013 - January 2014
Northwestern University Evans Scholars January 2013 - January 2014
Daniel Murphy Scholarship Fund June 2013 - August 2013
Midlothian Country Club April 2008 - September 2012
Skills
Writing, Blogging, Social Media..., Event Planning, PowerPoint, Critical Thinking, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Spanish, Time Management, Teamwork, Research, Social Media Marketing, Volunteer Management, Editing, Storytelling, AP Style, Copy Editing, Content Development
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Psychology, Business Institutions Program, 3.89
University College Cork 2014 — 2014
Visiting Student
Mother McAuley Liberal Arts High School 2010 — 2012
Marian Catholic High School 2008 — 2010
Morningstar June 2015 - Present
Northwestern University Evans Scholars January 2015 - Present
Northwestern University June 2014 - August 2014
Serengetee September 2013 - January 2014
Northwestern University Evans Scholars January 2013 - January 2014
Daniel Murphy Scholarship Fund June 2013 - August 2013
Midlothian Country Club April 2008 - September 2012
Skills
Writing, Blogging, Social Media..., Event Planning, PowerPoint, Critical Thinking, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Spanish, Time Management, Teamwork, Research, Social Media Marketing, Volunteer Management, Editing, Storytelling, AP Style, Copy Editing, Content Development
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Psychology, Business Institutions Program, 3.89
University College Cork 2014 — 2014
Visiting Student
Mother McAuley Liberal Arts High School 2010 — 2012
Marian Catholic High School 2008 — 2010
Deepa Talwar's Morningstar Experience April 2008 - June 2008
Job Growth at Thumbtack
Industry Internet
Experience
Thumbtack March 2015 - Present
Thumbtack November 2013 - February 2015
Uber, Inc May 2012 - September 2013
Visa August 2010 - May 2012
Target June 2009 - August 2009
BuzzDrivers Consultants June 2008 - September 2008
Morningstar April 2008 - June 2008
Skills
PowerPoint, Excel, Research, Analytics, Competitive Analysis, Microsoft Excel, SQL, Process Design, Analysis, Data Analysis, Strategy, Business Strategy, Start-ups, Financial Modeling, Business Analysis, Sales, Program Management
Education
Northwestern University 2006 — 2010
B.A, Mathematics; Economics
Thumbtack March 2015 - Present
Thumbtack November 2013 - February 2015
Uber, Inc May 2012 - September 2013
Visa August 2010 - May 2012
Target June 2009 - August 2009
BuzzDrivers Consultants June 2008 - September 2008
Morningstar April 2008 - June 2008
Skills
PowerPoint, Excel, Research, Analytics, Competitive Analysis, Microsoft Excel, SQL, Process Design, Analysis, Data Analysis, Strategy, Business Strategy, Start-ups, Financial Modeling, Business Analysis, Sales, Program Management
Education
Northwestern University 2006 — 2010
B.A, Mathematics; Economics
Chad Ness Chad Ness's Morningstar Experience September 2008 - Present
Job Financial Planning & Analysis Manager at Morningstar
Industry Financial Services
Experience
Morningstar September 2008 - Present
Morningstar May 2006 - September 2008
Exelon Corporation 2003 - 2006
Ernst & Young LLP 1999 - 2003
US Army 1992 - 2000
Skills
Financial Analysis, Accounting, Hyperion Planning, Essbase, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Modeling, Revenue Recognition, Strategic Financial..., Internal Audit, GAAP, US GAAP, Managerial Finance, Auditing, Financial Accounting
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
University of Wisconsin-Milwaukee - Lubar School of Business 1995 — 1999
BBA
Morningstar September 2008 - Present
Morningstar May 2006 - September 2008
Exelon Corporation 2003 - 2006
Ernst & Young LLP 1999 - 2003
US Army 1992 - 2000
Skills
Financial Analysis, Accounting, Hyperion Planning, Essbase, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Modeling, Revenue Recognition, Strategic Financial..., Internal Audit, GAAP, US GAAP, Managerial Finance, Auditing, Financial Accounting
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA
University of Wisconsin-Milwaukee - Lubar School of Business 1995 — 1999
BBA
Rachel Haig's Morningstar Experience May 2009 - July 2010
Job Associate at Kirkland & Ellis LLP
Industry Higher Education
Experience
Kirkland & Ellis LLP October 2013 - Present
Kirkland & Ellis LLP May 2012 - August 2012
United States District Court for the Northern District of Illinois January 2012 - April 2012
Vinson & Elkins LLP May 2011 - July 2011
Morningstar May 2009 - July 2010
Morningstar July 2008 - May 2009
Skills
Legal Research, Research, Legal Writing, Public Speaking, Editing, Politics, Social Media, Westlaw, Litigation
Education
Northwestern University School of Law 2010 — 2013
JD
Northwestern University 2004 — 2008
BA, Political Science
Kirkland & Ellis LLP October 2013 - Present
Kirkland & Ellis LLP May 2012 - August 2012
United States District Court for the Northern District of Illinois January 2012 - April 2012
Vinson & Elkins LLP May 2011 - July 2011
Morningstar May 2009 - July 2010
Morningstar July 2008 - May 2009
Skills
Legal Research, Research, Legal Writing, Public Speaking, Editing, Politics, Social Media, Westlaw, Litigation
Education
Northwestern University School of Law 2010 — 2013
JD
Northwestern University 2004 — 2008
BA, Political Science
Elisabeth Goossen Elisabeth Goossen's Morningstar Experience June 2007 - September 2007
Job MBA Candidate at University of Chicago Booth School of Business
Industry Internet
Experience
Hyde Park Angels December 2013 - December 2014
McKinsey & Company June 2014 - August 2014
Google September 2012 - July 2013
Google April 2012 - September 2012
Google January 2010 - March 2012
Google September 2008 - January 2010
Morningstar June 2007 - September 2007
Skills
Data Analysis, Google Analytics, Analytics, SEM, Google Adwords, Product Management, Web Analytics, Digital Strategy, Digital Marketing, Online Advertising, Technology, Consumer Products, Start-ups, Strategic Partnerships
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2004 — 2008
Bachelor of Arts, Molecular Biology
Hyde Park Angels December 2013 - December 2014
McKinsey & Company June 2014 - August 2014
Google September 2012 - July 2013
Google April 2012 - September 2012
Google January 2010 - March 2012
Google September 2008 - January 2010
Morningstar June 2007 - September 2007
Skills
Data Analysis, Google Analytics, Analytics, SEM, Google Adwords, Product Management, Web Analytics, Digital Strategy, Digital Marketing, Online Advertising, Technology, Consumer Products, Start-ups, Strategic Partnerships
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2004 — 2008
Bachelor of Arts, Molecular Biology
Barb Noverini Barb Noverini's Morningstar Experience August 2011 - Present
Job Equity Analyst
Industry Financial Services
Experience
Morningstar August 2011 - Present
DeMatteo Monness LLC January 2006 - July 2011
Round Table Group May 2000 - January 2006
Hewitt Associates June 1999 - April 2000
Education
University of Illinois at Chicago 2003 — 2006
MPH, Informatics
Northwestern University
BA, Psychology
Morningstar August 2011 - Present
DeMatteo Monness LLC January 2006 - July 2011
Round Table Group May 2000 - January 2006
Hewitt Associates June 1999 - April 2000
Education
University of Illinois at Chicago 2003 — 2006
MPH, Informatics
Northwestern University
BA, Psychology
Jasmine Arai's Morningstar Experience April 2010 - July 2014
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte September 2015 - Present
Centro July 2014 - September 2015
Morningstar April 2010 - July 2014
ComPsych May 2008 - April 2010
PRIME Research 2006 - 2007
IBM May 2005 - August 2005
Skills
Project Management, Process Improvement, Strategic Planning, Organizational Design, Problem Solving, Business Strategy, Workforce Planning, Regression Analysis, Change Management, Statistical Data..., Leadership, Coaching, Leadership Development, Global Compensation, Strategic Communications, Talent Management, Recruiting, Human Resources, Performance Management, Organizational Behavior, Organizational..., Root Cause Problem..., Management, Strategy, Public Speaking
Education
University of Michigan
Bachelor of Arts (B.A.)
Northwestern University
Master of Science (M.S.)
Deloitte September 2015 - Present
Centro July 2014 - September 2015
Morningstar April 2010 - July 2014
ComPsych May 2008 - April 2010
PRIME Research 2006 - 2007
IBM May 2005 - August 2005
Skills
Project Management, Process Improvement, Strategic Planning, Organizational Design, Problem Solving, Business Strategy, Workforce Planning, Regression Analysis, Change Management, Statistical Data..., Leadership, Coaching, Leadership Development, Global Compensation, Strategic Communications, Talent Management, Recruiting, Human Resources, Performance Management, Organizational Behavior, Organizational..., Root Cause Problem..., Management, Strategy, Public Speaking
Education
University of Michigan
Bachelor of Arts (B.A.)
Northwestern University
Master of Science (M.S.)
Kathy Hong Kathy Hong's Morningstar Experience May 2015 - Present
Job Student at Northwestern University
Industry
Experience
Morningstar May 2015 - Present
Colyvas Lab September 2012 - Present
Deloitte Consulting July 2014 - September 2014
Taproot Foundation September 2013 - March 2014
Taproot Foundation June 2013 - August 2013
Skills
Salesforce.com, Facebook, Event Management, Microsoft Office, Public Speaking, Client Correspondence, Teamwork, Product Marketing, InDesign, Social Media, Research, Time Management, Social Networking, Event Planning
Education
Northwestern University 2011 — 2016
Bachelor of Science (B.S.), Learning and Organizational Change
Troy High School 2007 — 2011
Morningstar May 2015 - Present
Colyvas Lab September 2012 - Present
Deloitte Consulting July 2014 - September 2014
Taproot Foundation September 2013 - March 2014
Taproot Foundation June 2013 - August 2013
Skills
Salesforce.com, Facebook, Event Management, Microsoft Office, Public Speaking, Client Correspondence, Teamwork, Product Marketing, InDesign, Social Media, Research, Time Management, Social Networking, Event Planning
Education
Northwestern University 2011 — 2016
Bachelor of Science (B.S.), Learning and Organizational Change
Troy High School 2007 — 2011
Jessie (Jingsi) Fan's Morningstar Experience June 2011 - September 2011
Job Account Executive at Joele Frank
Industry Public Relations and Communications
Experience
Joele Frank October 2014 - Present
Procter & Gamble July 2013 - October 2014
Procter & Gamble June 2012 - August 2012
Channel Economics, LLC January 2012 - April 2012
Goldman Sachs September 2011 - December 2011
Morningstar June 2011 - September 2011
Kellogg School of Management September 2010 - July 2011
Stanley Black & Decker , Inc. June 2010 - August 2010
Skills
Statistics, Mandarin, PowerPoint, Microsoft Excel, Advertising, Microsoft Office, Outlook, Consumer Products, Marketing Strategy, Market Research, Digital Marketing, Digital Media, Online Retail, Communication, Corporate Communications, eCommerce, Online Advertising
Education
Northwestern University 2009 — 2013
B.A., Economics, Psychology
Illinois Math and Science Academy 2006 — 2009
Joele Frank October 2014 - Present
Procter & Gamble July 2013 - October 2014
Procter & Gamble June 2012 - August 2012
Channel Economics, LLC January 2012 - April 2012
Goldman Sachs September 2011 - December 2011
Morningstar June 2011 - September 2011
Kellogg School of Management September 2010 - July 2011
Stanley Black & Decker , Inc. June 2010 - August 2010
Skills
Statistics, Mandarin, PowerPoint, Microsoft Excel, Advertising, Microsoft Office, Outlook, Consumer Products, Marketing Strategy, Market Research, Digital Marketing, Digital Media, Online Retail, Communication, Corporate Communications, eCommerce, Online Advertising
Education
Northwestern University 2009 — 2013
B.A., Economics, Psychology
Illinois Math and Science Academy 2006 — 2009
Claudia Richman Claudia Richman's Morningstar Experience 1999 - 2003
Job Helping creative organizations work more effectively. Seeking long and shortterm engagements.
Industry Management Consulting
Experience
Claudia Richman: Independent Change Management and Organizational Design Consulting October 2013 - Present
Digitas August 2012 - October 2013
Energy BBDO October 2011 - August 2012
Proximity Chicago August 2008 - October 2011
Tribal DDB October 2004 - August 2008
Wirestone October 2003 - October 2004
Morningstar 1999 - 2003
Skills
Change Management, Process Improvement, Organizational Design, Process Consulting, Project Management, Interactive Advertising, Digital Marketing, Digital Strategy, Integrated Marketing, Interactive Marketing, Team Leadership, Management Consulting
Education
Northwestern University 2012 — 2014
Master of Science (MS)
School of the Art Institute of Chicago 1992 — 1993
Master of Arts (MA)
University of Michigan 1988 — 1991
Bachelor of Arts (BA)
Claudia Richman: Independent Change Management and Organizational Design Consulting October 2013 - Present
Digitas August 2012 - October 2013
Energy BBDO October 2011 - August 2012
Proximity Chicago August 2008 - October 2011
Tribal DDB October 2004 - August 2008
Wirestone October 2003 - October 2004
Morningstar 1999 - 2003
Skills
Change Management, Process Improvement, Organizational Design, Process Consulting, Project Management, Interactive Advertising, Digital Marketing, Digital Strategy, Integrated Marketing, Interactive Marketing, Team Leadership, Management Consulting
Education
Northwestern University 2012 — 2014
Master of Science (MS)
School of the Art Institute of Chicago 1992 — 1993
Master of Arts (MA)
University of Michigan 1988 — 1991
Bachelor of Arts (BA)
Robert J Raimondi Robert J Raimondi's Morningstar Experience November 2006 - November 2007
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation November 1997 - Present
Morningstar November 2006 - November 2007
Merrill Lynch October 1995 - November 1997
Skills
Equities, Financial Services, Investments, Asset Management, Mutual Funds, Banking, Portfolio Management, Fixed Income, Risk Management, Securities, Hedge Funds
Education
Northern Illinois University 1999 — 2001
Master of Business Administration (M.B.A.), International Business
University of Arizona 1988 — 1992
Bachelor's Degree, Accounting
Northern Trust Corporation November 1997 - Present
Morningstar November 2006 - November 2007
Merrill Lynch October 1995 - November 1997
Skills
Equities, Financial Services, Investments, Asset Management, Mutual Funds, Banking, Portfolio Management, Fixed Income, Risk Management, Securities, Hedge Funds
Education
Northern Illinois University 1999 — 2001
Master of Business Administration (M.B.A.), International Business
University of Arizona 1988 — 1992
Bachelor's Degree, Accounting
Sonya Morris, CFA Sonya Morris, CFA's Morningstar Experience June 2004 - August 2010
Job Managing Director at Harbor Capital Advisors, Inc.
Industry Financial Services
Experience
Harbor Capital Advisors, Inc. September 2013 - Present
Morningstar Associates, LLC August 2010 - September 2013
Morningstar June 2004 - August 2010
ComStock Valuation Advisors November 2000 - June 2004
Skills
Investment Research, investment manager..., financial writing, investment analysis, Fixed Income, Equities, Mutual Funds, Finance, Research, Asset Managment, Due Diligence, Financial Modeling, ETFs, Strategic Communications, Communicative Skills, Public Speaking, Investment Strategies, Asset Management, Bonds, Investments, Asset Allocation, Valuation
Education
Northwestern University 1986 — 1988
MA, English
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Finance, English
Harbor Capital Advisors, Inc. September 2013 - Present
Morningstar Associates, LLC August 2010 - September 2013
Morningstar June 2004 - August 2010
ComStock Valuation Advisors November 2000 - June 2004
Skills
Investment Research, investment manager..., financial writing, investment analysis, Fixed Income, Equities, Mutual Funds, Finance, Research, Asset Managment, Due Diligence, Financial Modeling, ETFs, Strategic Communications, Communicative Skills, Public Speaking, Investment Strategies, Asset Management, Bonds, Investments, Asset Allocation, Valuation
Education
Northwestern University 1986 — 1988
MA, English
University of Illinois at Urbana-Champaign 1980 — 1984
BA, Finance, English
Kimberly Eyers Kimberly Eyers's Morningstar Experience April 2013 - April 2015
Job Analyst at CME Group
Industry Financial Services
Experience
CME Group May 2015 - Present
Morningstar April 2013 - April 2015
Sikich Marketing & Public Relations September 2014 - December 2014
Northwestern University September 2012 - April 2013
Gamefilm360 June 2012 - September 2012
BrightStar Care June 2012 - August 2012
Skills
Social Media, Public Relations, SEO, Marketing, Google Analytics, Writing, HTML, CSS, JavaScript, Adobe Creative Suite, Google Adwords, Audio Editing, Video Editing, •Semi-fluent in Spanish
Education
Northwestern University 2011 — 2015
Bachelor of Science in Journalism, Business Institutions Minor
CME Group May 2015 - Present
Morningstar April 2013 - April 2015
Sikich Marketing & Public Relations September 2014 - December 2014
Northwestern University September 2012 - April 2013
Gamefilm360 June 2012 - September 2012
BrightStar Care June 2012 - August 2012
Skills
Social Media, Public Relations, SEO, Marketing, Google Analytics, Writing, HTML, CSS, JavaScript, Adobe Creative Suite, Google Adwords, Audio Editing, Video Editing, •Semi-fluent in Spanish
Education
Northwestern University 2011 — 2015
Bachelor of Science in Journalism, Business Institutions Minor
Jay (John B.) Sanders Jay (John B.) Sanders's Morningstar Experience 1993 - 1997
Job Copywriter
Industry Marketing and Advertising
Experience
John B. Sanders June 2015 - Present
GS Design May 2010 - May 2015
GS Design 2008 - 2010
Marquette University 2008 - 2010
Hanson Dodge Creative February 2006 - March 2008
Cramer Krasselt February 2004 - February 2006
Draftfcb November 2000 - February 2004
Frankel (now ARC) February 1997 - November 2000
Morningstar 1993 - 1997
TravelAge Magazine 1989 - 1993
Skills
Copywriting, Catalogs, Advertising, Promotions, Brand Development, Concept Development, Interactive Advertising, Email Marketing, Interaction Design, Creative Strategy, Creative Direction, Interactive Marketing, Marketing, Outdoor Advertising, Television, Branding & Identity, Art Direction, Art, Content Strategy, Digital Strategy, Marketing Communications, Integrated Marketing, Packaging, Strategy, Digital Marketing, Direct Mail, Typography, Editing, Radio, Adobe Creative Suite, Web Design, Graphic Design, Corporate Identity, InDesign, Brand Awareness
Education
Northwestern University
M.S., Journalism
Wheaton College
B.A., Literature
John B. Sanders June 2015 - Present
GS Design May 2010 - May 2015
GS Design 2008 - 2010
Marquette University 2008 - 2010
Hanson Dodge Creative February 2006 - March 2008
Cramer Krasselt February 2004 - February 2006
Draftfcb November 2000 - February 2004
Frankel (now ARC) February 1997 - November 2000
Morningstar 1993 - 1997
TravelAge Magazine 1989 - 1993
Skills
Copywriting, Catalogs, Advertising, Promotions, Brand Development, Concept Development, Interactive Advertising, Email Marketing, Interaction Design, Creative Strategy, Creative Direction, Interactive Marketing, Marketing, Outdoor Advertising, Television, Branding & Identity, Art Direction, Art, Content Strategy, Digital Strategy, Marketing Communications, Integrated Marketing, Packaging, Strategy, Digital Marketing, Direct Mail, Typography, Editing, Radio, Adobe Creative Suite, Web Design, Graphic Design, Corporate Identity, InDesign, Brand Awareness
Education
Northwestern University
M.S., Journalism
Wheaton College
B.A., Literature
Rahul Ravikrishnan Rahul Ravikrishnan's Morningstar Experience September 2014 - Present
Job Senior Project Manager Solution Design & Delivery at Morningstar
Industry Financial Services
Experience
Morningstar September 2014 - Present
Skills
Economics, Data Analysis, Portfolio Management..., Relational Databases, Project Management, Project Portfolio..., Management, Quality Assurance, Team Leadership, Morningstar Office, Agile Project Management, Business Analysis, Data Conversion, Data Import/export, Performance Reporting, Financial Services, Agile Methodologies, Risk Management, Finance, Microsoft Office, Portfolio Management, Investments, Financial Analysis, Financial Modeling, Analysis, CRM
Education
Northwestern University 2014 — 2016
Master's Degree, Information Technology
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Economics.
NES
Morningstar September 2014 - Present
Skills
Economics, Data Analysis, Portfolio Management..., Relational Databases, Project Management, Project Portfolio..., Management, Quality Assurance, Team Leadership, Morningstar Office, Agile Project Management, Business Analysis, Data Conversion, Data Import/export, Performance Reporting, Financial Services, Agile Methodologies, Risk Management, Finance, Microsoft Office, Portfolio Management, Investments, Financial Analysis, Financial Modeling, Analysis, CRM
Education
Northwestern University 2014 — 2016
Master's Degree, Information Technology
University of Illinois at Urbana-Champaign 2005 — 2009
BA, Economics.
NES
Peter Waitzman Peter Waitzman's Morningstar Experience June 1998 - May 1999
Job Registered Rep at Investment Management
Industry Financial Services
Experience
Investment Management March 2007 - Present
HSBC December 2005 - March 2007
Chicago Autosports January 2003 - September 2005
Crowe Horwath April 2002 - January 2003
NaviSite July 1999 - April 2002
Morningstar June 1998 - May 1999
Skills
Strategic Planning, CRM, Process Improvement, Account Management, Marketing, Management, Sales, Marketing Strategy, Customer Service, Financial Services, Product Marketing, Asset Management, Business Relationship..., Vendor Management, Local Marketing, Customer Relations, Financial Advice
Education
Northwestern University 1995 — 1999
BA, Economics
Southfield-Lathrup 1991 — 1995
High School Diploma
Our Shepherd Lutheran 1983 — 1991
Investment Management March 2007 - Present
HSBC December 2005 - March 2007
Chicago Autosports January 2003 - September 2005
Crowe Horwath April 2002 - January 2003
NaviSite July 1999 - April 2002
Morningstar June 1998 - May 1999
Skills
Strategic Planning, CRM, Process Improvement, Account Management, Marketing, Management, Sales, Marketing Strategy, Customer Service, Financial Services, Product Marketing, Asset Management, Business Relationship..., Vendor Management, Local Marketing, Customer Relations, Financial Advice
Education
Northwestern University 1995 — 1999
BA, Economics
Southfield-Lathrup 1991 — 1995
High School Diploma
Our Shepherd Lutheran 1983 — 1991
Brian Bouril Brian Bouril's Morningstar Experience April 2011 - Present
Job Front End Developer at Morningstar
Industry Internet
Experience
Morningstar April 2011 - Present
Sears, Roebuck and Co. September 2009 - April 2011
NetSource Communications INC. September 2008 - September 2009
Promotional Services January 2005 - May 2008
Colman Brohan Davis May 2006 - August 2006
Skills
HTML5, CSS3, JavaScript, jQuery, OOP Javascript, Front-end Development, HTML 5, Front-end, OOP, Graphic Design, Web Design, JSON, Backbone.js, User Experience, AJAX, XML, Web Development, HTML, CSS, Web Applications
Education
Northern Michigan University 2004 — 2008
BFA, Graphic Communications
Morningstar April 2011 - Present
Sears, Roebuck and Co. September 2009 - April 2011
NetSource Communications INC. September 2008 - September 2009
Promotional Services January 2005 - May 2008
Colman Brohan Davis May 2006 - August 2006
Skills
HTML5, CSS3, JavaScript, jQuery, OOP Javascript, Front-end Development, HTML 5, Front-end, OOP, Graphic Design, Web Design, JSON, Backbone.js, User Experience, AJAX, XML, Web Development, HTML, CSS, Web Applications
Education
Northern Michigan University 2004 — 2008
BFA, Graphic Communications
Dan Kobussen Dan Kobussen's Morningstar Experience 2000 - 2002
Job Financial Services Product Development, Payment Experience Strategy, Disruptor
Industry Financial Services
Experience
Wells Fargo 2009 - May 2015
Wells Fargo 2004 - 2008
Morningstar 2000 - 2002
Morningstar 1999 - 2000
Morningstar 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Skills
Competitive Analysis, Product Management, Banking, Leadership, Risk Management, Financial Services, Management, Analytics, Business Strategy, Finance, Strategic Planning, Business Analysis, Investments, Business Development, Financial Analysis, Pricing, SQL
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA, Finance and Marketing
Northwestern University
BA, Economics, 3.7
Wells Fargo 2009 - May 2015
Wells Fargo 2004 - 2008
Morningstar 2000 - 2002
Morningstar 1999 - 2000
Morningstar 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Skills
Competitive Analysis, Product Management, Banking, Leadership, Risk Management, Financial Services, Management, Analytics, Business Strategy, Finance, Strategic Planning, Business Analysis, Investments, Business Development, Financial Analysis, Pricing, SQL
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA, Finance and Marketing
Northwestern University
BA, Economics, 3.7
Kristin Mateja Kristin Mateja's Morningstar Experience November 2001 - Present
Job Head of Marketing Services at Morningstar
Industry Marketing and Advertising
Experience
Morningstar November 2001 - Present
UNext April 2000 - November 2001
Leo Burnett April 1995 - April 2000
FCB Global September 1992 - April 1995
Skills
Competitive Analysis, Mutual Funds, Financial Services, Product Marketing, Marketing Strategy, Product Management, Integrated Marketing, Analytics, Marketing Management, Strategic Partnerships, Direct Marketing, Digital Marketing, Email Marketing, Strategy, Segmentation, Salesforce.com, Market Research, Marketing Communications
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing, Management & Strategy
University of Iowa 1988 — 1992
Bachelor of Business Administration (BBA), Marketing, Graduated summa cum laude, GPA 4.03/4.0
Morningstar November 2001 - Present
UNext April 2000 - November 2001
Leo Burnett April 1995 - April 2000
FCB Global September 1992 - April 1995
Skills
Competitive Analysis, Mutual Funds, Financial Services, Product Marketing, Marketing Strategy, Product Management, Integrated Marketing, Analytics, Marketing Management, Strategic Partnerships, Direct Marketing, Digital Marketing, Email Marketing, Strategy, Segmentation, Salesforce.com, Market Research, Marketing Communications
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing, Management & Strategy
University of Iowa 1988 — 1992
Bachelor of Business Administration (BBA), Marketing, Graduated summa cum laude, GPA 4.03/4.0
Lauren Axelroth Lauren Axelroth's Morningstar Experience November 2013 - Present
Job Global Rewards Manager at Morningstar
Industry Financial Services
Experience
Morningstar November 2013 - Present
Morningstar May 2013 - Present
Morningstar August 2011 - Present
Skills
Microsoft Excel
Education
Northwestern University 2007 — 2010
Bachelor of Science (BS), Learning and Organizational Change
Morningstar November 2013 - Present
Morningstar May 2013 - Present
Morningstar August 2011 - Present
Skills
Microsoft Excel
Education
Northwestern University 2007 — 2010
Bachelor of Science (BS), Learning and Organizational Change
Steven A. Berger Steven A. Berger's Morningstar Experience November 2013 - Present
Job Business Analyst at Morningstar
Industry Financial Services
Experience
Morningstar November 2013 - Present
Morningstar October 2012 - November 2013
Morningstar June 2010 - September 2012
Morningstar January 2010 - May 2010
Daily Herald June 2009 - September 2009
The Palm Beach Post January 2009 - March 2009
Skills
Data Analysis, Journalism, Business Analysis, Mutual Funds, Final Cut Pro, Copy Editing, Adobe Creative Suite, Copywriting, SQL, Project Management, Microsoft Office, Financial Modeling, Microsoft Excel, Writing, KPI Dashboards, Lean Tools, Database Design, Research, PowerPoint, Financial Analysis, Analytics
Education
Northwestern University 2006 — 2010
BSJ (cum laude), Journalism and History
Morningstar November 2013 - Present
Morningstar October 2012 - November 2013
Morningstar June 2010 - September 2012
Morningstar January 2010 - May 2010
Daily Herald June 2009 - September 2009
The Palm Beach Post January 2009 - March 2009
Skills
Data Analysis, Journalism, Business Analysis, Mutual Funds, Final Cut Pro, Copy Editing, Adobe Creative Suite, Copywriting, SQL, Project Management, Microsoft Office, Financial Modeling, Microsoft Excel, Writing, KPI Dashboards, Lean Tools, Database Design, Research, PowerPoint, Financial Analysis, Analytics
Education
Northwestern University 2006 — 2010
BSJ (cum laude), Journalism and History
Janet Yang, CFA Janet Yang, CFA's Morningstar Experience August 2010 - Present
Job Director, MultiAssetClass Strategies
Industry Financial Services
Experience
Morningstar August 2010 - Present
Northern Trust 2007 - 2010
Aon 2002 - 2007
Skills
Asset Allocation, Investments, Mutual Funds, Fund Of Funds, Equities
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration (MBA)
Northwestern University 1999 — 2002
Bachelor of Arts (B.A.), English and economics
Morningstar August 2010 - Present
Northern Trust 2007 - 2010
Aon 2002 - 2007
Skills
Asset Allocation, Investments, Mutual Funds, Fund Of Funds, Equities
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration (MBA)
Northwestern University 1999 — 2002
Bachelor of Arts (B.A.), English and economics
Joe Alfano Joe Alfano's Morningstar Experience November 2006 - Present
Job Senior software application developer at Morningstar
Industry Financial Services
Experience
Morningstar November 2006 - Present
RedSky Technologies November 2004 - November 2006
BankFinancial May 2000 - November 2004
Nalco Chemical Company 1993 - 2000
Skills
ASP.NET, SQL Server, C#, .NET, ASP.NET MVC, SSRS, SSIS, NHibernate, WCF, LINQ, Silverlight, Visual Studio, ADO.NET, AJAX, Web Services, JavaScript, XML, T-SQL, TFS, jQuery, HTML, IIS, ASP.NET AJAX, Databases, Application Development, MVC, SQL, Database Design, Software Development, Web Applications, OOP, JSON, SQL Server 2000-2008, Object Oriented Design, NUnit, HTML5, Microsoft SQL Server, Visual Basic, Agile Methodologies
Education
Northwestern University
B.A., Chemistry
University of Chicago
Ph.D., Physical Chemistry
University of Minnesota
Postdoctoral Research Associate, Ultrafast laser spectroscopy in condensed media
Morningstar November 2006 - Present
RedSky Technologies November 2004 - November 2006
BankFinancial May 2000 - November 2004
Nalco Chemical Company 1993 - 2000
Skills
ASP.NET, SQL Server, C#, .NET, ASP.NET MVC, SSRS, SSIS, NHibernate, WCF, LINQ, Silverlight, Visual Studio, ADO.NET, AJAX, Web Services, JavaScript, XML, T-SQL, TFS, jQuery, HTML, IIS, ASP.NET AJAX, Databases, Application Development, MVC, SQL, Database Design, Software Development, Web Applications, OOP, JSON, SQL Server 2000-2008, Object Oriented Design, NUnit, HTML5, Microsoft SQL Server, Visual Basic, Agile Methodologies
Education
Northwestern University
B.A., Chemistry
University of Chicago
Ph.D., Physical Chemistry
University of Minnesota
Postdoctoral Research Associate, Ultrafast laser spectroscopy in condensed media
Glenn Dobbs Glenn Dobbs's Morningstar Experience September 2005 - February 2006
Job Aerospace | Operations | Automation
Industry Aviation & Aerospace
Experience
Advanced Integration Technology March 2015 - Present
Strategy&, part of the PwC network (formerly Booz & Company) September 2014 - March 2015
Booz & Company June 2013 - August 2013
Oakwood Worldwide March 2010 - August 2012
ZS Associates July 2009 - March 2010
ZS Associates July 2007 - June 2009
ZS Associates June 2006 - September 2006
Morningstar September 2005 - February 2006
Morningstar June 2005 - August 2005
Skills
Analytics, Segmentation, Management Consulting, Competitive Analysis, Data Analysis, Business Analytics, Market Entry, Strategy, CRM, Customer Insight, Strategic Partnerships, Lead Generation, Strategic Planning, Account Management, Team Building, Business Strategy, Forecasting, Marketing Strategy, Cross-functional Team..., Market Analysis, Market Research
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2007
BA, Economics
Advanced Integration Technology March 2015 - Present
Strategy&, part of the PwC network (formerly Booz & Company) September 2014 - March 2015
Booz & Company June 2013 - August 2013
Oakwood Worldwide March 2010 - August 2012
ZS Associates July 2009 - March 2010
ZS Associates July 2007 - June 2009
ZS Associates June 2006 - September 2006
Morningstar September 2005 - February 2006
Morningstar June 2005 - August 2005
Skills
Analytics, Segmentation, Management Consulting, Competitive Analysis, Data Analysis, Business Analytics, Market Entry, Strategy, CRM, Customer Insight, Strategic Partnerships, Lead Generation, Strategic Planning, Account Management, Team Building, Business Strategy, Forecasting, Marketing Strategy, Cross-functional Team..., Market Analysis, Market Research
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2007
BA, Economics
Jonathan Eng Jonathan Eng's Morningstar Experience September 2010 - May 2011
Job Manager, Global Strategy at National Basketball Association
Industry Sports
Experience
National Basketball Association April 2014 - Present
Moelis & Company July 2012 - April 2014
Moelis & Company June 2011 - August 2011
Morningstar September 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Martin Investment Management, LLC October 2009 - June 2010
Kellogg School of Management June 2009 - September 2009
Sole Seller May 2005 - June 2008
Skills
Strategy, Financial Modeling, Equities, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Research, Data Analysis, Microsoft Office, Financial Analysis, Private Equity, Finance, Equity Research, Bloomberg
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics
Stuyvesant High School 2004 — 2008
National Basketball Association April 2014 - Present
Moelis & Company July 2012 - April 2014
Moelis & Company June 2011 - August 2011
Morningstar September 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Martin Investment Management, LLC October 2009 - June 2010
Kellogg School of Management June 2009 - September 2009
Sole Seller May 2005 - June 2008
Skills
Strategy, Financial Modeling, Equities, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Research, Data Analysis, Microsoft Office, Financial Analysis, Private Equity, Finance, Equity Research, Bloomberg
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics
Stuyvesant High School 2004 — 2008
Naomi Pesky Naomi Pesky's Morningstar Experience 1993 - 1997
Job Vice President of External Relations at Hennepin Theatre Trust
Industry Nonprofit Organization Management
Experience
Hennepin Theatre Trust November 2014 - Present
Minnesota Philanthropy Partners 2009 - November 2014
General Mills 1999 - 2009
Morningstar 1993 - 1997
Skills
Marketing Communications, Strategy, Brand Management, Brand Architecture, Marketing Strategy, Positioning, Product Innovation, Consumer Products, Marketing Research, Integrated Marketing, Cross-functional Team..., Nonprofits, Marketing, Social Media, Advertising, Public Relations, Media Relations, Leadership, Management, Sponsorship
Education
Cherry Hill High School East
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Business
Northwestern University 1988 — 1992
BA, History
University of Minnesota-Twin Cities
Policy Fellow, 2012-2013, Humphrey School of Public Affairs
Hennepin Theatre Trust November 2014 - Present
Minnesota Philanthropy Partners 2009 - November 2014
General Mills 1999 - 2009
Morningstar 1993 - 1997
Skills
Marketing Communications, Strategy, Brand Management, Brand Architecture, Marketing Strategy, Positioning, Product Innovation, Consumer Products, Marketing Research, Integrated Marketing, Cross-functional Team..., Nonprofits, Marketing, Social Media, Advertising, Public Relations, Media Relations, Leadership, Management, Sponsorship
Education
Cherry Hill High School East
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Business
Northwestern University 1988 — 1992
BA, History
University of Minnesota-Twin Cities
Policy Fellow, 2012-2013, Humphrey School of Public Affairs
jen mystkowski jen mystkowski's Morningstar Experience March 2014 - Present
Job Content Strategist, Information Products Group, at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Chicago Tribune October 2007 - December 2013
Crain's Chicago Business 2006 - 2007
Seattle Post-Intelligencer February 2000 - July 2006
The Virginian-Pilot 1998 - 2000
Skills
Problem Solving, Editing, Coaching, Listener, Analysis, Graphic Design, Newspaper Design, Eye For Detail, Observation, Teamwork, Intuitive, Humor, Perspective, Wordsmith, Photography, Writers, Copy Editing, Image Editing, Newspapers, InDesign, Storytelling, Breaking News, Editorial, Graphics, Magazines, Headline Writing, Publications, AP Style, Publishing, Multimedia, Journalism, Web Content
Education
Northwestern University 1994 — 1998
BSJ, Journalism
Kings Park High School 1990 — 1994
Morningstar March 2014 - Present
Chicago Tribune October 2007 - December 2013
Crain's Chicago Business 2006 - 2007
Seattle Post-Intelligencer February 2000 - July 2006
The Virginian-Pilot 1998 - 2000
Skills
Problem Solving, Editing, Coaching, Listener, Analysis, Graphic Design, Newspaper Design, Eye For Detail, Observation, Teamwork, Intuitive, Humor, Perspective, Wordsmith, Photography, Writers, Copy Editing, Image Editing, Newspapers, InDesign, Storytelling, Breaking News, Editorial, Graphics, Magazines, Headline Writing, Publications, AP Style, Publishing, Multimedia, Journalism, Web Content
Education
Northwestern University 1994 — 1998
BSJ, Journalism
Kings Park High School 1990 — 1994
Brandon Strom Brandon Strom's Morningstar Experience May 2015 - Present
Job Associate Quantitative Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Morningstar July 2013 - May 2015
Northwestern University September 2008 - December 2012
Northwestern University Advanced Degree Consulting Alliance May 2011 - May 2012
Northwestern University Center for Leadership September 2010 - June 2011
University of Michigan December 2005 - July 2007
Education
Northwestern University 2008 — 2012
Ph.D., Mechanical Engineering, 3.9/4.0
Northwestern University - Kellogg School of Management 2011 — 2011
Certificate, Management for Scientists and Engineers
Northwestern University 2007 — 2008
M.S., Engineering Science and Applied Mathematics, 3.8/4.0
University of Michigan 2004 — 2007
B.S., Honors Mathematics (Pure), 3.4/4.0
Morningstar May 2015 - Present
Morningstar July 2013 - May 2015
Northwestern University September 2008 - December 2012
Northwestern University Advanced Degree Consulting Alliance May 2011 - May 2012
Northwestern University Center for Leadership September 2010 - June 2011
University of Michigan December 2005 - July 2007
Education
Northwestern University 2008 — 2012
Ph.D., Mechanical Engineering, 3.9/4.0
Northwestern University - Kellogg School of Management 2011 — 2011
Certificate, Management for Scientists and Engineers
Northwestern University 2007 — 2008
M.S., Engineering Science and Applied Mathematics, 3.8/4.0
University of Michigan 2004 — 2007
B.S., Honors Mathematics (Pure), 3.4/4.0
Hailin Li, Ph.D., CFA Hailin Li, Ph.D., CFA's Morningstar Experience January 1999 - February 2003
Job CEO at yHLsoft, Inc.
Industry Financial Services
Experience
yHLsoft, Inc. July 2012 - Present
Morningstar, Inc June 2010 - May 2012
Morningstar,Inc March 2003 - May 2010
Morningstar January 1999 - February 2003
Skills
Product Management, Product Development, Business Strategy, Portfolio Management, Financial Services, Morningstar Direct, Risk Management, Analytics, Competitive Analysis, Mergers & Acquisitions, Strategy, Asset Management, Alternative Investments, Investments, Valuation, Equities, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
EMBA, Business Administration and Management, General
State University of New York at Stony Brook 1991 — 1996
Doctor of Philosophy (Ph.D.), Physics
Peking University 1984 — 1988
Bachelor of Science (B.S.), Physics
yHLsoft, Inc. July 2012 - Present
Morningstar, Inc June 2010 - May 2012
Morningstar,Inc March 2003 - May 2010
Morningstar January 1999 - February 2003
Skills
Product Management, Product Development, Business Strategy, Portfolio Management, Financial Services, Morningstar Direct, Risk Management, Analytics, Competitive Analysis, Mergers & Acquisitions, Strategy, Asset Management, Alternative Investments, Investments, Valuation, Equities, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
EMBA, Business Administration and Management, General
State University of New York at Stony Brook 1991 — 1996
Doctor of Philosophy (Ph.D.), Physics
Peking University 1984 — 1988
Bachelor of Science (B.S.), Physics
Kevin Dombrowski Kevin Dombrowski's Morningstar Experience May 2014 - Present
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar April 2013 - April 2014
Morningstar January 2012 - April 2013
Morningstar April 2010 - January 2012
KIPP Ascend Charter School 2009 - 2011
Morningstar August 2008 - April 2010
Morningstar July 2007 - August 2008
Eddie Bauer, Germany May 2006 - August 2006
Skills
Business Development, Asset Management, Relationship Management, Product Management, Sales, Finance, Financial Services, Investments, Hedge Funds, Asset Allocation, Alternative Investments, Financial Markets, Analysis, Investment Strategies, Fixed Income, Asset Managment, Databases, Investment Management, Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Management
University of Michigan
BA, Economics
Morningstar May 2014 - Present
Morningstar April 2013 - April 2014
Morningstar January 2012 - April 2013
Morningstar April 2010 - January 2012
KIPP Ascend Charter School 2009 - 2011
Morningstar August 2008 - April 2010
Morningstar July 2007 - August 2008
Eddie Bauer, Germany May 2006 - August 2006
Skills
Business Development, Asset Management, Relationship Management, Product Management, Sales, Finance, Financial Services, Investments, Hedge Funds, Asset Allocation, Alternative Investments, Financial Markets, Analysis, Investment Strategies, Fixed Income, Asset Managment, Databases, Investment Management, Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Management
University of Michigan
BA, Economics
Ben Koltun's Morningstar Experience September 2010 - March 2011
Job Analyst at Hamilton Place Strategies
Industry Public Policy
Experience
Hamilton Place Strategies September 2015 - Present
Citi June 2014 - August 2014
Pluscios Management May 2011 - January 2013
Morningstar September 2010 - March 2011
Northwestern Mutual June 2010 - September 2010
CARPLS March 2010 - June 2010
Skills
Emotional Intelligence, Creative Writing, Talk Radio, Public Speaking, Hedge Funds
Education
Northwestern University
Bachelor of Arts (BA), Economics
Homewood-Flossmoor High School
Hamilton Place Strategies September 2015 - Present
Citi June 2014 - August 2014
Pluscios Management May 2011 - January 2013
Morningstar September 2010 - March 2011
Northwestern Mutual June 2010 - September 2010
CARPLS March 2010 - June 2010
Skills
Emotional Intelligence, Creative Writing, Talk Radio, Public Speaking, Hedge Funds
Education
Northwestern University
Bachelor of Arts (BA), Economics
Homewood-Flossmoor High School
Emily Arbuckle's Morningstar Experience June 2012 - May 2013
Job Analyst, Strategy & Analysis at DigitasLBi
Industry Marketing and Advertising
Experience
DigitasLBi August 2014 - Present
eBay Enterprise August 2013 - July 2014
Morningstar June 2012 - May 2013
OLSON March 2012 - June 2012
Stitch Fix June 2011 - September 2011
Conde Nast July 2010 - September 2010
Skills
Integrated Marketing, Data Analysis, Competitive Analysis, Display Advertising &..., Retail Marketing, Tableau, DART for Advertisers, Writing, Editing, Excel, Social Media, French, Microsoft Office, Market Research, InDesign, Media, Adobe Creative Suite, Flash, Cision, Vendor Relations, Customer Insight, Performance Attribution, Content Strategy, Google Analytics, Fashion Marketing, Google Adwords, Facebook Audience..., BrandWatch, Survey Design
Education
Northwestern University 2009 — 2013
Bachelor of Science (B.S.), Journalism
DigitasLBi August 2014 - Present
eBay Enterprise August 2013 - July 2014
Morningstar June 2012 - May 2013
OLSON March 2012 - June 2012
Stitch Fix June 2011 - September 2011
Conde Nast July 2010 - September 2010
Skills
Integrated Marketing, Data Analysis, Competitive Analysis, Display Advertising &..., Retail Marketing, Tableau, DART for Advertisers, Writing, Editing, Excel, Social Media, French, Microsoft Office, Market Research, InDesign, Media, Adobe Creative Suite, Flash, Cision, Vendor Relations, Customer Insight, Performance Attribution, Content Strategy, Google Analytics, Fashion Marketing, Google Adwords, Facebook Audience..., BrandWatch, Survey Design
Education
Northwestern University 2009 — 2013
Bachelor of Science (B.S.), Journalism
Mallory Horejs, CFA Mallory Horejs, CFA's Morningstar Experience April 2011 - July 2013
Job Investment Banking Associate at William Blair
Industry Investment Banking
Experience
William Blair & Company August 2015 - Present
Lazard June 2014 - August 2014
Morningstar April 2011 - July 2013
Morningstar July 2009 - May 2011
Sheridan Road Financial July 2008 - September 2008
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Investment Management, Morningstar Direct, Series 7, Finance, Fixed Income
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Pursuing concentrations in Finance, Accounting, and General Management
Northwestern University 2005 — 2009
B.A., History, International Studies & Business
William Blair & Company August 2015 - Present
Lazard June 2014 - August 2014
Morningstar April 2011 - July 2013
Morningstar July 2009 - May 2011
Sheridan Road Financial July 2008 - September 2008
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation, Portfolio Management, Investments, Investment Strategies, Investment Management, Morningstar Direct, Series 7, Finance, Fixed Income
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Pursuing concentrations in Finance, Accounting, and General Management
Northwestern University 2005 — 2009
B.A., History, International Studies & Business
Bob Krenn, CFA Bob Krenn, CFA's Morningstar Experience June 2008 - September 2008
Job Director of Portfolio Management at Galvin, Gaustad & Stein, LLC
Industry Financial Services
Experience
Galvin, Gaustad & Stein, LLC October 2013 - Present
US Airways September 2012 - October 2013
Spot Trading LLC July 2009 - August 2012
Northwestern University September 2006 - 2012
Morningstar June 2008 - September 2008
Skills
Equity Research, Valuation, Equities, Options, Derivatives, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Bloomberg, Research, Industry Analysis, DCF, Microsoft Office, Economics, Capital Markets, Corporate Finance, Statistics
Education
Northwestern University 2005 — 2009
BA, Economics, Mathematical Methods in the Social Sciences, Business Institutions
Northwestern University - Kellogg School of Management 2007 — 2008
Certificate Program for Undergraduates in Financial Economics
Benilde-St. Margaret's High School 2001 — 2005
Galvin, Gaustad & Stein, LLC October 2013 - Present
US Airways September 2012 - October 2013
Spot Trading LLC July 2009 - August 2012
Northwestern University September 2006 - 2012
Morningstar June 2008 - September 2008
Skills
Equity Research, Valuation, Equities, Options, Derivatives, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Bloomberg, Research, Industry Analysis, DCF, Microsoft Office, Economics, Capital Markets, Corporate Finance, Statistics
Education
Northwestern University 2005 — 2009
BA, Economics, Mathematical Methods in the Social Sciences, Business Institutions
Northwestern University - Kellogg School of Management 2007 — 2008
Certificate Program for Undergraduates in Financial Economics
Benilde-St. Margaret's High School 2001 — 2005
Aileen Baxter's Morningstar Experience September 1996 - January 1999
Job Career Coach at Deloitte
Industry Staffing and Recruiting
Experience
Deloitte May 2013 - Present
Deloitte June 2006 - May 2013
Alain Locke Charter Academy September 2005 - June 2006
Deloitte June 2002 - June 2005
Dewpoint January 2001 - February 2002
Commerx February 2000 - January 2001
Morningstar September 1996 - January 1999
Skills
Technical Recruiting, Training, Recruiting, Human Resources, Information Technology, Sourcing, Vendor Management, Management Consulting, Mentoring, Career Development..., ERP, SAP, Temporary Placement, Consulting, Program Management, PeopleSoft, Myers-Briggs Certified, Strategy, Leadership, Management, Career Counseling, Resume Writing, Hiring, Networking, Talent Management, Deferred Compensation, Staff Development
Education
Northwestern University 2005 — 2006
IL certification, Education
University of Notre Dame 1992 — 1996
BA, Political Science, Russian
John S. Burke Catholic 1989 — 1992
Deloitte May 2013 - Present
Deloitte June 2006 - May 2013
Alain Locke Charter Academy September 2005 - June 2006
Deloitte June 2002 - June 2005
Dewpoint January 2001 - February 2002
Commerx February 2000 - January 2001
Morningstar September 1996 - January 1999
Skills
Technical Recruiting, Training, Recruiting, Human Resources, Information Technology, Sourcing, Vendor Management, Management Consulting, Mentoring, Career Development..., ERP, SAP, Temporary Placement, Consulting, Program Management, PeopleSoft, Myers-Briggs Certified, Strategy, Leadership, Management, Career Counseling, Resume Writing, Hiring, Networking, Talent Management, Deferred Compensation, Staff Development
Education
Northwestern University 2005 — 2006
IL certification, Education
University of Notre Dame 1992 — 1996
BA, Political Science, Russian
John S. Burke Catholic 1989 — 1992
Daniel Aliaga's Morningstar Experience January 2010 - May 2010
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Credit Suisse May 2010 - December 2014
Morningstar January 2010 - May 2010
Morningstar July 2008 - December 2009
Fitch Ratings June 2007 - August 2007
Lake Forest Graduate School of Management June 2006 - August 2006
Crate & Barrel June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Credit Suisse January 2015 - Present
Credit Suisse May 2010 - December 2014
Morningstar January 2010 - May 2010
Morningstar July 2008 - December 2009
Fitch Ratings June 2007 - August 2007
Lake Forest Graduate School of Management June 2006 - August 2006
Crate & Barrel June 2005 - August 2005
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Anne Edelbrock's Morningstar Experience July 2013 - February 2015
Job Senior Marketing Manager
Industry Real Estate
Experience
Cushman & Wakefield (formerly DTZ) February 2015 - Present
Morningstar July 2013 - February 2015
Morningstar January 2011 - July 2013
Morningstar September 2008 - December 2010
Morningstar March 2008 - December 2008
Morningstar September 2006 - February 2008
Morningstar UK June 2005 - August 2005
H Texas Magazine June 2004 - August 2004
Skills
Project Management, Innovation, Process Improvement, Recruiting, Six Sigma, CRM, Management, Marketing, Marketing Management, Databases, Product Marketing, Analysis, Cross-functional Team..., Team Leadership, Strategy, Data Analysis, Product Management, Strategic Planning, Marketing Communications, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing, Management & Organizations, International Business
University of Notre Dame 2002 — 2006
B.A. Program of Liberal Studies, Program of Liberal Studies
Cushman & Wakefield (formerly DTZ) February 2015 - Present
Morningstar July 2013 - February 2015
Morningstar January 2011 - July 2013
Morningstar September 2008 - December 2010
Morningstar March 2008 - December 2008
Morningstar September 2006 - February 2008
Morningstar UK June 2005 - August 2005
H Texas Magazine June 2004 - August 2004
Skills
Project Management, Innovation, Process Improvement, Recruiting, Six Sigma, CRM, Management, Marketing, Marketing Management, Databases, Product Marketing, Analysis, Cross-functional Team..., Team Leadership, Strategy, Data Analysis, Product Management, Strategic Planning, Marketing Communications, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Marketing, Management & Organizations, International Business
University of Notre Dame 2002 — 2006
B.A. Program of Liberal Studies, Program of Liberal Studies
Daniel Werner's Morningstar Experience June 2011 - Present
Job
Industry Investment Management
Experience
Morningstar June 2011 - Present
The Banc Funds Company June 1996 - March 2011
Federal Reserve Bank of Chicago January 1988 - January 1996
Skills
Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Equity Research, Hedge Funds, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Value Investing, Equity Valuation, Investment Strategies
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance
Northwestern University 1983 — 1987
B.A., Economics
Morningstar June 2011 - Present
The Banc Funds Company June 1996 - March 2011
Federal Reserve Bank of Chicago January 1988 - January 1996
Skills
Equities, Valuation, Financial Modeling, Investments, Financial Analysis, Equity Research, Hedge Funds, Asset Allocation, Alternative Investments, Investment Management, Portfolio Management, Value Investing, Equity Valuation, Investment Strategies
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance
Northwestern University 1983 — 1987
B.A., Economics
Anne McCarley Anne McCarley's Morningstar Experience May 2006 - September 2006
Job Managing Director, External Affairs at Relay Graduate School of Education
Industry Nonprofit Organization Management
Experience
Relay Graduate School of Education January 2015 - Present
Teach For America May 2013 - January 2015
Teach for America April 2012 - April 2013
Teach for America April 2011 - March 2012
Teach for America July 2009 - June 2011
Teach for America January 2008 - July 2009
Morningstar May 2006 - September 2006
Morningstar July 2004 - May 2006
Skills
Private Foundations, Philanthropy, Grant Writing, Fundraising, Annual Giving, Non-profits, Grants, Nonprofits, Volunteer Management, Community Outreach, Strategy, Research, Public Speaking, Program Development
Education
Northwestern University 2006 — 2007
M.A., English & American Literature
University of Notre Dame 2000 — 2004
B.A., English, Summa Cum Laude
Relay Graduate School of Education January 2015 - Present
Teach For America May 2013 - January 2015
Teach for America April 2012 - April 2013
Teach for America April 2011 - March 2012
Teach for America July 2009 - June 2011
Teach for America January 2008 - July 2009
Morningstar May 2006 - September 2006
Morningstar July 2004 - May 2006
Skills
Private Foundations, Philanthropy, Grant Writing, Fundraising, Annual Giving, Non-profits, Grants, Nonprofits, Volunteer Management, Community Outreach, Strategy, Research, Public Speaking, Program Development
Education
Northwestern University 2006 — 2007
M.A., English & American Literature
University of Notre Dame 2000 — 2004
B.A., English, Summa Cum Laude
Jessica Wesley Jessica Wesley's Morningstar Experience January 2012 - May 2013
Job Marketing Director at Maven Wave Partners
Industry Marketing and Advertising
Experience
Maven Wave Partners June 2013 - Present
Illinois Society for the Prevention of Blindness February 2013 - Present
Morningstar January 2012 - May 2013
Northwestern University September 2010 - December 2011
Motorola Solutions June 2011 - August 2011
Euro RSCG September 2008 - September 2010
Euro RSCG June 2007 - August 2007
Skills
Marketing Strategy, Consumer Insights, Social Media Marketing, Innovative Thinking, Global Branding, Writing, Integrated Marketing
Education
Northwestern University 2010 — 2011
M.S., Integrated Marketing Communications
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Advertising
Idea Verona 2007 — 2007
Study Abroad, Italian, Art History, Photography
Maven Wave Partners June 2013 - Present
Illinois Society for the Prevention of Blindness February 2013 - Present
Morningstar January 2012 - May 2013
Northwestern University September 2010 - December 2011
Motorola Solutions June 2011 - August 2011
Euro RSCG September 2008 - September 2010
Euro RSCG June 2007 - August 2007
Skills
Marketing Strategy, Consumer Insights, Social Media Marketing, Innovative Thinking, Global Branding, Writing, Integrated Marketing
Education
Northwestern University 2010 — 2011
M.S., Integrated Marketing Communications
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Advertising
Idea Verona 2007 — 2007
Study Abroad, Italian, Art History, Photography
Deanna Cardone Deanna Cardone's Morningstar Experience July 2013 - Present
Job Marketing Director at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar August 2011 - June 2013
Morningstar March 2010 - September 2011
Morningstar July 2008 - February 2010
Morningstar July 2007 - July 2008
Motorola 2006 - 2006
General Growth Properties 2005 - 2006
Gap Inc. 2003 - 2005
Skills
Market Research, Strategy, Marketing, Email Marketing, Social Media, Management, Project Management, Competitive Analysis, Analytics, Marketing Strategy, Sales, Analysis, Investments, Asset Managment, Advertising, Leadership, Integrated Marketing, Marketing Communications, Outstanding time..., International Business, Product Launch, Presentations, Salesforce.com, Google Adwords, Lean Operations, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Marketing Management, Strategy
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Business Administration, Concentration: Marketing
Elmwood Park High School 2000 — 2003
Morningstar July 2013 - Present
Morningstar August 2011 - June 2013
Morningstar March 2010 - September 2011
Morningstar July 2008 - February 2010
Morningstar July 2007 - July 2008
Motorola 2006 - 2006
General Growth Properties 2005 - 2006
Gap Inc. 2003 - 2005
Skills
Market Research, Strategy, Marketing, Email Marketing, Social Media, Management, Project Management, Competitive Analysis, Analytics, Marketing Strategy, Sales, Analysis, Investments, Asset Managment, Advertising, Leadership, Integrated Marketing, Marketing Communications, Outstanding time..., International Business, Product Launch, Presentations, Salesforce.com, Google Adwords, Lean Operations, Agile Methodologies
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Marketing Management, Strategy
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Business Administration, Concentration: Marketing
Elmwood Park High School 2000 — 2003
Anna Nordseth Anna Nordseth's Morningstar Experience January 2014 - Present
Job Vice President of Business Development at Morningstar
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar April 2013 - Present
Morningstar April 2011 - April 2013
Morningstar November 2008 - April 2011
Morningstar July 2007 - November 2008
ContextMedia, Inc. July 2006 - January 2007
ContextWeb June 2005 - September 2006
Skills
Spanish, Italian, Russian, Negotiation, Online Advertising, Entrepreneurship, Management, CRM, Program Management, Competitive Analysis, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Business Development, Relationship Management, Investments, Sales, New Business Development, Selling, Marketing, Sales Management, Cold Calling, Strategy, Finance, Advertising, Leadership
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Entrepreneurship, Marketing, Economics
Northwestern University 2003 — 2007
Bachelor of Arts, Double major in History and International Studies, Minor in Business
Hackley School 1999 — 2003
Morningstar January 2014 - Present
Morningstar April 2013 - Present
Morningstar April 2011 - April 2013
Morningstar November 2008 - April 2011
Morningstar July 2007 - November 2008
ContextMedia, Inc. July 2006 - January 2007
ContextWeb June 2005 - September 2006
Skills
Spanish, Italian, Russian, Negotiation, Online Advertising, Entrepreneurship, Management, CRM, Program Management, Competitive Analysis, Marketing Strategy, Market Research, Strategic Planning, Business Strategy, Business Development, Relationship Management, Investments, Sales, New Business Development, Selling, Marketing, Sales Management, Cold Calling, Strategy, Finance, Advertising, Leadership
Education
The University of Chicago - Booth School of Business 2008 — 2011
MBA, Entrepreneurship, Marketing, Economics
Northwestern University 2003 — 2007
Bachelor of Arts, Double major in History and International Studies, Minor in Business
Hackley School 1999 — 2003
Brittney McIngvale Brittney McIngvale's Morningstar Experience September 2014 - Present
Job Senior Implementation Project Manager, Investment Management at Morningstar Associates
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar Associates September 2013 - July 2014
Mattersight Corporation 2012 - 2013
Mattersight Corporation 2010 - 2012
Mattersight Corporation 2008 - 2010
Mattersight Corporation 2007 - 2008
Skills
Business Process..., Project Management, Program Management, SaaS, Analytics, Management Consulting, IT Strategy, Business Analytics, Enterprise Software, Predictive Analytics, Strategy, Talent Management, Team Management
Education
Kellogg School of Management 2011 — 2014
MBA
Northwestern University 2003 — 2007
BA, Psychology and Communication Studies
Morningstar September 2014 - Present
Morningstar Associates September 2013 - July 2014
Mattersight Corporation 2012 - 2013
Mattersight Corporation 2010 - 2012
Mattersight Corporation 2008 - 2010
Mattersight Corporation 2007 - 2008
Skills
Business Process..., Project Management, Program Management, SaaS, Analytics, Management Consulting, IT Strategy, Business Analytics, Enterprise Software, Predictive Analytics, Strategy, Talent Management, Team Management
Education
Kellogg School of Management 2011 — 2014
MBA
Northwestern University 2003 — 2007
BA, Psychology and Communication Studies
Angela Kang Angela Kang's Morningstar Experience September 2013 - Present
Job Pricing & Deal Strategy at Morningstar
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar November 2011 - September 2013
Morningstar November 2008 - October 2011
JPMorgan Chase July 2006 - November 2008
Skills
Business Analysis, Credit Analysis, Financial Analysis, Excel, International Business, Email Marketing, HTML, Presentation Preparation, Group Presentations, Training & Development, Product Management, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Management, Marketing
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor's Degree, Finance
Morningstar September 2013 - Present
Morningstar November 2011 - September 2013
Morningstar November 2008 - October 2011
JPMorgan Chase July 2006 - November 2008
Skills
Business Analysis, Credit Analysis, Financial Analysis, Excel, International Business, Email Marketing, HTML, Presentation Preparation, Group Presentations, Training & Development, Product Management, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Management, Marketing
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor's Degree, Finance
Leon Zhao Leon Zhao's Morningstar Experience November 2008 - January 2013
Job Manager, CIO Advisory at EY
Industry Financial Services
Experience
EY June 2014 - Present
Accenture January 2013 - May 2014
Morningstar November 2008 - January 2013
Vibes Media February 2004 - October 2008
Whitehall Co Ltd June 1998 - September 2002
Skills
Management Consulting, Strategy, Cross-functional Team..., Enterprise Architecture, Start-ups, Mobile Technology, Software Engineering, Data Analytics, Technology Process..., JIRA, Product Development, Financial Analysis, Outsourcing, Agile Methodologies, Business Analysis, Mobile Devices, Competitive Analysis, Product Management, Management, Mobile Marketing, Leadership, Team Leadership, Analytics, E-commerce, Project Management, Software Project..., Financial Modeling
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), General Management, Finance, Strategy, Marketing, Org. Behavior, Entrepreneurship
Northwestern University 2003 — 2005
Master, Computer Science
Northwestern University 1999 — 2003
BA, Computer Information System
Northwestern University 1999 — 2003
BA, Economics
Newton South High School
EY June 2014 - Present
Accenture January 2013 - May 2014
Morningstar November 2008 - January 2013
Vibes Media February 2004 - October 2008
Whitehall Co Ltd June 1998 - September 2002
Skills
Management Consulting, Strategy, Cross-functional Team..., Enterprise Architecture, Start-ups, Mobile Technology, Software Engineering, Data Analytics, Technology Process..., JIRA, Product Development, Financial Analysis, Outsourcing, Agile Methodologies, Business Analysis, Mobile Devices, Competitive Analysis, Product Management, Management, Mobile Marketing, Leadership, Team Leadership, Analytics, E-commerce, Project Management, Software Project..., Financial Modeling
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), General Management, Finance, Strategy, Marketing, Org. Behavior, Entrepreneurship
Northwestern University 2003 — 2005
Master, Computer Science
Northwestern University 1999 — 2003
BA, Computer Information System
Northwestern University 1999 — 2003
BA, Economics
Newton South High School
Joseph Mak Joseph Mak's Morningstar Experience June 1994 - January 1996
Job Consultant at CityTech, Inc.
Industry Computer Software
Experience
CITYTECH, Inc. July 2012 - Present
Acquity Group May 2010 - August 2012
Echo Global Logistics October 2009 - May 2010
Pathfinder 2010 - 2010
CNA Insurance July 2002 - August 2009
Geneer Corporation June 1998 - July 2002
Geneer June 1998 - June 2002
Summit National Group January 1996 - June 1998
Morningstar June 1994 - January 1996
Skills
Java, MVC, Websphere, C#, Visual Studio, Android, Mathematics, Visual Basic, Web Applications, Software Development, Java Enterprise Edition, Agile Methodologies, XML, .NET, Microsoft SQL Server
Education
DePaul University 1996 — 2000
MS, Software Engineering, Computer Graphics
Northwestern University 1990 — 1994
Bachelor of Arts, Computer Studies; Mathematics
CITYTECH, Inc. July 2012 - Present
Acquity Group May 2010 - August 2012
Echo Global Logistics October 2009 - May 2010
Pathfinder 2010 - 2010
CNA Insurance July 2002 - August 2009
Geneer Corporation June 1998 - July 2002
Geneer June 1998 - June 2002
Summit National Group January 1996 - June 1998
Morningstar June 1994 - January 1996
Skills
Java, MVC, Websphere, C#, Visual Studio, Android, Mathematics, Visual Basic, Web Applications, Software Development, Java Enterprise Edition, Agile Methodologies, XML, .NET, Microsoft SQL Server
Education
DePaul University 1996 — 2000
MS, Software Engineering, Computer Graphics
Northwestern University 1990 — 1994
Bachelor of Arts, Computer Studies; Mathematics
Jane Plegge's Morningstar Experience June 2013 - May 2014
Job Healthcare Associate at Golin
Industry Writing and Editing
Experience
Golin December 2014 - Present
Ketchum October 2014 - December 2014
FleishmanHillard May 2014 - September 2014
Morningstar June 2013 - May 2014
InMadrid September 2012 - December 2012
National Geographic Society June 2012 - August 2012
Algonquin Golf Club June 2011 - September 2011
Grant's Farm April 2010 - September 2010
Skills
Editing, Proofreading, Research, Fact-checking, Online Research, Public Relations, Crisis Management, Copy Editing, Microsoft Office, Microsoft Word, Microsoft Excel, Cision, LexisNexis, Radian6, Facebook, Google Docs, Twitter, Translation, Ektron Content..., Morningstar Direct, AP Style, QuickBase, Morningstar, Pinterest, MLA style
Education
Northwestern University 2010 — 2014
Bachelor's Degree, English Language and Literature, General, GPA: 3.89
Boston University: Madrid Internship Program 2012 — 2012
Spanish Language and Literature
John Burroughs School 2004 — 2010
Golin December 2014 - Present
Ketchum October 2014 - December 2014
FleishmanHillard May 2014 - September 2014
Morningstar June 2013 - May 2014
InMadrid September 2012 - December 2012
National Geographic Society June 2012 - August 2012
Algonquin Golf Club June 2011 - September 2011
Grant's Farm April 2010 - September 2010
Skills
Editing, Proofreading, Research, Fact-checking, Online Research, Public Relations, Crisis Management, Copy Editing, Microsoft Office, Microsoft Word, Microsoft Excel, Cision, LexisNexis, Radian6, Facebook, Google Docs, Twitter, Translation, Ektron Content..., Morningstar Direct, AP Style, QuickBase, Morningstar, Pinterest, MLA style
Education
Northwestern University 2010 — 2014
Bachelor's Degree, English Language and Literature, General, GPA: 3.89
Boston University: Madrid Internship Program 2012 — 2012
Spanish Language and Literature
John Burroughs School 2004 — 2010
Allison Wang Allison Wang's Morningstar Experience August 2013 - Present
Job Product Manager / Agile Project Manager Experienced in Agile Software Development, CSM, CSPO
Industry Internet
Experience
Morningstar August 2013 - Present
NAVTEQ September 2012 - August 2013
NAVTEQ August 2008 - September 2012
NAVTEQ August 2003 - August 2008
CAP GEMINI ERNST & YOUNG January 2000 - August 2003
Cap Gemini Ernst Young June 1998 - January 2000
Motorola Solutions June 1995 - June 1998
Skills
Product Lifecycle..., Agile Methodologies, Digital, Mobile Applications, Web Content, Content Management, Software Project..., Product Management, Product Development, Product Marketing, Product Launch, Global Business..., Globalization, Customer Insight, Customer Experience, Customer Analysis, Consumer Products, Consumer Electronics, Automation, GSM, Innovation, Internet, Marketing Research, Contract Negotiation, Problem Solving, R&D, User Experience, User Acceptance Testing, Web Development, Web Applications, Location Based Services, Mobile Technology, Mobile Devices, Crowdsourcing, Streaming Media, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1998
MBA, Marketing and Strategy
No. 4 Middle School Beijing
Virginia Polytechnic Institute and State University
B.S., Electrical Engineering
Morningstar August 2013 - Present
NAVTEQ September 2012 - August 2013
NAVTEQ August 2008 - September 2012
NAVTEQ August 2003 - August 2008
CAP GEMINI ERNST & YOUNG January 2000 - August 2003
Cap Gemini Ernst Young June 1998 - January 2000
Motorola Solutions June 1995 - June 1998
Skills
Product Lifecycle..., Agile Methodologies, Digital, Mobile Applications, Web Content, Content Management, Software Project..., Product Management, Product Development, Product Marketing, Product Launch, Global Business..., Globalization, Customer Insight, Customer Experience, Customer Analysis, Consumer Products, Consumer Electronics, Automation, GSM, Innovation, Internet, Marketing Research, Contract Negotiation, Problem Solving, R&D, User Experience, User Acceptance Testing, Web Development, Web Applications, Location Based Services, Mobile Technology, Mobile Devices, Crowdsourcing, Streaming Media, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1998
MBA, Marketing and Strategy
No. 4 Middle School Beijing
Virginia Polytechnic Institute and State University
B.S., Electrical Engineering
Imari Love's Morningstar Experience 2008 - 2014
Job Investment Analyst/Career Consultant/Strategic Thinker
Industry Investment Management
Experience
University of Michigan Ross School of Business (RCS) 2014 - Present
Morningstar 2008 - 2014
Driehaus Capital Management 2002 - 2007
Goldman Sachs 2000 - 2000
IBM 1996 - 1999
Skills
Equity Research, Valuation, Financial Modeling, Equities, Investments, Portfolio Management, Financial Analysis, Bloomberg, Mutual Funds, Equity Valuation, Capital Markets, Hedge Funds, Economics, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, DCF, Fixed Income, Asset Management, Asset Managment, Value Investing, Career Counseling, Career Development, Stock Picking
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Masters of Business Administration, Finance & Statistics
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
Bachelors of Business Administration, Marketing and Business Management
University of Michigan Ross School of Business (RCS) 2014 - Present
Morningstar 2008 - 2014
Driehaus Capital Management 2002 - 2007
Goldman Sachs 2000 - 2000
IBM 1996 - 1999
Skills
Equity Research, Valuation, Financial Modeling, Equities, Investments, Portfolio Management, Financial Analysis, Bloomberg, Mutual Funds, Equity Valuation, Capital Markets, Hedge Funds, Economics, Investment Management, Investment Strategies, Asset Allocation, Emerging Markets, DCF, Fixed Income, Asset Management, Asset Managment, Value Investing, Career Counseling, Career Development, Stock Picking
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Masters of Business Administration, Finance & Statistics
University of Michigan - Stephen M. Ross School of Business 1992 — 1996
Bachelors of Business Administration, Marketing and Business Management
Linda Mushrefova's Morningstar Experience November 2014 - Present
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar November 2014 - Present
Morningstar June 2014 - November 2014
Morningstar July 2013 - June 2014
Northwestern University September 2009 - June 2013
Martin Investment Management, LLC May 2012 - September 2012
Northwestern Tennis Camps June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Economics, Finance, Hedge Funds, Data Analysis, Microsoft Excel, Leadership, Social Media, Public Speaking, Event Planning, Social Networking, Research, Financial Modeling, Financial Analysis, Teamwork, Customer Service, Market Research, Investments, Strategy, Management
Education
Northwestern University 2009 — 2013
BA, Economics, Business Institutions, Political Science
Northwestern University 2009 — 2013
Bachelor's degree, Economics
Morningstar November 2014 - Present
Morningstar June 2014 - November 2014
Morningstar July 2013 - June 2014
Northwestern University September 2009 - June 2013
Martin Investment Management, LLC May 2012 - September 2012
Northwestern Tennis Camps June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Economics, Finance, Hedge Funds, Data Analysis, Microsoft Excel, Leadership, Social Media, Public Speaking, Event Planning, Social Networking, Research, Financial Modeling, Financial Analysis, Teamwork, Customer Service, Market Research, Investments, Strategy, Management
Education
Northwestern University 2009 — 2013
BA, Economics, Business Institutions, Political Science
Northwestern University 2009 — 2013
Bachelor's degree, Economics
Brett Kreisman's Morningstar Experience April 1998 - May 1999
Job Sales at Twitter
Industry Online Media
Experience
Twitter February 2012 - Present
AdKeeper August 2010 - January 2012
MySpace October 2008 - August 2010
Microsoft Advertising May 2006 - September 2008
Draftfcb November 2004 - May 2006
Davis Harrison Dion September 2003 - November 2004
Slack Barshinger July 2000 - July 2003
Buena Vista Pictures Marketing July 1998 - June 2000
Morningstar April 1998 - May 1999
Skills
Digital Marketing, Digital Strategy, Digital Media, Strategy, Advertising, Strategic Partnerships, Interactive Marketing, Facebook
Education
Northwestern University 1996 — 2000
BS, Communication Studies, Business Institutions
John Burroughs School
Twitter February 2012 - Present
AdKeeper August 2010 - January 2012
MySpace October 2008 - August 2010
Microsoft Advertising May 2006 - September 2008
Draftfcb November 2004 - May 2006
Davis Harrison Dion September 2003 - November 2004
Slack Barshinger July 2000 - July 2003
Buena Vista Pictures Marketing July 1998 - June 2000
Morningstar April 1998 - May 1999
Skills
Digital Marketing, Digital Strategy, Digital Media, Strategy, Advertising, Strategic Partnerships, Interactive Marketing, Facebook
Education
Northwestern University 1996 — 2000
BS, Communication Studies, Business Institutions
John Burroughs School
Bradley Sweeney's Morningstar Experience August 1999 - August 2003
Job Director, Head of U.S. Distressed Desk Analysts
Industry Capital Markets
Experience
Barclays Capital September 2008 - Present
Lehman Brothers August 2005 - September 2008
Morningstar August 1999 - August 2003
Skills
Equities, Bonds, Special Situations, CDS, Distressed Debt, Distressed Property, Hedge Funds, Mutual Funds, Loans, Fixed Income, Capital Markets, Investment Banking, Investments, Bloomberg, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Northwestern University 1997 — 1998
M.A.
The University of Kansas 1992 — 1997
B.A.
Barclays Capital September 2008 - Present
Lehman Brothers August 2005 - September 2008
Morningstar August 1999 - August 2003
Skills
Equities, Bonds, Special Situations, CDS, Distressed Debt, Distressed Property, Hedge Funds, Mutual Funds, Loans, Fixed Income, Capital Markets, Investment Banking, Investments, Bloomberg, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
Northwestern University 1997 — 1998
M.A.
The University of Kansas 1992 — 1997
B.A.
Brady Lemos's Morningstar Experience 2004 - 2010
Job Senior Marketing Associate at eBay Inc
Industry Retail
Experience
eBay Inc 2014 - Present
Habitué 2014 - 2014
Infosys 2011 - 2013
Morningstar 2004 - 2010
Leo Burnett 2000 - 2003
Peapod 1999 - 1999
Skills
Digital Marketing, Strategy, Marketing Strategy, Integrated Marketing, CRM, Marketing, E-commerce, Business Development, Competitive Analysis, Brand Management, Digital Media, Valuation, SEO, Leadership, Social Media, Public Relations, Analytics, Retail, Affiliate Marketing, Display Advertising, Email Marketing, Search Advertising
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor of Business Administration (BBA)
eBay Inc 2014 - Present
Habitué 2014 - 2014
Infosys 2011 - 2013
Morningstar 2004 - 2010
Leo Burnett 2000 - 2003
Peapod 1999 - 1999
Skills
Digital Marketing, Strategy, Marketing Strategy, Integrated Marketing, CRM, Marketing, E-commerce, Business Development, Competitive Analysis, Brand Management, Digital Media, Valuation, SEO, Leadership, Social Media, Public Relations, Analytics, Retail, Affiliate Marketing, Display Advertising, Email Marketing, Search Advertising
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor of Business Administration (BBA)
James Levin's Morningstar Experience December 2009 - June 2012
Job Senior Marketing Manager at Amazon.com
Industry Internet
Experience
Amazon Business December 2014 - Present
Amazon October 2013 - November 2014
Signal (formerly BrightTag) June 2012 - September 2013
Morningstar December 2009 - June 2012
Morningstar March 2009 - December 2009
Morningstar, Inc. May 2007 - March 2009
Morningstar, Inc. June 2006 - August 2007
Morningstar Associates, LLC July 2005 - June 2006
Morningstar, Inc. July 2004 - July 2005
Skills
Product Management, Business Strategy, Product Development, Software Project..., Operations Management, New Business Development, Sales Operations, Sales, Salesforce.com..., QuickBase Administration, Business Development, Strategy, Management, Equities, Lead Generation, Digital Marketing, SaaS, E-commerce, Start-ups, B2B, CRM, Project Management, Marketing Strategy, Competitive Analysis, Marketing, Entrepreneurship, Marketing Management, SEO, SEM, Strategic Partnerships, Product Marketing, Salesforce.com
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA
Northwestern University 2000 — 2004
BS, Economics; Communication Studies
Amazon Business December 2014 - Present
Amazon October 2013 - November 2014
Signal (formerly BrightTag) June 2012 - September 2013
Morningstar December 2009 - June 2012
Morningstar March 2009 - December 2009
Morningstar, Inc. May 2007 - March 2009
Morningstar, Inc. June 2006 - August 2007
Morningstar Associates, LLC July 2005 - June 2006
Morningstar, Inc. July 2004 - July 2005
Skills
Product Management, Business Strategy, Product Development, Software Project..., Operations Management, New Business Development, Sales Operations, Sales, Salesforce.com..., QuickBase Administration, Business Development, Strategy, Management, Equities, Lead Generation, Digital Marketing, SaaS, E-commerce, Start-ups, B2B, CRM, Project Management, Marketing Strategy, Competitive Analysis, Marketing, Entrepreneurship, Marketing Management, SEO, SEM, Strategic Partnerships, Product Marketing, Salesforce.com
Education
Northwestern University - Kellogg School of Management 2009 — 2012
MBA
Northwestern University 2000 — 2004
BS, Economics; Communication Studies
Robert J Raimondi's Morningstar Experience 2006 - 2007
Job Vice President Global Fund Services, Northern Trust Company
Industry Financial Services
Experience
Northern Trust Company 1997 - Present
Morningstar 2006 - 2007
Merrill Lynch October 1995 - November 1997
Skills
Fund Administration, Hedge Funds, Global Custody, Mutual Funds, Equities, Asset Management, Securities, Fixed Income, Alternative Investments, Morningstar Direct, Asset Managment, Fund Of Funds, Bloomberg, Corporate Actions, Middle Office, Investment Management
Education
Northern Illinois University 1999 — 2001
MBA, International Business
University of Arizona 1988 — 1992
BSBA, Accounting
Northern Trust Company 1997 - Present
Morningstar 2006 - 2007
Merrill Lynch October 1995 - November 1997
Skills
Fund Administration, Hedge Funds, Global Custody, Mutual Funds, Equities, Asset Management, Securities, Fixed Income, Alternative Investments, Morningstar Direct, Asset Managment, Fund Of Funds, Bloomberg, Corporate Actions, Middle Office, Investment Management
Education
Northern Illinois University 1999 — 2001
MBA, International Business
University of Arizona 1988 — 1992
BSBA, Accounting
Jason Stipp's Morningstar Experience Associate EditorDog World Magazine1998 - 2001
Job Site Editor at Morningstar
Industry Financial Services
Experience
Morningstar Associate EditorDog World Magazine1998 - 2001
Education
Northwestern University 1994 — 1998
Morningstar Associate EditorDog World Magazine1998 - 2001
Education
Northwestern University 1994 — 1998
Pat Dorsey's Morningstar Experience November 1998 - March 2011
Job Founder, Dorsey Asset Management
Industry Financial Services
Experience
Sanibel Captiva Investment Advisors March 2011 - December 2013
Morningstar November 1998 - March 2011
Education
Northwestern University 1996 — 1998
MA, Political Science
Wesleyan University 1989 — 1993
BA, Political Science
Sanibel Captiva Investment Advisors March 2011 - December 2013
Morningstar November 1998 - March 2011
Education
Northwestern University 1996 — 1998
MA, Political Science
Wesleyan University 1989 — 1993
BA, Political Science
Andrew Tong, CSM's Morningstar Experience January 2014 - Present
Job Certified ScrumMaster, Technical Project Manager, Operation Consultant
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar June 2012 - December 2013
Morningstar August 2005 - May 2012
Morningstar May 1999 - August 2005
Skills
Portfolio Management, Data Analysis, Product Management, Six Sigma, Product Development, Lean Sigma, SQL, c#, .NET, XML, XML Schema, C#, Data Warehousing, Morningstar Direct, Project Management, Agile Project Management, Requirements Analysis, Software Project..., Business Analysis, Agile Methodologies, SDLC, Vendor Management, Management, Software Development
Education
Northwestern University 2004 — 2006
MS in IT, Information Systems Management
University of Illinois at Chicago 1994 — 1999
BS, IDS & Econ
Morningstar January 2014 - Present
Morningstar June 2012 - December 2013
Morningstar August 2005 - May 2012
Morningstar May 1999 - August 2005
Skills
Portfolio Management, Data Analysis, Product Management, Six Sigma, Product Development, Lean Sigma, SQL, c#, .NET, XML, XML Schema, C#, Data Warehousing, Morningstar Direct, Project Management, Agile Project Management, Requirements Analysis, Software Project..., Business Analysis, Agile Methodologies, SDLC, Vendor Management, Management, Software Development
Education
Northwestern University 2004 — 2006
MS in IT, Information Systems Management
University of Illinois at Chicago 1994 — 1999
BS, IDS & Econ
Keith Levey's Morningstar Experience 1999 - 2000
Job Associate Real Estate Broker at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate August 2014 - Present
William Raveis Real Estate January 2012 - August 2014
Houlihan Lawrence October 2009 - December 2011
Akshay Software International, Inc. 2009 - May 2011
Scott McNulty Venture Partners 2009 - 2011
SIDE International - EastNets Group January 2008 - July 2008
ACI Worldwide September 2000 - August 2007
Morningstar 1999 - 2000
Republic National Bank of New York 1997 - 1999
Lipper, a Thomson Reuters Company 1995 - 1997
Skills
Marketing, Sales, Product Development, Management, Selling, Product Management, Real Estate, Strategic Planning, New Business Development, Marketing Strategy, Training, Business Development, Strategy, Asset Management, Negotiation, Account Management, Team Building, Start-ups, Social Media Marketing, Sales Operations, Sales Process, Entrepreneurship, Market Research, Contract Negotiation, Data Analysis, Advertising, Sales Management, Business Strategy, Customer Service, Solution Selling, Market Analysis, Online Advertising, Email Marketing, CRM, Business Planning, Strategic Partnerships, Product Marketing, Direct Sales, Relationship Management, Competitive Analysis, Management Consulting, Leadership, Online Marketing
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MM, Finance, Marketing, International Business
University of Colorado Boulder 1979 — 1983
BS, Business - Mineral Land Management
William Raveis Real Estate August 2014 - Present
William Raveis Real Estate January 2012 - August 2014
Houlihan Lawrence October 2009 - December 2011
Akshay Software International, Inc. 2009 - May 2011
Scott McNulty Venture Partners 2009 - 2011
SIDE International - EastNets Group January 2008 - July 2008
ACI Worldwide September 2000 - August 2007
Morningstar 1999 - 2000
Republic National Bank of New York 1997 - 1999
Lipper, a Thomson Reuters Company 1995 - 1997
Skills
Marketing, Sales, Product Development, Management, Selling, Product Management, Real Estate, Strategic Planning, New Business Development, Marketing Strategy, Training, Business Development, Strategy, Asset Management, Negotiation, Account Management, Team Building, Start-ups, Social Media Marketing, Sales Operations, Sales Process, Entrepreneurship, Market Research, Contract Negotiation, Data Analysis, Advertising, Sales Management, Business Strategy, Customer Service, Solution Selling, Market Analysis, Online Advertising, Email Marketing, CRM, Business Planning, Strategic Partnerships, Product Marketing, Direct Sales, Relationship Management, Competitive Analysis, Management Consulting, Leadership, Online Marketing
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MM, Finance, Marketing, International Business
University of Colorado Boulder 1979 — 1983
BS, Business - Mineral Land Management
Diane Wein's Morningstar Experience May 2014 - Present
Job Vice President Sales Key Accounts at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar December 2003 - April 2012
Morningstar August 2002 - December 2003
Merrill Lynch January 2000 - November 2001
Citibank 1996 - 2000
Skills
Separately Managed..., Asset Allocation, Alternative Investments, Mutual Funds, ETFs, Series 7, Portfolio Management, Asset Management, Investments, Relationship Management, Morningstar Direct, CRM, Market Data, Equities, Investment Management, Management
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Bachelor of Science (BS), Economics and Communications Studies
Northwestern University 1988 — 1992
BS, Economics and Communications Studies
Morningstar May 2014 - Present
Morningstar December 2003 - April 2012
Morningstar August 2002 - December 2003
Merrill Lynch January 2000 - November 2001
Citibank 1996 - 2000
Skills
Separately Managed..., Asset Allocation, Alternative Investments, Mutual Funds, ETFs, Series 7, Portfolio Management, Asset Management, Investments, Relationship Management, Morningstar Direct, CRM, Market Data, Equities, Investment Management, Management
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Bachelor of Science (BS), Economics and Communications Studies
Northwestern University 1988 — 1992
BS, Economics and Communications Studies
Travis Pascavis, CFA's Morningstar Experience October 1999 - May 2004
Job Global Macro Strategist at The Hartford Investment Management Company
Industry Financial Services
Experience
The Hartford Investment Management Company January 2012 - Present
Hartford Investment Management May 2010 - July 2012
Morningstar, Inc. August 2008 - May 2010
Credit Suisse October 2004 - 2008
Morningstar October 1999 - May 2004
Skills
Statistics, Stata, Quantitative Research, Equities, Valuation, Investments, Investment Strategies, Financial Analysis, Emerging Markets, Capital Markets, Investment Management, Financial Markets, Financial Services, Hedge Funds, ETFs, Morningstar Direct, Structured Products, Asset Management, Mutual Funds, Equity Derivatives, Alternative Investments, Securities, High Yield, Asset Allocation, Derivatives
Education
The University of Chicago - Booth School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Accounting and Finance
The Hartford Investment Management Company January 2012 - Present
Hartford Investment Management May 2010 - July 2012
Morningstar, Inc. August 2008 - May 2010
Credit Suisse October 2004 - 2008
Morningstar October 1999 - May 2004
Skills
Statistics, Stata, Quantitative Research, Equities, Valuation, Investments, Investment Strategies, Financial Analysis, Emerging Markets, Capital Markets, Investment Management, Financial Markets, Financial Services, Hedge Funds, ETFs, Morningstar Direct, Structured Products, Asset Management, Mutual Funds, Equity Derivatives, Alternative Investments, Securities, High Yield, Asset Allocation, Derivatives
Education
The University of Chicago - Booth School of Business 1999 — 2002
Master of Business Administration (M.B.A.), Finance
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Accounting and Finance
Chris Broyles's Morningstar Experience September 2014 - Present
Job Solutions Architect, Morningstar | MBA Candidate, Kellogg School of Management
Industry Financial Services
Experience
Morningstar September 2014 - Present
Morningstar September 2011 - August 2014
Morningstar October 2009 - September 2011
Morningstar October 2007 - October 2009
Calamos Investments 2001 - 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Morningstar September 2014 - Present
Morningstar September 2011 - August 2014
Morningstar October 2009 - September 2011
Morningstar October 2007 - October 2009
Calamos Investments 2001 - 2007
Education
Northwestern University - Kellogg School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
John-Paul Wolforth's Morningstar Experience 2004 - 2005
Job Art Director | UI/UX Designer at Freelance
Industry Design
Experience
Freelance June 2015 - Present
Leo Burnett Arc April 2013 - Present
Arc Worldwide 2007 - 2009
Northwestern University 2005 - 2007
Morningstar 2004 - 2005
Education
Yale University 2013 — 2015
Northwestern University 1998 — 2002
St. Ignatius College Prep
Freelance June 2015 - Present
Leo Burnett Arc April 2013 - Present
Arc Worldwide 2007 - 2009
Northwestern University 2005 - 2007
Morningstar 2004 - 2005
Education
Yale University 2013 — 2015
Northwestern University 1998 — 2002
St. Ignatius College Prep
Ashwini Jambekar's Morningstar Experience April 2014 - July 2015
Job VP, Managed Accounts at Envestnet Retirement Solutions
Industry Financial Services
Experience
Envestnet Retirement Solutions August 2015 - Present
Morningstar April 2014 - July 2015
Morningstar January 2011 - April 2014
Morningstar January 2010 - December 2010
Morningstar March 2007 - December 2009
Beam Global Spirits & Wine 2005 - 2007
Skills
Product Management, Competitive Analysis, Cross-functional Team..., CRM, Product Development, Analysis, Business Analysis, Software Project..., Management, Account Management, Analytics, Business Development, Business Intelligence, Data Analysis, Business Strategy, Entrepreneurship, Financial Services, Go-to-market Strategy, Forecasting, Investments, Market Analysis, Market Research, Marketing, Management Consulting, Marketing Strategy, New Business Development, Portfolio Management, Pricing, Product Marketing, Project Management, SDLC, Sales Operations, Segmentation, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Master of Business Administration (MBA)
Envestnet Retirement Solutions August 2015 - Present
Morningstar April 2014 - July 2015
Morningstar January 2011 - April 2014
Morningstar January 2010 - December 2010
Morningstar March 2007 - December 2009
Beam Global Spirits & Wine 2005 - 2007
Skills
Product Management, Competitive Analysis, Cross-functional Team..., CRM, Product Development, Analysis, Business Analysis, Software Project..., Management, Account Management, Analytics, Business Development, Business Intelligence, Data Analysis, Business Strategy, Entrepreneurship, Financial Services, Go-to-market Strategy, Forecasting, Investments, Market Analysis, Market Research, Marketing, Management Consulting, Marketing Strategy, New Business Development, Portfolio Management, Pricing, Product Marketing, Project Management, SDLC, Sales Operations, Segmentation, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Master of Business Administration (MBA)
Chenfei Lu's Morningstar Experience September 2007 - March 2008
Job Student at the University of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago August 2009 - August 2010
Lazard Freres & Co. July 2008 - August 2009
Lazard July 2008 - August 2009
Morningstar September 2007 - March 2008
U.S. Department of State July 2007 - September 2007
Kellogg School of Management December 2006 - June 2007
Skills
Financial Modeling, Economics, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2015
PhD, Finance
Northwestern University 2006 — 2008
BA, Economics, Mathematics
University of Colorado Boulder 2004 — 2006
Federal Reserve Bank of Chicago August 2009 - August 2010
Lazard Freres & Co. July 2008 - August 2009
Lazard July 2008 - August 2009
Morningstar September 2007 - March 2008
U.S. Department of State July 2007 - September 2007
Kellogg School of Management December 2006 - June 2007
Skills
Financial Modeling, Economics, Corporate Finance
Education
The University of Chicago - Booth School of Business 2010 — 2015
PhD, Finance
Northwestern University 2006 — 2008
BA, Economics, Mathematics
University of Colorado Boulder 2004 — 2006
Stephen Court's Morningstar Experience July 2013 - Present
Job Project Manager at Morningstar
Industry Information Technology and Services
Experience
Morningstar July 2013 - Present
Accenture August 2006 - July 2013
Northwestern University March 2005 - September 2005
Northwestern University March 2005 - June 2005
Skills
Requirements Gathering, ETL, Data Warehousing, Business Analysis, Datastage, Abinitio, Application Development, Netezza, DB2, Oracle, SQL, SQL Server, Master Data Management, Business Intelligence, Business Objects, Informatica, PL/SQL
Education
Northwestern University 2002 — 2006
Bachelor of Science, Computer Engineering
Morningstar July 2013 - Present
Accenture August 2006 - July 2013
Northwestern University March 2005 - September 2005
Northwestern University March 2005 - June 2005
Skills
Requirements Gathering, ETL, Data Warehousing, Business Analysis, Datastage, Abinitio, Application Development, Netezza, DB2, Oracle, SQL, SQL Server, Master Data Management, Business Intelligence, Business Objects, Informatica, PL/SQL
Education
Northwestern University 2002 — 2006
Bachelor of Science, Computer Engineering
Brent Kozel's Morningstar Experience February 2003 - September 2007
Job Vice President at Bank of America
Industry Investment Management
Experience
Bank of America September 2010 - Present
Svoboda Capital Partners LLC February 2010 - September 2010
Mercer September 2007 - June 2009
Morningstar February 2003 - September 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Marketing
Williams College 1998 — 2002
BA, Economics, History
Bank of America September 2010 - Present
Svoboda Capital Partners LLC February 2010 - September 2010
Mercer September 2007 - June 2009
Morningstar February 2003 - September 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Marketing
Williams College 1998 — 2002
BA, Economics, History
Yinru Hou's Morningstar Experience 2010 - 2015
Job Software Engineer(.NET)
Industry Computer Software
Experience
Morningstar 2010 - 2015
Morningstar 2010 - 2015
Hyperformix July 2008 - May 2010
Allenberg Cotton February 2006 - July 2008
Afflink February 2004 - February 2006
Skills
Agile Methodologies, C#, XML, .NET, Microsoft SQL Server, Software Development, ASP.NET, Scrum, SQL, Databases, VB.NET
Education
Northwestern Polytechnic University (CN)
Master
University of Alabama
Master
Morningstar 2010 - 2015
Morningstar 2010 - 2015
Hyperformix July 2008 - May 2010
Allenberg Cotton February 2006 - July 2008
Afflink February 2004 - February 2006
Skills
Agile Methodologies, C#, XML, .NET, Microsoft SQL Server, Software Development, ASP.NET, Scrum, SQL, Databases, VB.NET
Education
Northwestern Polytechnic University (CN)
Master
University of Alabama
Master
Carling Spelhaug's Morningstar Experience July 2013 - Present
Job Associate Director, Corporate Communications at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar August 2009 - July 2013
Morningstar July 2008 - August 2009
Skills
Media Relations, Writing, Editing, Public Relations, Employee Engagement, Press Releases, Corporate Communications, Public Speaking, Social Media, Internal Communications, Crisis Communications, Strategic Communications, Marketing Communications, Leadership, Change Management, Management
Education
Northwestern University 2012 — 2013
Master of Science (M.S.), Communication, General
Northwestern University 2004 — 2008
Bachelor of Arts (B.A.), History
Morningstar July 2013 - Present
Morningstar August 2009 - July 2013
Morningstar July 2008 - August 2009
Skills
Media Relations, Writing, Editing, Public Relations, Employee Engagement, Press Releases, Corporate Communications, Public Speaking, Social Media, Internal Communications, Crisis Communications, Strategic Communications, Marketing Communications, Leadership, Change Management, Management
Education
Northwestern University 2012 — 2013
Master of Science (M.S.), Communication, General
Northwestern University 2004 — 2008
Bachelor of Arts (B.A.), History
Sue Stevens's Morningstar Experience May 1999 - December 2007
Job Founder/CEO/Author Stevens Wealth Management LLC
Industry Investment Management
Experience
Stevens Wealth Management January 2000 - Present
Morningstar May 1999 - December 2007
The Vanguard Group 1996 - 1999
Arthur Andersen LLP 1990 - 1996
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Management, Published Author, Personal Finance, Holistic Financial..., Stock Option Strategies, Musician, Envisioning Life 2.0, Stress Testing..., Syndicated Author
Education
University of Chicago 1986 — 1989
MBA, Finance
Northwestern University 1975 — 1979
Bachelor of Music, Applied Cello
York Community High School 1970 — 1974
Stevens Wealth Management January 2000 - Present
Morningstar May 1999 - December 2007
The Vanguard Group 1996 - 1999
Arthur Andersen LLP 1990 - 1996
Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Management, Published Author, Personal Finance, Holistic Financial..., Stock Option Strategies, Musician, Envisioning Life 2.0, Stress Testing..., Syndicated Author
Education
University of Chicago 1986 — 1989
MBA, Finance
Northwestern University 1975 — 1979
Bachelor of Music, Applied Cello
York Community High School 1970 — 1974
M. Suzanne Reicher, SPHR's Morningstar Experience January 2014 - Present
Job Human Resources Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar January 2014 - Present
Morningstar June 2009 - December 2013
Morningstar June 2006 - June 2009
Morningstar 2004 - 2006
Skills
Employee Relations, Employee Engagement, Change Management, Performance Management, Talent Management, Organizational..., Succession Planning, Recruiting, Employee Benefits, Onboarding, HRIS, Global Strategy, Strategic Planning, Leadership, Leadership Development, Morningstar Direct, Talent Acquisition, College Recruiting, Management, Interviews, Personnel Management, Morningstar, Organizational Design, New Hire Orientations, Organizational...
Education
Northwestern University 2007 — 2009
MS
University of Michigan 2000 — 2004
BA
Morningstar January 2014 - Present
Morningstar June 2009 - December 2013
Morningstar June 2006 - June 2009
Morningstar 2004 - 2006
Skills
Employee Relations, Employee Engagement, Change Management, Performance Management, Talent Management, Organizational..., Succession Planning, Recruiting, Employee Benefits, Onboarding, HRIS, Global Strategy, Strategic Planning, Leadership, Leadership Development, Morningstar Direct, Talent Acquisition, College Recruiting, Management, Interviews, Personnel Management, Morningstar, Organizational Design, New Hire Orientations, Organizational...
Education
Northwestern University 2007 — 2009
MS
University of Michigan 2000 — 2004
BA
Albert Hu's Morningstar Experience April 2013 - March 2014
Job
Industry Information Technology and Services
Experience
Navigant April 2014 - Present
Morningstar April 2013 - March 2014
Morningstar July 2011 - March 2013
Omnium LLC/Citadel LLC 2010 - 2010
DHR International 2010 - 2010
Education
Northwestern University
B.A.
Navigant April 2014 - Present
Morningstar April 2013 - March 2014
Morningstar July 2011 - March 2013
Omnium LLC/Citadel LLC 2010 - 2010
DHR International 2010 - 2010
Education
Northwestern University
B.A.
Michael Biddle's Morningstar Experience July 2010 - July 2014
Job President & CEO at Claren Financial Services Inc
Industry Investment Management
Experience
Claren Financial Services Inc July 2014 - Present
Morningstar July 2010 - July 2014
Hudson Advisors, LLC October 2009 - July 2010
Long Point Asset Management July 2008 - October 2009
RR Donnelley Global Real Estate May 2004 - July 2008
Aegis Mortgage May 2003 - May 2004
PCFS August 1999 - April 2003
Great American Insurance December 1996 - August 1999
Skills
Credit Risk, Financial Risk, Mortgage Lending, Loan Servicing, Portfolio Management, Capital Markets, Management, Asset Management, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Leadership, Quantitative Analytics, Quantitative Risk, Quantitative Finance, Qualitative Research, Valuation, Financial Services, Loans, Analysis, Risk Management, Financial Analysis, Credit, Financial Modeling, Investments
Education
Northern Kentucky University 1997 — 2000
MBA, Finance
University of Cincinnati 1997 — 1999
DDE, Economics
University of Kentucky 1991 — 1996
BBA, Finance
University of Kentucky 1991 — 1996
BBA, Economics
Claren Financial Services Inc July 2014 - Present
Morningstar July 2010 - July 2014
Hudson Advisors, LLC October 2009 - July 2010
Long Point Asset Management July 2008 - October 2009
RR Donnelley Global Real Estate May 2004 - July 2008
Aegis Mortgage May 2003 - May 2004
PCFS August 1999 - April 2003
Great American Insurance December 1996 - August 1999
Skills
Credit Risk, Financial Risk, Mortgage Lending, Loan Servicing, Portfolio Management, Capital Markets, Management, Asset Management, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Leadership, Quantitative Analytics, Quantitative Risk, Quantitative Finance, Qualitative Research, Valuation, Financial Services, Loans, Analysis, Risk Management, Financial Analysis, Credit, Financial Modeling, Investments
Education
Northern Kentucky University 1997 — 2000
MBA, Finance
University of Cincinnati 1997 — 1999
DDE, Economics
University of Kentucky 1991 — 1996
BBA, Finance
University of Kentucky 1991 — 1996
BBA, Economics
Alexandra Bosco Luger, Psy.D's Morningstar Experience June 2008 - May 2010
Job Postdoctoral Fellow at NYU Counseling and Wellness Services
Industry Mental Health Care
Experience
NYU Counseling and Wellness Services September 2015 - Present
Pace University Counseling Center September 2014 - August 2015
University of Chicago Student Counseling Services September 2013 - June 2014
Yoga Fuzion December 2012 - January 2014
Mt. Sinai Under the Rainbow Child and Adolescent Behavioral Health Clinic July 2012 - June 2013
Gateway Foundation July 2011 - June 2012
Morningstar June 2008 - May 2010
Skills
Psychology, Therapists, Psychotherapy, Mental Health, Group Therapy, Psychological Assessment, Adolescents, Mental Health Counseling, SPSS, Yoga
Education
The Chicago School of Professional Psychology 2010 — 2015
Doctorate in Clinical Psychology (Psy.D.), Clinical Psychology
Northwestern University 2004 — 2008
BA, Economics & Spanish Literature
NYU Counseling and Wellness Services September 2015 - Present
Pace University Counseling Center September 2014 - August 2015
University of Chicago Student Counseling Services September 2013 - June 2014
Yoga Fuzion December 2012 - January 2014
Mt. Sinai Under the Rainbow Child and Adolescent Behavioral Health Clinic July 2012 - June 2013
Gateway Foundation July 2011 - June 2012
Morningstar June 2008 - May 2010
Skills
Psychology, Therapists, Psychotherapy, Mental Health, Group Therapy, Psychological Assessment, Adolescents, Mental Health Counseling, SPSS, Yoga
Education
The Chicago School of Professional Psychology 2010 — 2015
Doctorate in Clinical Psychology (Psy.D.), Clinical Psychology
Northwestern University 2004 — 2008
BA, Economics & Spanish Literature
Chris Boruff's Morningstar Experience June 1996 - Present
Job President, Software Division at Morningstar
Industry Financial Services
Experience
Morningstar June 1996 - Present
Education
Northwestern University 1983 — 1988
BA, Economics, Psychology
Morningstar June 1996 - Present
Education
Northwestern University 1983 — 1988
BA, Economics, Psychology
Warren Miller, CFA's Morningstar Experience April 2013 - Present
Job Vice President, Global Quantitative Research at Morningstar
Industry Financial Services
Experience
Morningstar April 2013 - Present
Skills
C#, VBA, R, Matlab, Bloomberg, SQL, Minitab, SPSS, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Capital Markets, Risk Modeling, Morningstar Direct, Predictive Modeling, Equity Research, Data Analysis, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Analytic Finance, Economics, Econometrics
Northwestern University 2003 — 2007
BS, Economics, Industrial Engineering
Morningstar April 2013 - Present
Skills
C#, VBA, R, Matlab, Bloomberg, SQL, Minitab, SPSS, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Investments, Valuation, Capital Markets, Risk Modeling, Morningstar Direct, Predictive Modeling, Equity Research, Data Analysis, Asset Management
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Analytic Finance, Economics, Econometrics
Northwestern University 2003 — 2007
BS, Economics, Industrial Engineering
Sam Padrul's Morningstar Experience January 2010 - July 2012
Job Project Manager & Scrum Master at Freeosk, Inc.
Industry Information Technology and Services
Experience
Freeosk, Inc. August 2013 - Present
Liquidus Marketing July 2012 - June 2013
Morningstar January 2010 - July 2012
Morningstar June 2008 - December 2009
Skills
Project Management, Product Management, Management, SQL, Databases, Agile Project Management, Business Analysis, Cross-functional Team..., Data Analysis, Agile Methodologies, Market Research, User Experience, Social Media, Marketing, Microsoft Office, Online Advertising, Financial Modeling, Axure, Atlassian JIRA, Microsoft Excel, Wikis, Data Collection, Statistics, Basecamp, MS Project, Scrum, Banner Ads, Ad Networks, Linux, Data Warehousing, Github, Unix Operating Systems, Financial Analysis, Business Intelligence..., Interactive Marketing, Email Marketing, Data-driven Marketing, MySQL, Tableau, Business Intelligence..., Business Intelligence, Ruby on Rails, IT Management, Network Architecture
Education
Northwestern University 2014 — 2016
Masters in Product Design and Development Management
University of Illinois at Chicago 2005 — 2009
Bachelors of Science, Economics
London School of Economics and Political Science 2007 — 2008
Study Abroad, Economics
Walter Payton College Prep 2001 — 2005
Freeosk, Inc. August 2013 - Present
Liquidus Marketing July 2012 - June 2013
Morningstar January 2010 - July 2012
Morningstar June 2008 - December 2009
Skills
Project Management, Product Management, Management, SQL, Databases, Agile Project Management, Business Analysis, Cross-functional Team..., Data Analysis, Agile Methodologies, Market Research, User Experience, Social Media, Marketing, Microsoft Office, Online Advertising, Financial Modeling, Axure, Atlassian JIRA, Microsoft Excel, Wikis, Data Collection, Statistics, Basecamp, MS Project, Scrum, Banner Ads, Ad Networks, Linux, Data Warehousing, Github, Unix Operating Systems, Financial Analysis, Business Intelligence..., Interactive Marketing, Email Marketing, Data-driven Marketing, MySQL, Tableau, Business Intelligence..., Business Intelligence, Ruby on Rails, IT Management, Network Architecture
Education
Northwestern University 2014 — 2016
Masters in Product Design and Development Management
University of Illinois at Chicago 2005 — 2009
Bachelors of Science, Economics
London School of Economics and Political Science 2007 — 2008
Study Abroad, Economics
Walter Payton College Prep 2001 — 2005
Kelly Flowers's Morningstar Experience May 2014 - Present
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar October 2013 - May 2014
Morningstar July 2012 - October 2013
Blue Canyon Partners June 2011 - August 2011
Goldman Sachs January 2011 - March 2011
Skills
Morningstar Direct, Fixed Income, Investments, Data Analysis, Morningstar, Corporate Finance, Analytics, Financial Analysis, Equities
Education
Northwestern University 2008 — 2012
Bachelor of Arts, Economics
University School of Nova Southeastern University 2004 — 2008
High School
Morningstar May 2014 - Present
Morningstar October 2013 - May 2014
Morningstar July 2012 - October 2013
Blue Canyon Partners June 2011 - August 2011
Goldman Sachs January 2011 - March 2011
Skills
Morningstar Direct, Fixed Income, Investments, Data Analysis, Morningstar, Corporate Finance, Analytics, Financial Analysis, Equities
Education
Northwestern University 2008 — 2012
Bachelor of Arts, Economics
University School of Nova Southeastern University 2004 — 2008
High School
Peter Zhang's Morningstar Experience April 2010 - December 2010
Job Research Analyst at AQR Capital Management
Industry Financial Services
Experience
J.P. Morgan July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Morningstar April 2010 - December 2010
Skills
Matlab, VBA, Bloomberg, Factset, C++, Java
Education
Northwestern University 2008 — 2012
B.A., Economics and Mathematics
J.P. Morgan July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Morningstar April 2010 - December 2010
Skills
Matlab, VBA, Bloomberg, Factset, C++, Java
Education
Northwestern University 2008 — 2012
B.A., Economics and Mathematics
Nadine Youssef's Morningstar Experience Assistant Account ExecutiveOgilvy Public Relations Worldwide2006 - 2006
Job Director of Media Relations at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. July 2013 - Present
Morningstar Assistant Account ExecutiveOgilvy Public Relations Worldwide2006 - 2006
Skills
Media Relations, Writing & Editing, Editing, Journalism, Strategic Communications, Research, Project Management, Public Speaking, Copy Editing, Press Releases, Corporate Communications, Proofreading, Crisis Communications, Public Relations, Social Media, Internal Communications, Strategic Planning, Editorial, News Writing, Newsletters, Blogging, Web Content, Publications, Storytelling, Newspapers, Content Strategy, Magazines, Copywriting, Publishing, Content Management, AP Style, New Media
Education
Northwestern University 2002 — 2006
BSJ, Journalism and Political Science
Naperville Central
Morningstar, Inc. July 2013 - Present
Morningstar Assistant Account ExecutiveOgilvy Public Relations Worldwide2006 - 2006
Skills
Media Relations, Writing & Editing, Editing, Journalism, Strategic Communications, Research, Project Management, Public Speaking, Copy Editing, Press Releases, Corporate Communications, Proofreading, Crisis Communications, Public Relations, Social Media, Internal Communications, Strategic Planning, Editorial, News Writing, Newsletters, Blogging, Web Content, Publications, Storytelling, Newspapers, Content Strategy, Magazines, Copywriting, Publishing, Content Management, AP Style, New Media
Education
Northwestern University 2002 — 2006
BSJ, Journalism and Political Science
Naperville Central
Bethann Olsavsky's Morningstar Experience November 2006 - August 2008
Job QA Lead at Vodori
Industry
Experience
Vodori October 2013 - Present
Rising Medical Solutions May 2010 - September 2013
ZS Associates September 2008 - May 2010
Morningstar November 2006 - August 2008
Accenture 2004 - 2006
Skills
Quality Assurance, Business Analysis, Microsoft Office, SQL, Process Improvement, Business Process..., Management, Visio
Education
Northwestern University 1999 — 2003
BA, Economics
Vodori October 2013 - Present
Rising Medical Solutions May 2010 - September 2013
ZS Associates September 2008 - May 2010
Morningstar November 2006 - August 2008
Accenture 2004 - 2006
Skills
Quality Assurance, Business Analysis, Microsoft Office, SQL, Process Improvement, Business Process..., Management, Visio
Education
Northwestern University 1999 — 2003
BA, Economics
Vanguard
Franklin Templeton Investments
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments