Morningstar, Inc.
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. Customer service: 1 (312) 384-4000 Headquarters: Chicago, IL CEO: Kunal Kapoor Subsidiaries: PitchBook Data, ByAllAccounts, Inc.,
Morningstar, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morningstar, Inc. Employees
Employee
Years
Job
Industry
Lindsay Horwood Lindsay Horwood's Morningstar, Inc. Experience May 2011 - July 2013
Job Senior Account Manager, Mobile Wallet Advertising at Vibes
Industry Marketing and Advertising
Experience
Vibes July 2015 - Present
Vibes June 2015 - July 2015
Vibes July 2013 - June 2015
Morningstar, Inc. May 2011 - July 2013
Morningstar, Inc. January 2011 - May 2011
Columbia College Chicago AMA May 2010 - May 2011
Northern Michigan University Student Athletic Training Organization April 2006 - April 2008
Skills
Marketing Communications, Networking, Marketing, Social Media Marketing, Social Media, Advertising, Sales, Digital Marketing, Public Relations, CRM, Management, Business Development, Sales Management, Sales Operations, Online Advertising, Mobile Marketing, Account Management, Marketing Strategy, Strategy
Education
Columbia College Chicago 2010 — 2012
Advertising, Marketing Communications
Northern Michigan University 2004 — 2008
Sports Medicine, Athletic Training
Vibes July 2015 - Present
Vibes June 2015 - July 2015
Vibes July 2013 - June 2015
Morningstar, Inc. May 2011 - July 2013
Morningstar, Inc. January 2011 - May 2011
Columbia College Chicago AMA May 2010 - May 2011
Northern Michigan University Student Athletic Training Organization April 2006 - April 2008
Skills
Marketing Communications, Networking, Marketing, Social Media Marketing, Social Media, Advertising, Sales, Digital Marketing, Public Relations, CRM, Management, Business Development, Sales Management, Sales Operations, Online Advertising, Mobile Marketing, Account Management, Marketing Strategy, Strategy
Education
Columbia College Chicago 2010 — 2012
Advertising, Marketing Communications
Northern Michigan University 2004 — 2008
Sports Medicine, Athletic Training
Randy Moll Randy Moll's Morningstar, Inc. Experience October 2007 - January 2013
Job Thought Leader for Better Business Software for the Digital Enterprise
Industry Information Technology and Services
Experience
Pegasystems October 2014 - Present
South Shore Hospital August 2013 - Present
NexJ Systems January 2013 - September 2014
Morningstar Inc. October 2007 - January 2013
Morningstar Inc. April 2002 - September 2007
Destiny WebSolutions 2000 - 2002
Cardinal Health 1998 - 2000
Skills
CRM, Strategic Planning, Sales, Finance, Business, Management, Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Asset Managment, Business Development, Solution Selling, Sales Management, Targeted Account Selling, strategic account..., Healthcare, Healthcare Analytics, Analytics, Salesforce.com, Asset Management, Health Education, Investments, Product Management, Business Analysis, Strategy, Leadership, Healthcare Consulting, Health Insurance, Healthcare Information..., Account Management
Education
University of Illinois at Chicago 1991 — 1992
MBA, Finance and Marketing
Bradley University 1987 — 1991
BS, Finance
Pegasystems October 2014 - Present
South Shore Hospital August 2013 - Present
NexJ Systems January 2013 - September 2014
Morningstar Inc. October 2007 - January 2013
Morningstar Inc. April 2002 - September 2007
Destiny WebSolutions 2000 - 2002
Cardinal Health 1998 - 2000
Skills
CRM, Strategic Planning, Sales, Finance, Business, Management, Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Asset Managment, Business Development, Solution Selling, Sales Management, Targeted Account Selling, strategic account..., Healthcare, Healthcare Analytics, Analytics, Salesforce.com, Asset Management, Health Education, Investments, Product Management, Business Analysis, Strategy, Leadership, Healthcare Consulting, Health Insurance, Healthcare Information..., Account Management
Education
University of Illinois at Chicago 1991 — 1992
MBA, Finance and Marketing
Bradley University 1987 — 1991
BS, Finance
Chad Lowry's Morningstar, Inc. Experience January 2007 - Present
Job Customer Education Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. January 2007 - Present
Morningstar November 2005 - January 2007
Morningstar September 2001 - November 2005
Morningstar October 2000 - September 2001
Boise Cascade Office Products June 1997 - October 2000
Skills
Mutual Funds, Data Analysis, Investments, Asset Allocation, FrameMaker, Customer Service, Portfolio Management, Analysis, Research, Customer Relations, Social Media, Excel, Writing, Editing, Microsoft Office, PowerPoint, Word, Financial Planning, Retirement Planning, Asset Management, Process Improvement, Captivate, RoboHelp, Strategic Financial..., Coaching, 401k, Adobe Acrobat, eLearning, WebEx, Instructional Design, Instructional Technology, Financial Services, Management
Education
Purdue University 2013 — 2015
M.S. Ed., Learning Design and Technology
Loyola University of Chicago 1992 — 1996
B.A., History
Morningstar, Inc. January 2007 - Present
Morningstar November 2005 - January 2007
Morningstar September 2001 - November 2005
Morningstar October 2000 - September 2001
Boise Cascade Office Products June 1997 - October 2000
Skills
Mutual Funds, Data Analysis, Investments, Asset Allocation, FrameMaker, Customer Service, Portfolio Management, Analysis, Research, Customer Relations, Social Media, Excel, Writing, Editing, Microsoft Office, PowerPoint, Word, Financial Planning, Retirement Planning, Asset Management, Process Improvement, Captivate, RoboHelp, Strategic Financial..., Coaching, 401k, Adobe Acrobat, eLearning, WebEx, Instructional Design, Instructional Technology, Financial Services, Management
Education
Purdue University 2013 — 2015
M.S. Ed., Learning Design and Technology
Loyola University of Chicago 1992 — 1996
B.A., History
Arielle Kraff's Morningstar, Inc. Experience June 2014 - Present
Job Morningstar Sales Associate
Industry Financial Services
Experience
Morningstar, Inc. June 2014 - Present
Modern Luxury May 2012 - June 2014
New Orleans Saints Organization January 2012 - May 2012
LUUMENA June 2011 - August 2011
94.7 WLS FM June 2010 - August 2010
William Paid LLC June 2009 - August 2009
Congressman Mark Kirk June 2008 - August 2008
Education
Tulane University 2008 — 2012
BA, Communication, Jewish Studies
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Morningstar, Inc. June 2014 - Present
Modern Luxury May 2012 - June 2014
New Orleans Saints Organization January 2012 - May 2012
LUUMENA June 2011 - August 2011
94.7 WLS FM June 2010 - August 2010
William Paid LLC June 2009 - August 2009
Congressman Mark Kirk June 2008 - August 2008
Education
Tulane University 2008 — 2012
BA, Communication, Jewish Studies
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Richard Hilgert Richard Hilgert's Morningstar, Inc. Experience July 2010 - Present
Job Senior Equity Analyst at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. July 2010 - Present
AFR, LLC November 2008 - July 2010
Roland Berger Strategy Consultants April 2008 - November 2008
Fitch Ratings November 2004 - January 2008
Oppenheimer & Co. October 1997 - October 2004
Stifel Nicolaus April 1995 - October 1997
A.G. Edwards August 1989 - April 1995
American General Finance January 1987 - August 1989
Skills
Investments, Financial Research, Finance, Analysis, Strategy, Financial Advisory, Forecasting, Equity Research, DCF, Equity Valuation, Financial Modeling, Valuation, Equities, Fixed Income, Due Diligence, Competitive Analysis, Credit Analysis, Investment Banking, Automotive, Automotive Forecasting, Industrials, Financial Markets, Mutual Funds, Morningstar Direct, Financial Services, Bonds, Trading, Portfolio Management, Credit, Capital Markets, Asset Management, Asset Allocation, Investment Management, Alternative Investments, Corporate Finance, Investment Strategies, Emerging Markets
Education
Saint Louis University 1993 — 1997
Masters, Finance
Illinois Wesleyan University 1982 — 1986
Bachelors, Business Administration
Morningstar, Inc. July 2010 - Present
AFR, LLC November 2008 - July 2010
Roland Berger Strategy Consultants April 2008 - November 2008
Fitch Ratings November 2004 - January 2008
Oppenheimer & Co. October 1997 - October 2004
Stifel Nicolaus April 1995 - October 1997
A.G. Edwards August 1989 - April 1995
American General Finance January 1987 - August 1989
Skills
Investments, Financial Research, Finance, Analysis, Strategy, Financial Advisory, Forecasting, Equity Research, DCF, Equity Valuation, Financial Modeling, Valuation, Equities, Fixed Income, Due Diligence, Competitive Analysis, Credit Analysis, Investment Banking, Automotive, Automotive Forecasting, Industrials, Financial Markets, Mutual Funds, Morningstar Direct, Financial Services, Bonds, Trading, Portfolio Management, Credit, Capital Markets, Asset Management, Asset Allocation, Investment Management, Alternative Investments, Corporate Finance, Investment Strategies, Emerging Markets
Education
Saint Louis University 1993 — 1997
Masters, Finance
Illinois Wesleyan University 1982 — 1986
Bachelors, Business Administration
Elizabeth McAdams Elizabeth McAdams's Morningstar, Inc. Experience March 2010 - April 2012
Job Program Manager, Global Immigration at Aon plc
Industry Human Resources
Experience
Aon December 2013 - Present
Quarles & Brady LLP May 2012 - December 2013
Morningstar, Inc. March 2010 - April 2012
Fragomen, Del Rey, Bernsen & Loewy LLP July 2003 - March 2010
Skills
Business Immigration, Outbound Visas, Expatriate Management, Vendor Management, International Tax Issues, Global Mobility, Project Management, Research, Team Leadership, Legal Compliance, Training & Development, Client Management, Case Strategy, Budgets, Visas, Immigration Law, Employee Training, Global Assignments, I-9 Compliance, U.S. Immigration, Global Immigration, Global Policy, Vendor Management Skills, Business Visas, H-1B, L-1, I-9 audits, Third Party..., Immigration Policy, Compliance, Government Liason, Cross-cultural, Adjustment Of Status, Talent Acquisition, Green Cards, Legal Assistance, Training, Leadership, Policy, CRM, Strategy, Management, Human Resources
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), History
Aon December 2013 - Present
Quarles & Brady LLP May 2012 - December 2013
Morningstar, Inc. March 2010 - April 2012
Fragomen, Del Rey, Bernsen & Loewy LLP July 2003 - March 2010
Skills
Business Immigration, Outbound Visas, Expatriate Management, Vendor Management, International Tax Issues, Global Mobility, Project Management, Research, Team Leadership, Legal Compliance, Training & Development, Client Management, Case Strategy, Budgets, Visas, Immigration Law, Employee Training, Global Assignments, I-9 Compliance, U.S. Immigration, Global Immigration, Global Policy, Vendor Management Skills, Business Visas, H-1B, L-1, I-9 audits, Third Party..., Immigration Policy, Compliance, Government Liason, Cross-cultural, Adjustment Of Status, Talent Acquisition, Green Cards, Legal Assistance, Training, Leadership, Policy, CRM, Strategy, Management, Human Resources
Education
Loyola University of Chicago
Bachelor of Arts (B.A.), History
Jim Coursey Jim Coursey's Morningstar, Inc. Experience January 1993 - October 1996
Job Chief Information Officer at South Carolina Department of Health and Human Services
Industry Information Technology and Services
Experience
South Carolina Department of Health and Human Services July 2015 - Present
Maryland DHR Innovation Center August 2013 - Present
MAXIMUS May 2012 - July 2013
Policy Studies, Inc. October 2008 - May 2012
Center for the Support of Families September 2007 - September 2008
Center for the Support of Families October 2000 - September 2007
V. Nelson Associates September 1999 - October 2000
Child Welfare Institute March 1998 - September 1999
Morningstar, Inc. January 1993 - October 1996
Skills
Writing, Project Management, Marketing, Program Management, Leadership, CRM, Editing, Public Speaking, Community Outreach, Analysis, Training, Strategic Planning, Proposal Writing, Business Analysis, Business Development, Vendor Management, Thought Leadership, Government, Business Intelligence, Change Management, Enterprise Architecture, IT Strategy, Non-profits, Management, Quality Assurance, Consulting, Management Consulting, Policy, Strategic Communications, Start-ups, Market Research, Nonprofits, Software Documentation, Team Building
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BA, English
South Carolina Department of Health and Human Services July 2015 - Present
Maryland DHR Innovation Center August 2013 - Present
MAXIMUS May 2012 - July 2013
Policy Studies, Inc. October 2008 - May 2012
Center for the Support of Families September 2007 - September 2008
Center for the Support of Families October 2000 - September 2007
V. Nelson Associates September 1999 - October 2000
Child Welfare Institute March 1998 - September 1999
Morningstar, Inc. January 1993 - October 1996
Skills
Writing, Project Management, Marketing, Program Management, Leadership, CRM, Editing, Public Speaking, Community Outreach, Analysis, Training, Strategic Planning, Proposal Writing, Business Analysis, Business Development, Vendor Management, Thought Leadership, Government, Business Intelligence, Change Management, Enterprise Architecture, IT Strategy, Non-profits, Management, Quality Assurance, Consulting, Management Consulting, Policy, Strategic Communications, Start-ups, Market Research, Nonprofits, Software Documentation, Team Building
Education
University of Illinois at Urbana-Champaign 1988 — 1992
BA, English
Bobbie Kelly Bobbie Kelly's Morningstar, Inc. Experience March 2013 - July 2013
Job Individual & Family Services Professional
Industry Individual & Family Services
Experience
Bentonville Public Schools August 2013 - November 2014
Morningstar Inc. March 2013 - July 2013
In Home Private Duty January 2012 - March 2013
Morningstar Inc. October 2010 - April 2011
McIntosh County Schools August 2007 - May 2009
Skills
Microsoft Office, Special Education, Customer Service, Public Speaking, Microsoft Excel, Management, Strategic Planning, Microsoft Word, Leadership, Research, PowerPoint, Social Media
Education
Ashford University 2014 — 2015
Master's Degree, Education with Family and Community Services
Ashford University 2011 — 2014
Bachelor's Degree, Education with Social Science
Bentonville Public Schools August 2013 - November 2014
Morningstar Inc. March 2013 - July 2013
In Home Private Duty January 2012 - March 2013
Morningstar Inc. October 2010 - April 2011
McIntosh County Schools August 2007 - May 2009
Skills
Microsoft Office, Special Education, Customer Service, Public Speaking, Microsoft Excel, Management, Strategic Planning, Microsoft Word, Leadership, Research, PowerPoint, Social Media
Education
Ashford University 2014 — 2015
Master's Degree, Education with Family and Community Services
Ashford University 2011 — 2014
Bachelor's Degree, Education with Social Science
Aleksandra Babinska Aleksandra Babinska's Morningstar, Inc. Experience November 2007 - June 2008
Job Senior Financial Analyst CS&L at Kraft Foods Group
Industry Financial Services
Experience
Kraft Foods Group March 2015 - Present
Kraft Foods Group August 2012 - February 2015
Scotsman Ice Systems July 2011 - August 2012
Kraft Foods Group May 2010 - July 2011
Kraft Foods Group August 2008 - May 2010
Morningstar, Inc. November 2007 - June 2008
DePaul University February 2005 - June 2008
Segall Bryant & Hamill Investment Counsel January 2007 - October 2007
Alliant Credit Union April 2006 - July 2006
Skills
SAP, General Ledger, Reconciliation, Cost Accounting, BlackLine Balance Sheet..., Financial Reporting, Accounting, Financial Analysis, Excel, Forecasting, Access, Word, Microsoft Excel, Essbase, Trade Finance, Fit, Budgets, Business Intelligence, Account Reconciliation, Analysis, Sarbanes-Oxley Act, Microsoft Word, Management
Education
DePaul University 2004 — 2008
BS, Finance, Management
Kraft Foods Group March 2015 - Present
Kraft Foods Group August 2012 - February 2015
Scotsman Ice Systems July 2011 - August 2012
Kraft Foods Group May 2010 - July 2011
Kraft Foods Group August 2008 - May 2010
Morningstar, Inc. November 2007 - June 2008
DePaul University February 2005 - June 2008
Segall Bryant & Hamill Investment Counsel January 2007 - October 2007
Alliant Credit Union April 2006 - July 2006
Skills
SAP, General Ledger, Reconciliation, Cost Accounting, BlackLine Balance Sheet..., Financial Reporting, Accounting, Financial Analysis, Excel, Forecasting, Access, Word, Microsoft Excel, Essbase, Trade Finance, Fit, Budgets, Business Intelligence, Account Reconciliation, Analysis, Sarbanes-Oxley Act, Microsoft Word, Management
Education
DePaul University 2004 — 2008
BS, Finance, Management
Michael Rittmann, CRPC® Michael Rittmann, CRPC®'s Morningstar, Inc. Experience 2001 - 2002
Job Financial/Market Data & Software Consultant; Career Management Consultant with Right Management
Industry Financial Services
Experience
LIPPER, a Thomson Reuters company 2005 - 2013
Market Vision, Inc. 2003 - 2005
Morningstar, Inc. 2001 - 2002
Skills
Mutual Funds, Product Management, ETFs, Maintaining Strong..., Business Development, P & L Ownership, International Business, Securities Market, Product Marketing, Sales Management, Market Data, Strategic Partnerships, Financial Markets, New Business Development, Financial Services, Institutional Business..., Retirement Planning, Wealth Management, Morningstar, Securities, Investments, Analysis, Investment Management, Fixed Income, Capital Markets, Management, Trading Systems, Portfolio Management, Electronic Trading, Leadership, Product Development, Alternative Investments, P&L Management, Equities, Mergers & Acquisitions, Hedge Funds, Trading
Education
American University
Master of Public Administration (MPA), Governmental Management
The George Washington University
Bachelor of Arts (BA), International Relations and Affairs
LIPPER, a Thomson Reuters company 2005 - 2013
Market Vision, Inc. 2003 - 2005
Morningstar, Inc. 2001 - 2002
Skills
Mutual Funds, Product Management, ETFs, Maintaining Strong..., Business Development, P & L Ownership, International Business, Securities Market, Product Marketing, Sales Management, Market Data, Strategic Partnerships, Financial Markets, New Business Development, Financial Services, Institutional Business..., Retirement Planning, Wealth Management, Morningstar, Securities, Investments, Analysis, Investment Management, Fixed Income, Capital Markets, Management, Trading Systems, Portfolio Management, Electronic Trading, Leadership, Product Development, Alternative Investments, P&L Management, Equities, Mergers & Acquisitions, Hedge Funds, Trading
Education
American University
Master of Public Administration (MPA), Governmental Management
The George Washington University
Bachelor of Arts (BA), International Relations and Affairs
Chris Lozier Chris Lozier's Morningstar, Inc. Experience February 2004 - July 2007
Job Finance, Operations, and Data Consultant
Industry Primary/Secondary Education
Experience
Independent June 2014 - Present
Future Is Now February 2013 - May 2014
Civitas Education Partners December 2010 - February 2013
Independent January 2009 - November 2010
PRA Realty (I) Pvt. Ltd. August 2007 - January 2009
Morningstar, Inc. February 2004 - July 2007
US Navy May 1992 - May 1998
Skills
Performance Management, Operations Management, Operating Systems, Data Analysis, Data Management, Strategic Financial..., Financial Modeling, Business Strategy, Non-profit Board..., Valuation, Equities, Due Diligence, Investments, Finance, Venture Capital, Asset Management, Leadership, Strategy, Private Equity, Investment Banking, Program Management, Capital Markets, Mergers & Acquisitions, Investment Strategies, Equity Research
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of Notre Dame 1988 — 1992
BS
Catholic Central
Independent June 2014 - Present
Future Is Now February 2013 - May 2014
Civitas Education Partners December 2010 - February 2013
Independent January 2009 - November 2010
PRA Realty (I) Pvt. Ltd. August 2007 - January 2009
Morningstar, Inc. February 2004 - July 2007
US Navy May 1992 - May 1998
Skills
Performance Management, Operations Management, Operating Systems, Data Analysis, Data Management, Strategic Financial..., Financial Modeling, Business Strategy, Non-profit Board..., Valuation, Equities, Due Diligence, Investments, Finance, Venture Capital, Asset Management, Leadership, Strategy, Private Equity, Investment Banking, Program Management, Capital Markets, Mergers & Acquisitions, Investment Strategies, Equity Research
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of Notre Dame 1988 — 1992
BS
Catholic Central
Subha Nellaiyappan Subha Nellaiyappan's Morningstar, Inc. Experience May 2007 - August 2007
Job Software Engineer 2
Industry Computer Software
Experience
Microsoft March 2013 - Present
Microsoft October 2011 - February 2013
Microsoft July 2008 - September 2011
Office of the Vice Chancellor of Research, University of Illinois at Chicago September 2007 - May 2008
Morningstar Inc May 2007 - August 2007
Department of Disability and Human Development, University of Illinois at Chicago August 2006 - May 2007
Cognizant Technology Solutions,India September 2005 - June 2006
Skills
Software Development, User Experience, Program Management, Human-centered Design, User-centered Design, User Interface Design, Interaction Design, Project Management, Axure RP, Software Engineering, Web Applications, OOP, jQuery, Management, Databases, Web Design, Visual Communication, Usability Testing, Leadership, Color Theory, Typography, Iconography, User Experience Design, Illustrator, Software Design, Product Development, HTML5, JavaScript, User Interaction, Human Computer..., Mobile Web Design, Mobile Interaction..., Mobile Interfaces
Education
University of Washington 2014 — 2015
User Centered Design Certificate, Human Centered Design and Engineering
University of Illinois at Chicago Jun 2008 2006 — 2008
Master of Science, Computer Science
Anna University 2001 — 2005
Bachelor of Engineering, Electronics and Communication
Microsoft March 2013 - Present
Microsoft October 2011 - February 2013
Microsoft July 2008 - September 2011
Office of the Vice Chancellor of Research, University of Illinois at Chicago September 2007 - May 2008
Morningstar Inc May 2007 - August 2007
Department of Disability and Human Development, University of Illinois at Chicago August 2006 - May 2007
Cognizant Technology Solutions,India September 2005 - June 2006
Skills
Software Development, User Experience, Program Management, Human-centered Design, User-centered Design, User Interface Design, Interaction Design, Project Management, Axure RP, Software Engineering, Web Applications, OOP, jQuery, Management, Databases, Web Design, Visual Communication, Usability Testing, Leadership, Color Theory, Typography, Iconography, User Experience Design, Illustrator, Software Design, Product Development, HTML5, JavaScript, User Interaction, Human Computer..., Mobile Web Design, Mobile Interaction..., Mobile Interfaces
Education
University of Washington 2014 — 2015
User Centered Design Certificate, Human Centered Design and Engineering
University of Illinois at Chicago Jun 2008 2006 — 2008
Master of Science, Computer Science
Anna University 2001 — 2005
Bachelor of Engineering, Electronics and Communication
Michael VanDam Michael VanDam's Morningstar, Inc. Experience January 1992 - January 1997
Job Independent Public Relations and Communications Consultant at SelfEmployed
Industry Public Relations and Communications
Experience
Christian Brothers Investment Services May 2005 - November 2013
Dobbins Communications December 2000 - November 2004
Alleghany Funds March 1999 - November 2000
Chicago Board Options Exchange August 1998 - March 1999
Charles Schwab April 1997 - July 1998
Morningstar, Inc January 1992 - January 1997
Skills
Financial Services, Media Relations, Crisis Communications, Public Relations, Marketing Communications, Corporate Communications, Personal Finance, CRM, Integrated Marketing, Newsletters, Leadership, Message Development, Corporate Social..., Crisis Management, Management, Program Management, Press Releases, Strategic Communications, Investments, Strategy, Reputation Management, Mutual Funds, Positioning, Communication Training, Thought Leadership, Internal Communications, Content Development, Speech Writing
Education
Brown University 1985 — 1989
BA, Economics
Christian Brothers Investment Services May 2005 - November 2013
Dobbins Communications December 2000 - November 2004
Alleghany Funds March 1999 - November 2000
Chicago Board Options Exchange August 1998 - March 1999
Charles Schwab April 1997 - July 1998
Morningstar, Inc January 1992 - January 1997
Skills
Financial Services, Media Relations, Crisis Communications, Public Relations, Marketing Communications, Corporate Communications, Personal Finance, CRM, Integrated Marketing, Newsletters, Leadership, Message Development, Corporate Social..., Crisis Management, Management, Program Management, Press Releases, Strategic Communications, Investments, Strategy, Reputation Management, Mutual Funds, Positioning, Communication Training, Thought Leadership, Internal Communications, Content Development, Speech Writing
Education
Brown University 1985 — 1989
BA, Economics
Wiley Green's Morningstar, Inc. Experience July 2014 - May 2015
Job Data Analyst at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
Morningstar, Inc. July 2014 - May 2015
Skills
VBA, SQL, Variable Annuities, Reference Data, Corporate Actions, Mutual Funds, Data Analysis
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts, International Economics, Studio Art
Morningstar May 2015 - Present
Morningstar, Inc. July 2014 - May 2015
Skills
VBA, SQL, Variable Annuities, Reference Data, Corporate Actions, Mutual Funds, Data Analysis
Education
University of Notre Dame 2011 — 2014
Bachelor of Arts, International Economics, Studio Art
Nealkanth Patel's Morningstar, Inc. Experience July 2013 - August 2014
Job Student at DePaul University
Industry Financial Services
Experience
Fitch Ratings June 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - March 2015
Morningstar, Inc. July 2013 - August 2014
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.) in Business, Major in Accountancy and Finance
Fitch Ratings June 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - March 2015
Morningstar, Inc. July 2013 - August 2014
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.) in Business, Major in Accountancy and Finance
Deepti Jain Deepti Jain's Morningstar, Inc. Experience February 2012 - August 2013
Job Software Implementation Expert
Industry Information Technology and Services
Experience
Morningstar October 2014 - Present
Silverline August 2013 - September 2014
Morningstar, Inc. February 2012 - August 2013
Morningstar, Inc. July 2009 - January 2012
Morningstar Investment Services July 2008 - June 2009
Morningstar, Inc. June 2007 - August 2007
ACTED December 2005 - January 2006
ACTED June 2005 - August 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, Corporate Finance, Portfolio Management, Economics, Derivatives, Market Research, Bloomberg, Salesforce.com, MS Project, Visio, QuickBase, Atlassian JIRA, Management, CRM, Forecasting, Finance, Integration, Asset Management, Salesforce.com..., Solutions Design, Salesforce.com..., Wealth Management, Investment Banking, Salesforce.com..., JIRA, Technical Solution...
Education
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Psychology and Spanish
Universidad de Buenos Aires / UBA 2006 — 2006
Spanish Language
International School Manila 1996 — 2004
Morningstar October 2014 - Present
Silverline August 2013 - September 2014
Morningstar, Inc. February 2012 - August 2013
Morningstar, Inc. July 2009 - January 2012
Morningstar Investment Services July 2008 - June 2009
Morningstar, Inc. June 2007 - August 2007
ACTED December 2005 - January 2006
ACTED June 2005 - August 2005
Skills
Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, Corporate Finance, Portfolio Management, Economics, Derivatives, Market Research, Bloomberg, Salesforce.com, MS Project, Visio, QuickBase, Atlassian JIRA, Management, CRM, Forecasting, Finance, Integration, Asset Management, Salesforce.com..., Solutions Design, Salesforce.com..., Wealth Management, Investment Banking, Salesforce.com..., JIRA, Technical Solution...
Education
Wellesley College 2004 — 2008
Bachelor of Arts (BA), Psychology and Spanish
Universidad de Buenos Aires / UBA 2006 — 2006
Spanish Language
International School Manila 1996 — 2004
Lisa McGarrity Lisa McGarrity's Morningstar, Inc. Experience June 2015 - Present
Job Associate General Counsel at Morningstar, Inc.
Industry Law Practice
Experience
Morningstar, Inc. June 2015 - Present
Franczek Radelet P.C. February 1994 - May 2015
Seyfarth Shaw 1990 - 1994
Sidley Austin 1988 - 1990
Skills
Labor and Employment..., Higher Education Law, Higher Education, Public Speaking, Nonprofits, Litigation, Arbitration, Legal Writing, Mediation, Trials, Appeals, Courts
Education
Northwestern University 1985 — 1988
Doctor of Law (J.D.), Law
University of Wisconsin-Madison 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Morningstar, Inc. June 2015 - Present
Franczek Radelet P.C. February 1994 - May 2015
Seyfarth Shaw 1990 - 1994
Sidley Austin 1988 - 1990
Skills
Labor and Employment..., Higher Education Law, Higher Education, Public Speaking, Nonprofits, Litigation, Arbitration, Legal Writing, Mediation, Trials, Appeals, Courts
Education
Northwestern University 1985 — 1988
Doctor of Law (J.D.), Law
University of Wisconsin-Madison 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Tony Roberts, CFA Tony Roberts, CFA's Morningstar, Inc. Experience August 2004 - August 2006
Job Managing Director and Senior Portfolio Manager at RiverPoint Capital Management, Inc.
Industry Investment Management
Experience
RiverPoint Capital Management, Inc. October 2012 - Present
RiverPoint Capital Management, Inc. June 2011 - October 2012
Hilliard Lyons Capital Management, LLC March 2009 - May 2011
Fifth Third Bank August 2006 - March 2009
Morningstar, Inc. August 2004 - August 2006
Accenture August 1998 - August 2004
Skills
Investment Management, Portfolio Management, Investment Strategies, Investments, Financial Modeling, Valuation, Asset Allocation, Asset Managment, Retirement Planning, Financial Advisory, Pensions, High Net Worth..., Financial Services, Equity Research, Alternative Investments
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance & Accounting
Miami University 1994 — 1998
BS, Business Administration and Management, General
RiverPoint Capital Management, Inc. October 2012 - Present
RiverPoint Capital Management, Inc. June 2011 - October 2012
Hilliard Lyons Capital Management, LLC March 2009 - May 2011
Fifth Third Bank August 2006 - March 2009
Morningstar, Inc. August 2004 - August 2006
Accenture August 1998 - August 2004
Skills
Investment Management, Portfolio Management, Investment Strategies, Investments, Financial Modeling, Valuation, Asset Allocation, Asset Managment, Retirement Planning, Financial Advisory, Pensions, High Net Worth..., Financial Services, Equity Research, Alternative Investments
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance & Accounting
Miami University 1994 — 1998
BS, Business Administration and Management, General
Daniel Scharff's Morningstar, Inc. Experience August 2004 - April 2006
Job Senior Manager, Pricing and Trade Promotions at Mars Chocolate
Industry Consumer Goods
Experience
Mars Chocolate April 2013 - Present
Deloitte Consulting January 2012 - April 2013
Deloitte Consulting 2010 - January 2012
Archstone Consulting June 2008 - August 2008
Morningstar April 2006 - April 2007
Morningstar, Inc. August 2004 - April 2006
Sunsol 2002 - 2002
Skills
Brazilian Portuguese, Spanish, Management Consulting, Mergers, Strategy, Business Strategy, Entrepreneurship, Emerging Markets, Competitive Analysis, Business Planning, Market Research, Restructuring, Market Analysis, Consulting, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Financial Analysis, Analytics, Strategic Consulting, Management
Education
University of Pennsylvania - The Lauder Institute 2007 — 2009
MA, International Studies - Latin America Focus
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Strategic Management
Kenyon College 2000 — 2004
B.A., Psychology
St. Albans High School 1997 — 2000
HS
Mars Chocolate April 2013 - Present
Deloitte Consulting January 2012 - April 2013
Deloitte Consulting 2010 - January 2012
Archstone Consulting June 2008 - August 2008
Morningstar April 2006 - April 2007
Morningstar, Inc. August 2004 - April 2006
Sunsol 2002 - 2002
Skills
Brazilian Portuguese, Spanish, Management Consulting, Mergers, Strategy, Business Strategy, Entrepreneurship, Emerging Markets, Competitive Analysis, Business Planning, Market Research, Restructuring, Market Analysis, Consulting, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Financial Analysis, Analytics, Strategic Consulting, Management
Education
University of Pennsylvania - The Lauder Institute 2007 — 2009
MA, International Studies - Latin America Focus
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Strategic Management
Kenyon College 2000 — 2004
B.A., Psychology
St. Albans High School 1997 — 2000
HS
Vince Klos, CFA's Morningstar, Inc. Experience September 2007 - December 2008
Job Key Account and Product Manager at Morningstar Investment Management
Industry Financial Services
Experience
Morningstar Investment Management December 2014 - Present
Morningstar Investment Management April 2011 - November 2014
Morningstar Associates, LLC December 2008 - March 2011
Morningstar, Inc. September 2007 - December 2008
Jacobs High School August 2005 - June 2007
Skills
Mutual Funds, Investments, Asset Allocation, Financial Analysis, Asset Managment, Fixed Income, Portfolio Management, Equities, Corporate Finance, Microsoft Excel, Performance Attribution, SQL, Morningstar Direct, ETFs, Closed-end Funds, Report Writing, Client Presentation, Client Development, Contract Negotiation, Asset Management, Alternative Investments, Finance, Financial Services, Financial Modeling, Investment Management, Analysis, Hedge Funds
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance, Economics, Accounting, and General Management
University of Illinois at Urbana-Champaign 2001 — 2005
BA, English
Morningstar Investment Management December 2014 - Present
Morningstar Investment Management April 2011 - November 2014
Morningstar Associates, LLC December 2008 - March 2011
Morningstar, Inc. September 2007 - December 2008
Jacobs High School August 2005 - June 2007
Skills
Mutual Funds, Investments, Asset Allocation, Financial Analysis, Asset Managment, Fixed Income, Portfolio Management, Equities, Corporate Finance, Microsoft Excel, Performance Attribution, SQL, Morningstar Direct, ETFs, Closed-end Funds, Report Writing, Client Presentation, Client Development, Contract Negotiation, Asset Management, Alternative Investments, Finance, Financial Services, Financial Modeling, Investment Management, Analysis, Hedge Funds
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance, Economics, Accounting, and General Management
University of Illinois at Urbana-Champaign 2001 — 2005
BA, English
Ramesh Poola, Ph.D., CFA Ramesh Poola, Ph.D., CFA's Morningstar, Inc. Experience June 2006 - November 2007
Job Investment Research Professional
Industry Financial Services
Experience
IRON Financial LLC November 2009 - Present
Koch Quantitative Trading, LLC (Koch Industries) November 2007 - November 2008
Morningstar, Inc. June 2006 - November 2007
General Motors Corporation May 2000 - May 2006
Argonne National Laboratory May 1994 - June 2000
Skills
Trading, Portfolio Management, Equities, Quantitative Finance, Financial Modeling, Alternative Investments, Equity Research, Research, Risk Management, Equity Valuation, Investment Strategies, Valuation, Asset Managment, Commodity
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, Analytic Finance & Accounting
Indian Institute of Technology, Madras 1989 — 1993
Ph.D., Mechanical Engineering
Anna University 1987 — 1989
ME, Automobile Engineering
Sri Venkateswara University 1983 — 1987
B.Tech, Mechanical Engineering
IRON Financial LLC November 2009 - Present
Koch Quantitative Trading, LLC (Koch Industries) November 2007 - November 2008
Morningstar, Inc. June 2006 - November 2007
General Motors Corporation May 2000 - May 2006
Argonne National Laboratory May 1994 - June 2000
Skills
Trading, Portfolio Management, Equities, Quantitative Finance, Financial Modeling, Alternative Investments, Equity Research, Research, Risk Management, Equity Valuation, Investment Strategies, Valuation, Asset Managment, Commodity
Education
The University of Chicago - Booth School of Business 2003 — 2006
MBA with Honors, Analytic Finance & Accounting
Indian Institute of Technology, Madras 1989 — 1993
Ph.D., Mechanical Engineering
Anna University 1987 — 1989
ME, Automobile Engineering
Sri Venkateswara University 1983 — 1987
B.Tech, Mechanical Engineering
Margaret Kirch Cohen Margaret Kirch Cohen's Morningstar, Inc. Experience October 2000 - Present
Job Head of Corporate Communications at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. October 2000 - Present
360° Communications 1995 - 1997
Mellon Financial Corporation 1993 - 1995
Skills
Media Relations, Investor Relations, Corporate Communications, Business Strategy, Financial Services
Education
Northern Arizona University
Bachelor's, Journalism
Morningstar, Inc. October 2000 - Present
360° Communications 1995 - 1997
Mellon Financial Corporation 1993 - 1995
Skills
Media Relations, Investor Relations, Corporate Communications, Business Strategy, Financial Services
Education
Northern Arizona University
Bachelor's, Journalism
Kimberly Crupi Dobbins Kimberly Crupi Dobbins's Morningstar, Inc. Experience April 2003 - March 2011
Job Founder and Chief Square at SIMPLE SQUARES
Industry Food & Beverages
Experience
SIMPLE SQUARES 2011 - Present
MORNINGSTAR, INC. April 2003 - March 2011
GOLDMAN SACHS & CO. December 1998 - April 2003
Ropes & Gray LLP 1994 - 1998
Skills
Start-ups, Financial Services, Business Development, Strategic Planning, Investment Banking, Recruiting, Marketing, Direct Marketing, Mergers & Acquisitions, Strategy, Management Consulting, Portfolio Management, Financial Modeling, Competitive Analysis, Business Strategy, Vendor Management, Investments, Morningstar Direct, Entrepreneurship, Finance, Executive Management, Talent Acquisition, Financial Analysis, Analytics, Business Planning, Market Research, Strategic Partnerships
Education
Boston College
Masters
Institute of Integrative Nutrition and Columbia University
HHC, AADP
Ramapo High School
Wake Forest University
Bachelors
SIMPLE SQUARES 2011 - Present
MORNINGSTAR, INC. April 2003 - March 2011
GOLDMAN SACHS & CO. December 1998 - April 2003
Ropes & Gray LLP 1994 - 1998
Skills
Start-ups, Financial Services, Business Development, Strategic Planning, Investment Banking, Recruiting, Marketing, Direct Marketing, Mergers & Acquisitions, Strategy, Management Consulting, Portfolio Management, Financial Modeling, Competitive Analysis, Business Strategy, Vendor Management, Investments, Morningstar Direct, Entrepreneurship, Finance, Executive Management, Talent Acquisition, Financial Analysis, Analytics, Business Planning, Market Research, Strategic Partnerships
Education
Boston College
Masters
Institute of Integrative Nutrition and Columbia University
HHC, AADP
Ramapo High School
Wake Forest University
Bachelors
Christina Chiovari Christina Chiovari's Morningstar, Inc. Experience 2002 - 2004
Job Founder of C.C. Real Estate
Industry Real Estate
Experience
C.C. Real Estate 2011 - Present
Willis Allen Real Estate 2012 - January 2014
CheckFree 2004 - 2008
Morningstar, Inc. 2002 - 2004
Harris Associates/Oakmark Funds 2001 - 2002
Skills
Sellers, Product Marketing, Luxury, Sales, Selling, Investment Properties, Investments, Brokerage, New Business Development, Sales Management, Strategic Planning, Real Estate Economics, Account Management, Contract Negotiation, Marketing, Investors, Real Estate Transactions, Commercial Real Estate, Asset Management, Real Estate Development, International Real..., Real Estate, Referrals, REO
Education
San Diego State University-California State University
C.C. Real Estate 2011 - Present
Willis Allen Real Estate 2012 - January 2014
CheckFree 2004 - 2008
Morningstar, Inc. 2002 - 2004
Harris Associates/Oakmark Funds 2001 - 2002
Skills
Sellers, Product Marketing, Luxury, Sales, Selling, Investment Properties, Investments, Brokerage, New Business Development, Sales Management, Strategic Planning, Real Estate Economics, Account Management, Contract Negotiation, Marketing, Investors, Real Estate Transactions, Commercial Real Estate, Asset Management, Real Estate Development, International Real..., Real Estate, Referrals, REO
Education
San Diego State University-California State University
Charles Fishman, CFA Charles Fishman, CFA's Morningstar, Inc. Experience February 2012 - Present
Job Equity Analyst at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc. February 2012 - Present
Webster University January 2012 - Present
Pritchard Capital Partners January 2010 - March 2011
Piper Jaffray December 2007 - September 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Trigen Energy Corporation 1996 - 1997
Trigen Energy Corp. (acquired Catalyst Thermal Energy in 1993) 1993 - 1995
Catalyst Thermal Energy Corp and United Thermal Corp. 1988 - 1993
Catalyst Thermal Energy Corp. 1985 - 1988
Education
University of Chicago
MBA, Finance and Accounting
University of California, Berkeley
MS, Geotechnical Engineering
Purdue University
BSCE, Civil Engineering
Morningstar, Inc. February 2012 - Present
Webster University January 2012 - Present
Pritchard Capital Partners January 2010 - March 2011
Piper Jaffray December 2007 - September 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Trigen Energy Corporation 1996 - 1997
Trigen Energy Corp. (acquired Catalyst Thermal Energy in 1993) 1993 - 1995
Catalyst Thermal Energy Corp and United Thermal Corp. 1988 - 1993
Catalyst Thermal Energy Corp. 1985 - 1988
Education
University of Chicago
MBA, Finance and Accounting
University of California, Berkeley
MS, Geotechnical Engineering
Purdue University
BSCE, Civil Engineering
Larry Banda Larry Banda's Morningstar, Inc. Experience December 2009 - May 2011
Job Attorney at Envestnet, Inc.
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments, Inc. December 2011 - September 2014
Morningstar, Inc. December 2009 - May 2011
Kraft Foods June 2009 - August 2009
Moody's Analytics June 2005 - July 2008
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Law
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Finance
Envestnet, Inc October 2014 - Present
Placemark Investments, Inc. December 2011 - September 2014
Morningstar, Inc. December 2009 - May 2011
Kraft Foods June 2009 - August 2009
Moody's Analytics June 2005 - July 2008
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Law
University of Notre Dame - Mendoza College of Business 2001 — 2005
B.B.A., Finance
Jody Lakota's Morningstar, Inc. Experience September 2000 - April 2003
Job
Industry Marketing and Advertising
Experience
McGladrey LLP September 2008 - Present
Van Kampen Investments (Morgan Stanley Investment Management) May 2006 - February 2008
Calamos Investments April 2003 - April 2006
Morningstar, Inc. September 2000 - April 2003
DigitalWork.com October 1999 - July 2000
PLATINUM technology, Inc. (Computer Associates) July 1995 - July 1999
Skills
Market Research, Advertising, Art Direction, Procurement, Financial Services, Marketing Strategy, Marketing Communications, Marketing, Mutual Funds, Strategic Planning, Email Marketing, Relationship Management, Business Development, Asset Managment, CRM, Direct Marketing, Strategy, Integrated Marketing, Private Equity, Private Events, Social Media Marketing, Web Content, Conference Production, Project Planning, Event Planning, Marketing Management
Education
Drake University 1990 — 1994
BSBA
McGladrey LLP September 2008 - Present
Van Kampen Investments (Morgan Stanley Investment Management) May 2006 - February 2008
Calamos Investments April 2003 - April 2006
Morningstar, Inc. September 2000 - April 2003
DigitalWork.com October 1999 - July 2000
PLATINUM technology, Inc. (Computer Associates) July 1995 - July 1999
Skills
Market Research, Advertising, Art Direction, Procurement, Financial Services, Marketing Strategy, Marketing Communications, Marketing, Mutual Funds, Strategic Planning, Email Marketing, Relationship Management, Business Development, Asset Managment, CRM, Direct Marketing, Strategy, Integrated Marketing, Private Equity, Private Events, Social Media Marketing, Web Content, Conference Production, Project Planning, Event Planning, Marketing Management
Education
Drake University 1990 — 1994
BSBA
Chris DeMale, CFA's Morningstar, Inc. Experience 2010 - 2015
Job Vice President at NFP Retirement
Industry Financial Services
Experience
NFP Retirement 2015 - Present
Morningstar, Inc. 2010 - 2015
John Hancock Retirement Plans 2008 - June 2010
Calamos Investments 2006 - 2008
Deutsche Bank 2003 - 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Securities, Hedge Funds, Asset Managment, Investments, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Retirement, Finance, Pensions, 401k, Retirement Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Masters, Business Administration
Vanderbilt University 1999 — 2003
Bachelors, English & Economics
NFP Retirement 2015 - Present
Morningstar, Inc. 2010 - 2015
John Hancock Retirement Plans 2008 - June 2010
Calamos Investments 2006 - 2008
Deutsche Bank 2003 - 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Securities, Hedge Funds, Asset Managment, Investments, Investment Advisory, Asset Management, Financial Advisory, Financial Services, Retirement, Finance, Pensions, 401k, Retirement Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Masters, Business Administration
Vanderbilt University 1999 — 2003
Bachelors, English & Economics
Matt Martuzzo Matt Martuzzo's Morningstar, Inc. Experience October 2011 - Present
Job Software Developer at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. October 2011 - Present
College Works Painting 2003 - 2004
College Works Painting 2003 - 2004
College Works Painting 2003 - 2004
Skills
C#, Java, Software Development, C++, Agile Methodologies, SQL, Python, Perl, .NET, XML, JavaScript, Web Services
Education
University of Illinois at Urbana-Champaign 2003 — 2009
Bachelor of Science (BS), Computer Engineering
Morningstar, Inc. October 2011 - Present
College Works Painting 2003 - 2004
College Works Painting 2003 - 2004
College Works Painting 2003 - 2004
Skills
C#, Java, Software Development, C++, Agile Methodologies, SQL, Python, Perl, .NET, XML, JavaScript, Web Services
Education
University of Illinois at Urbana-Champaign 2003 — 2009
Bachelor of Science (BS), Computer Engineering
Bryan McCutcheon Bryan McCutcheon's Morningstar, Inc. Experience February 2007 - August 2007
Job Associate, Gibson Dunn & Crutcher
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP May 2010 - July 2010
Rothgerber Johnson & Lyons LLP June 2009 - August 2009
Morningstar, Inc. February 2007 - August 2007
Skills
IPO, Legal Writing, Legal Research, Mergers & Acquisitions, Research, Litigation, Corporate Governance, Financial Analysis, Securities, Private Equity, Equities
Education
University of Colorado School of Law 2008 — 2011
J.D.
Loyola University Chicago 2004 — 2008
B.A., English and Economics
Gibson, Dunn & Crutcher LLP May 2010 - July 2010
Rothgerber Johnson & Lyons LLP June 2009 - August 2009
Morningstar, Inc. February 2007 - August 2007
Skills
IPO, Legal Writing, Legal Research, Mergers & Acquisitions, Research, Litigation, Corporate Governance, Financial Analysis, Securities, Private Equity, Equities
Education
University of Colorado School of Law 2008 — 2011
J.D.
Loyola University Chicago 2004 — 2008
B.A., English and Economics
Danielle (Kemmer) Jamil Danielle (Kemmer) Jamil's Morningstar, Inc. Experience June 1997 - February 2006
Job Senior Manager, RM Strategy at AbelsonTaylor
Industry Marketing and Advertising
Experience
AbelsonTaylor September 2013 - Present
Abelson-Taylor February 2012 - September 2013
Abelson-Taylor August 2011 - October 2011
Siren Interactive September 2009 - April 2011
Siren Interactive July 2009 - September 2009
MarketSense September 2007 - January 2009
Thomas, Townsend & Kent February 2006 - January 2007
Morningstar, Inc. June 1997 - February 2006
Skills
Product Marketing, Email Marketing, Web Analytics, Marketing Strategy, Lead Generation, Marketing Communications, Integrated Marketing, SEO, B2B, CRM, Advertising
Education
Northwestern University 2003 — 2005
MSC, Communications
Drake University 1990 — 1994
Bachelor, Business, Theatre
LPHS
AbelsonTaylor September 2013 - Present
Abelson-Taylor February 2012 - September 2013
Abelson-Taylor August 2011 - October 2011
Siren Interactive September 2009 - April 2011
Siren Interactive July 2009 - September 2009
MarketSense September 2007 - January 2009
Thomas, Townsend & Kent February 2006 - January 2007
Morningstar, Inc. June 1997 - February 2006
Skills
Product Marketing, Email Marketing, Web Analytics, Marketing Strategy, Lead Generation, Marketing Communications, Integrated Marketing, SEO, B2B, CRM, Advertising
Education
Northwestern University 2003 — 2005
MSC, Communications
Drake University 1990 — 1994
Bachelor, Business, Theatre
LPHS
Erik Kobayashi-Solomon Erik Kobayashi-Solomon's Morningstar, Inc. Experience December 2006 - October 2008
Job Intelligent Option Investor, Forbes Contributor
Industry Capital Markets
Experience
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
John Babirak John Babirak's Morningstar, Inc. Experience February 2006 - Present
Job Corporate FP&A Director at Morningstar
Industry Financial Services
Experience
Morningstar, Inc. February 2006 - Present
Morningstar, Inc. March 2003 - January 2006
McCook Metals, LLC June 1999 - February 2003
Technology Solutions Company March 1998 - May 1999
Grayhill November 1995 - March 1998
Quaker Oats July 1994 - November 1995
Quaker Oats August 1989 - July 1994
Arthur Andersen and Co July 1987 - July 1989
Skills
Accounting, Strategic Financial..., Strategic Planning, Leadership, Financial Analysis, Acquisition Analysis, Controller, MBA Finance, Financial Planning, Financial Modeling, Financial Management, Business Valuation, Corporate Finance, Finance, Financial Reporting, Forecasting, Analysis, Mergers, Strategy, Managerial Finance, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
The Executive Program for Prospective CFOs
The University of Chicago - Booth School of Business 1990 — 1994
MBA, Finance & Business Policy
DePaul University 1983 — 1987
BS, Accounting, High Honors
Morningstar, Inc. February 2006 - Present
Morningstar, Inc. March 2003 - January 2006
McCook Metals, LLC June 1999 - February 2003
Technology Solutions Company March 1998 - May 1999
Grayhill November 1995 - March 1998
Quaker Oats July 1994 - November 1995
Quaker Oats August 1989 - July 1994
Arthur Andersen and Co July 1987 - July 1989
Skills
Accounting, Strategic Financial..., Strategic Planning, Leadership, Financial Analysis, Acquisition Analysis, Controller, MBA Finance, Financial Planning, Financial Modeling, Financial Management, Business Valuation, Corporate Finance, Finance, Financial Reporting, Forecasting, Analysis, Mergers, Strategy, Managerial Finance, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
The Executive Program for Prospective CFOs
The University of Chicago - Booth School of Business 1990 — 1994
MBA, Finance & Business Policy
DePaul University 1983 — 1987
BS, Accounting, High Honors
RJ Towner's Morningstar, Inc. Experience August 2010 - June 2011
Job Senior Financial Analyst at Baxter
Industry Financial Services
Experience
Baxter International Inc. September 2014 - Present
Valuentum Securities Inc. May 2012 - November 2013
Morningstar August 2011 - May 2012
Morningstar, Inc August 2010 - June 2011
Clear Financial Group June 2010 - August 2010
Dr. Antonio Morales-Pita January 2009 - April 2009
Marathon Oil Company April 2004 - August 2008
Skills
Valuation, Investments, Portfolio Management, Research, Equity Research, Financial Modeling, Economics, Equities, Financial Analysis, Asset Management, Microsoft Excel, Bodybuilding, Weight Gain, Forecasting, Bloomberg, Value Investing, Finance, Mutual Funds, Excel, SEO, Management, Protein Chemistry, Entrepreneurship, Statistics, Search Engine..., Morningstar, Powerlifting, Olympic Lifting, Splits, Extensions, Ankle, Protein Crystallization, Towers, Protein Purification, Strip Malls
Education
DePaul University 2007 — 2011
Bachelor, Economics
Stevenson
Baxter International Inc. September 2014 - Present
Valuentum Securities Inc. May 2012 - November 2013
Morningstar August 2011 - May 2012
Morningstar, Inc August 2010 - June 2011
Clear Financial Group June 2010 - August 2010
Dr. Antonio Morales-Pita January 2009 - April 2009
Marathon Oil Company April 2004 - August 2008
Skills
Valuation, Investments, Portfolio Management, Research, Equity Research, Financial Modeling, Economics, Equities, Financial Analysis, Asset Management, Microsoft Excel, Bodybuilding, Weight Gain, Forecasting, Bloomberg, Value Investing, Finance, Mutual Funds, Excel, SEO, Management, Protein Chemistry, Entrepreneurship, Statistics, Search Engine..., Morningstar, Powerlifting, Olympic Lifting, Splits, Extensions, Ankle, Protein Crystallization, Towers, Protein Purification, Strip Malls
Education
DePaul University 2007 — 2011
Bachelor, Economics
Stevenson
Daniel Melcher Daniel Melcher's Morningstar, Inc. Experience October 1996 - September 1999
Job Sr. RIA Architect at Actuate Corporation
Industry Computer Software
Experience
Actuate Corporation September 1999 - Present
Morningstar, Inc. October 1996 - September 1999
Investortools, Inc. February 1992 - October 1996
LTV Aerospace & Defense February 1986 - January 1992
Skills
Big Data, Web Applications, Software Development, Cloud Computing, SaaS, SQL, Business Intelligence, SOA, Data Warehousing, Enterprise Software, Solution Selling, Product Management, Pre-sales, Actuate Report, Java, Data Integration, Go-to-market Strategy, BIRT, Open Source, Databases, Professional Services, Integration, Sales Enablement, Dashboard, Agile Methodologies, Solution Architecture, Java Enterprise Edition, Enterprise Architecture, Eclipse
Education
Northern Illinois University
Masters of Science, Computer Science
Northern Illinois University 1981 — 1985
Bachelor of Science, Numerical Control Engineering
Actuate Corporation September 1999 - Present
Morningstar, Inc. October 1996 - September 1999
Investortools, Inc. February 1992 - October 1996
LTV Aerospace & Defense February 1986 - January 1992
Skills
Big Data, Web Applications, Software Development, Cloud Computing, SaaS, SQL, Business Intelligence, SOA, Data Warehousing, Enterprise Software, Solution Selling, Product Management, Pre-sales, Actuate Report, Java, Data Integration, Go-to-market Strategy, BIRT, Open Source, Databases, Professional Services, Integration, Sales Enablement, Dashboard, Agile Methodologies, Solution Architecture, Java Enterprise Edition, Enterprise Architecture, Eclipse
Education
Northern Illinois University
Masters of Science, Computer Science
Northern Illinois University 1981 — 1985
Bachelor of Science, Numerical Control Engineering
Meredith Payne Meredith Payne's Morningstar, Inc. Experience May 1998 - November 2006
Job Sr. Manager, User Experience Manifest Digital
Industry Information Technology and Services
Experience
Manifest Digital November 2006 - Present
Morningstar, Inc. May 1998 - November 2006
Morningstar, Inc. January 1998 - May 1998
Morningstar, Inc. January 1996 - January 1998
University of Chicago January 1995 - September 1995
Skills
User Interface Design, User Experience, User Research, Usability Testing, Remote User Testing, Card Sorting, Persona Creation, User Scenarios, Task Analysis, Information Architecture, Wireframes, Lo-fi and Hi-fi..., Contextual Interviews, Field Research, User Journeys, Heuristic Evaluation, Competitive Analysis, Interaction Design, Requirements Gathering, Agile Methodologies, Visio, Axure, Usability, Site Maps, Interactive Marketing, Web Applications, Axure RP, User-centered Design
Education
DePaul University 2000 — 2005
M.S., Human-Computer Interaction
University of Chicago Graham School of General Studies 1997 — 1998
Certificate, Publishing Program
The University of Chicago 1991 — 1995
B.A., Psychology
Manifest Digital November 2006 - Present
Morningstar, Inc. May 1998 - November 2006
Morningstar, Inc. January 1998 - May 1998
Morningstar, Inc. January 1996 - January 1998
University of Chicago January 1995 - September 1995
Skills
User Interface Design, User Experience, User Research, Usability Testing, Remote User Testing, Card Sorting, Persona Creation, User Scenarios, Task Analysis, Information Architecture, Wireframes, Lo-fi and Hi-fi..., Contextual Interviews, Field Research, User Journeys, Heuristic Evaluation, Competitive Analysis, Interaction Design, Requirements Gathering, Agile Methodologies, Visio, Axure, Usability, Site Maps, Interactive Marketing, Web Applications, Axure RP, User-centered Design
Education
DePaul University 2000 — 2005
M.S., Human-Computer Interaction
University of Chicago Graham School of General Studies 1997 — 1998
Certificate, Publishing Program
The University of Chicago 1991 — 1995
B.A., Psychology
Christine Benz's Morningstar, Inc. Experience March 2008 - Present
Job Director of Personal Finance at Morningstar
Industry Publishing
Experience
Morningstar, Inc. March 2008 - Present
Morningstar, Inc. February 2006 - March 2008
Education
University of Illinois at Urbana-Champaign
BA, Political Science, Russian and East European Studies
Morningstar, Inc. March 2008 - Present
Morningstar, Inc. February 2006 - March 2008
Education
University of Illinois at Urbana-Champaign
BA, Political Science, Russian and East European Studies
James Brendel James Brendel's Morningstar, Inc. Experience January 2011 - July 2013
Job Product Manager, Portfolio Accounting & Management
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar, Inc January 2011 - July 2013
Morningstar, Inc. July 2007 - January 2011
University of Illinois at Chicago 2006 - December 2008
Northern Trust Company November 2006 - June 2007
Northern Trust 2004 - 2007
Northern Trust Bank February 2005 - October 2006
U.S. Army November 1996 - September 2004
Risetime 2004 - 2004
Risetime 2004 - 2004
Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management
Education
University of Illinois at Chicago 2005 — 2008
MBA
Southern Illinois University, Carbondale 1988 — 1992
B.S.
Morningstar July 2013 - Present
Morningstar, Inc January 2011 - July 2013
Morningstar, Inc. July 2007 - January 2011
University of Illinois at Chicago 2006 - December 2008
Northern Trust Company November 2006 - June 2007
Northern Trust 2004 - 2007
Northern Trust Bank February 2005 - October 2006
U.S. Army November 1996 - September 2004
Risetime 2004 - 2004
Risetime 2004 - 2004
Skills
Investments, Financial Planning, Forecasting, Business Analysis, Process Improvement, Financial Forecasting, Business Process Analyst, Agile Project Management, Lean Sigma, Strategic Financial..., Morningstar Direct, Six Sigma, Strategy, Financial Modeling, Business Development, Tax-advantaged..., Mutual Funds, Asset Management, Marketing Strategy, Asset Allocation, Product Management, Investment Management, Integration, Business Process, Financial Services, Team Management, Management, Banking, Portfolio Management, Risk Management, Relationship Management
Education
University of Illinois at Chicago 2005 — 2008
MBA
Southern Illinois University, Carbondale 1988 — 1992
B.S.
Anny K. Chou Anny K. Chou's Morningstar, Inc. Experience July 2009 - January 2011
Job Nonprofit Executive Search
Industry Staffing and Recruiting
Experience
Koya Leadership Partners September 2015 - Present
Clayton Christensen Institute October 2014 - June 2015
Isaacson, Miller February 2015 - May 2015
Education Pioneers June 2014 - May 2015
Intrinsic Schools June 2014 - August 2014
GCE Lab School January 2013 - June 2014
Taproot Foundation April 2012 - April 2013
TOCA March 2011 - December 2012
Morningstar, Inc. July 2009 - January 2011
Carleton College June 2008 - March 2009
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Strategic Management, Managerial and Organizational Behavior
Harvard University 2014 — 2015
Master of Education (M.Ed.), Technology, Innovation, and Education
Carleton College
B.A., Economics, Magna Cum Laude
Koya Leadership Partners September 2015 - Present
Clayton Christensen Institute October 2014 - June 2015
Isaacson, Miller February 2015 - May 2015
Education Pioneers June 2014 - May 2015
Intrinsic Schools June 2014 - August 2014
GCE Lab School January 2013 - June 2014
Taproot Foundation April 2012 - April 2013
TOCA March 2011 - December 2012
Morningstar, Inc. July 2009 - January 2011
Carleton College June 2008 - March 2009
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship, Strategic Management, Managerial and Organizational Behavior
Harvard University 2014 — 2015
Master of Education (M.Ed.), Technology, Innovation, and Education
Carleton College
B.A., Economics, Magna Cum Laude
James Jeffries, PhD James Jeffries, PhD's Morningstar, Inc. Experience September 2004 - July 2006
Job Pursues bold ideas in higher education and career development
Industry Higher Education
Experience
Bard College at Simon's Rock July 2014 - Present
Exaption March 2012 - Present
ChaseFuture October 2014 - Present
Wabash College July 2011 - June 2014
Wabash College January 2013 - May 2014
University of Illinois at Urbana-Champaign 2006 - 2011
Morningstar, Inc. September 2004 - July 2006
Roachdale Building Supplies May 1996 - September 2003
Skills
Higher Education, Editing, Research, Career Counseling, Leadership, Staff Development, Public Speaking, Event Planning, Blogging, Community Outreach, Teaching, Counseling, Critical Thinking, Career Development, Presenter, Training, Analysis, Microsoft Excel, Interviews, Entrepreneurship, Writing, University Teaching, Business Ethics, Program Management, Web Development, HTML, JavaScript, MongoDB, CSS, Bootstrap, Moodle, WordPress, Unity3D
Education
University of Chicago 2001 — 2005
BA, Philosophy, 3.42
University of Illinois at Urbana-Champaign 2006 — 2014
Doctor of Philosophy (PhD), Philosophy, 3.92
Bard College at Simon's Rock July 2014 - Present
Exaption March 2012 - Present
ChaseFuture October 2014 - Present
Wabash College July 2011 - June 2014
Wabash College January 2013 - May 2014
University of Illinois at Urbana-Champaign 2006 - 2011
Morningstar, Inc. September 2004 - July 2006
Roachdale Building Supplies May 1996 - September 2003
Skills
Higher Education, Editing, Research, Career Counseling, Leadership, Staff Development, Public Speaking, Event Planning, Blogging, Community Outreach, Teaching, Counseling, Critical Thinking, Career Development, Presenter, Training, Analysis, Microsoft Excel, Interviews, Entrepreneurship, Writing, University Teaching, Business Ethics, Program Management, Web Development, HTML, JavaScript, MongoDB, CSS, Bootstrap, Moodle, WordPress, Unity3D
Education
University of Chicago 2001 — 2005
BA, Philosophy, 3.42
University of Illinois at Urbana-Champaign 2006 — 2014
Doctor of Philosophy (PhD), Philosophy, 3.92
Andrew Chace Andrew Chace's Morningstar, Inc. Experience June 2011 - June 2012
Job Operations Specialist at Baystate Wealth Management
Industry Investment Management
Experience
Baystate Wealth Management December 2013 - Present
M.D. Stetson Company July 2012 - December 2013
Morningstar Inc June 2011 - June 2012
DePaul University Athletics May 2010 - June 2012
Timeout Chicago September 2009 - March 2011
Fulfillment Services Inc June 2010 - January 2011
Best Buy & Circuit City June 2006 - June 2010
Skills
Time Management, Interpersonal, Sales Management, Crisis Communications, Project Implementation, Perceptual Mapping, Entrepreneurial Skills, Product Management, Advertising, Entrepreneurship, Interpersonal Skill, Marketing Strategy, Social Media
Education
DePaul University 2008 — 2012
Bachelors, Double Major Finance& Marketing, 3.5
Seekonk High School
Baystate Wealth Management December 2013 - Present
M.D. Stetson Company July 2012 - December 2013
Morningstar Inc June 2011 - June 2012
DePaul University Athletics May 2010 - June 2012
Timeout Chicago September 2009 - March 2011
Fulfillment Services Inc June 2010 - January 2011
Best Buy & Circuit City June 2006 - June 2010
Skills
Time Management, Interpersonal, Sales Management, Crisis Communications, Project Implementation, Perceptual Mapping, Entrepreneurial Skills, Product Management, Advertising, Entrepreneurship, Interpersonal Skill, Marketing Strategy, Social Media
Education
DePaul University 2008 — 2012
Bachelors, Double Major Finance& Marketing, 3.5
Seekonk High School
Faisal Karim Faisal Karim's Morningstar, Inc. Experience April 2012 - Present
Job Software & Infrastructure Engineer/Architect with Automation Background
Industry Computer Software
Experience
Morningstar, Inc. April 2012 - Present
DISYS (Client: Sears Holdings Corporation) September 2010 - April 2012
DISYS September 2010 - April 2012
ShoptoCook Inc. October 2009 - August 2011
Softrek Corporation September 2009 - August 2010
The Ohio State University 2005 - 2006
Skills
MySQL, Tomcat, Web Applications, Software Design, jQuery, Java, Test Automation, JavaScript, Solution Architecture, Web Services, Selenium, Process Improvement, Automation, Agile Project Management, JIRA, Hadoop, Web Development, REST, Continuous Integration, Scrum, Team Building, Subversion, Jenkins, SoapUI, System Administration, Information Architecture, Application Architecture, Team Leadership, Process Engineering, Technical Documentation, Memcached, Web Analytics, Cucumber, Process Automation, RabbitMQ, Performance Engineering, Operations Management, Infrastructure Planning, Production Deployment, Agile Methodologies, Release Engineering, Client-server..., Cloudant, Amazon Web Services..., Control-M, Continuous Improvement, Continuous Delivery, Team Mentoring, Node.js, DevOps
Education
Kaplan 2008 — 2008
The Ohio State University 2000 — 2004
BSCSE, Computer Science & Engineering, and Math
Fairleigh Dickinson University - Teaneck Campus 1999 — 2000
Computer Science
Morningstar, Inc. April 2012 - Present
DISYS (Client: Sears Holdings Corporation) September 2010 - April 2012
DISYS September 2010 - April 2012
ShoptoCook Inc. October 2009 - August 2011
Softrek Corporation September 2009 - August 2010
The Ohio State University 2005 - 2006
Skills
MySQL, Tomcat, Web Applications, Software Design, jQuery, Java, Test Automation, JavaScript, Solution Architecture, Web Services, Selenium, Process Improvement, Automation, Agile Project Management, JIRA, Hadoop, Web Development, REST, Continuous Integration, Scrum, Team Building, Subversion, Jenkins, SoapUI, System Administration, Information Architecture, Application Architecture, Team Leadership, Process Engineering, Technical Documentation, Memcached, Web Analytics, Cucumber, Process Automation, RabbitMQ, Performance Engineering, Operations Management, Infrastructure Planning, Production Deployment, Agile Methodologies, Release Engineering, Client-server..., Cloudant, Amazon Web Services..., Control-M, Continuous Improvement, Continuous Delivery, Team Mentoring, Node.js, DevOps
Education
Kaplan 2008 — 2008
The Ohio State University 2000 — 2004
BSCSE, Computer Science & Engineering, and Math
Fairleigh Dickinson University - Teaneck Campus 1999 — 2000
Computer Science
Hilary (Fazzone) Hanley Hilary (Fazzone) Hanley's Morningstar, Inc. Experience 2007 - 2009
Job Associate Marketing Manager at The Clorox Company
Industry Marketing and Advertising
Experience
The Clorox Company September 2014 - Present
General Mills June 2013 - August 2013
Prophet January 2010 - June 2012
Morningstar June 2009 - December 2009
Morningstar, Inc. 2007 - 2009
Skills
Brand Positioning..., Brand Portfolio Strategy, Marketing Strategy, Competitive Analysis, Customer Insight, Segmentation, Market Research, Business Strategy, Strategic Planning, Data Analysis, Analytics, Financial Analysis, Consumer, Consumer Behavior, Quantitative Research, Qualitative Research, Strategy, Brand Management, Marketing Research, Brand Architecture, Positioning, Direct Marketing
Education
UC Berkeley Haas School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management
Tufts University 2003 — 2007
BA, English, Media Studies, Entrepreneurial Leadership
Cheshire High School 1999 — 2003
The Clorox Company September 2014 - Present
General Mills June 2013 - August 2013
Prophet January 2010 - June 2012
Morningstar June 2009 - December 2009
Morningstar, Inc. 2007 - 2009
Skills
Brand Positioning..., Brand Portfolio Strategy, Marketing Strategy, Competitive Analysis, Customer Insight, Segmentation, Market Research, Business Strategy, Strategic Planning, Data Analysis, Analytics, Financial Analysis, Consumer, Consumer Behavior, Quantitative Research, Qualitative Research, Strategy, Brand Management, Marketing Research, Brand Architecture, Positioning, Direct Marketing
Education
UC Berkeley Haas School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management
Tufts University 2003 — 2007
BA, English, Media Studies, Entrepreneurial Leadership
Cheshire High School 1999 — 2003
Steven Keith's Morningstar, Inc. Experience 1990 - 1997
Job Executive Director Strategic Consulting at Centerline Digital
Industry Management Consulting
Experience
Centerline Digital January 2015 - Present
ANTIGENcy June 2009 - Present
Centerline Digital May 2011 - January 2015
Fleishman-Hillard June 2010 - May 2011
Capstrat October 2008 - June 2009
Capstrat March 2004 - October 2008
Gorilla Polymedia, Inc 1993 - 2003
Up Down Tobacco 1993 - 2002
Morningstar, Inc. 1990 - 1997
Skills
Change Management, Digital Strategy, Digital Transformation, Management Consulting, Strategy, Integrated Marketing, Content Strategy, Digital Marketing, Marketing Strategy, Brand Development, Marketing Communications, Entrepreneurship, Creative Strategy, Leadership, Marketing, Strategic Communications, Online Marketing, Digital Storytelling, Thought Leadership, CRM, Interactive Marketing
Education
Northwestern University 1994 — 1995
coursework, Psycholinguistics
University of Iowa 1988 — 1993
BA Literature, Science & the Arts, Genetics, Psychology, Linguistics, Theology
Centerline Digital January 2015 - Present
ANTIGENcy June 2009 - Present
Centerline Digital May 2011 - January 2015
Fleishman-Hillard June 2010 - May 2011
Capstrat October 2008 - June 2009
Capstrat March 2004 - October 2008
Gorilla Polymedia, Inc 1993 - 2003
Up Down Tobacco 1993 - 2002
Morningstar, Inc. 1990 - 1997
Skills
Change Management, Digital Strategy, Digital Transformation, Management Consulting, Strategy, Integrated Marketing, Content Strategy, Digital Marketing, Marketing Strategy, Brand Development, Marketing Communications, Entrepreneurship, Creative Strategy, Leadership, Marketing, Strategic Communications, Online Marketing, Digital Storytelling, Thought Leadership, CRM, Interactive Marketing
Education
Northwestern University 1994 — 1995
coursework, Psycholinguistics
University of Iowa 1988 — 1993
BA Literature, Science & the Arts, Genetics, Psychology, Linguistics, Theology
Gregory Kalin Gregory Kalin's Morningstar, Inc. Experience June 2010 - Present
Job Chief Audit Executive and Director of Internal Audit
Industry Financial Services
Experience
Morningstar, Inc. June 2010 - Present
The Institute of Internal Auditors Inc. July 2014 - Present
Hayes Lemmerz International August 2003 - June 2010
PricewaterhouseCoopers 1997 - 2003
American Axle & Manufacturing, Inc. 1995 - 1997
U.S. Government Accountability Office 1989 - 1995
Skills
Internal Audit, Internal Controls, Auditing, Risk Management, Risk Assessment, Enterprise Risk..., Governance, Financial Reporting, Financial Risk, Sarbanes-Oxley, Accounting, US GAAP
Education
Keller Graduate School of Management of DeVry University 2002 — 2003
Post Graduate, Accounting
Walsh College 2001 — 2002
Post Graduate, Accounting
Wayne State University 1985 — 1988
MBA, Finance
Wayne State University 1977 — 1983
BA, Music Performance
Morningstar, Inc. June 2010 - Present
The Institute of Internal Auditors Inc. July 2014 - Present
Hayes Lemmerz International August 2003 - June 2010
PricewaterhouseCoopers 1997 - 2003
American Axle & Manufacturing, Inc. 1995 - 1997
U.S. Government Accountability Office 1989 - 1995
Skills
Internal Audit, Internal Controls, Auditing, Risk Management, Risk Assessment, Enterprise Risk..., Governance, Financial Reporting, Financial Risk, Sarbanes-Oxley, Accounting, US GAAP
Education
Keller Graduate School of Management of DeVry University 2002 — 2003
Post Graduate, Accounting
Walsh College 2001 — 2002
Post Graduate, Accounting
Wayne State University 1985 — 1988
MBA, Finance
Wayne State University 1977 — 1983
BA, Music Performance
Adam Szymanski's Morningstar, Inc. Experience 2008 - 2009
Job Inventory Manager at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation 2011 - Present
Morningstar, Inc. 2008 - 2009
Skills
Inventory Management, Forecasting, Product Management, Retail, Merchandising, Process Improvement, Supply Chain, Inventory Control, Microsoft Excel, Supply Chain Management, Financial Analysis, Access, Leadership, Analysis, Logistics, Cross-functional Team..., Customer Service, Operations Management, Management, Corporate Finance, Financial Markets, Portfolio Management, Options Strategies, Equity Research, Value Investing, Portfolio Optimization, Retail Financing, Asset Management, Matlab, VBA, R, Strategic Planning
Education
Michigan State University
Bachelor’s Degree, Finance, 3.75 / 4.00
Sears Holdings Corporation 2011 - Present
Morningstar, Inc. 2008 - 2009
Skills
Inventory Management, Forecasting, Product Management, Retail, Merchandising, Process Improvement, Supply Chain, Inventory Control, Microsoft Excel, Supply Chain Management, Financial Analysis, Access, Leadership, Analysis, Logistics, Cross-functional Team..., Customer Service, Operations Management, Management, Corporate Finance, Financial Markets, Portfolio Management, Options Strategies, Equity Research, Value Investing, Portfolio Optimization, Retail Financing, Asset Management, Matlab, VBA, R, Strategic Planning
Education
Michigan State University
Bachelor’s Degree, Finance, 3.75 / 4.00
Lori Rowan, CRPS® Lori Rowan, CRPS®'s Morningstar, Inc. Experience 2002 - 2003
Job Financial Advisor at Leibfried & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Leibfried & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. February 2015 - Present
Prudential Financial August 2011 - January 2015
Van Kampen Investments (now Invesco Funds) 2003 - 2010
Morningstar, Inc. 2002 - 2003
Goldman Sachs 2000 - 2002
Goldman Sachs 1998 - 2000
Donaldson, Lufkin & Jenrette (now Credit Suisse) 1997 - 1998
Mercantile Bank & Trust Co. (now U.S. Bank) 1994 - 1997
Hawkeye Bank 1994 - 1997
Hawkeye Bank 1994 - 1997
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts degree, Management: Business Administration
University of Vienna 1992 — 1992
German language studies
Leibfried & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. February 2015 - Present
Prudential Financial August 2011 - January 2015
Van Kampen Investments (now Invesco Funds) 2003 - 2010
Morningstar, Inc. 2002 - 2003
Goldman Sachs 2000 - 2002
Goldman Sachs 1998 - 2000
Donaldson, Lufkin & Jenrette (now Credit Suisse) 1997 - 1998
Mercantile Bank & Trust Co. (now U.S. Bank) 1994 - 1997
Hawkeye Bank 1994 - 1997
Hawkeye Bank 1994 - 1997
Education
University of Northern Iowa 1988 — 1993
Bachelor of Arts degree, Management: Business Administration
University of Vienna 1992 — 1992
German language studies
Brian Nelson, CFA Brian Nelson, CFA's Morningstar, Inc. Experience November 2009 - January 2011
Job President, Investment Research at Valuentum Securities Inc.
Industry Investment Management
Experience
Valuentum Securities Inc. January 2011 - Present
Morningstar, Inc. November 2009 - January 2011
Morningstar Inc. August 2008 - November 2009
Morningstar, Inc. February 2006 - August 2008
Driehaus Capital Management June 2004 - January 2006
Skills
Valuation, Financial Modeling, Equity Research, Analysis, Finance, Equities, Leadership, Strategy, Investments, Portfolio Management, Asset Management, Mutual Funds, Equity Valuation, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA
Benedictine University
BBA
St. Laurence
Valuentum Securities Inc. January 2011 - Present
Morningstar, Inc. November 2009 - January 2011
Morningstar Inc. August 2008 - November 2009
Morningstar, Inc. February 2006 - August 2008
Driehaus Capital Management June 2004 - January 2006
Skills
Valuation, Financial Modeling, Equity Research, Analysis, Finance, Equities, Leadership, Strategy, Investments, Portfolio Management, Asset Management, Mutual Funds, Equity Valuation, Financial Analysis
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA
Benedictine University
BBA
St. Laurence
Kelly Schoen's Morningstar, Inc. Experience September 2005 - March 2006
Job Excel Template & Report Design Consultant
Industry Research
Experience
Excelerationsbiz.com October 2014 - Present
TriMega Purchasing Association & Point Nationwide February 2013 - October 2014
Realnets June 2012 - December 2012
Classified Ventures LLC January 2009 - May 2012
Farm Journal Media February 2008 - December 2008
Farm Journal Media August 2007 - January 2008
PayNet, Inc July 2006 - July 2007
Morningstar, Inc September 2005 - March 2006
Skills
Online Advertising, Salesforce.com, Web Analytics, Analytics, Google Analytics, Social Media Marketing, Account Management, Social Media, DoubleClick, Omniture, Microsoft Excel, Microsoft Word, Microsoft Office, Mathematics, Econometrics, Economics, Oracle HR, Sports, Fitness, Nutrition, Weight Training, Retail, WebTrends Analytics, Microsoft Atlas, Internet, Firefox, Google Chrome, Internet Explorer, PowerPoint, Microsoft Publisher, SAS, Eyeblaster, Mediaplex, Eyewonder, Pointroll, Flash, Operative Dashboard, Online Marketing, Digital Media, Advertising, Email Marketing, Blogging, SEM, Product Management, New Business Development, Marketing
Education
Loyola University of Chicago 2005 — 2006
Master of Science (M.S.), Human Resources Management, 3.3
University of Illinois at Chicago 2004 — 2005
Master of Science (M.S.), Economics, 3.3
Illinois State University 2002 — 2004
Bachelor of Science (B.S.), Economics, 3.5
Aurora University 2000 — 2002
Excelerationsbiz.com October 2014 - Present
TriMega Purchasing Association & Point Nationwide February 2013 - October 2014
Realnets June 2012 - December 2012
Classified Ventures LLC January 2009 - May 2012
Farm Journal Media February 2008 - December 2008
Farm Journal Media August 2007 - January 2008
PayNet, Inc July 2006 - July 2007
Morningstar, Inc September 2005 - March 2006
Skills
Online Advertising, Salesforce.com, Web Analytics, Analytics, Google Analytics, Social Media Marketing, Account Management, Social Media, DoubleClick, Omniture, Microsoft Excel, Microsoft Word, Microsoft Office, Mathematics, Econometrics, Economics, Oracle HR, Sports, Fitness, Nutrition, Weight Training, Retail, WebTrends Analytics, Microsoft Atlas, Internet, Firefox, Google Chrome, Internet Explorer, PowerPoint, Microsoft Publisher, SAS, Eyeblaster, Mediaplex, Eyewonder, Pointroll, Flash, Operative Dashboard, Online Marketing, Digital Media, Advertising, Email Marketing, Blogging, SEM, Product Management, New Business Development, Marketing
Education
Loyola University of Chicago 2005 — 2006
Master of Science (M.S.), Human Resources Management, 3.3
University of Illinois at Chicago 2004 — 2005
Master of Science (M.S.), Economics, 3.3
Illinois State University 2002 — 2004
Bachelor of Science (B.S.), Economics, 3.5
Aurora University 2000 — 2002
Namita Ruffin Namita Ruffin's Morningstar, Inc. Experience July 2008 - Present
Job Benefits Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. July 2008 - Present
Morningstar, Inc. March 2005 - January 2007
Skills
Employee Benefits, Employee Relations, New Hire Orientations, Onboarding, HRIS, Benefits Administration, Performance Management, Succession Planning, HR Policies, Morningstar Direct, Deferred Compensation, College Recruiting, ADP Payroll, Personnel Management, Compensation & Benefit, Payroll, Talent Acquisition, Human Resources, Management
Education
University of Illinois at Chicago 1988 — 1993
BS, Business Management
Morningstar, Inc. July 2008 - Present
Morningstar, Inc. March 2005 - January 2007
Skills
Employee Benefits, Employee Relations, New Hire Orientations, Onboarding, HRIS, Benefits Administration, Performance Management, Succession Planning, HR Policies, Morningstar Direct, Deferred Compensation, College Recruiting, ADP Payroll, Personnel Management, Compensation & Benefit, Payroll, Talent Acquisition, Human Resources, Management
Education
University of Illinois at Chicago 1988 — 1993
BS, Business Management
Steve (Jiazhen) Chen Steve (Jiazhen) Chen's Morningstar, Inc. Experience July 2014 - Present
Job Senior Software Engineer at Morningstar
Industry Financial Services
Experience
Morningstar, Inc. July 2014 - Present
Morningstar, Inc. August 2010 - July 2014
Morningstar, Inc. January 2009 - August 2010
Cisco Systems July 2006 - September 2006
Motorola June 2005 - August 2005
Skills
Java, Web Services, C#, ASP.NET, SQL, User Interface Design, JavaScript, .NET, HTML 5, Portfolio Management..., Java Software..., HTML5, Wireshark, Perl, Agile Project Management, Integration, Piano Performance, Morningstar Direct, Agile Methodologies, Log4Net, Log4j, MongoDB, Git, Stash, JIRA, LEGO, API Development, RESTful WebServices, Cloudant, REST, RESTful architecture, Web Caching, Test Driven Development, Crucible, Splunk
Education
The University of Chicago - Booth School of Business 2010 — 2014
MBA, Strategic Management, Finance, and Entrepreneurship
Northwestern University 2007 — 2009
Master of Science (M.S.), Computer Science
Beijing University of Posts and Telecommunications 2003 — 2007
Bachelor of Science, Computer Science
Morningstar, Inc. July 2014 - Present
Morningstar, Inc. August 2010 - July 2014
Morningstar, Inc. January 2009 - August 2010
Cisco Systems July 2006 - September 2006
Motorola June 2005 - August 2005
Skills
Java, Web Services, C#, ASP.NET, SQL, User Interface Design, JavaScript, .NET, HTML 5, Portfolio Management..., Java Software..., HTML5, Wireshark, Perl, Agile Project Management, Integration, Piano Performance, Morningstar Direct, Agile Methodologies, Log4Net, Log4j, MongoDB, Git, Stash, JIRA, LEGO, API Development, RESTful WebServices, Cloudant, REST, RESTful architecture, Web Caching, Test Driven Development, Crucible, Splunk
Education
The University of Chicago - Booth School of Business 2010 — 2014
MBA, Strategic Management, Finance, and Entrepreneurship
Northwestern University 2007 — 2009
Master of Science (M.S.), Computer Science
Beijing University of Posts and Telecommunications 2003 — 2007
Bachelor of Science, Computer Science
Noel G. Abat Noel G. Abat's Morningstar, Inc. Experience March 2006 - Present
Job Operations Director, Global Sales at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. March 2006 - Present
Morningstar, Inc. 2002 - 2006
Morningstar, Inc. 1998 - 2002
Abbott Laboratories 1996 - 1998
Skills
Financial Markets, Equities, Financial Modeling, Forecasting, Strategic Financial..., Due Diligence, Business Strategy, Accounting, Corporate Finance, Financial Reporting, Finance, Hyperion Enterprise, Valuation, Financial Services, Financial Analysis, Mergers & Acquisitions, Investments, Relationship Management, Portfolio Management, Morningstar Direct, Managerial Finance
Education
The University of Chicago - Booth School of Business 2004 — 2008
MBA
Purdue University 1988 — 1992
BS, Finance
Morningstar, Inc. March 2006 - Present
Morningstar, Inc. 2002 - 2006
Morningstar, Inc. 1998 - 2002
Abbott Laboratories 1996 - 1998
Skills
Financial Markets, Equities, Financial Modeling, Forecasting, Strategic Financial..., Due Diligence, Business Strategy, Accounting, Corporate Finance, Financial Reporting, Finance, Hyperion Enterprise, Valuation, Financial Services, Financial Analysis, Mergers & Acquisitions, Investments, Relationship Management, Portfolio Management, Morningstar Direct, Managerial Finance
Education
The University of Chicago - Booth School of Business 2004 — 2008
MBA
Purdue University 1988 — 1992
BS, Finance
Harrison Freund Harrison Freund's Morningstar, Inc. Experience October 2014 - Present
Job Team Lead, Morningstar Investment Services at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc. October 2014 - Present
Morningstar August 2013 - July 2014
Morningstar June 2012 - August 2013
UBS Wealth Management June 2011 - September 2011
Marsh & McLennan Companies, Inc. May 2010 - September 2010
Skills
Finance
Education
Vassar College 2008 — 2012
BS, Political Science and Government
Universidad Carlos III de Madrid 2011 — 2011
Bachelor's Degree, Language Immersion - Study Abroad
Francis W. Parker School 2004 — 2008
High School
Morningstar, Inc. October 2014 - Present
Morningstar August 2013 - July 2014
Morningstar June 2012 - August 2013
UBS Wealth Management June 2011 - September 2011
Marsh & McLennan Companies, Inc. May 2010 - September 2010
Skills
Finance
Education
Vassar College 2008 — 2012
BS, Political Science and Government
Universidad Carlos III de Madrid 2011 — 2011
Bachelor's Degree, Language Immersion - Study Abroad
Francis W. Parker School 2004 — 2008
High School
Liana Madura Liana Madura's Morningstar, Inc. Experience 2005 - Present
Job Assistant Site Editor at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. 2005 - Present
Education
Loyola University Chicago 2002 — 2007
Morningstar, Inc. 2005 - Present
Education
Loyola University Chicago 2002 — 2007
T.K. MacKay T.K. MacKay's Morningstar, Inc. Experience July 1999 - August 2004
Job
Industry Computer Software
Experience
Textura Corporation July 2006 - Present
Morningstar, Inc. July 1999 - August 2004
CME Group May 1998 - September 1998
Education
The University of Chicago - Booth School of Business 2004 — 2006
Masters Business Administration, Finance, Entrepreneurship
Trinity College-Hartford 1995 — 1999
English, English
Textura Corporation July 2006 - Present
Morningstar, Inc. July 1999 - August 2004
CME Group May 1998 - September 1998
Education
The University of Chicago - Booth School of Business 2004 — 2006
Masters Business Administration, Finance, Entrepreneurship
Trinity College-Hartford 1995 — 1999
English, English
David Montgomery, PMP, CSM David Montgomery, PMP, CSM's Morningstar, Inc. Experience 1999 - 2001
Job Program/project Manager, Scrum Master
Industry Information Technology and Services
Experience
TEKsystems October 2014 - Present
Modis September 2013 - September 2014
TEKsystems April 2012 - September 2013
David Montgomery Consulting August 2006 - April 2012
Bank of America/Merrill Lynch March 2010 - December 2011
Arroweye Solutions July 2008 - March 2010
Slalom Consulting (Chicago) August 2006 - September 2007
Wolters Kluwer 2001 - 2005
Morningstar, Inc 1999 - 2001
Ibbotson Associates 1989 - 1999
Skills
Financial Markets, Product Development, Program Management, Business Analysis, Product Management, Software Project..., SDLC, PMO, Software Development, Process Improvement, Project Planning, Risk Management, Change Management, IT Strategy, Leadership, Management, Business Process..., Vendor Management, Business Strategy, Strategy, Business Process, Business Intelligence, Integration, Requirements Analysis, PMP, Project Portfolio..., Cross-functional Team..., Agile Project Management, Management Consulting, CRM, Business Planning
Education
Boston University 2006 — 2007
Certificate, Project management
The University of Chicago Booth School of Business 1975 — 1977
MBA, Finance, Accounting, Marketing
Macalester College 1970 — 1974
BA, Economics
Sweet Home High School 1966 — 1970
TEKsystems October 2014 - Present
Modis September 2013 - September 2014
TEKsystems April 2012 - September 2013
David Montgomery Consulting August 2006 - April 2012
Bank of America/Merrill Lynch March 2010 - December 2011
Arroweye Solutions July 2008 - March 2010
Slalom Consulting (Chicago) August 2006 - September 2007
Wolters Kluwer 2001 - 2005
Morningstar, Inc 1999 - 2001
Ibbotson Associates 1989 - 1999
Skills
Financial Markets, Product Development, Program Management, Business Analysis, Product Management, Software Project..., SDLC, PMO, Software Development, Process Improvement, Project Planning, Risk Management, Change Management, IT Strategy, Leadership, Management, Business Process..., Vendor Management, Business Strategy, Strategy, Business Process, Business Intelligence, Integration, Requirements Analysis, PMP, Project Portfolio..., Cross-functional Team..., Agile Project Management, Management Consulting, CRM, Business Planning
Education
Boston University 2006 — 2007
Certificate, Project management
The University of Chicago Booth School of Business 1975 — 1977
MBA, Finance, Accounting, Marketing
Macalester College 1970 — 1974
BA, Economics
Sweet Home High School 1966 — 1970
Sharon Harshbarger Kucera's Morningstar, Inc. Experience September 1998 - October 2005
Job **
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Morgan Stanley September 2015 - Present
BlackRock January 2013 - April 2015
BlackRock December 2010 - January 2013
Merrill Lynch January 2009 - November 2010
Merrill Lynch October 2005 - December 2008
Morningstar Inc. September 1998 - October 2005
Ferrand Jordan 1996 - 1997
Government Finance Officers Association 1993 - 1996
Stein Roe & Farnham 1991 - 1993
Skills
Asset Allocation, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Fixed Income, Securities, Equities, Uniform Combined State..., Mutual Funds, Bonds, Strategy, Financial Advisory, Asset Management, Financial Services, Investments, Product Management, Management, Retirement, Trading, Emerging Markets, Finance, Investment Strategies, Investment Banking, Strategic Financial..., 401k, Bloomberg, Alternative Investments, Private Equity, Capital Markets, Financial Risk
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
Bryn Mawr College 1988 — 1990
BA, History
The American University of Paris 1987 — 1988
Gregory J. Connors's Morningstar, Inc. Experience December 2008 - September 2010
Job 7th Grade Writing Teacher, Mastery Charter Schools
Industry Primary/Secondary Education
Experience
Mastery Charter Schools November 2011 - Present
Merion Mercy Academy January 2011 - June 2011
Morningstar, Inc December 2008 - September 2010
St. Joseph's Preparatory School August 2006 - August 2007
Skills
Teaching, Public Speaking, Curriculum Design, PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Chestnut Hill College 2013 — 2015
M.Ed. in Secondary English and 7-12 Special Education
College of the Holy Cross 2002 — 2006
B.A., English
St. Joseph's Prep 1998 — 2002
Mastery Charter Schools November 2011 - Present
Merion Mercy Academy January 2011 - June 2011
Morningstar, Inc December 2008 - September 2010
St. Joseph's Preparatory School August 2006 - August 2007
Skills
Teaching, Public Speaking, Curriculum Design, PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Chestnut Hill College 2013 — 2015
M.Ed. in Secondary English and 7-12 Special Education
College of the Holy Cross 2002 — 2006
B.A., English
St. Joseph's Prep 1998 — 2002
Ciju Nair, Ph.D. Ciju Nair, Ph.D.'s Morningstar, Inc. Experience January 2007 - July 2008
Job Experienced Marketing & Analytics Executive cijutr@yahoo.com
Industry Marketing and Advertising
Experience
Millward Brown February 2015 - Present
Northwestern University August 2014 - Present
Millward Brown January 2014 - Present
Starcom MediaVest Group October 2010 - January 2014
Starcom MediaVest Group September 2008 - October 2010
Morningstar Inc January 2007 - July 2008
Washington University in St.Louis August 2002 - January 2007
Syracuse University August 2001 - July 2002
Procter & Gamble July 1998 - July 2001
Skills
Analytics, Segmentation, Strategy, Marketing Research, Customer Insight, Data Analysis, Data Mining, Market Research, Marketing Strategy, Forecasting, Cross-functional Team..., Digital Marketing, Business Analytics, Competitive Analysis, Business Intelligence, Team Management, Product Development, Strategic Planning, Market Analysis, Vendor Management, Web Analytics, Predictive Modeling, Marketing Mix Modeling, Business Strategy, Pricing, Management Consulting, Business Planning, New Business Development, Portfolio Management, Start-ups, Statistics, Process Improvement, Predictive Analytics, Marketing Management, P&L responsibility, Price Optimization, Co-marketing, Strategy Development, Consumer Insights, Financial Modeling, Product Management, Account Management, Business Analysis, Optimization, Integrated Marketing, Analysis, Business Development, Online Advertising, Leadership, Digital Media
Education
Washington University in St. Louis - Olin Business School 2002 — 2007
PhD, Business Administration (Marketing)
Washington University in St. Louis - Olin Business School 2002 — 2004
MSBA, Business Administration
Syracuse University 2001 — 2002
PhD, Marketing
S.P. Jain Institute of Management & Research 1996 — 1998
PGDM/MBA, Marketing
NIIT 1994 — 1996
PGDM, Information Technology
Coimbatore Institute of Technology 1992 — 1996
BE, Mechanical Engineering
Carmel Garden Matriculation Higher Secondary School 1984 — 1992
Millward Brown February 2015 - Present
Northwestern University August 2014 - Present
Millward Brown January 2014 - Present
Starcom MediaVest Group October 2010 - January 2014
Starcom MediaVest Group September 2008 - October 2010
Morningstar Inc January 2007 - July 2008
Washington University in St.Louis August 2002 - January 2007
Syracuse University August 2001 - July 2002
Procter & Gamble July 1998 - July 2001
Skills
Analytics, Segmentation, Strategy, Marketing Research, Customer Insight, Data Analysis, Data Mining, Market Research, Marketing Strategy, Forecasting, Cross-functional Team..., Digital Marketing, Business Analytics, Competitive Analysis, Business Intelligence, Team Management, Product Development, Strategic Planning, Market Analysis, Vendor Management, Web Analytics, Predictive Modeling, Marketing Mix Modeling, Business Strategy, Pricing, Management Consulting, Business Planning, New Business Development, Portfolio Management, Start-ups, Statistics, Process Improvement, Predictive Analytics, Marketing Management, P&L responsibility, Price Optimization, Co-marketing, Strategy Development, Consumer Insights, Financial Modeling, Product Management, Account Management, Business Analysis, Optimization, Integrated Marketing, Analysis, Business Development, Online Advertising, Leadership, Digital Media
Education
Washington University in St. Louis - Olin Business School 2002 — 2007
PhD, Business Administration (Marketing)
Washington University in St. Louis - Olin Business School 2002 — 2004
MSBA, Business Administration
Syracuse University 2001 — 2002
PhD, Marketing
S.P. Jain Institute of Management & Research 1996 — 1998
PGDM/MBA, Marketing
NIIT 1994 — 1996
PGDM, Information Technology
Coimbatore Institute of Technology 1992 — 1996
BE, Mechanical Engineering
Carmel Garden Matriculation Higher Secondary School 1984 — 1992
Kirk Kaltenbronn's Morningstar, Inc. Experience April 2007 - Present
Job Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. April 2007 - Present
Sun-Times Media Group, Inc. December 2004 - April 2007
PricewaterhouseCoopers LLP January 1998 - December 2004
U.S. Marine Corps Reserve November 1991 - December 1997
Education
Northwestern (Kellogg) 2002 — 2005
MBA, Marketing, General Managment, International Business
Southern Illinois University - Carbondale 1997 — 1997
M.S., Accounting
Southern Illinois Univeristy - Carbondale 1993 — 1997
B.S., Accounting
Morningstar, Inc. April 2007 - Present
Sun-Times Media Group, Inc. December 2004 - April 2007
PricewaterhouseCoopers LLP January 1998 - December 2004
U.S. Marine Corps Reserve November 1991 - December 1997
Education
Northwestern (Kellogg) 2002 — 2005
MBA, Marketing, General Managment, International Business
Southern Illinois University - Carbondale 1997 — 1997
M.S., Accounting
Southern Illinois Univeristy - Carbondale 1993 — 1997
B.S., Accounting
Kristin Hamley's Morningstar, Inc. Experience September 2014 - Present
Job Learning and Development Consultant
Industry Human Resources
Experience
Morningstar, Inc. September 2014 - Present
Team Hamley-Grove April 2008 - September 2014
Morningstar, Inc. September 2004 - April 2008
Morningstar Inc. August 1993 - August 2004
Skills
Agile Methodologies, Project Management, Portfolio Management, Investments, Financial Services, Product Management, Mutual Funds, User-centered Design, Business Analysis, Software Project...
Education
DePaul University 2000 — 2004
Master of Science (MS), Human-Computer Interaction
Kenyon College 1989 — 1993
BA, English
Morningstar, Inc. September 2014 - Present
Team Hamley-Grove April 2008 - September 2014
Morningstar, Inc. September 2004 - April 2008
Morningstar Inc. August 1993 - August 2004
Skills
Agile Methodologies, Project Management, Portfolio Management, Investments, Financial Services, Product Management, Mutual Funds, User-centered Design, Business Analysis, Software Project...
Education
DePaul University 2000 — 2004
Master of Science (MS), Human-Computer Interaction
Kenyon College 1989 — 1993
BA, English
Subash Ramnani's Morningstar, Inc. Experience April 2007 - December 2008
Job Sr. Product Manager Mobile Solutions at Morningstar
Industry Financial Services
Experience
Morningstar June 2012 - Present
Morningstar January 2010 - August 2012
Morningstar December 2008 - March 2010
Morningstar, Inc. April 2007 - December 2008
Strategic Staffing Solutions August 2006 - April 2007
Citrix Systems, Inc. February 2006 - August 2006
Citrix Systems, Inc. February 2001 - February 2006
Skills
Agile Methodologies, Product Management, Software Development, Cloud Computing, Software Project..., XML, Enterprise Software, Scrum, C++, Microsoft SQL Server, Software Development..., Software Lifecycle, Software Lifecycle..., Full Software Lifecycle, Mobile Applications, Distributed Systems, Software Design, Software Quality..., Citrix, Software Engineering, SaaS, Enterprise Architecture, Agile Project Management, SDLC
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Strategic Management, Finance
University of Michigan 1996 — 2000
BS, Computer Science
Morningstar June 2012 - Present
Morningstar January 2010 - August 2012
Morningstar December 2008 - March 2010
Morningstar, Inc. April 2007 - December 2008
Strategic Staffing Solutions August 2006 - April 2007
Citrix Systems, Inc. February 2006 - August 2006
Citrix Systems, Inc. February 2001 - February 2006
Skills
Agile Methodologies, Product Management, Software Development, Cloud Computing, Software Project..., XML, Enterprise Software, Scrum, C++, Microsoft SQL Server, Software Development..., Software Lifecycle, Software Lifecycle..., Full Software Lifecycle, Mobile Applications, Distributed Systems, Software Design, Software Quality..., Citrix, Software Engineering, SaaS, Enterprise Architecture, Agile Project Management, SDLC
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Strategic Management, Finance
University of Michigan 1996 — 2000
BS, Computer Science
Brian Chien's Morningstar, Inc. Experience May 1995 - January 1997
Job IT Consultant
Industry Information Technology and Services
Experience
Allstate Insurance Company March 2002 - Present
ClearBand, LLC July 2001 - January 2002
Health Management Systems Inc. April 2000 - May 2001
Caremark Inc. November 1998 - March 2000
Automated Concepts Inc. January 1997 - November 1998
Morningstar, Inc. May 1995 - January 1997
Skills
Enterprise Architecture, SDLC, Integration, SOA, Requirements Analysis, IT Strategy, Software Project..., Solution Architecture, Business Analysis, Requirements Gathering, Agile Methodologies
Education
University of Wisconsin-Milwaukee 1993 — 1995
MS
Purdue University 1989 — 1993
BS
Chapel Hill Chauncy Hall School 1987 — 1989
Pui Ching Middle School 1983 — 1987
Allstate Insurance Company March 2002 - Present
ClearBand, LLC July 2001 - January 2002
Health Management Systems Inc. April 2000 - May 2001
Caremark Inc. November 1998 - March 2000
Automated Concepts Inc. January 1997 - November 1998
Morningstar, Inc. May 1995 - January 1997
Skills
Enterprise Architecture, SDLC, Integration, SOA, Requirements Analysis, IT Strategy, Software Project..., Solution Architecture, Business Analysis, Requirements Gathering, Agile Methodologies
Education
University of Wisconsin-Milwaukee 1993 — 1995
MS
Purdue University 1989 — 1993
BS
Chapel Hill Chauncy Hall School 1987 — 1989
Pui Ching Middle School 1983 — 1987
Frank O'Connor's Morningstar, Inc. Experience June 2007 - May 2014
Job Vice President, Research and Outreach at Insured Retirement Institute
Industry Financial Services
Experience
IRI June 2014 - Present
Morningstar, Inc. June 2007 - May 2014
Morningstar January 2005 - June 2007
Finetre Corporation July 2003 - January 2005
Skills
Product Development, Project Management, Marketing, Pricing, SQL, Microsoft Excel, Competitive Analysis, Investments, Market Research, Financial Planning, Financial Services, Strategy, Mutual Funds, Management, Product Management, Portfolio Management, Finance, Business Analysis, Asset Management, Relationship Management
Education
University of Tampa - John H. Sykes College of Business 1993 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
University of South Florida 1989 — 1991
BA, International Relations
IRI June 2014 - Present
Morningstar, Inc. June 2007 - May 2014
Morningstar January 2005 - June 2007
Finetre Corporation July 2003 - January 2005
Skills
Product Development, Project Management, Marketing, Pricing, SQL, Microsoft Excel, Competitive Analysis, Investments, Market Research, Financial Planning, Financial Services, Strategy, Mutual Funds, Management, Product Management, Portfolio Management, Finance, Business Analysis, Asset Management, Relationship Management
Education
University of Tampa - John H. Sykes College of Business 1993 — 1995
Master of Business Administration (M.B.A.), Accounting and Finance
University of South Florida 1989 — 1991
BA, International Relations
Justin Fathi's Morningstar, Inc. Experience May 2003 - August 2003
Job Media Production Specialist at Boeing
Industry Media Production
Experience
Boeing May 2008 - Present
Misix, Inc. May 2010 - Present
Wheatland OmniMedia November 2005 - April 2008
Morningstar, Inc. May 2003 - August 2003
Kesser Image Library September 2002 - December 2002
Archangel Films, LLC July 2002 - August 2002
Tropic Survival Advertising January 2002 - May 2002
Skills
Avid Media Composer, Final Cut Pro, After Effects, Apple Motion, Illustrator, Photoshop, Sorenson Squeeze, Episode Pro, Adobe Media Encoder, Compressor, DVD Studio Pro, Adobe Encore, Soundtrack Pro, Adobe Audition, Dreamweaver, Flash, Video, Motion Graphics, Film, Premiere
Education
Purdue University - Krannert School of Management 2003 — 2005
Master of Business Administration
University of Miami 1998 — 2002
Bachelor of Science in Communication, Double Major Film Production and English Creative Writing
Boeing May 2008 - Present
Misix, Inc. May 2010 - Present
Wheatland OmniMedia November 2005 - April 2008
Morningstar, Inc. May 2003 - August 2003
Kesser Image Library September 2002 - December 2002
Archangel Films, LLC July 2002 - August 2002
Tropic Survival Advertising January 2002 - May 2002
Skills
Avid Media Composer, Final Cut Pro, After Effects, Apple Motion, Illustrator, Photoshop, Sorenson Squeeze, Episode Pro, Adobe Media Encoder, Compressor, DVD Studio Pro, Adobe Encore, Soundtrack Pro, Adobe Audition, Dreamweaver, Flash, Video, Motion Graphics, Film, Premiere
Education
Purdue University - Krannert School of Management 2003 — 2005
Master of Business Administration
University of Miami 1998 — 2002
Bachelor of Science in Communication, Double Major Film Production and English Creative Writing
Jill McCleary's Morningstar, Inc. Experience 1995 - 2001
Job Marketing Project Manager
Industry Design
Experience
Aperio Group, LLC January 2013 - Present
Catalog Choice March 2009 - November 2012
Jill McCleary Illustration & Design March 2007 - March 2009
Morningstar, Inc. 1995 - 2001
InScribe, Inc. 1989 - 1994
Skills
Inbound Marketing, Product Management, Project Management, Writing, Product Development, Marketing Strategy, Entrepreneurship, Email Marketing, Start-ups, User Experience, Marketing, Marketing Communications
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts (BA), Art History and French
Aperio Group, LLC January 2013 - Present
Catalog Choice March 2009 - November 2012
Jill McCleary Illustration & Design March 2007 - March 2009
Morningstar, Inc. 1995 - 2001
InScribe, Inc. 1989 - 1994
Skills
Inbound Marketing, Product Management, Project Management, Writing, Product Development, Marketing Strategy, Entrepreneurship, Email Marketing, Start-ups, User Experience, Marketing, Marketing Communications
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts (BA), Art History and French
Michelle Swartzentruber's Morningstar, Inc. Experience September 2012 - Present
Job Senior Research Analyst at Morningstar Inc
Industry Research
Experience
Morningstar Inc September 2012 - Present
Morningstar Inc August 2006 - September 2012
Morningstar Inc August 2004 - July 2006
Cole Taylor Bank June 2002 - July 2004
Kemper Technology Services April 2001 - May 2002
Mergent Inc July 2000 - December 2000
Skills
Six Sigma, Access, Equity Research, Equities, SQL, Quality Assurance, Data Analysis, Management, Asset Management
Education
DePaul University 2012 — 2015
Master of Business Administration (MBA), Finance
Carnegie Mellon University 1993 — 1997
BS, Policy and Management
Morningstar Inc September 2012 - Present
Morningstar Inc August 2006 - September 2012
Morningstar Inc August 2004 - July 2006
Cole Taylor Bank June 2002 - July 2004
Kemper Technology Services April 2001 - May 2002
Mergent Inc July 2000 - December 2000
Skills
Six Sigma, Access, Equity Research, Equities, SQL, Quality Assurance, Data Analysis, Management, Asset Management
Education
DePaul University 2012 — 2015
Master of Business Administration (MBA), Finance
Carnegie Mellon University 1993 — 1997
BS, Policy and Management
Florina Tong's Morningstar, Inc. Experience January 2012 - August 2014
Job Talent Acquisition at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2015 - Present
Calamos Investments August 2014 - March 2015
Morningstar, Inc. January 2012 - August 2014
Morningstar, Inc. 2008 - 2012
Morningstar, Inc. 2004 - 2008
Morningstar, Inc. 2002 - 2004
Morningstar, Inc. 2000 - 2002
Skills
Talent Acquisition, Performance Management, Employee Relations, Organizational..., Compensation Management, Matrix Management, Succession Planning, Onboarding, HRIS, Strategic Planning, New Hire Orientations, Human Resources, Recruiting, Entrepreneurship, Personnel Management
Education
Loyola University Chicago 2005 — 2007
MSHR, Human Resources
Loyola University of Chicago 1996 — 2000
Bachelors of Business Administration, Finance and Economics
Financial Engines April 2015 - Present
Calamos Investments August 2014 - March 2015
Morningstar, Inc. January 2012 - August 2014
Morningstar, Inc. 2008 - 2012
Morningstar, Inc. 2004 - 2008
Morningstar, Inc. 2002 - 2004
Morningstar, Inc. 2000 - 2002
Skills
Talent Acquisition, Performance Management, Employee Relations, Organizational..., Compensation Management, Matrix Management, Succession Planning, Onboarding, HRIS, Strategic Planning, New Hire Orientations, Human Resources, Recruiting, Entrepreneurship, Personnel Management
Education
Loyola University Chicago 2005 — 2007
MSHR, Human Resources
Loyola University of Chicago 1996 — 2000
Bachelors of Business Administration, Finance and Economics
James Levin's Morningstar, Inc. Experience May 2007 - March 2009
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
Patrick Cooney's Morningstar, Inc. Experience September 2006 - September 2009
Job Director of Brokerage Operations at Convey, A Sovos Compliance Company
Industry Financial Services
Experience
Advantus Capital Management December 2012 - September 2013
Morningstar September 2009 - October 2012
Morningstar, Inc. September 2006 - September 2009
Morningstar October 2004 - September 2006
TransUnion 2000 - 2004
Skills
Operations Management, Business Process Logic, Business Process..., SDLC Business Leadership, Project Management, Service Management, Relationship Management, Team Development, Situational Leadership, Knowledge Transfer, Morningstar, Morningstar Office, QuickBase, Microsoft Excel, Product Management, Software Delivery, B2B Marketing, Software Training, SaaS Marketing, Management, Financial Services, Enterprise Software, SaaS, Hands-on Training, Business Analysis, Software Deployment, Strategy, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA with Dual Concentrations, Finance (Investment Management); Marketing (Strategies and Planning), 3.84 GPA
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
Dual Degree: Bachelor of Business Administration (BBA); Bachelor of Arts (BA), Dual Major: Finance and Financial Management Services; Psychology
Advantus Capital Management December 2012 - September 2013
Morningstar September 2009 - October 2012
Morningstar, Inc. September 2006 - September 2009
Morningstar October 2004 - September 2006
TransUnion 2000 - 2004
Skills
Operations Management, Business Process Logic, Business Process..., SDLC Business Leadership, Project Management, Service Management, Relationship Management, Team Development, Situational Leadership, Knowledge Transfer, Morningstar, Morningstar Office, QuickBase, Microsoft Excel, Product Management, Software Delivery, B2B Marketing, Software Training, SaaS Marketing, Management, Financial Services, Enterprise Software, SaaS, Hands-on Training, Business Analysis, Software Deployment, Strategy, CRM
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA with Dual Concentrations, Finance (Investment Management); Marketing (Strategies and Planning), 3.84 GPA
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
Dual Degree: Bachelor of Business Administration (BBA); Bachelor of Arts (BA), Dual Major: Finance and Financial Management Services; Psychology
Michael Baass's Morningstar, Inc. Experience 1994 - 2001
Job Senior Project Manager / Program Manager at LexisNexis Business & Litigation Software Solutions
Industry Information Technology and Services
Experience
LexisNexis Business & Litigation Software Solutions 2014 - Present
LexisNexis Corporate Counsel Solutions 2005 - 2013
Allied & Nationwide Insurance 2002 - 2004
Morningstar, Inc. 1994 - 2001
Skills
PMP, SDLC, Business Analysis, Software Project..., Requirements Gathering, Integration, Project Planning, SaaS, Professional Services, Business Process, SharePoint, PMO, Enterprise Software, Software Development, Agile Project Management, Project Management, CRM
Education
Project Management Institute
PMP
National University
MBA, Business Administration - Marketing
Marquette University
BS, Business & German
LexisNexis Business & Litigation Software Solutions 2014 - Present
LexisNexis Corporate Counsel Solutions 2005 - 2013
Allied & Nationwide Insurance 2002 - 2004
Morningstar, Inc. 1994 - 2001
Skills
PMP, SDLC, Business Analysis, Software Project..., Requirements Gathering, Integration, Project Planning, SaaS, Professional Services, Business Process, SharePoint, PMO, Enterprise Software, Software Development, Agile Project Management, Project Management, CRM
Education
Project Management Institute
PMP
National University
MBA, Business Administration - Marketing
Marquette University
BS, Business & German
Alison Finn's Morningstar, Inc. Experience February 2007 - April 2010
Job Senior Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar September 2013 - Present
Morningstar July 2011 - Present
Morningstar March 2010 - August 2011
Morningstar, Inc. February 2007 - April 2010
Morningstar April 2005 - January 2007
Walsh and Associates, Ltd. June 2004 - April 2005
Skills
Product Development, Product Management, Business Strategy, Data Analysis, Competitive Analysis, Strategy, Software Project..., Cross-functional Team..., Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Project Management, Financial Services, Management
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Analytical Finance, Statistics, Entrepreneurship
University of Illinois at Urbana-Champaign 2002 — 2004
BA, Economics
Kishwaukee College 2000 — 2002
Associate of Science (AS)
Morningstar September 2013 - Present
Morningstar July 2011 - Present
Morningstar March 2010 - August 2011
Morningstar, Inc. February 2007 - April 2010
Morningstar April 2005 - January 2007
Walsh and Associates, Ltd. June 2004 - April 2005
Skills
Product Development, Product Management, Business Strategy, Data Analysis, Competitive Analysis, Strategy, Software Project..., Cross-functional Team..., Financial Modeling, Business Analysis, Portfolio Management, Risk Management, Project Management, Financial Services, Management
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Analytical Finance, Statistics, Entrepreneurship
University of Illinois at Urbana-Champaign 2002 — 2004
BA, Economics
Kishwaukee College 2000 — 2002
Associate of Science (AS)
AnnMarie Gray's Morningstar, Inc. Experience May 2006 - Present
Job Director, Content, Marketing Services at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. May 2006 - Present
Morningstar, Inc. May 2006 - Present
Morningstar, Inc. 2013 - 2015
Morningstar, Inc. 2013 - 2015
Liska + Associates October 1997 - May 2006
Skills
Information Design, User Experience, User Interface Design, Information Architecture, Marketing, Marketing Strategy, Strategy, Creative Direction, Marketing Communications, Product Management, Content Management, Copywriting, Editing, Writing, Advertising, Adobe Creative Suite, Email Marketing, Integrated Marketing
Education
University of Michigan 1989 — 1993
BA
University of St. Andrews 1991 — 1992
JYA
Morningstar, Inc. May 2006 - Present
Morningstar, Inc. May 2006 - Present
Morningstar, Inc. 2013 - 2015
Morningstar, Inc. 2013 - 2015
Liska + Associates October 1997 - May 2006
Skills
Information Design, User Experience, User Interface Design, Information Architecture, Marketing, Marketing Strategy, Strategy, Creative Direction, Marketing Communications, Product Management, Content Management, Copywriting, Editing, Writing, Advertising, Adobe Creative Suite, Email Marketing, Integrated Marketing
Education
University of Michigan 1989 — 1993
BA
University of St. Andrews 1991 — 1992
JYA
Abby Magen's Morningstar, Inc. Experience August 2013 - September 2015
Job Product Manager, Wealth Forecasting Engine at Morningstar
Industry Financial Services
Experience
Morningstar September 2015 - Present
Morningstar, Inc. August 2013 - September 2015
Morningstar, Inc. February 2008 - August 2013
Morningstar, Inc. January 2007 - February 2008
Vanguard June 2005 - December 2006
ING DIRECT April 2004 - May 2005
Skills
Indexing, Scrum, ETFs, Product Management, Investment Research, Asset Management, Equities, Alternative Investments, Financial Risk, Fixed Income, Mutual Funds, Financial Services, Portfolio Management, Investment Management, Finance, Wealth Management, Investment Strategies, Investment Advisory, Hedge Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Morningstar September 2015 - Present
Morningstar, Inc. August 2013 - September 2015
Morningstar, Inc. February 2008 - August 2013
Morningstar, Inc. January 2007 - February 2008
Vanguard June 2005 - December 2006
ING DIRECT April 2004 - May 2005
Skills
Indexing, Scrum, ETFs, Product Management, Investment Research, Asset Management, Equities, Alternative Investments, Financial Risk, Fixed Income, Mutual Funds, Financial Services, Portfolio Management, Investment Management, Finance, Wealth Management, Investment Strategies, Investment Advisory, Hedge Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Alvin Calalang's Morningstar, Inc. Experience February 2007 - Present
Job Project Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. February 2007 - Present
Morningstar, Inc. February 2003 - February 2007
Zacks 1997 - 2003
Allstate 1990 - 1997
Skills
Equities, Financial Services, Portfolio Management, Fixed Income, Analysis, Morningstar Direct, Capital Markets, Business Analysis, Financial Modeling, Valuation, Investments, Financial Analysis, Bloomberg, Financial Markets
Education
DeVry University - Keller Graduate School of Management 2004 — 2007
MISM, Database Mgt
DePaul University 1990 — 1994
BS, Finance
Morningstar, Inc. February 2007 - Present
Morningstar, Inc. February 2003 - February 2007
Zacks 1997 - 2003
Allstate 1990 - 1997
Skills
Equities, Financial Services, Portfolio Management, Fixed Income, Analysis, Morningstar Direct, Capital Markets, Business Analysis, Financial Modeling, Valuation, Investments, Financial Analysis, Bloomberg, Financial Markets
Education
DeVry University - Keller Graduate School of Management 2004 — 2007
MISM, Database Mgt
DePaul University 1990 — 1994
BS, Finance
Sebastian Brukalo's Morningstar, Inc. Experience April 2006 - April 2008
Job Software Developer at CIC Plus
Industry Financial Services
Experience
CIC Plus September 2013 - Present
UBS Global Asset Management March 2013 - September 2013
CCC Information Services September 2011 - March 2013
Independent Contractor February 2011 - September 2011
RealTick September 2009 - January 2011
Redbox April 2008 - October 2009
Morningstar, Inc. April 2006 - April 2008
Chicago Stock Exchange February 2001 - April 2006
!hey Inc. January 1999 - February 2001
Skills
C#, C++, System Architecture, Distributed Systems, Client/server, Agile Methodologies, Microsoft SQL Server, .NET, SQL, Trading Systems, Software Development, XML, Java, Unix, T-SQL, Visual Studio, Database Design, SDLC, Web Services, Multithreading, Databases, TCP/IP, Programming, ASP.NET, Software Project..., WCF, WPF, Scrum, Oracle, Testing, LINQ, Object Oriented Design, Enterprise Software, Enterprise Architecture, SOA, Design Patterns, NUnit, Agile Project Management, Software Design, Software Engineering, Perl, ASP.NET MVC, AJAX, Spring, REST, WinForms, Test Driven Development, jQuery, CSS, TFS
Education
DePaul University 2005 — 2007
Master, Distributed Systems
DePaul University 1998 — 2003
Bachelor, Computer Science
CIC Plus September 2013 - Present
UBS Global Asset Management March 2013 - September 2013
CCC Information Services September 2011 - March 2013
Independent Contractor February 2011 - September 2011
RealTick September 2009 - January 2011
Redbox April 2008 - October 2009
Morningstar, Inc. April 2006 - April 2008
Chicago Stock Exchange February 2001 - April 2006
!hey Inc. January 1999 - February 2001
Skills
C#, C++, System Architecture, Distributed Systems, Client/server, Agile Methodologies, Microsoft SQL Server, .NET, SQL, Trading Systems, Software Development, XML, Java, Unix, T-SQL, Visual Studio, Database Design, SDLC, Web Services, Multithreading, Databases, TCP/IP, Programming, ASP.NET, Software Project..., WCF, WPF, Scrum, Oracle, Testing, LINQ, Object Oriented Design, Enterprise Software, Enterprise Architecture, SOA, Design Patterns, NUnit, Agile Project Management, Software Design, Software Engineering, Perl, ASP.NET MVC, AJAX, Spring, REST, WinForms, Test Driven Development, jQuery, CSS, TFS
Education
DePaul University 2005 — 2007
Master, Distributed Systems
DePaul University 1998 — 2003
Bachelor, Computer Science
Todd Kowalski's Morningstar, Inc. Experience May 2012 - Present
Job Vice President, Relationship Manager at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. May 2012 - Present
Morningstar, Inc. January 2008 - May 2012
Morningstar, Inc. November 2006 - December 2007
Fisher Investments April 2004 - November 2006
NASA-Ames Research Center December 2002 - April 2004
Skills
Portfolio Management, Asset Allocation, Performance Attribution, Asset Management, Investments, Mutual Funds, Equities, Wealth Management, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Securities, Financial Planning, Investment Strategies, Financial Modeling, Due Diligence, New Business Development, Equity Research, Excel, Investment Advisory, Competitive Analysis, Consultative Selling, Public Speaking, Access, Style Analysis, Asset Managment, Selling, Morningstar Direct, Relationship Management, Fixed Income, Investment Management, Financial Services, Finance, Business Development, ETFs, Separately Managed...
Education
University of Illinois at Urbana-Champaign 1999 — 2002
BS, Aviation Human Factors
Morningstar, Inc. May 2012 - Present
Morningstar, Inc. January 2008 - May 2012
Morningstar, Inc. November 2006 - December 2007
Fisher Investments April 2004 - November 2006
NASA-Ames Research Center December 2002 - April 2004
Skills
Portfolio Management, Asset Allocation, Performance Attribution, Asset Management, Investments, Mutual Funds, Equities, Wealth Management, Alternative Investments, Financial Markets, Hedge Funds, Capital Markets, Securities, Financial Planning, Investment Strategies, Financial Modeling, Due Diligence, New Business Development, Equity Research, Excel, Investment Advisory, Competitive Analysis, Consultative Selling, Public Speaking, Access, Style Analysis, Asset Managment, Selling, Morningstar Direct, Relationship Management, Fixed Income, Investment Management, Financial Services, Finance, Business Development, ETFs, Separately Managed...
Education
University of Illinois at Urbana-Champaign 1999 — 2002
BS, Aviation Human Factors
Christina West's Morningstar, Inc. Experience 2004 - Present
Job Senior Project Manager at Morningstar
Industry Computer Software
Experience
Morningstar, Inc. 2004 - Present
LaSalle St. Securities, LLC 1999 - 2004
Smith Barney 1997 - 1999
Zacks Investment Research 1996 - 1997
Skills
Analysis, Investments, Software Development, Product Development, Management, Product Management, Strategy, Quality Assurance, Testing, Training, CRM
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Strategic Management
The University of Chicago 1993 — 1997
AB, Economics
Morningstar, Inc. 2004 - Present
LaSalle St. Securities, LLC 1999 - 2004
Smith Barney 1997 - 1999
Zacks Investment Research 1996 - 1997
Skills
Analysis, Investments, Software Development, Product Development, Management, Product Management, Strategy, Quality Assurance, Testing, Training, CRM
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Strategic Management
The University of Chicago 1993 — 1997
AB, Economics
Travis Pascavis, CFA's Morningstar, Inc. Experience August 2008 - May 2010
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 Bendixen's Morningstar, Inc. Experience October 1992 - July 1997
Job Implementation Consultant
Industry Financial Services
Experience
Advent Software July 2009 - June 2014
Advent Software January 2006 - July 2009
Advent Software June 2003 - January 2006
Advent Software, Inc October 1997 - June 2003
Morningstar, Inc. October 1992 - July 1997
Skills
Enterprise Software, Business Analysis, Software Project..., SaaS, Integration, Order Management, Business Intelligence, Requirements Analysis, Trading Systems, Hedge Funds, SDLC, Enterprise Architecture, Agile Project Management, Agile Methodologies, Requirements Gathering, Management, Software Development, Equities, Financial Services, Project Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Advent Software July 2009 - June 2014
Advent Software January 2006 - July 2009
Advent Software June 2003 - January 2006
Advent Software, Inc October 1997 - June 2003
Morningstar, Inc. October 1992 - July 1997
Skills
Enterprise Software, Business Analysis, Software Project..., SaaS, Integration, Order Management, Business Intelligence, Requirements Analysis, Trading Systems, Hedge Funds, SDLC, Enterprise Architecture, Agile Project Management, Agile Methodologies, Requirements Gathering, Management, Software Development, Equities, Financial Services, Project Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Will Furgeson's Morningstar, Inc. Experience 2004 - 2005
Job Project Development Director at Lincoln Clean Energy, LLC
Industry Renewables & Environment
Experience
Lincoln Renewable Energy, LLC August 2012 - Present
Invenergy January 2008 - January 2012
Apogee Search May 2007 - December 2007
Apogee Search May 2006 - May 2007
Morningstar, Inc. 2004 - 2005
Skills
Renewable Energy, Solar Energy, Wind Energy, Project Management, Writing, Marketing, Paid Search Campaigns, Lease Negotiations
Education
The University of Texas at Austin 1998 — 2003
BBA
Lincoln Renewable Energy, LLC August 2012 - Present
Invenergy January 2008 - January 2012
Apogee Search May 2007 - December 2007
Apogee Search May 2006 - May 2007
Morningstar, Inc. 2004 - 2005
Skills
Renewable Energy, Solar Energy, Wind Energy, Project Management, Writing, Marketing, Paid Search Campaigns, Lease Negotiations
Education
The University of Texas at Austin 1998 — 2003
BBA
Sumit Desai, CFA's Morningstar, Inc. Experience June 2004 - January 2009
Job Investment Professional
Industry Financial Services
Experience
Morningstar October 2013 - Present
Morgan Stanley Wealth Management April 2013 - October 2013
Morningstar August 2011 - September 2012
Morningstar January 2009 - August 2011
Morningstar, Inc. June 2004 - January 2009
Great American Insurance October 2002 - June 2004
Skills
Equity Research, Relationship Management, DCF Valuation, Financial Analysis, Equity Valuation, Investment Strategies, Due Diligence, Sales, Investor Relations, Institutional Investors, Conference Coordination, Investments, Investment Advisory, Growth Investing, Value Investing, Equities, Institutional..., Financial Modeling, Series 7, Mutual Funds, Bloomberg, Hedge Funds, Asset Allocation, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance and Economics
Morningstar October 2013 - Present
Morgan Stanley Wealth Management April 2013 - October 2013
Morningstar August 2011 - September 2012
Morningstar January 2009 - August 2011
Morningstar, Inc. June 2004 - January 2009
Great American Insurance October 2002 - June 2004
Skills
Equity Research, Relationship Management, DCF Valuation, Financial Analysis, Equity Valuation, Investment Strategies, Due Diligence, Sales, Investor Relations, Institutional Investors, Conference Coordination, Investments, Investment Advisory, Growth Investing, Value Investing, Equities, Institutional..., Financial Modeling, Series 7, Mutual Funds, Bloomberg, Hedge Funds, Asset Allocation, Valuation
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Finance and Economics
Maureen Baska, NCC's Morningstar, Inc. Experience August 2006 - August 2007
Job Career Counselor at University of Notre Dame Career Center
Industry Higher Education
Experience
University of Notre Dame Career Center July 2013 - Present
University of Notre Dame Career Center August 2012 - July 2013
Saint Mary's College July 2010 - August 2012
IU School of Informatics and Computing Career Services January 2010 - May 2010
Alcohol Alternative Intervention Program September 2009 - May 2010
Center for Human Growth May 2009 - May 2010
IU Hutton Honors College May 2008 - May 2010
Solution Tree October 2007 - May 2008
Morningstar, Inc August 2006 - August 2007
Morningstar, Inc. August 2005 - August 2006
Skills
Administration and..., Administration and..., Administration and..., Career Development, Strong Interest..., Higher Education
Education
Indiana University Bloomington 2008 — 2010
MS, Counseling
University of Notre Dame 2000 — 2004
BA, English, Computer Applications
University of Notre Dame Career Center July 2013 - Present
University of Notre Dame Career Center August 2012 - July 2013
Saint Mary's College July 2010 - August 2012
IU School of Informatics and Computing Career Services January 2010 - May 2010
Alcohol Alternative Intervention Program September 2009 - May 2010
Center for Human Growth May 2009 - May 2010
IU Hutton Honors College May 2008 - May 2010
Solution Tree October 2007 - May 2008
Morningstar, Inc August 2006 - August 2007
Morningstar, Inc. August 2005 - August 2006
Skills
Administration and..., Administration and..., Administration and..., Career Development, Strong Interest..., Higher Education
Education
Indiana University Bloomington 2008 — 2010
MS, Counseling
University of Notre Dame 2000 — 2004
BA, English, Computer Applications
Diana Velasquez's Morningstar, Inc. Experience July 2010 - April 2013
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar May 2013 - Present
Morningstar February 2012 - May 2013
Morningstar, Inc. July 2010 - April 2013
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Wealth Management, Valuation, Investment Advisory, Series 7, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Morningstar Direct, Financial Services, Financial Markets, Financial Advisory
Education
University of Miami - School of Business 2000 — 2002
Masters, Business
DePaul University 1989 — 1994
Bachelor of Commerce (B.Com.), Finance, General
Morningstar May 2014 - Present
Morningstar May 2013 - Present
Morningstar February 2012 - May 2013
Morningstar, Inc. July 2010 - April 2013
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Wealth Management, Valuation, Investment Advisory, Series 7, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Morningstar Direct, Financial Services, Financial Markets, Financial Advisory
Education
University of Miami - School of Business 2000 — 2002
Masters, Business
DePaul University 1989 — 1994
Bachelor of Commerce (B.Com.), Finance, General
Doris Keeton's Morningstar, Inc. Experience August 2002 - March 2011
Job Managing Consultant @ KeVer Consulting Group
Industry Financial Services
Experience
KeVer Consulting Group March 1999 - Present
Morningstar, Inc. August 2002 - March 2011
IAC Securities April 2000 - August 2002
First Variable Life/ILona Financial 2001 - 2002
ABN AMRO December 1997 - April 2000
Calamos Asset Management, Inc. August 1995 - December 1997
US Air Force 1973 - 1994
Skills
Compliance, Investment Advisory, Auditing, Mutual Funds, Policy, Risk Management, Training, Project Management, Management, Internal Audit, Investments, Change Management
Education
University of Maryland University College
Bachelor of Arts, Business Management
KeVer Consulting Group March 1999 - Present
Morningstar, Inc. August 2002 - March 2011
IAC Securities April 2000 - August 2002
First Variable Life/ILona Financial 2001 - 2002
ABN AMRO December 1997 - April 2000
Calamos Asset Management, Inc. August 1995 - December 1997
US Air Force 1973 - 1994
Skills
Compliance, Investment Advisory, Auditing, Mutual Funds, Policy, Risk Management, Training, Project Management, Management, Internal Audit, Investments, Change Management
Education
University of Maryland University College
Bachelor of Arts, Business Management
Greggory Warren's Morningstar, Inc. Experience April 2005 - Present
Job Senior Stock Analyst at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. April 2005 - Present
Gofen & Glossberg May 1995 - September 2003
Education
Augustana College 1982 — 1986
Morningstar, Inc. April 2005 - Present
Gofen & Glossberg May 1995 - September 2003
Education
Augustana College 1982 — 1986
Courtney Goethals Dobrow's Morningstar, Inc. Experience July 2009 - July 2011
Job Director of Internal Communications at Morningstar
Industry Research
Experience
Morningstar July 2011 - Present
Morningstar, Inc. July 2009 - July 2011
Morningstar January 2007 - June 2009
Skills
Internal Communications, Financial Services, Media Relations, Strategic Communications
Education
Smith College 1992 — 1996
Bachelor of Arts (B.A.), English, Film Studies
Morningstar July 2011 - Present
Morningstar, Inc. July 2009 - July 2011
Morningstar January 2007 - June 2009
Skills
Internal Communications, Financial Services, Media Relations, Strategic Communications
Education
Smith College 1992 — 1996
Bachelor of Arts (B.A.), English, Film Studies
Kevin Babb's Morningstar, Inc. Experience January 2008 - January 2009
Job The PrivateBank Managing Director
Industry Financial Services
Experience
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
The PrivateBank January 2014 - Present
ADP July 2012 - January 2014
Verisight, Inc 2010 - June 2012
Fidelity Investments July 2009 - January 2010
Morningstar, Inc. January 2008 - January 2009
Fidelity Investments December 1991 - December 2007
Skills
Defined Benefit, ERISA, Retirement, Defined Contribution, Employee Benefits, 401k, Series 7, Series 63, series 6, series 66, Retirement Planning, Series 6, Investments
Education
University of Cincinnati 1986 — 1991
BA, Economics, International Affairs
Adam Herakovich's Morningstar, Inc. Experience January 2001 - January 2005
Job Regional Director at Morningstar Investment Services
Industry Investment Management
Experience
Morningstar Investment Services January 2004 - Present
Morningstar 1999 - 2008
Morningstar, Inc. January 2001 - January 2005
Central Steel & Wire Co. 1996 - 1998
Skills
Asset Allocation, Asset Management, Mutual Funds, Investments, Sales, Wealth Management, Equities, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1992 — 1996
Munster High School
Munster High School
Morningstar Investment Services January 2004 - Present
Morningstar 1999 - 2008
Morningstar, Inc. January 2001 - January 2005
Central Steel & Wire Co. 1996 - 1998
Skills
Asset Allocation, Asset Management, Mutual Funds, Investments, Sales, Wealth Management, Equities, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1992 — 1996
Munster High School
Munster High School
Linda Yan Gu, CFA's Morningstar, Inc. Experience July 2014 - Present
Job Head of Operation, Product & Project Management
Industry Financial Services
Experience
Morningstar, Inc July 2014 - Present
Morningstar, Inc. April 2013 - July 2014
Morningstar Inc. September 2009 - March 2013
Morningstar, Inc. May 2007 - August 2009
Morningstar, Inc. January 2005 - May 2007
Morningstar, Inc. June 2003 - December 2004
Morningstar, Inc. May 2002 - May 2003
Skills
Portfolio Management, Product Management, Financial Services, Asset Management, Investments, Mutual Funds, Equities, Management, Financial Markets, Business Strategy, Pricing, Product Development, Segmentation, Sales, Fixed Income, Strategic Planning, Business Development
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Double Major in Finance & Marketing
Loyola University Chicago 1994 — 1995
Master of Science, Computer Science
Morningstar, Inc July 2014 - Present
Morningstar, Inc. April 2013 - July 2014
Morningstar Inc. September 2009 - March 2013
Morningstar, Inc. May 2007 - August 2009
Morningstar, Inc. January 2005 - May 2007
Morningstar, Inc. June 2003 - December 2004
Morningstar, Inc. May 2002 - May 2003
Skills
Portfolio Management, Product Management, Financial Services, Asset Management, Investments, Mutual Funds, Equities, Management, Financial Markets, Business Strategy, Pricing, Product Development, Segmentation, Sales, Fixed Income, Strategic Planning, Business Development
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Double Major in Finance & Marketing
Loyola University Chicago 1994 — 1995
Master of Science, Computer Science
Kathy Panagopoulos's Morningstar, Inc. Experience 1998 - 2006
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Morningstar, Inc. 1998 - 2006
Skills
Customer Service, Strategic Communications, Crisis Communications, Media Relations, Corporate Communications, Press Releases, Marketing Communications, Public Relations
Education
DePauw University 1988 — 1992
Morningstar, Inc. 1998 - 2006
Skills
Customer Service, Strategic Communications, Crisis Communications, Media Relations, Corporate Communications, Press Releases, Marketing Communications, Public Relations
Education
DePauw University 1988 — 1992
Pamela Collins's Morningstar, Inc. Experience 1997 - 2014
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar, Inc. 1997 - 2014
Quest International (Div. of Unilever) 1994 - 1997
Ashland Chemical (Div of Ashland Oil Company) 1990 - 1994
Skills
Mutual Funds, 401k, Series 7, Investments, Wealth Management, Business Development, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
The Ohio State University
BS, Marketing
Harvard University
Continuing Education, Digital Marketing & Social Media Strategies
Morningstar, Inc. 1997 - 2014
Quest International (Div. of Unilever) 1994 - 1997
Ashland Chemical (Div of Ashland Oil Company) 1990 - 1994
Skills
Mutual Funds, 401k, Series 7, Investments, Wealth Management, Business Development, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
The Ohio State University
BS, Marketing
Harvard University
Continuing Education, Digital Marketing & Social Media Strategies
Peter Manzer, CPA's Morningstar, Inc. Experience December 2010 - August 2012
Job Project Accountant at Dentsply
Industry Medical Devices
Experience
Dentsply January 2013 - Present
Morningstar, Inc. December 2010 - August 2012
Ostrow Reisin Berk & Abrams July 2008 - December 2010
Lincoln Financial Group May 2007 - August 2007
Skills
Accounting, Auditing, CPA, Forecasting, Tax Returns, Tax Research, Financial Planners, US GAAP, Financial Reporting, GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley, Tax, Financial Analysis, SEC filings
Education
Indiana University - Kelley School of Business 2006 — 2008
M.B.A., Accounting
Indiana University - Kelley School of Business 2002 — 2006
B.S., Accounting, Computer Information Systems
Dentsply January 2013 - Present
Morningstar, Inc. December 2010 - August 2012
Ostrow Reisin Berk & Abrams July 2008 - December 2010
Lincoln Financial Group May 2007 - August 2007
Skills
Accounting, Auditing, CPA, Forecasting, Tax Returns, Tax Research, Financial Planners, US GAAP, Financial Reporting, GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley, Tax, Financial Analysis, SEC filings
Education
Indiana University - Kelley School of Business 2006 — 2008
M.B.A., Accounting
Indiana University - Kelley School of Business 2002 — 2006
B.S., Accounting, Computer Information Systems
Lynne Crehan's Morningstar, Inc. Experience November 2010 - March 2014
Job Retired from Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. November 2010 - March 2014
First United Bank & Trust January 2010 - October 2010
First United Bank & Trust October 2007 - March 2010
Edward Jones Investments August 2006 - October 2007
Garrett County Chamber of Commerce August 2005 - September 2006
Property & CasualtyKight's Insurance, Inc August 2004 - August 2005
Planners Consulting Group August 2003 - August 2004
Financial Computer Support Inc October 2001 - March 2003
Investment Counselors of Maryland December 1978 - August 2001
Skills
Loans, Marketing, Auditing, Banking, Credit, Credit Analysis
Education
NY Institute of Finance 1990 — 1990
Salisbury University 1970 — 1974
B.A., Sociology
Woodlawn Senior High School 1968 — 1970
Morningstar, Inc. November 2010 - March 2014
First United Bank & Trust January 2010 - October 2010
First United Bank & Trust October 2007 - March 2010
Edward Jones Investments August 2006 - October 2007
Garrett County Chamber of Commerce August 2005 - September 2006
Property & CasualtyKight's Insurance, Inc August 2004 - August 2005
Planners Consulting Group August 2003 - August 2004
Financial Computer Support Inc October 2001 - March 2003
Investment Counselors of Maryland December 1978 - August 2001
Skills
Loans, Marketing, Auditing, Banking, Credit, Credit Analysis
Education
NY Institute of Finance 1990 — 1990
Salisbury University 1970 — 1974
B.A., Sociology
Woodlawn Senior High School 1968 — 1970
Duan Liu's Morningstar, Inc. Experience 2000 - 2004
Job Director of technology, Advisor Software at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar 2007 - Present
Morningstar 2004 - 2007
Morningstar, Inc. 2000 - 2004
MasterChart, Inc 1996 - 2000
Education
University of Illinois at Chicago 1993 — 1995
Master of Science (MS), Mathematics and Computer Science
Morningstar 2007 - Present
Morningstar 2004 - 2007
Morningstar, Inc. 2000 - 2004
MasterChart, Inc 1996 - 2000
Education
University of Illinois at Chicago 1993 — 1995
Master of Science (MS), Mathematics and Computer Science
Susan Bray's Morningstar, Inc. Experience 1990 - 1997
Job Marketing Strategist at Blue Flame Thinking
Industry Marketing and Advertising
Experience
Blue Flame Thinking January 2014 - Present
s2 Financial Marketing November 2007 - December 2013
Morningstar Investment Services, Inc. 2001 - 2007
Business Logic Corporation 2000 - 2001
Meindl & Associates 1997 - 2000
Morningstar, Inc. 1990 - 1997
Skills
Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Communications, Advertising, B2B Marketing, Marketing, Direct Mail, Morningstar Direct, Brand Development, Mobile Marketing, Business Development, Media Planning, Interactive Marketing, Digital Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Marquette University
BS, Business Administration
Blue Flame Thinking January 2014 - Present
s2 Financial Marketing November 2007 - December 2013
Morningstar Investment Services, Inc. 2001 - 2007
Business Logic Corporation 2000 - 2001
Meindl & Associates 1997 - 2000
Morningstar, Inc. 1990 - 1997
Skills
Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Communications, Advertising, B2B Marketing, Marketing, Direct Mail, Morningstar Direct, Brand Development, Mobile Marketing, Business Development, Media Planning, Interactive Marketing, Digital Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Marquette University
BS, Business Administration
Laura Lallos's Morningstar, Inc. Experience May 1999 - February 2000
Job Senior Mutual Fund Analyst at Morningstar
Industry Financial Services
Experience
Morningstar February 2012 - Present
Self-employed June 2005 - February 2012
Sidley Austin Brown & Wood June 2004 - September 2004
Environmental Law & Policy Center June 2003 - August 2003
Money Magazine March 2000 - June 2002
Morningstar, Inc May 1999 - February 2000
Morningstar, Inc. November 1996 - April 1999
Morningstar, Inc. May 1993 - November 1996
International Brotherhood of Teamsters election September 1991 - August 1992
Skills
Investments, Valuation, Morningstar Direct, Mutual Funds, Editing, Estate Planning
Education
University of Chicago Law School
J.D
The Catholic University of America 1985 — 1989
B.A; M.A, English Literature; English Literature
Morningstar February 2012 - Present
Self-employed June 2005 - February 2012
Sidley Austin Brown & Wood June 2004 - September 2004
Environmental Law & Policy Center June 2003 - August 2003
Money Magazine March 2000 - June 2002
Morningstar, Inc May 1999 - February 2000
Morningstar, Inc. November 1996 - April 1999
Morningstar, Inc. May 1993 - November 1996
International Brotherhood of Teamsters election September 1991 - August 1992
Skills
Investments, Valuation, Morningstar Direct, Mutual Funds, Editing, Estate Planning
Education
University of Chicago Law School
J.D
The Catholic University of America 1985 — 1989
B.A; M.A, English Literature; English Literature
Laura Pavlenko Lutton's Morningstar, Inc. Experience June 2012 - Present
Job Director of Manager Research, Equity StrategiesNorth America at Morningstar
Industry Financial Services
Experience
Morningstar January 2015 - Present
Morningstar, Inc. June 2012 - Present
Morningstar June 2009 - June 2012
Morningstar October 2008 - November 2010
Morningstar August 2006 - September 2008
Morningstar November 2001 - August 2006
Morningstar July 2000 - November 2001
Morningstar September 1999 - July 2000
American Banker June 1997 - September 1999
Skills
Mutual Funds, 529 Plans, Equities, Funding, Fund Of Funds, Retirement, Asset Allocation, Research
Education
Northwestern University 1994 — 1995
MSJ, Writing and Reporting
Colby College 1990 — 1994
BA, Government and International Studies
Morningstar January 2015 - Present
Morningstar, Inc. June 2012 - Present
Morningstar June 2009 - June 2012
Morningstar October 2008 - November 2010
Morningstar August 2006 - September 2008
Morningstar November 2001 - August 2006
Morningstar July 2000 - November 2001
Morningstar September 1999 - July 2000
American Banker June 1997 - September 1999
Skills
Mutual Funds, 529 Plans, Equities, Funding, Fund Of Funds, Retirement, Asset Allocation, Research
Education
Northwestern University 1994 — 1995
MSJ, Writing and Reporting
Colby College 1990 — 1994
BA, Government and International Studies
Rachel Sacco (Felsenthal)'s Morningstar, Inc. Experience October 2005 - March 2007
Job Law Practice Professional
Industry Law Practice
Experience
BMO Capital Markets December 2009 - Present
National Stock Exchange March 2007 - December 2008
Morningstar, Inc. October 2005 - March 2007
Skills
Capital Markets, Financial Analysis, Investments, Equities, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Securities
Washington University in St. Louis 1995 — 1999
BA, Psychology and Business
BMO Capital Markets December 2009 - Present
National Stock Exchange March 2007 - December 2008
Morningstar, Inc. October 2005 - March 2007
Skills
Capital Markets, Financial Analysis, Investments, Equities, Securities
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Securities
Washington University in St. Louis 1995 — 1999
BA, Psychology and Business
John Rong's Morningstar, Inc. Experience January 2009 - Present
Job SVP, Global Alternative Business at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. January 2009 - Present
Morningstar, Inc. June 2007 - December 2008
Morningstar, Inc. October 2004 - May 2007
GE HealthCare Information Technology June 1999 - October 2004
State Planning Commission of China March 1992 - January 1995
Skills
Product Management, Portfolio Management, Product Development, Six Sigma, Risk Management, Financial Services, Data Analysis, Leadership, Business Analysis, Strategy, Vendor Management, Asset Allocation, Mutual Funds, Fixed Income, Business Strategy
Education
The University of Chicago Booth School of Business
Tsinghua University
MSE, BSE, Automotive Engineering
University of Michigan
Ph.D, Industrial and Operations
Morningstar, Inc. January 2009 - Present
Morningstar, Inc. June 2007 - December 2008
Morningstar, Inc. October 2004 - May 2007
GE HealthCare Information Technology June 1999 - October 2004
State Planning Commission of China March 1992 - January 1995
Skills
Product Management, Portfolio Management, Product Development, Six Sigma, Risk Management, Financial Services, Data Analysis, Leadership, Business Analysis, Strategy, Vendor Management, Asset Allocation, Mutual Funds, Fixed Income, Business Strategy
Education
The University of Chicago Booth School of Business
Tsinghua University
MSE, BSE, Automotive Engineering
University of Michigan
Ph.D, Industrial and Operations
Chris Bou-Sliman's Morningstar, Inc. Experience July 2008 - March 2009
Job National Account Manager at Echo Global Logistics
Industry Logistics and Supply Chain
Experience
Echo Global Logistics September 2013 - Present
Professional Management Services, LLC December 2011 - September 2013
AiRios Refrigeration, Inc 2009 - 2010
Morningstar, Inc July 2008 - March 2009
Chicago Park District January 2001 - January 2008
Skills
Logistics, Customer Service, Customer Retention, Supply Chain Management, Transportation..., Sales, Business Development, Capacity Planning, Distribution Management, Collaborative Problem..., Leadership, Advertising, Microsoft Office, Email Marketing, Dreamweaver, E-commerce, Troubleshooting, Outlook, Analysis, Negotiation, Web Design, Program Management, Photoshop, Data Entry, PowerPoint, Training, HTML, Microsoft Word, Databases, Budgets, Software Documentation, Access, Marketing, Consultation, Transportation Planning, Freight Transportation, Freight Claims
Education
DePaul University 2004 — 2009
Bachelors of Science, Management and Management Information Systems
Echo Global Logistics September 2013 - Present
Professional Management Services, LLC December 2011 - September 2013
AiRios Refrigeration, Inc 2009 - 2010
Morningstar, Inc July 2008 - March 2009
Chicago Park District January 2001 - January 2008
Skills
Logistics, Customer Service, Customer Retention, Supply Chain Management, Transportation..., Sales, Business Development, Capacity Planning, Distribution Management, Collaborative Problem..., Leadership, Advertising, Microsoft Office, Email Marketing, Dreamweaver, E-commerce, Troubleshooting, Outlook, Analysis, Negotiation, Web Design, Program Management, Photoshop, Data Entry, PowerPoint, Training, HTML, Microsoft Word, Databases, Budgets, Software Documentation, Access, Marketing, Consultation, Transportation Planning, Freight Transportation, Freight Claims
Education
DePaul University 2004 — 2009
Bachelors of Science, Management and Management Information Systems
Dawn Rescigno's Morningstar, Inc. Experience March 2012 - Present
Job Assistant Site Editor at Morningstar, Inc.
Industry Financial Services
Experience
Morningstar, Inc. March 2012 - Present
Morningstar February 2011 - February 2012
Morningstar June 2001 - February 2012
CoolSavings, Inc. May 1999 - May 2001
Skills
Digital Marketing, Online Marketing, Product Management, Social Media, Product Development, Relationship Management, Web Content Management
Education
Loyola University Chicago
B.S, Applied Psychology
St. Ignatius College Prep
Morningstar, Inc. March 2012 - Present
Morningstar February 2011 - February 2012
Morningstar June 2001 - February 2012
CoolSavings, Inc. May 1999 - May 2001
Skills
Digital Marketing, Online Marketing, Product Management, Social Media, Product Development, Relationship Management, Web Content Management
Education
Loyola University Chicago
B.S, Applied Psychology
St. Ignatius College Prep
John Rekenthaler's Morningstar, Inc. Experience
Job VP, Research at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc.
Education
The University of Chicago 1995 — 1999
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), English
Morningstar, Inc.
Education
The University of Chicago 1995 — 1999
MBA, Finance
University of Pennsylvania 1979 — 1983
Bachelor of Arts (B.A.), English
jiqing zhang's Morningstar, Inc. Experience June 2011 - July 2012
Job Software Engineer at Facebook
Industry Computer Software
Experience
Facebook September 2014 - Present
RMS July 2013 - September 2014
Markit June 2012 - June 2013
Morningstar, Inc. June 2011 - July 2012
OAISYS January 2010 - June 2011
Arizona State University August 2007 - May 2009
Skills
Python, Java, MongoDB, RabbitMQ, JavaScript, Multithreading, XML, NoSQL, Web Services, ElasticSearch, Splunk, Software Development, Jenkins, WCF, Distributed Systems, Databases, Hibernate, Microsoft SQL Server, Agile Methodologies, SaaS, ASP.NET MVC, WPF, ASP.NET AJAX, C#, C++
Education
Arizona State University 2007 — 2009
Master, Electrical Engineering
Harbin Institute of Technology 2003 — 2007
Bachelor, Electrical Engineering
Facebook September 2014 - Present
RMS July 2013 - September 2014
Markit June 2012 - June 2013
Morningstar, Inc. June 2011 - July 2012
OAISYS January 2010 - June 2011
Arizona State University August 2007 - May 2009
Skills
Python, Java, MongoDB, RabbitMQ, JavaScript, Multithreading, XML, NoSQL, Web Services, ElasticSearch, Splunk, Software Development, Jenkins, WCF, Distributed Systems, Databases, Hibernate, Microsoft SQL Server, Agile Methodologies, SaaS, ASP.NET MVC, WPF, ASP.NET AJAX, C#, C++
Education
Arizona State University 2007 — 2009
Master, Electrical Engineering
Harbin Institute of Technology 2003 — 2007
Bachelor, Electrical Engineering
Amy Neace's Morningstar, Inc. Experience September 2004 - Present
Job Client Solutions Consultant at Morningstar, Inc.
Industry Research
Experience
Morningstar, Inc. September 2004 - Present
Skills
Financial Services, Relationship Management, Account Management, Asset Managment, Business Analysis, Consulting, Investment Advisory, Morningstar Direct, Process Improvement, Strategy, Investment Management, CRM, ETFs, Asset Allocation, Investments, Asset Management, Portfolio Management, Wealth Management
Education
DePaul University
Bachelor of Science (BS), Economics
Morningstar, Inc. September 2004 - Present
Skills
Financial Services, Relationship Management, Account Management, Asset Managment, Business Analysis, Consulting, Investment Advisory, Morningstar Direct, Process Improvement, Strategy, Investment Management, CRM, ETFs, Asset Allocation, Investments, Asset Management, Portfolio Management, Wealth Management
Education
DePaul University
Bachelor of Science (BS), Economics
Dale Burrow's Morningstar, Inc. Experience May 2013 - March 2015
Job Director at OFS Management
Industry Investment Management
Experience
OFS Management April 2015 - Present
Morningstar, Inc. May 2013 - March 2015
PTL Capital Management LLC January 2010 - April 2013
Deerfield Capital Management 2000 - 2009
Scudder/Kemper Investments March 1987 - April 2000
First National Bank of Chicago June 1978 - March 1987
Education
DePaul University
MBA, Finance
University of Oklahoma
Bachelor of Business Administration, Finance
OFS Management April 2015 - Present
Morningstar, Inc. May 2013 - March 2015
PTL Capital Management LLC January 2010 - April 2013
Deerfield Capital Management 2000 - 2009
Scudder/Kemper Investments March 1987 - April 2000
First National Bank of Chicago June 1978 - March 1987
Education
DePaul University
MBA, Finance
University of Oklahoma
Bachelor of Business Administration, Finance
Anila Mahadeo's Morningstar, Inc. Experience July 2009 - February 2011
Job Product Strategy Analyst at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2014 - Present
clewed. September 2014 - December 2014
Hilco Global February 2014 - June 2014
JPMorgan Chase & Co November 2012 - October 2013
JP Morgan Chase March 2011 - November 2012
Morningstar Inc July 2009 - February 2011
Economic Strategy Institute June 2008 - August 2008
Goldman, Sachs & Co June 2007 - August 2007
Diligent Consulting Group June 2006 - August 2006
Skills
Investments, Asset Management, Economics, Analysis, Series 7, Series 63, Commercial Real Estate..., Financial Analysis, Finance, Fixed Income, Strategy, Due Diligence, Management, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Alternative Investments, Financial Modeling
Education
Amherst College 2005 — 2009
Bachelor of Arts cum laude, Economics and Anthropology
Jawaharlal Nehru University 2008 — 2008
Economics
Pomfret school 2001 — 2005
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Legg Mason November 2014 - Present
clewed. September 2014 - December 2014
Hilco Global February 2014 - June 2014
JPMorgan Chase & Co November 2012 - October 2013
JP Morgan Chase March 2011 - November 2012
Morningstar Inc July 2009 - February 2011
Economic Strategy Institute June 2008 - August 2008
Goldman, Sachs & Co June 2007 - August 2007
Diligent Consulting Group June 2006 - August 2006
Skills
Investments, Asset Management, Economics, Analysis, Series 7, Series 63, Commercial Real Estate..., Financial Analysis, Finance, Fixed Income, Strategy, Due Diligence, Management, Mutual Funds, Equities, Portfolio Management, Investment Strategies, Alternative Investments, Financial Modeling
Education
Amherst College 2005 — 2009
Bachelor of Arts cum laude, Economics and Anthropology
Jawaharlal Nehru University 2008 — 2008
Economics
Pomfret school 2001 — 2005
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Joseph Brickman's Morningstar, Inc. Experience May 2004 - November 2011
Job Managing Director, Senior Vice President at PNC
Industry Financial Services
Experience
PNC December 2013 - Present
The Northern Trust Company November 2011 - December 2013
Morningstar, Inc. May 2004 - November 2011
RBP Capital Management, LLC February 2002 - May 2004
Legg Mason January 2000 - February 2002
Raymond James Financial Inc. September 1995 - January 2000
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Investment Management, Private Equity, Investment Strategies, Financial Advisory, Financial Services, Asset Management, Wealth Management, Mutual Funds, Equities
Education
Lynchburg College 1990 — 1994
BA, Economics
Lake Forest High School 1986 — 1990
PNC December 2013 - Present
The Northern Trust Company November 2011 - December 2013
Morningstar, Inc. May 2004 - November 2011
RBP Capital Management, LLC February 2002 - May 2004
Legg Mason January 2000 - February 2002
Raymond James Financial Inc. September 1995 - January 2000
Skills
Investments, Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Investment Management, Private Equity, Investment Strategies, Financial Advisory, Financial Services, Asset Management, Wealth Management, Mutual Funds, Equities
Education
Lynchburg College 1990 — 1994
BA, Economics
Lake Forest High School 1986 — 1990
Nadine Youssef's Morningstar, Inc. Experience July 2013 - Present
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
Raymond Weng's Morningstar, Inc. Experience May 2004 - July 2006
Job Senior Developer at FCB Global
Industry Internet
Experience
FCB Global November 2014 - Present
One North Interactive April 2010 - October 2014
Hubbard One July 2006 - April 2010
Morningstar, Inc. May 2004 - July 2006
Skills
C#, ASP.NET, SQL, JavaScript, jQuery, AJAX, Backbone.js, CSS3, CSS, HTML 5, HTML, XML, JSON, ASP, Git, TeamCity, Sitecore, C/C++, Java, Visual Basic, XSLT, XSL-FO, XPath
Education
University of Illinois at Chicago - Graduate College 2004 — 2008
Master of Science (M.S.), Computer Science
University of Illinois at Chicago 2000 — 2004
Bachelor of Science (B.S.), Computer Science, 4.76/5.00
FCB Global November 2014 - Present
One North Interactive April 2010 - October 2014
Hubbard One July 2006 - April 2010
Morningstar, Inc. May 2004 - July 2006
Skills
C#, ASP.NET, SQL, JavaScript, jQuery, AJAX, Backbone.js, CSS3, CSS, HTML 5, HTML, XML, JSON, ASP, Git, TeamCity, Sitecore, C/C++, Java, Visual Basic, XSLT, XSL-FO, XPath
Education
University of Illinois at Chicago - Graduate College 2004 — 2008
Master of Science (M.S.), Computer Science
University of Illinois at Chicago 2000 — 2004
Bachelor of Science (B.S.), Computer Science, 4.76/5.00
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group