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.,
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Morningstar, Inc. Employees
Employee
Years
Job
Industry
Linda Bracamontes-Roeger Linda Bracamontes-Roeger's Morningstar, Inc. Experience October 1992 - August 1995
Job Associate Professor at University of Illinois at Chicago
Industry Higher Education
Experience
University of Illinois at Chicago August 2000 - Present
Day Interactive Switzerland June 1997 - August 2000
Morningstar Inc. October 1992 - August 1995
Skills
Higher Education, University Teaching, Teaching, Student Development, Research, Lecturing, Academic Advising, Curriculum Development, Curriculum Design, Grant Writing, College Teaching, Theory, Research Design, Distance Learning, Interaction Design, Adobe Creative Suite, Layout, Typography
Education
Schule für Gestaltung Basel 1995 — 1997
Equivalent of MFA, Graphic Design, Wunderbar
University of Illinois at Chicago 1988 — 1992
Bachelor of Fine Arts (BFA), Graphic Design, A OK
University of Illinois at Chicago August 2000 - Present
Day Interactive Switzerland June 1997 - August 2000
Morningstar Inc. October 1992 - August 1995
Skills
Higher Education, University Teaching, Teaching, Student Development, Research, Lecturing, Academic Advising, Curriculum Development, Curriculum Design, Grant Writing, College Teaching, Theory, Research Design, Distance Learning, Interaction Design, Adobe Creative Suite, Layout, Typography
Education
Schule für Gestaltung Basel 1995 — 1997
Equivalent of MFA, Graphic Design, Wunderbar
University of Illinois at Chicago 1988 — 1992
Bachelor of Fine Arts (BFA), Graphic Design, A OK
Anthony Algmin Anthony Algmin's Morningstar, Inc. Experience January 2000 - June 2001
Job Founder, President at DatonomyUS
Industry Information Technology and Services
Experience
DatonomyUS September 2015 - Present
Chicago Transit Authority March 2015 - September 2015
RGP June 2014 - March 2015
West Monroe Partners July 2011 - June 2014
Ronin Capital, LLC November 2005 - July 2011
REFCO, LLC March 2004 - November 2005
Stein Roe Investment Counsel June 2001 - November 2003
Morningstar, Inc January 2000 - June 2001
OLDE Discount Corporation June 1999 - November 1999
Skills
Business Intelligence, Databases, ETL, Data Warehousing, Business Analysis, SQL, Data Analysis, SQL Server, Change Management, Problem Solving, Integration, Enterprise Architecture, Management Consulting, Data Governance, Metadata Management, Master Data Management, Data Quality, Data Strategies, Business Strategy, IT Strategy, Microsoft SQL Server, SSIS, Systems Analysis, Disaster Recovery, SDLC, Strategy, Business Process, Data Modeling, Management, Business Process..., Consulting, Analytics, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Marketing, Management & Strategy, Management & Organizations
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts, Business Administration
DatonomyUS September 2015 - Present
Chicago Transit Authority March 2015 - September 2015
RGP June 2014 - March 2015
West Monroe Partners July 2011 - June 2014
Ronin Capital, LLC November 2005 - July 2011
REFCO, LLC March 2004 - November 2005
Stein Roe Investment Counsel June 2001 - November 2003
Morningstar, Inc January 2000 - June 2001
OLDE Discount Corporation June 1999 - November 1999
Skills
Business Intelligence, Databases, ETL, Data Warehousing, Business Analysis, SQL, Data Analysis, SQL Server, Change Management, Problem Solving, Integration, Enterprise Architecture, Management Consulting, Data Governance, Metadata Management, Master Data Management, Data Quality, Data Strategies, Business Strategy, IT Strategy, Microsoft SQL Server, SSIS, Systems Analysis, Disaster Recovery, SDLC, Strategy, Business Process, Data Modeling, Management, Business Process..., Consulting, Analytics, Leadership
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Marketing, Management & Strategy, Management & Organizations
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts, Business Administration
Sebastian Seith's Morningstar, Inc. Experience July 2009 - March 2013
Job Software Engineer at Networked Insights
Industry Financial Services
Experience
Networked Insights April 2013 - Present
Morningstar Inc July 2009 - March 2013
Morningstar May 2006 - August 2008
College Works Painting January 2005 - September 2005
Skills
Python, Java, C++, SQL, Lean Six Sigma, Databases, PHP, JavaScript, Matlab, Testing, XML, Software Development, Software Engineering, Project Management, Agile Methodologies, Visual Studio, Web Services, Eclipse, Linux, C, AJAX, Distributed Systems, C#, HTML, Data Mining, Software Project..., Subversion, Software Design, .NET, Git
Education
University of Illinois at Urbana-Champaign 2008 — 2009
MS, Computer Science
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Computer Science
Networked Insights April 2013 - Present
Morningstar Inc July 2009 - March 2013
Morningstar May 2006 - August 2008
College Works Painting January 2005 - September 2005
Skills
Python, Java, C++, SQL, Lean Six Sigma, Databases, PHP, JavaScript, Matlab, Testing, XML, Software Development, Software Engineering, Project Management, Agile Methodologies, Visual Studio, Web Services, Eclipse, Linux, C, AJAX, Distributed Systems, C#, HTML, Data Mining, Software Project..., Subversion, Software Design, .NET, Git
Education
University of Illinois at Urbana-Champaign 2008 — 2009
MS, Computer Science
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Computer Science
Oona Eddleman's Morningstar, Inc. Experience March 2004 - July 2005
Job Sales and Business Development Professional
Industry Financial Services
Experience
DLC, LLC January 2006 - Present
ADP, Inc August 2005 - January 2006
Morningstar, Inc March 2004 - July 2005
EXPRESS January 2003 - March 2004
New Hope Recovery Center September 2002 - January 2003
Haymarket Center March 1998 - September 2002
Skills
Training, Sales, Cold Calling, Management, Leadership, Recruiting, Outlook, Strategy, Coaching, Social Media
Education
University of Illinois at Chicago 1998 — 2002
Bachelors in Liberal Arts and Sciences, Psychology, Spanish
Lincoln Park High School, Chicago
Diploma, Fine Arts, Dance
DLC, LLC January 2006 - Present
ADP, Inc August 2005 - January 2006
Morningstar, Inc March 2004 - July 2005
EXPRESS January 2003 - March 2004
New Hope Recovery Center September 2002 - January 2003
Haymarket Center March 1998 - September 2002
Skills
Training, Sales, Cold Calling, Management, Leadership, Recruiting, Outlook, Strategy, Coaching, Social Media
Education
University of Illinois at Chicago 1998 — 2002
Bachelors in Liberal Arts and Sciences, Psychology, Spanish
Lincoln Park High School, Chicago
Diploma, Fine Arts, Dance
John Slack John Slack's Morningstar, Inc. Experience May 2004 - August 2007
Job Tech Finance Professional, Advisor, Investor
Industry Information Technology and Services
Experience
Quickswood Capital Partners January 2014 - Present
various start-ups July 2013 - Present
Emulex January 2013 - April 2013
Caris & Company February 2012 - December 2012
Citi April 2010 - December 2011
Citi August 2007 - April 2010
Morningstar, Inc May 2004 - August 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Private Equity, Investment Banking, Mergers & Acquisitions, Morningstar Direct, Emerging Markets, Venture Capital, Strategy, Forecasting, Equity Valuation, Portfolio Management, Investments, Capital Markets, Hedge Funds, Bloomberg, Asset Managment, Financial Analysis, Fixed Income, DCF, Series 7, Investment Management, Corporate Finance, Alternative Investments, Mutual Funds, Chartered Financial..., Cloud Computing, SaaS, IaaS, Business Strategy, Mergers
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance & Strategy
Hamilton College
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE)
General Course Diploma (Year Abroad), Economics
Quickswood Capital Partners January 2014 - Present
various start-ups July 2013 - Present
Emulex January 2013 - April 2013
Caris & Company February 2012 - December 2012
Citi April 2010 - December 2011
Citi August 2007 - April 2010
Morningstar, Inc May 2004 - August 2007
Skills
Equity Research, Valuation, Equities, Financial Modeling, Private Equity, Investment Banking, Mergers & Acquisitions, Morningstar Direct, Emerging Markets, Venture Capital, Strategy, Forecasting, Equity Valuation, Portfolio Management, Investments, Capital Markets, Hedge Funds, Bloomberg, Asset Managment, Financial Analysis, Fixed Income, DCF, Series 7, Investment Management, Corporate Finance, Alternative Investments, Mutual Funds, Chartered Financial..., Cloud Computing, SaaS, IaaS, Business Strategy, Mergers
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance & Strategy
Hamilton College
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE)
General Course Diploma (Year Abroad), Economics
Carolyn Valahu Carolyn Valahu's Morningstar, Inc. Experience September 2011 - September 2014
Job Human Resources, Learning & Development at kCura
Industry Human Resources
Experience
kCura September 2014 - Present
Morningstar Inc. September 2011 - September 2014
Morningstar UK Ltd. May 2010 - December 2011
Morningstar UK Ltd. November 2008 - May 2010
Lettuce Entertain You October 2007 - October 2008
Elks National Foundation October 2006 - May 2007
Skills
Event Planning, Human Resources, Employee Training, Corporate Events, Event Management, Training, Public Speaking, Recruiting, Leadership Development, Leadership, Morningstar Direct, Management, Data Analysis, Sales, Program Management, Employee Benefits, Marketing, Project Planning, Staff Development
Education
Alliance Francaise 2007 — 2007
Council of Europe Fluency of French Diploma, French Language
Roosevelt University 2005 — 2007
Masters of Arts, Integrated Marketing Communications
University of Colorado Boulder 2001 — 2005
Bachelor's of Arts, Sociology
kCura September 2014 - Present
Morningstar Inc. September 2011 - September 2014
Morningstar UK Ltd. May 2010 - December 2011
Morningstar UK Ltd. November 2008 - May 2010
Lettuce Entertain You October 2007 - October 2008
Elks National Foundation October 2006 - May 2007
Skills
Event Planning, Human Resources, Employee Training, Corporate Events, Event Management, Training, Public Speaking, Recruiting, Leadership Development, Leadership, Morningstar Direct, Management, Data Analysis, Sales, Program Management, Employee Benefits, Marketing, Project Planning, Staff Development
Education
Alliance Francaise 2007 — 2007
Council of Europe Fluency of French Diploma, French Language
Roosevelt University 2005 — 2007
Masters of Arts, Integrated Marketing Communications
University of Colorado Boulder 2001 — 2005
Bachelor's of Arts, Sociology
Marianne Wright's Morningstar, Inc. Experience August 2012 - Present
Job Operations Supervisor at Morningstar
Industry Financial Services
Experience
Morningstar Inc. August 2012 - Present
Aditya Birla Minacs April 2001 - September 2012
Aditya Birla Minacs August 2009 - May 2011
Aditya Birla Minacs March 1994 - April 2001
Greendale Garden Products October 1991 - March 1994
Standard Auto Glass/Vanfax April 1988 - March 1989
Salmon Arm Savings and Credit Union June 1979 - August 1986
Skills
Team Leadership, Creative Problem Solving, Organisational Skills, Performance Management, Goal Development, Progressive Discipline, Staff Management, Call Center, Customer Satisfaction, Management, Team Management, Customer Service, Highly detail oriented, Call Centers, BPO, Analysis, Customer Retention, Avaya, Sales, Leadership, Customer Experience
Education
Niagara College
Apprenticeship Program, Call Centre Representative
Salmon Arm Senior Secondary School
Morningstar Inc. August 2012 - Present
Aditya Birla Minacs April 2001 - September 2012
Aditya Birla Minacs August 2009 - May 2011
Aditya Birla Minacs March 1994 - April 2001
Greendale Garden Products October 1991 - March 1994
Standard Auto Glass/Vanfax April 1988 - March 1989
Salmon Arm Savings and Credit Union June 1979 - August 1986
Skills
Team Leadership, Creative Problem Solving, Organisational Skills, Performance Management, Goal Development, Progressive Discipline, Staff Management, Call Center, Customer Satisfaction, Management, Team Management, Customer Service, Highly detail oriented, Call Centers, BPO, Analysis, Customer Retention, Avaya, Sales, Leadership, Customer Experience
Education
Niagara College
Apprenticeship Program, Call Centre Representative
Salmon Arm Senior Secondary School
Samantha Keen Samantha Keen's Morningstar, Inc. Experience August 2002 - December 2005
Job Start The Business You Love
Industry Health, Wellness and Fitness
Experience
Start The Business You Love http://www.samanthakeen.com/ July 2015 - Present
Vital Switch LLC August 2007 - December 2014
Vital Switch LLC August 2007 - February 2014
Fairfax Media January 2001 - January 2008
Morningstar Inc. August 2002 - December 2005
AAP News Australia 1996 - 1998
The Wall Street Journal 1995 - 1996
Skills
SEO, Editing, Journalism, Blogging, Copy Editing, Personal Development, Social Media Marketing, Press Releases, Newsletters, Social Networking, Advertising, Marketing, Web Design, Photography, Publishing, Teaching, Creative Writing, Social Media, Copywriting, Stress Management, Management, Publications, Online Marketing, Training, Editorial, Strategic Communications
Education
Clairvision School of Meditation 2001 — 2015
IST, Meditation, Consciousness, Vitality, Stress, Chronic Fatigue Syndrome Recovery, Burnout
Swinburne University of Technology 2010 — 2011
Masters Arts, Writing
The University of Western Australia 1990 — 1994
Bachelor Arts, English Literature, Economics, Politics, Legal Business Framework
Start The Business You Love http://www.samanthakeen.com/ July 2015 - Present
Vital Switch LLC August 2007 - December 2014
Vital Switch LLC August 2007 - February 2014
Fairfax Media January 2001 - January 2008
Morningstar Inc. August 2002 - December 2005
AAP News Australia 1996 - 1998
The Wall Street Journal 1995 - 1996
Skills
SEO, Editing, Journalism, Blogging, Copy Editing, Personal Development, Social Media Marketing, Press Releases, Newsletters, Social Networking, Advertising, Marketing, Web Design, Photography, Publishing, Teaching, Creative Writing, Social Media, Copywriting, Stress Management, Management, Publications, Online Marketing, Training, Editorial, Strategic Communications
Education
Clairvision School of Meditation 2001 — 2015
IST, Meditation, Consciousness, Vitality, Stress, Chronic Fatigue Syndrome Recovery, Burnout
Swinburne University of Technology 2010 — 2011
Masters Arts, Writing
The University of Western Australia 1990 — 1994
Bachelor Arts, English Literature, Economics, Politics, Legal Business Framework
Thomas Rosenak Thomas Rosenak's Morningstar, Inc. Experience May 2009 - August 2009
Job Masters in Science Predictive Analytics at Northwestern University | Data Science and Statistics Professional
Industry Financial Services
Experience
Northwestern University January 2011 - March 2015
Eagle 7 Trading July 2010 - November 2010
Morningstar, Inc May 2009 - August 2009
Birkennbach Investments May 2008 - August 2008
Northwestern University 2007 - 2008
Skills
Data Analysis, Microsoft Excel, Analytics, PowerPoint, Management, Marketing, Leadership, Financial Analysis, Fantasy Sports, R, SAS Programming, Microsoft Office, Analysis
Education
Northwestern University 2012 — 2015
MSPA, Predictive Analytics
Miami University 2006 — 2010
Bachelor of Science in Business, Business; Finance
Northwestern University January 2011 - March 2015
Eagle 7 Trading July 2010 - November 2010
Morningstar, Inc May 2009 - August 2009
Birkennbach Investments May 2008 - August 2008
Northwestern University 2007 - 2008
Skills
Data Analysis, Microsoft Excel, Analytics, PowerPoint, Management, Marketing, Leadership, Financial Analysis, Fantasy Sports, R, SAS Programming, Microsoft Office, Analysis
Education
Northwestern University 2012 — 2015
MSPA, Predictive Analytics
Miami University 2006 — 2010
Bachelor of Science in Business, Business; Finance
Hari Narayan's Morningstar, Inc. Experience July 2014 - Present
Job Performance Analyst, US Funds at Morningstar
Industry Financial Services
Experience
Morningstar Inc. July 2014 - Present
KPMG India June 2012 - December 2012
AIESEC Illinois January 2012 - December 2012
Skills
Public Speaking, Team Leadership, Business Strategy, Research, Data Analysis, Financial Modeling, DCF Valuation
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor’s Degree, Economics, Informatics, Materials Science
NUS High School of Mathematics and Science 2005 — 2008
Mathematics, Physics, and Chemistry
Morningstar Inc. July 2014 - Present
KPMG India June 2012 - December 2012
AIESEC Illinois January 2012 - December 2012
Skills
Public Speaking, Team Leadership, Business Strategy, Research, Data Analysis, Financial Modeling, DCF Valuation
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor’s Degree, Economics, Informatics, Materials Science
NUS High School of Mathematics and Science 2005 — 2008
Mathematics, Physics, and Chemistry
Beth Winchell Beth Winchell's Morningstar, Inc. Experience September 2009 - June 2011
Job Senior Associate, PwC Advisory
Industry Management Consulting
Experience
PwC September 2015 - Present
PwC June 2014 - September 2014
Morningstar March 2011 - August 2013
Morningstar, Inc September 2009 - June 2011
Morningstar, Inc July 2008 - August 2009
Kenyon College Writing Center September 2007 - May 2008
National Eating Disorders Association June 2007 - August 2007
Skills
Data Analysis, Investments, Editing, Microsoft Excel, Qualitative Research, Market Research, Process Improvement, Finance, Management
Education
University of Washington 2013 — 2015
Master of Business Administration (MBA)
Kenyon College 2004 — 2008
BA, English, Psychology
PwC September 2015 - Present
PwC June 2014 - September 2014
Morningstar March 2011 - August 2013
Morningstar, Inc September 2009 - June 2011
Morningstar, Inc July 2008 - August 2009
Kenyon College Writing Center September 2007 - May 2008
National Eating Disorders Association June 2007 - August 2007
Skills
Data Analysis, Investments, Editing, Microsoft Excel, Qualitative Research, Market Research, Process Improvement, Finance, Management
Education
University of Washington 2013 — 2015
Master of Business Administration (MBA)
Kenyon College 2004 — 2008
BA, English, Psychology
Falshunnee Bradford Falshunnee Bradford's Morningstar, Inc. Experience September 2012 - Present
Job Integrated Web Tools Project Manager at MORNINGSTAR INC.
Industry Financial Services
Experience
MORNINGSTAR INC. September 2012 - Present
Morningstar, Inc November 2010 - Present
Morningstar August 2008 - November 2010
Morningstar, Inc January 2005 - August 2008
Finetre Corporation August 1999 - December 2004
Skills
Product Management, Project Management, Team Management, Data Analysis, Investments, Financial Services, Business Analysis, Relationship Management, Software Project..., Analytics, Integration, Customer Relations, Vendor Management, Morningstar Direct, Management, Finance, Asset Management, Leadership, Risk Management, Competitive Analysis, Business Process..., Cross-functional Team...
Education
Southern Illinois University, Carbondale
Bachelor of Arts
The University of Memphis
MA
MORNINGSTAR INC. September 2012 - Present
Morningstar, Inc November 2010 - Present
Morningstar August 2008 - November 2010
Morningstar, Inc January 2005 - August 2008
Finetre Corporation August 1999 - December 2004
Skills
Product Management, Project Management, Team Management, Data Analysis, Investments, Financial Services, Business Analysis, Relationship Management, Software Project..., Analytics, Integration, Customer Relations, Vendor Management, Morningstar Direct, Management, Finance, Asset Management, Leadership, Risk Management, Competitive Analysis, Business Process..., Cross-functional Team...
Education
Southern Illinois University, Carbondale
Bachelor of Arts
The University of Memphis
MA
Aine Zhou's Morningstar, Inc. Experience June 2011 - September 2011
Job Parsons M.F.A Candidate
Industry Design
Experience
Parsons School for Design August 2015 - Present
Candyspace Media November 2014 - July 2015
Weber Shandwick December 2012 - November 2014
2nd Copy January 2012 - May 2012
Morningstar Inc. June 2011 - September 2011
Killian Branding January 2011 - April 2011
Skills
Advertising, Graphic Design, Logo Design, Visual Communication, Painting, Drawing, Interaction Design, Information Design, InDesign, Photoshop, Adobe Creative Suite, Illustrator, Typography, Illustration, Art Direction
Education
Parsons School of Design 2015 — 2017
Master of Fine Arts (M.F.A.), Design and Technology
The School of the Art Institute of Chicago 2008 — 2012
Visual Communications
University of the Arts London 2011 — 2011
Advertising
Parsons School for Design August 2015 - Present
Candyspace Media November 2014 - July 2015
Weber Shandwick December 2012 - November 2014
2nd Copy January 2012 - May 2012
Morningstar Inc. June 2011 - September 2011
Killian Branding January 2011 - April 2011
Skills
Advertising, Graphic Design, Logo Design, Visual Communication, Painting, Drawing, Interaction Design, Information Design, InDesign, Photoshop, Adobe Creative Suite, Illustrator, Typography, Illustration, Art Direction
Education
Parsons School of Design 2015 — 2017
Master of Fine Arts (M.F.A.), Design and Technology
The School of the Art Institute of Chicago 2008 — 2012
Visual Communications
University of the Arts London 2011 — 2011
Advertising
Jason Ren, CFA Jason Ren, CFA's Morningstar, Inc. Experience November 2010 - April 2012
Job Director, Global AnalystREITs at Duff & Phelps Investment Management Co.
Industry Financial Services
Experience
Duff & Phelps Investment Management Co. March 2015 - Present
Duff & Phelps Investment Management Co. May 2012 - March 2015
Morningstar, Inc November 2010 - April 2012
Morningstar July 2009 - November 2010
Morningstar July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
American Civil Liberties Union of NJ June 2006 - August 2006
Skills
Equity Valuation, Cash Flow Forecasting, Juggling, Valuation, Financial Modeling, Equity Research, Competitive Analysis, Equities, Bloomberg, Finance, Asset Allocation, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Chartered Financial..., DCF, Investment Management, Hedge Funds
Education
Williams College 2004 — 2008
Bachelor of Arts, Economics and History
University of Oxford 2006 — 2007
Study Abroad, Economics, History, Art
Dunellen High School 2000 — 2004
Duff & Phelps Investment Management Co. March 2015 - Present
Duff & Phelps Investment Management Co. May 2012 - March 2015
Morningstar, Inc November 2010 - April 2012
Morningstar July 2009 - November 2010
Morningstar July 2008 - July 2009
Lehman Brothers July 2007 - August 2007
Lehman Brothers July 2007 - August 2007
American Civil Liberties Union of NJ June 2006 - August 2006
Skills
Equity Valuation, Cash Flow Forecasting, Juggling, Valuation, Financial Modeling, Equity Research, Competitive Analysis, Equities, Bloomberg, Finance, Asset Allocation, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Chartered Financial..., DCF, Investment Management, Hedge Funds
Education
Williams College 2004 — 2008
Bachelor of Arts, Economics and History
University of Oxford 2006 — 2007
Study Abroad, Economics, History, Art
Dunellen High School 2000 — 2004
Kristan M. Rowland, CFA Kristan M. Rowland, CFA's Morningstar, Inc. Experience September 2004 - May 2007
Job Buyside Equity Research, International Financials at William Blair
Industry Investment Management
Experience
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
William Blair October 2015 - Present
William Blair and Company July 2011 - Present
Mesirow Financial May 2007 - April 2011
Morningstar, Inc September 2004 - May 2007
Skills
Asset Management, Equities, Valuation, Investments, Portfolio Management, Financial Modeling, Equity Research, Finance, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Economics
University of Notre Dame
BA, Economics, French
Dennis Leise Dennis Leise's Morningstar, Inc. Experience August 2001 - August 2006
Job Senior QA Analyst at AwardSpring
Industry Education Management
Experience
AwardSpring December 2014 - Present
Cappex.com May 2013 - Present
Belvedere Trading, LLC August 2010 - May 2013
Morningstar August 2006 - August 2010
Morningstar 2006 - August 2010
Morningstar Inc August 2001 - August 2006
Morningstar 1999 - 2006
Morningstar Inc November 1999 - August 2001
Excell Personnel Services 1998 - 1998
Unimast Incorporated 1997 - 1998
Skills
Quality Assurance, Portfolio Management, Testing, Agile Methodologies, Options, SDLC, C++, SQL, Process Improvement, Enterprise Software, Leadership, Business Analysis, Technical Writing, Visio, Data Analysis, Management
Education
Slippery Rock University of Pennsylvania 1993 — 1997
BA, Communication
Slippery Rock University
Bachelor of Arts, Communication
AwardSpring December 2014 - Present
Cappex.com May 2013 - Present
Belvedere Trading, LLC August 2010 - May 2013
Morningstar August 2006 - August 2010
Morningstar 2006 - August 2010
Morningstar Inc August 2001 - August 2006
Morningstar 1999 - 2006
Morningstar Inc November 1999 - August 2001
Excell Personnel Services 1998 - 1998
Unimast Incorporated 1997 - 1998
Skills
Quality Assurance, Portfolio Management, Testing, Agile Methodologies, Options, SDLC, C++, SQL, Process Improvement, Enterprise Software, Leadership, Business Analysis, Technical Writing, Visio, Data Analysis, Management
Education
Slippery Rock University of Pennsylvania 1993 — 1997
BA, Communication
Slippery Rock University
Bachelor of Arts, Communication
Eric Weber's Morningstar, Inc. Experience June 2003 - May 2006
Job Managing Director | National Sales Manager | Investment Management | "Engine for Tomorrow's Growth"
Industry Investment Management
Experience
The Hartford May 2006 - January 2015
Morningstar, Inc June 2003 - May 2006
mPower March 1999 - June 2003
Imperial Bank 1997 - 1999
Wells Fargo 1986 - 1997
Skills
401k, Mutual Funds, Series 7, Investments, Series 63, Retirement, Asset Allocation, Fixed Income, Retirement Planning, Alternative Investments, Series 6, Leadership, Retirement Plan..., Sales Management, Investment Strategies, Securities, Investment Advisory, Asset Management, Uniform Combined State..., Relationship Management, FINRA, Defined Benefit, Equities, Investment Management, Separately Managed..., Employee Benefits, Series 24, Wealth Management, Sales, Series 65, Financial Services, Institutional..., Critical Thinking, Defined Contribution, Fixed Annuities, ETFs, Financial Advisory, ERISA, Business Strategy, Asset Managment, Pensions, Bonds, Institutional, Morningstar, Strategic Financial..., Managing Director, National Sales Manager, Financial Planning
Education
Fordham University
BS, Finance
The Hartford May 2006 - January 2015
Morningstar, Inc June 2003 - May 2006
mPower March 1999 - June 2003
Imperial Bank 1997 - 1999
Wells Fargo 1986 - 1997
Skills
401k, Mutual Funds, Series 7, Investments, Series 63, Retirement, Asset Allocation, Fixed Income, Retirement Planning, Alternative Investments, Series 6, Leadership, Retirement Plan..., Sales Management, Investment Strategies, Securities, Investment Advisory, Asset Management, Uniform Combined State..., Relationship Management, FINRA, Defined Benefit, Equities, Investment Management, Separately Managed..., Employee Benefits, Series 24, Wealth Management, Sales, Series 65, Financial Services, Institutional..., Critical Thinking, Defined Contribution, Fixed Annuities, ETFs, Financial Advisory, ERISA, Business Strategy, Asset Managment, Pensions, Bonds, Institutional, Morningstar, Strategic Financial..., Managing Director, National Sales Manager, Financial Planning
Education
Fordham University
BS, Finance
Shisi Peng's Morningstar, Inc. Experience June 2005 - July 2005
Job MBA Candidate at University of Chicago Booth School of Business
Industry Information Technology and Services
Experience
University of Chicago Booth School of Business August 2014 - Present
Ernst & Young LLP July 2008 - July 2014
Lurie Beskiof Lapidus & Company January 2008 - June 2008
Schmitt & Associates, LLC September 2007 - December 2007
Morningstar, Inc June 2005 - July 2005
Skills
Internal Controls, ERP, Business Process, SAP, IT Audit, SDLC, Business Analysis, CRM, Auditing, Management, Project Management, Consulting, Information Technology, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management, Finance, Graduate Program of Healthcare Administration and Policies
New Jersey Institute of Technology 2007 — 2007
Master’s Degree, Information Systems, 4.0/4.0
HKUST Business School 2003 — 2006
Bachelor of Business Administration, Accounting
Shiyan
Shiyan
University of Chicago Booth School of Business August 2014 - Present
Ernst & Young LLP July 2008 - July 2014
Lurie Beskiof Lapidus & Company January 2008 - June 2008
Schmitt & Associates, LLC September 2007 - December 2007
Morningstar, Inc June 2005 - July 2005
Skills
Internal Controls, ERP, Business Process, SAP, IT Audit, SDLC, Business Analysis, CRM, Auditing, Management, Project Management, Consulting, Information Technology, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management, Finance, Graduate Program of Healthcare Administration and Policies
New Jersey Institute of Technology 2007 — 2007
Master’s Degree, Information Systems, 4.0/4.0
HKUST Business School 2003 — 2006
Bachelor of Business Administration, Accounting
Shiyan
Shiyan
Bethany Rule Vedder Bethany Rule Vedder's Morningstar, Inc. Experience 1993 - 1996
Job Owner at Thin Line Design
Industry Individual & Family Services
Experience
Thin Line Design January 2000 - Present
Jacquard Associates January 2000 - June 2013
SaneMoms.com December 2007 - February 2013
Sane Mom Coach October 2003 - March 2009
Gooitech Inc. 1998 - 2000
Platinum Technology 1996 - 1998
Morningstar Inc 1993 - 1996
Skills
Graphic Design, Advertising, Logo Design, Creative Direction, Web Design, Adobe Creative Suite, InDesign, Social Media Marketing, Copywriting, Online Marketing, Art Direction, Editing, Marketing Strategy, Direct Mail, Graphics, Illustrator, Marketing, Layout, Illustration, Photoshop, Entrepreneurship, Marketing Communications, HTML, Start-ups, Creative Strategy, Coaching, Corporate Communications, Publications, Typography, Strategic Communications, Publishing, Leadership, Brand Development, Management, Social Networking, Newsletters, Corporate Branding, Direct Marketing, Digital Marketing, Blogging, Small Business, Website Development, Integrated Marketing, Facebook, Magazines, Web Development, Branding & Identity, User Experience, Brochures, Press Releases
Education
University of Illinois at Chicago 1989 — 1993
BFA
Addison Trail 1986 — 1989
Thin Line Design January 2000 - Present
Jacquard Associates January 2000 - June 2013
SaneMoms.com December 2007 - February 2013
Sane Mom Coach October 2003 - March 2009
Gooitech Inc. 1998 - 2000
Platinum Technology 1996 - 1998
Morningstar Inc 1993 - 1996
Skills
Graphic Design, Advertising, Logo Design, Creative Direction, Web Design, Adobe Creative Suite, InDesign, Social Media Marketing, Copywriting, Online Marketing, Art Direction, Editing, Marketing Strategy, Direct Mail, Graphics, Illustrator, Marketing, Layout, Illustration, Photoshop, Entrepreneurship, Marketing Communications, HTML, Start-ups, Creative Strategy, Coaching, Corporate Communications, Publications, Typography, Strategic Communications, Publishing, Leadership, Brand Development, Management, Social Networking, Newsletters, Corporate Branding, Direct Marketing, Digital Marketing, Blogging, Small Business, Website Development, Integrated Marketing, Facebook, Magazines, Web Development, Branding & Identity, User Experience, Brochures, Press Releases
Education
University of Illinois at Chicago 1989 — 1993
BFA
Addison Trail 1986 — 1989
Brandon CruzZavala Brandon CruzZavala's Morningstar, Inc. Experience February 2006 - February 2009
Job System Administrator
Industry Information Technology and Services
Experience
Chicago Community Trust July 2011 - December 2011
Simage April 2009 - March 2011
MorningStar Inc February 2006 - February 2009
Alternative Resources Corporation August 2002 - February 2005
Health Care Services Corporation Blue Cross & Blue Shield December 2001 - August 2002
Allegiance Telecom June 2000 - June 2001
InterAccess Co March 1998 - June 2000
Skills
Active Directory, Computer Hardware..., Microsoft Office
Education
Illinois Institute of Art 2000 — 2005
Bachelors, Media Arts & Animation
Chicago Community Trust July 2011 - December 2011
Simage April 2009 - March 2011
MorningStar Inc February 2006 - February 2009
Alternative Resources Corporation August 2002 - February 2005
Health Care Services Corporation Blue Cross & Blue Shield December 2001 - August 2002
Allegiance Telecom June 2000 - June 2001
InterAccess Co March 1998 - June 2000
Skills
Active Directory, Computer Hardware..., Microsoft Office
Education
Illinois Institute of Art 2000 — 2005
Bachelors, Media Arts & Animation
Kristi Givens Kristi Givens's Morningstar, Inc. Experience May 1994 - December 1994
Job Owner, Meg&Me Design
Industry Graphic Design
Experience
Meg&Me Design January 2004 - Present
Toomey Associates Ltd January 1998 - January 2006
LKH&S, Inc January 1995 - January 1998
Morningstar Inc May 1994 - December 1994
Skills
Adobe Creative Suite, Web Design, Packaging, Logo Design, Creative Direction, Brand Management, HTML scripting, Hand Lettering, Direct Mail, Web Project Management, Packaging Design, B2B Marketing, Corporate Identity, Branding Initiatives, Branding & Identity, Graphic Design, Marketing, Calligraphy, Copywriting, Branding
Education
Iowa State University 1991 — 1995
BFA, Graphic Design
Iowa State University 1991 — 1995
BFA in Graphic Design, Graphic Design
Meg&Me Design January 2004 - Present
Toomey Associates Ltd January 1998 - January 2006
LKH&S, Inc January 1995 - January 1998
Morningstar Inc May 1994 - December 1994
Skills
Adobe Creative Suite, Web Design, Packaging, Logo Design, Creative Direction, Brand Management, HTML scripting, Hand Lettering, Direct Mail, Web Project Management, Packaging Design, B2B Marketing, Corporate Identity, Branding Initiatives, Branding & Identity, Graphic Design, Marketing, Calligraphy, Copywriting, Branding
Education
Iowa State University 1991 — 1995
BFA, Graphic Design
Iowa State University 1991 — 1995
BFA in Graphic Design, Graphic Design
David Meats's Morningstar, Inc. Experience February 2014 - Present
Job Equity Analyst at Morningstar
Industry Financial Services
Experience
Morningstar Inc February 2014 - Present
Raymond James June 2012 - February 2014
Morgan Stanley June 2011 - August 2011
Eni SpA July 2008 - June 2010
Burren Energy September 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Equity Research, Corporate Finance, Equities, Financial Analysis, Investments, Upstream, Business Strategy, Energy, Analysis, Portfolio Management, Accounting, Asset Management, Bloomberg, Equity Valuation, Finance
Education
The University of Chicago - Booth School of Business 2000 — 2012
MBA, Business Administration
University of London 2005 — 2006
MSc, Petroleum Geology
University of Nottingham 2000 — 2004
MSci, Physics
Morningstar Inc February 2014 - Present
Raymond James June 2012 - February 2014
Morgan Stanley June 2011 - August 2011
Eni SpA July 2008 - June 2010
Burren Energy September 2006 - June 2008
Skills
Financial Modeling, Economics, Valuation, Equity Research, Corporate Finance, Equities, Financial Analysis, Investments, Upstream, Business Strategy, Energy, Analysis, Portfolio Management, Accounting, Asset Management, Bloomberg, Equity Valuation, Finance
Education
The University of Chicago - Booth School of Business 2000 — 2012
MBA, Business Administration
University of London 2005 — 2006
MSc, Petroleum Geology
University of Nottingham 2000 — 2004
MSci, Physics
Chip Robison Chip Robison's Morningstar, Inc. Experience April 2011 - March 2013
Job National Account Manager at Colorado Bankers Life
Industry Financial Services
Experience
Colorado Bankers Life August 2015 - Present
Thomson Reuters May 2013 - January 2015
Morningstar Inc April 2011 - March 2013
Advanced Sales Corporation November 2007 - May 2011
JHR Energy Inc. 2004 - 2007
DWS Scudder Investments 1984 - 2003
Skills
Asset Management, Wholesaling, Annuity, Mutual Funds, ETFs, Investments, Annuities, Financial Planning, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Sales Management, Financial Services, Portfolio Management, Alternative Investments, Separately Managed..., Fixed Income, Strategic Financial..., Series 65, Fixed Annuities, Investment Strategies, Finance, Management, FINRA, Series 6, Employee Benefits, Investment Management, Retirement, Series 7, Series 63, Asset Managment, Business Development, Variable Annuities, Relationship Management, Hedge Funds, Wholesale, Financial Advisory, Sales, Equities, Securities, 401k, Life Insurance
Education
University of Iowa 1979 — 1983
B.B.A. Finance, Finance/Risk Management
University of Iowa 1979 — 1983
B.B.A. Finance, Finance
Colorado Bankers Life August 2015 - Present
Thomson Reuters May 2013 - January 2015
Morningstar Inc April 2011 - March 2013
Advanced Sales Corporation November 2007 - May 2011
JHR Energy Inc. 2004 - 2007
DWS Scudder Investments 1984 - 2003
Skills
Asset Management, Wholesaling, Annuity, Mutual Funds, ETFs, Investments, Annuities, Financial Planning, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Sales Management, Financial Services, Portfolio Management, Alternative Investments, Separately Managed..., Fixed Income, Strategic Financial..., Series 65, Fixed Annuities, Investment Strategies, Finance, Management, FINRA, Series 6, Employee Benefits, Investment Management, Retirement, Series 7, Series 63, Asset Managment, Business Development, Variable Annuities, Relationship Management, Hedge Funds, Wholesale, Financial Advisory, Sales, Equities, Securities, 401k, Life Insurance
Education
University of Iowa 1979 — 1983
B.B.A. Finance, Finance/Risk Management
University of Iowa 1979 — 1983
B.B.A. Finance, Finance
Ward Seward Ward Seward's Morningstar, Inc. Experience June 1995 - June 1999
Job Sr. Manager, Web Development at HIMSS
Industry Internet
Experience
HIMSS October 2013 - Present
HIMSS August 2002 - October 2013
Business Logic Corp January 2001 - June 2002
iParenting January 2000 - October 2000
Commonwealth Edison June 1999 - January 2000
Morningstar, Inc June 1995 - June 1999
Skills
JavaScript, Dreamweaver, Photoshop, DHTML, XML, Windows, CSS, HTML, XHTML, HTML5, Web Design, jQuery, User Interface Design, User Experience, Graphic Design, Web Development
Education
Illinois State University 1990 — 1995
BS, Graphic Design
HIMSS October 2013 - Present
HIMSS August 2002 - October 2013
Business Logic Corp January 2001 - June 2002
iParenting January 2000 - October 2000
Commonwealth Edison June 1999 - January 2000
Morningstar, Inc June 1995 - June 1999
Skills
JavaScript, Dreamweaver, Photoshop, DHTML, XML, Windows, CSS, HTML, XHTML, HTML5, Web Design, jQuery, User Interface Design, User Experience, Graphic Design, Web Development
Education
Illinois State University 1990 — 1995
BS, Graphic Design
Tricia Rothschild's Morningstar, Inc. Experience April 2001 - September 2012
Job Head of Global Advisor and Wealth Management Solutions, Morningstar
Industry Financial Services
Experience
Morningstar, Inc April 2001 - September 2012
Morningstar, Inc April 1993 - April 2001
Education
Indiana University Bloomington 1990 — 1992
Master of Arts (M.A.), Russian and Eastern European Economics
Northwestern University 1985 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
Morningstar, Inc April 2001 - September 2012
Morningstar, Inc April 1993 - April 2001
Education
Indiana University Bloomington 1990 — 1992
Master of Arts (M.A.), Russian and Eastern European Economics
Northwestern University 1985 — 1989
Bachelor of Arts (B.A.), Communication and Media Studies
Jian Wang Jian Wang's Morningstar, Inc. Experience May 2011 - August 2012
Job Software Engineer at Yelp
Industry Computer Software
Experience
Yelp January 2015 - Present
Zoosk December 2013 - December 2014
Zynga August 2012 - December 2013
Morningstar, Inc May 2011 - August 2012
Microsoft June 2010 - August 2010
Skills
C++, C#, Databases, Testing, SQL, PHP, Memcached, Analytics, Java, HTML, MySQL, Amazon Web Services..., Ganglia, Splunk, Algorithms, Linux, Matlab, JavaScript, Python, C
Education
University of Michigan 2009 — 2011
BSE, Computer Science Engineering
Shanghai Jiao Tong University 2007 — 2009
B.S.E, Electrical Engineering
Yelp January 2015 - Present
Zoosk December 2013 - December 2014
Zynga August 2012 - December 2013
Morningstar, Inc May 2011 - August 2012
Microsoft June 2010 - August 2010
Skills
C++, C#, Databases, Testing, SQL, PHP, Memcached, Analytics, Java, HTML, MySQL, Amazon Web Services..., Ganglia, Splunk, Algorithms, Linux, Matlab, JavaScript, Python, C
Education
University of Michigan 2009 — 2011
BSE, Computer Science Engineering
Shanghai Jiao Tong University 2007 — 2009
B.S.E, Electrical Engineering
Pete Downes Pete Downes's Morningstar, Inc. Experience January 1991 - January 1996
Job Database Analyst at International Health Management Associates, Inc.
Industry Information Services
Experience
International Health Management Associates, Inc. December 2014 - Present
Database Insight September 2014 - December 2014
GE Capital August 2010 - July 2014
Database Insight January 2010 - August 2010
READY SET COMPANIES May 2007 - October 2009
Detail at Retail 2003 - 2007
Bigger Than Huge Studios October 1996 - January 2000
Cap Gemini Ernst & Young January 1996 - January 2000
MORNINGSTAR, INC January 1991 - January 1996
Skills
Management, Access, Project Management, Leadership, Microsoft Excel, Training, Analysis, Human Resources, Outlook, Customer Service, Team Leadership, Data Analysis, Retail, Microsoft Word, Forecasting, Team Building, Business Analysis, Process Improvement, Marketing, Software Documentation, Databases, Sales Operations, Inventory Management, Microsoft Office, Business Intelligence, VBA, PHP, Customer Satisfaction, Payroll, CRM, Integration, PeopleSoft, Strategic Planning, Microsoft SQL Server, MySQL
Education
Michigan State University 1983 — 1989
Bachelor's Degree, Multidisciplinary Studies
International Health Management Associates, Inc. December 2014 - Present
Database Insight September 2014 - December 2014
GE Capital August 2010 - July 2014
Database Insight January 2010 - August 2010
READY SET COMPANIES May 2007 - October 2009
Detail at Retail 2003 - 2007
Bigger Than Huge Studios October 1996 - January 2000
Cap Gemini Ernst & Young January 1996 - January 2000
MORNINGSTAR, INC January 1991 - January 1996
Skills
Management, Access, Project Management, Leadership, Microsoft Excel, Training, Analysis, Human Resources, Outlook, Customer Service, Team Leadership, Data Analysis, Retail, Microsoft Word, Forecasting, Team Building, Business Analysis, Process Improvement, Marketing, Software Documentation, Databases, Sales Operations, Inventory Management, Microsoft Office, Business Intelligence, VBA, PHP, Customer Satisfaction, Payroll, CRM, Integration, PeopleSoft, Strategic Planning, Microsoft SQL Server, MySQL
Education
Michigan State University 1983 — 1989
Bachelor's Degree, Multidisciplinary Studies
Arturo Frausto, MBA Arturo Frausto, MBA's Morningstar, Inc. Experience September 2008 - November 2013
Job Vice President of Sales at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions July 2015 - Present
Morningstar December 2013 - July 2015
Morningstar Inc. September 2008 - November 2013
Morningstar October 2006 - August 2008
Morningstar May 2005 - September 2006
JPMorgan Chase & Co. May 2004 - April 2005
Prudential Financial May 2003 - April 2004
Skills
Portfolio Management, Investments, Asset Managment, Equities, Capital Markets, Investment Management, Strategy, Financial Modeling, Financial Services, Finance, Business Development, Risk Management, Financial Analysis, Valuation, Asset Allocation, Management, Wealth Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Business
Informa Investment Solutions July 2015 - Present
Morningstar December 2013 - July 2015
Morningstar Inc. September 2008 - November 2013
Morningstar October 2006 - August 2008
Morningstar May 2005 - September 2006
JPMorgan Chase & Co. May 2004 - April 2005
Prudential Financial May 2003 - April 2004
Skills
Portfolio Management, Investments, Asset Managment, Equities, Capital Markets, Investment Management, Strategy, Financial Modeling, Financial Services, Finance, Business Development, Risk Management, Financial Analysis, Valuation, Asset Allocation, Management, Wealth Management, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Business Administration, Management and Operations
University of Illinois at Urbana-Champaign 1999 — 2003
Economics, Business
Hailin Li, Ph.D., CFA Hailin Li, Ph.D., CFA's Morningstar, Inc. Experience June 2010 - May 2012
Job CEO at yHLsoft, Inc.
Industry Financial Services
Experience
yHLsoft, Inc. July 2012 - Present
Morningstar, Inc June 2010 - May 2012
Morningstar,Inc March 2003 - May 2010
Morningstar January 1999 - February 2003
Skills
Product Management, Product Development, Business Strategy, Portfolio Management, Financial Services, Morningstar Direct, Risk Management, Analytics, Competitive Analysis, Mergers & Acquisitions, Strategy, Asset Management, Alternative Investments, Investments, Valuation, Equities, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
EMBA, Business Administration and Management, General
State University of New York at Stony Brook 1991 — 1996
Doctor of Philosophy (Ph.D.), Physics
Peking University 1984 — 1988
Bachelor of Science (B.S.), Physics
yHLsoft, Inc. July 2012 - Present
Morningstar, Inc June 2010 - May 2012
Morningstar,Inc March 2003 - May 2010
Morningstar January 1999 - February 2003
Skills
Product Management, Product Development, Business Strategy, Portfolio Management, Financial Services, Morningstar Direct, Risk Management, Analytics, Competitive Analysis, Mergers & Acquisitions, Strategy, Asset Management, Alternative Investments, Investments, Valuation, Equities, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2006 — 2008
EMBA, Business Administration and Management, General
State University of New York at Stony Brook 1991 — 1996
Doctor of Philosophy (Ph.D.), Physics
Peking University 1984 — 1988
Bachelor of Science (B.S.), Physics
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.
Dawn Xiao Dawn Xiao's Morningstar, Inc. Experience January 2002 - Present
Job Senior Software Engineer
Industry Financial Services
Experience
Morningstar Inc. January 2002 - Present
TELLABS INC. January 2001 - January 2002
LUCENT TECHNOLOGIES, INC. December 1997 - January 2001
INTERNATIONAL IMAGING ELECTRONICS, INC. June 1996 - December 1997
Skills
C++/C, C#, Java, iText, XML, XSD, iTextSharp, ASP, Visual Basic, HTML, SQL, Microsoft Visual Studio..., .NET, Eclipse, Software Development, Testing, Databases, TCP/IP, OOP, Subversion, Web Services, Agile Methodologies, SDLC, C++
Education
Illinois Institute of Technology
Master's Degree, Computer Science
Beijing University Of Technology
Master's Degree, Electrical Engineering
Tsinghua University
Bachelor's Degree, Electrical Engineering
Morningstar Inc. January 2002 - Present
TELLABS INC. January 2001 - January 2002
LUCENT TECHNOLOGIES, INC. December 1997 - January 2001
INTERNATIONAL IMAGING ELECTRONICS, INC. June 1996 - December 1997
Skills
C++/C, C#, Java, iText, XML, XSD, iTextSharp, ASP, Visual Basic, HTML, SQL, Microsoft Visual Studio..., .NET, Eclipse, Software Development, Testing, Databases, TCP/IP, OOP, Subversion, Web Services, Agile Methodologies, SDLC, C++
Education
Illinois Institute of Technology
Master's Degree, Computer Science
Beijing University Of Technology
Master's Degree, Electrical Engineering
Tsinghua University
Bachelor's Degree, Electrical Engineering
Maurice A. West II, MA Maurice A. West II, MA's Morningstar, Inc. Experience May 2008 - May 2009
Job Director of Career Development and Adjunct Professor of Psychology at Rockford University
Industry Higher Education
Experience
Rockford University August 2013 - Present
Rockford University August 2014 - Present
Rockford Career College July 2013 - September 2013
Rock Valley College January 2010 - August 2013
Starlight Theatre April 2007 - August 2010
United Airlines July 2009 - July 2009
Morningstar, Inc May 2008 - May 2009
Personnel Board of Jefferson County October 2008 - March 2009
Artists Ensemble August 2008 - September 2008
Skills
SPSS, Microsoft Office, Counseling, Talent Assessment, Psychology, Interviewing, Excel, Word, PowerPoint, Organizational..., Leadership Development, Interviews, Public Speaking, Coaching, Human Resources, Fundraising, Nonprofits, Event Planning, Microsoft Word, Social Networking, Team Building, Leadership, Social Media, Recruiting, Talent Management, Training, Microsoft Excel, Conflict Resolution, Career Counseling, Psychotherapy, Community Outreach, Management, Staff Development, Higher Education, Career Development, Marketing, Program Development, Resume Writing, Budgets, Instructional Design, Teaching, Volunteer Management, Adult Education, Policy, Research
Education
The Chicago School of Professional Psychology 2007 — 2009
Master of Arts, Industrial and Organizational Psychology
Illinois College 2003 — 2007
Bachelor of Science, Psychology
Rockford University August 2013 - Present
Rockford University August 2014 - Present
Rockford Career College July 2013 - September 2013
Rock Valley College January 2010 - August 2013
Starlight Theatre April 2007 - August 2010
United Airlines July 2009 - July 2009
Morningstar, Inc May 2008 - May 2009
Personnel Board of Jefferson County October 2008 - March 2009
Artists Ensemble August 2008 - September 2008
Skills
SPSS, Microsoft Office, Counseling, Talent Assessment, Psychology, Interviewing, Excel, Word, PowerPoint, Organizational..., Leadership Development, Interviews, Public Speaking, Coaching, Human Resources, Fundraising, Nonprofits, Event Planning, Microsoft Word, Social Networking, Team Building, Leadership, Social Media, Recruiting, Talent Management, Training, Microsoft Excel, Conflict Resolution, Career Counseling, Psychotherapy, Community Outreach, Management, Staff Development, Higher Education, Career Development, Marketing, Program Development, Resume Writing, Budgets, Instructional Design, Teaching, Volunteer Management, Adult Education, Policy, Research
Education
The Chicago School of Professional Psychology 2007 — 2009
Master of Arts, Industrial and Organizational Psychology
Illinois College 2003 — 2007
Bachelor of Science, Psychology
Josh Oppenheim-Rothschild Josh Oppenheim-Rothschild's Morningstar, Inc. Experience May 2009 - June 2009
Job Lead Creative at SimpliSafe
Industry Marketing and Advertising
Experience
SimpliSafe July 2015 - Present
SimpliSafe August 2014 - July 2015
SimpliSafe July 2013 - August 2014
Bicycle Transportation Alliance March 2013 - July 2013
Gilt Groupe October 2011 - June 2013
Reed College August 2009 - January 2011
Morningstar, Inc May 2009 - June 2009
Skills
Copywriting, E-commerce, E-commerce Optimization, Conversion Optimization, Email Marketing, PPC, Web Marketing, Qualitative Research, User Experience, Oral & Written..., Development..., Fundraising
Education
Reed College 2007 — 2011
B.A, English
SimpliSafe July 2015 - Present
SimpliSafe August 2014 - July 2015
SimpliSafe July 2013 - August 2014
Bicycle Transportation Alliance March 2013 - July 2013
Gilt Groupe October 2011 - June 2013
Reed College August 2009 - January 2011
Morningstar, Inc May 2009 - June 2009
Skills
Copywriting, E-commerce, E-commerce Optimization, Conversion Optimization, Email Marketing, PPC, Web Marketing, Qualitative Research, User Experience, Oral & Written..., Development..., Fundraising
Education
Reed College 2007 — 2011
B.A, English
Shane P. O'Neil, Scrum Master Certified (SMC)'s Morningstar, Inc. Experience August 2007 - January 2011
Job Manager, Business Systems Analysis, Global Cyber Security Studio at Deloitte
Industry Internet
Experience
Deloitte September 2015 - Present
Deloitte October 2013 - September 2015
Publicis Groupe January 2011 - June 2013
Morningstar Inc. August 2007 - January 2011
Premier Farnell (Newark Electronics/Element 14) February 2004 - August 2007
Washington Mutual Bank October 2002 - February 2004
SAP America 1998 - 2002
Eastern Mountain Sports March 1991 - 1998
Skills
MS Project, Process Improvement, Six Sigma, People Management, Budgeting, Operations Management, Team Leadership, Business Analysis, Cross-functional Team..., Change Management, Team Building, Project Delivery, Project Planning, Requirements Analysis, Team Management, Business Process, Project Implementation, Program Management, Project Management, Budgets, Management, Testing, Management Consulting, Analysis, Requirements Gathering, Leadership, Business Strategy, Training, Digital Marketing, Vendor Management, Forecasting, Strategic Planning, Mobile Devices, Business Process..., Integrated Marketing, E-commerce, SDLC, HTML 5, SQL, Business Requirements, Functional Requirements, Requirement..., Agile Methodologies, Waterfall, SharePoint, Project Portfolio..., Agile Scrum, Scrum, Microsoft Project, CRM
Education
North Park University 2002 — 2004
Master of Science (M.S.), Business Administration and Management, General
Southern New Hampshire University 1988 — 1991
Bachelor of Science (B.S.), Business Communications, Journalism
Trinity High School, Manchester, NH
High school, General Studies
Deloitte September 2015 - Present
Deloitte October 2013 - September 2015
Publicis Groupe January 2011 - June 2013
Morningstar Inc. August 2007 - January 2011
Premier Farnell (Newark Electronics/Element 14) February 2004 - August 2007
Washington Mutual Bank October 2002 - February 2004
SAP America 1998 - 2002
Eastern Mountain Sports March 1991 - 1998
Skills
MS Project, Process Improvement, Six Sigma, People Management, Budgeting, Operations Management, Team Leadership, Business Analysis, Cross-functional Team..., Change Management, Team Building, Project Delivery, Project Planning, Requirements Analysis, Team Management, Business Process, Project Implementation, Program Management, Project Management, Budgets, Management, Testing, Management Consulting, Analysis, Requirements Gathering, Leadership, Business Strategy, Training, Digital Marketing, Vendor Management, Forecasting, Strategic Planning, Mobile Devices, Business Process..., Integrated Marketing, E-commerce, SDLC, HTML 5, SQL, Business Requirements, Functional Requirements, Requirement..., Agile Methodologies, Waterfall, SharePoint, Project Portfolio..., Agile Scrum, Scrum, Microsoft Project, CRM
Education
North Park University 2002 — 2004
Master of Science (M.S.), Business Administration and Management, General
Southern New Hampshire University 1988 — 1991
Bachelor of Science (B.S.), Business Communications, Journalism
Trinity High School, Manchester, NH
High school, General Studies
Yolanda Salinas's Morningstar, Inc. Experience January 2000 - May 2000
Job Graphic Designer at Brandenburg Industrial Service Company
Industry Construction
Experience
Brandenburg Industrial Service Company July 2007 - Present
Brandenburg Industrial Service Company February 2002 - July 2007
Axiom Solutions, Inc. October 2001 - December 2001
Three Communication Design, LLC June 2001 - September 2001
Kym Abrams Design March 2001 - June 2001
Studio Blue October 2000 - December 2000
Morningstar Inc. January 2000 - May 2000
Illinois Institute of Technology September 1999 - December 1999
Skills
Typography, Graphic Design, Creative Direction, Art Direction, Corporate Identity, Branding & Identity, Visual Communication, Brochures, Advertising, Banners, Logo Design, Layout, Business Cards, Web Design, Photography, Adobe Creative Suite, InDesign, Photoshop, QuarkXPress, Adobe Muse, Illustrator, Microsoft Office
Education
University of Illinois at Chicago 1994 — 2000
Bachelor of Fine Arts, Graphic Design
Curie High School 1989 — 1993
Music, Concert and Marching Band
Brandenburg Industrial Service Company July 2007 - Present
Brandenburg Industrial Service Company February 2002 - July 2007
Axiom Solutions, Inc. October 2001 - December 2001
Three Communication Design, LLC June 2001 - September 2001
Kym Abrams Design March 2001 - June 2001
Studio Blue October 2000 - December 2000
Morningstar Inc. January 2000 - May 2000
Illinois Institute of Technology September 1999 - December 1999
Skills
Typography, Graphic Design, Creative Direction, Art Direction, Corporate Identity, Branding & Identity, Visual Communication, Brochures, Advertising, Banners, Logo Design, Layout, Business Cards, Web Design, Photography, Adobe Creative Suite, InDesign, Photoshop, QuarkXPress, Adobe Muse, Illustrator, Microsoft Office
Education
University of Illinois at Chicago 1994 — 2000
Bachelor of Fine Arts, Graphic Design
Curie High School 1989 — 1993
Music, Concert and Marching Band
Kate Botler's Morningstar, Inc. Experience June 2005 - July 2007
Job Head of Business Recruiting & HRBP at Lyft
Industry Internet
Experience
Lyft November 2013 - Present
Russell Reynolds Associates September 2011 - November 2013
Newmark Knight Frank May 2010 - September 2011
COACH, Inc. September 2009 - September 2010
Skadden, Arps July 2007 - July 2008
Morningstar, Inc June 2005 - July 2007
Federal Trade Commission May 2003 - August 2004
Skills
Research, Social Media, Digital Media, Mergers, Marketing Strategy, Market Research, E-commerce, Digital Marketing, Business Development, Start-ups, Marketing, Recruiting, Private Equity, Social Media Marketing, Strategy, Mergers & Acquisitions, Leadership, Legal Research, CRM, Management
Education
Fordham University School of Law
Doctor of Law (JD)
Northwestern University
Bachelor of Arts (BA), History
Lyft November 2013 - Present
Russell Reynolds Associates September 2011 - November 2013
Newmark Knight Frank May 2010 - September 2011
COACH, Inc. September 2009 - September 2010
Skadden, Arps July 2007 - July 2008
Morningstar, Inc June 2005 - July 2007
Federal Trade Commission May 2003 - August 2004
Skills
Research, Social Media, Digital Media, Mergers, Marketing Strategy, Market Research, E-commerce, Digital Marketing, Business Development, Start-ups, Marketing, Recruiting, Private Equity, Social Media Marketing, Strategy, Mergers & Acquisitions, Leadership, Legal Research, CRM, Management
Education
Fordham University School of Law
Doctor of Law (JD)
Northwestern University
Bachelor of Arts (BA), History
Chad Mollman Chad Mollman's Morningstar, Inc. Experience January 2011 - May 2014
Job Senior Analyst, Value Equities at Tributary Capital Management
Industry Investment Management
Experience
Tributary Capital Management August 2015 - Present
Discovery Quantitative Value Funds LLC June 2014 - July 2015
Morningstar Inc. January 2011 - May 2014
Skills
Investment Management, Value Investing, Portfolio Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Value Investing
University of Iowa - Henry B. Tippie College of Business
B.B.A., Major: Finance. Minor: Psychology.
Tributary Capital Management August 2015 - Present
Discovery Quantitative Value Funds LLC June 2014 - July 2015
Morningstar Inc. January 2011 - May 2014
Skills
Investment Management, Value Investing, Portfolio Management
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Value Investing
University of Iowa - Henry B. Tippie College of Business
B.B.A., Major: Finance. Minor: Psychology.
Andrew DeLoach's Morningstar, Inc. Experience June 2008 - August 2008
Job Director, Trading Operations at Chimera Securities
Industry Financial Services
Experience
Chimera Securities January 2012 - Present
Chimera Securities June 2010 - January 2012
Mathnasium. LLC January 2010 - January 2012
Middlebury College January 2009 - May 2010
Hi-Five Sports May 2009 - August 2009
Morningstar INC June 2008 - August 2008
Skills
Anvil, Lightspeed, Microsoft Excel, Finance, Research, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Statistics, Investments, Electronic Trading, Series 24, General Securities..., Series 4, Series 56, Equity Trading, Trading Systems, Proprietary Trading, Trading, Trading Strategies, Series 7
Education
Middlebury College 2006 — 2010
Bachelor of Arts, Mathematics, Economics
Chimera Securities January 2012 - Present
Chimera Securities June 2010 - January 2012
Mathnasium. LLC January 2010 - January 2012
Middlebury College January 2009 - May 2010
Hi-Five Sports May 2009 - August 2009
Morningstar INC June 2008 - August 2008
Skills
Anvil, Lightspeed, Microsoft Excel, Finance, Research, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Statistics, Investments, Electronic Trading, Series 24, General Securities..., Series 4, Series 56, Equity Trading, Trading Systems, Proprietary Trading, Trading, Trading Strategies, Series 7
Education
Middlebury College 2006 — 2010
Bachelor of Arts, Mathematics, Economics
Anjlee Majmudar's Morningstar, Inc. Experience March 2010 - July 2011
Job Sr. Manager, Advertising / Email Strategy at RealtyTrac; previously @ Spotify
Industry Information Technology and Services
Experience
RealtyTrac January 2015 - Present
RealtyTrac January 2014 - Present
Vantage Media September 2013 - January 2014
Spotify July 2012 - August 2013
AOL August 2011 - July 2012
Morningstar, Inc March 2010 - July 2011
Monster.com October 2008 - September 2009
NCH Marketing Services October 2006 - October 2008
CareerBuilder.com October 2005 - September 2006
Skills
DoubleClick, Advertising, Ad Serving, Email Marketing, Online Advertising, Lead Generation, Digital Marketing, Salesforce.com, Google Adwords, Facebook Marketing, Twitter Ads, Google Analytics, Atlas, Web Analytics, DART for Publishers, FatTail, OAS, 24/7 Operations, Adtech, Omniture, MediaMind, Pointroll, comScore, QlikView, Neilson, Dynamic Logic, Mediaplex, RTB, Right Media, Basecamp, JIRA, LinkedIn Advertising, DFP, OpenX, Twitter Marketing
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Marketing
RealtyTrac January 2015 - Present
RealtyTrac January 2014 - Present
Vantage Media September 2013 - January 2014
Spotify July 2012 - August 2013
AOL August 2011 - July 2012
Morningstar, Inc March 2010 - July 2011
Monster.com October 2008 - September 2009
NCH Marketing Services October 2006 - October 2008
CareerBuilder.com October 2005 - September 2006
Skills
DoubleClick, Advertising, Ad Serving, Email Marketing, Online Advertising, Lead Generation, Digital Marketing, Salesforce.com, Google Adwords, Facebook Marketing, Twitter Ads, Google Analytics, Atlas, Web Analytics, DART for Publishers, FatTail, OAS, 24/7 Operations, Adtech, Omniture, MediaMind, Pointroll, comScore, QlikView, Neilson, Dynamic Logic, Mediaplex, RTB, Right Media, Basecamp, JIRA, LinkedIn Advertising, DFP, OpenX, Twitter Marketing
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Marketing
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
Konark Patel's Morningstar, Inc. Experience May 2006 - Present
Job Operations Manager, Retirement Solutions Morningstar Investments
Industry Financial Services
Experience
Morningstar, Inc May 2006 - Present
Ibbotson October 2003 - April 2006
American Management Systems August 2000 - October 2003
Skills
Morningstar, Retirement, Asset Managment, Financial Services, Mutual Funds, Asset Management, Morningstar Direct, Hedge Funds, Asset Allocation, Software Project..., Investments
Education
DePaul University 2003 — 2005
MBA, Strategic Management
University of Chicago 1996 — 2000
Economics
Morningstar, Inc May 2006 - Present
Ibbotson October 2003 - April 2006
American Management Systems August 2000 - October 2003
Skills
Morningstar, Retirement, Asset Managment, Financial Services, Mutual Funds, Asset Management, Morningstar Direct, Hedge Funds, Asset Allocation, Software Project..., Investments
Education
DePaul University 2003 — 2005
MBA, Strategic Management
University of Chicago 1996 — 2000
Economics
Yunde Zhong's Morningstar, Inc. Experience May 2005 - May 2006
Job Financial Engineer at Allston Trading LLC
Industry Capital Markets
Experience
Allston Trading July 2009 - Present
Allston Trading December 2006 - June 2009
Trading Technologies May 2006 - December 2006
Morningstar Inc. May 2005 - May 2006
Rush University Medical Center May 2004 - May 2005
University of Illinois at Chicago August 2003 - May 2004
Schlumberger Sema July 2002 - August 2003
Chinese Academy of Sciences August 2000 - July 2002
Skills
Electronic Trading, Matlab, C++, Trading Systems, Trading Strategies, Quantitative Finance, Derivatives, Data Mining, Fixed Income, Market Data, Quantitative Analytics, Trading
Education
University of Illinois at Chicago 2003 — 2006
Ph.D., Electrical & Computer Engineering
Chinese Academy of Sciences 1999 — 2002
M.S., Pattern Recognition & Artificial Intelligence
Tianjin University 1995 — 1999
B.E., Industry Automation
Allston Trading July 2009 - Present
Allston Trading December 2006 - June 2009
Trading Technologies May 2006 - December 2006
Morningstar Inc. May 2005 - May 2006
Rush University Medical Center May 2004 - May 2005
University of Illinois at Chicago August 2003 - May 2004
Schlumberger Sema July 2002 - August 2003
Chinese Academy of Sciences August 2000 - July 2002
Skills
Electronic Trading, Matlab, C++, Trading Systems, Trading Strategies, Quantitative Finance, Derivatives, Data Mining, Fixed Income, Market Data, Quantitative Analytics, Trading
Education
University of Illinois at Chicago 2003 — 2006
Ph.D., Electrical & Computer Engineering
Chinese Academy of Sciences 1999 — 2002
M.S., Pattern Recognition & Artificial Intelligence
Tianjin University 1995 — 1999
B.E., Industry Automation
David Hunsinger's Morningstar, Inc. Experience January 2005 - April 2006
Job Director, Variable Annuities at Beacon Research
Industry Financial Services
Experience
Impetus Technologies June 2006 - August 2007
Morningstar Inc. January 2005 - April 2006
VARDS 1999 - 2006
Finetre Corporation July 2003 - December 2004
Wachovia Corporation January 2002 - June 2003
Info-One February 2000 - December 2001
LOMA November 1996 - January 2000
Atlanta Committee for the Olympic Games September 1993 - August 1996
ACOG 1993 - 1996
Skills
Process Improvement, Mergers & Acquisitions, Sports Marketing, Advertising, Leadership, Sponsorship, Sales Management, Project Management, Training, Change Management, Outsourcing, Event Planning, CRM, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
MBA
University of Florida 1990 — 1993
Impetus Technologies June 2006 - August 2007
Morningstar Inc. January 2005 - April 2006
VARDS 1999 - 2006
Finetre Corporation July 2003 - December 2004
Wachovia Corporation January 2002 - June 2003
Info-One February 2000 - December 2001
LOMA November 1996 - January 2000
Atlanta Committee for the Olympic Games September 1993 - August 1996
ACOG 1993 - 1996
Skills
Process Improvement, Mergers & Acquisitions, Sports Marketing, Advertising, Leadership, Sponsorship, Sales Management, Project Management, Training, Change Management, Outsourcing, Event Planning, CRM, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 1999 — 2001
MBA
University of Florida 1990 — 1993
Paul Nafziger's Morningstar, Inc. Experience July 2010 - August 2011
Job Consultant/Financial Vertical
Industry Information Technology and Services
Experience
MORNINGSTAR, INC July 2010 - August 2011
INTERACTIVE DATA CORP February 2007 - November 2009
TELERATE/REUTERS January 2002 - January 2006
BISYS January 2001 - January 2002
Kaplan Professional January 1999 - January 2000
DOW JONES / TELERATE January 1991 - January 1999
Skills
Contract Negotiations, Contract Negotiation, Competitive Analysis, Sales Operations, Sales, Direct Sales, Strategy, Forecasting, Lead Generation, Sales Management, Negotiation, Pricing, Management, Leadership, Business Development, Strategic Planning, Strategic Partnerships, CRM, Account Management, Salesforce.com
Education
Quincy University 1977 — 1981
BS, Marketing and Business Management
MORNINGSTAR, INC July 2010 - August 2011
INTERACTIVE DATA CORP February 2007 - November 2009
TELERATE/REUTERS January 2002 - January 2006
BISYS January 2001 - January 2002
Kaplan Professional January 1999 - January 2000
DOW JONES / TELERATE January 1991 - January 1999
Skills
Contract Negotiations, Contract Negotiation, Competitive Analysis, Sales Operations, Sales, Direct Sales, Strategy, Forecasting, Lead Generation, Sales Management, Negotiation, Pricing, Management, Leadership, Business Development, Strategic Planning, Strategic Partnerships, CRM, Account Management, Salesforce.com
Education
Quincy University 1977 — 1981
BS, Marketing and Business Management
Michael Acas's Morningstar, Inc. Experience March 2008 - July 2008
Job
Industry Nonprofit Organization Management
Experience
American Planning Association June 2011 - Present
Sterling Trader, Inc. March 2009 - June 2011
Herzum, Inc July 2008 - March 2009
Morningstar, Inc March 2008 - July 2008
Sokol & Co. December 2004 - March 2008
Infinet Chicago, Inc. June 2002 - December 2004
Lind-Waldock & Co. LLC October 2001 - May 2002
Lind-Waldock & Co. LLC February 2001 - October 2001
Lind-Waldock & Co. LLC April 2000 - February 2001
Skills
Trading Systems, Linux, SQL, Disaster Recovery, Technical Analysis, Technical Support, Perl, Electronic Trading, C#, Java, Databases, Microsoft SQL Server, Enterprise Architecture
Education
DePaul University 1995 — 1999
BSA, Literature
American Planning Association June 2011 - Present
Sterling Trader, Inc. March 2009 - June 2011
Herzum, Inc July 2008 - March 2009
Morningstar, Inc March 2008 - July 2008
Sokol & Co. December 2004 - March 2008
Infinet Chicago, Inc. June 2002 - December 2004
Lind-Waldock & Co. LLC October 2001 - May 2002
Lind-Waldock & Co. LLC February 2001 - October 2001
Lind-Waldock & Co. LLC April 2000 - February 2001
Skills
Trading Systems, Linux, SQL, Disaster Recovery, Technical Analysis, Technical Support, Perl, Electronic Trading, C#, Java, Databases, Microsoft SQL Server, Enterprise Architecture
Education
DePaul University 1995 — 1999
BSA, Literature
Suren Lalwani's Morningstar, Inc. Experience June 2006 - August 2006
Job Commodites Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
British Petroleum June 2007 - September 2011
Alphametrix Investment Advisors September 2006 - May 2007
Morningstar Inc June 2006 - August 2006
Skills
Energy, Financial Analysis, Commodity, Trading, Derivatives, Risk Management, Financial Modeling, Commodity Markets, Bloomberg, Equities, Hedging, Options, Valuation, Fixed Income, Analysis, Portfolio Management, Market Risk
Education
Campion School 1987 — 1996
Illinois Institute of Technology
Masters, Finance
University of Mumbai
B.E., Electronics
Morgan Stanley October 2011 - Present
British Petroleum June 2007 - September 2011
Alphametrix Investment Advisors September 2006 - May 2007
Morningstar Inc June 2006 - August 2006
Skills
Energy, Financial Analysis, Commodity, Trading, Derivatives, Risk Management, Financial Modeling, Commodity Markets, Bloomberg, Equities, Hedging, Options, Valuation, Fixed Income, Analysis, Portfolio Management, Market Risk
Education
Campion School 1987 — 1996
Illinois Institute of Technology
Masters, Finance
University of Mumbai
B.E., Electronics
Bala Kora's Morningstar, Inc. Experience March 2014 - Present
Job Senior Application Architect at Morningstar
Industry Financial Services
Experience
Morningstar Inc March 2014 - Present
Morningstar Inc December 2011 - February 2014
Nationstar Mortgage July 2011 - December 2011
First American Title May 2006 - June 2011
Milliman Care Guidelines August 2005 - April 2006
JPMorgan Chase October 2004 - July 2005
Microsoft Corporation September 2003 - September 2004
Skills
.NET, C#, WCF, Microsoft SQL Server, Entity Framework, LINQ, ASP.NET MVC, ADO.NET, XML, JSON, jQuery, AJAX, SOAP, REST, SOA, Web Services, BizTalk, TFS, Git, Unity, Agile Methodologies, Scrum, Enterprise Architecture, Design Patterns, Continuous Integration
Education
University of Illinois at Chicago 2000 — 2003
Master’s Degree, Computer Science
Osmania University 1996 — 2000
Bachelor’s Degree, Computer Science
Morningstar Inc March 2014 - Present
Morningstar Inc December 2011 - February 2014
Nationstar Mortgage July 2011 - December 2011
First American Title May 2006 - June 2011
Milliman Care Guidelines August 2005 - April 2006
JPMorgan Chase October 2004 - July 2005
Microsoft Corporation September 2003 - September 2004
Skills
.NET, C#, WCF, Microsoft SQL Server, Entity Framework, LINQ, ASP.NET MVC, ADO.NET, XML, JSON, jQuery, AJAX, SOAP, REST, SOA, Web Services, BizTalk, TFS, Git, Unity, Agile Methodologies, Scrum, Enterprise Architecture, Design Patterns, Continuous Integration
Education
University of Illinois at Chicago 2000 — 2003
Master’s Degree, Computer Science
Osmania University 1996 — 2000
Bachelor’s Degree, Computer Science
Brian Lund's Morningstar, Inc. Experience 2003 - 2004
Job Analyst/Portfolio Manager at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments August 2004 - Present
Morningstar Inc 2003 - 2004
Morningstar January 2002 - April 2003
The Motley Fool 2000 - 2001
Skills
Chartered Financial..., Equity Research, Equities, Financial Modeling, Bloomberg, Investments, Asset Management, Valuation, Portfolio Management, Equity Valuation, Hedge Funds, Fixed Income, Financial Analysis, Mutual Funds, Capital Markets, Alternative Investments, Asset Managment, Investment Management
Education
University of North Carolina at Chapel Hill 1992 — 1997
MA, Latin
University of Minnesota-Twin Cities 1988 — 1992
BA, Greek and Latin, 3.90 GPA
ClearBridge Investments August 2004 - Present
Morningstar Inc 2003 - 2004
Morningstar January 2002 - April 2003
The Motley Fool 2000 - 2001
Skills
Chartered Financial..., Equity Research, Equities, Financial Modeling, Bloomberg, Investments, Asset Management, Valuation, Portfolio Management, Equity Valuation, Hedge Funds, Fixed Income, Financial Analysis, Mutual Funds, Capital Markets, Alternative Investments, Asset Managment, Investment Management
Education
University of North Carolina at Chapel Hill 1992 — 1997
MA, Latin
University of Minnesota-Twin Cities 1988 — 1992
BA, Greek and Latin, 3.90 GPA
Effie Taggio's Morningstar, Inc. Experience October 2010 - September 2014
Job Client Management and Inside Sales Manager at Morningstar Canada
Industry Financial Services
Experience
Morningstar, Inc October 2010 - September 2014
Morningstar September 2007 - September 2010
Morningstar May 2006 - September 2007
Skills
Sales, Team Management, Marketing, Management, Marketing Management, Training, Selling, Customer Retention, Salesforce.com, Competitive Analysis, Marketing Strategy, Market Research, Sales Management, CRM, Direct Marketing, Business Development, Lead Generation, Cold Calling, Sales Process, Email Marketing, Product Marketing, Sales Operations
Education
DePaul University 2002 — 2006
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Sales Concentration
DePaul University 2002 — 2006
Bachelor of Science, Business Administration and Management, General
Addison Trail High School
Morningstar, Inc October 2010 - September 2014
Morningstar September 2007 - September 2010
Morningstar May 2006 - September 2007
Skills
Sales, Team Management, Marketing, Management, Marketing Management, Training, Selling, Customer Retention, Salesforce.com, Competitive Analysis, Marketing Strategy, Market Research, Sales Management, CRM, Direct Marketing, Business Development, Lead Generation, Cold Calling, Sales Process, Email Marketing, Product Marketing, Sales Operations
Education
DePaul University 2002 — 2006
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
DePaul University 2002 — 2006
Bachelor of Science (B.S.), Sales Concentration
DePaul University 2002 — 2006
Bachelor of Science, Business Administration and Management, General
Addison Trail High School
Peggy Seemann's Morningstar, Inc. Experience October 1998 - Present
Job Senior Product Manager, Publications
Industry Financial Services
Experience
Morningstar Inc. October 1998 - Present
H2O Plus 1992 - 1998
Skills
Online Advertising, Digital Marketing, Digital Strategy, Mobile Advertising, Web Analytics, Analytics, Mobile Marketing, Strategic Partnerships, Digital Media, Omniture, Display Advertising, Interactive Marketing
Education
Loyola University Chicago 1981 — 1989
Morningstar Inc. October 1998 - Present
H2O Plus 1992 - 1998
Skills
Online Advertising, Digital Marketing, Digital Strategy, Mobile Advertising, Web Analytics, Analytics, Mobile Marketing, Strategic Partnerships, Digital Media, Omniture, Display Advertising, Interactive Marketing
Education
Loyola University Chicago 1981 — 1989
Mike Trigg's Morningstar, Inc. Experience 2001 - 2006
Job Portfolio Manager and Analyst at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management March 2006 - Present
Morningstar Inc 2001 - 2006
Motley Fool 2000 - 2001
Skills
Investments, Asset Management, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Equity Research
Education
Saint Louis University 1996 — 2000
Bachelor of Science, Finance
Rockhurst High School
WCM Investment Management March 2006 - Present
Morningstar Inc 2001 - 2006
Motley Fool 2000 - 2001
Skills
Investments, Asset Management, Valuation, Financial Modeling, Mutual Funds, Alternative Investments, Equity Research
Education
Saint Louis University 1996 — 2000
Bachelor of Science, Finance
Rockhurst High School
Colleen Gregorio's Morningstar, Inc. Experience November 2000 - Present
Job Account Executive Online Ad Sales at Morningstar Inc
Industry Marketing and Advertising
Experience
Morningstar Inc November 2000 - Present
Morningstar 2000 - Present
Education
Illinois State University 1990 — 1994
Morningstar Inc November 2000 - Present
Morningstar 2000 - Present
Education
Illinois State University 1990 — 1994
Raymond Tanuwidjaja's Morningstar, Inc. Experience July 2002 - March 2006
Job Business Analyst at The Nothern Trust Company
Industry Banking
Experience
The Nothern Trust Company April 2007 - Present
Morningstar Inc July 2002 - March 2006
Skills
SQL
Education
University of Michigan 1996 — 2000
The Nothern Trust Company April 2007 - Present
Morningstar Inc July 2002 - March 2006
Skills
SQL
Education
University of Michigan 1996 — 2000
Andrius Markvaldas's Morningstar, Inc. Experience May 2006 - May 2007
Job Technical Account Manager
Industry Computer Software
Experience
Hewlett-Packard September 2012 - Present
Technology-focused, proprietary option trading firm specializing in listed derivatives May 2007 - September 2012
Morningstar Inc May 2006 - May 2007
Goldenberg, Hehmeyer & Co 2002 - 2006
Arthur Andersen LLP June 1999 - June 2002
McKesson HBOC January 1998 - June 1999
Fuji Hunt Photochemical 1994 - 1998
Automated Concepts Inc. 1994 - 1994
Skills
Microsoft SQL Server, Disaster Recovery, SQL, Database Admin, VMware, Linux, Unix, Vertica, Databases, Distributed Systems, Systems Analysis, Market Data Tick Store, Big Data, Intelligent Information..., C#, C++, Python, Perl, ETL, Software Development, Database Administration, Data Warehousing, Virtualization, Business Intelligence, Agile Methodologies, Replication, Performance Tuning, High Availability, Shell Scripting, Visual Studio, SSRS, SSIS, Oracle, Database Design, Data Modeling, Enterprise Architecture, Cluster
Education
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics
Dale Carnegie 2011 — 2011
Skills for Success
DePaul University 2000 — 2005
MS, Distributed Systems
University of Minnesota-Twin Cities 1989 — 1993
BA, Chemistry, Economics
Hewlett-Packard September 2012 - Present
Technology-focused, proprietary option trading firm specializing in listed derivatives May 2007 - September 2012
Morningstar Inc May 2006 - May 2007
Goldenberg, Hehmeyer & Co 2002 - 2006
Arthur Andersen LLP June 1999 - June 2002
McKesson HBOC January 1998 - June 1999
Fuji Hunt Photochemical 1994 - 1998
Automated Concepts Inc. 1994 - 1994
Skills
Microsoft SQL Server, Disaster Recovery, SQL, Database Admin, VMware, Linux, Unix, Vertica, Databases, Distributed Systems, Systems Analysis, Market Data Tick Store, Big Data, Intelligent Information..., C#, C++, Python, Perl, ETL, Software Development, Database Administration, Data Warehousing, Virtualization, Business Intelligence, Agile Methodologies, Replication, Performance Tuning, High Availability, Shell Scripting, Visual Studio, SSRS, SSIS, Oracle, Database Design, Data Modeling, Enterprise Architecture, Cluster
Education
Northwestern University 2012 — 2014
Master of Science (MS), Predictive Analytics
Dale Carnegie 2011 — 2011
Skills for Success
DePaul University 2000 — 2005
MS, Distributed Systems
University of Minnesota-Twin Cities 1989 — 1993
BA, Chemistry, Economics
Catherine Hickey's Morningstar, Inc. Experience 1998 - 2002
Job Director, Capital Markets Research at Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group 2013 - Present
Marquette Associates 2013 - 2013
INTERNATIONAL FINANCE CORPORATION/WORLD BANK 2005 - 2012
STAX, INC 2004 - 2005
MORNINGSTAR, INC 1998 - 2002
STAR NEWSPAPERS 1997 - 1998
Skills
Corporate Governance, Report Writing, Speech Writing, Mutual Funds, Policy Analysis, Data Analysis, Marketing Communications, Social Media
Education
Northwestern University
BS, Journalism; Political Science and Spanish
THE WHARTON SCHOOL, University of Pennsylvania
Masters, Business Administration, Finance
Marco Consulting Group 2013 - Present
Marquette Associates 2013 - 2013
INTERNATIONAL FINANCE CORPORATION/WORLD BANK 2005 - 2012
STAX, INC 2004 - 2005
MORNINGSTAR, INC 1998 - 2002
STAR NEWSPAPERS 1997 - 1998
Skills
Corporate Governance, Report Writing, Speech Writing, Mutual Funds, Policy Analysis, Data Analysis, Marketing Communications, Social Media
Education
Northwestern University
BS, Journalism; Political Science and Spanish
THE WHARTON SCHOOL, University of Pennsylvania
Masters, Business Administration, Finance
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
Gary Burge's Morningstar, Inc. Experience 1999 - 2001
Job Business Advisor, Management Consultant, Experienced CPA and Financial Executive
Industry Management Consulting
Experience
Elements Massage Geneva, IL September 2012 - Present
Iris Mobile Corporation October 2011 - Present
Brilliant™ January 2010 - Present
Numerate Partners, LLC January 2010 - Present
Huron Consulting Group Inc 2002 - 2009
PrimeCo Wireless Communications 2001 - 2002
Morningstar, Inc 1999 - 2001
360° Communications 1997 - 1998
360 Communications Company 1996 - 1997
Centel / Sprint Cellular 1993 - 1996
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Forecasting, SEC filings, Acquisition Integration, Financial Modeling, Process Improvement, Strategic Financial..., GAAP, Due Diligence
Education
Northern Illinois University 1972 — 1976
BS, Accountancy
Elements Massage Geneva, IL September 2012 - Present
Iris Mobile Corporation October 2011 - Present
Brilliant™ January 2010 - Present
Numerate Partners, LLC January 2010 - Present
Huron Consulting Group Inc 2002 - 2009
PrimeCo Wireless Communications 2001 - 2002
Morningstar, Inc 1999 - 2001
360° Communications 1997 - 1998
360 Communications Company 1996 - 1997
Centel / Sprint Cellular 1993 - 1996
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Mergers & Acquisitions, Forecasting, SEC filings, Acquisition Integration, Financial Modeling, Process Improvement, Strategic Financial..., GAAP, Due Diligence
Education
Northern Illinois University 1972 — 1976
BS, Accountancy
ASHOK BACHU's Morningstar, Inc. Experience February 2005 - Present
Job Sr. SQL Server DBA at Morningstar Inc.
Industry Financial Services
Experience
Morningstar Inc. February 2005 - Present
Tata Consultancy Services America August 2001 - January 2005
Ibbotson Associates 2005 - 2005
Health Direct Inc. 2001 - 2005
Tata Consultancy Services August 1998 - August 2001
Skills
Microsoft SQL Server, SSIS, Software Project..., Data Modeling, Database Design, Data Warehousing, SDLC, T-SQL, Databases, Agile Methodologies, ETL, SQL, Morningstar Direct
Education
Sagi Ramakrishnam Raju Engineering College (Andhra University), Bhimavaram, Andhra Pradesh 1993 — 1997
B.E, Mechanical Engineering
Indian Institute of Technology, Kharagpur
M.Tech, Mechanical, Metallurgical Engineering
Morningstar Inc. February 2005 - Present
Tata Consultancy Services America August 2001 - January 2005
Ibbotson Associates 2005 - 2005
Health Direct Inc. 2001 - 2005
Tata Consultancy Services August 1998 - August 2001
Skills
Microsoft SQL Server, SSIS, Software Project..., Data Modeling, Database Design, Data Warehousing, SDLC, T-SQL, Databases, Agile Methodologies, ETL, SQL, Morningstar Direct
Education
Sagi Ramakrishnam Raju Engineering College (Andhra University), Bhimavaram, Andhra Pradesh 1993 — 1997
B.E, Mechanical Engineering
Indian Institute of Technology, Kharagpur
M.Tech, Mechanical, Metallurgical Engineering
Lauren Burley's Morningstar, Inc. Experience August 2009 - January 2011
Job Vice President at Grosvenor Capital Management, L.P
Industry Financial Services
Experience
Grosvenor Capital Ltd August 2015 - Present
Morningstar Associates, LLC December 2013 - August 2015
Outerwall August 2013 - December 2013
Outerwall July 2011 - August 2013
Morningstar January 2011 - July 2011
Morningstar Inc August 2009 - January 2011
Morningstar Inc July 2008 - August 2009
Skills
Strategy, Leadership, Project Planning, Competitive Analysis, Software Development, Financial Modeling, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, General Management, Marketing Management
Kenyon College 2004 — 2008
B.A., Economics
Mount Vernon High School
Grosvenor Capital Ltd August 2015 - Present
Morningstar Associates, LLC December 2013 - August 2015
Outerwall August 2013 - December 2013
Outerwall July 2011 - August 2013
Morningstar January 2011 - July 2011
Morningstar Inc August 2009 - January 2011
Morningstar Inc July 2008 - August 2009
Skills
Strategy, Leadership, Project Planning, Competitive Analysis, Software Development, Financial Modeling, Cross-functional Team...
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, General Management, Marketing Management
Kenyon College 2004 — 2008
B.A., Economics
Mount Vernon High School
Julie Koska's Morningstar, Inc. Experience August 2004 - Present
Job Experienced Product Manager and Operations Manager
Industry Financial Services
Experience
Morningstar Inc. August 2004 - Present
AXA Advisors 2002 - 2004
Skills
Mutual Funds, Equities, Fixed Income, Securities, Financial Markets, Derivatives, Asset Managment, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Options, Relationship Management, Trading Systems, Investments, Market Data, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Valuation, Trading, Wealth Management
Education
Kenyon College 1998 — 2002
Morningstar Inc. August 2004 - Present
AXA Advisors 2002 - 2004
Skills
Mutual Funds, Equities, Fixed Income, Securities, Financial Markets, Derivatives, Asset Managment, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Options, Relationship Management, Trading Systems, Investments, Market Data, Bloomberg, Capital Markets, Investment Banking, Financial Modeling, Valuation, Trading, Wealth Management
Education
Kenyon College 1998 — 2002
Andrew Lohmeier's Morningstar, Inc. Experience January 1994 - January 1996
Job Editorial Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments 1997 - June 2014
Putnam Investments January 1997 - January 2002
Fidelity Investments January 1996 - January 1997
Morningstar, Inc January 1994 - January 1996
Northwestern University January 1992 - January 1994
Skills
Marketing Communications, Editing, Investments, Blogging, Finance, Asset Allocation, Web Content, Content Management, Capital Markets, White Papers, Thought Leadership, Web Editing, Series 6, Information Graphics, Creative Direction, Creative Writing, Content Strategy, Content Writing, Content Development, Team Management, Portfolio Performance..., Economic History, Business History, Copy Editing, Web Video, Mutual Funds, Financial Services, Equities, Writing
Education
Northwestern University 1988 — 1995
M.A., Ph. D.
Georgetown University 1983 — 1987
BS
Putnam Investments June 2014 - Present
Putnam Investments 1997 - June 2014
Putnam Investments January 1997 - January 2002
Fidelity Investments January 1996 - January 1997
Morningstar, Inc January 1994 - January 1996
Northwestern University January 1992 - January 1994
Skills
Marketing Communications, Editing, Investments, Blogging, Finance, Asset Allocation, Web Content, Content Management, Capital Markets, White Papers, Thought Leadership, Web Editing, Series 6, Information Graphics, Creative Direction, Creative Writing, Content Strategy, Content Writing, Content Development, Team Management, Portfolio Performance..., Economic History, Business History, Copy Editing, Web Video, Mutual Funds, Financial Services, Equities, Writing
Education
Northwestern University 1988 — 1995
M.A., Ph. D.
Georgetown University 1983 — 1987
BS
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
Peter Vogt's Morningstar, Inc. Experience January 1996 - January 1997
Job Experienced Accounting and Financial Professional
Industry Accounting
Experience
CrossCom National, LLC July 2003 - June 2011
Hub Group Distribution Services January 2000 - January 2002
Jones Lang LaSalle January 1999 - January 2000
Platinum Technology January 1997 - January 1999
Morningstar, Inc January 1996 - January 1997
Lanier Worldwide, Inc January 1994 - January 1996
United States Marine Corp January 1986 - January 1990
Skills
Report Writing, Financial Systems..., Sales Tax, PeopleSoft, Account Reconciliation, Accounting, Accounts Receivable
Education
Lewis University 2000 — 2003
Masters, Business Administration; Management Information Systems2003
Northwood University 1993 — 1995
Bachelor, Business Administration; Accounting
CrossCom National, LLC July 2003 - June 2011
Hub Group Distribution Services January 2000 - January 2002
Jones Lang LaSalle January 1999 - January 2000
Platinum Technology January 1997 - January 1999
Morningstar, Inc January 1996 - January 1997
Lanier Worldwide, Inc January 1994 - January 1996
United States Marine Corp January 1986 - January 1990
Skills
Report Writing, Financial Systems..., Sales Tax, PeopleSoft, Account Reconciliation, Accounting, Accounts Receivable
Education
Lewis University 2000 — 2003
Masters, Business Administration; Management Information Systems2003
Northwood University 1993 — 1995
Bachelor, Business Administration; Accounting
Doug Baldwin's Morningstar, Inc. Experience April 1994 - April 1996
Job Business Manager at SmartVM, LLC
Industry Information Technology and Services
Experience
SmartVM, LLC December 2013 - Present
Swagelok October 2012 - November 2013
SMART SOLUTIONS, Inc October 2005 - April 2012
NETWORK TECHNOLOGIES, Inc November 2001 - October 2005
REXEL, Inc August 1998 - June 2001
PIONEER STANDARD ELECTRONICS August 1996 - August 1998
MORNINGSTAR, Inc April 1994 - April 1996
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Marketing Strategy, Project Management, Strategic Planning, Process Improvement, New Business Development, PowerPoint, Team Building, Team Leadership, Budget, Business Strategy, Change Management, Start-ups, Windows, Project Planning, Cisco Technologies, Sales Management, Business Planning, Business Development, Account Management, E-commerce, Product Management, Vendor Management, Software Industry, Sales, Budgets, Recruiting, Business Intelligence, Leadership, Marketing, Product Development, Coaching, Managed Services, Training, Cloud Computing, CRM, Strategy, IT Service Management, Troubleshooting, Management, Negotiation, Solution Selling, Business Analysis, Salesforce.com, Product Marketing, Key Account Management, Direct Sales
Education
Baker College 2000 — 2002
MBA, Marketing
Dale Carnegie Sales Strategy training 1996 — 1996
Sales Strategy - Telesales
Ohio University 1985 — 1990
Bachelor of Science (BS), Political Science and Management
Ohio University 1985 — 1990
Bachelor, General Studies
SmartVM, LLC December 2013 - Present
Swagelok October 2012 - November 2013
SMART SOLUTIONS, Inc October 2005 - April 2012
NETWORK TECHNOLOGIES, Inc November 2001 - October 2005
REXEL, Inc August 1998 - June 2001
PIONEER STANDARD ELECTRONICS August 1996 - August 1998
MORNINGSTAR, Inc April 1994 - April 1996
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Marketing Strategy, Project Management, Strategic Planning, Process Improvement, New Business Development, PowerPoint, Team Building, Team Leadership, Budget, Business Strategy, Change Management, Start-ups, Windows, Project Planning, Cisco Technologies, Sales Management, Business Planning, Business Development, Account Management, E-commerce, Product Management, Vendor Management, Software Industry, Sales, Budgets, Recruiting, Business Intelligence, Leadership, Marketing, Product Development, Coaching, Managed Services, Training, Cloud Computing, CRM, Strategy, IT Service Management, Troubleshooting, Management, Negotiation, Solution Selling, Business Analysis, Salesforce.com, Product Marketing, Key Account Management, Direct Sales
Education
Baker College 2000 — 2002
MBA, Marketing
Dale Carnegie Sales Strategy training 1996 — 1996
Sales Strategy - Telesales
Ohio University 1985 — 1990
Bachelor of Science (BS), Political Science and Management
Ohio University 1985 — 1990
Bachelor, General Studies
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
Peng Ren's Morningstar, Inc. Experience May 2007 - November 2007
Job Senior Analyst at Ibbotson Associates
Industry Investment Management
Experience
Ibbotson Associates (part of Morningstar) May 2012 - Present
Ibbotson Associates (part of Morningstar) January 2008 - May 2012
Morningstar, Inc May 2007 - November 2007
Morningstar, Inc December 2006 - May 2007
Skills
Financial Modeling, Portfolio Management, Equity Research, Equities, Asset Allocation, Mutual Funds, Investments, Valuation, Financial Analysis, Asset Managment, Alternative Investments, Investment Strategies, Fixed Income, Investment Management, Quantitative Analytics, Capital Markets, Asset Management, Options, Morningstar, Morningstar Direct
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master's Degree, Business Administrations; Finance, Strategic Management, Accounting, Economic Statistics
University of Illinois at Chicago 2004 — 2007
Bachelor, Finance, Accounting
Ibbotson Associates (part of Morningstar) May 2012 - Present
Ibbotson Associates (part of Morningstar) January 2008 - May 2012
Morningstar, Inc May 2007 - November 2007
Morningstar, Inc December 2006 - May 2007
Skills
Financial Modeling, Portfolio Management, Equity Research, Equities, Asset Allocation, Mutual Funds, Investments, Valuation, Financial Analysis, Asset Managment, Alternative Investments, Investment Strategies, Fixed Income, Investment Management, Quantitative Analytics, Capital Markets, Asset Management, Options, Morningstar, Morningstar Direct
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master's Degree, Business Administrations; Finance, Strategic Management, Accounting, Economic Statistics
University of Illinois at Chicago 2004 — 2007
Bachelor, Finance, Accounting
Mark Komissarouk's Morningstar, Inc. Experience June 2006 - April 2010
Job Developer at Mercer Investment Consulting
Industry Financial Services
Experience
Mercer Investment Consulting July 2011 - Present
IMC Financial Markets, LLC April 2010 - July 2011
Morningstar, Inc June 2006 - April 2010
Morningstar, Inc March 2004 - June 2006
Morningstar, Inc June 2000 - March 2004
Morningstar, Inc October 1999 - June 2000
Morningstar, Inc April 1999 - October 1999
Skills
VBA, Databases, SQL Server, Atlassian JIRA, Confluence, FoxPro, Microsoft Office, Microsoft Excel, Access, SSIS, Microsoft SQL Server, Morningstar Direct, Data Warehousing, MySQL, Scrum, C#, PL/SQL, Analysis
Education
DePaul University 2001 — 2004
M.S, Distributed Systems
University of Illinois at Urbana-Champaign - College of Business 1995 — 1998
BS, Finance
Mercer Investment Consulting July 2011 - Present
IMC Financial Markets, LLC April 2010 - July 2011
Morningstar, Inc June 2006 - April 2010
Morningstar, Inc March 2004 - June 2006
Morningstar, Inc June 2000 - March 2004
Morningstar, Inc October 1999 - June 2000
Morningstar, Inc April 1999 - October 1999
Skills
VBA, Databases, SQL Server, Atlassian JIRA, Confluence, FoxPro, Microsoft Office, Microsoft Excel, Access, SSIS, Microsoft SQL Server, Morningstar Direct, Data Warehousing, MySQL, Scrum, C#, PL/SQL, Analysis
Education
DePaul University 2001 — 2004
M.S, Distributed Systems
University of Illinois at Urbana-Champaign - College of Business 1995 — 1998
BS, Finance
Jordan Townes's Morningstar, Inc. Experience December 2004 - July 2008
Job Accounting Professional
Industry Accounting
Experience
MORNINGSTAR, INC December 2004 - July 2008
Morningstar, Inc July 1999 - December 2004
ALLTEL CORPORATION December 1998 - March 1999
360 Comunications December 1996 - November 1998
360 Communications April 1994 - December 1996
360 Communications December 1992 - March 1994
CHICAGO DEPARTMENT OF EDUCATION March 1990 - November 1992
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Analysis, Access, Microsoft Excel, Internal Audit, General Ledger, SAP, Leadership, Internal Controls, Balance, Finance, Financial Modeling, GAAP, US GAAP, Project Planning, Budgets, PeopleSoft, Accounts Receivable, Fixed Assets, Forecasting, Auditing, Tax, SEC filings, Mergers & Acquisitions, Managerial Finance, Sarbanes-Oxley, Human Resources, Microsoft Office, JD Edwards, Sarbanes-Oxley Act, Training, Journal Entries, Invoicing, Accounts Payable, Team Building, Analysis, Process Improvement, Strategic Planning, Cash Flow, Financial Statements, CPA, Account Reconciliation, Great Plains Software
Education
Jackson State University
Bachelor of Science, Accounting
MORNINGSTAR, INC December 2004 - July 2008
Morningstar, Inc July 1999 - December 2004
ALLTEL CORPORATION December 1998 - March 1999
360 Comunications December 1996 - November 1998
360 Communications April 1994 - December 1996
360 Communications December 1992 - March 1994
CHICAGO DEPARTMENT OF EDUCATION March 1990 - November 1992
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Analysis, Access, Microsoft Excel, Internal Audit, General Ledger, SAP, Leadership, Internal Controls, Balance, Finance, Financial Modeling, GAAP, US GAAP, Project Planning, Budgets, PeopleSoft, Accounts Receivable, Fixed Assets, Forecasting, Auditing, Tax, SEC filings, Mergers & Acquisitions, Managerial Finance, Sarbanes-Oxley, Human Resources, Microsoft Office, JD Edwards, Sarbanes-Oxley Act, Training, Journal Entries, Invoicing, Accounts Payable, Team Building, Analysis, Process Improvement, Strategic Planning, Cash Flow, Financial Statements, CPA, Account Reconciliation, Great Plains Software
Education
Jackson State University
Bachelor of Science, Accounting
Cindy A. Prah, SPHR's Morningstar, Inc. Experience January 2000 - February 2001
Job Regional Human Resources Manager at McGladrey
Industry Accounting
Experience
McGladrey August 2003 - Present
American Express Tax and Business Services August 2003 - May 2005
PFPC March 2001 - May 2003
Morningstar Inc January 2000 - February 2001
SteinRoe Investments January 1986 - January 1998
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Talent Management, Human Resources, Coaching, Succession Planning, Workforce Planning, HRIS, Employee Engagement, Benefits Administration, Performance Management, HR Consulting, College Recruiting, Deferred Compensation, Organizational Design, Personnel Management
Education
Loyola University Business School
Executive Education Program
Loyola University of Chicago
Biology and Psychology
Northwestern University
Business and Economics
Univeristy of Illinois at Chicago
BA, Psychology
McGladrey August 2003 - Present
American Express Tax and Business Services August 2003 - May 2005
PFPC March 2001 - May 2003
Morningstar Inc January 2000 - February 2001
SteinRoe Investments January 1986 - January 1998
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Talent Management, Human Resources, Coaching, Succession Planning, Workforce Planning, HRIS, Employee Engagement, Benefits Administration, Performance Management, HR Consulting, College Recruiting, Deferred Compensation, Organizational Design, Personnel Management
Education
Loyola University Business School
Executive Education Program
Loyola University of Chicago
Biology and Psychology
Northwestern University
Business and Economics
Univeristy of Illinois at Chicago
BA, Psychology
David Spaw's Morningstar, Inc. Experience June 2011 - July 2011
Job Operations and Logistics Manager at Uber
Industry Internet
Experience
Uber July 2015 - Present
Lane Bryant September 2014 - July 2015
Lane Bryant May 2013 - September 2014
The Longaberger Company June 2012 - August 2012
Morningstar, Inc June 2011 - July 2011
Education
The Ohio State University Fisher College of Business 2009 — 2013
BSBA, Finance
Uber July 2015 - Present
Lane Bryant September 2014 - July 2015
Lane Bryant May 2013 - September 2014
The Longaberger Company June 2012 - August 2012
Morningstar, Inc June 2011 - July 2011
Education
The Ohio State University Fisher College of Business 2009 — 2013
BSBA, Finance
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group