Morningstar Investment Services, Inc.
Industry: Company
DescriptionHeadquarters: Chicago, IL Founded: 2000 Parent organization: Morningstar, Inc.
Morningstar Investment Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar Investment Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morningstar Investment Services, Inc. Employees
Employee
Years
Job
Industry
Derek Ghia, CFP® Derek Ghia, CFP®'s Morningstar Investment Services, Inc. Experience 2014 - Present
Job Internal Sales Consultant Team Lead at Morningstar
Industry Investment Management
Experience
Morningstar Investment Services, Inc. 2014 - Present
Morningstar Investment Services, Inc. 2010 - 2014
New England Financial 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Mutual Funds, Certified Financial..., Investment Advisory, Investment Management, New Business Development, Series 7, Series 63, Series 65, Morningstar Direct, Sales, Asset Management, ETFs, Wealth Management..., Investment Strategies, Portfolio Management
Education
The Ohio State University
Morningstar Investment Services, Inc. 2014 - Present
Morningstar Investment Services, Inc. 2010 - 2014
New England Financial 2008 - 2010
Merrill Lynch 2007 - 2007
Skills
Mutual Funds, Certified Financial..., Investment Advisory, Investment Management, New Business Development, Series 7, Series 63, Series 65, Morningstar Direct, Sales, Asset Management, ETFs, Wealth Management..., Investment Strategies, Portfolio Management
Education
The Ohio State University
Kevin Boedeker's Morningstar Investment Services, Inc. Experience October 2014 - August 2015
Job Associate Product Manager at Morningstar
Industry Financial Services
Experience
Morningstar August 2015 - Present
Morningstar Investment Services, Inc. October 2014 - August 2015
Morningstar Investment Services, Inc. June 2014 - September 2014
Morningstar Investment Services, Inc. August 2011 - June 2014
Lincoln Financial Group November 2010 - August 2011
UBS June 2009 - August 2009
Allen County Public Library May 2008 - August 2008
Skills
Mutual Funds, Microsoft Office, Customer Service, IRAs, Financial Services, Salesforce.com, Managed Money, Portfolio Management, Series 6, Morningstar Direct, Asset Allocation, Investment Advisory, Microsoft Word, Finance, Financial Advisory, XML, Quality Assurance, Software Quality..., Analysis, Business Analysis
Education
Wittenberg University 2006 — 2010
Management, Finance, Political Science
Royal Holloway, U. of London 2009 — 2009
Management
Northrop High School 2002 — 2006
DePaul University
Morningstar August 2015 - Present
Morningstar Investment Services, Inc. October 2014 - August 2015
Morningstar Investment Services, Inc. June 2014 - September 2014
Morningstar Investment Services, Inc. August 2011 - June 2014
Lincoln Financial Group November 2010 - August 2011
UBS June 2009 - August 2009
Allen County Public Library May 2008 - August 2008
Skills
Mutual Funds, Microsoft Office, Customer Service, IRAs, Financial Services, Salesforce.com, Managed Money, Portfolio Management, Series 6, Morningstar Direct, Asset Allocation, Investment Advisory, Microsoft Word, Finance, Financial Advisory, XML, Quality Assurance, Software Quality..., Analysis, Business Analysis
Education
Wittenberg University 2006 — 2010
Management, Finance, Political Science
Royal Holloway, U. of London 2009 — 2009
Management
Northrop High School 2002 — 2006
DePaul University
Laura Fox's Morningstar Investment Services, Inc. Experience July 2008 - August 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Consultant for Nestworks, a technology-driven social business incubator June 2015 - August 2015
NYU Stern School of Business July 2013 - May 2015
The Boston Consulting Group June 2014 - August 2014
Various publications / organizations June 2010 - October 2013
BRAC March 2013 - June 2013
Qatar Museums Authority November 2011 - April 2013
Morningstar September 2009 - September 2011
Morningstar Investment Services, Inc. July 2008 - August 2009
Simon and Schuster June 2007 - August 2007
Skills
Marketing Communications, Marketing, Social Media, Editorial, Non-Profit Leadership, Press Releases, Strategic Partnerships, Email Marketing, Non-profit Leadership, Art, Media Relations, Advertising, Books, Copy Editing, Editing, Digital Media, Marketing Strategy, Public Relations, Web Content, Strategy, Research, Magazines, Publicity, Brochures, Publications, Integrated Marketing
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
B.A., Literature; Italian minor
John Cabot University Rome 2006 — 2007
Art History, Literature, and Italian
The Boston Consulting Group September 2015 - Present
Consultant for Nestworks, a technology-driven social business incubator June 2015 - August 2015
NYU Stern School of Business July 2013 - May 2015
The Boston Consulting Group June 2014 - August 2014
Various publications / organizations June 2010 - October 2013
BRAC March 2013 - June 2013
Qatar Museums Authority November 2011 - April 2013
Morningstar September 2009 - September 2011
Morningstar Investment Services, Inc. July 2008 - August 2009
Simon and Schuster June 2007 - August 2007
Skills
Marketing Communications, Marketing, Social Media, Editorial, Non-Profit Leadership, Press Releases, Strategic Partnerships, Email Marketing, Non-profit Leadership, Art, Media Relations, Advertising, Books, Copy Editing, Editing, Digital Media, Marketing Strategy, Public Relations, Web Content, Strategy, Research, Magazines, Publicity, Brochures, Publications, Integrated Marketing
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2004 — 2008
B.A., Literature; Italian minor
John Cabot University Rome 2006 — 2007
Art History, Literature, and Italian
Brad Murphy, CIMA® Brad Murphy, CIMA®'s Morningstar Investment Services, Inc. Experience January 2010 - Present
Job Regional Sales Director, New England at Morningstar Investment Services
Industry Investment Management
Experience
Morningstar Investment Services, Inc. January 2010 - Present
Eaton Vance April 2009 - December 2009
Eaton Vance February 2008 - March 2009
Eaton Vance October 2004 - January 2008
Fidelity Investments December 2002 - October 2004
Skills
Series 7
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Morningstar Investment Services, Inc. January 2010 - Present
Eaton Vance April 2009 - December 2009
Eaton Vance February 2008 - March 2009
Eaton Vance October 2004 - January 2008
Fidelity Investments December 2002 - October 2004
Skills
Series 7
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Russell Snow's Morningstar Investment Services, Inc. Experience March 2012 - Present
Job Internal Wholesaler at Morningstar Investment Services, Inc.
Industry Investment Management
Experience
Morningstar Investment Services, Inc. March 2012 - Present
Genworth Financial Wealth Management August 2010 - March 2012
Chase Investment Services Corporation October 2007 - August 2010
JPMorgan Chase August 2006 - October 2007
Education
Governors State University 2000 — 2005
Morningstar Investment Services, Inc. March 2012 - Present
Genworth Financial Wealth Management August 2010 - March 2012
Chase Investment Services Corporation October 2007 - August 2010
JPMorgan Chase August 2006 - October 2007
Education
Governors State University 2000 — 2005
Susan Bray's Morningstar Investment Services, Inc. Experience 2001 - 2007
Job Marketing Strategist at Blue Flame Thinking
Industry Marketing and Advertising
Experience
Blue Flame Thinking January 2014 - Present
s2 Financial Marketing November 2007 - December 2013
Morningstar Investment Services, Inc. 2001 - 2007
Business Logic Corporation 2000 - 2001
Meindl & Associates 1997 - 2000
Morningstar, Inc. 1990 - 1997
Skills
Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Communications, Advertising, B2B Marketing, Marketing, Direct Mail, Morningstar Direct, Brand Development, Mobile Marketing, Business Development, Media Planning, Interactive Marketing, Digital Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Marquette University
BS, Business Administration
Blue Flame Thinking January 2014 - Present
s2 Financial Marketing November 2007 - December 2013
Morningstar Investment Services, Inc. 2001 - 2007
Business Logic Corporation 2000 - 2001
Meindl & Associates 1997 - 2000
Morningstar, Inc. 1990 - 1997
Skills
Integrated Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Marketing Communications, Advertising, B2B Marketing, Marketing, Direct Mail, Morningstar Direct, Brand Development, Mobile Marketing, Business Development, Media Planning, Interactive Marketing, Digital Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Marquette University
BS, Business Administration
Robert J. Herrin's Morningstar Investment Services, Inc. Experience 2010 - June 2014
Job Project Manager at LRS
Industry Information Technology and Services
Experience
PensionGold Retirement Solutions at Levi, Ray and Shoup, Inc. July 2014 - Present
Morningstar Investment Services, Inc. 2010 - June 2014
Morningstar Investment Services, Inc. 2008 - 2010
Morningstar Investment Services, Inc. 2006 - 2008
Skills
Financial Services, Project Management, Customer Service, Mutual Funds, Managed Accounts, Investment Operations, Series 65, Investments, Managing Accounts, Asset Allocation, Portfolio Management
Education
University of Kentucky 2000 — 2004
Bachelor's, Finance
DePaul University
IT Project Management
PensionGold Retirement Solutions at Levi, Ray and Shoup, Inc. July 2014 - Present
Morningstar Investment Services, Inc. 2010 - June 2014
Morningstar Investment Services, Inc. 2008 - 2010
Morningstar Investment Services, Inc. 2006 - 2008
Skills
Financial Services, Project Management, Customer Service, Mutual Funds, Managed Accounts, Investment Operations, Series 65, Investments, Managing Accounts, Asset Allocation, Portfolio Management
Education
University of Kentucky 2000 — 2004
Bachelor's, Finance
DePaul University
IT Project Management
Terry Hawkins's Morningstar Investment Services, Inc. Experience March 2012 - Present
Job Sales Consultant at Morningstar Investment Services, Inc.
Industry Wholesale
Experience
Morningstar Investment Services, Inc. March 2012 - Present
John Hancock, Retirement Plan Services September 2011 - February 2012
Education
Marquette University 1997 — 2001
Bachelors, Finance
Morningstar Investment Services, Inc. March 2012 - Present
John Hancock, Retirement Plan Services September 2011 - February 2012
Education
Marquette University 1997 — 2001
Bachelors, Finance
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