Morningstar
Head of Global Sales Enablement and Talent Development
Morningstar May 2014 - Aug 2016
Senior Vice President - Global Business Development Manager
Morningstar Dec 2003 - Apr 2012
Vice President Sales - Licensed Data
Morningstar Aug 2002 - Dec 2003
Director, Relationship Management
Merrill Lynch Jan 2000 - Nov 2001
Buy Side Research Sales
Education:
Northwestern University - Kellogg School of Management 1997 - 2000
Bachelors, Bachelor of Science, Economics, Communications
Northwestern University 1988 - 1992
Bachelors, Bachelor of Science, Economics, Communications
Skills:
Relationship Management Portfolio Management Mutual Funds Asset Management Investments Asset Allocation Crm Separately Managed Accounts Alternative Investments Etfs Series 7 Market Data Equities Investment Management Management Financial Services Business Relationship Management Morningstar Direct Customer Relationship Management