Adam Dolan

Adam Dolan Email and Phone Number

Chief Revenue Officer @ Athena Advisory Inc
Adam Dolan's Location
Austin, Texas, United States, United States
Adam Dolan's Contact Details

Adam Dolan work email

Adam Dolan personal email

n/a
About Adam Dolan

Adam Dolan is a Chief Revenue Officer at Athena Advisory Inc. He possess expertise in investment management, morningstar, manager selection, asset allocation, investment advisory and 7 more skills.

Adam Dolan's Current Company Details
Athena Advisory Inc

Athena Advisory Inc

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Chief Revenue Officer
Adam Dolan Work Experience Details
  • Athena Advisory Inc
    Chief Revenue Officer
    Athena Advisory Inc Jul 2022 - Present
    Austin, Texas, Us
    Supporting sales and distribution of a new managed finance solution that optimizes and automates individuals' debt, cash flow, and investment management needs.
    View
  • Morningstar Investment Management, Llc.
    Senior Vice President
    Morningstar Investment Management, Llc. Jan 2015 - Dec 2021
    Chicago, Il, Us
    Morningstar Workplace Solutions - Sales and Business Development for Morningstar Investment Management within the retirement plan services market. Areas of focus include Advice & Managed Accounts, Fiduciary Services, Financial Wellness and Custom Target Date.
    View
  • Morningstar Investment Management, Llc.
    Vice President
    Morningstar Investment Management, Llc. Mar 2011 - Dec 2014
    Chicago, Il, Us
    Morningstar Investment Management - Sales and Business Development to financial services institutions (Asset Managers, Broker Dealers, Recordkeepers, etc.). Represented Morningstar's asset allocation, investment research and portfolio construction capabilities within advisory and consulting solutions, such as fiduciary services, advice and managed accounts, subadvisory, strategist portfolios, forecasting and capital markets solutions.
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  • Morningstar Investment Management, Llc.
    Sales Director And Vice President
    Morningstar Investment Management, Llc. Sep 2005 - Mar 2011
    Chicago, Il, Us
    Institutional Licensed Data Sales, Institutional Enterprise Software Sales
    View
  • Morningstar Investment Management, Llc.
    Relationship Manager
    Morningstar Investment Management, Llc. Apr 2004 - Sep 2005
    Chicago, Il, Us
    Supporting Institutional Licensed Data and Software Clients
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  • Morningstar Investment Management, Llc.
    Morningstar Development Program
    Morningstar Investment Management, Llc. Aug 2002 - Apr 2004
    Chicago, Il, Us
    Product Consultant (Individual Investor and Financial Advisor Software) and Mutual Fund Data Analyst
    View

Adam Dolan Skills

Investment Management Morningstar Manager Selection Asset Allocation Investment Advisory Financial Modeling Asset Management Portfolio Management Investments Morningstar Direct Relationship Management Mutual Funds

Adam Dolan Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Finance And Strategic Management
  • University Of Notre Dame
    University Of Notre Dame
    Marketing And Computer Applications

Frequently Asked Questions about Adam Dolan

What company does Adam Dolan work for?

Adam Dolan works for Athena Advisory Inc

What is Adam Dolan's role at the current company?

Adam Dolan's current role is Chief Revenue Officer.

What is Adam Dolan's email address?

Adam Dolan's email address is ad****@****tar.com

What is Adam Dolan's direct phone number?

Adam Dolan's direct phone number is +131238*****

What schools did Adam Dolan attend?

Adam Dolan attended The University Of Chicago Booth School Of Business, University Of Notre Dame.

What skills is Adam Dolan known for?

Adam Dolan has skills like Investment Management, Morningstar, Manager Selection, Asset Allocation, Investment Advisory, Financial Modeling, Asset Management, Portfolio Management, Investments, Morningstar Direct, Relationship Management, Mutual Funds.

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