Chief Revenue Officer
CurrentSupporting sales and distribution of a new managed finance solution that optimizes and automates individuals' debt, cash flow, and investment management needs.
Jul 2022 - Present
AeroLeads people directory · profile
Adam Dolan Email & Phone Number
Chief Revenue Officer
at
Athena Advisory Inc
1 work email found
@morningstar.com
3 phones found area 312 and 866
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Revenue Officer
Location
Austin, Texas, United States
Who is Adam Dolan? Overview
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Quick answer
Adam Dolan is listed as Chief Revenue Officer at Athena Advisory Inc, based in Austin, Texas, United States. AeroLeads shows a work email signal at morningstar.com, phone signal with area code 312, 866, and a matched LinkedIn profile for Adam Dolan.
Adam Dolan previously worked as Senior Vice President at Morningstar Investment Management, Llc. and Vice President at Morningstar Investment Management, Llc.. Adam Dolan holds Mba, Finance And Strategic Management from The University Of Chicago Booth School Of Business.
Company email context
Email format at Athena Advisory Inc
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{first}.{last}@morningstar.com
86% confidence
AeroLeads found 1 current-domain work email signal for Adam Dolan. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investment Management, Morningstar, Manager Selection, Asset Allocation, and 8 others.
Current workplace
Adam Dolan's current company
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6 roles
Adam Dolan work experience
A career timeline built from the work history available for this profile.
Senior Vice President
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.
Jan 2015 - Dec 2021
Vice President
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.
Mar 2011 - Dec 2014
Sales Director And Vice President
Institutional Licensed Data Sales, Institutional Enterprise Software Sales
Sep 2005 - Mar 2011
Relationship Manager
Supporting Institutional Licensed Data and Software Clients
Apr 2004 - Sep 2005
Morningstar Development Program
Product Consultant (Individual Investor and Financial Advisor Software) and Mutual Fund Data Analyst
Aug 2002 - Apr 2004
2 education records
Adam Dolan education
Mba, Finance And Strategic Management
The University Of Chicago Booth School Of Business
Bba, Marketing And Computer Applications
University Of Notre Dame
FAQ
Frequently asked questions about Adam Dolan
Quick answers generated from the profile data available on this page.
What company does Adam Dolan work for?
Adam Dolan works for Athena Advisory Inc.
What is Adam Dolan's role at Athena Advisory Inc?
Adam Dolan is listed as Chief Revenue Officer at Athena Advisory Inc.
What is Adam Dolan's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Adam Dolan at Athena Advisory Inc.
What is Adam Dolan's phone number?
AeroLeads has found 3 phone signal(s) with area code 312, 866 for Adam Dolan at Athena Advisory Inc.
Where is Adam Dolan based?
Adam Dolan is based in Austin, Texas, United States while working with Athena Advisory Inc.
What companies has Adam Dolan worked for?
Adam Dolan has worked for Athena Advisory Inc and Morningstar Investment Management, Llc..
How can I contact Adam Dolan?
You can use AeroLeads to view verified contact signals for Adam Dolan at Athena Advisory Inc, including work email, phone, and LinkedIn data when available.
What schools did Adam Dolan attend?
Adam Dolan holds Mba, Finance And Strategic Management from The University Of Chicago Booth School Of Business.
What skills is Adam Dolan known for?
Adam Dolan is listed with skills including Investment Management, Morningstar, Manager Selection, Asset Allocation, Investment Advisory, Financial Modeling, Asset Management, and Portfolio Management.
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