Annette Larson
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Annette Larson Email & Phone Number

Product Management || Financial Research || Data Analysis and Management || Client Relationship Manager || IT Operations at Vestwell
Location: Greater Chicago Area, United States, United States 6 work roles 2 schools
1 work email found @morningstar.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@morningstar.com
LinkedIn Profile matched
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Current company
Role
Product Management || Financial Research || Data Analysis and Management || Client Relationship Manager || IT Operations
Location
Greater Chicago Area, United States, United States

Who is Annette Larson? Overview

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Quick answer

Annette Larson is listed as Product Management || Financial Research || Data Analysis and Management || Client Relationship Manager || IT Operations at Vestwell, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Annette Larson.

Annette Larson previously worked as Implementation Manager at Vestwell and Product Development Manager at Millennium Trust Company. Annette Larson holds Computer Science, Project Management from Depaul University.

Company email context

Email format at Vestwell

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{first}.{last}@morningstar.com
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AeroLeads found 1 current-domain work email signal for Annette Larson. Compare company email patterns before reaching out.

Profile bio

About Annette Larson

Annette Larson is a Product Management || Financial Research || Data Analysis and Management || Client Relationship Manager || IT Operations at Vestwell. She possess expertise in investments, finance, alternative investments, digital media, strategy and 11 more skills. Colleagues describe her as "As a business journalist at Newsweek and Reuters, I often called upon Annette to help me with Morningstar data and experts to quote in my articles. She was wonderful to work with - fun and friendly on the phone, all business with the data and research and always quick to respond. Often my questions were vague or ill-formed; Annette was extremely good at figuring out what kind of research would best answer my questions. She was quick to respond with spreadsheets, figures and… Show more" and "I've worked as a financial reporter for more than 30 years, and I've rarely met a company representative as smart, efficient and professional at dealing with the press. She's unflappable at deadlines, handles data requests quickly, and knows how to (gently) suggest that perhaps the data requested might not provide the results you're looking for. Annette worked with every major news outlet in the country, and was an enormous factor in bringing Morningstar to the public… Show more"

Listed skills include Investments, Finance, Alternative Investments, Digital Media, and 12 others.

Current workplace

Annette Larson's current company

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Vestwell
Vestwell
Product Management || Financial Research || Data Analysis and Management || Client Relationship Manager || IT Operations
AeroLeads page
6 roles

Annette Larson work experience

A career timeline built from the work history available for this profile.

Implementation Manager

Current
  • Manage all aspects of the onboarding process and successful transition of new plans to our platform
  • Coordinate with Financial Advisors, Plan Sponsors, prior recordkeepers, and/or Third Party Administrators to determine conversion timelines, key action items, and delivery dates, as well as communicating overall.
  • Collaborate cross-functionally to provide support where needed and ensure the team is able to deliver against expected Service Level Agreements
  • Provide oversight in the creation and maintenance of the team/department’s knowledge base
Feb 2024 - Present

Product Development Manager

Oak Brook, IL

  • Lead product development responsible for developing and managing new workplace savings product offerings; Workplace Savings, Emergency Savings, and retirement services and fund custody portals.
  • Designed, developed, and managed a digital workplace and emergency savings platform that included:
  • Developed a digital plan sales selector tool for client plan assessment and selection.
  • Automated documentation generations; client PSA and Plan Prototype Agreement via Docusign.
  • Automated employer and employee welcome communications, onboarding and participation communications.
  • Digital platform with employer, payroll, and employee personas for plan management and payroll processing.
May 2018 - Sep 2021

Senior Research Analyst

  • Created and utilized custom-built programs, proprietary software, and data to produce on-demand research for clients.
  • Facilitated relationships with external clients at The Wall Street Journal, The Washington Post, The New York Times, Financial Times, Barrons, Kiplinger, IBD
  • Demonstrated comprehensive understanding of investment markets in both the US and Europe for mutual funds, exchange-traded funds, equities and fixed-income.
  • Recruited and trained all department research analysts
Jul 2000 - Aug 2017

Research Analyst

  • Developed, programmed, tested and implemented new and existing quantitative methodologies
  • Coordinated and documented technical requirements for media research in Corporate Communications
Jun 1995 - Jul 2000

Data Manager - Portfolios

  • Managed a team of 30 data analysts, increasing productivity by 30% within the first year through streamlining processes and updating technology
  • Developed cross-departmental training program to increase retention and develop career paths for department personnel
  • Forecast and managed department budget and goals
Aug 1993 - Jun 1995

Tean Leader/Data Analyst

Morningstar
Nov 1992 - Aug 1993
2 education records

Annette Larson education

FAQ

Frequently asked questions about Annette Larson

Quick answers generated from the profile data available on this page.

What company does Annette Larson work for?

Annette Larson works for Vestwell.

What is Annette Larson's role at Vestwell?

Annette Larson is listed as Product Management || Financial Research || Data Analysis and Management || Client Relationship Manager || IT Operations at Vestwell.

What is Annette Larson's email address?

AeroLeads has found 1 work email signal at @morningstar.com for Annette Larson at Vestwell.

Where is Annette Larson based?

Annette Larson is based in Greater Chicago Area, United States, United States while working with Vestwell.

What companies has Annette Larson worked for?

Annette Larson has worked for Vestwell, Millennium Trust Company, and Morningstar.

How can I contact Annette Larson?

You can use AeroLeads to view verified contact signals for Annette Larson at Vestwell, including work email, phone, and LinkedIn data when available.

What schools did Annette Larson attend?

Annette Larson holds Computer Science, Project Management from Depaul University.

What skills is Annette Larson known for?

Annette Larson is listed with skills including Investments, Finance, Alternative Investments, Digital Media, Strategy, Financial Services, Financial Analysis, and Mutual Funds.

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