As part of the service team for the Products Group, I manage relationships with new and existing product subscribers providing solutions that drive advisor business through product implementation, training and support.Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries.

As part of the service team for the Products Group, I manage relationships with new and existing product subscribers providing solutions that drive advisor business through product implementation, training and support.Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries.

Delivered value added solutions directly to advisors by providing support, training and best use practices of tRx rebalancing software.

Provided outsourced support to financial advisors using tools in the Portfolio Accounting System space. Highlights include custodial/'held away' account reconciliations, performance reporting, scheduled billing and client retention.

Focused on business development providing wide ranging investment opportunities to new and existing clients.