Anthony Odro

Anthony Odro Email and Phone Number

Implementation Manager at Morningstar working alongside talented teammates to transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients. @ Morningstar
chicago, illinois, united states
Anthony Odro's Location
Vancouver, Washington, United States, United States
Anthony Odro's Contact Details

Anthony Odro personal email

n/a
About Anthony Odro

I strive to understand stakeholder goals and priorities in order to collaborate effectively on projects for successful outcomes.At Morningstar, helping investors create a brighter future is why we do what we do. Outside of work, I am a sports enthusiast; particularly with soccer and basketball. Coaching youth soccer is rewarding in the way a team comes together and builds over the course of the year.

Anthony Odro's Current Company Details
Morningstar

Morningstar

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Implementation Manager at Morningstar working alongside talented teammates to transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients.
chicago, illinois, united states
Website:
morningstar.com
Employees:
7453
Anthony Odro Work Experience Details
  • Morningstar
    Implementation Manager
    Morningstar Feb 2022 - Present
    Chicago, Illinois, United States
  • Morningstar
    Customer Success Manager
    Morningstar Mar 2018 - Feb 2022
    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.
  • Morningstar
    Client Service Consultant
    Morningstar Nov 2013 - Feb 2022
    Portland, Oregon Area
    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.
  • Total Rebalance Expert
    Product & Service Expert
    Total Rebalance Expert Nov 2013 - Nov 2015
    Portland, Oregon Area
    Delivered value added solutions directly to advisors by providing support, training and best use practices of tRx rebalancing software.
  • Cornerstone Revolutions
    Investment Accounting Associate
    Cornerstone Revolutions Apr 2011 - Nov 2013
    Portland, Oregon Area
    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.
  • Aginsky Consulting Group
    Associate
    Aginsky Consulting Group May 2010 - Apr 2011
    Portland, Oregon Area
    Focused on business development providing wide ranging investment opportunities to new and existing clients.

Anthony Odro Skills

Data Analysis Research Financial Analysis Financial Modeling Consulting Leadership Microsoft Excel Project Management Microsoft Office Customer Service

Anthony Odro Education Details

Frequently Asked Questions about Anthony Odro

What company does Anthony Odro work for?

Anthony Odro works for Morningstar

What is Anthony Odro's role at the current company?

Anthony Odro's current role is Implementation Manager at Morningstar working alongside talented teammates to transform our high-quality data, independent research, and technological expertise into well-designed products that delight our clients..

What is Anthony Odro's email address?

Anthony Odro's email address is a.****@****ing.com

What schools did Anthony Odro attend?

Anthony Odro attended Reed College.

What skills is Anthony Odro known for?

Anthony Odro has skills like Data Analysis, Research, Financial Analysis, Financial Modeling, Consulting, Leadership, Microsoft Excel, Project Management, Microsoft Office, Customer Service.

Who are Anthony Odro's colleagues?

Anthony Odro's colleagues are Shivam K, Ty Otis, Jianchang Lv, Shailesh Mishra, Aboli Chawandke, 林夕月, Jordan Espinosa.

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