Fintech Alliances & Redistributors• The Fintech Alliances group generates revenue through partners ranging from early-stage emerging fintechs to the most prominent names in technology• Executing a leading global framework for how the organization engages with emerging technologies with the goal of revenue growth, accessing new market, channel partner expansion, product integrations, and corporate acquisition opportunities• Redefining company presence in fintech by building a strong network, understanding the fintech ecosystem, and educating internal global stakeholders

Advisor Solutions• Responsible for advisor focused business across six states including CO, NE, ND, SD, MT, WY• Targeted mid-tier asset managers, institutional consultants, and large RIAs

Institutional Software• Responsible for user on-boarding and complicated workflow integration for Morningstar Direct client-base in the New England territory• Discovered new opportunities for user growth and successfully partnered with sales to grow the relationships• Traveled twice per month to provide in-depth training presentations and road shows to asset managers and investment consultants on the latest product enhancements

Institutional Software• Selected to join the Morningstar Development Program which is a career track to serve institutional clients• Assisted users with methodology inquiries, product navigation, and led weekly product demonstrations for new users and prospects

Advisor Software• Inside sales role requiring a consultative approach and comprehensive understanding of product suite• Manage relationships with seven different institutions and over 800 financial advisors

Financial Planning and Wealth Management FINRA Licensed Series 65, 63, 6IL Life & Health

• Corporate cash management for public companies totalling over $18 billion• Traded short-term investments such as federal agencies, commercial paper, municipals, ABS, and CDO in accordance with investment policy statement