● Source, negotiate, onboard, and expand largest broker-dealer (BD) accounts and lead go-to-market strategy● Achieved 107% of 2023 new sales target despite price increase across key accounts● Lead monthly business reviews for C-Suite and key stakeholders to dig into growth drivers and trends● Selected wins: ○ Largest client: led 3.3x growth since 2021, drove expansion into 4 new sales verticals with 50% projected growth ○ Achieved 100% of 12-month growth goals for new partnership within first 6 months ○ Closed, onboarded, and expanded a new partnership with a top three largest U.S. broker-dealer ○ Designed and launched new subscription tiers for key accounts, which unlocked $600K additional revenue

● Sourced both new enterprise relationships with broker-dealers (BD) and expansion opportunities to increase revenue● Revamped sales and customer success strategies, including implementing one-to-many prospect and client demos, to increase both teams’ speed and effectiveness● Served as BD subject matter expert for sales and customer success teams● Selected wins: ○ Sourced, negotiated, and closed partnership with national Registered Investment Advisor firm ○ Led go-to-market strategy for largest client, resulting in 43% customer increase over 18 months ○ Redesigned YCharts reports to comply with new industry regulations and key partners’ compliance requirements

● Managed book of business (BoB) for one of largest broker-dealers in the U.S., including: qualifying and closingprospects, selling add-on products within existing contracts, and retaining existing client relationships● Key metrics: ○ Grew BoB by 50%, client became one of YCharts’ largest clients by run-rate revenue and license count ○ Beat sales quota by 12.5% per quarter, 52% close rate (highest close rate on team and 2x industry average) ○ Increased Net Promoter Score from 59 to 85 (80+ is world class)

● Collaborated with sales, portfolio management and research teams to win client commitments and grow relationships● Drafted prospect-facing investment product presentations, pitch decks, and RFPs● Prepared client reporting/deliverables, including trade write-ups, portfolio data, and investment/market outlook

● Onboarded prospective/current investors across GCM strategies. Key wins include: ○ $121M: guided client through investment and built relationship, led to multiple investments across segments ○ $75M: guided new investor through first GCM investment in a new GCM product offering

● Expert knowledge of Morningstar’s products and financial data● Assist financial advisors with analyzing portfolio and investment data and reports ● Drive client retention for Morningstar Advisor Workstation in the US and Canada● Consult directly for financial advisors in English and French● Manage individual, international book of business● Create resources for consultant team to understand the Department of Labor’s reregulation of fiduciary standards● Member of Morningstar’s DoL Taskforce for planning and implementation of DoL-related product and data strategies● Conduct daily workflow improvement and efficiency training for financial advisors in English and French● Train clients and colleagues on Monte Carlo Simulator and Investment Planning/Wealth Forecast Engine tools● Implement training processes and create resources for new and current team members● Develop processes for and improve communication between Client Service groups within Morningstar● Product and process improvement driven by daily interaction with clients● Familiarity with and use of Morningstar Direct, including total portfolio and equity attribution

● Product, data, and technical support for Morningstar Advisor Workstation, Morningstar Enterprise Data Management, Morningstar Analyst Research Center, Morningstar Annuity Intelligence, and Morningstar Integrated Web Tools● Interpretation of data, methodology, and reports for financial advisors in English and French● Client-facing phone and email support in French and English● Daily project work with domestic and international clients● Build support and training processes for Morningstar Enterprise Data Management● Resolve problems with data and reports for institutional clients