Christina West Email and Phone Number
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Christina West personal email
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Christina West is a Senior Manager – Finance Strategy and Client Delivery at KPI Sense. She possess expertise in analysis, investments, software development, product development, management and 6 more skills. She is proficient in Spanish. Colleagues describe her as "Christina partnered with me over the last two years leading Morningstar’s Global Investor Experience studies. Christina brings energy, intelligence and diligence to her work and has been instrumental to the successful execution of these studies. Christina’s excellent communication skills and ability to get across the details, finding practical solutions to complex problems, has been invaluable to Morningstar and our global thought leadership agenda.", "I got to work with Christina on a pretty intensive semi-annual project. Christina always made it a much smoother and more enjoyable experience than it otherwise might have been. She coordinated alot of internationally spread people and activities with calm intensity, without ever getting flustered, never taking shortcuts and always with a dry sense of humour.", and "Christina is smart, pragmatic, and well-organized. She is well-known among those of us who work on other teams as the person to go to when you need an answer."
Kpi Sense
View- Website:
- kpisense.com
- Employees:
- 8
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Senior Manager – Finance Strategy And Client DeliveryKpi SenseChicago, Il, Us
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Senior Manager – Finance Strategy & Client DeliveryKpi Sense Jan 2022 - PresentChicago, Il, Us
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Director, Manager Research ServicesMorningstar Jan 2019 - Sep 2021Chicago, Il, UsChief of staff-type role leading various initiatives in support of the business, including recruiting, team enablement and retention, client relationship management, process definition and improvement, as well as heading up certain global research and operations programs. -
Fiduciary Services ConsultantBroadridge Jan 2018 - Jan 2019New York, New York, UsResponsible for consulting with asset managers and mutual fund board directors throughout the advisory contract renewal process pursuant to section 15(c) of the Investment Company Act of 1940. This includes using quantitative and qualitative analysis to create performance and expense peer groups, providing a written evaluation of fund performance and expense comparisons, presenting at board meetings, as well as managing the client relationship and advising on all aspects of the 15(c) process. -
Investment Consultant, Board Consulting ServicesMorningstar Oct 2015 - Dec 2017Chicago, Il, UsConsulted with asset managers and fund boards throughout the advisory contract renewal process. Developed concise dashboards highlighting important information for trustee attention, while backing with comprehensive reports, documentation, and review of performance and expense comparisons. Used quantitative and qualitative research to create performance and expense peer groups. Rolled up client experiences and identified best practices, periodically presenting at industry conferences. Managed the client relationship and project execution end-to-end. Contributed to cross-team firm research pieces, such as the Global Investor Experience Study, 2017.
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Investment Analyst / Senior Project ManagerMorningstar May 2010 - Oct 2015Chicago, Il, UsProven ability to assimilate and translate complex information on managed investments into consumable formats via text, graphics, and distilled data. Accomplishments include: Morningstar Analyst Ratings of U.S. 529 college-savings plans, internal performance benchmarking, publications related to fund company stewardship standards and global fund industry best practices. Spearheaded complex, high-profile projects for the Manager Research group, including development of signature Global Fund Reports for mutual funds under coverage and 529 Plan Reports.
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Senior Business Analyst (Special Assignment)Morningstar Sep 2012 - Jul 2013Chicago, Il, UsInnovated to create new tools/graphics on Manager Research concept application. Served as subject matter expert to development team.
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Product Development Manager - EditorialMorningstar Apr 2009 - May 2010Chicago, Il, UsCurated and defined presentation of Morningstar research and managed products data in Morningstar Direct and Office software applications. Managed team of developers, quality analysts, and a technical writer in Chicago and Shenzhen, China.
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Product Development Manager - ReportingMorningstar May 2006 - Apr 2009Chicago, Il, UsConceptualized new report output and user interaction for Morningstar Direct software application. Managed and mentored team of business analysts, developers, and quality analysts.
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Project ManagerMorningstar Aug 2004 - May 2006Chicago, Il, UsInitiated and coordinated product enhancements for firm's flagship research software product, Morningstar Direct.
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Manager - Online ServicesLasalle St. Securities, Llc Jul 1999 - Aug 2004Elmhurst, Il, UsLicensed: Series 7, Series 63Responsible for content and performance of several platforms: broker/client trading (Streetscape), compliance (including trading rules/alerts), reporting portal, company web site, and intranet.Web Master (previous position)Led department in redefining existing web site and launching intranet site. -
Network And Database AdministratorSmith Barney Jun 1997 - Jul 1999Entrepreneurial position managing LAN/WAN for small retirement planning group. Executed targeted marketing campaigns from prospect database, provided customer service to respondents. Used VBA to automate complex calculations.
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Investment AnalystZacks Investment Research Sep 1996 - Jun 1997Chicago, Il, UsAnalyzed and summarized equity research reports during launch of online research offering.
Christina West Skills
Christina West Education Details
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The University Of Chicago Booth School Of BusinessStrategic Management -
University Of ChicagoEconomics
Frequently Asked Questions about Christina West
What company does Christina West work for?
Christina West works for Kpi Sense
What is Christina West's role at the current company?
Christina West's current role is Senior Manager – Finance Strategy and Client Delivery.
What is Christina West's email address?
Christina West's email address is ch****@****tar.com
What is Christina West's direct phone number?
Christina West's direct phone number is +181589*****
What schools did Christina West attend?
Christina West attended The University Of Chicago Booth School Of Business, University Of Chicago.
What are some of Christina West's interests?
Christina West has interest in Including Post Season Tournaments, In Addition To My Day Job, Press Relations At The Chicago White Sox.
What skills is Christina West known for?
Christina West has skills like Analysis, Investments, Software Development, Product Development, Management, Product Management, Strategy, Quality Assurance, Testing, Training, Crm.
Who are Christina West's colleagues?
Christina West's colleagues are Ashkun Zaker, Ryan Erwin, George Harwood.
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