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My personal and professional philosophies are built atop three pillars: Empathy, Experience, and Determination.Empathy. Operating empathetically enables a deeper level of understanding than merely listening. I excel at putting myself in the shoes of others - colleagues and clients alike. Appreciation of these collective vantage points drives holistic solutions.Experience. Pursuing diverse responsibilities and acquiring a variety of skills (hard and soft) fosters invaluable experience. Extensive collaboration with researchers, developers, HR specialists, institutional clients and more has provided a wealth of knowledge. Such knowledge combined with skills learned on the job and in graduate school have proven indispensable. Determination. Empathy and experience are not guarantors of success. Projects may evolve, and priorities may shift. Determination despite challenges is a requisite for a successful life.
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Morningstar Dbrs
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Director Of Software EngineeringMorningstar Dbrs Aug 2023 - PresentToronto, On, Ca• Project Oversight and Team Management: provide strategic leadership and direction to project managers and software development teams.• Software Delivery and Pipeline Management: maintain a robust development pipeline, ensuring efficient resource allocation and optimized workflows.• Enterprise Infrastructure Coordination: work closely with infrastructure teams to manage changes, upgrades, and scalability.• Enterprise Solution Adoption: identify and evaluate enterprise tools that enhance development, collaboration, and efficiency.• Technology and Regulatory Alignment: mitigate risks related to data security, privacy, and compliance.• Service Desk Management: collaborate with support teams to maintain a high standard of service quality.
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Vice President Business OperationsMorningstar Dbrs Jul 2021 - Jul 2023Toronto, On, Ca• Consult with senior leadership to determine business goals and strategies• Develop and adopt efficient operations and cost-effective systems to meet the current and future needs of the organization• Collaborate with Technology, Human Resources, and Compliance teams to implement and refine company policies and procedures• Report to the Board of Directors regarding key initiatives
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Director, Research OperationsMorningstar Jul 2015 - Jul 2021Chicago, Il, Us• Lead a global team of project managers, who coordinate product and methodology developments across research, IT and marketing groups• Identify, review, and implement enterprise software solutions for large research teams• Use public market data and proprietary ratings to develop internal and external-facing tools -
Associate Director, Research OperationsMorningstar Aug 2012 - Jun 2015Chicago, Il, Us• Developed a small team of project managers to optimize and support department-wide workflows • Helped design and launch a discounted cashflow valuation model template that enabled the systematic productization of the department’s model data
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Operations Manager, Equity ResearchMorningstar Jun 2007 - Jul 2012Chicago, Il, Us• Created and maintained low code platforms for project management, stock coverage tracking, knowledge sharing, and administrative reporting• Ensured internal processes for new products such as KPI collection, vendor management, and new analyst onboarding were scalable and as automated as possible
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Managing EditorMorningstar Jul 2007 - Jul 2009Chicago, Il, UsManaging Editor: Morningstar Stocks 500, Morningstar Mutual Funds 500, Morningstar Mutual Fund Binder
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Variable Annuity AnalystMorningstar Jun 2006 - May 2007Chicago, Il, Us• Researched industry trends• Interacted with clients in order to assess their needs• Managed projects designed to enhance the quality of the Morningstar VA database
Patrick Dunn Skills
Patrick Dunn Education Details
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Indiana University - Kelley School Of BusinessInformation Technology Management -
Indiana University - Kelley School Of BusinessMaster Of Business Administration - Mba
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University Of Notre Dame
Frequently Asked Questions about Patrick Dunn
What company does Patrick Dunn work for?
Patrick Dunn works for Morningstar Dbrs
What is Patrick Dunn's role at the current company?
Patrick Dunn's current role is Director of Software Engineering.
What is Patrick Dunn's email address?
Patrick Dunn's email address is pa****@****tar.com
What is Patrick Dunn's direct phone number?
Patrick Dunn's direct phone number is +131238*****
What schools did Patrick Dunn attend?
Patrick Dunn attended Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business, University Of Notre Dame.
What are some of Patrick Dunn's interests?
Patrick Dunn has interest in Children.
What skills is Patrick Dunn known for?
Patrick Dunn has skills like Financial Modeling, Competitive Analysis, Equities, Mutual Funds, Project Management, Equity Research, Morningstar Direct, Financial Analysis, Valuation, Asset Management, Investments, Portfolio Management.
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