Director Of Product Marketing
Current
Mar 2024 - Present
AeroLeads people directory · profile
Katie Beard Email & Phone Number
Director of Product Marketing @ Morningstar | Driving Sales Growth & Product Adoption
at
Morningstar
1 work email found
@morningstar.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Product Marketing @ Morningstar | Driving Sales Growth & Product Adoption
Location
Greater Chicago Area, United States, United States
Who is Katie Beard? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katie Beard is listed as Director of Product Marketing @ Morningstar | Driving Sales Growth & Product Adoption at Morningstar, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Katie Beard.
Katie Beard previously worked as Director of Product Marketing at Morningstar and Senior Product Marketing Manager at Morningstar. Katie Beard holds Bachelor Of Arts, Public Relations, Political Science, Political Communication from Western Kentucky University.
Company email context
Email format at Morningstar
This section adds company-level context without repeating Katie Beard's masked contact details.
{first}.{last}@morningstar.com
86% confidence
AeroLeads found 1 current-domain work email signal for Katie Beard. Compare company email patterns before reaching out.
Profile bio
About Katie Beard
A team is only as good as the relationships it contains, and I love building great relationships. I have 15 years of experience in the financial services industry, with roles that spanned from financial consultant and trust officer to customer success and product marketing. I’ve seen the whole spectrum of the industry, and that gives me unique insights I can apply to every facet of my work. In my spare time, I love volunteering (right now I’m part of the Junior League of Chicago and the Chicago Costume Council through the Chicago History Museum), playing golf and traveling. I’d love to connect on LinkedIn to broaden my knowledge and explore other aspects our industry.
Listed skills include Retirement Planning, Investment Strategies, Asset Management, Event Management, and 21 others.
Current workplace
Katie Beard's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Katie Beard work experience
A career timeline built from the work history available for this profile.
Senior Product Marketing Manager
Managed, trained, coached and led a direct report for the enterprise marketing team. Developed and managed the execution of our persona-based marketing campaigns, requiring leadership of various cross-functional teams, stakeholder alignment and relationship management with client facing and central marketing teams. Established a collaborative partnership.
Jan 2024 - Mar 2024
Product Marketing Manager
Develop positioning, messaging, content, and sales tools to reflect the attributes and needs of key client segments, then developed ways to reach each segment with resonant value propositions to differentiate products and enhancements for Morningstar Direct, Morningstar’s flagship global investment analysis platform.Crafted and executed go-to-market.
Nov 2021 - Jan 2024
Global Product Marketing Secondment
In addition to continued product marketing responsibilities in the Americas (listed above), I built bridges to ultimately connect and establish better alignment with our global marketing and demand generation partners. Implemented a collaborative partnership and working process with the EMEA Direct product marketer, further defining strategy and.
Feb 2023 - May 2023
Customer Success Manager
Managed Morningstar Direct book of business, worth more than $4M, consisting of approximately 300 users across strategic accounts and wealth management firms. Focused on driving engagement and effective usage of Morningstar Direct by providing consistent and high-quality support, product education, an understanding of the competitive landscape and.
Jul 2019 - Nov 2021
Trust Officer
Conducted administrative reviews for 160 accounts, $64MM, ensuring compliance and trust document analysis. Maintained relationships with key stakeholders including clients, attorneys, and CPAs, providing ongoing awareness of business development opportunities.
May 2017 - Jun 2019
Financial Consultant
Advisor for three locations, developing client relationships and analyzing investment and financial opportunities. Collaborated with key bank personnel on the development of an investment program, ensuring alignment and integration with all customer service touchpoints.
May 2016 - May 2017
Financial Consultant
Practice manager overseeing assets for High Net Worth clients. Managed six corporate retirement plans, investment committee meetings, and employee education.
Aug 2010 - Dec 2015
1 education record
Katie Beard education
-
Western Kentucky University
FAQ
Frequently asked questions about Katie Beard
Quick answers generated from the profile data available on this page.
What company does Katie Beard work for?
Katie Beard works for Morningstar.
What is Katie Beard's role at Morningstar?
Katie Beard is listed as Director of Product Marketing @ Morningstar | Driving Sales Growth & Product Adoption at Morningstar.
What is Katie Beard's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Katie Beard at Morningstar.
Where is Katie Beard based?
Katie Beard is based in Greater Chicago Area, United States, United States while working with Morningstar.
What companies has Katie Beard worked for?
Katie Beard has worked for Morningstar, Wealthsouth, Independence Bank, and Wells Fargo Advisors.
How can I contact Katie Beard?
You can use AeroLeads to view verified contact signals for Katie Beard at Morningstar, including work email, phone, and LinkedIn data when available.
What schools did Katie Beard attend?
Katie Beard holds Bachelor Of Arts, Public Relations, Political Science, Political Communication from Western Kentucky University.
What skills is Katie Beard known for?
Katie Beard is listed with skills including Retirement Planning, Investment Strategies, Asset Management, Event Management, Social Networking, Customer Service, Microsoft Office, and Strategic Planning.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial