Senior Customer Marketing Manager
Current
Jan 2021 - Present
AeroLeads people directory · profile
Lale Akman Email & Phone Number
Customer Marketing | Event Management | Campaign Management | Data Visualization
at
Morningstar
2 work emails found
@morningstar.com
3 phones found area 312
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Customer Marketing | Event Management | Campaign Management | Data Visualization
Location
Greater Chicago Area, United States, United States
Company size
Who is Lale Akman? Overview
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Quick answer
Lale Akman is listed as Customer Marketing | Event Management | Campaign Management | Data Visualization at Morningstar, a company with 7453 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morningstar.com, phone signal with area code 312, and a matched LinkedIn profile for Lale Akman.
Lale Akman previously worked as Senior Customer Marketing Manager at Morningstar and Manager, Customer Engagement (Morningstar Software) at Morningstar. Lale Akman holds Bachelor Of Arts In Telecommunications from Michigan State University.
Company email context
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{first}.{last}@morningstar.com
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AeroLeads found 2 current-domain work email signals for Lale Akman. Compare company email patterns before reaching out.
Profile bio
About Lale Akman
Investment professional with extensive experience in investment analysis software and asset management. Proven ability to enhance product knowledge, generate new business, spearhead new initiatives while adopting new tools to drive process, integration, and performance measurement. -- Oracle Eloqua, Cvent, Tableau, SurveyGizmo, Salesforce, and Heap Analytics.
Listed skills include Investments, Mutual Funds, Portfolio Management, Training, and 23 others.
Current workplace
Lale Akman's current company
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Morningstar
7 roles
Lale Akman work experience
A career timeline built from the work history available for this profile.
Manager, Customer Engagement (Morningstar Software)
- Engaging Clients through Events and Awareness MarketingResponsible for the development of onboarding, marketing, and event programs for asset management, wealth management, and advisors using Morningstar Direct and.
- Manage events to build knowledge of software products, drive usage, and increase retention
- Execute product communication campaigns to increase client engagement and satisfaction
- Analyze key performance indicators to understand and act on drivers of success
- Lead standardization of processes across various platforms of global events
Jan 2015 - Jan 2021
Training Manager (Morningstar Software)
Developed software training program for institutional clients of Morningstar Direct and EnCorr. Spearheaded the marketing of learning materials through various client communications. Content included functionality, latest enhancements, and best practices on portfolio analysis, asset allocation modeling, performance reporting, and publishing tools via live.
Mar 2008 - Dec 2014
Senior Client Solutions Consultant (Morningstar Software)
Enhanced product knowledge and provided essential workflow solutions on competitive analysis, portfolio analysis, asset allocation modeling, and reporting for east coast client base. Product suite included Morningstar Direct, EnCorr, Workstation, and AIM. Client territory included high profile accounts - Fidelity Investments, John Hancock, MFS Investment.
May 2006 - Mar 2008
Investment Analyst, Global Asset Management
Provided ongoing strategic support of competitive analysis, portfolio management, style analytics, risk modeling, and product positioning. Produced and generated the monthly equity investment model, consumed by mutual fund and wealth managers. Key internal stakeholders: investment policy committee, portfolio managers, research analysts, and product.
Jan 2003 - Apr 2006
Quantitative Analyst, Global Retail Asset Management
Developed essential interpretive and competitive analysis to effectively evaluate portfolio performance and investment style. Spearheaded MPI style analysis to become the standard tool for investment analysis. The firm’s business units included Scudder mutual funds and institutional portfolios. Key internal stakeholders: head of investments, portfolio.
Feb 1995 - Apr 2002
Marketing Analyst, Global Institutional Asset Management
Spearheaded qualitative/quantitative database of institutional investment products. The database became the firm’s ultimate resource for marketing profiles, client presentations, questionnaires, and RFPs. Developed marketing materials for consultant presentations. Key internal stakeholders: president, portfolio managers, client service, and product.
Feb 1990 - Feb 1995
Team & coworkers
Colleagues at Morningstar
Other employees you can reach at morningstar.com. View company contacts for 7453 employees →
SS
Swati Shah
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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DS
Dhairya Sengwa
Colleague at Morningstar
Jodhpur, Rajasthan, India, India
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CA
Costas Alkiviadou
Colleague at Morningstar
United Kingdom, United Kingdom
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EY
Emily Yang
Colleague at Morningstar
Shenzhen, Guangdong, China, China
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RZ
Rongming Zhang
Colleague at Morningstar
Hong Kong, Hong Kong SAR, Hong Kong
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EM
Emily Martin
Colleague at Morningstar
Chicago, Illinois, United States, United States
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YJ
Yashashri Jadhav, Cspo,Psm-I®
Colleague at Morningstar
Thane, Maharashtra, India, India
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RS
Rohit Salunkhe
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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CM
Christopher Margelis
Colleague at Morningstar
Chicago, Illinois, United States, United States
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HN
Hemal Nisar
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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Swati Shah
Colleague at Morningstar
Mumbai, Maharashtra, India, India
View →
DS
Dhairya Sengwa
Colleague at Morningstar
Jodhpur, Rajasthan, India, India
View →
CA
Costas Alkiviadou
Colleague at Morningstar
United Kingdom, United Kingdom
View →
EY
Emily Yang
Colleague at Morningstar
Shenzhen, Guangdong, China, China
View →
RZ
Rongming Zhang
Colleague at Morningstar
Hong Kong, Hong Kong SAR, Hong Kong
View →
EM
Emily Martin
Colleague at Morningstar
Chicago, Illinois, United States, United States
View →
YJ
Yashashri Jadhav, Cspo,Psm-I®
Colleague at Morningstar
Thane, Maharashtra, India, India
View →
RS
Rohit Salunkhe
Colleague at Morningstar
Mumbai, Maharashtra, India, India
View →
CM
Christopher Margelis
Colleague at Morningstar
Chicago, Illinois, United States, United States
View →
HN
Hemal Nisar
Colleague at Morningstar
Mumbai, Maharashtra, India, India
View →
1 education record
Lale Akman education
FAQ
Frequently asked questions about Lale Akman
Quick answers generated from the profile data available on this page.
What company does Lale Akman work for?
Lale Akman works for Morningstar.
What is Lale Akman's role at Morningstar?
Lale Akman is listed as Customer Marketing | Event Management | Campaign Management | Data Visualization at Morningstar.
What is Lale Akman's email address?
AeroLeads has found 2 work email signals at @morningstar.com for Lale Akman at Morningstar.
What is Lale Akman's phone number?
AeroLeads has found 3 phone signal(s) with area code 312 for Lale Akman at Morningstar.
Where is Lale Akman based?
Lale Akman is based in Greater Chicago Area, United States, United States while working with Morningstar.
What companies has Lale Akman worked for?
Lale Akman has worked for Morningstar, Northern Trust, and Deutsche Bank.
Who are Lale Akman's colleagues at Morningstar?
Lale Akman's colleagues at Morningstar include Swati Shah, Dhairya Sengwa, Costas Alkiviadou, Emily Yang, and Rongming Zhang.
How can I contact Lale Akman?
You can use AeroLeads to view verified contact signals for Lale Akman at Morningstar, including work email, phone, and LinkedIn data when available.
What schools did Lale Akman attend?
Lale Akman holds Bachelor Of Arts In Telecommunications from Michigan State University.
What skills is Lale Akman known for?
Lale Akman is listed with skills including Investments, Mutual Funds, Portfolio Management, Training, Asset Allocation, Asset Managment, Portfolio Attribution, and Product Development.
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