Douglas Morris

Douglas Morris Email and Phone Number

CEO at Sharesight Limited @ Sharesight Limited
Douglas Morris's Location
Greater Sydney Area, Australia, Australia
Douglas Morris's Contact Details

Douglas Morris work email

Douglas Morris personal email

n/a

Douglas Morris phone numbers

About Douglas Morris

I'm the Chief Executive Officer of Sharesight and a leading voice in the Australasian FinTech and SaaS industries. I started out with Morningstar, Inc. (NASDAQ: MORN) in Chicago, IL, where I served in a project management role within the investment management business. Then I joined the Business Development Group and relocated to Sydney focussing on growing adviser and institutional business lines. Next, I served as Product Manager for Morningstar Adviser Research Center, a platform serving financial advisers and then Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution. I joined Sharesight as General Manager in 2013, before being named CEO in May 2015.

Douglas Morris's Current Company Details
Sharesight Limited

Sharesight Limited

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CEO at Sharesight Limited
Douglas Morris Work Experience Details
  • Sharesight Limited
    Chief Executive Officer
    Sharesight Limited May 2015 - Present
    Sydney, New South Wales, Au
    Sharesight gives investors and financial professionals the ability to aggregate their investment accounts and sync trading, dividend, and corporate action data going forward - automatically - all within our easy to use, cloud-based portfolio admin system.Get all of your accounts speaking the same language. Sharesight is the "source of truth" for hands on investors, accountants, SMSFs, and financial advisers seeking to maintain one, cost-effective source of investment performance and tax positioning.Keep track of your daily performance, adjust tax treatments, run bespoke reports, even connect to our add-on partners like Xero and CMC Markets.Sharesight is perfect for anyone seeking a cost-effective solution to portfolio admin. Spend less time and money up front, and spend more time making better investment decisions.Free trial access: www.sharesight.com
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  • Sharesight Limited
    General Manager
    Sharesight Limited Apr 2013 - May 2015
    Sydney, New South Wales, Au
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  • Morningstar
    Global Product & Marketing Manager - Equity And Credit Research
    Morningstar Aug 2011 - Apr 2013
    Chicago, Il, Us
    Responsible for global distribution of Morningstar's independent, qualitative research to wealth management groups, financial advice networks, and online brokers on equities, managed investment products, and credit securities. Also responsible for the construction and distribution of a cloud-based platform to further propagate Morningstar's research, model portfolios, data, and commentary.
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  • Morningstar
    Product Manager - Research
    Morningstar Sep 2009 - Aug 2011
    Chicago, Il, Us
    Responsible for the strategic directions, sales, and construction of an Australasian financial services platform, underpinned by Morningstar's analyst research and tools. Duties included extending Morningstar's reach across Australian and New Zealand based dealer groups.
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  • Morningstar
    Business Development
    Morningstar Oct 2006 - Sep 2009
    Chicago, Il, Us
    Responsible for expanding Morningstar's three key platforms within the Australasian market. Business development efforts focused on fund managers, financial advisers, and retail finance portals.
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  • Chicago Board Of Trade
    Clerk
    Chicago Board Of Trade May 2000 - Aug 2004
    Us
    Ran trade orders from phone banks into grain and financial futures open-outcry trading pits. Also responsible for organising brokerage accounts.
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Douglas Morris Skills

Investments Financial Services Equities Strategy Business Development Wealth Management Sales Securities Financial Advisory Asset Management Mutual Funds Marketing Strategy Product Marketing Kanban Xero Asset Managment Fixed Income Website Development Agile Project Management

Douglas Morris Education Details

  • Southern Methodist University
    Southern Methodist University
    Psychology
  • New Trier High School
    New Trier High School
  • Sears School
    Sears School

Frequently Asked Questions about Douglas Morris

What company does Douglas Morris work for?

Douglas Morris works for Sharesight Limited

What is Douglas Morris's role at the current company?

Douglas Morris's current role is CEO at Sharesight Limited.

What is Douglas Morris's email address?

Douglas Morris's email address is do****@****tar.com

What is Douglas Morris's direct phone number?

Douglas Morris's direct phone number is +61 439 00*****

What schools did Douglas Morris attend?

Douglas Morris attended Southern Methodist University, New Trier High School, Sears School.

What skills is Douglas Morris known for?

Douglas Morris has skills like Investments, Financial Services, Equities, Strategy, Business Development, Wealth Management, Sales, Securities, Financial Advisory, Asset Management, Mutual Funds, Marketing Strategy.

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