Patrick Cooney Email and Phone Number

Responsible for product management of Taxport Brokerage, Sovos’ flagship product for financial institutions. Serve as Agile Product Owner for a Scrum team of 12 developers and QA analysts. Owner of client-partner relationship, including business requirements analysis, feature prioritization, and implementation planning. Accomplishments:• Successfully led product development for a key new client, representing a 20% increase in annual revenue • Reduced deployment-cycle times by implementing new SDLC process for incremental changes• Increased development team effectiveness by 50% by enhancing internal requirements collaboration• Improved Support Team communication by formalizing development status update process

Responsible for project management and system administration for mission-critical technology such as Bloomberg AIM, Data License feeds, and associated front-office systems. Serve as vendor manager and business liaison for cross-functional initiatives. Supervise a direct-report responsible for technical service and software support.Accomplishments:• Successfully led requirements and implementation planning for client-reporting software replacement• Increased front-office effectiveness through mapping and re-engineering Bloomberg data flow and tool usage• Enhanced departmental efficiency and collaboration by leading the development of SharePoint team sites• Decreased regulatory risk by implementing monitoring technology for Dodd-Frank compliance and trade testing

Responsible for leading the strategic and day-to-day operations for a team of 14 serving over 3000 software users. Oversee user implementation, product communication, current-user marketing, and training strategies. Key business lead for SDLC and service-side coordination for software release. Team development - Interview, hire, train, and handle performance corrections and terminations. Serve as a subject-matter expert on client billing, entitlement and user tracking systems.Accomplishments:• Increased overall software contract retention from 75% to 92%, saving $2 million per year• Implemented standard process for contract renewals, with 6.5% increase in unit revenue• Grew team to 14 headcount across three distinct roles• Increased team effectiveness by developing QuickBase CRM workflows and activity tracking• Re-designed quarterly compensation plans to align team incentives to growth goals• Decreased DBA request turn-time by establishing a standard request and prioritization process• LEAN project process Change Champion for corporate and cross-department initiatives • Co-chair for corporate-wide ‘Great Place to Work’ committee on management development• Recognized leader with high levels of team commitment and effectiveness

Managed key institutional client relationships with a total of $12 million in annual revenue. Developed and implemented custom marketing and retention activities to drive adoption of client solutions. Coordinated cross-functional project teams to ensure successful custom software implementation. Represented Morningstar at industry events and client conferences, including roundtables and break-outs.Accomplishments:• Achieved 22% revenue growth in Q1 2009 when overall business unit average was flat• Instrumental in closing a $2 million contract renewal in 2008, the largest ever in the department at the time• Mentored new hires on handling challenging client situations

Managed custom application development projects from discovery, development, QA, through UAT and delivery. Wrote and presented estimates, specifications, and Statement of Work (SOW) documents. Coordinated resolution of network, functionality and data issues across corporate resources.Accomplishments:• Successfully lead simultaneous projects ranging from small implementation to large scale platform changes• Reduced quarterly maintenance man-hours by 50% for a key, custom client product platform• Implemented standardized configuration documentation, significantly reducing new institution set-up timeInstitutional Product Consultant - Advisor WorkstationProvided extensive navigation and functionality support for Advisor Workstation Enterprise application. Educated financial advisors regarding Morningstar methodology and investment data. Solved technical issues, investigated data problems, and assisted root-cause analysis for critical items.Accomplishments:• Received outstanding team member award within 4 months of hire• Averaged over 7 hours of on-call time for 40 to 60 calls per day, including email replies and follow-up

Managed data reporting relationship with high-revenue and high-volume national clients. Consulted clients on data conversions resulting from mergers or reporting technology changes. Conducted extensive data quality audits and presented findings to key client contacts.Accomplishments:• Selected to mentor new associates on optimal work-flow approaches and sensitive client issues • Significantly reduced client audit preparation time by developing macro-based data reformatting toolsAssociate Field Analyst 2000 - 2002Managed client data reporting for regional division with largest client base and maintenance volume. Developed standardized data issue notification documents for sales division• Reduced electronic data delivery set-up time 50% by through implementing paperless pre-qualification• Achieved highest conversion rate from physical media to electronic data transmission