Robert Swanson Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois, United States

- Specialized in Learning & Development. Revamped New Employee Orientation and global onboarding processes.- Aided with implemented of new company-wide Learning Management System (powered by Cornerstone)- Coordinated with leadership to implement a new onboarding platform called Morningstar IQ, eLearning delivered via EasyGenerator. Created course content, organized platform improvements, and proctored live sessions between C-suite leadership and new hires globally. - General responsibilities include: case management, performing interviews, domain project management for benefits, compensation, learning & development, campus recruiting, and talent acquisition.

- Supported complex data and data product cases escalated for review from Level 1 support teams.- Researched identified issues, coordinated solutions across data and product teams to ensure timely resolutions and communicate outcomes to all appropriate team members.- Continually monitored and improved data workflows for teams globally and created training material. - Process owner for Morningstar Category appeals and reviews, on a monthly and quarterly basis.

Chicago, Illinois, United States

Morningstar Managed Portfolios- Service expert for over $1 billion in assets under the management of advisors from the Rocky Mountains and Northwest regions (11 states combined).- Subject matter expert for custodian Charles Schwab.

Chicago, Illinois, United States

Morningstar Managed Portfolios- Collaborated with financial advisors to problem solve and improve efficiency, while sharing expertise of the Managed Portfolios products, and encouraging best practices.- Operated in tandem with several departments and custodial firms in order to provide customer satisfaction for financial advisors and individual investors while also tackling queue responsibilities and inbound phone calls.

Dayton, Ohio, United States

Campus Tour Guide