Global business and product leader responsible for Morningstar® Advisor Workstation and Morningstar® Annuity Intelligence Report - Enterprise SaaS Solutions. • Lead a global product group ($90M portfolio) comprised of 50+ team members across level II product support, product development, product management (product owners, scrum masters, DBA, development leads, technical leads, software technologist) and UX/visual designers • Develop a data-driven strategy (market segmentation, regulation assessment, competitive analysis, customer persona) for an evolving investment data, research and proposal generation platform • Evaluate new market opportunities to help define and refine product vision through product-market fit analysis and competitive market analysis• Partner with regional commercial owners and product marketing to translate the initiatives aligned to the vision/product roadmap and customer value proposition messaging • Collaborate with cross-functional teams to manage the development and execution of comprehensive and strategic go-to-market plans including customer value prop development, financial models, and price/packing models to drive business growth including ROI analysis for customers• Define, implement and evaluate product metrics and business key performance indicators to ensure business and product success

• Collaborate with cross-functional global leaders and work streams to steer and execute advisor segment strategy • Lead a team of 14 relationship managers responsible for client retention, customer satisfaction, and business growth for the asset manager and independent advisor segment• Manage the day-to-day business operations for Morningstar Office and Morningstar Direct Client Solutions Consultant Team• Develop and monitor policies, procedures, operation structure, and information flow

• Lead a team of 7 B2C/B2B Client Solutions Consultants (CSC) responsible for client retention, customer satisfaction, and business growth for the independent advisor segment• Manage the day-to-day business operations for the Morningstar Office CSC team

I provide a holistic one-on-one consultative approach to supporting the core aspects of an independent financial advisors practice. Areas of consultancy include: - Practice Management - Portfolio Management - Client Management - Investment Planning - Investment Research - Document Management

Leader in consultative services for the financial services industry. Specialties include strategic business planning/territory management, new business development, sales training, marketing/product design, vendor management, contract negotiation, business process development, and client relationship management. Strengthening partnerships by providing exclusive support and solutions to client partners ( I.E. insurance Carriers, Distributors, Banks, and Broker Dealers).