• Led global product development and commercial and pricing strategy for a suite of asset management marketing data products• Launched new environmental, social, and governance (ESG) data package, and partnered with sales to drive client adoption• Routinely identified new licensing opportunities for sales by analyzing asset managers’ product lineups, market position, and distribution strategy• Significantly reduced operational costs for financial communications business while continuing to grow revenue

• Led technical implementation for Morningstar's new data set offerings, working with research owners to refine and test methodologies based on requirements gathered from clients and product• Designed data technology group’s quarterly feature roadmaps, which were used firmwide to communicate priorities for the development of a single-source-of-truth data warehouse• Served as data technology’s functional expert on entitlement and metadata, articulating business needs for third-party and premium content entitlement and metadata standards to the API development team• Regularly created storytelling content for senior technology leaders, including written messaging, illustrations, and video presentations

• Headed key areas of a database integration project across a distributed global team, including the migration of data collection and calculation processes• Oversaw high-touch relationships with key asset management clients, working to set expectations and minimize the impact of the systems consolidation project on their businesses• Managed a data analyst, emphasizing an improved customer experience through adoption of a rigorous cross-training and documentation plan• Spearheaded embedding the Morningstar Style Guide directly into the editorial content management system, automating the copy editing team’s manual application of more than 500 rules across thousands of articles written by fund, equity, and market analysts each year

• Led initiative to retool Principal Risk data as a compliance solution for the Department of Labor’s 404(a) regulation• Completed a global Lean Six Sigma project for Investment Strategy data collection, improving collection accuracy from 67% to 98%• Won a division-wide award for designing and building a customizable tool that automated editorial checks to provide instant upstream QA