• Advanced the competitiveness of Wealth Management software solutions through partnerships.• Filled capability gaps and integrated data and workflows between Morningstar and third-party software.• Leveraged industry events, professional network, and sales team to source partnership opportunities. • Collaborated with sales, success, and product teams to vet over 100 opportunities.• Identified avenues for collaboration and integration, created strawmen, and advised prospective partners on product-market fit.• Secured partnerships with leading CRMs as well as digital marketing, financial planning, document management, and trade execution solutions, resulting in new sales and increased client retention.• Negotiated significant contract amendment with Morningstar’s #1 partner to allow for go-to-market with a new product line-up and pricing model. • Chaired Morningstar Wealth Advisory Board, composed of industry consultants and advised Morningstar Wealth’s senior leadership on business strategy.• Played key role in securing funding for building the Wealth Platform.• Facilitated in-person and on-line sales training.• Created client-facing collateral and reference materials.• Responsible for pricing non-standard deals, generating pricing metrics, and informing pricing strategy.

As the Director of Third Party Content, I was responsible for managing relationships with 300 data provider generating $100M in annual revenue through their relationships with Morningstar. Concurrently, as Director of Data Products, I lead an Agile transformation. Together, we significantly increased development transparency and throughput, reduced lead times, and reduced backlog, and won 28 new data distribution deals with external data partners, providing for the use of new third-party data in the Morningstar analytics platform and increasing revenue share agreements between Morningstar and its data partners.

The Deal Desk serves as the expert resource for large and complex deals, and was a key contributor to supporting Morningstar’s continued revenue growth from $760M (FY 2014) to $2B (FY 2023). In this role I helped lead and build the Deal Desk from the ground up, turning our chief revenue officer’s vision into reality by establishing playbooks, processes and procedures around pricing, bundling, deal structure, and RFPs/RFIs, as well as through direct participation in sales opportunities involving all of the above across all lines of business.

I was responsible for building an asset allocation software solution to replace our legacy product. In addition to the usual product management responsibilities, I stood up a comprehensive sales training program, enabling the sales team to confidently handle this complex sale, win new business, and convert legacy clients with minimal churn.

As the Content Partnership Manager, I owned both data vendor management and the related software product management function. By revamping data governance and building and implementing a suite of data entitlement and reporting capabilities I transformed our relationships with five leading global index providers into strong mutually beneficial partnerships. Index providers were able to triple sales through the Morningstar platform within 24 months, resulting in numerous new data distribution deals for Morningstar.

Value-based contract development and automation services to healthcare providers and suppliers throughout the United States. SaaS technology platform to automate the tracking, execution and evaluation of value-based agreements for medical products. As a member of the Mondopoint Advisory Board, I was able to assist Mondopoint with various strategic aspects of their business, notably how to capture the opportunity presented by value-based healthcare, which was gaining momentum and relative to traditional fee-for-service models.