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Vincent Florack Email & Phone Number
Financial Planning Analyst
at
Compass Financial Partners
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Analyst
Location
Greater Chicago Area, United States, United States
Company size
Who is Vincent Florack? Overview
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Quick answer
Vincent Florack is listed as Financial Planning Analyst at Compass Financial Partners, a company with 27 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Vincent Florack.
Vincent Florack previously worked as Director Of Strategic Partnerships at Morningstar and Director of Data Products and Third Party Content at Morningstar. Vincent Florack holds Mba, Finance And Marketing from Northwestern University - Kellogg School Of Management.
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Email format at Compass Financial Partners
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Compass Financial Partners
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Profile bio
About Vincent Florack
Builder, creative problem solver, and change agent with progressive, multi-disciplinary background in financial services and SaaS. History of leading cross-functional initiatives requiring close collaboration with front-line personnel, clients, partners, and executives. Track record of delivering transformative solutions in data, software, and commercial strategy for advisors and asset managers. Coursework in climate risk, sustainability reporting, climate finance, and ESG investing. International business experience with native fluency in French and German and proficiency in Spanish. Passionate developer of talent, well-regarded for ability to recruit, train, and retain high-performing teams. MBA, Northwestern University. Personable and skilled facilitator.veflorack@gmail.com
Current workplace
Vincent Florack's current company
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Compass Financial Partners
9 roles
Vincent Florack work experience
A career timeline built from the work history available for this profile.
Director Of Strategic Partnerships
Current- 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.
Mar 2019 - Present
Director Of Data Products And Third Party Content
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.
Dec 2015 - Feb 2019
Deal Desk Leader
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.
Feb 2014 - Dec 2015
Product Manager, Asset Allocation
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.
Sep 2012 - Jan 2014
Content Partnership Manager
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..
Mar 2010 - Jan 2014
Member Of Advisory Board
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.
Apr 2019 - Dec 2023
Senior Trader
Feb 2006 - Dec 2009
International Business Manager
Mar 2004 - Feb 2006
2 education records
Vincent Florack education
Mba, Finance And Marketing
Northwestern University - Kellogg School Of Management
B.A., Economics
University Of Washington
FAQ
Frequently asked questions about Vincent Florack
Quick answers generated from the profile data available on this page.
What company does Vincent Florack work for?
Vincent Florack works for Compass Financial Partners.
What is Vincent Florack's role at Compass Financial Partners?
Vincent Florack is listed as Financial Planning Analyst at Compass Financial Partners.
Where is Vincent Florack based?
Vincent Florack is based in Greater Chicago Area, United States, United States while working with Compass Financial Partners.
What companies has Vincent Florack worked for?
Vincent Florack has worked for Compass Financial Partners, Morningstar, Mondopoint, Llc, and Matlock Capital.
How can I contact Vincent Florack?
You can use AeroLeads to view verified contact signals for Vincent Florack at Compass Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Vincent Florack attend?
Vincent Florack holds Mba, Finance And Marketing from Northwestern University - Kellogg School Of Management.
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