Associate Director, Client Service - Morningstar Index
Current
Jul 2022 - Present
AeroLeads people directory · profile
Zach Chen Email & Phone Number
Associate Director, Client Service - Morningstar Index
at
Morningstar
1 work email found
@morningstar.com
3 phones found area 304 and 312
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Director, Client Service - Morningstar Index
Location
Greater Chicago Area, United States
Company size
Who is Zach Chen? Overview
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Quick answer
Zach Chen is listed as Associate Director, Client Service - Morningstar Index at Morningstar, a with 7453 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at morningstar.com, phone signal with area code 304, 312, and a matched LinkedIn profile for Zach Chen.
Zach Chen previously worked as Manager - Morningstar Index at Morningstar and Customer Support Manager - Morningstar Direct & Office at Morningstar. Zach Chen holds Master Of Science (M.S.), Finance, General from West Virginia University.
Company email context
Email format at Morningstar
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{first}.{last}@morningstar.com
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AeroLeads found 1 current-domain work email signal for Zach Chen. Compare company email patterns before reaching out.
Profile bio
About Zach Chen
Solid skills in analytical research including financial reporting & analysis, corporate valuation & forecasting and financial data implications.CFA Level 3 CandidateStrong service & data support/operation process improvement, client relationship management, Team management & leadership
Listed skills include Data Analysis, Finance, Financial Analysis, Research, and 17 others.
Current workplace
Zach Chen's current company
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Morningstar
12 roles
Zach Chen work experience
A career timeline built from the work history available for this profile.
Manager - Morningstar Index
Oversee global client service function for Morningstar Index Business
Customer Support Manager - Morningstar Direct & Office
Jul 2020 - Dec 2021
Data Leader- Global Data
Morningstar
Define and build Morningstar Data/Product/Research support model and process improvement Engage in people development across the global team
Jan 2017 - Jun 2020
Client Solution Consultant
Apr 2015 - Dec 2016
Data Analyst, Close End Fund
Morningstar
Nov 2013 - Apr 2015
Data Management Analyst
•Participate in quality oversight of imported data• Analyze and research ad hoc transactions/issues• Conduct day to day management of multiple data for financial advisory firms• Reconcile position information back to custodian import by troubleshooting data issues and resolving discrepancies• Work directly with prfessional finance advisors and establish consistent communications for awareness of data issues
Nov 2012 - Nov 2013
Finance/Accounting Specialist
Interact actively with vendors and handle all inquiriesPerform invoice review and research on invoice and payment discrepanciesAssist General Manager,Assistant Manager and Finance Officer in expenditure project, retirement plan and grant applicationEngage in pricing research and procurement analysis for the purpose of cost savingManage passenger riding list
Sep 2012 - Nov 2012
Finance Intern
Account payable, inventory and payroll managementPricing research and procurement analysisFinancial report and audit preparation
Jun 2012 - Sep 2012
Research Assistant
Academic Professional ExperienceProject :The impact of ownership structure and the crisis shock on the lending practice Instructor: Dr.Hsiang-Ping Tsai/ Assistant Professor of Finance in Yuan-Ze University, TaiwanLoan Data collecting and analysisAnalyze lending characteristic changes and hold up and oversubscription phenomena between the lender and borrower once ownership structures change
Feb 2010 - Jun 2011
Teaching Assistant
Teaching Assistant for International Finance/ Financial Market & InstitutionsLead group discussion with undergraduate studentsTeach and tutor undergraduate students in both subjectsAssist Instructor in course development
Feb 2010 - Jun 2011
Research Assistant
Academic Professional ExperienceProject:Early signals of Financial Conglomerate Instructor: Dr.Hsiang-Ping Tsai/ Assistant Professor of Finance in Yuan-Ze University,TaiwanData collecting and analysisObserve the monitoring role of information disclosure or analyst behavior against the troubled institution during the recent financial crisis we met recently.Examine the government intervention in financial conglomerates signaling trouble early
Jan 2009 - Aug 2010
Team & coworkers
Colleagues at Morningstar
Other employees you can reach at morningstar.com. View company contacts for 7453 employees →
LH
Laura Hsia
Colleague at MorningstarShenzhen, Guangdong, China
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PJ
Priyanka Jadhav
Colleague at MorningstarChhatrapati Sambhajinagar, Maharashtra, India
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JA
Justin Anthony, Cissp
Colleague at MorningstarMumbai, Maharashtra, India
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TT
Teej Ten
Colleague at MorningstarOakland, Maryland, United States
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BA
Bilal Ahmad
Colleague at MorningstarMumbai, Maharashtra, India
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AW
Akshay Wankhade
Colleague at MorningstarMumbai, Maharashtra, India
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SS
Sharvari Sawant
Colleague at MorningstarMumbai, Maharashtra, India
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ZC
Zhenmin(Mandy) Chen
Colleague at MorningstarShenzhen, Guangdong, China
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SP
Shane Packman, Cfa
Colleague at MorningstarCity Of Cape Town, Western Cape, South Africa
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MS
Mohd Shaqib
Colleague at MorningstarMumbai, Maharashtra, India
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Laura Hsia
Colleague at MorningstarShenzhen, Guangdong, China
View →
PJ
Priyanka Jadhav
Colleague at MorningstarChhatrapati Sambhajinagar, Maharashtra, India
View →
JA
Justin Anthony, Cissp
Colleague at MorningstarMumbai, Maharashtra, India
View →
TT
Teej Ten
Colleague at MorningstarOakland, Maryland, United States
View →
BA
Bilal Ahmad
Colleague at MorningstarMumbai, Maharashtra, India
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AW
Akshay Wankhade
Colleague at MorningstarMumbai, Maharashtra, India
View →
SS
Sharvari Sawant
Colleague at MorningstarMumbai, Maharashtra, India
View →
ZC
Zhenmin(Mandy) Chen
Colleague at MorningstarShenzhen, Guangdong, China
View →
SP
Shane Packman, Cfa
Colleague at MorningstarCity Of Cape Town, Western Cape, South Africa
View →
MS
Mohd Shaqib
Colleague at MorningstarMumbai, Maharashtra, India
View →
2 education records
Zach Chen education
Master Of Science (M.S.), Finance, General
Master Of Science (Ms), Finance, General
FAQ
Frequently asked questions about Zach Chen
Quick answers generated from the profile data available on this page.
What company does Zach Chen work for?
Zach Chen works for Morningstar.
What is Zach Chen's role at Morningstar?
Zach Chen is listed as Associate Director, Client Service - Morningstar Index at Morningstar.
What is Zach Chen's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Zach Chen at Morningstar.
What is Zach Chen's phone number?
AeroLeads has found 3 phone signal(s) with area code 304, 312 for Zach Chen at Morningstar.
Where is Zach Chen based?
Zach Chen is based in Greater Chicago Area, United States while working with Morningstar.
What companies has Zach Chen worked for?
Zach Chen has worked for Morningstar, Mountain Line Transit Authority, and Yuan Ze University.
Who are Zach Chen's colleagues at Morningstar?
Zach Chen's colleagues at Morningstar include Laura Hsia, Priyanka Jadhav, Justin Anthony, Cissp, Teej Ten, and Bilal Ahmad.
How can I contact Zach Chen?
You can use AeroLeads to view verified contact signals for Zach Chen at Morningstar, including work email, phone, and LinkedIn data when available.
What schools did Zach Chen attend?
Zach Chen holds Master Of Science (M.S.), Finance, General from West Virginia University.
What skills is Zach Chen known for?
Zach Chen is listed with skills including Data Analysis, Finance, Financial Analysis, Research, Powerpoint, Corporate Finance, Microsoft Excel, and Microsoft Office.
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