“I worked for Dave for five years, reporting directly to him for two. During this time Dave led the transformation of Morningstar’s client experience from tactical and reactive to strategic and dynamic. Dave’s deep experience and success within Morningstar’s sales organization made him the perfect fit to elevate Morningstar's client service function. In addition to Dave’s leadership capabilities, he has strong executive presence. He approaches challenges both analytically and creatively and has the ability to take complex data and present it in a cohesive, digestible format for any audience. He serves as a trusted advisor to employees at all levels and is equally comfortable speaking to audiences ranging from the BOD to entry level employees. On a personal note, it was the utmost pleasure to have shared my professional life with Dave and I am grateful for his continued support throughout my career. ”
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We are thrilled to introduce Manon Lasserre, Vice President of Relationship Management for the Americas. Manon has worked in the industry for the…
We are thrilled to introduce Manon Lasserre, Vice President of Relationship Management for the Americas. Manon has worked in the industry for the…
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We're extremely proud to announce that we made the list of Best Places to Work in Fintech 2024 from American Banker! We came in at #34 in the…
We're extremely proud to announce that we made the list of Best Places to Work in Fintech 2024 from American Banker! We came in at #34 in the…
Liked by Dave Goes
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Ok i had an idea. I’m semi drowning - new job (new jobs are a lot!), bunch of board work, life & a book coming out in a month. I’m also getting…
Ok i had an idea. I’m semi drowning - new job (new jobs are a lot!), bunch of board work, life & a book coming out in a month. I’m also getting…
Liked by Dave Goes
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A little Morningstar alumni gathering last night while in Chicago with Scott Burns Dermot O'Mahony Cristina Rossman So great to see everyone, I miss…
A little Morningstar alumni gathering last night while in Chicago with Scott Burns Dermot O'Mahony Cristina Rossman So great to see everyone, I miss…
Liked by Dave Goes
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Looking forward to my first #DeVoeElevate2024 event next week in Scottsdale where I will join Yelena Melamed and Christina Viglietta, CFA to discuss…
Looking forward to my first #DeVoeElevate2024 event next week in Scottsdale where I will join Yelena Melamed and Christina Viglietta, CFA to discuss…
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Sharing for my #Chicago network (getting to work with Sarah T. is one of the perks ✔ )
Sharing for my #Chicago network (getting to work with Sarah T. is one of the perks ✔ )
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It was an honor to be the emcee for the 22nd BrandSmart Conference yesterday in Chicago Navy Pier! It was a great day packed with so many…
It was an honor to be the emcee for the 22nd BrandSmart Conference yesterday in Chicago Navy Pier! It was a great day packed with so many…
Liked by Dave Goes
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Looking forward to the 16th annual Qualified Plan Advisors #Fiduciary Summit on May 7th. Excited for our panel's conversation on Fiduciary &…
Looking forward to the 16th annual Qualified Plan Advisors #Fiduciary Summit on May 7th. Excited for our panel's conversation on Fiduciary &…
Liked by Dave Goes
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Hard to believe that a year ago we attended our first #IASBO Conference and Isle Data was still a product in development. But a year later we are…
Hard to believe that a year ago we attended our first #IASBO Conference and Isle Data was still a product in development. But a year later we are…
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The fun part of my job is showcasing our amazing customers that take their organizations Forever Forward with #Workday. From our Innovation Summit…
The fun part of my job is showcasing our amazing customers that take their organizations Forever Forward with #Workday. From our Innovation Summit…
Liked by Dave Goes
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Happy to spread the news that Advyzon is now available to advisors at LaSalle St. Securities, greatly augmenting their tech offerings! Lasalle St.'s…
Happy to spread the news that Advyzon is now available to advisors at LaSalle St. Securities, greatly augmenting their tech offerings! Lasalle St.'s…
Liked by Dave Goes
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Looking forward to speaking about personalization in retirement plans at the Qualified Plan Advisors Fiduciary Summit in May. It should be an…
Looking forward to speaking about personalization in retirement plans at the Qualified Plan Advisors Fiduciary Summit in May. It should be an…
Liked by Dave Goes
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Congrats to Sabrina Macpherson for her nomination, extremely well deserved!!
Congrats to Sabrina Macpherson for her nomination, extremely well deserved!!
Liked by Dave Goes
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Switched up my red for Morningstar #GlobalVolunteerDays where I joined over a hundred moms and supporters with Moms Demand Action for Gun Sense in…
Switched up my red for Morningstar #GlobalVolunteerDays where I joined over a hundred moms and supporters with Moms Demand Action for Gun Sense in…
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