Morningstar, Inc.
Regional Sales Directors at Morningstar Wealth promote Managed Portfolios to independent financial advisors across the Pacific Northwest. The role involves building client relationships, conducting presentations, and utilizing Salesforce to drive sales results. Candidates will work independently and collaboratively to represent Morningstar's investment solutions and portfolio management concepts.
Headquarters
Chicago, Illinois, United States
Company Size
10001+ employees
Founded
1984
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Morningstar, Inc..
104% above the average for this role