Morningstar names chief product officer, chief revenue officer
A Morningstar veteran, Ms. Rothschild joined the company in 1993 as a fund analyst and later served in leadership roles across research, products, and business development.
Most recently, Ms. Rothschild was head of global advisor solutions, setting the strategic direction for the company’s wealth management and online brokerage business.
She holds the Chartered Financial Analyst (CFA) designation and sits on the board of directors of Y-Charts, a financial terminal provider based in Chicago.
Mr. Dunn joined Morningstar as its first chief revenue officer, responsible for the company’s sales philosophy, strategy, and execution.
Mr. Dunn previously held several sales leadership roles at IBM, where he developed a strong background in solutions sales, client service, sales operations, and go-to-market strategy.
Mr. Dunn most recently served as vice president of IBM’s Midwest enterprise unit, responsible for sales, marketing, strategy, channels, and customer service in the region for the complete IBM portfolio, including cloud, software, services, systems, and IBM Credit, LLC.
Before joining IBM in 2007, he led sales, account management, and client service at Neology, a software and technology services division of SmithBucklin Corporation.
Ms. Rothschild and Mr. Dunn join other members of Morningstar’s senior leadership team.