Brendan Donahue

Bachelor's

Finance

Morningstar

Morningstar Development Program Peer Supervisor

- Selected by leadership to supervise and audit the casework of 5 peers, ensuring adherence to quality standards - Lead bi-weekly evaluations of team members, resulting in a 12% improvement in team performance - Communicate new case management and escalation processes to mentees - Morningstar Development Program - Priority Client Relations Specialist - Selected by leadership to manage communications with priority clients regarding questions or issues with the Morningstar Direct product - Managed detailed weekly and monthly reports of issues, trends in case volume, and impact to priority clients to inform decision-making by executives - Cultivated relationships with client's Customer Success Managers to gain insight into the needs of priority - $4M - Identified product issues and facilitated plans to address them, working closely with customers, developers, and managers to foster transparent communication and successful resolutions - Morningstar Development Program - Financial Product Specialist - Assisted Morningstar Direct users with 1,300+ cases related to technical, data, and general issues, delivering - Led team on KPIs (quality assurance, customer satisfaction, case cycle time) with an average score of 98.80 - Proactively communicated 500+ larger issues to product developers, driving improvements to enhance the end - Edited and published analysts earnings reviews on Morningstar.com, generating over 150,000 views