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Jeff Sandell
Senior Product Manager at Morningstar
Professional Background
Jeff Sandell is an accomplished Senior Product Manager with an extensive track record in the financial services industry. With over a decade of experience, Jeff has honed his skills in asset allocation optimization, performance measurement, and agile product development. His career reflects a deep commitment to enhancing investment processes and creating innovative solutions that meet the needs of institutional investors.
Currently serving as a Senior Product Manager in Institutional Investing at Morningstar, Jeff plays a crucial role in shaping product strategies that drive value for clients and stakeholders. His expertise not only encompasses product management but also extends to understanding the dynamic landscape of financial services, where he adeptly navigates through challenges and seizes opportunities.
Prior to his tenure at Morningstar, Jeff excelled at Charles Schwab as a Senior Product Manager in Performance Reporting. In this role, he was instrumental in developing performance reporting solutions that facilitated data-driven decision-making for wealth managers and institutional investors. His previous experience includes being a Product Manager in Digital Wealth Management, where he contributed to the firm's innovative approach to delivering investment solutions online.
Before joining Charles Schwab, Jeff was a Product Manager at FactSet, where he specialized in analytics, helping clients harness the power of data and insights to make informed investment choices. His journey in the industry began at FactSet as a Product Sales Specialist and progressed through roles including Senior Consultant in Investment Management. Jeff's foundational experience includes working as a Business Analyst at SCORE, along with several positions at The University of Arizona, where he gained invaluable insights into business operations and client relations.
Education and Achievements
Jeff Sandell earned his Bachelor of Science (B.S.) in Business Economics with a focus on Entrepreneurship from the prestigious University of Arizona, Eller College of Management. Graduating with honors and a remarkable GPA of 3.975, he demonstrated not only academic excellence but also a strong foundation in economic principles and business strategy.
Jeff further distinguished himself by obtaining the Certificate in Investment Performance Measurement (CIPM) designation in 2017. This certification underscores his commitment to maintaining high standards in performance measurement and reporting, a crucial aspect of effective asset management.
Achievements
Throughout his career, Jeff has consistently been recognized for his ability to lead cross-functional teams and drive product innovations that enhance client satisfaction and performance. His deep understanding of the financial services landscape, combined with his technical expertise in product development, has made him a valuable asset to every organization he has been part of.
Notably, Jeff's contributions at Charles Schwab and Morningstar have not only resulted in successfully launched products but also in the continuous improvement of existing services, which have significantly boosted operational efficiency and client engagement. His forward-thinking approach and meticulous attention to detail ensure that he remains at the forefront of industry trends and client needs, allowing him to effectively anticipate market changes and align product offerings accordingly.