Sapphire Platinum Gold
Laura Kohl
Title
Global CIO
https://linkedin.com/in/laurakohl
Small Talk Topics
- Has 3 daughters, 2 who may be attending with her and her husband on spring break. The other daughter works for Delta in Atlanta.
- Laura is is a member of the Legacy Masergy Customer Advisory Board and was in Philly last November.
- She enjoys golf and previously worked for United Airlines.
Company
Morningstar, Inc.
Company Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers a line of data, software, research, and investment management offerings for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors.
Industry
Finance
HQ Location
Chicago, Illinois
# of Branches
51
Revenue
$2B
Sales Rep
Paul Bunting
Current Solutions & Services
SD-WAN Secure
Share of Wallet Monthly Recurring Charges $
$173K
Issues and/or Executive Support Requested
We needed, and received, Executive support in 2023 after a meeting between Joe and Chris McFarland. There were issues with the overall account. A number of account team changes were made and the account has stabilized.