Sapphire
Joe Viola
Title
Head of Global Infrastructure
https://www.linkedin.com/in/jviola
Small Talk Topics
- Loves golf
- Went to Iowa State University
- Recently was head coach of a youth flag football team
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
$2 B
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. Since then, a number of account team changes were made and the account has stabilized.