Attending Guest Profiles: All

Attending Guest Profiles: All

By Track

Sapphire

Joe Viola

Title

Head of Global Infrastructure

Email

[email protected]

LinkedIn

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.

On-Site Updates​
One-Site Updates