Greater Chicago Area My leadership was critical to transforming Morningstar into a lean, growth- oriented organization. I instilled a digital mindset and culture of operational fitness worldwide to support transformation. Additionally, I introduced emerging technologies like AI, ML, NLP, and RPA. I was the executive sponsor of the Women and Asia Affinity groups. Key wins: ✅ Helped to digitally transformed the Data Collections team (>1000 FTEs, largest Morningstar team) by introducing emerging technologies like AI, ML, NLP & RPA ▹ Achieved 10-15% productivity, increased operational effectiveness, and automated processes with RPA. ▹ Introduced AI/ML to digitally capture data from documents for faster, more accurate data. ✅ Helped build the world’s best investment databases by creating holistic LEAN adoption system (in-house LEAN training, process certification, KPIs, customer insights) and new ways of working. ✅ Transformed Morningstar software development from waterfall to agile. Agile methodology fueled faster go-to-market (GTM) speed: software product development speed tripled; design thinking and user research led to product innovation. ✅ Created a unified go-to-market approach and boosted large enterprise client wallet share by overseeing worldwide organizational simplification initiative in partnership with CEO and other C-suite leaders. ✅ Enhanced customer experience for key enterprise clients by streamlining customer-facing processes. ✅ Transformed offshore centers into ‘Growth & Innovation Hubs’ harnessing Agile, LEAN innovation. Chief Quality & Transformation Officer January 2018 - April 2020 (2 years 4 months) Greater Chicago Area Chief Quality Officer May 2010 - December 2017 (7 years 8 months) Page 3 of 5