CIO Diamond Platinum
Laura Kohl
Title
Global CIO
https://linkedin.com/in/laurakohl
Small Talk Topics
- I know she has 3 daughters, 2 who I believe will 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
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
Current Opportunities
- Closed a $9K a month new location in Mumbai in February
- We have 2 Opportunities open for new SD WAN Secure sites
- We have consistently been adding new services over the last 6 – 7 months, as they open new locations
Share of Wallet Monthly Recurring Charges $
$173,000
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.