Denise Diaz-Delgado
Retirement Services Representative at Morningstar
- Role
- Retirement Services Representative at Morningstar
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Denise Diaz-Delgado
I am a financial services professional currently working as a Retirement Services Representative at Morningstar in Chicago. In this role, I support retirement plan participants and financial advisors by helping them navigate investment and retirement solutions, understand financial products, and make informed decisions about their long-term financial goals.My background combines financial analysis, client engagement, and data-driven problem solving. While studying finance at the University of Notre Dame’s Mendoza College of Business, I gained experience in investment research and financial modeling as an Investment Analyst at Fighting Irish Capital, where I conducted equity analysis and portfolio evaluation.Earlier in my career, I gained client-facing and operational experience through roles at J.P. Morgan Private Bank and Lawndale Christian Health Center, building strong communication, analytical, and relationship management skills.
Experience
Retirement Services Representative
Mar 2026 — Present · Chicago, IL, US
Education
University of Notre Dame - Mendoza College of Business
Graduate-Level Coursework, Finance
Dominican University
Bachelor of Arts - BA, Psychology & Criminology
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