Jaimes Southworth
Customer Success Team – Morningstar Direct | Recent Denison University graduate
- Role
- Customer Success Onboarding Specialist at Morningstar
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
Experience
Customer Success Onboarding Specialist
Jul 2025 — Present · Chicago, IL, US
Partner with asset managers and wealth management teams at leading enterprise and boutique firms to maximize the value of Morningstar Direct, a global research and analytics platform for investment professionals- Lead personalized training for new seats, ensuring confident adoption of the software across workflows such as investment research, asset allocation, portfolio management and analysis, risk and sustainability analysis, competitive analysis, and manager research
Education
Denison University
Bachelor of Arts - BA
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