Richard Holt is a client-focused IT professional with over 10 years of experience as a project manager at Morningstar. He has managed highly visible projects while building relationships with institutional clients. As a project manager at Morningstar, his responsibilities include supporting operational functions, serving as a product owner/scrum master for teams, planning and communicating releases, and collaborating across groups. Previously he held positions providing technical support directly to clients and identifying opportunities to streamline processes and reduce risk.

1. Richard Holt
Chicago, IL ∎ richcrimson@gmail.com ∎773/865-2478
Summary
Client-focused IT professional with over 10 years of experience managing highly visible and
impactful projects while building and cultivating relationships with institutional clients
Professional Experience
Morningstar 2007 - Present
Project Manager - Operations
 Support the operational and administrative functions associated with running the
platforms, products and services offered through company site
 Serve as hybrid Product Owner/Scrum Master for local and off-shore teams supporting
Morningstar.com
 Participate in internal and company-wide operations related planning meetings
 Plan, coordinate, document and communicate all operations releases to stakeholders
 Manage multiple projects while meeting challenging deadlines
 Work with external and internal project stakeholders to define and document project
scope and detailed functional, non-functional, and technical requirements
 Communicate project status, project scope, scheduling, and risk
 Collaborate with groups throughout Morningstar to proactively identify and manage
interdependencies
 Assess workflows to identify opportunities to improve operational efficiency
 Serve as Incident Manager during site outages
Senior Operations Analyst
 Provided technical support directly to multiple institutional clients for a web-based tool
 Served as primary point-of-contact for our client’s technical support teams
 Lead ongoing status meetings with business and technical teams for our institutional
clients to measure ongoing processes and potential improvements
 Identified opportunities to streamline processes and reduce operational risk thru the
automation of tasks
 Managed periodic maintenance releases of software products
 Triaged issues identified in the tracking system to ensure they were properly assigned
and addressed in timely manner
 Created client and internal project-driven test plans for new client implementations,
product updates, methodology results, and legal compliance

2.  Coordinated and lead conference calls for client-integration testing on Morningstar
products for project kick-offs and status tracking of integration testing
 Provided training and mentored new team members
 Trained client contacts to ensure understanding of the functionality and complexity of
products
Hewitt Associates
2005 – 2007
Set-up Configuration Analyst
Participated in the set up and maintenance of the technology platform for a client’s
administration system
 Analyzed and resolved problems with software in order to provide customized propriety
software solutions to clients
 Scoped analysis for new features and software problems and performed regular quality
testing
 Created procedures for reusable queries and data correction while utilizing SDLC
development standards
Household International
1999 – 2003
Positions held: Underwriter, Loan Officer, Commercial Credit Analyst
Education
DeVry University, B.S. Information Technology
Indiana University, B.S. Public Affairs