Own discovery, validation, and delivery of agentic AI use cases for Morningstar Direct. Lead market research, experiments, prototypes, requirements, product vision, prioritization, and execution with engineering, data, design, sales, marketing, and client success teams. Engage financial professionals through demos and feedback sessions, while incorporating responsible AI principles including bias, safety, privacy, and reliability.

Owns product operations for Morningstar Indexes, including pricing strategy and governance, roadmap prioritization, business intelligence, AI initiatives, commercial opportunity evaluation, and investment business cases. Partners with Product, Operations, Technology, Legal, Compliance, Finance, and Sales to align delivery with commercial priorities, ensure governance, and support product growth. Presents recommendations and trade-offs to senior stakeholders.