Max Temkin
Head of Direct Software Sales Specialists (U.S.) at Morningstar
📍 Chicago, Illinois, United States
Max Temkin leads the U. S. Direct Software Sales Specialists team at Morningstar. With over a decade at the company in progressive business development roles, he specializes in leveraging data and analytics platforms to enhance services for financial advisors and asset managers. He holds a Bachelor of Arts from the University of Michigan.
He champions the use of Morningstar Directs Python environment to facilitate custom calculations and automated data delivery for clients.
Read the full overview →Experience
8 Years
Current Role
Head of Direct Software Sales Specialists (U.S.)
Job Level
Mid-senior
Location
Chicago, Illinois, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Max cares about
Financial Data & Analytics
Drives sales for Morningstar's flagship data platform, focusing on core workflows like investment research and portfolio analysis.
FinTech Sales Strategy
Focuses on business development and sales management for software solutions targeted at financial advisors and asset managers.
Career
Work history
1-2025
Head of Direct Software Sales Specialists (U.S.)
Morningstar
8-2021 - 1-2025
Vice President Of Business Development
Morningstar
8-2017 - 9-2021
Business Development Manager
Morningstar
In the press
Media appearances
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Education
Bachelor of Arts (BA)
University of Michigan
Social presence
Other Morningstar Employees
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