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.
Max Temkin
Head of Direct Software Sales Specialists (U.S.) at Morningstar
Chicago, Illinois, United States
Overview
Topics They Care 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.
Investment Risk Modeling
His team's platform is increasingly used for sophisticated risk modeling and performing stress testing on client portfolios.
Media Appearances
Max has no verified media appearances
Work History
1-2025
Head of Direct Software Sales Specialists (U.S.) at Morningstar
8-2021 - 1-2025
Vice President Of Business Development at Morningstar
8-2017 - 9-2021
Business Development Manager at Morningstar
Education
Bachelor of Arts (BA) from University of Michigan
More Information
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Location : Chicago, Illinois, United States
Job Level : Mid-senior
Designation : Head of Direct Software Sales Specialists (U.S.) at Morningstar
