Jo Weixiu Guo

Head Of Client Service & Implementation, Indexes at Morningstar

Jo Weixiu Guo, CFA has a diverse and extensive work experience. They started their career as an Audit Assistant at Ernst & Young in June 2003 and worked there until September 2004. They then joined Thomson Reuters as a Content Specialist in September 2004 and remained with the company until August 2011.

In October 2011, Jo Weixiu Guo joined Morningstar as a Project Manager and worked in that role until June 2014. They were then promoted to Head of Fundamentals Data and held that position from July 2014 to July 2017.

From July 2017 to November 2018, Jo Weixiu Guo served as the Data Director of Equity Data Methodology at Morningstar. In this role, they managed a global team and ensured the execution of the team's strategy.

From November 2018 to January 2022, Jo Weixiu Guo worked as the Director of Business Solutions, Indexes at Morningstar. They led the global index launch operations, provided pre-sales support, managed client service and implementation, and oversaw data distribution to third-party platforms.

Since January 2022, Jo Weixiu Guo has been in their current role as the Head of Client Service & Implementation, Indexes at Morningstar. Further details about this role are not available.

Overall, Jo Weixiu Guo's work experience demonstrates their expertise in various areas, such as audit, content management, data methodology, project management, and client service within the finance and information industry.

Jo Weixiu Guo, CFA has a Bachelor's degree in Accounting from Nanyang Technological University Singapore, obtained from 2000 to 2003. Jo Weixiu also holds a Master of Arts (M.A.) degree in Counseling Ministries from Trinity International University, earned from 2011 to 2013. Additionally, Jo has completed the Chartered Financial Analyst (CFA) program from CFA Institute. Jo Weixiu has obtained various certifications in areas such as cybersecurity awareness, inclusive leadership, and diversity and inclusion.

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Timeline

  • Head Of Client Service & Implementation, Indexes

    January, 2022 - present

  • Director Of Business Solutions, Indexes

    November, 2018

  • Data Director, Equity Data Methodology

    July, 2017

  • Head Of Fundamentals Data

    July, 2014

  • Project Manager

    October, 2011

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