Total Rebalance Expert now part of Morningstar! Employee Directory

Financial ServicesUnited States2-10 Employees

Total Rebalance Expert (TRX)TM is part of the Morningstar suite of offerings. It is the "most tax efficient and easy to use auto-rebalancing software, designed by an industry leading CPA advisor for advisors to simplify portfolio management."

The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.

Find Total Rebalance Expert now part of Morningstar! employees' phone numbers or email addresses

Total Rebalance Expert now part of Morningstar! Global Highlights

North America
42

United States Of America
42

Asia
2

Thailand
1
China
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Total Rebalance Expert now part of Morningstar!'s Leadership

S. P.
Owner
Mobile Phone
Email
C. W.
Director Of Financial Planning At Rebalance
Mobile Phone
Email
C. H.
Director Of Revenue Operations
Mobile Phone
Email
J. Z.
Campus Project Director
Mobile Phone
Email
A. T.
Senior Manager Sales Enablment And People Development
Mobile Phone
Email
C. S.
Sr Manager Marketing Content
Mobile Phone
Email
C. K.
Senior Customer Success Manager
Mobile Phone
Email
S. T.
Sales Engineering Team Lead
Mobile Phone
Email

Contact profiles from Total Rebalance Expert now part of Morningstar!

Name

Title

Contact Info

Location

Last Update

S. P.
Owner
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024
C. W.
Director Of Financial Planning At Rebalance
Mobile Phone
Email
May 21, 2025
C. H.
Director Of Revenue Operations
Mobile Phone
Email
UNITED STATES
Mar 11, 2024
J. Z.
Campus Project Director
Mobile Phone
Email
ChinaGuangdong
Feb 25, 2024
A. T.
Senior Manager Sales Enablment And People Development
Mobile Phone
Email
Oct 23, 2024
C. S.
Sr Manager Marketing Content
Mobile Phone
Email
Oct 23, 2024
C. K.
Senior Customer Success Manager
Mobile Phone
Email
Oct 21, 2024
S. T.
Sales Engineering Team Lead
Mobile Phone
Email
Oct 21, 2024
W. P.
Sales Manager
Mobile Phone
Email
Oct 17, 2024
A. C.
Senior Financial Consultant
Mobile Phone
Email
UNITED STATES
Oct 23, 2024

Frequently Asked Questions

What is Total Rebalance Expert now part of Morningstar! known for?

Total Rebalance Expert now part of Morningstar! was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 22 W. Washington St., Chicago, IL 60602, US; you can contact the main corporate office by phone at

+1-503-968-****

. Explore Total Rebalance Expert now part of Morningstar!'s company overview page for more information.

What is Total Rebalance Expert now part of Morningstar!'s most common email format?

Total Rebalance Expert now part of Morningstar! employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Total Rebalance Expert now part of Morningstar! email formats with LeadIQ.

How many employees does Total Rebalance Expert now part of Morningstar! have currently?

Total Rebalance Expert now part of Morningstar! has approximately 6 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Total Rebalance Expert now part of Morningstar!'s key employees and leadership?

As of October 2025, Total Rebalance Expert now part of Morningstar!'s key employees include:

Owner: S. P.
Director Of Financial Planning At Rebalance: C. W.
Director Of Revenue Operations: C. H.
Campus Project Director: J. Z.
Senior Manager Sales Enablment And People Development: A. T.

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