Director Of Advisor Onboarding & Success
Feb 2022 - Feb 2023
AeroLeads people directory · profile
Casey Macdonald Email & Phone Number
Leader in the Customer Success and Onboarding space for fintech SAAS solutions.
1 work email found
@morningstar.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Role
Leader in the Customer Success and Onboarding space for fintech SAAS solutions.
Location
Chicago, Illinois, United States
Who is Casey Macdonald? Overview
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Quick answer
Casey Macdonald is listed as Leader in the Customer Success and Onboarding space for fintech SAAS solutions. based in Chicago, Illinois, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Casey Macdonald.
Casey Macdonald previously worked as Director of Advisor Onboarding & Success at Riskalyze and Senior Customer Engagement Manager at Morningstar. Casey Macdonald holds Master’S Degree, Global Health from University Of Notre Dame.
Company email context
Email format at morningstar.com
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{first}.{last}@morningstar.com
86% confidence
AeroLeads found 1 current-domain work email signal for Casey Macdonald. Compare company email patterns before reaching out.
Profile bio
About Casey Macdonald
Casey Macdonald is a Leader in the Customer Success and Onboarding space for fintech SAAS solutions..
Listed skills include Research.
6 roles
Casey Macdonald work experience
A career timeline built from the work history available for this profile.
Senior Customer Engagement Manager
Jan 2022 - Mar 2022
Customer Engagement Manager
Dec 2018 - Dec 2021
Operations Analyst
May 2018 - Dec 2018
Client Support Manager
May 2017 - May 2018
Morningstar Development Program
Sep 2016 - May 2017
2 education records
Casey Macdonald education
Master’S Degree, Global Health
Bachelor’S Degree, Psychology And Preprofessional Studies
FAQ
Frequently asked questions about Casey Macdonald
Quick answers generated from the profile data available on this page.
What is Casey Macdonald's role at their current company?
Casey Macdonald is listed as Leader in the Customer Success and Onboarding space for fintech SAAS solutions..
What is Casey Macdonald's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Casey Macdonald.
Where is Casey Macdonald based?
Casey Macdonald is based in Chicago, Illinois, United States.
What companies has Casey Macdonald worked for?
Casey Macdonald has worked for Riskalyze and Morningstar.
How can I contact Casey Macdonald?
You can use AeroLeads to view verified contact signals for Casey Macdonald, including work email, phone, and LinkedIn data when available.
What schools did Casey Macdonald attend?
Casey Macdonald holds Master’S Degree, Global Health from University Of Notre Dame.
What skills is Casey Macdonald known for?
Casey Macdonald is listed with skills including Research.
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