Kate Cruickshank Email & Phone Number
Who is Kate Cruickshank? Overview
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Kate Cruickshank is listed as Senior Customer Success Manager at Morningstar Australasia Pty Ltd, subject matter expert in advice technology to licensees and financial advisers across Australia at Morningstar, a company with 7453 employees, based in Barangaroo, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Kate Cruickshank.
Kate Cruickshank previously worked as Senior Customer Success Manager at Morningstar and Operations Manager at Tms Capital.
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About Kate Cruickshank
Thank you for visiting my profile. As you explore my background, you'll discover my commitment to delivering exceptional service through my data-driven work approach, proficiency with relevant software, and skill in bridging the gap between a system and it's intended objective.Since 2013 I’ve worked in the Australian financial services industry, working with licensees, adviser practices, and FinTech. My role with Morningstar Australasia Pty Ltd, is heavily involved in the Adviser Logic customer relationship management system. As a Senior Customer Success Manager, I provide superior service to financial adviser clients and licensees across Australia. I have a combined understanding of Morningstar’s products with strong financial planning knowledge and business acumen which helps my clients make the most of Morningstar’s products.This role was not made available to me overnight; since 2013, I’ve worked in key departments of licensee and adviser firms, providing insight on the needs of the advisers and their clients, as well as the compliance needs of a licensee.My key achievements include – • Embracing an industry change and adopting a new system, without an inflated workload to the firm.• Implementing new software to improve the efficiency of a department, my team, and the firm.• Managing an offshore and onshore team, providing training communication, product, and processes, as well as career development• Project managing multiple departments to come together and rolling out a change in the firmMy key skills include – • Heroic customer service• Problem solving• Delegation and time management• Leadership• Emotional intelligence and communication• Project management, planning and organisation.If you are interested in Morningstar Australasia Pty Ltd please contact me at kate.cruickshank@morningstar.com or jump on to our website - https://www.morningstar.com.au/
Listed skills include Customer Service, Financial Services, Microsoft Office, Management, and 21 others.
Kate Cruickshank's current company
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Kate Cruickshank work experience
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Operations Manager
Client Service Manager
Client Services Executive
Personal Trainer
Executive Assistant
Colleagues at Morningstar
Other employees you can reach at morningstar.com. View company contacts for 7453 employees →
Mansi Gaokar
Colleague at Morningstar
Panvel, Maharashtra, India, India
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AG
Anushree Gawali
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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MB
Md Bajlur Rahman
Colleague at Morningstar
Dhaka, Bangladesh, Bangladesh
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PL
Parth Lakhani
Colleague at Morningstar
Pune, Maharashtra, India, India
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SM
Sanket Mhaske
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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MB
Milan Banda
Colleague at Morningstar
Levice, Nitra Region, Slovakia, Slovakia
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MV
Matthew Vollman
Colleague at Morningstar
Chicago, Illinois, United States, United States
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SL
Sam Lai
Colleague at Morningstar
Shenzhen, Guangdong, China, China
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AR
Anjana R
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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PH
Priscilla Hooijschuur
Colleague at Morningstar
Madrid, Community Of Madrid, Spain, Spain
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Frequently asked questions about Kate Cruickshank
Quick answers generated from the profile data available on this page.
What company does Kate Cruickshank work for?
Kate Cruickshank works for Morningstar.
What is Kate Cruickshank's role at Morningstar?
Kate Cruickshank is listed as Senior Customer Success Manager at Morningstar Australasia Pty Ltd, subject matter expert in advice technology to licensees and financial advisers across Australia at Morningstar.
Where is Kate Cruickshank based?
Kate Cruickshank is based in Barangaroo, New South Wales, Australia while working with Morningstar.
What companies has Kate Cruickshank worked for?
Kate Cruickshank has worked for Morningstar, Tms Capital, Chrysalis Lifestyle Planning, Stanford Brown, and Bodyshape Fitness Centre.
Who are Kate Cruickshank's colleagues at Morningstar?
Kate Cruickshank's colleagues at Morningstar include Mansi Gaokar, Anushree Gawali, Md Bajlur Rahman, Parth Lakhani, and Sanket Mhaske.
How can I contact Kate Cruickshank?
You can use AeroLeads to view verified contact signals for Kate Cruickshank at Morningstar, including work email, phone, and LinkedIn data when available.
What skills is Kate Cruickshank known for?
Kate Cruickshank is listed with skills including Customer Service, Financial Services, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Powerpoint, and Outlook.
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