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Kate Winget

Managing Director | Wealth Management | Morgan Stanley at Work | Chief Revenue Officer

Kate Winget is a seasoned financial services professional with over 20 years of experience, currently serving as the Managing Director and Chief Revenue Officer for Morgan Stanley at Work.12 She joined Morgan Stanley in September 2023 and is responsible for leading the unified Sales, Relationship Management, and Strategy & Execution teams for both Private and Public Markets of Global Equity Solutions.2

In her role, Kate focuses on:

  1. Executing Morgan Stanley's workplace growth strategy
  2. Enhancing client engagement practices
  3. Overseeing revenue and growth teams
  4. Implementing go-to-market strategies for institutional clients worldwide2

Prior to her current position, Kate held several leadership roles within Morgan Stanley and other financial institutions:

  • Managing Director for US Public Equity Solutions at Morgan Stanley (Dec 2022 - Sep 2023)
  • Head of Corporate & Participant Engagement at Morgan Stanley (Oct 2020 - Dec 2022)
  • Managing Director and Head of Gradifi by E*TRADE (Dec 2019 - Jan 2021)
  • Chief Revenue Officer and Chief Sales Officer at Gradifi (Jul 2017 - Dec 2019)
  • Various positions at First Republic Bank (2012 - 2017)2

Kate holds a Bachelor of Science in Business Administration with a focus on Supply Chain Management and Marketing from Northeastern University.12 Her expertise spans areas such as strategic growth initiatives, business transformation, talent leadership, and client-centric philosophy.

Highlights

Jan 1 · benefitnews.com
Kate Winget | Employee Benefit News
Kate Winget | Employee Benefit News
Supporting Employees During M&A | Morgan Stanley at Work
Mar 18 · kiplinger.com
Articles by Kate Winget | KIPLINGER
Articles by Kate Winget | KIPLINGER
Mar 19 · BenefitsPro
Gender equity, student debt, and the pandemic - BenefitsPro
Dec 12 · Seeking Alpha
E*Trade Acquires Gradifi For Student Loan Wellness Tech ... - Seeking Alpha
E*Trade Acquires Gradifi For Student Loan Wellness Tech ... - Seeking Alpha

Related Questions

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Kate Winget
Kate Winget, photo 1
Kate Winget, photo 2
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Location

Sarasota, Florida, United States