Kate Winget

Kate brings more than 20 years of experience in financial services, technology and benefits. Prior to joining Morgan Stanley, Kate held management and elevating leadership positions at several financial service institutions, including E*TRADE, First Republic Bank and PNC focused on B2B, B2C and B2B2C lines of business.

Kate’s organization and responsibilities include Sales, Relationship Management, Issuer Strategy & Excellence, and strategy and execution for go-to-market, growth and retention efforts across both Public and Private corporate clients for Morgan Stanley at Work, Global Equity Solutions. Kate is focused on executing the firm’s workplace growth strategy, heightening the client engagement disciplines and practices to best serve Morgan Stanley at Work’s corporate clients across industries. Prior to her role as CRO, she was Head of Corporate & Participant Engagement for Morgan Stanley at Work, overseeing the engagement strategy and execution for corporate clients and their participants across Morgan Stanley at Work’s suite of solutions.

Kate has a BS in business administration dual concentration, supply management/logistics and marketing from Northeastern University. She holds FINRA 7 and 63 licenses.