Head of Operations
Crestone Wealth Management
Kate is a highly experienced senior operations manager with a strong background in transforming businesses to deliver strategic objectives to build customer service excellence. She has extensive operations management experience with a strong focus on change management and transformational people leadership. Kate has led numerous complex change programs designed and executed to deliver increased productivity.
Her core expertise lies in operational excellence, process analysis and engineering, continuous improvement and business transformation. Kate also has extensive project management experience including complex systems projects and proven strength in turning around staff disengagement and disenfranchisement, driving lasting positive cultural change.
Operations Strategy and Excellence
Kate has an exceptionally strong track record in service delivery and client management, with consistent standout results on delivering against service standards and client retention. She holds strategic capabilities with proven results, from resource optimisation to restructuring teams, functions and leadership structures. Kate has developed advanced technical capabilities, recognised as subject matter expert for extremely niche, complex financial services products. Further, she has extensive experience operationalising legislative and tax change across multiple business units and processes.
Kate holds a Bachelor of Behavioural Science in Psychology from La Trobe University and a Masters in Business Administration (MBA) in Human Resources Management and Services from the Australian Institute of Business.
In her spare time...
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