Katherine Kingsbury
Client Account Executive at Morningstar Investment Management LLC
- Role
- Client Account Executive at Morningstar
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Katherine Kingsbury
A goal-oriented, creative individual- I drive growth and success through organization, planning, and communication. I naturally foster strong relationships, which are the root of mutual, long-term success. With relationships at the core, I obtain trust that drives non-traditional, data-researched decision-making.
Experience
Client Account Executive
Jan 2026 — Present · Chicago, IL, US
This role is focused on enhancing our clients’ overall experience and driving value, expansion into other areas of an account, and customer satisfaction. More specifically to-Act as the primary point of contact and business partner for a dedicated portfolio of Morningstar’s advisor and institutional clients via in-person meetings, phone and/or email-Identify growth opportunities regionally to expand existing user base within portfolio of accounts-Achieve sales and retention goals while providing excellent service to clients-Conduct client demonstration sessions designed to highlight how Morningstar’s software and data solutions addresses the needs of the account and individual end users with a consultative approach-Go above and beyond to ensure customer satisfaction with quarterly business reviews and continual product education.
Education
Saint Mary's College
Bachelor's degree, Education
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.