Craig McGrath

Craig McGrath is a professional with extensive experience in the financial services industry. With a background in compliance, banking, and financial support services, Craig has held various roles including Senior Manager, Manager, and Team Lead in client experience at Wealthsimple. Prior to that, Craig worked at CACEIS as a Team Lead, where Craig successfully managed a portfolio of large funds and led negotiations with key stakeholders. Craig's strong relationship-building skills are evident from their work as a Specialist, where Craig managed a book of business and ensured successful client onboarding. With a Bachelor's Degree in International Finance, Economics, and Mathematics, Craig is a knowledgeable professional who continues to excel in their career.