Cath Perry

I truly believe technology & great financial advice can change the way we live, work and play. As an accomplished & visionary executive leader with over 35 years of experience at the intersection of technology & the financial industry, I've consistently driven innovation, operational excellence, & revenue growth. My passion for leveraging technology to create transformative solutions, my ability to navigate complex regulatory landscapes, & my results-driven approach have been the cornerstones of my success.

My career is a testament to my unyielding commitment to innovation, operational excellence, & the strategic deployment of technology & solutions. My leadership style, marked by a direct focus on results & a passion for driving change, has allowed me to consistently deliver value. I bring a unique blend of deep industry knowledge, technological expertise, and hands-on leadership to any executive role.

Leadership Excellence: A versatile leader who excels in both strategic direction & operational execution. Thrives on elevating teams & spearheading new initiatives. Known for resilience, confidence, & dependability.
Relationship Building: Masters the art of fostering authentic relationships across all stakeholder levels. Engages & motivates teams through clear communication, visionary leadership, structured accountability, & impactful coaching.
Strategic Innovation: Proficient in identifying weaknesses within business strategies, organizational structures, & operating processes. Offers innovative solutions to enhance overall efficiency & effectiveness.
Customer-Centric Focus: Passionate about delivering exceptional customer experiences. Drives brand awareness, strengthens product roadmaps, & cultivates trust with customers, industry associations, regulators, media, & fund managers. Achieves market growth and reputation enhancement through strategic stakeholder engagement.
Precision in Delivery: Laser-focused on exceptional execution & delivery. Proven expertise in project management, digital implementation, & process optimization. Successfully orchestrated business redesign post-transition to Morningstar, enhancing sales & ensuring seamless operations.
Global SaaS Leadership: Skilled in leading large, diverse teams across global time zones. Inspires team members to excel and embrace their roles. Drives growth, digital transformation, and seamless acquisition transitions. Pioneering experience at the intersection of financial advice and technology, emphasizing customer value, risk management, cyber security, corporate governance, & strategic innovation.