Craig Mc Grath
About Craig Mc Grath
Craig Mc Grath is the Manager of Client Success at Wealthsimple, with a background in finance and client relationship management.
Current Role at Wealthsimple
Craig Mc Grath has been serving as a Manager in Client Success at Wealthsimple since 2021. Based in Toronto, Ontario, Canada, he focuses on fostering strong client relationships and ensuring the satisfaction of clients by delivering exceptional service and support. His role involves overseeing client success strategies and managing a team dedicated to client support.
Previous Roles at Wealthsimple
Before becoming a Manager, Craig Mc Grath served as Team Lead in Client Success at Wealthsimple from 2020 to 2021. In this role, he was responsible for guiding and supporting a team in delivering high-quality client services. Prior to that, he worked as a Relationship Manager at Wealthsimple from 2019 to 2020, enhancing client engagement and maintaining valuable client relationships.
Experience at CACEIS
Craig Mc Grath worked at CACEIS in Dublin, Ireland, where he held the position of Team Lead in 2019 for 5 months. His responsibilities included leading a team and overseeing various aspects of client management and service delivery. He also served as a Specialist at CACEIS from 2015 to 2019, where he gained extensive experience in client relations and service optimization.
Career at State Street
Craig Mc Grath began his professional career at State Street in Dublin, Ireland. He was an Associate from 2014 to 2015, playing a key role in supporting client operations. Before becoming an Associate, he completed an internship at State Street from 2012 to 2013, where he gained foundational experience in financial services and client support.
Educational Background
Craig Mc Grath holds a Bachelor’s Degree in International Finance, Economics, and Mathematics from the National University of Ireland, Maynooth, completed in 2014. In addition to this, he earned a Professional Diploma in Compliance from The Institute of Banking in 2018. He also has a Leaving Certificate from Athboy Community School, completed in 2010.