Caroline Morris

Inquirer
DISC Type : dc

Group Chief Financial Officer at Hawksford

Jersey

Overview

Caroline Morris is the Group CFO at Hawksford, bringing over 20 years of experience in the Offshore Fiduciary Services Sector. Her expertise lies in financial accounting, M&A transactions, and client service administration. She is a qualified member of the Association of Certified Chartered Accountants.

Based on her professional activities, she appears to value a positive and engaging work culture. She has publicly shared enthusiasm for team-building events during the workday and appreciates having dogs in the office, indicating a focus on employee wellbeing.

She was a member of the founding management team of Trustcorp, which started with only five employees.

Personality Overview

Demanding

Judgemental

Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Acquisition Strategy
She has deep experience in acquisition transactions, having been a key member of deal teams on both the buy and sell side.
Team Development
Expresses a real passion for people management and developing colleagues to help them reach their full potential.
Global Business Growth
She is focused on Hawksford's expansion into new jurisdictions and growing the global finance team to support this growth.

Media Appearances

Caroline Morris | Chief Financial Officer - Hawksford. Featured in Hawksford (official website)

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Hawksford bolsters leadership team with three senior promotions. Featured in Channel Eye Media

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Work History

11-2022
Group Chief Financial Officer at Hawksford
1-2012 - 11-2022
Global Head of Finance at Hawksford
10-2011 - 9-2013
Director at Trustcorp (Jersey) Limited
7-1999 - 1-2012
Head of Finance & Operations at Trustcorp Group
9-1998 - 7-1999
Trainee Client Accountant at Ermitage Trustees Limited

Education

1985 - 1989
Education details unavailable from Castle Manor Academy, Haverhill, Suffolk

More Information

Social Presence :

Prographics :

Exp : 27 Location : Jersey Job Level : Leadership Designation : Group Chief Financial Officer at Hawksford
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Insights For Selling To Caroline

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t try to be an alpha salesperson, give them equal space
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Caroline is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Caroline

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Caroline move?

  • Their decision making speed is somewhere in the middle.
  • Can Caroline take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Caroline

Personality Compatibility


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