Karri is responsible for strategically growing the business by nurturing relationships with new clients and partnerships interested in tailored, flexible and thoughtfully-designed services. She also spearheads Continental Stock Transfer & Trust’s brand and marketing initiatives to enhance customer awareness and drive industry engagement.
She has more than 30 years of service in the industry holding a variety of roles, most notably 23 years with Wells Fargo (now EQ based in London), where she served as national sales and marketing manager for Shareowner Services.
Prior to assuming her role in sales, she held management roles in client administration, strategy, stock plan administration and corporate trust/escrow services. She is a member of NASPP, SSA and NIRI and a former President of Midwest Securities Transfer Association.
Current role