Lauren Passarelli
- Role
- Senior Vice President, Enterprise Relationship Management at CAIS
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Lauren Passarelli
I build and strengthen relationships by engaging, listening, and providing thoughtful…
Experience
Senior Vice President, Enterprise Relationship Management
Feb 2023 — Present
I am responsible for prospecting, onboarding, and providing existing client engagement to CAIS\'s national accounts including RIA Aggregators, Broker Dealers, and Banks and Trusts. In my role, I partner with key contacts within the corporate office to understand their processes, pain points, and goals to drive adoption of the CAIS platform.
Skills
- Satmetrix
- Analytics
- Time Management
- Salesforce.com
- Microsoft Office
- Customer Oriented
- Finance
- Qualtrics
- Customer Experience
- Customer Satisfaction
- Business Development
- Management
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