Lori Lauber

Experience

1. Senior Director, Transfer Agent Services

   Broadridge

   Oct 2017 — Present · Minneapolis, MN, US

   Broadridge a global Fintech leader with over $6.5 billion in revenues, has been providing record-keeping and securities processing services for almost 50 years. Whether these accounts are called “shareholders” or “investors,” the records are exactly the same. Broadridge is the only provider to manage the entire supply chain and do so at tremendous volumes and scale. From core record-keeping to dividend processing, from DWACs to transfers, from dividend disbursements to tax reporting, regulatory mailings and escheatment, Broadridge manages each aspect of a transaction as it moves from a Broker’s investor through DTCC to a Transfer Agent and back again. Along the way, Broadridge has automated and streamlined these processes while being recognized year-after-year as the most reliable, efficient and client-centric service provider. It is with this unique perspective and core competency that we are bringing these same benefits to stock transfer processing.

Skills

• Forecasting
• Strategic Partnerships
• Management
• Marketing Strategy
• Customer Relationship Management (Crm)
• Strategic Planning
• Event Planning
• Cross-Functional Team Leadership
• Business Process Improvement
• Strategy
• Crm
• Account Management
• Business Relationship Management
• Marketing
• Relationship Management
• New Business Development
• Customer Service
• Investments
• Business Development
• Sales Management
• Vendor Management
• Sales
• Financial Services
• Competitive Analysis
• Process Improvement
• Mergers & Acquisitions
• Team Building
• Series 7
• Budgets
• Salesforce.com
• Business Strategy
• Financial Analysis
• Leadership