Bonus Breakfast | Sponsored by Broadridge

Leveraging Regulatory Communications to Elevate Brand and Drive Retail Shareholder Engagement

Kathleen Keenan

Vice President, Product Management

Broadridge

Kathleen Keenan is Vice President of Product Management for Investor Communication Services (ICS) on behalf of the Mutual Fund Regulatory Communications Business. Kathleen joined Broadridge in 2021.

Prior to Broadridge, Kathleen was Head of Product at GAGNONtax where she successfully helped to transform the company from a professional service to technology company by repurposing in-house technology for sale within a broader commercial market. Kathleen also served as Head of Product/Web Strategy at BISAM where she where she had responsibility for restructuring the product organization to enhance responsiveness, improve client relationships and grow market share. She had P&L responsibility for a multi-suite of SaaS offerings serving Performance Teams in Global Asset Management firms. Kathleen also spent a number of years leading product and service teams at both NASDAQ and Thomson Reuters.

Kathleen holds a MBA from the University of Massachusetts and a Bachelor of Science from Ithaca College.

Linda Azzara

Head of US and UK Shareholder Services, GMO

Ryan Mulloy

Head of CX Strategy, Allen & Gerritsen

Mark McKenna

Head of Global Marketing, Putnam Investments

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Bonus Breakfast | Sponsored by Broadridge
11/03/2022 at 7:15 AM (EDT)  |  60 minutes
11/03/2022 at 7:15 AM (EDT)  |  60 minutes