Katerina Katolis
Rocky Point
Summary
Product owner with extensive experience at Broadridge, specializing in agile methodologies and stakeholder engagement. Demonstrated success in leading projects, developing user stories, and resolving critical issues. Skilled in aligning business requirements with strategic objectives to drive impactful solutions that enhance client satisfaction and operational efficiency.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Product Owner, Voting Applications
Broadridge
Edgewood
08.2023 - Current
- Act as Product Owner in Agile environments, engaging with engineering and QA teams throughout the software lifecycle to ensure product quality and alignment with business objectives.
- Lead and support multiple key projects from inception through implementation, ensuring timely and successful delivery.
- Collaborate with other product managers, sales, and client service teams to document business requirements, and create comprehensive project artifacts including project definitions, prototype designs, user stories, and process flows.
- Assist in project governance by developing and maintaining project schedules and facilitating clear and consistent communication to project stakeholders.
- Manage and resolve critical issues by coordinating with appropriate support teams, driving swift and effective resolution of client and project problems.
Supervisor, Shareholder Meeting Services
Broadridge
Edgewood
11.2021 - 08.2023
- Understood capabilities and options for Virtual Shareholder Meeting and Shareholder Meeting Registration products; communicated updates and set expectations with internal teams through regular phone, email, and scheduled meetings.
- Anticipate, meet and/or exceed internal and external client expectations by working closely with our partners and event managers to ensure events are executed successfully and flawlessly. Navigate through issues in real time to identify immediate remediation actions, escalations, or additional outreach.
- Distributed client assignments equitably across the team and completed assignments within business service level agreements while collaborating with management and the development team to identify enhancements.
- Mentor team members and provide best practices for successful execution by offering solutions to resolve problems in a timely manner and help with communications to clients while continuously monitoring and verifying live events.
- Advanced women's advancement at Broadridge through networking events with executives; piloted Synergy Business program and integrated feedback into Mentoring Program with various affinity groups.
Product Specialist / Project Manager
Broadridge
Edgewood
12.2018 - 11.2021
- Managed company product data, sharing it with sales, marketing, and key publications. Coordinated with sales enablement and marketing teams to organize and conduct client webinars and panels on special products, demos, regulatory updates, and consumer feedback sessions.
- Developed and implemented business solutions with internal teams, enhancing client service by guiding process documentation and identifying key metrics to quantify customer experience impact.
- Collaborated to design and implement processes, procedures, and tools that supported efficient management of multi-functional initiatives, including work plan development, prioritization, and resource planning.
- Monitored and managed business, technical, and QA resources daily through project plan oversight, including drafting business requirements and functional specifications, tracking actions, maintaining regular updates, and addressing issues.
- Supported annual shareholder meetings for 50+ issuers to ensure smooth execution.
Research & Project Coordinator
Broadridge
Edgewood
05.2013 - 12.2018
- Plan, coordinate, and facilitate meetings and serve as the primary point of contact for the Independent Steering Committee of Broadridge as well as our institutional investor and corporate issuer roundtable forums including sessions with the Securities and Exchange Commission in Washington DC, as well as the New York Stock Exchange in New York City.
- Perform daily research on publicly traded companies and document information for internal and external clients regarding shareholder meetings, proposals and activism activity that may require attention prior to client votes.
- Evaluated and incorporated facilitation methods to enhance session efficiency and cost-effectiveness, solicited materials for presentations, delegated printing and shipment tasks, and coordinated administrative duties while enforcing hard deadlines.
- Recruited by VP of Corporate Issuer team as project manager for organizational assessment project; continued in role based on positive results, managing referenced and additional projects.
- Reviewed and updated contact lists of 500+ for each region, ensuring seamless transitions that maintained client confidentiality.
Executive Administrative Assistant
Broadridge
Edgewood
04.2011 - 05.2013
- Provided full administrative support to the Chief Financial Officer of Broadridge Financial ICS Finance, three Vice Presidents, and multiple business unit directors, and seventy associates.
- Acted as primary point of contact for CFO and Vice Presidents, facilitating clear communication across multiple telephone lines.
- Organized strategy sessions, quarterly reviews, recurring meetings, and off-site events. Managed multiple Outlook accounts, coordinated travel for senior staff, and collaborated with internal and external contacts to ensure smooth scheduling and conflict resolution.
- Onboarded new associates, consultants, and interns, coordinating departmental moves with hiring managers and HR to ensure seamless transitions.
- Processed and submitted business expenses, invoices, checks, and wire requests, monitoring internal platforms for timely approvals and payments.
Education
Master of Business Administration -
Molloy College
Rockville Centre, NYBachelor of Business - Management & Marketing
Dowling College
Oakdale, NYAssociates of Business - Management
Briarcliffe College
Patchogue, NYSkills
- User story development
- Agile methodologies
- Business requirements analysis
- Project documentation
- Risk management
- Issue resolution
- Stakeholder engagement
Certification
Project Management Profession (PMP), Project Management Institute
Board Affiliations
Heart & Home Foundation Inc, North Carolina, USA, Board Member
Timeline
Product Owner, Voting Applications
Broadridge
08.2023 - Current
Supervisor, Shareholder Meeting Services
Broadridge
11.2021 - 08.2023
Product Specialist / Project Manager
Broadridge
12.2018 - 11.2021
Research & Project Coordinator
Broadridge
05.2013 - 12.2018
Executive Administrative Assistant
Broadridge
04.2011 - 05.2013
Master of Business Administration -
Molloy College
Bachelor of Business - Management & Marketing
Dowling College
Associates of Business - Management
Briarcliffe College