Georgia Karakatsanis

Director Of Client Success @ AdvisorStream

About Georgia Karakatsanis

Georgia Karakatsanis serves as the Senior Director of Client Success at Broadridge Advisor Solutions, where she has worked since 2021. She has extensive experience in client success and marketing, having previously held various roles at AdvisorStream and other companies.

Work at AdvisorStream

Georgia Karakatsanis has served as the Director of Client Success at AdvisorStream since 2017. In this role, she has been instrumental in launching advisor training programs aimed at enhancing client success. She has also led the creation and implementation of all customer-facing processes, which contributed to AdvisorStream achieving a Google 5-star rating. Under her leadership, the company has maintained a response rate seven times faster than the industry average. Her focus on building strong client relationships has been a key aspect of her work, ensuring that client needs are understood and addressed effectively.

Current Role at Broadridge Advisor Solutions

In addition to her role at AdvisorStream, Georgia Karakatsanis has been working as the Senior Director of Client Success at Broadridge Advisor Solutions since 2021. Over the past three years, she has built and led a high-service team responsible for mentoring thousands of financial professionals globally. This position highlights her commitment to client success and her ability to lead teams in a complex financial environment.

Previous Work Experience

Before her current positions, Georgia Karakatsanis held various marketing roles. She worked at Northbridge Insurance in Corporate Marketing for five months in 2011. Additionally, she served as a Marketing Coordinator at Peggy Hill & Associates Realty Inc. from 2014 to 2015 and at Beretta Farms Inc. from 2015 to 2016. At Beretta Farms, she also took on the role of E-commerce Manager from 2016 to 2017. These experiences provided her with a solid foundation in marketing and client relations.

Education and Expertise

Georgia Karakatsanis studied at Brock University, where she earned a Bachelor of Arts (B.A.) in Business Communications from 2008 to 2014. Her educational background has equipped her with the skills necessary for effective communication and client engagement in her professional roles. This foundation has been essential in her work in client success and marketing.

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