Karri Van Dell
Vice President and Director of Sales & Marketing,
Continental Stock Transfer & Trust Company
My role at Continental Stock Transfer & Trust Company
I have the pleasure of heading the sales and marketing effort as VP & Director of Continental Stock Transfer & Trust. I am responsible for strategically growing our business by identifying relationships interested in customized, flexible and innovative services. I have 28 years of service in the industry, notably 23 years with Wells Fargo, serving in a variety of management roles including: sales, client relationships, strategy, stock plan administration and corporate trust/escrow services. I strive to use my background to create strategic partnerships and tailored services to benefit our customers and their shareholder’s experience.
I currently serve as President of The Midwest Securities Transfer Association, Inc. and have been thrilled with SSA’s interest and participation with this organization the past two years.
My Involvement with the SSA
I joined SSA many years ago while serving as an Account Manager to stay abreast of SEC, IRS and exchange related changes – and to keep pace with our evolving industry. Most importantly, the relationships developed through SSA have been career long, if not life-long, professional friendships. Whether I have provided a service to the individuals I have met, consulted on a topic, or bent an ear, I know the members within SSA are reliable and resourceful. The level of commitment displayed by the past and present Board is a testament to their increasing visibility and importance for issuers, service providers and to support the stability of the industry. I am continually impressed by the passionate attitude displayed by the SSA Board and members, especially as it relates to this complex and challenging environment. I look forward to sponsoring events and participate with my colleagues of Continental in future educational forums.
A little bit about me
I am from a small Midwest community 30 miles east of St. Paul, MN. My entire career has been in the financial services/stock transfer industry. I have been married just short of 25 years to a financial planning professional. We have four amazing daughters. Our oldest lives in Hawaii employed as a RN. Our 2nd is a college student studying Business/Marketing and our 3rd is an athletic junior in High School. We were blessed many years later with our 4th girl and enjoy a gregarious 8 year old beauty. My husband has coached all of our daughters in youth hockey, sponsoring incredible success with our regional girls program, resulting in youth state accolades and three consecutive Wisconsin State Girls High School Hockey Champion titles. My only son, Homer, is an adorable Golden Retriever. Beyond seven months of hockey a year, we enjoy snowmobiling, RV camping, serving a variety of non-profits, and travel with extended family.