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Kavita Sarma

Managing Director

As Managing Director of Client Services, Kavita oversees a skilled team of regional directors, training experts and client-onboarding specialists. She is responsible for establishing and refining project priorities as dictated by business objectives, and conducting market analysis to identify additional services beneficial to Stretto’s Trustee clients. Working closely with the Business Development, Operations and Technology Teams, Kavita conducts surveys and feedback sessions to gauge client satisfaction on the company’s technology tools and administrative-support services. She maintains key client relationships allowing her to glean direct insight into Trustees’ specific operational needs. She also collaborates with the Marketing and Product Teams to develop go-to market strategies and refine support offerings. Kavita serves on Stretto’s Executive Management Team and is also a member of IWIRC.

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