Katrina Luca
Senior Marketing Director @Transamerica Financial Advisors, Inc.
Queens, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2020 — Present
Senior Marketing Director @Transamerica Financial Advisors, Inc.
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Flushing, NY, US
Focus on teamwork and team building• Help clients understand financial and tax concepts and updates• Assist clients in achieving big or small financial goals, whether saving for a car, for college, for a wedding, or for retirement• Help clients create a clear strategy to grow and preserve wealth• Free financial and tax consultation is available
EDUCATION
2009 — 2012
Western Connecticut State University
BBA, Financial Accounting
SKILLS
PayrollQuickbooksAccountingGaapAccount ReconciliationGeneral LedgerFinancial ReportingManagement ConsultingTax ReturnsBookkeepingFinancial Statements
ABOUT KATRINA LUCA
I truly believe that growth and comfort don’t co-exist. I continuously push myself out of my comfort zone.
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