Katrina Ren
- Role
- Financial Advisor at Merrill Lynch
- Location
- Pasadena, CA, US
- LinkedIn followers
- 500 followers
About Katrina Ren
My mission is clear: to help you bring clarity, confidence, and purpose to your financial…
Experience
Financial Advisor
Apr 2020 — Present
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Skills
- Microsoft Powerpoint
- Microsoft Excel
- Higher Education
- Instructional Design
- Editing
- Research
- Educational Consulting
- Curriculum Design
- Teaching
- Nonprofits
- Microsoft Word
- Leadership
- Student Affairs
- Curriculum Development
- Microsoft Office
- Powerpoint
- Public Speaking
- Staff Development
- Customer Service
- Social Media
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