Katrina Kay Email & Phone Number

I am a Financial Retirement Specialist based out of Los Angeles, CA. I have an extensive background in the financial industry with over 10 years in the field. With my previous roles, I have gained experience in compliance, retirement accounts, policy and procedural guidance, fraud detection, training, advising, technical assistance, and customer support across various platforms. My skills include investigations and problem-solving, research, transaction monitoring, record keeping and document review, and proficiency in Microsoft Office applications. I’ve demonstrated to work independently while collaborating with colleagues remotely over the past 10 years. I am passionate about taking my skills and experience to grow into greater opportunities where I can have a vital contribution to the organization.