Katrina Renacia
Summary
Senior Advisory Trading Specialist with a strong foundation in finance and international business. Expertise in executing complex trade operations, conducting risk analysis, and collaborating with teams to enhance trading efficiency and client satisfaction. Committed to leveraging analytical skills and leadership in training to drive operational excellence.
Overview
5
5
years of professional experience
Work History
Senior Advisory Trading Specialist
Ameriprise Financial
Minneapolis, USA
08.2024 - Current
- Researched trade errors and developed solutions to assess and mitigate risks
- Simulated trade flows and ran risk calculations for large trade events
- Collaborated with business partners to streamline trading processes, enhancing efficiency
- Trained junior traders on processes and provided targeted coaching
- Helped manage and delegate tasks in periods of large trading volumes
Advisory Trading Specialist
Ameriprise Financial
Minneapolis, USA
01.2022 - 08.2024
- Coordinated and executed trading for scheduled monthly rebalance events to align with investment strategies
- Performed daily maintenance trading in Active Portfolios and UMAs
- Provided support to Investment Managers and Financial Advisors for any trading inquiry
- Collaborated with service teams on escalated requests to enhance client satisfaction
Investment Operations Associate
M&E Catalyst Group
Minneapolis, USA
02.2021 - 12.2021
- Established Qualified and Non-qualified Investment accounts for individuals and businesses, ensuring compliance with regulatory standards
- Initiated money movement via EFT, wire transfers and check disbursements
- Engaged with clients to assess investment objectives and evaluate portfolio performance
- Collaborated with advisors and paraplanners to develop tailored financial solutions for clients
Education
MBA - Leadership and Management
Saint Cloud State University
Saint Cloud, MN08-2026
Bachelor of Science - Finance and International Business
University of Minnesota
Minneapolis, MN12-2019
Skills
- Risk assessment
- Process optimization
- Organizational skills
- Strong leadership qualities
- Team collaboration
- Attention to detail
- Effective communication
- Works well under pressure
Certificates And Licenses
- Series 7 (FINRA)
- Foundations of Leadership (NSLS)
Software
- Microsoft Products
- APL, Beta, Bond Desk
- Salesforce CRM
Leadership Experience
- National Society of Leadership & Success, Inducted member, 2026
- University of Minnesota Alumni GOLD Board, Committee Lead, 2022-2025
- Softball Team, Captain
Timeline
Senior Advisory Trading Specialist
Ameriprise Financial
08.2024 - Current
Advisory Trading Specialist
Ameriprise Financial
01.2022 - 08.2024
Investment Operations Associate
M&E Catalyst Group
02.2021 - 12.2021
MBA - Leadership and Management
Saint Cloud State University
Bachelor of Science - Finance and International Business
University of Minnesota