Katrina Luca

Senior Marketing Director at Transamerica Financial Advisors, Inc.

Katrina Luca, CPA, serves as the Senior Marketing Director at Transamerica Financial Advisors, Inc. since June 2020, where the focus is on teamwork and assisting clients with financial and tax concepts to achieve their financial goals. Additionally, Katrina has been a Financial Professional at World Financial Group since February 2017, providing tax-free retirement solutions and various financial planning services. Previous roles include Tax Advisor at IBM, where responsibilities included advising on US Sales & Use Tax and conducting international tax reviews, and Senior Accountant at J. Robert Hutchings, CPA, PC, focusing on tax returns and bookkeeping services. Starting in January 2008, Katrina worked part-time at Kent Memorial Library. Educational qualifications include a BBA in Financial Accounting from Western Connecticut State University, obtained between 2009 and 2012.

Links

Previous companies

IBM logo

Org chart

This person is not in the org chart