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Katrina has over eight years of strategic advisory experience within the financial services and payments industry.

She has advised many of the top financial institutions, transformative Fintechs, and leading merchants across verticals such as retail, digital, and travel. Katrina’s expertise spans from core strategic initiatives to performance optimization to process-oriented engagements (such as M&A and partnership formation) across products, channels, and macro environments.

Education

  • MBA, The Wharton School at the University of Pennsylvania 
  • BA, University of Virginia, Economics

Areas of Focus

  • Partnership Formation and Restructuring 
  • Portfolio / Product Design and Optimization
  • Strategic Development and Execution
  • Valuation
  • Negotiation for Consumer and Small Business Credit Card Products
  • Loyalty Programs
  • Digital Ecosystems

Strategic development and execution, partnership formation and restructuring, portfolio / product design and optimization, valuation, and negotiation for consumer and small business credit products, loyalty programs, and digital ecosystems.

Interests

A native Annapolitan, Katrina splits time between New York City and her hometown. In either place, she enjoys cooking, being on the water, and aspires to enjoy running.