Katrina Lopez, CPFA® in

Katrina Lopez, CPFA®

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Director, Employee Learning at PCS Retirement
📍 St. Petersburg, Florida, United States

Katrina Lopez is an experienced trainer and manager, currently serving as the Director of Employee Learning at PCS Retirement, LLC. With a long history at the company, she specializes in curriculum development, training strategy, and performance improvement. She holds a Certified Plan Fiduciary Advisor (CPFA) designation and studied Psychology at the University of South Florida.

Based on her background in psychology and focus on people development, Katrina likely has a deep interest in understanding human behavior and motivation, which she applies to create effective learning content and training programs for her teams. This background supports her skill in creative problem solving and helping employees grow.

She recently earned her Certified Plan Fiduciary Advisor (CPFA) designation, deepening her knowledge of fiduciary responsibility and plan governance.

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Experience
12 Years
Current Role
Director, Employee Learning
Job Level
Mid-senior
Location
St. Petersburg, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Katrina cares about

Employee Learning
Her entire career at PCS Retirement has focused on employee training and development, from analyst to her current director-level role.
Fiduciary Governance
She recently earned her Certified Plan Fiduciary Advisor (CPFA) designation to deepen her understanding of fiduciary responsibility and plan governance.
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Career

Work history

6-2026
Director, Employee Learning
PCS Retirement
3-2025
Director of Training
PCS Retirement
4-2023 - 3-2025
Training Manager
PCS Retirement
12-2021 - 4-2023
Training Analyst
PCS Retirement
4-2020 - 12-2021
Contributions Manager
PCS Retirement
In the press

Media appearances

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Education
Psychology
University of South Florida
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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