Katrina Radenberg, CFA

Observer
DISC Type : ic

Chief Investment Officer at Mariner Wealth Advisors

Kansas City Metropolitan Area, United States

Overview

Katrina Radenberg, CFA, is the Chief Investment Officer at Mariner, guiding the firms investment strategy and leading its investment committees. A graduate of Kansas State University with over two decades of industry experience, she has held diverse leadership roles, including Chief Administrative Officer, showcasing her deep expertise in investment and operational management.

Outside of her professional duties, Katrina is the president of the Mariner Foundation and serves on the boards of City Year KC and the Giving Grove. She is an avid runner, having participated in the Boston Marathon, a yoga teacher, and a passionate fundraiser for organizations like Shatterproof and HALO.

She was named a "Woman to Watch" by Investment News in 2019, recognizing her significant contributions and leadership within the financial industry.

Personality Overview

Value Driven

Assertive

Curious

They are generally good communicators and can be hard to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Topics They Care About

Investment Philosophy
As CIO, she leads the firm's investment and private investment committees and speaks on market trends and client-focused investment strategies.
Philanthropy and Community
Serves as president of the Mariner Foundation and is a board member for multiple local charities, actively fundraising for causes like addiction recovery through Shatterproof.
Corporate Leadership
Frequently discusses her journey from analyst to C-suite leader, emphasizing mentorship, talent development, and building a strong company culture.

Media Appearances

Leadership isn't something we step into overnight; it's built through experience – Mariner Wealth Advisors. Featured in Facebook

See Now

Work History

1-2018
Chief Investment Officer at Mariner Wealth Advisors
1-2016 - 1-2018
Chief Administrative Officer at Mariner Holdings
1-2013 - 12-2015
Managing Director - Product Development at Montage Investments
1-2010 - 12-2013
Portfolio Manager at Montage Investments
10-2007 - 12-2010
Investment Analyst at Mariner Wealth Advisors

Education

1998 - 2002
Bachelor of Science from Kansas State University

More Information

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Exp : 25 Location : Kansas City Metropolitan Area, United States Job Level : Leadership Designation : Chief Investment Officer at Mariner Wealth Advisors
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Insights For Selling To Katrina

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Help them realize that there is no personal risk in making this decision
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katrina is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Katrina

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Katrina move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Katrina take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Katrina

Personality Compatibility


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