Katherine Wertheim Iacarella

Katherine Wertheim Iacarella has extensive work experience in the financial and legal sectors. Katherine Wertheim currently holds the position of Director, Advanced Client Strategies at Renaissance Financial, where they provide strategic guidance in advanced planning and various financial services. Prior to that, Katherine was the Director of Business Development at Securian Financial, where they led a team focused on empowering financial professionals and improving client acquisition. Katherine Wertheim also held roles as Advanced Strategies Counsel and Associate Advanced Strategies Counsel at the same company, providing technical support to financial professionals and developing advanced sales strategies. Before joining the financial sector, Katherine worked as an Attorney at Jeffrey P. Scott & Associates, LLC, specializing in estate planning and tax strategies. Katherine Wertheim also gained experience as a Law Clerk at Wilcox Law Firm, P.C., focused on estate planning and research, and as a Certified Student Attorney at the Community Justice Project Clinic, advocating for youth alternatives to detention. Katherine started their career as an Intern at various organizations, including the U.S. Commercial Service, National Lawyers Guild: Minnesota Chapter Legal Observer Evidence Program, PATH, Inc., and Charter Bank, Mortgage and Insurance, where they gained exposure to market research, fundraising, and financial operations.

Katherine Wertheim Iacarella completed their education at the University of St. Thomas, where they obtained a Bachelor of Arts degree in Legal Studies in Business, Justice, and Peace Studies with honors (cum laude) in 2009. Subsequently, they pursued their legal education at the University of St. Thomas School of Law, earning a Juris Doctor (J.D.) degree with honors (cum laude) in 2012. Additionally, Katherine has received certifications in Series 24, Series 66, and Series 7 from FINRA (Financial Industry Regulatory Authority). However, the specific months and years of obtaining these certifications are not provided.