Andrew Citron
SUMMARY:
- CFA Level 3 Candidate
- FINRA Series 7, 63, and 65 certified
- Business development experience in direct prospecting and institutional consultant relations, as well as in the RIA channel
- Strong presenter- 2014 Toastmasters International Speech & Evaluation Contest Area B5 Champion, Division B Third Place
- Experience with Factset, Bloomberg, eVestment Alliance, Morningstar, Dimensional Returns, Fi360, Schwab Institutional, and Thomson One Analytics