Chris Candelaria Email & Phone Number
Director, Technology and Data @ Summitry
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Chris Candelaria Location
- California, United States
Chris Candelaria Work
- Director, Technology and Data @ (August 2026 - Present)
- Senior Manager and Fractional CTO | WealthTech and RIA Strategy @ (January 2021 - January 2026)
- Vice President, Customer Experience Platform Lead @ (January 2020 - January 2021)
- Senior Vice President, Advisor Experience and Continuous Improvement @ (January 2019 - January 2020)
- Vice President, Wealth Management Solutions | Digital Product Management @ (January 2018 - January 2019)
- Director, Wealth Management Digital Product Management @ (January 2014 - January 2018)
- Vice President, Head of Managed Portfolio Services @ (January 2013 - January 2014)
- Director, Head of Operations and Technology @ (January 2010 - January 2012)
- Vice President, Platform Operations and Client Service @ (January 2003 - January 2010)
- Vice President, Advisory Platform Operations and Trading @ (January 2002 - January 2003)
Chris Candelaria Education
- Saint Mary's College of California
MBA (Business Administration)
2006-2008 - University of Redlands
B.S. (Business/Economics)
1993-1997
Chris Candelaria Skills
- Analytical Skills
- Operations
- Financial Services
- Wealth Management
- Product Management
- Trading
- Alternative Investments
- Asset Managment
- Asset Allocation
- Investment Advisory
- Banking
- Back Office
- Financial Markets
- Investment Strategies
- Series 63
- Product Development
- Business Strategy
- Strategic Planning
- Operations Management
- Due Diligence
- Agile Methodologies
- Business Process Improvement
- Business Intelligence
- Business Development
- Marketing Strategy
- Change Management
- Strategy
- Project Management
- Data Analysis
- User Experience (UX)
- User Interface Design
- Product Launch
- Wireframing
- Bloomberg
- Transition Management
- Leadership
- Management
- Contract Negotiation
- Cross-functional Team Leadership
- Separately Managed Accounts
- UMA
- ETFs
- Investment Advisory Services
- Investment Advisor Compliance
- Fund Accounting
- Corporate Actions
- Series 65
- Relationship Management
- Series 7
- Program Management
- Asset Management
- AI-Enabled Workflows
- Addepar
- Advisor Experence
- Artificial Intelligence (AI)
- Business Transformation
- Client Relations
- Continuous Improvement
- Custodian Banks
- Customer Satisfaction (CSAT)
- Digital Strategy
- Digital Transformation
- Envestnet
- Executive Stakeholder Management
- FinTech
- Fractional Executive
- Fractional Ownership
- IT Strategy
- Investment Management
- KPI Implementation
- KPI Reporting
- Key Performance Indicators
- Lean Management
- Lean Six Sigma
- M&A Integration
- Medallia
- Mergers & Acquisitions (M&A)
- Net Promoter Score
- Operational Strategy
- Orion
- Platform Implementation
- Platform transformation
- Portfolio Management
- Private Equity
- RIA Operation
- RIA Operations
- SMA
- SaaS Implementation
- Salesforce.com
- Salesforce.com Implementation
- TAMP
- TAMP Platform
- Tamarac
- Technology Integration
- Trading & Rebalancing
- Trading Systems
- Vendor Management
- WealthTech
- Workflow Management
- advisor experience
Chris Candelaria Summary
- Chris Candelaria, based in California, United States, is currently a Director, Technology and Data at Summitry. Chris Candelaria brings experience from previous roles at F2 Strategy, Bank of the West, LPL Financial and Loring Ward. Chris Candelaria holds a 2006 - 2008 MBA in Business Administration @ Saint Mary's College of California. With a robust skill set that includes Analytical Skills, Operations, Financial Services, Wealth Management, Product Management and more. Chris Candelaria has 1 emails and 1 mobile phone numbers on RocketReach.
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