Chris Candelaria Email & Phone Number
Director, Technology and Data @ Summitry
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Chris Candelaria Location
- California, United States
Chris Candelaria Work
- 2026 -now Director, Technology and Data @
- 2021 -2026 Senior Manager and Fractional CTO | WealthTech and RIA Strategy @
- 2020 -2021 Vice President, Customer Experience Platform Lead @
- 2019 -2020 Senior Vice President, Advisor Experience and Continuous Improvement @
- 2018 -2019 Vice President, Wealth Management Solutions | Digital Product Management @
- 2014 -2018 Director, Wealth Management Digital Product Management @
- 2013 -2014 Vice President, Head of Managed Portfolio Services @
- 2010 -2012 Director, Head of Operations and Technology @
- 2003 -2010 Vice President, Platform Operations and Client Service @
- 2002 -2003 Vice President, Advisory Platform Operations and Trading @
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
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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