Craig Katz Email & Phone Number
Head of Behavioral Analytics, TMX VettaFi @ ETF Trends
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Craig Katz Location
- Connecticut, United States
Craig Katz Work
- 2025 -now Head of Behavioral Analytics, TMX VettaFi @
- 2023 -2025 Head of Sales, Data and Analytics @
- 2020 -2023 Executive Vice President - Partnerships and Strategy @
- 2016 -2020 Executive Vice President @
- 2010 -2016 SVP, Institutional Sales @ Meridian-IQ
- 2003 -2010 Senior Vice President @
- 1998 -2003 National Sales Executive and Key Relationship Manager @
Craig Katz Education
- Boston College
Bachelor of Arts & Science (Communications)
1993-1997
Craig Katz Skills
- Mutual Funds
- Series 7
- Series 63
- Series 24
- Sales Management
- ETFs
- Financial Services
- Strategic Partnerships
- Morningstar
- Asset Allocation
- Separately Managed Accounts
- Building Relationships
- FINRA
- Value Selling
- Investment Advisory
- Securities
- Investment Strategies
- Strategic Financial Planning
- Investment Management
- Wealth Management
- Series 6
- Hedge Funds
- Financial Planning
- Sales
- Institutional Sales
- Trading
Craig Katz Summary
- Craig Katz, based in Connecticut, United States, is currently a Head of Behavioral Analytics, TMX VettaFi at VettaFi. Craig Katz brings experience from previous roles at VettaFi, Discovery Data and Meridian-IQ. Craig Katz holds a 1993 - 1997 Bachelor of Arts & Science in Communications @ Boston College. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Series 24, Sales Management and more. Craig Katz has 1 emails and 1 mobile phone numbers on RocketReach.
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