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
- Head of Behavioral Analytics, TMX VettaFi @ (June 2025 - Present)
- Head of Sales, Data and Analytics @ (January 2023 - June 2025)
- Executive Vice President - Partnerships and Strategy @ (November 2020 - January 2023)
- Executive Vice President @ (May 2016 - November 2020)
- SVP, Institutional Sales @ Meridian-IQ (April 2010 - May 2016)
- Senior Vice President @ (March 2003 - April 2010)
- National Sales Executive and Key Relationship Manager @ (June 1998 - February 2003)
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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