Richard Citrano
Managing Regional Director - Florida West Coast - Natixis Wealth Management
- Role
- Managing Regional Director at Natixis Investment Managers
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Richard Citrano
Richard Citrano is a Managing Regional Director in the Wealth Management Group at Natixis Investment Managers. In this role he focuses on servicing current clients, and prospecting new clients for retail financial advisors for both wirehouses, independents, and RIAs across the west coast of Florida. Previously he served as a Director, Regional Director, Investment Consultant and Sales Associate at the firm covering North and South Carolina. Prior to joining Natixis full time, Mr. Citrano worked for Bentley University’s Division 1 Men’s Ice Hockey Team as an equipment and operations manager. He holds a Master’s of Finance and Bachelor of Science in Finance from Bentley University. He is FINRA Series 6, 7, 63 and 24 licensed. For important social media community guidelines, please visit im.natixis.com/us/social-media-guidelines.Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC. and Natixis Investment Managers S.A. im.natixis.com.
Experience
Managing Regional Director
Jan 2025 — Present · Tampa, FL, US
Education
Bentley University
Bachelor of Science (B.S.), Finance
2014 — 2018
Bentley University - McCallum Graduate School of Business
Master's degree, Finance
2018 — 2019
Skills
- Microsoft Access
- Microsoft Word
- Event Planning
- Leadership
- Research
- Microsoft Office
- Sales
- Microsoft Excel
- Powerpoint
- Mac & Pc Platforms
- Social Media
- Factset
- Teamwork
- Html5
- Time Management
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