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John R. Crittenden, CAIA

Fintech/Wealth Management/Chartered Alternative Investment Analyst

John R. Crittenden, a Chartered Alternative Investment Analyst (CAIA), has established himself as a fintech entrepreneur with a substantial understanding of the global financial industry. His expertise encompasses an array of functions, including asset management, sales and marketing, consumer financial branding, and digital wealth management platforms. John has played a crucial role in various notable companies, including Pefin, the world's first AI Financial Advisor, Halcyon Road - Paved with Inspiration, and mondigi.

With his vast experience in HNW retail, institutional asset management roles, and being one of the earliest executives as Director of Institutional Services at Acorns, one of the first and most successful robo-advisor platforms focused on wealth management, John has become an eminent figure in the fintech industry. He has served as Chair of the Investment Policy Committee at Acorns, directed partnerships, and was the Chief Strategy Officer at Pefin, among other roles. Additionally, John is a special advisor to various fintech platforms and is available for public speaking and strategic consulting.

Keywords: Fintech Entrepreneur, Chartered Alternative Investment Analyst, Asset Management, Sales, Marketing, Consumer Financial Branding, Wealth Management Platforms, AI Financial Advisor, Investment Policy Committee, Digital Wealth Management, Public Speaking.

John R. Crittenden, CAIA
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Location

Los Angeles Metropolitan Area