James Citron
About James Citron
James Citron is a Senior Account Manager at Woodruff Sawyer in San Francisco, California, where he has worked since 2019. He has a background in account management and marketing, having previously held positions at Herbert L. Jamison & Co. and Guy Carpenter.
Work at Woodruff Sawyer
James Citron has served as a Senior Account Manager at Woodruff Sawyer since 2019. In this role, he has led significant initiatives, including the project to transition the company to a digital filing system. His responsibilities involve collaborating with financial advisors to interpret market research, ensuring that clients receive tailored insights that benefit their financial strategies.
Previous Experience in Account Management
Before joining Woodruff Sawyer, James Citron worked at Guy Carpenter as an Assistant Vice President from 2015 to 2019. His role involved managing client accounts and developing asset allocation portfolios that were customized to meet specific client needs. Prior to that, he was an Account Executive at Herbert L. Jamison & Co. from 2010 to 2015, where he gained foundational experience in account management.
Education and Expertise
James Citron earned a Bachelor of Science in Business Administration with a focus on Marketing from Susquehanna University, where he studied from 2006 to 2010. His educational background provides him with a solid foundation in business principles and marketing strategies, which he applies in his current role and previous positions.
Professional Skills and Contributions
Throughout his career, James Citron has demonstrated expertise in developing asset allocation portfolios tailored to client needs. He has collaborated with financial advisors to analyze market research, ensuring that clients receive informed recommendations. His ability to manage client relationships effectively has been a key aspect of his professional contributions.