Since 2018, R David Canaday has been working in Capitas Financial situated 290, 290. This person is a competent Director of Wealth Planning with over 36 years of work experience. According to R's resume and work profile, this expert has worked at more than five places with numerous backgrounds and got various skills. R attended school at the The American College of Financial Services from 2004 to 2007. R can be found in Newport Beach, California – where this person is currently located. You can search for R's contacts. We can also provide you with detailed contact information upon request.
Name variants:
R Canaday
Last updated Jun 13, 2024
Contact Information
Last Update
Jul 11, 2022
Email
da**@cox.net, rd**@mssb.com
Location
Newport Beach, CA
Company
Workplace
Colleagues
Work History
Director of Wealth Planning
200 Coon Rapids Boulevard Ext northwest, Minneapolis, MN 55433
Providing Sophisticated, Unbiased, Planning, Solutions for advisors and key clients; "Protecting, Preserving and Growing family and business wealth".
from Dec 2018
Regional Planning Specilist
Providing profession planning solutions of wealth preservation and wealth creation for financial advisors and their clients.
Mar 2013 — Nov 2018
National Sales Director; Regional Vice President and Planning Specialist
1585 Broadway, New York, NY 10003
David was employed 22 years by Morgan Stanley /Citigroup /Smith Barney as an Estate and Business Planning Specialist, also serving as the National Director of the Estate, Business and Insura...
Jan 1991 — Feb 2013
Regional Director,Estate, Business and Insurance Planning Services
1585 Broadway, New York, NY 10003
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm's reputation for ...
from Jan 1990
Regional Vp; Estate, Business and Insurance Planning Specialist
New York, NY
Our mission is to provide profession planning solutions of wealth preservation and wealth creation for financial advisors and their clients.
Jan 1980 — Dec 1989
Education
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Retirement Planning
Estate Planning
Series 7
Financial Services
Mutual Funds
Investments
Fixed Annuities
Financial Planning
Wealth Management Services
Financial Planners
Asset Allocation
Alternative Investments
Retirement
Asset Management
Business Planning
FAQs about R David Canaday
What is the main profession of R David Canaday?
R David Canaday is a Director of Wealth Planning.
What are the profession of R?
These person's professions are Executive and Director
Where does R David Canaday currently live?
The expert currently lives in Newport Beach, California.
What is R's email?
R David Canaday's email is da**@cox.net and rd**@mssb.com.
Where did R David Canaday work?
R David Canaday worked at Capitas Financial, Time Financial/Crump Life Insurance Services.
Where has R David Canaday studied?
R studied at the American College of Financial Services from 2004 to 2007.
What is the industry that R David Canaday worked in?
This person works in Financial Services industry.
What are professional skills of R David Canaday?
This professional has the following skills: Wealth Management, Retirement Planning, Estate Planning, Series 7, Financial Services, Mutual Funds, Investments, Fixed Annuities, and Financial Planning.