Candace Davis Email & Phone Number
VP Strategic Accounts @ iCapital
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Candace Davis Location
- Lewisville, TX, US
Candace Davis Work
- VP Strategic Accounts @ (June 2026 - Present)
- VP Strategic Accounts @ (September 2025 - Present)
- President @ Highland Shores Hurricanes Swim Team (June 2025 - Present)
- Head of Field Development; Director of Bank Channel @ (November 2022 - August 2024)
- Head of Field Development @ (December 2021 - November 2022)
- Member @ (January 2004 - November 2022)
- Chairperson for Women In Leadership @ (September 2020 - November 2021)
- Vice President - Investment Life Insurance Specialist @ (June 2017 - November 2021)
- Regional Vice President @ The Prudential Insurance Company of America (May 2011 - March 2017)
- Sr Regional Investment Consultant @ (November 2010 - June 2011)
- Regional Sales Manager @ (August 2005 - September 2010)
- Sr Service Rep @ SAFECO (January 1997 - December 2002)
Candace Davis Education
- The American College of Financial Services
CLU (ChFC)
- Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
- University of Washington
Bachelor's degree (Sociology)
- University of Washington
Bachelor's degree (Law, Societies & Justice)
Candace Davis Skills
- Investments
- Insurance
- Underwriting
- Disability Insurance
- Mutual Funds
- Wealth Management
- Estate Planning
- Series 7
- Fixed Annuities
- Series 63
- Customer Service
- Strategy
- Event Planning
- Retirement
- Retirement Planning
- IRAs
- Health Insurance
- 401k
- Asset Allocation
- Commercial Insurance
- Brokers
- Life Insurance
- Microsoft Excel
- Microsoft Office
- Sales
- Leadership
- Strategic Financial Planning
- Strategic Planning
- Public Speaking
- Long-term Care
- Property & Casualty Insurance
- Financial Planners
- Term Life Insurance
- Employee Benefits
- Long Term Care Insurance
- Variable Annuities
- FINRA
- Whole Life
- Financial Advisory
- Universal Life
- Wealth
- Securities
- Roth IRA
- 401k Rollovers
- Investment Advisory
- ETFs
- Financial Services
- Investment Strategies
- Pensions
- Wealth Management Services
- Long Term Care
- Property and Casualty Insurance
Candace Davis Summary
- Candace Davis, based in Lewisville, TX, US, is currently a VP Strategic Accounts at iCapital. Candace Davis brings experience from previous roles at Hexure, Highland Shores Hurricanes Swim Team and Covr Financial Technologies. Candace Davis holds a CLU in ChFC @ The American College of Financial Services. With a robust skill set that includes Investments, Insurance, Underwriting, Disability Insurance, Mutual Funds and more. Candace Davis has 4 emails and 4 mobile phone numbers on RocketReach.
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