Candace Davis Email & Phone Number
VP Strategic Accounts @ iCapital
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Candace Davis Location
- Lewisville, TX, US
Candace Davis Work
- 2026 -now VP Strategic Accounts @
- 2025 -now VP Strategic Accounts @
- 2025 -now President @ Highland Shores Hurricanes Swim Team
- 2022 -2024 Head of Field Development; Director of Bank Channel @
- 2021 -2022 Head of Field Development @
- 2004 -2022 Member @
- 2020 -2021 Chairperson for Women In Leadership @
- 2017 -2021 Vice President - Investment Life Insurance Specialist @
- 2011 -2017 Regional Vice President @ The Prudential Insurance Company of America
- 2010 -2011 Sr Regional Investment Consultant @
- 2005 -2010 Regional Sales Manager @
- 1997 -2002 Sr Service Rep @ SAFECO
Candace Davis Education
- Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC
- The American College
(CLU, ChFC)
- University of Washington
Bachelor's degree (Graduated with Honors)
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 Registered Representative of The Leaders Group, Inc. Member FINRA/SIPC. 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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