Crystal Kanada Email & Phone Number
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Crystal Kanada Location
- Roseville, CA, US
Crystal Kanada Work
- Financial Advisor @ (March 2025 - Present)
- CEO @ (August 2015 - Present)
- Financial Services Professional - Investments and Insurance Products @ (August 2012 - Present)
- Agent @ (August 2012 - Present)
- Assistance Vice President and Market growth and development consultant @ (July 2009 - July 2012)
- Assistant Vice President and Trust and Fiduciary Specialist @ (May 2008 - July 2009)
- Sales and Service Manager @ (May 2000 - May 2008)
Crystal Kanada Education
- Sierra College
Associates
2000-2002
Crystal Kanada Skills
- Leadership
- IRAs
- Protection Planning/family Security
- Mutual Funds
- Customer Service
- Accounting
- Financial Services
- Disability Insurance
- Estate Planning
- Insurance
- Multi Generational Planning
- Sales
- Small Business
- Life Insurance
- 401k Rollovers
- Tax
- Gifting Strategies
- Financial Planning
- Legacies
- Succession Planning
- Multi Tasking Skills
- Multi Generational Wealth Transfer
- Sales Management
- Term Life Insurance
- Key Person Protection
- Microsoft Word
- Agents
- Wealth Preservation Planning
- Annuity Sales
- Management
- Fixed Annuities
- Retirement Planning
- Retirement
- Asset Protection
Crystal Kanada Summary
- Crystal Kanada, based in Roseville, CA, US, is currently a CEO at Capital Edge Insurance & Financial Services. Crystal Kanada brings experience from previous roles at Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company and Wells Fargo. Crystal Kanada holds a 2000 - 2002 Associates @ Sierra College. With a robust skill set that includes Leadership, IRAs, Protection Planning/family Security, Mutual Funds, Customer Service and more. Crystal Kanada has 2 emails and 1 mobile phone numbers on RocketReach.
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