David Sanna Email & Phone Number
First Vice President - Financial Advisor, Certified Private Wealth Advisor® @ RBC Wealth Management
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David Sanna Location
- Eagle, ID, US
David Sanna Work
- First Vice President - Financial Advisor, Certified Private Wealth Advisor® @ (August 2009 - Present)
- Vice President, Financial Advisor and Branch Manager @ (March 1996 - August 2009)
- Financial Advisor, District Manager, McDonald Financial Group @ (January 2002 - January 2006)
- Alumnus @ (January 1962 - January 1967)
David Sanna Education
- Idaho State University
Master of Science (M.S.) (Political Science and Government)
1962-1973 - Idaho State University
Bachelor of Arts (Political Science)
1962-1967
David Sanna Skills
- Estate Planning
- Financial Advisory
- Retirement Planning
- Investments
- Finance
- Investment Advisory
- Asset Allocation
- Strategy
- Wealth Management
- Mutual Funds
- Risk Management
- Wealth
- Strategic Financial
- Due Diligence
- Retirement
- Mergers and Acquisitions
- Series 7
- Employee Benefits
- Securities
- Investment Management
David Sanna Summary
- David Sanna, based in Eagle, ID, US, is currently a First Vice President - Financial Advisor, Certified Private Wealth Advisor® at RBC Wealth Management. David Sanna brings experience from previous roles at Merrill Lynch, KeyBank and Idaho State University. David Sanna holds a 1962 - 1973 Master of Science (M.S.) in Political Science and Government @ Idaho State University. With a robust skill set that includes Estate Planning, Financial Advisory, Retirement Planning, Investments, Finance and more. David Sanna has 2 emails and 1 mobile phone numbers on RocketReach.
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