2006 -2017 Managing Director - Wealth Management, Financial Advisor @
2000 -2006 Managing Director--Investments @
1993 -2000 Senior Vice President--Investments @
1993 -1993 Financial Advisor @ Lehman Brothers
Jay Canell Education
Lehigh University 1985-1989
Jay Canell Skills
Tax Efficient Strategies
Mergers and Acquisitions
Series 7
Securities
Life Insurance
Banking
Alternative Investments
Wealth Management
Financial Advisory
Portfolio Management
Management
Investments
Program Management
Asset Management
Mortgage Lending
Trading
Finance
Fixed Income
Investment Advisory
Loans
Mutual Funds
Equities
Investment Management
Jay Canell Summary
Jay Canell, based in New York, NY, US, is currently a Managing Director at Wells Fargo Advisors. Jay Canell brings experience from previous roles at J.P. Morgan, Morgan Stanley, Morgan Stanley Investment Management and Oppenheimer & Co. Inc.. Jay Canell holds a 1985 - 1989 Lehigh University. With a robust skill set that includes Tax Efficient Strategies, Mergers and Acquisitions, Series 7, Securities, Life Insurance and more. Jay Canell has 2 emails and 4 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.