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Jay Canell Location
New York, NY, US
Jay Canell Work
Managing Director @ (September 2024 - Present)
Managing Director, Wealth Partner @ (April 2017 - September 2024)
Managing Director - Wealth Management, Financial Advisor @ (November 2006 - April 2017)
Managing Director--Investments @ (May 2000 - November 2006)
Senior Vice President--Investments @ (November 1993 - May 2000)
Financial Advisor @ Lehman Brothers (February 1993 - November 1993)
Jay Canell Education
Lehigh University
B.A. (International Relations)
1985-1989
Jay Canell Skills
Equities
Fixed Income
Investments
Mutual Funds
Securities
Tax Efficient Strategies
Mergers and Acquisitions
Series 7
Life Insurance
Banking
Alternative Investments
Wealth Management
Financial Advisory
Portfolio Management
Management
Program Management
Asset Management
Mortgage Lending
Trading
Finance
Investment Advisory
Loans
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 B.A. in International Relations @ Lehigh University. With a robust skill set that includes Equities, Fixed Income, Investments, Mutual Funds, Securities and more. Jay Canell has 2 emails and 2 mobile phone numbers on RocketReach.
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