Insurance Specialist
Deffett Financial
AeroLeads people directory · profile
Adam Deffett, Cfa Email & Phone Number
Insurance Specialist
at
Deffett Financial
1 work email found
@radientinc.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Adam Deffett, Cfa? Overview
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Quick answer
Adam Deffett, Cfa is listed as Insurance Specialist at Deffett Financial, based in Canada, Canada, Canada. AeroLeads shows a work email signal at radientinc.com and a matched LinkedIn profile for Adam Deffett, Cfa.
Adam Deffett, Cfa previously worked as Partner at O'Shaughnessy Financial Services Limited and Member Board of Directors at Water Polo Canada. Adam Deffett, Cfa holds Bachelor Of Commerce (B.Com.), Finance from The University Of Calgary.
Company email context
Email format at Deffett Financial
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*@radientinc.com
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AeroLeads found 1 current-domain work email signal for Adam Deffett, Cfa. Compare company email patterns before reaching out.
Profile bio
About Adam Deffett, Cfa
Adam Deffett, Cfa is a Insurance Specialist at Deffett Financial. He possess expertise in equities, trading, capital markets, equity trading, equity research and 16 more skills.
Listed skills include Equities, Trading, Capital Markets, Equity Trading, and 17 others.
Current workplace
Adam Deffett, Cfa's current company
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14 roles
Adam Deffett, Cfa work experience
A career timeline built from the work history available for this profile.
Partner
Insurance specialist for entrepreneurs, business owners and high net worth families. We provide bespoke solutions to incorporate insurance into your financial, business and estate plans as a tool to build wealth and minimize tax liabilities.
Member Board Of Directors
Insurance Specialist
Deffett Financial
Licensed insurance professional helping individuals, families and corporations build wealth, reduce taxes and plan for the future.
Director And Advisor
Looking Glass Labs (Neo:Nftx)
Sep 2021 - Jan 2023
President
May 2022 - Oct 2022
Interim Ceo
Jul 2021 - Mar 2022
Sr. Vp, Corporate Development
Radient Technologies Inc.
Oct 2019 - Jan 2021
Managing Director, Head Of Institutional Equity Sales
Jan 2018 - Sep 2019
Managing Director, Institutional Trading
Desjardins Capital Markets
Jun 2015 - Jun 2017
Vp, Institutional Trading
Nov 2012 - Jun 2015
Partner, Equity Trader
Paradigm Capital
Liability and Agency Trader with a focus on the Energy sector
Feb 2007 - Oct 2012
Aug 2005 - Dec 2006
Generalist
Rotations in equity sales, equity trading, bond trading and equity research (base metals). Also completed RBC's Ibanker training program
Jul 2004 - Aug 2005
2 education records
Adam Deffett, Cfa education
Bachelor Of Commerce (B.Com.), Finance
Series 7, 55, 63
Finra
FAQ
Frequently asked questions about Adam Deffett, Cfa
Quick answers generated from the profile data available on this page.
What company does Adam Deffett, Cfa work for?
Adam Deffett, Cfa works for Deffett Financial.
What is Adam Deffett, Cfa's role at Deffett Financial?
Adam Deffett, Cfa is listed as Insurance Specialist at Deffett Financial.
What is Adam Deffett, Cfa's email address?
AeroLeads has found 1 work email signal at @radientinc.com for Adam Deffett, Cfa at Deffett Financial.
Where is Adam Deffett, Cfa based?
Adam Deffett, Cfa is based in Canada, Canada, Canada while working with Deffett Financial.
What companies has Adam Deffett, Cfa worked for?
Adam Deffett, Cfa has worked for Deffett Financial, O'Shaughnessy Financial Services Limited, Water Polo Canada, Looking Glass Labs (Neo:Nftx), and Ihealthox.
How can I contact Adam Deffett, Cfa?
You can use AeroLeads to view verified contact signals for Adam Deffett, Cfa at Deffett Financial, including work email, phone, and LinkedIn data when available.
What schools did Adam Deffett, Cfa attend?
Adam Deffett, Cfa holds Bachelor Of Commerce (B.Com.), Finance from The University Of Calgary.
What skills is Adam Deffett, Cfa known for?
Adam Deffett, Cfa is listed with skills including Equities, Trading, Capital Markets, Equity Trading, Equity Research, Valuation, Equity Valuation, and Investments.
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