Ben Duncanson Email & Phone Number
Wealth Manager @ Badgley Phelps Wealth Managers
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Ben Duncanson Location
- Boise, ID, US
Ben Duncanson Work
- Wealth Manager @ (February 2025 - Present)
- Director of Wealth Management @ First Federal Savings Bank of Twin Falls (March 2023 - February 2025)
- VP - Financial Consultant @ Charles Schwab (October 2015 - March 2023)
- Investment Professional @ (August 2014 - October 2015)
- Funded Trader @ Barker Capital Management (August 2013 - May 2014)
- Financial Analyst @ Barker Capital Management (December 2012 - May 2014)
- Client Services Intern @ (May 2013 - August 2013)
- Management Intern @ (May 2012 - August 2012)
- Vice President of Marketing @ Vandal Solutions (September 2011 - May 2012)
- Marketing Intern @ University of Idaho Athletics (August 2011 - December 2011)
Ben Duncanson Education
- University of Idaho
Business (Finance)
2010-2014
Ben Duncanson Skills
- Series 65
- Certified Financial Planner
- Tax Planning
- Retirement
- Relationship Development
- New Business Development
- Insurance Analysis
- Retirement Planning
- Presentation Skills
- Financial Planning
- Sports
- Sales
- Marketing
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Teamwork
- Team Leadership
- Management
- Customer Service
- Banking and Credit Management
- Strategy
- Mutual Funds
- Small Business Retirement Plans
- Trading Platform Specialist
- College Planning
- 401K Rollovers
- Investments
- Asset Allocation
- Charitable Giving
- Leadership
- PowerPoint
- Microsoft PowerPoint
- Public Speaking
Ben Duncanson Summary
- Ben Duncanson, based in Boise, ID, US, is currently a Wealth Manager at Badgley Phelps Wealth Managers. Ben Duncanson brings experience from previous roles at First Federal Savings Bank of Twin Falls, Charles Schwab, Vanguard and Barker Capital Management. Ben Duncanson holds a 2010 - 2014 Business in Finance @ University of Idaho. With a robust skill set that includes Series 65, Certified Financial Planner, Tax Planning, Retirement, Relationship Development and more. Ben Duncanson has 3 emails on RocketReach.
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