Brian Duvall Email & Phone Number
Manager, Planner Services and Product Development @ Asset Dedication, LLC
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Brian Duvall Location
- Bishop, CA, US
Brian Duvall Work
- 2020 -now Manager, Planner Services and Product Development @
- 2012 -2019 Financial Planner and Director of Operations @
- 2008 -2009 Financial Analyst @ Wealth Management Solutions
- 2006 -2008 Broker Support Specialist @
- 2005 -2006 Management Development Specialist @
- 2003 -2004 Acquisitions Specialist (Loan Consolidations) @ Southwest Student Servicess Corporation
Brian Duvall Education
- Boston University
Master of Science - MS (Software Development)
2018-2019 - Boston University
Grad Cert (Web Development)
2018-2019 - University of Kentucky
Bachelor of Science (BS) (Economics)
2000-2003 - University of Kentucky
Bachelor of Arts (BA) (Finance)
2000-2003
Brian Duvall Skills
- Financial Advisory
- Finance
- Retirement Planning
- Mutual Funds
- Sellers
- Microsoft Excel
- Recruiting
- Wealth Management
- Loans
- Relocation
- Personal Tax Planning
- Retirement
- Financial Planning
- Asset Management
- Investments
- Sales
Brian Duvall Summary
- Brian Duvall, based in Bishop, CA, US, is currently a Manager, Planner Services and Product Development at Asset Dedication, LLC. Brian Duvall brings experience from previous roles at Sensible Money, LLC, Wealth Management Solutions, JPMorgan Chase and Bank of New Zealand. Brian Duvall holds a 2018 - 2019 Master of Science - MS in Software Development @ Boston University. With a robust skill set that includes Financial Advisory, Finance, Retirement Planning, Mutual Funds, Sellers and more. Brian Duvall has 5 emails and 6 mobile phone numbers on RocketReach.
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