Duncan Perry Location
Swampscott, MA, US
Duncan Perry Work
- 2023 - now Principal @ Smarter Bear Financial
- 2026 - now Chief Financial Officer @ FP Alpha
- 2019 - 2022 Chief Financial Officer @ Numerated
- 2019 - 2019 VP Operations @ Klaviyo
- 2017 - 2019 VP Finance @ Klaviyo
- 2013 - 2017 Senior Director, Finance @ Charles River Development
- 2009 - 2012 CFO and VP Information Systems and SaaS Operations @ PeopleCube
- 2006 - 2009 CFO and COO @ Treedia Labs
- 2003 - 2006 CFO and SVP Operations @ Artisoft
- 2000 - 2002 CFO @ SupplyWorks
Duncan Perry Education
- Boston University Center for Professional Education
Certificate in Financial Planning (Financial Planning)
2023 - 2025 - Cornell University - S.C. Johnson Graduate School of Management
MBA (Finance, Operations)
1984 - 1988 - Cornell University
BA (History)
1980 - 1984
- Cornell University
BSEE (Electrical Engineering)
1980 - 1984
Duncan Perry Skills
- Retirement Planning
- Personal Tax Planning
- Education Planning
- Investment Management
- Personal Financial Planning
- Compensation & Benefits
- Investment Strategies
- Estate Planning
- Tax Advisory
- Performance Motivation
Duncan Perry Summary
Duncan Perry, based in Swampscott, MA, US, is currently a Principal at Smarter Bear Financial. Duncan Perry brings experience from previous roles at FP Alpha, Numerated (acquired by Moody's) and Klaviyo. Duncan Perry holds a 2023 - 2025 Certificate in Financial Planning in Financial Planning @ Boston University Center for Professional Education. With a robust skill set that includes Retirement Planning, Personal Tax Planning, Education Planning, Investment Management, Personal Financial Planning and more. Duncan Perry has 5 emails and 2 mobile phone numbers on RocketReach.
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