Duncan Perry Email & Phone Number
Principal @ Smarter Bear Financial
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Duncan Perry Location
- Swampscott, MA, US
Duncan Perry Work
- 2023 -now Principal @
- 2026 -now Chief Financial Officer @
- 2019 -2022 Chief Financial Officer @
- 2019 -2019 VP Operations @
- 2017 -2019 VP Finance @
- 2013 -2017 Senior Director, Finance @
- 2009 -2012 CFO and VP Information Systems and SaaS Operations @ PeopleCube
- 2006 -2009 CFO and COO @ Treedia Labs
- 2003 -2006 CFO and SVP Operations @
- 2000 -2002 CFO @
- 1997 -2000 CFO and CIO @ Elron Software
- 1994 -1998 Director @
- 1996 -1998 CFO @ Linius
- 1988 -1994 Site Finance Manager @
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
- Sales
- Goal Setting
- Compensation
- Interpersonal Skills
- Business-to-Business (B2B)
- Financial Modeling
- Budgeting
- Management Accounting
- Business Management
- Software Industry
- Financial Reporting
- Managerial Finance
- Information Technology
- Social Media Marketing
- CFOs
- Financial Analysis
- Enterprise Software
- Business Development
- SaaS
- Management
- Start-ups
- Leadership
- Executive Management
- Mergers & Acquisitions
- Strategic Planning
- Strategy
- Strategic Partnerships
- Outsourcing
- Entrepreneurship
- Product Management
- Mergers
- Cloud Computing
- Cross-functional Team Leadership
- IT Management
- Venture Capital
- Business Strategy
- Integration
- Business Intelligence
- Professional Services
- E-commerce
- Finance
- Customer Relationship Management (CRM)
- Team Building
- Acquisition Integration
- Consulting
- Electronics Manufacturing
- Business Process Improvement
- International Expansion
- Software as a Service (SaaS)
- Start Ups
- CRM
- Operations Management
- Go to Market Strategy
- Product Development
- Telecommunications
- Solutions
- Project Management
- Spanning
- Analytics
- Mergers and Acquisitions
- Solution Selling
- Development
- New Business Development
- Cross Functional Team Leadership
- IT Strategy
- Vendor Management
- Digital Media Services
- Management Consulting
- Contract Negotiation
- Business Analysis
- Change Management
- Software
- Scheduling
- Program Management
- Mobile Devices
- E Commerce
- Customer Relationship Management Crm
- Building Management
- Investment Properties
- Software as a Service Saas
- Software as a Service
- Customer Relationship Management
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 on RocketReach.
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