Corporate Wealth Specialist, Global Wealth and Retirement Services @ (October 2017 - January 2021)
Market Manager II @ (April 2014 - October 2017)
Financial Solutions Advisor @ (August 2012 - April 2014)
Financial Advisor @ (January 2011 - January 2012)
Commercial Banking Officer @ Columbia State Bank (January 2010 - January 2010)
Private Banking Officer @ Northwest Bank (January 2006 - January 2010)
Private Banking Officer @ The Bank of Oswego (January 2004 - January 2006)
Private Banking Officer @ (January 1991 - January 2004)
Duncan Porter Education
George Fox University
MBA (Business Administration)
1995-1997
Portland State University
Bachelor's degree (Marketing)
Duncan Porter Skills
Financial Analysis
Estate Planning
Banking
Finance
Investments
Portfolio Management
Sales
Business Development
Retirement Planning
Financial Services
Marketing Strategy
Commercial Banking
CRM
Loans
Strategic Planning
Management
Duncan Porter Summary
Duncan Porter, based in Portland, OR, US, is currently a Enterprise Relationship Specialist at Bank of America. Duncan Porter brings experience from previous roles at Bank of America and Ameriprise Financial Services, Inc.. Duncan Porter holds a 1995 - 1997 MBA in Business Administration @ George Fox University. With a robust skill set that includes Financial Analysis, Estate Planning, Banking, Finance, Investments and more. Duncan Porter has 1 mobile phone numbers on RocketReach.
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