Duncan Reed Email & Phone Number
Financial Advisor @ Edward Jones
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Duncan Reed Location
- Philadelphia, PA, US
Duncan Reed Work
- Financial Advisor @ (March 2014 - Present)
- Adjunct Instructor @ (September 2010 - May 2024)
- Associate Director: Integrated Sterile Supply @ Merck & Co, Inc (January 2011 - August 2013)
- Vaccine Operations @ Merck & Co, Inc (October 1995 - December 2010)
Duncan Reed Education
- Exit Planning Institute®
CEPA®, Certified Exit Planning Advisor (Financial Services)
2024-2024 - Yale School of Management
CPWA®, Certified Private Wealth Advisor (Financial Services)
2022-2024 - Stockton University
CFP®, Certified Financial Planner (Financial Services)
2020-2021 - The College of Financial Planning
AAMS™, Accredited Asset Management Specialist (Financial Services)
2017-2017 - DeSales University
Master of Business Administration (M.B.A.) (Finance)
2005-2010 - Gwynedd Mercy University
Bachelor’s Degree (Business Administration and Management, General)
2000-2005
Duncan Reed Summary
- Duncan Reed, based in Philadelphia, PA, US, is currently a Financial Advisor at Edward Jones. Duncan Reed brings experience from previous roles at Gwynedd Mercy University and Merck & Co, Inc. Duncan Reed holds a 2024 - 2024 CEPA®, Certified Exit Planning Advisor in Financial Services @ Exit Planning Institute®. Duncan Reed has 6 emails and 1 mobile phone numbers on RocketReach.
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