Senior Account Manager @ (September 2017 - April 2020)
Stitch Fix (Contract and People and Culture) @ (January 2017 - September 2017)
Seiler, LLP (Contract and Client Services) @ (July 2016 - December 2016)
Nationwide Advisor Sales and Support @ (December 2012 - March 2015)
Strategic Business Development @ You Consulting Inc (May 2009 - February 2015)
Stone and Youngberg and Stifel Nicolaus (Contractor and Client Services) @ (April 2012 - January 2013)
Registered Sales Assistant @ (March 2010 - May 2011)
Financial Representative @ (August 2007 - May 2009)
Duwyane Thomas Education
Market Technicians Association
(Chartered Market Technician Level Two candidate)
Duwyane Thomas Skills
Investments
Sales
Finance
Portfolio Management
Securities
Strategic Financial Planning
Mutual Funds
Asset Management
Series 7
Financial Services
Business Strategy
Financial Analysis
Business Development
Strategic Planning
Management
Retirement Planning
Equities
Fintech
HNW
Relationship Management
Fixed Income
Life Insurance
Entrepreneurship
Digital Advice
PaaS
SaaS
Municipal Bonds
Disability Insurance
Product Management
Data Analysis
Financial Planning
Duwyane Thomas Summary
Duwyane Thomas, based in California, United States, is currently a Customer Success Associate at TrendSpider LLC. Duwyane Thomas brings experience from previous roles at Advisor Software (ASI), Innovations PSI, Maven Recruiting Group and Advisor Software. Duwyane Thomas holds a Market Technicians Association. With a robust skill set that includes Investments, Sales, Finance, Portfolio Management, Securities and more. Duwyane Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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