Eric Duncan Email & Phone Number
Financial Advisor @ Berthel Fisher Companies
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Eric Duncan Location
- Denver, CO, US
Eric Duncan Work
- 2025 - now Financial Advisor @
- 2013 - now Senior Financial Advisor @
- 2004 - now Financial Advisor @
Eric Duncan Education
- University of Colorado Boulder - Leeds School of Business
Finance (Accounting, Securities Analysis and Marketing)
1994 - 1997 - University of Colorado Denver
MBA (Finance)
Eric Duncan Skills
- Financial Advisory
- Charitable Trusts
- Financial Planning
- Portfolio Management
- Investments
- Trust Management
- Finance
- 401K Retirement Savings Plans
- 401k
- Wealth Management
- Investment Strategies
- Asset Management
- Customer Service
- Financial Analysis
- Real Estate Transactions
- Real Estate Investment Trust Reit
- Budgets
- Management
- Financial Reporting
- Project Management
- ETFs
- Working With First Time Home Buyers
- Research
- Tax Deferred Exchanges
- Commercial Real Estate
- Options
- Series 7
- Securities
- Microsoft Office
- Accounting
- Real Estate Investment Trust
- 401 Retirement Savings Plans
Eric Duncan Summary
- Eric Duncan, based in Denver, CO, US, is currently a Financial Advisor at Berthel Fisher Companies. Eric Duncan brings experience from previous roles at Team Duncan Financial and Moloney Securities Co. Inc. Eric Duncan holds a 1994 - 1997 Finance in Accounting, Securities Analysis and Marketing @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Financial Advisory, Charitable Trusts, Financial Planning, Portfolio Management, Investments and more. Eric Duncan has 1 emails and 1 mobile phone numbers on RocketReach.
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