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Jaden Duncan Location
Newport Beach, CA, US
Jaden Duncan Work
Paraplanner @ (March 2024 - Present)
Financial Professional Trainee @ (April 2023 - March 2024)
Paraplanner @ Osaic (May 2024 - Present)
Financial Professional Trainee @ Lincoln Financial Advisors (April 2023 - March 2024)
Account Executive @ (January 2022 - October 2022)
Sales Development Representative @ (September 2021 - December 2021)
Fulltime Student @ (August 2017 - May 2021)
Treasurer @ (October 2018 - December 2019)
Investment Associate @ (June 2019 - August 2019)
Jaden Duncan Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration - BBA (Marketing)
2017-2021
Jaden Duncan Skills
Customer Acquisition
Cold Calling
Lead Generation
Business-to-Business (B2B)
New Business Development
Software as a Service (SaaS)
Sales
Marketing
Budgeting
Time Management
Management
Leadership
Jaden Duncan Summary
Jaden Duncan, based in Newport Beach, CA, US, is currently a Paraplanner at Oakwood Wealth Partners. Jaden Duncan brings experience from previous roles at Oakwood Wealth Partners, Osaic, Lincoln Financial Advisors and Workiz Inc.. Jaden Duncan holds a 2017 - 2021 Bachelor of Business Administration - BBA in Marketing @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Customer Acquisition, Cold Calling, Lead Generation, Business-to-Business (B2B), New Business Development and more. Jaden Duncan has 1 emails and 2 mobile phone numbers on RocketReach.
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