Richard Duda Email & Phone Number
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Richard Duda Location
- Denver, CO, US
Richard Duda Work
- 2022 -now Principal @ Pine Tree Wealth Management
- 2013 -2022 Manager-Private Client Advisor, Schwab Private Client Investment Advisory @
- 2007 -2013 Financial Consultant @
- 2004 -2007 Associate Portfolio Consultant, Schwab Private Client @
- 2003 -2004 Investment Consultant @
- 2001 -2003 Financial Representative @
- 1999 -2001 Financial Consultant @
Richard Duda Education
- College for Financial Planning
Certified Financial Planner certificate
2007-2012 - University of Colorado Denver
MBA (Finance and Financial Management Services)
2004-2007 - University of Notre Dame
BBA (Finance, General)
1994-1998
Richard Duda Skills
- Investments
- Portfolio Management
- Wealth Management
- Financial Planning
- Mutual Funds
- Financial Services
- Finance
- Research
- Financial Modeling
- Marketing
- Microsoft Excel
Richard Duda Summary
- Richard Duda, based in Denver, CO, US, is currently a Principal at Pine Tree Wealth Management. Richard Duda brings experience from previous roles at Charles Schwab. Richard Duda holds a 2007 - 2012 Certified Financial Planner certificate @ College for Financial Planning. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Financial Planning, Mutual Funds and more. Richard Duda has 1 emails and 3 mobile phone numbers on RocketReach.
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