Shaun McDuffee Email & Phone Number
Founder, President, and CEO @ Twin Oak Advisors
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Shaun McDuffee Location
- Austin, TX, US
Shaun McDuffee Work
- Founder, President, and CEO @ (September 2021 - Present)
- Senior Vice President @ (January 1990 - Present)
- Risk Management Strategy, Wealth Creation, and Wealth Transfer Advisor @ (January 1991 - Present)
- Founder @ Stop Alzheimer's Now (January 2013 - Present)
Shaun McDuffee Education
- University of Wisconsin-Madison
Bachelor's Degree (Marketing, Finance/Management, and Political Science)
1984-1990
Shaun McDuffee Skills
- Finance
- Financial Planning
- Retirement Planning
- Leadership
- Customer Service
- Financial Services
- Financial Analysis
- Portfolio Management
- Investment Strategies
- Insurance Strategies
- Public Speaking
- Risk Management Strategies
- Wealth Transfer Planning
- Wealth Creation Advising
- Mentoring
- Banking
- Business Development
- Microsoft Office
- Entrepreneurship
- Risk Management
- Startups
Shaun McDuffee Summary
- Shaun McDuffee, based in Austin, TX, US, is currently a Founder, President, and CEO at Twin Oak Advisors. Shaun McDuffee brings experience from previous roles at North Star Resource Group and Stop Alzheimer's Now. Shaun McDuffee holds a 1984 - 1990 Bachelor's Degree in Marketing, Finance/Management, and Political Science @ University of Wisconsin-Madison. With a robust skill set that includes Finance, Financial Planning, Retirement Planning, Leadership, Customer Service and more. Shaun McDuffee has 3 emails and 1 mobile phone numbers on RocketReach.
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