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Steve Duncan Location
Newport Beach, CA, US
Steve Duncan Work
President @ (April 2012 - Present)
Retired @ (July 2017 - Present)
Executive Vice President Individual Investor Services @ (June 2009 - March 2012)
Senior Vice President Human Resources @ (April 2005 - April 2010)
Senior Vice President Corporate Facilities @ (October 2002 - April 2005)
Senior Vice President- General Manager @ (July 1999 - September 2002)
Senior Vice President - Customer Service @ (July 1994 - June 1999)
Vice President - Customer Service @ (January 1987 - January 1994)
Steve Duncan Education
Arizona State University
Master of Business Administration (Finance)
1981-1982
Central College
Bachelor of Arts (Accounting)
1976-1980
Steve Duncan Skills
401k
Alternative Investments
Analysis
Asset Allocation
Asset Management
Asset Managment
Budgets
Change Management
Coaching
Customer Service
Employee Benefits
Employee Relations
Employee Training
Equities
Executive Management
FINRA
Finance
Financial Analysis
Financial Services
Human Resources
Investments
Leadership
Management
Mergers & Acquisitions
Mutual Funds
Onboarding
Organizational Development
Organizational Effectiveness
Outsourcing
Performance Management
Portfolio Management
Process Improvement
Program Management
Project Management
Recruiting
Risk Management
Securities
Series 63
Series 7
Sourcing
Start-ups
Strategic Planning
Strategy
Talent Acquisition
Talent Management
Team Building
Team Leadership
Training
Vendor Management
Workforce Planning
Steve Duncan Summary
Steve Duncan, based in Newport Beach, CA, US, is currently a President at Capital Group. Steve Duncan brings experience from previous roles at Capital Group. Steve Duncan holds a 1981 - 1982 Master of Business Administration in Finance @ Arizona State University. With a robust skill set that includes 401k, Alternative Investments, Analysis, Asset Allocation, Asset Management and more. Steve Duncan has 2 emails and 1 mobile phone numbers on RocketReach.
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