Thomas Duncan Email & Phone Number
Founder and Private Wealth Advisor @ Vision Capital Partners
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Thomas Duncan Location
- Ann Arbor, MI, US
Thomas Duncan Work
- Founder and Private Wealth Advisor @ (August 2006 - Present)
- Private Wealth Advisor @ (January 2001 - August 2006)
- Controller @ US Trailer Co. (April 1996 - December 2000)
- CPA @ (September 1992 - April 1996)
Thomas Duncan Education
- Harding University
BBA (Accounting & Economics)
1995-1999 - University of Michigan - Stephen M. Ross School of Business
MBA
Thomas Duncan Skills
- Investment Management
- Alternative Investments
- Estate Planning
- Business Succession Planning
- Life Insurance
- Retirement Planning
- Business Strategy
- Retirement
- Team Building
- Strategic Planning
- Financial Analysis
- Sales Management
- Investments
- Customer Service
- Marketing Strategy
- New Business Development
- Strategy
- Insurance
- Finance
- Wealth Management
- Investment Advisory
- Strategic Financial Planning
- Series 7
- Accounting
- Sales
- Startups
Thomas Duncan Summary
- Thomas Duncan, based in Ann Arbor, MI, US, is currently a Founder and Private Wealth Advisor at Vision Capital Partners. Thomas Duncan brings experience from previous roles at Lincoln Financial Advisors, US Trailer Co. and UHY LLP (Follmer, Rudzewicz & Co., PC). Thomas Duncan holds a 1995 - 1999 BBA in Accounting & Economics @ Harding University. With a robust skill set that includes Investment Management, Alternative Investments, Estate Planning, Business Succession Planning, Life Insurance and more. Thomas Duncan has 1 emails and 1 mobile phone numbers on RocketReach.
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