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
- 2006 -now Founder and Private Wealth Advisor @
- 2001 -2006 Private Wealth Advisor @
- 1996 -2000 Controller @ US Trailer Co.
- 1992 -1996 CPA @
Thomas Duncan Education
- University of Michigan - Stephen M. Ross School of Business 1995-1999
- Harding University 1988-1992
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 University of Michigan - Stephen M. Ross School of Business. 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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