Tim Duncan Email & Phone Number
Senior Retirement Plan Advisor @ Mariner Wealth Advisors
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Tim Duncan Location
- Lee's Summit, MO, US
Tim Duncan Work
- 2014 -now Senior Retirement Plan Advisor @
- 2012 -2014 Retirement Plan Consultant @
- 2003 -2012 VP, Institutional Portfolio Manager @ M&I Institutional Trust Services, a Part of BMO Financial
- 1998 -2003 Senior Retirement Education Consultant @
Tim Duncan Education
- Baker University
MBA (Business/Managerial Economics)
1995-1997 - University of Missouri-Kansas City
BA (Communication Studies, Spanish)
1985-1990 - Southwest High School - KC 1980-1984
Tim Duncan Skills
- Retirement
- Defined Benefit
- Retirement Planning
- Mutual Funds
- 401k
- Defined Contribution
- Employee Benefits
- Investments
- Securities
- Insurance
- Investment Strategies
- Asset Allocation
- Project Management
- Management
- Financial Services
- Series 7
- Wealth Management
- Program Management
- Non-profits
- Equities
- Strategic Planning
- Microsoft Office
- Portfolio Management
- Non Profits
- Project Planning
Tim Duncan Summary
- Tim Duncan, based in Lee's Summit, MO, US, is currently a Senior Retirement Plan Advisor at Mariner Wealth Advisors. Tim Duncan brings experience from previous roles at SageView Advisory Group, M&I Institutional Trust Services, a Part of BMO Financial and American Century Investments. Tim Duncan holds a 1995 - 1997 MBA in Business/Managerial Economics @ Baker University. With a robust skill set that includes Retirement, Defined Benefit, Retirement Planning, Mutual Funds, 401k and more. Tim Duncan has 2 emails and 1 mobile phone numbers on RocketReach.
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