Heather Duke
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Heather Duke Email & Phone Number

Family Office Consultant at Heather Duke
Location: Palo Alto, California, United States 4 work roles 3 schools
1 work email found @mssb.com 2 phones found area 978 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email h****@mssb.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Heather Duke
Role
Family Office Consultant
Location
Palo Alto, California, United States

Who is Heather Duke? Overview

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Quick answer

Heather Duke is listed as Family Office Consultant at Heather Duke, based in Palo Alto, California, United States. AeroLeads shows a work email signal at mssb.com, phone signal with area code 978, and a matched LinkedIn profile for Heather Duke.

Heather Duke previously worked as Financial Advisor - Jackson Group at Morgan Stanley Wealth Management and Senior Tax Associate, CPA at Pricewaterhousecoopers Llp. Heather Duke holds Macc, Emphasis In Taxation from Brigham Young University.

Company email context

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{first}.{last}@mssb.com
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AeroLeads found 1 current-domain work email signal for Heather Duke. Compare company email patterns before reaching out.

Profile bio

About Heather Duke

It is incredibly fulfilling to help clients formulate and successfully execute their financial strategy. Throughout my career in public accounting and financial services, I have cultivated a technical skill set focused on managing the details of family assets. I am now self-employed to focus on my clients full-time and love what I do!

Current workplace

Heather Duke's current company

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Heather Duke
Heather Duke
Family Office Consultant
4 roles

Heather Duke work experience

A career timeline built from the work history available for this profile.

Family Office Consultant

Current
Heather Duke

Palo Alto, CA

Responsibilities vary from client to client, but generally are as follows:Investment collaboration – Monitor all investments; research and prepare concise briefs on current and proposed investments for client’s ultimate review and decision; complete subscription documents; track capital call schedules and stock basis from venture capital fundsMaintain.

Jul 2011 - Present

Financial Advisor - Jackson Group

Morgan Stanley Wealth Management

Menlo Park, CA

Financial Advisor Associate – Series 7 & 66As a member of Dana Jackson's Graystone Consulting team (a business of Morgan Stanley), I worked with private foundations, endowments and individual investors to preserve and grow capital. Financial Planning & Analysis: manage estate planning efforts between clients, their CPAs, and attorneys, generate clear.

Jul 2011 - Jul 2014

Senior Tax Associate, Cpa

Pricewaterhousecoopers Llp

San Jose, California

- Specialized in income tax planning and compliance for individuals, trusts and estates. - Researched issues relating to charitable contributions to personal foundations; QSBS; individual NOLs; Roth IRA conversion cash flow; basis calculations; gift tax planning with ILITs, 529 plans, and loans.- Drafted technical memorandum to use in IRS and FTB audit.

Jan 2009 - Jun 2011

Tax Associate, Cpa

Pricewaterhousecoopers Llp

Los Angeles

- Specialized in income tax planning and compliance for individuals and private companies including LLCs and S-corporations.- Researched issues relating to multi-state income sourcing, foreign tax credits. - Drafted technical memorandum to use in IRS and FTB audit defense.

Jun 2006 - Dec 2008
3 education records

Heather Duke education

Bs, Accounting

Brigham Young University

Education record

Arcadia High School
FAQ

Frequently asked questions about Heather Duke

Quick answers generated from the profile data available on this page.

What company does Heather Duke work for?

Heather Duke works for Heather Duke.

What is Heather Duke's role at Heather Duke?

Heather Duke is listed as Family Office Consultant at Heather Duke.

What is Heather Duke's email address?

AeroLeads has found 1 work email signal at @mssb.com for Heather Duke at Heather Duke.

What is Heather Duke's phone number?

AeroLeads has found 2 phone signal(s) with area code 978 for Heather Duke at Heather Duke.

Where is Heather Duke based?

Heather Duke is based in Palo Alto, California, United States while working with Heather Duke.

What companies has Heather Duke worked for?

Heather Duke has worked for Heather Duke, Morgan Stanley Wealth Management, and Pricewaterhousecoopers Llp.

How can I contact Heather Duke?

You can use AeroLeads to view verified contact signals for Heather Duke at Heather Duke, including work email, phone, and LinkedIn data when available.

What schools did Heather Duke attend?

Heather Duke holds Macc, Emphasis In Taxation from Brigham Young University.

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