John N. Duncan

John N. Duncan Email and Phone Number

Financial Advisor @ Prudential Financial
United States
John N. Duncan's Location
Sahuarita, Arizona, United States, United States
John N. Duncan's Contact Details

John N. Duncan work email

John N. Duncan personal email

n/a
About John N. Duncan

Highly decorated Marine veteran with 12 years of international project management experience. Have consulted on numerous operations in diverse environments while leading multinational teams. Skilled at communicating and developing relationships with diverse groups ranging from local nationals in developing countries to high ranking officers and business executives. Highly driven individual who is motivated to deliver quality, positive outcomes in any setting. Distinctive combination of work experience and formal education, to include the Series 7 & 66 licensers and an MBA in Global Management.

John N. Duncan's Current Company Details
Prudential Financial

Prudential Financial

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Financial Advisor
United States
John N. Duncan Work Experience Details
  • Prudential Financial
    Financial Advisor
    Prudential Financial
    United States
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  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Jul 2022 - Feb 2024
    Tucson, Arizona, United States
    Provided planning and guidance by developing a comprehensive investment strategy that supports each client’s unique needs. This was achieved by profiling each client to detail their fundamentals and leading in-depth discussions involving planning concepts with a wide range of investment solutions, and then presenting the analysis of potential outcomes. Maintained client relationships by explaining concepts of portfolio activities in-line with clients' investment goals. This was done by continued analysis of economic trends within the business cycle, and using a thorough understanding of Modern Portfolio Theory. Regular contact with clients made to discuss their appetite for risk, and work with them to reallocate their portfolio to achieve maximum results that also limits downside. Presented the analysis of their portfolio's standard deviation and tax efficiency based on their holdings, and provided a goals based plan clients can be comfortable with.
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  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Financial Advisor
    Merrill Lynch Wealth Management, Bank Of America Corporation Oct 2019 - Jul 2022
    Tucson, Arizona, United States
    Developed clients' holistic financial experience through banking and customized investment solutions. This was achieved by building portfolio recommendations based on client data and presenting scenario based models that could achieve their goals. Further presented assessments and revisions based on client feedback to show additional outcomes as needed. These models were created and executed by a continued review of client fundamentals, time horizon of goals based planning, and risk tolerance for a well-diversified target asset mix that suited client's investment objectives. Worked to continuously monitor portfolio performance through technical and fundamental analysis and rebalanced as needed for long-term client success. Clients were briefed regularly on these activities.
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  • Lathrop Gage
    Conflicts Analyst
    Lathrop Gage Mar 2017 - Oct 2019
    Kc Mo
    Worked to conduct research and analysis to identify potential conflicts of interest related to the law firm. Assisted attorneys with interpreting data collected from six databases allowing for more informed decisions regarding acceptance of new business. This work contributed to more value being added to the firm while also actively mitigating risk.
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  • U.S. Department Of State
    Worldwide Protective Services, Contractor
    U.S. Department Of State Mar 2015 - Mar 2017
    Kabul, Afghanistan
    Managed several multi-national teams in the high threat region of Kabul, Afghanistan. Resolved complex problems regularly, efficiently, and effectively while maintaining focused situational awareness. Assessed, developed, and managed Department of State regulations in accordance with the Regional Security Office (RSO) and the National Industrial Security Program (NISPOM) resulting in zero security breaches over a 2-year period.
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  • United States Marine Corps
    Canvassing Recruiter
    United States Marine Corps Jan 2012 - Jun 2014
    Greater Salt Lake City Area
    Revitalized recruiting operations in West Salt Lake City by expanding market presence within the community. Using a grassroots approach to inform community leaders the team exceeded monthly sales quotas for every month of production. This resulted in being awarded “Top Recruiter” and “Top Recruiting Team” numerous times over a 30-month period.
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  • United States Marine Corps
    Infantry Unit Leader
    United States Marine Corps Jan 2003 - Jan 2012
    Directed three separate sections totaling 40+ Marines with guidance and mentorship that fostered unit cohesion. Diagnosed unit deficiencies and generated development plans to enhance unit readiness while achieving mission essential qualifications. Successfully completed an expeditionary deployment to the Asiatic-Pacific region.
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  • 1St Marine Division (Fwd) Multi National Forces - West
    Foreign Military Advisor
    1St Marine Division (Fwd) Multi National Forces - West Jul 2006 - Jan 2007
    Al Anbar, Iraq
    Positioned as a subject matter expert that advised foreign military leaders. Consulted, coached, and mentored on tactics and leadership subjects resulting in over 300 graduates with minimal attrition. Presented flexible platforms of instruction to field more informed and qualified unit leaders at the tactical and operational levels. This aligned with the strategic goal of a successful transition to local forces.Courses included: Close Quarters Battles, Advanced Machinegun Employment, Designated Marksman/Counter Sniper Training, Military Operations in Urban Terrain, Live Fire Range Safety/Operations.

John N. Duncan Skills

Operations Management Organization Skills Intelligence Counterintelligence Surveillance Elicitation Risk Assessment Threat And Vulnerability Management Military Operations Combat Operations Force Protection Humanitarian Assistance Train The Trainer Presentation Skills Sales Presentations Public Speaking Professional Mentoring Marketing Communications Great Motivator Physical Training Weapons Marine Corps

John N. Duncan Education Details

Frequently Asked Questions about John N. Duncan

What company does John N. Duncan work for?

John N. Duncan works for Prudential Financial

What is John N. Duncan's role at the current company?

John N. Duncan's current role is Financial Advisor.

What is John N. Duncan's email address?

John N. Duncan's email address is jd****@****age.com

What schools did John N. Duncan attend?

John N. Duncan attended Thunderbird School Of Global Management, American Military University, Advanced Infantry Training Battalion (West), Advanced Infantry Training Company (East), Poinciana High School, American Military University.

What are some of John N. Duncan's interests?

John N. Duncan has interest in Teaching, Backpacking, Snowboarding, Scuba, Mentoring, Golf, Crossfit.

What skills is John N. Duncan known for?

John N. Duncan has skills like Operations Management, Organization Skills, Intelligence, Counterintelligence, Surveillance, Elicitation, Risk Assessment, Threat And Vulnerability Management, Military Operations, Combat Operations, Force Protection, Humanitarian Assistance.

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