Portfolio Management - Assistant
CurrentAssistant of trust investments for the portfolio management team directly reporting to the VP of Wealth Investments, as well as the SVP & Chief Wealth Officer.
Jun 2022 - Present
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Kristin Duling Email & Phone Number
Portfolio Management - Assistant
at
First United Bank & Trust
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Management - Assistant
Location
Morgantown, West Virginia, United States
Company size
Who is Kristin Duling? Overview
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Quick answer
Kristin Duling is listed as Portfolio Management - Assistant at First United Bank & Trust, a with 310 employees, based in Morgantown, West Virginia, United States. AeroLeads shows a matched LinkedIn profile for Kristin Duling.
Kristin Duling previously worked as Relationship Advisor at First United Bank & Trust and Volunteer Manager at Faacts Foundation. Kristin Duling holds Master Of Science - Ms, Finance from Colorado State University Global.
Company email context
Email format at First United Bank & Trust
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First United Bank & Trust
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Profile bio
About Kristin Duling
I am part of the portfolio management team at First United Bank & Trust, where I support the management of over $1 billion in assets under trust. I work directly with the VP of Wealth Investments and the Chief Wealth Officer, applying my research, communication, and analytical skills to provide accurate reporting, execute trades within client accounts, and identify investment opportunities and risks.I’m pursuing an MS in Finance at CSU Global, specializing in International Management. I also hold an RBA from West Virginia University, where I focused on physics, political theory, and international studies, with a specific emphasis in Eastern Europe’s political and economic dynamics. Outside of finance, I’m passionate about exploring new discoveries in theoretical astrophysics and am a major Reformation-era history nerd. I’m also an avid reader of sci-fi and fantasy and aspire to author my own book series someday.
Current workplace
Kristin Duling's current company
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First United Bank & Trust
5 roles
Kristin Duling work experience
A career timeline built from the work history available for this profile.
Relationship Advisor
Retail relationship advisor, account opener, & teller.
Nov 2021 - May 2022
Volunteer Manager
Responsible for managing a team and delegating tasks to volunteers as needed. Assisted the founders of the organization with routine administrative work on an as-needed basis.
Jun 2019 - Oct 2021
Social Media Manager
Responsible for updating company events in via social media and calendars, researching scholarship opportunities for clients, replying to emails from clients, and organizing company events.
May 2018 - May 2019
Undergraduate Research Assistant
WVU Physics & Astronomy undergraduate research relating to spheroidal post-merger galaxies and their binary black hole systems overseen by Dr. Burke-Spolaor. Link to research summary below (cited as "Kris Wolfe").
Aug 2018 - May 2019
Team & coworkers
Colleagues at First United Bank & Trust
Other employees you can reach at mybank4.com. View company contacts for 310 employees →
AS
Alyssa Sweitzer
Colleague at First United Bank & TrustOakland, Maryland, United States
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CS
Charlie Startzman
Colleague at First United Bank & TrustWashington Dc-Baltimore Area, United States
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KJ
Kelli Jennings
Colleague at First United Bank & TrustKeyser, West Virginia, United States
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KA
Kolby Abruzzino
Colleague at First United Bank & TrustClarksburg, West Virginia, United States
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JL
Julie Lindsey
Colleague at First United Bank & TrustKingston, Oklahoma, United States
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GM
Gregory Mccoy
Colleague at First United Bank & TrustMorgantown, West Virginia, United States
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LM
Lindsay May
Colleague at First United Bank & TrustFrederick, Maryland, United States
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HB
Heather Broadwater
Colleague at First United Bank & TrustMchenry, Maryland, United States
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SA
Shawn Andrew
Colleague at First United Bank & TrustAustin, Texas, United States
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SW
Staci Wolfe
Colleague at First United Bank & TrustDallas, Texas, United States
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Alyssa Sweitzer
Colleague at First United Bank & TrustOakland, Maryland, United States
View →
CS
Charlie Startzman
Colleague at First United Bank & TrustWashington Dc-Baltimore Area, United States
View →
KJ
Kelli Jennings
Colleague at First United Bank & TrustKeyser, West Virginia, United States
View →
KA
Kolby Abruzzino
Colleague at First United Bank & TrustClarksburg, West Virginia, United States
View →
JL
Julie Lindsey
Colleague at First United Bank & TrustKingston, Oklahoma, United States
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GM
Gregory Mccoy
Colleague at First United Bank & TrustMorgantown, West Virginia, United States
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LM
Lindsay May
Colleague at First United Bank & TrustFrederick, Maryland, United States
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HB
Heather Broadwater
Colleague at First United Bank & TrustMchenry, Maryland, United States
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SA
Shawn Andrew
Colleague at First United Bank & TrustAustin, Texas, United States
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SW
Staci Wolfe
Colleague at First United Bank & TrustDallas, Texas, United States
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2 education records
Kristin Duling education
Master Of Science - Ms, Finance
Regents Bachelor Of Arts - Rba, Physics, Political Theory, & International Studies, 3.0
FAQ
Frequently asked questions about Kristin Duling
Quick answers generated from the profile data available on this page.
What company does Kristin Duling work for?
Kristin Duling works for First United Bank & Trust.
What is Kristin Duling's role at First United Bank & Trust?
Kristin Duling is listed as Portfolio Management - Assistant at First United Bank & Trust.
Where is Kristin Duling based?
Kristin Duling is based in Morgantown, West Virginia, United States while working with First United Bank & Trust.
What companies has Kristin Duling worked for?
Kristin Duling has worked for First United Bank & Trust, Faacts Foundation, and West Virginia University.
Who are Kristin Duling's colleagues at First United Bank & Trust?
Kristin Duling's colleagues at First United Bank & Trust include Alyssa Sweitzer, Charlie Startzman, Kelli Jennings, Kolby Abruzzino, and Julie Lindsey.
How can I contact Kristin Duling?
You can use AeroLeads to view verified contact signals for Kristin Duling at First United Bank & Trust, including work email, phone, and LinkedIn data when available.
What schools did Kristin Duling attend?
Kristin Duling holds Master Of Science - Ms, Finance from Colorado State University Global.
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