Parker Duke Email & Phone Number

Denver, Colorado, United States

As Grok Wealth's Client Advocate, I prioritize serving and cultivating a lasting impact with those I encounter daily. I support the team by processing money movement requests and taking in calls from clients and prospects alike. My responsibilities range from clerical in nature like scheduling meetings and managing the onboarding process for new clients to planning Grok Wealth's marketing events. In the Fall of 2024, we hosted a beautiful Client Appreciation event in Denver's Botanical Gardens. Committed to delivering excellence and exceeding client expectations, I am dedicated to providing superior service to every individual I assist

Denver, Colorado, United States

As a Client Service Administrator at Moneta, I was the first line of support for our “Raving Fan” client experience. I served as the first point of contact for all client questions, prepared their client review materials, and packaged their mailings. I also empowered my team’s Partners and Advisors to spend more time with clients through crucial support work. This included executing trades, compiling performance data, running transaction data, monitoring asset allocations, tracking required distributions, adjusting 401(k) plans and processing IRA contributions and distributions.

Rexburg, Idaho, United States

I work daily with my fellow students seeking a chance to improve their financial self-reliance. I help them build budgets that fit their needs, look for jobs, learn techniques to get out of debt, and more. I currently have helped over 100 students to become financially self-reliant or start their path to reach that goal.

Rexburg, Idaho, United States

Tempe, Arizona, United States

As an intern, I assisted in the onboarding of prospective clients and entering client information into the CRM (Client Relationship Management) program. Additionally, I aided in preparing the notes advisors useed in client portfolio review meetings. Frequently, I would join and listen in on meetings that advisors have with their clients.

Tempe, Arizona, United States

I am responsible for the financial analyzation of the pricing structures used by Okland's subcontractors/vendors (Waste Removal/Chemical toilets). Through a proposal submission process, I help identify the most advantageous vendor and begin a uniform and defined relationship with said company. I aid in data gathering and analyzation for new internal process improvement programs currently being used to help in estimation, evaluation, and preconstruction.

Scottsdale, Arizona, United States

Skilled in providing top quality service to residents. Training in preparation of food. Opportunities to work in teams among fellow food servers.

Scottsdale Arizona

As my neighbor's health declined, she looked to me for help in her daily life. At the age of twelve until I turned sixteen, I worked in her home. I cleaned bathrooms, swept, mopped floors, collected the trash, recycled weekly, and prepared food. As those were common items on my to do list, my job also extended to the projects around the house and outside as well. I maintained the pool, provided landscaping, and watched over the house in my spare time. I had deep cleaning for when my neighbor had house guests, reorganizing parts of the house to her liking, and made grocery trips when she wasn't able to make it herself. I soon become aware of issues before even she was aware of them and soon dealt with them.This job was essential to my neighbor because she was physically and mentally unable to do these tasks herself. She was physically handicapped and moved from walker to walker and only stood to move to a different chair.

Scottsdale Arizona

Long before I was an employee at Brookdale, I volunteered at the community performing duties that included leading them in activities, accompanying and guiding patients on scheduled shopping trips. I watched over those who required supervision with their purchases and shopping, and return to their apartments. At the Scottsdale location there is memory-impaired unit. Here I volunteered to just talk to them and entertain them.