Kai Duncan
Associate Sales Trader
Fixed Income Trading at Raymond James Financial Inc.
Tampa/St. Petersburg, Florida Area
Section title
Kai Duncan's Email Addresses & Phone Numbers
About Kai Duncan
***LOOKING FOR A CHALLENGE*** Career Profile: Current 4.0 GPA in M.S. Finance at UT CFA level 2 candidate Series 7 License Exceptional math, communication, and Microsoft Office skills Creative out of the box thinking related to solid problem solving skills Proven leadership through management positions A true hunger and passion for the goals I've set and the...
***LOOKING FOR A CHALLENGE*** Career Profile: Current 4.0 GPA in M.S. Finance at UT CFA level 2 candidate Series 7 License Exceptional math, communication, and Microsoft Office skills Creative out of the box thinking related to solid problem solving skills Proven leadership through management positions A true hunger and passion for the goals I've set and the future I wish to achieveAssociate Sales Trader @ Generate sales/commission revenues by providing marketing, trading, and sales support of UITs to Financial Advisors. From May 2014 to Present (1 year 8 months) Portfolio Account Admin I @ Under general supervision, used advanced skills and experience to assist in the utilization of a Portfolio Management System and Brokerage Accounting system to provide clients and internal departments with cost basis, gain/loss, pricing, corporate action information and performance reporting. - Delivered superior client service through accuracy, timeliness and consistency. - Entered data, reviewed daily reports and researched any discrepancies. - Involved close interaction with fellow workers, other departments and branch associates. - Prepared and presented periodic reports to demonstrate comprehension of departmental functions and to offer observation and recommendations with respect to those functions. From September 2012 to Present (3 years 4 months) Tampa/St. Petersburg, Florida AreaProcess Specialist @ Auditing the validity of the foreclosure processes used by multiple top tier banks. Skills such as data mining, knowledge of accounting principles, multimedia communication, and future planning are used daily. From April 2012 to September 2012 (6 months) Tampa/St. Petersburg, Florida AreaIntern @ Worked with the finance and marketing departments by helping plan multiple conferences, attending board meetings, and revising Access and Excel documents. From January 2012 to April 2012 (4 months) Tampa/St. Petersburg, Florida AreaAssistant Manager @ Manage over 100 employees; along with the scheduling, staffing, and customer service that comes with managing a $5+ Mil. grossing store From August 2011 to April 2012 (9 months) Assistant @ An internship, where I got to work with a financial representative of Northwestern Mutual and learn about life insurance policies, annuities and other financial vehicles. From May 2011 to September 2011 (5 months) Student @ Full time student studying Finance and Accounting From August 2007 to May 2011 (3 years 10 months) Bachelors of Arts, Finance @ University of South Florida From 2007 to 2011 Master of Science (M.S.), Finance, General @ University of Tampa Kai Duncan is skilled in: Intermediate MS Office Suite, Strong analytical skills, Microsoft Excel, Microsoft Word, PowerPoint, Event Management, Access, Auditing, Management, Social Networking
Kai Duncan’s Personal Email Address, Business Email, and Phone Number
are curated by ContactOut on this page.Kai Duncan's Work Experience
Raymond James Financial Inc.
Associate Sales Trader
May 2014 to Present
Raymond James Financial Inc.
Portfolio Account Admin I
September 2012 to Present
Tampa/St. Petersburg, Florida Area
PricewaterhouseCoopers
Process Specialist
April 2012 to September 2012
Tampa/St. Petersburg, Florida Area
Tampa Port Authority
Intern
January 2012 to April 2012
Tampa/St. Petersburg, Florida Area
Abercrombie & Fitch
Assistant Manager
August 2011 to April 2012
Northwestern Mutual
Assistant
May 2011 to September 2011
University of South Florida
Student
August 2007 to May 2011
About Kai Duncan's Current Company
Raymond James Financial Inc.Generate sales/commission revenues by providing marketing, trading, and sales support of UITs to Financial Advisors. Generate sales/commission revenues by providing marketing, trading, and sales support of UITs to Financial Advisors.
Frequently Asked Questions about Kai Duncan
What company does Kai Duncan work for?
Kai Duncan works for Raymond James Financial Inc.
What is Kai Duncan's role at Raymond James Financial Inc.?
Kai Duncan is Associate Sales Trader
What is Kai Duncan's personal email address?
Kai Duncan's personal email addresses are not available
What is Kai Duncan's business email address?
Kai Duncan's business email address is k****[email protected]
What is Kai Duncan's Phone Number?
Kai Duncan's phone (305) ***-*300
What industry does Kai Duncan work in?
Kai Duncan works in the Facilities Services industry.
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