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Beth Duggan profile image

Beth Duggan

Senior Client Specialist at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Baird</span>
Intro Book
Experienced banking professional with financial analysis and accounting expertise.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Microsoft Office
  • Microsoft Excel
  • Customer Service
  • Sales
  • Powerpoint
  • Show all
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Bio

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Topline AI
Beth Duggan is a seasoned banking professional with experience in customer service, sales, financial analysis, and accounting. She has worked as a Senior Client Specialist at Baird and a Client Associate at Merrill Lynch, and previously held roles at Northwestern Mutual. Beth holds a Bachelor’s degree in Finance, General and Business from Mt. Mercy University and various financial certifications from FINRA.

Credentials

  • Series 10
    FINRA
  • Series 26
    FINRA
  • Series 6
    FINRA
  • Series 63
    FINRA
  • Series 66
    FINRA
  • Series 7
    FINRA
  • Series 9
    FINRA

Experience

  • Baird
    • Senior Client Specialist
  • Baird
    • Cedar Rapids, Iowa, United States
    • Senior Client Specialist
      • Feb 2023 - Present
      • Cedar Rapids, Iowa, United States
  • Merrill Lynch
    • Client Associate
      • Mar 2020 - Feb 2023
  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Director of Network Office Supervision
      • Jun 2016 - Nov 2018

    • Director of Client Relations
      • May 2014 - Jun 2016

    • Executive Assistant/Office Manager
      • Aug 2013 - May 2014

    • Financial Representative
      • Feb 2013 - Jul 2013

Education

  • 2011 - 2013
    Mt. Mercy University
  • Kirkwood Community College

Suggested Services

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Industry Focus. “Financial Services”

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