Christopher Duke

Associate Advisor at AIS Planning
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Location
St Cloud, Minnesota, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • May 2020 - Present

    • Client Service Associate
      • Dec 2019 - May 2020

      I provide day to day client activity management and support to the managing directors to deliver personalized service.AIS Planning works with motivated individuals/couples that value an unbiased independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well-being.

    • Canada
    • Events Services
    • Kitchen Staff/Deliverer
      • May 2014 - Aug 2015

      As a member of Cuisine Team I was tasked with a myriad of responsibilities. In the kitchen I prepared food, cooked dishes, and packaged meals. As a member of Cuisine Team I was tasked with a myriad of responsibilities. In the kitchen I prepared food, cooked dishes, and packaged meals.

Education

  • Virginia Polytechnic Institute and State University
    Applied Economic Management, Financial Planning and Services
    2013 - 2017

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