Colin Duncan

Paraplanner at Carlson Capital Management
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Program & DEI Development Strategist
    Minnesota State University, Mankato
    May, 2022
    - Nov, 2024

Experience

  • Carlson Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Oct 2022 - Present

      Serve as the primary preparation and support resource for wealth advisors. Providing an essential link between clients, advisors, and internal collaborators Serve as the primary preparation and support resource for wealth advisors. Providing an essential link between clients, advisors, and internal collaborators

  • Mayo Clinic Rochester
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Standardized patient
      • Jun 2017 - Present

      Work with medical learners to provide a realistic hospital scenario to aid in education. Work with medical learners to provide a realistic hospital scenario to aid in education.

  • Great Harvest Bread Co.
    • United States
    • Food & Beverages
    • 400 - 500 Employee
    • Closing Manager
      • Jul 2018 - Dec 2019

      Ensured the safety of the business and its employees by locking doors, lowering lighting, and checking the surrounding area for suspicious activity at closing time. Assisted customers in completing purchases, locating items, and enrolling in reward programs in order to increase customer loyalty, satisfaction, and sales. Kept orderly and accurate accounting records by monitoring sales documentation. Ensured the safety of the business and its employees by locking doors, lowering lighting, and checking the surrounding area for suspicious activity at closing time. Assisted customers in completing purchases, locating items, and enrolling in reward programs in order to increase customer loyalty, satisfaction, and sales. Kept orderly and accurate accounting records by monitoring sales documentation.

Education

  • Minnesota State University, Mankato
    Bachelor's degree, Finance, Financial planning and Insurance
    2020 - 2022

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