Adam Duncan is a seasoned quality analyst with over ten years of experience in investment and sales. Currently serving as the Vice President of Quality Analytics at Wells Fargo, Adam ensures that FINRA complaints are addressed promptly while upholding quality standards. Previously, Adam held positions at Fidelity Investments and SoFi, where they assisted clients with IPO transactions and investment advice. A graduate of Utah Valley University, Adam earned a Bachelor of Applied Science in Biology and holds several licenses, including Series 7 and Series 66.
Location
Salt Lake City, United States
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