Duncan Ploetz
About Duncan Ploetz
Duncan Ploetz is an Account Manager at Insight Global, having previously worked as a Relationship Manager II at TD Ameritrade. He holds a Bachelor's degree in Finance from the University of Mississippi and has experience in client relations and recruitment.
Work at Insight Global
Duncan Ploetz currently serves as an Account Manager at Insight Global, a position he has held since 2023. He works in Dallas, Texas, where he is responsible for managing client accounts and ensuring customer satisfaction. Prior to this role, he worked as a Recruiter at Insight Global from 2022 to 2023, gaining valuable experience in client relations and recruitment strategies.
Education and Expertise
Duncan Ploetz graduated from the University of Mississippi Business School, also known as Ole Miss, where he earned a Bachelor's degree in Finance and Financial Management Services from 2014 to 2018. His academic background provides a strong foundation for his career in account management and financial services.
Professional Background
Before joining Insight Global, Duncan worked at TD Ameritrade as a Relationship Manager II from 2018 to 2022. In this role, he assisted retail clients in navigating their personal accounts. He also gained experience in the hospitality industry, having worked at JW Marriott as a Dining Room Attendant and Barback from 2011 to 2014. Additionally, he briefly worked as an Account Specialist at 7-Eleven in 2018.
Licenses and Certifications
While at TD Ameritrade, Duncan Ploetz earned several important licenses, including the Series 7, Series 63, and SIE licenses. These certifications demonstrate his knowledge and compliance in the financial services industry, enhancing his ability to serve clients effectively.