Cynthia Duncan
About Cynthia Duncan
Cynthia Duncan is a Senior Financial Advisor with extensive experience in banking and finance, including roles at Citibank and Charles Schwab.
Cynthia Duncan Senior Financial Advisor
Cynthia Duncan holds the position of Senior Financial Advisor. With extensive experience in financial management and advisory roles, she leverages her knowledge to provide clients with effective financial solutions. Her career trajectory showcases a strong foundation in accounting and a robust understanding of financial markets and trends.
Cynthia Duncan Education and Expertise
Cynthia Duncan earned a Bachelor of Science in Accounting from Santa Clara University. This educational background laid the groundwork for her expertise in financial advisory and management. Her academic training in accounting ensures she has the foundational knowledge necessary to excel in her roles within the financial sector.
Cynthia Duncan Professional Background
Cynthia Duncan began her career with The Portola Group in Menlo Park, marking the start of her journey in the financial industry. She has held significant positions such as Branch Manager at Citibank and Vice President & Branch Manager at Charles Schwab. These roles have equipped her with a broad range of skills and experiences that contribute to her proficiency as a financial advisor.
Cynthia Duncan Personal Life
Cynthia Duncan resides in San Jose with her husband, Matthew, and their three children. Balancing her professional responsibilities with her personal life highlights her ability to manage and maintain various commitments effectively.
Cynthia Duncan Philanthropy Committee Summitry
Cynthia Duncan has been an active member of Summitry's Philanthropy Committee since its inception. Her involvement in philanthropic activities demonstrates her commitment to giving back to the community and supporting charitable initiatives.