Duncan Lee
First County Advisors
- Role
- First County Advisors at First County Bank
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Duncan Lee
With 25+ years in the financial services industry, I’ve achieved success in retail sales and management, business banking, private banking, and trust and wealth management. I have a proven track record of building and managing relationships, leading teams to higher productivity and revenue levels and collaborating with strategic partners to maximize results
Experience
First County Advisors
Mar 2022 — Present · Stamford, CT, US
At First County Advisors, we offer a complete array of fiduciary services to uphold the best interests of individuals, families and nonprofit organizations. The Bank may serve as investment manager or advisor, executor or trustee, or as co-executor and co-trustee with a family member or other party.Includes Investment Management and IRA rollover accounts for individuals, Foundations and Endowments for nonprofit organizations.As a mutual community bank, First County Advisors does not sell or own proprietary mutual funds. All investments are selected to optimize the performance of our clients’ portfolios aligned with stated goals.
Education
Connecticut School of Finance and Management
Banking and Financial
2017 — 2019
Quinnipiac University
BS, Marketing
Skills
- Cash Management
- Credit Analysis
- Retail
- Relationship Management
- Small Business
- Financial Analysis
- Retail Banking
- Management
- Small Business Lending
- Consumer Lending
- Private Banking
- Sales
- Commercial Banking
- Marketing
- Selling
- Loans
- Branch Banking
- Mortgage Lending
- Branch Management
- Finance
- Commercial Lending
- Banking
- Risk Management
- Cross Selling
- Financial Services
- Credit
- Customer Service
- New Business Development
- Loan Origination
- Investments
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