Duncan Harless
Equity/Option Trade Operations Specialist at RBC Wealth Management | Greater Minneapolis-St. Paul Area
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Duncan Harless currently serves as an Equity/Option Trade Operations Specialist at RBC Wealth Management, where he leverages his extensive expertise in financial analysis and business analytics to enhance operational efficiency and mitigate trade errors. In this pivotal role, Duncan is responsible for managing millions of dollars in equity and option trade errors, demonstrating his precision and attention to detail. His proactive approach not only safeguards the firm’s financial integrity but also ensures compliance with industry regulations.
One of Duncan's key projects involves advising financial representatives nationwide on complex error solutions and trade adjustments. This requires not only a deep understanding of trading operations but also exceptional communication skills, as he translates intricate financial concepts into actionable insights for stakeholders. His daily responsibilities include the meticulous reconciliation of the firm’s inventory and error accounts, a task that demands a high level of analytical acumen and proficiency in data analysis tools.
Duncan’s commitment to continuous improvement is evident in his provision of ad hoc support to the trading floor, where he collaborates with teams handling equity, over-the-counter (OTC), and options trades. His ability to analyze data trends and forecast potential operational challenges positions him as a valuable asset to RBC Wealth Management. With a strong foundation in finance and a passion for leveraging business intelligence, Duncan is dedicated to driving success and fostering a culture of excellence within the organization. His blend of technical skills, customer service orientation, and leadership capabilities makes him a key player in optimizing trade operations and enhancing overall organizational performance.
Equity/Option Trade Operations Specialist at RBC Wealth Management in August 2019 to Present
Capital Markets Institutional Operations Analyst at Wells Fargo in November 2018 to June 2019
Underwriting Support Specialist at SageSure Insurance Managers in June 2017 to July 2018
Financial Analyst at Invenshure, LLC in May 2015 to August 2015
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Florida State University, Bachelor of Science - BS, July 2026
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Data Analysis
Microsoft Office
Analysis
Customer Service
Research
Public Speaking
Finance
Leadership
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Discover more about RBC Wealth ManagementWhat is Duncan Harless email address?
Email Duncan Harless at [email protected] and [email protected]. This email is the most updated Duncan Harless's email found in 2026.
What is Duncan Harless phone number?
Duncan Harless phone number is 6123061423 and 7635190498.
How to contact Duncan Harless?
To contact Duncan Harless send an email to [email protected] or [email protected]. If you want to call Duncan Harless try calling on 6123061423 and 7635190498. (updated on September 04, 2024)
What company does Duncan Harless work for?
Duncan Harless works for RBC Wealth Management
What is Duncan Harless's role at RBC Wealth Management?
Duncan Harless is Equity/Option Trade Operations Specialist
What industry does Duncan Harless work in?
Duncan Harless works in the Financial Services industry.
Duncan Harless Email Addresses
Duncan Harless Phone Numbers
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