Duncan Alderdice currently serves as an Account Executive at Planswell, where responsibilities include supporting financial and insurance professionals in expanding their client base by connecting them with households seeking assistance in achieving financial goals. Previously, Duncan held the position of Junior Account Executive at Planswell, facilitating meetings between financial advisors, planners, and insurance professionals. Prior experience includes roles as Franchise Sales Specialist and Account Manager at GoliathTech Corporation, Tele-Fundraiser at iMarketing Solutions Group, and Online Learning Technology Consultant at Bishop's University. Duncan holds a Bachelor of Science degree in Neuroscience from Bishop's University, obtained between 2016 and 2021.
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