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Heather Duke

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Family Office Consultant at Heather Duke
📍 Palo Alto, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
18 Years
Current Role
Family Office Consultant
Job Level
Mid-senior
Location
Palo Alto, California, United States
Personality Overview

How Heather shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Heather cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2011
Family Office Consultant
Heather Duke
7-2011 - 7-2014
Financial Advisor - Jackson Group
Morgan Stanley Wealth Management
1-2009 - 6-2011
Senior Tax Associate, CPA
PricewaterhouseCoopers LLP
6-2006 - 12-2008
Tax Associate, CPA
PricewaterhouseCoopers LLP
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2006
MAcc
Brigham Young University
2001 - 2005
BS
Brigham Young University
Education details unavailable
Arcadia High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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