Jean Duffy, AIFA®, CPFA®
Examiner · DISC type csJean Duffy is a Senior Vice President at CAPTRUST, specializing in retirement plan advisory and private wealth services. With a career spanning since 1990, she has a background with Holmes Murphy and Principal Financial Group. A graduate of Iowa State University, she holds multiple professional designations.
Outside of her professional life, Jean is committed to community service. She is actively involved with organizations like Ronald McDonald Charities and Make A Wish. She is also the founder of the CAPTRUST Womens Initiative and enjoys reading, traveling, and spending time with her family.
She was the first person in the state of Iowa to receive the Accredited Investment Fiduciary Analyst (AIFA®) designation.
Read the full overview →How Jean shows up
Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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