Theresa Duenke in

Theresa Duenke

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Client Service and Operations Associate at Marathon Financial Group, LLC
📍 Glencoe, Missouri, United States

With over 20 years in financial services, Theresa is a client service and operations specialist at Marathon Financial Group. She focuses on ensuring processes run smoothly, solving problems, and creating efficiencies, holding a Chancellors Certificate in SharePoint.

Theresa is passionate about fostering a collaborative and positive work environment where colleagues feel encouraged and supported. She has also participated in charity fitness events, combining a spirit of teamwork with community involvement.

Unique fact: She holds a Chancellors Certificate in SharePoint, highlighting her specialized technical skills.

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Experience
20 Years
Current Role
Client Service and Operations Associate
Location
Glencoe, Missouri, United States
Personality Overview

How Theresa 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 Theresa cares about

Client Services
Her entire career, spanning over two decades, has been dedicated to client service and ensuring clients feel fully supported.
Operational Efficiency
She thrives on solving problems and creating efficiencies to ensure financial and administrative processes run smoothly for her team and clients.
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Career

Work history

12-2024
Client Service and Operations Associate
Marathon Financial Group, LLC
1-2022 - 12-2024
Operations Associate & Transition Specialist
RFG Advisory
3-2020 - 1-2022
Client Service Coordinator
RFG Advisory
3-2017 - 3-2020
Executive Assistant
Rx Sourcing Strategies, LLC
7-2005 - 3-2017
Administrative Assistant
Principal Financial Group
In the press

Media appearances

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Education
Associate’s Degree
St. Louis Community College
High School
Marquette High School
Social presence
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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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