Carol Duschinsky
Senior Client Service Associate
V-Card
Senior Client Service Associate
V-Card
What are two interesting facts about you?
I was a TWA Stewardess, I co-owned a jewelry manufacturing company for 23 years
What is something people in the financial world have to deal with that you want to fix?
I would not say fix, but I would say help. Women feeling confident when dealing in the investment world.
What do you do at Bridge?
I will be assisting the Wealth Manager teams and operations in meeting the vision and goals of our clients, and our company, Bridge Advisors.
What are your credentials/past experience, for working in your position?
My securities related work history includes positions as a Registered Representative with SunAmerica Securities Inc, AIG Financial Advisors LLC, Financial Network Investments Corp, Lincoln Financial Securities, and LPL Financial for a total of 16+ years. In addition, I was employed by Wells Fargo Bank as a Personal Banker and NBC Universal Employees Federal Credit Union. All of these positions involved trained financial knowledge and listening to and interacting with people.
What’s your Archetype?
Consul Personality, ESFJ-A
What do you like about working at Bridge?
The structure, positive attitude, and the desire to contribute that my co-workers display. In addition, there is a feeling of respect for each person’s voice and role.
What’s your background?
I hail from the Hudson River Valley in New York State. I lived in Hyde Park, the home of President Franklin Delano Roosevelt as well as Newburgh – where George Washington’s Headquarters are. In my careers I have lived in many states in the USA which gave me the opportunity to experience different viewpoints and appreciate the cultures of the United States. I have served as an instructor for Junior Achievement, participated in fund raising for STOP CANCER, and Juvenile Diabetes as well as other community efforts in my life experiences.
As a co-owner of a jewelry manufacturing company, that employed 53 people I can relate to the cycles that business owners go through. Because we dealt with raw materials, I had the chance to travel to different parts of the world, where gems were mined or craftsman operated. Travelling the world gave me the opportunity to view global industries first-hand and to observe and participate in different business philosophies. My work history also includes working for a direct mail marketing firm, Fingerhut Corporation as a marketing analyst for product placement. My varied business background continues to aid me in resolving and understanding many of our client goals, dreams and needs.
What are the Bridge Advisory Core Values that drive you?
Integrity. Joy in work.
Your top three favorite Podcasts/Books?
The Fountainhead by Ayn Rand, Gone With The Wind by Margaret Mitchell – Any Agatha Christie Mystery
What do you enjoy doing when you are not working?
I love reading, gardening, athletics. It works my mind, body and spirit.
I love anytime doing anything when it is shared with family and friends. I share my full life with my husband, Armand in Tarzana, California.