Ian Duni has over 15 years of experience in the financial services and real estate industries. Ian’s approach is one of client focus and collaboration. He has earned his clients’ trust by working closely with them to develop financial and management plans to successfully achieve their goals.
Ian graduated from Cal Poly State University, San Luis Obispo in 1998. Between 1998 and 2005 he worked with a well-known national bank and investment institution focusing on investments, insurance and lending. He worked directly with a broad client base, including public institutions, to establish and promote both individual and group financial plans. Ian specialized in asset allocation analysis, cash flow planning and investment strategy. Additionally, he operated a successful mortgage company, leading sales teams and mortgage service professionals in expanding customer relationships, achieving sales and exceeding customer service expectations.
In early 2005, Ian co-founded Westward Property Management in Chicago. Today, the company has offices in two cities, offering condominium management services to thousands of individual residents. Ian is responsible for overseeing sales and operations initiatives throughout key markets, including Illinois and Colorado. He is charged with growing the company’s management and salesforce and equipping it with the tools necessary to develop management plans to meet associations’ short and long term goals.