Jonathan Duggan's Location
Washington, DC, US
Jonathan Duggan's Work
- Director of Financial Planning @ Procyon Partners
- Wealth Advisor @ Hemington Wealth Management
- Manager | Client Advisor @ SBSB Financial Advisors
- Senior Associate | Financial Planner @ SBSB Financial Advisors
- Associate | Financial Planning @ SBSB Financial Advisors
- Volunteer Tax Preparer - Advanced Level (VITA) @ Framework Public Affairs
- Financial Counselor - The Aspire Center @ The University of Georgia
Jonathan Duggan's Education
- The University of Georgia
BSFCS (Financial Planning)
2012 - 2017 - American University
MS (Taxation)
2019 - 2021
Jonathan Duggan's Skills
- Leadership
- Communication
- Organization Skills
- Customer Service
- Microsoft Excel
- Sales
- Management
- Self Starter
- Microsoft Word
- Research
Jonathan Duggan's Summary
Jonathan Duggan, based in Washington, DC, US, is currently a Director of Financial Planning at Procyon Partners, bringing experience from previous roles at Hemington Wealth Management and SBSB Financial Advisors. Jonathan Duggan holds a 2012 - 2017 BSFCS in Financial Planning @ The University of Georgia. With a robust skill set that includes Leadership, Communication, Organization Skills, Customer Service, Microsoft Excel and more, Jonathan Duggan contributes valuable insights to the industry. Jonathan Duggan has 1 email on RocketReach.
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