Ken Dugan Email & Phone Number
Managing Director @ Leo Wealth Global
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Ken Dugan Location
- Marlboro Township, NJ, US
Ken Dugan Work
- Managing Director @ (August 2021 - Present)
- Managing Director @ Leo Group LLC (November 2012 - August 2021)
- Managing Director @ FCG Global, LLC (November 2011 - November 2012)
- Senior Financial Counselor @ (January 2009 - July 2011)
- Vice President Financial Counseling @ (January 2003 - December 2008)
- Vice President Financial Counseling @ Asset Management Group (AMG) (January 1995 - January 2002)
- Financial Analyst @ Asset Management Group (AMG) (June 1993 - December 1994)
Ken Dugan Education
- Montclair State University
MBA (Finance)
1994-1997 - Montclair State University
Bachelor's degree (Political Science and Government)
Ken Dugan Skills
- Estate Planning
- Retirement Planning
- Portfolio Management
- Strategic Financial Planning
- Finance
- Series 7
- Asset Allocation
- Financial Advisory
- High Net Worth Individuals
- Financial Services
- Financial Planning
- Wealth Management
- Wealth
- Employee Benefits
- Fixed Annuities
- Management
- Asset Management
- Sales
- Microsoft Office
- Legal Writing
- Commercial Litigation
- High Net Worth
- Strategic Financial
- Strategy
- Corporate Law
Ken Dugan Summary
- Ken Dugan, based in Marlboro Township, NJ, US, is currently a Managing Director at Leo Wealth. Ken Dugan brings experience from previous roles at Leo Group LLC, FCG Global, LLC, Comprehensive Wealth Solutions and Goldman Sachs Ayco Personal Financial Management. Ken Dugan holds a 1994 - 1997 MBA in Finance @ Montclair State University. With a robust skill set that includes Estate Planning, Retirement Planning, Portfolio Management, Strategic Financial Planning, Finance and more. Ken Dugan has 1 emails and 1 mobile phone numbers on RocketReach.
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