Ken Dugan Email & Phone Number

Managing Director @ Leo Wealth

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Ken Dugan Location

Marlboro Township, NJ, US

Ken Dugan Work

2021 - now Managing Director @ Leo Wealth
2012 - 2021 Managing Director @ Leo Group LLC
2011 - 2012 Managing Director @ FCG Global, LLC

2009 - 2011 Senior Financial Counselor @ Comprehensive Wealth Solutions
2003 - 2008 Vice President Financial Counseling @ Goldman Sachs Commercial Mortgage Capital
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1995 - 2002 Vice President Financial Counseling @ Asset Management Group (AMG)
1993 - 1994 Financial Analyst @ Asset Management Group (AMG)

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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

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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 2 emails and 1 mobile phone numbers on RocketReach.

Ken Dugan Emails

Found 2 emails

Ken Dugan Phone Numbers

Found 2 phone numbers

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