Strategic Advisor
Current
Oct 2023 - Present
AeroLeads people directory · profile
Joe Dugan Email & Phone Number
Forward thinking Chief Banking Executive with expertise in Digital, Consumer & Commercial Banking | Strategic Planning I Fintech Partnerships I Channel Management I Product Management I Marketing I Branding
at
Engage fi
1 work email found
@liberty-bank.com
3 phones found area 585
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Forward thinking Chief Banking Executive with expertise in Digital, Consumer & Commercial Banking | Strategic Planning I Fintech Partnerships I Channel Management I Product Management I Marketing I Branding
Location
Rochester, New York Metropolitan Area, United States
Who is Joe Dugan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe Dugan is listed as Forward thinking Chief Banking Executive with expertise in Digital, Consumer & Commercial Banking | Strategic Planning I Fintech Partnerships I Channel Management I Product Management I Marketing I Branding at Engage fi, based in Rochester, New York Metropolitan Area, United States. AeroLeads shows a work email signal at liberty-bank.com, phone signal with area code 585, and a matched LinkedIn profile for Joe Dugan.
Joe Dugan previously worked as Strategic Advisor at Engage Fi and Independent Consultant at Dugan Consulting. Joe Dugan holds Bachelor Of Arts, Economics And English from Bucknell University.
Company email context
Email format at Engage fi
This section adds company-level context without repeating Joe Dugan's masked contact details.
{first_initial}{last}@liberty-bank.com
86% confidence
AeroLeads found 1 current-domain work email signal for Joe Dugan. Compare company email patterns before reaching out.
Profile bio
About Joe Dugan
Joe has spent 30 years in Banking, continuously advocating for the customer and finding new ways to improve the customer experience and the financial well-being of all individuals and businesses in the communities he has served. His innovative approach to branding, marketing and distribution have proven to be successful for the community banks and wealth companies he has led, with many of the brand strategies, brand graphics, digital banking solutions and traditional consumer and commercial banking products he developed continuing to be deployed today at the financial institutions he worked at during his banking career.. Joe has also been an advocate for those who are in need of help; inspired by the lessons he learned from his parents and his Jesuit teachings at McQuaid H.S., where he learned to be "a man for others". His passion to serve those in need motivated Joe to serve as both the local chapter President and regional director for the American Cancer Society, where he spent fourteen years trying to help eradicate cancer and improve the lives of those who are afflicted with the disease. More recently, working in downtown Rochester motivated Joe to want to help improve the lives of those individuals devastated by Rochester's extreme poverty rate, which became the impetus for him to develop the Progress in Action Initiative for Five Star Bank. The grassroots initiative was designed to raise awareness of the poverty issues in the city of Rochester and encourage donations from individuals to fund plans brought forward by neighbors in economically disadvantaged neighborhoods to improve the quality of life in their communities, one block at a time.
Listed skills include Leadership, Management, Banking, Strategic Planning, and 15 others.
Current workplace
Joe Dugan's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Joe Dugan work experience
A career timeline built from the work history available for this profile.
Independent Consultant
Dugan Consulting
Oct 2022 - Dec 2023
Svp, Digital Strategy Officer
Aug 2021 - Jul 2022
Chief Experience And Go To Market Officer
Nov 2018 - Feb 2021
Retail Growth & Profitability Executive
Responsible for managing the customer experience across all distribution channels (branch, banking center, web, mobile) along with marketing, deposit products and brokerage services.
Jul 2016 - Nov 2018
President
Edge is a consultancy firm created to offer community banks and credit unions access to exceptional strategic minds and extraordinary skill sets. Our consultants are former C-Suite executives whose collective wisdom can be harnessed to help community-based FI’s develop strategies that address the complexities of today’s banking paradigm. Edge is designed.
Feb 2016 - Jun 2016
President
Wbi/Obs Financial Llc
Acquired by CNB in November 2011 as a separate subsidiary, Joe coached and mentored OBS Senior Management team, assisting them with sales and business development strategies. OBS offers a turnkey asset management program to Banks and Credit Unions.
Nov 2011 - Jan 2015
President
Canandaigua National Trust Company Of Fl
Established Trust subsidiary of CNB that could offer tax advantages to CNB's trust clients by domiciling their Trusts in Florida. The Company offered trust and estate services, and investments services. Once established, Joe was responsible for the overall management of the Company and for developing a strategy to transfer appropriate existing CNB trust.
Apr 2010 - Jan 2015
President & Ceo
Genesee Valley Trust Company
Acquired by CNB in 2008, Joe was appointed President and CEO in January,2011, and was responsible for the overall management and strategic vision of the Company. Joe successfully positioned GVT as a separate, but complementary investment solution to CNB for clients who preferred to invest with a company that offered strictly investment, trust and 401K.
Jan 2008 - Jan 2015
Executive Vp, Customer Value Management
Designed and implemented sales and service treatments for customers across organization to ensure a value-added experience at any point of contact. Responsibilities included Retail Branches, Trust Investment and 401K Group, Marketing, Public Relations, Product Management and Training departments.
Jan 2001 - Jan 2015
Vice President, Product Manager
Re-engineered PNC's Workplace Banking program by redesigning product and streamlining distribution channel to improve overall ROI
Jan 1995 - Dec 2000
2 education records
Joe Dugan education
Bachelor Of Arts, Economics And English
Bucknell University
Education record
Mcquaid High School
FAQ
Frequently asked questions about Joe Dugan
Quick answers generated from the profile data available on this page.
What company does Joe Dugan work for?
Joe Dugan works for Engage fi.
What is Joe Dugan's role at Engage fi?
Joe Dugan is listed as Forward thinking Chief Banking Executive with expertise in Digital, Consumer & Commercial Banking | Strategic Planning I Fintech Partnerships I Channel Management I Product Management I Marketing I Branding at Engage fi.
What is Joe Dugan's email address?
AeroLeads has found 1 work email signal at @liberty-bank.com for Joe Dugan at Engage fi.
What is Joe Dugan's phone number?
AeroLeads has found 3 phone signal(s) with area code 585 for Joe Dugan at Engage fi.
Where is Joe Dugan based?
Joe Dugan is based in Rochester, New York Metropolitan Area, United States while working with Engage fi.
What companies has Joe Dugan worked for?
Joe Dugan has worked for Engage Fi, Dugan Consulting, Liberty Bank - Ct, Five Star Bank, and Edge Consultancy Llc.
How can I contact Joe Dugan?
You can use AeroLeads to view verified contact signals for Joe Dugan at Engage fi, including work email, phone, and LinkedIn data when available.
What schools did Joe Dugan attend?
Joe Dugan holds Bachelor Of Arts, Economics And English from Bucknell University.
What skills is Joe Dugan known for?
Joe Dugan is listed with skills including Leadership, Management, Banking, Strategic Planning, Financial Services, Marketing, Business Development, and Product Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial