Joe Dugan

Joe Dugan Email and 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 @ Engage fi
Joe Dugan's Location
Rochester, New York Metropolitan Area, United States, United States
Joe Dugan's Contact Details

Joe Dugan personal email

n/a
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.

Joe Dugan's Current Company Details
Engage fi

Engage Fi

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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
Joe Dugan Work Experience Details
  • Engage Fi
    Strategic Advisor
    Engage Fi Oct 2023 - Present
    Tampa, Florida, Us
  • Dugan Consulting
    Independent Consultant
    Dugan Consulting Oct 2022 - Dec 2023
  • Liberty Bank - Ct
    Svp, Digital Strategy Officer
    Liberty Bank - Ct Aug 2021 - Jul 2022
    Middletown, Connecticut, Us
  • Five Star Bank
    Chief Experience And Go To Market Officer
    Five Star Bank Nov 2018 - Feb 2021
    Warsaw, Ny, Us
  • Five Star Bank
    Retail Growth & Profitability Executive
    Five Star Bank Jul 2016 - Nov 2018
    Warsaw, Ny, Us
    Responsible for managing the customer experience across all distribution channels (branch, banking center, web, mobile) along with marketing, deposit products and brokerage services.
  • Edge Consultancy Llc
    President
    Edge Consultancy Llc Feb 2016 - Jun 2016
    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 to source former C-level executives and veterans from the community bank and credit union sectors, and affordably match their specific skill sets with the various consulting needs of the individual bank or credit union. Contact us at contact@edgeconsultancyllc.com or 401-426-3343
  • Wbi/Obs Financial Llc
    President
    Wbi/Obs Financial Llc Nov 2011 - Jan 2015
    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.
  • Canandaigua National Trust Company Of Fl
    President
    Canandaigua National Trust Company Of Fl Apr 2010 - Jan 2015
    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 clients to Florida, as well as developing a strategy to acquire Florida residents that were not associated with CNB. Joe also redesigned and developed a suite of directed and delegated trust products specifically designed to target Florida investment advisors who needed a trust solution for their clients. Appointed President and Director in 2013.
  • Genesee Valley Trust Company
    President & Ceo
    Genesee Valley Trust Company Jan 2008 - Jan 2015
    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 solutions rather than investing with a full service bank. Joe also created the Investment Advisory Group to enhance GVT's investment selection process and ensure GVT was taking a macro view of the investment landscape by assembling a small group of the area's thought leaders in business, economics and finance. After several years of declining assets, the Company's book value of assets increased from @$425MM in 2010 to close to $550MM by the end of 2014.
  • Canandaigua National Bank
    Executive Vp, Customer Value Management
    Canandaigua National Bank Jan 2001 - Jan 2015
    Canandaigua, Ny, Us
    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.
  • Pnc Bank
    Vice President, Product Manager
    Pnc Bank Jan 1995 - Dec 2000
    Pittsburgh, Pennsylvania, Us
    Re-engineered PNC's Workplace Banking program by redesigning product and streamlining distribution channel to improve overall ROI

Joe Dugan Skills

Leadership Management Banking Strategic Planning Financial Services Marketing Business Development Product Management Sales Financial Analysis Crm Investments Public Relations Strategy Commercial Banking Coaching Training Finance Customer Relationship Management

Joe Dugan Education Details

  • Bucknell University
    Bucknell University
    Economics And English
  • Mcquaid High School
    Mcquaid High School

Frequently Asked Questions about Joe Dugan

What company does Joe Dugan work for?

Joe Dugan works for Engage Fi

What is Joe Dugan's role at the current company?

Joe Dugan's current role is 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.

What is Joe Dugan's email address?

Joe Dugan's email address is jd****@****ank.com

What is Joe Dugan's direct phone number?

Joe Dugan's direct phone number is 585-453*****

What schools did Joe Dugan attend?

Joe Dugan attended Bucknell University, Mcquaid High School.

What are some of Joe Dugan's interests?

Joe Dugan has interest in Politics, Children, Health.

What skills is Joe Dugan known for?

Joe Dugan has skills like Leadership, Management, Banking, Strategic Planning, Financial Services, Marketing, Business Development, Product Management, Sales, Financial Analysis, Crm, Investments.

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