Michael Duggan Email and Phone Number
Michael Duggan work email
- Valid
- Valid
Michael Duggan personal email
Michael Duggan phone numbers
FocusAs a Financial Advisor, I am dedicated to provide a comprehensive investment experience to assist my client’s plan for their financial needs. Whether your goals are saving for your loved one’s education, looking to preserve your wealth or retirement planning, I can work with you to help you achieve your goals.Background and experienceI have worked in the financial services industry for 26 years. My previous experience has been working as a broker with institutional clients and trading the global markets for a hedge fund, including living in Hong Kong and Singapore. Spending 5 of those years, learning the Asian cultures, has given me a great appreciation for the diversity of cultures here and abroad. Today, my transition to wealth management guides individuals to reach their personal financial goals. My goal is to share my experiences and knowledge, one client at a time.Community EngagementAway from the office, I enjoy tennis, golf and traveling with my wife and 3 children. We live in Davidson, NC and enjoy the healthy living environment and the engaging community around us. As a member of the Kiwanis Club of Lake Norman, we serve the community needs with my fellow members, supporting schools and building homes for Habitat for Humanity. I have always had a passion for meeting new people as well as providing a positive influence with those around me. Whether you are seeking tax-deferred growth for your investment portfolio or retirement planning, I can help you navigate your overall investment objectives. Securities and investment advisory services offered through &Partners, LLC, a Broker-Dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPCThird party posts on this profile do not reflect the views of &Partners, its Associated Persons or Affiliates, and have not been reviewed by &Partners as to the accuracy or completeness.The material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact Davidson Wealth Management &Partners.The testimonials/recommendations used may not be representative of the experience of other clients and are not indicative of future performance or success. Third Party posts are monitored for inappropriate language. Post using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. CA Insurance License #4278662
Davidson Wealth Management
View- Website:
- davidsonwm.com
- Employees:
- 14
-
Managing DirectorDavidson Wealth ManagementUnited States
-
Managing DirectorDavidson Wealth Management &Partners Oct 2024 - Present
-
Vice President - Investments - Davidson Wealth Management Of Wells Fargo AdvisorsWells Fargo Advisors Jun 2019 - Oct 2024Davidson, North Carolina, United StatesAt Davidson Wealth Management, we help build, manage, preserve, and transition wealth for a select group of clients - individual, families, business owners, and institutions. We do so by using a comprehensive approach focusing on the four cornerstones of wealth; Investment Management, Liability Management: Risk Management (through insurance and other asset protection strategies); and through our Wells Fargo affiliates, clients have access to lending and Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.Our process begins by listening to our clients. We listen and we learn. We listen to understand our clients' current situation; their past experiences; and the goals and objectives for their future. We then use this information to study, test, analyze, and model strategies to help them achieve their financial goals. We explain those strategies and our recommendations in plan, simple English - no technical jargon. Then, with our client's approval, we implement their plan in an independent, objective, unbiased, and cost-effective manner. We review and evaluate the progress of our clients' plans and make adjustments as material changes occur in the markets and, of course, as changes occur in the lives of our clients and their families. At Davidson Wealth Management, we are a team of 16 wealth management professionals with over 200 years of combined experience in the financial services industry. We have advanced degrees and advanced industry designations. We are part of Wells Fargo Advisors one of the most respected firms in the financial world. Our association allows us access to a broad array of professionals, products and services. -
Managing DirectorIndus Capital Partners Aug 2001 - Jun 2017Greater New York City Area- Over the past 16 years, the advent of the digital age allowed for scalability in trading. I assisted our IT department with implementation of the algorithmic trading across Asia, increasing our volumes and generating alpha performance while reducing transaction costs by 50%.- Daily dialogue with the COO, and other stakeholders, on portfolio strategy and ways to improve our technology use. - Developed the onboarding process for over 100 brokers, using a checklist with the Legal and Compliance, Risk, Operations, and Fund Accounting departments.- Consistently promoted a positive workplace with a team approach and regular cross-training of the trader’s roles by rotating schedules and responsibilities.- Annually evaluated long-term goals of the staff with incentives for their promotion goals and assessed their bonuses- Set up a portfolio system on Bloomberg to monitor and track all the “Best Ideas” from the analyst for the entire firm to track their performance.- Introduced new tools available from Bloomberg’s platform to centralize the best ideas from our analysts. I worked with our IT team to improve the use of our OMS trading platform tools.- Order Management System (OMS) – Implemented the use of Eze Castle software by improving the functionality and ongoing upgrades. One example of this was adding US$ conversation to the platform, allowing for a quicker processing of trades and minimizing errors. This greatly reduced errors and improved speed.- Start-up hedge fund: As the 12th employee hired my mandate was to get the maximum service from our position and reputation in Asia by building relationships with many senior executives through trust, knowledge and prior experience. My extensive trips to Japan and Asia helped to continue old and new senior executive relationships. This opened the door to rare block trading opportunities. This increased our activity in IPOs by 33%. -
Managing DirectorIndus Capital Partners 2001 - 2017Greater New York City Area
-
Sales/TraderJ.P. Morgan Aug 1997 - Aug 2001Singapore- Recommended and sold financial products including stocks and hedging tools to Institutional clients as well as provided the upsell opportunities by offering the firms’ balance sheet for liquidity.- Worked with our Institutional clients to determine best trading strategies, risk tolerance and other information needed to develop their financial objectives.- Trained new team members on applying due diligence procedures and regulatory mandates.- Increased revenue by crossing stock off-market, capturing both sides of the trade commissions. -
Operations/TradingBear Stearns & Co. Jan 1994 - Aug 1997Hong Kong- Analyzed and troubleshoot financial reports for settlements of equity trades, convertibles, and movement of all collateral.- Improved communication with internal trading desks, our brokers and overseas offices, by working in both NY and Hong Kong.- Managed high volumes of financial activity in a fast-paced, risk-based corporate environment while providing liquidity in an illiquid marketplace.
Michael Duggan Education Details
-
Economics -
Spanish, Study Abroad Program In Madrid, Spain.
Frequently Asked Questions about Michael Duggan
What company does Michael Duggan work for?
Michael Duggan works for Davidson Wealth Management
What is Michael Duggan's role at the current company?
Michael Duggan's current role is Managing Director.
What is Michael Duggan's email address?
Michael Duggan's email address is md****@****cap.com
What is Michael Duggan's direct phone number?
Michael Duggan's direct phone number is (203)-316*****
What schools did Michael Duggan attend?
Michael Duggan attended University Of Delaware, Syracuse University.
Not the Michael Duggan you were looking for?
-
Michael Duggan
San Francisco, Ca2aol.com, alltel.net1 +141593XXXXX
-
Michael Duggan
Lexington, Ma -
Michael Duggan
President Permanent & Interim Hospital Leadership Recruitment & Host Of Beyond The BedsideAurora, Co6mricolorado.com, thehealthcareinitiative.com, gmail.com, att.net, peakrecruiter.com, thehealthcareinitiative.com2 +130379XXXXX
-
Michael Duggan
Denver, Co2lotlinx.com, 160over90.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial