Peter Dugan
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Peter Dugan Email & Phone Number

Senior Client Service Manager at eMoney Advisor
Location: Providence, Rhode Island, United States 9 work roles 1 school
1 work email found @emoneyadvisor.com 5 phones found area 401 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email p****@emoneyadvisor.com
Direct phone (401) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
eMoney Advisor
Role
Senior Client Service Manager
Location
Providence, Rhode Island, United States
Company size
662 employees

Who is Peter Dugan? Overview

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Quick answer

Peter Dugan is listed as Senior Client Service Manager at eMoney Advisor, a company with 662 employees, based in Providence, Rhode Island, United States. AeroLeads shows a work email signal at emoneyadvisor.com, phone signal with area code 401, and a matched LinkedIn profile for Peter Dugan.

Peter Dugan previously worked as Client Service Manager at Emoney Advisor and Performance Measurement Analyst at Emoney Advisor. Peter Dugan holds Bachelor Of Science, Carroll School Of Management - Marketing from Boston College.

Company email context

Email format at eMoney Advisor

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*@emoneyadvisor.com
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AeroLeads found 1 current-domain work email signal for Peter Dugan. Compare company email patterns before reaching out.

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Profile bio

About Peter Dugan

I am a dedicated Financial Analyst professional with a remarkable 20-year track-record of improving budgets, identifying opportunities and increasing profitability. Exceptional leader and advisor to business leadership and management with outstanding analytical, communication, presentation skills, and cross-functional team management.Respected for providing detailed, timely, and highly effective analysis, research, and recommendations.Establishes clear, open lines of communication and a strong presentation ability with directors and management.Accustomed to working effectively in a deadline-driven competitive, challenging, and fast-paced environment; proven strategic planning, financial modeling and project management experience.CRITICAL EXPERTISE:Strategic PlanningFinancial ServicesRelationship ManagementProject ManagementTrend Analysis/ManagementRisk ManagementBusiness Process ImprovementTrainingCritical Decision-MakingTime ManagementTeam LeadershipProblem ResolutionTECHNICAL SKILLS:Microsoft Office - Word/Excel/OutlookSalesforceHueJiraBusiness ObjectsPERSONAL INTERESTS:Running - competed in several half marathons. Always aiming for my next PR! Personal Investing/FinanceAutomotive Industry - Avid reader of Motor Trend Magazine since I was 12 years old. City Planning/Development

Listed skills include Financial Services, Mutual Funds, Leadership, Fund Administration, and 18 others.

Current workplace

Peter Dugan's current company

Company context helps verify the profile and gives searchers a useful next step.

eMoney Advisor
Emoney Advisor
Senior Client Service Manager
radnor, pennsylvania, united states
Website
emoneyadvisor.com
Employees
662
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Company profile
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9 roles

Peter Dugan work experience

A career timeline built from the work history available for this profile.

Senior Client Service Manager

Current
Emoney Advisor

Providence, Rhode Island, United States

Jun 2024 - Present

Client Service Manager

Emoney Advisor

Providence, RI, United States

  • Primary point of contact for all assigned key clients and stakeholders
  • Build and maintain strong relationships with clients, understand client’s business and system needs, and ensure proper alignment of expectations and deliverables
  • Act as the liaison between internal and external business units to provide client with appropriate business solutions, guidance, and support
  • Deep understanding of technical trouble-shooting skills
  • Ability to learn and use eMoney technical tools to troubleshoot and solve issues
  • Deep understanding of the system with the ability to resolve complex issues
Feb 2021 - May 2024

Performance Measurement Analyst

Emoney Advisor

Providence, Rhode Island, United States

Analyzed and validated daily Performance Measurement returns through outlier analysis which included Fidelity Institutional (FI) and Personal Investing (PI) areas.Proposed solutions to improve process and service, analyzed trends, gathered information, and presented to multiple teams at Fidelity.Tracked investment market trends, news, and outliers to stay.

Oct 2017 - Mar 2020

Compliance Analyst

Boston Financial Data Services

Quincy, MA

Mitigated fraud by making risk-based decisions on the daily review of internal fraud reports.Performed analysis and research on potentially fraudulent activity.Coordinated with multiple departments in order to provide a complete analysis of fraudulent activity.Evaluated X-17F1A items completed by Operations groups for Lost/Stolen Certificates and.

Dec 2015 - Sep 2017

Client Liaison - Relationship Management

Boston Financial Data Services

In this client-facing role, I supported processing projects driven by multiple clients and internal initiatives.Resolved telephone and written inquiries regarding various activities, operational policies and procedures.Key participant on numerous team projects, which included escheatment, fund mergers, and fund liquidations.

Jun 2012 - Dec 2015

Senior Operations Specialist

Boston Financial Data Services

Quincy, MA

Researched, processed, and resolved complex mutual fund transactions.Accustomed to handling sensitive, confidential records. Controlled hundreds of daily incoming wires, many of which cross the multi-million dollar threshold.

Mar 2007 - Jun 2012
Team & coworkers

Colleagues at eMoney Advisor

Other employees you can reach at emoneyadvisor.com. View company contacts for 662 employees →

BH Brian Hughes Brian Hughes Colleague at Emoney Advisor Greater Philadelphia, United States View → KH Kathy Hieng Kathy Hieng Colleague at Emoney Advisor San Diego, California, United States, United States View → JS Jordan Schweiger Jordan Schweiger Colleague at Emoney Advisor Greater Philadelphia, United States View → BD Braden Dial Braden Dial Colleague at Emoney Advisor Bountiful, Utah, United States, United States View → SS Stacey Sewell Stacey Sewell Colleague at Emoney Advisor Lake In The Hills, Illinois, United States, United States View → CP Chad Porche Chad Porche Colleague at Emoney Advisor Greater Philadelphia, United States View → BT Brett Tharp, Cfp® Brett Tharp, Cfp® Colleague at Emoney Advisor Greater Philadelphia, United States View → JC James Chakey James Chakey Colleague at Emoney Advisor Carson City, Nevada, United States, United States View → BB Bernard Belanger Bernard Belanger Colleague at Emoney Advisor Pawtucket, Rhode Island, United States, United States View → SG Shawn Gallen Shawn Gallen Colleague at Emoney Advisor Kennett Square, Pennsylvania, United States, United States View →
1 education record

Peter Dugan education

  • Boston College
    Boston College
    Carroll School Of Management - Marketing
FAQ

Frequently asked questions about Peter Dugan

Quick answers generated from the profile data available on this page.

What company does Peter Dugan work for?

Peter Dugan works for eMoney Advisor.

What is Peter Dugan's role at eMoney Advisor?

Peter Dugan is listed as Senior Client Service Manager at eMoney Advisor.

What is Peter Dugan's email address?

AeroLeads has found 1 work email signal at @emoneyadvisor.com for Peter Dugan at eMoney Advisor.

What is Peter Dugan's phone number?

AeroLeads has found 5 phone signal(s) with area code 401 for Peter Dugan at eMoney Advisor.

Where is Peter Dugan based?

Peter Dugan is based in Providence, Rhode Island, United States while working with eMoney Advisor.

What companies has Peter Dugan worked for?

Peter Dugan has worked for Emoney Advisor and Boston Financial Data Services.

Who are Peter Dugan's colleagues at eMoney Advisor?

Peter Dugan's colleagues at eMoney Advisor include Brian Hughes, Kathy Hieng, Jordan Schweiger, Braden Dial, and Stacey Sewell.

How can I contact Peter Dugan?

You can use AeroLeads to view verified contact signals for Peter Dugan at eMoney Advisor, including work email, phone, and LinkedIn data when available.

What schools did Peter Dugan attend?

Peter Dugan holds Bachelor Of Science, Carroll School Of Management - Marketing from Boston College.

What skills is Peter Dugan known for?

Peter Dugan is listed with skills including Financial Services, Mutual Funds, Leadership, Fund Administration, Financial Analysis, Back Office, Microsoft Office, and Customer Service.

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