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Michael J. Dugan, CPA, CFA, CGMA

Fractional CFO/CAO/COO specializing in growth strategies, planning, and financial reporting

Michael J. Dugan, CPA, CFA, CGMA is a retired financial professional with extensive experience in senior leadership roles within the financial services industry.1 His LinkedIn profile provides the following key information:

Professional Background

Michael J. Dugan is based in Oradell, New Jersey, United States.1 He has held several high-level positions throughout his career, including:

  • Chief Financial Officer at DriveWealth (May 2012 - Present)1
  • C-Level Consultant to CEO at TAB Networks (September 2011 - May 2012)1
  • Chief Administrative Officer at FX Solutions (2008 - 2011)1
  • Chief Administrative Officer/CFO at Prudential family of companies (2004 - 2008)1
  • Managing Director, Finance & Administration at Prudential family of companies (1999 - 2003)1

Expertise

Dugan's areas of expertise include:

  • Fractional CFO / CAO / COO roles
  • Growth strategies
  • Financial planning
  • Financial reporting

Education and Certifications

  • Education: BS with a dual major in Accounting and Finance from Lehigh University1
  • Certifications:
    • Certified Public Accountant (CPA)
    • Chartered Financial Analyst (CFA)
    • Chartered Global Management Accountant (CGMA)

Financial Industry Licenses

Dugan holds several FINRA Broker-Dealer Licenses, including:

  • Series 24, 27, 55, 7, and 631

He also holds FINRA Commodity Licenses:

  • Series 3 and 341

While his LinkedIn profile lists him as "Retired," it's worth noting that his most recent position as Chief Financial Officer at DriveWealth is listed as "Present," which may indicate he's still active in some capacity or that the information hasn't been updated recently.1

Highlights

Mar 28 · Yahoo Finance
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk - Yahoo Finance
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Eme
Feb 15 · PR Newswire
FusionIQ, DriveWealth To Form Digital Investing Platform Alliance At ... - PR Newswire

Related Questions

What are some of the key achievements of Michael J. Dugan in his career?
How did Michael J. Dugan contribute to DriveWealth's growth?
What specific strategies did Michael J. Dugan implement at Prudential?
Can you provide more details about Michael J. Dugan's role at TAB Networks?
What makes Michael J. Dugan's approach to financial planning unique?
Michael J. Dugan, CPA, CFA, CGMA
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Experience

Chief Financial Officer at DriveWealth (May 2012 - Present)
C-Level Consultant to CEO at TAB Networks (September 2011 - May 2012), Chief Administrative Officer at FX Solutions (2008 - 2011), Chief Administrative Officer/CFO at Prudential family of companies (2004 - 2008)

Education

BS in Dual Major: Accounting and Finance from Lehigh University

Location

Oradell, New Jersey, United States