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Dugan is an experienced financial planner that has ascended to the role of VP at one of the largest investment firms in the world. I had the opportunity to work with Dugan several years ago and found him to be a valuable partner.
The only thing that was disappointing about working with Dugan was that he didn't seem very persistent and his follow-up was mediocre. Other than that nothing but positive things to say about Dugan.
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