MD

Monica Dugan

Head of Central Relationship Managers, East

Monica Dugan is currently the Head of Central Relationship Managers at Fidelity Wealth Management, where they lead a team dedicated to delivering exceptional client experiences. With over 15 years of experience in the financial services industry, Monica joined Fidelity in 2014, driven by the company's mission to improve clients' financial outcomes. Prior to their role at Fidelity, Monica held various managerial positions at TD Ameritrade and Ameriprise Financial Services, showcasing a strong background in leadership and client service. They earned a Bachelor's degree in Hospitality Administration/Management from Cornell University.

Location

Natick, United States

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