Summary
Overview
Work History
Education
Skills
Timeline
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Thomas Dugan

Chicago

Summary

Dynamic financial professional with a friendly demeanor and proven teamwork skills, excelling as Head of Trading at Mitchell Vaught and Taylor. Cultivated strong client relationships at Morgan Stanley, leveraging problem-solving abilities to deliver tailored investment solutions. Committed to fostering trust and loyalty while driving successful financial outcomes.

Overview

15
15
years of professional experience

Work History

Head of Trading

Mitchell Vaught and Taylor
10.2015 - 10.2021
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Financial Advisor

Morgan Stanley
09.2006 - 04.2015
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Education

Psychology/Finance

University of Illinois At Urbana-Champaign
Champaign, IL
05-2004

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving

Timeline

Head of Trading

Mitchell Vaught and Taylor
10.2015 - 10.2021

Financial Advisor

Morgan Stanley
09.2006 - 04.2015

Psychology/Finance

University of Illinois At Urbana-Champaign

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Thomas Dugan