Casey Dugan
About Casey Dugan
Casey Dugan is a Branch Office Administrator and Client Service Associate at UBS in Zurich, Switzerland, where they have worked since 2017. Previously, Dugan held various roles in client service and administration at firms such as Oppenheimer & Co. Inc., Morgan Stanley, and A.G. Edwards & Sons, Inc.
Work at UBS
Casey Dugan has been employed at UBS since 2017, serving as a Branch Office Administrator and Client Service Associate. In this role, Dugan is responsible for managing office operations and providing client support. The position involves coordinating administrative tasks and ensuring a high level of service for clients in Zurich, Switzerland. Dugan's experience in this role contributes to the overall efficiency and effectiveness of the branch.
Previous Experience at Oppenheimer & Co. Inc.
Before joining UBS, Casey Dugan worked at Oppenheimer & Co. Inc. as a Branch Administrator and Executive Recruiter from 2016 to 2017. This role involved overseeing branch operations and facilitating recruitment processes. Dugan's tenure at Oppenheimer & Co. Inc. was based in New York, New York, and lasted for one year.
Career at Morgan Stanley
Casey Dugan spent eight years at Morgan Stanley, where the role of Senior Client Service Associate was held from 2008 to 2016. During this time, Dugan focused on providing exceptional client service and support, contributing to client satisfaction and retention. This position was also based in New York, New York.
Experience at A.G. Edwards & Sons, Inc.
Dugan began their career in the financial services industry at A.G. Edwards & Sons, Inc., working as a Client Service Associate from 2001 to 2008. This seven-year role involved assisting clients with their inquiries and ensuring their needs were met effectively. This foundational experience set the stage for Dugan's subsequent roles in the industry.