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Shaan Duggal, CFA, currently serves as the Director of Investment Product Strategy at Wealth Enhancement since February 2024. Prior to this role, Shaan held various positions including Senior Product Manager at AssetMark from September 2019 to February 2024, Product Manager at TD Ameritrade from June 2018 to September 2019, and Product Strategy Analyst at State Street from January 2016 to June 2018. Shaan began a career in the financial services industry as a Research Analyst at Cerulli Associates from December 2013 to January 2016 and also worked as an Associate Retirement Specialist at Commonwealth Financial Network between August 2011 and December 2013. Academic qualifications include a BA in Economics from Boston University, attained from 2007 to 2011, and attendance at Belmont Hill School from 2003 to 2007.