
francis duggan
account executive: cre saas consultant, new business development, crm, commercial real estate technician
About
Francis J Duggan is an award winning, results-driven sales expert with diversified experience ... #1 sales professional at Apple amongst 235 employees. ... Expanded sales team to 5 new California territories and the state of Washington in 9...
united states
new york
computer software
crm, budgets, sales, leadership, project management, marketing, financial analysis, management, sales operations, new business development, marketing strategy, start ups, strategic financial planning, training, business planning, management consulting, risk management, strategy, social networking, entrepreneurship, finance, logistics, email marketing, recruiting, social media, facebook, sap, business development, far and dfar, six sigma, supply chain management, business law, day trading, social media strategist, market analysis, financial accounting, sales management, analysis, project planning, investments, public speaking, social media marketing, salesforce.com, customer service, consulting, strategic planning, microsoft office, negotiation, customer relationship management
Experience

account executive: cre saas consultant, new business development, crm, commercial real estate technician
procore technologies
As of July 2019, Honest Buildings is a Procore company. Procore helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communications and documentation. This real time data and accessibility minimizes costly risks and delays—ultimately boosting profits. Using our award-winning suite of project management tools, over a million registered Procore users across the globe manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.

founder + ceo: real estate investor, property manager, business development, sales coordinator
saas enthusiast
★ Real Estate investment group with properties located in Massachusetts, Pennsylvania, California and Florida using private, personal, and hard money lenders. The group focuses on emerging markets, high growth areas, and communities with low vacancy rates. Continuously developing a network of contractors, brokers, property managers, and private money partners.

senior sales + supply chain coordinator north america: operations specialist, crm, financial management
transammonia
* ★ Obtained sales contracts with Fortune 500 companies fulfilling their Sulfuric Acid and national logistic requirements. Key Accounts include DuPont, Chevron, Freeport McMoRan, Dow Chemical, International Paper, Kennecott, Newmont Mining * ► Generated incremental business with existing customers and acquired new accounts identifying their needs and creating demand * ► Managed Transammonia’s only sulfuric acid plant and performed all business functions; capacity 16,000 tons * ► Supervised 135 railcar fleet in repairs, renewals and lease negotiations. Created purchase and sale contracts for company operations * ► Formalized annual budget and ran analyses to determine top profit margin for logistics throughout North America. Forecasted future business opportunities through quantitative analysis

sales intern: financial consultant, cold caller, investment analyst, new business development
merrill lynch
★ Converted 27 out of 125 leads into new customers and helped manage clients portfolios ► Attracted new clients using multi marketing techniques including cold calling, mass mailers, and email campaigns

client services specialist: insurance products representative, analyst, customer retention, crm
putnam investments
★ Placed 3rd in pitch competition versus 40 employees and 3 offices. Ranked above average in call handling rating ► Advised customers regarding products, services and maintenance requests managing over 400 clients weekly. Trained in three new systems in seven months handling both insurance and general mutual fund products

senior sales executive: inside sales, new business development, client relationship management
apple
* ★ Top 5 amongst revenue generators consistently exceeding performance goals * ► Delivered an exceptional customer experience with Fortune 500 companies to sole proprietors * ► Influenced and mentored co-workers acting as a sales role model and an expected standard of the account executive role * ► Provided technology solutions and generated strong customer loyalty, inspiring and educating others about all that Apple has to offer * ► Developed both new and existing business relationships through a balanced sales and service model

financial advisor: money management, door-to-door sales, business development, consultative selling
edward jones
* ★ Licensed Series 7, Series 66 and Life, Accident and Health Insurance Advisor. Produced $21M in assets under care in 1 year * ► Clients generated door-to-door in residential neighborhoods and businesses through effective sales strategy and territory planning * ► Sales performance resulted in construction of the Newton, MA Edward Jones office dedicated to my practice * ★ Fortune, Best Companies to Work For * Top 5 (2014) * 1. Google * 2. SAS * 3. The Boston Consulting Group * 4. Edward Jones * 5. Quicken Loans

senior sales executive: saas channel sales, project manager, business marketer, ad strategist, promo
brewco marketing group
* ★ Create and manage B2B relationships with venues, vendors, and stakeholders at national events including: * Aftershock * Nocturnal Fest * Dinner Lab * Electric Daisy Carnival * MLB Opening Day * NASCAR * Hard Rock Hotel + Casino * San Diego Pride * Good Guys Spring National * Fancy Midsommar Fest: The Hamptons, NY * ► Implemented digital marketing strategy resulting in 160% increase in market exposure over 3 weeks * ► Responsible for coordinating logistics, set up/tear down, inventory management, market research and employee operations for over 20 major events annually * ► Introduce new products to market while consistently outperforming sales goals and building national brand awareness through digital and social means * ► Assist in negotiations and contractual agreements with vendors and venue management * ► Educate employees on various selling techniques to receive more pertinent information moving potential customers from prospects to brand promoters

vice president of sales: saas consultant, business development, crm, senior account executive, sales manager
realscout

sales intern: financial consultant, cold caller, analyst, corporate new business development
oppenheimer & co. inc.
* ★ Competed in an intern-wide stock simulator competition placing 1st out of 10 for largest portfolio return * ► Cold called for Branch Manager to recruit new financial advisor's * ► Shadowed on the New York Stock Exchange through Oppenheimer's discretion * ► Assisted financial advisor's in researching and choosing stocks for client’s portfolios

account executive: cre saas consultant, new business development, crm, commercial real estate technician
honest buildings
Education
college for financial planning
management
Many of the country’s top investment firms were involved in developing the AAMS® program making it uniquely suited to the needs of today’s managed money professionals The course taught a progression of topics in terms of clients’ total financial situations, not just their investments. It increased the ability to identify opportunities and employ enhanced strategies with regard to investments and planning for insurance, tax, retirement, and estate issues Areas of focus: ♦ The Asset Management Process ♦ Investors, Policy & Change ♦ Risk, Return & Investment Performance ♦ Asset Allocation & Selection ♦ Investment Strategies ♦ Taxation of Investment Products ♦ Investment Opportunities for an Individual’s Retirement ♦ Investment Considerations for Small-Business Owners ♦ Deferred Compensation & Other Benefit Plans for Key Executives ♦ Insurance Products for Investment Clients ♦ Estate Planning for Investment Clients ♦ Regulatory & Ethical Issues for the Investment Professional
pasadena city college
television
The Television and Radio Department offers instruction in Television and Radio, with certificate programs in TV Production, TV Operations, TV Post-Production, Radio Production, Broadcast Journalism, and others. The diversified curriculum also offers courses in Script writing, Performance, video editing, audio, and music recording. Students benefit from the department’s internationally recognized student chapter of Society of Motion Picture and Television Engineers which regularly hosts guest speakers from the entertainment industry. The combination of theoretical and practical, hands-on training helps prepare students for entry level industry positions, as well as successful transfer to 4-year institutions. Alumni have transferred to four-year schools such as USC, UCLA, and CSUN while others have gone on to work for NBC, Fox, Paramount, TVG, and KPCC. Areas of Focus: ♦ Writing for Film, Television, and Radio ♦ Scriptwriting
the washington center for internships and academic seminars
entrepreneurial studies
★ Walked door-to-door in Washington, DC looking for an internship. Employed at both Oppenheimer + Co and Merrill Lynch, Private Wealth + Money Management. Activities and Societies: Entrepreneurship Forum, Money Matters Educational Seminar
lowell catholic high school
★ Learned the art of time and money management. Began investing in publicly traded companies with money generated from work during school. Activities and Societies: Football, Basketball, Cross Country, Mock Trial, Theatre Guild
central catholic high school
★ Continued investing in publicly traded companies with money generated from work during school. ★ Developed an eBay business to generate more money in anticipation of college expenses. Activities and Societies: Cross Country, Lacrosse, Model United Nations, Math League, Theatre Guild, Choir
babson college
business administration
★ U.S. News + World Report Best Business Schools, Entrepreneurship Graduate (2012) 1. Babson College 2. Stanford University 3. MIT (Sloan) 4. Harvard University 5. University of Pennsylvania (Wharton) Activities and Societies: ★ Babson College Startup Incubator: Accepted into Babson's Startup Incubator with "The Finance Friend" that later pivoted to become "Coin + Buck."
bridgewater state university
management science
RESEARCH ★ MaryLou’s Coffee Marketing Project: Selected to present findings on methods MaryLou’s Coffee could use to better market products and overall money management. Provided CEO with strategic business plan. March 2007 ★ Developed and presented research project: Financial Literacy of College Students. Investigated Generation Y and their money habits. Findings were presented at National Conference of Undergraduate Research, March 2008. Finding are being set up for publication ★ Participated in an Entrepreneurial Finance work study addressing the following question: Do Formal Business Plans Affect Future Performance of New Ventures in the Early Years of Formation? Results presented at professional conference in Greece. Findings are being set up for publication Activities and Societies: ★ Captain Men’s Lacrosse Team, ★ President American Marketing Association, ★ Active Member Accounting and Finance Club
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