LinkedInFrancis J Duggan

Francis J Duggan

Francis J Duggan | Sales Manager | Consultant | Sr. Account Executive | Money Expert | Entertainer | Author | Investor

Location
Greater Los Angeles Area
Industry
Internet
Current
  1. Stealth Mode Startup
Previous
  1. ۩ RealScout,
  2.  Apple,
  3. Transammonia
Education
  1. Babson College - Franklin W. Olin Graduate School of Business
Recommendations24 people have recommended Francis J
Websites
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500+connections
Stealth Mode Startup

Stealth Mode Startup

Founder & CEO

– Present

View full profile

Background

Summary

Francis J Duggan is an award winning, results driven sales and money expert with diversified experience across multiple platforms. Francis possesses an innovative yet methodical sales approach building and coaching successful teams through multiple verticals. Francis J Duggan is a top performing, goal-oriented leader with demonstrated success in managing complex sales cycles with Fortune 500 decision makers to sole-proprietors. Francis utilizes excellent communication skills, consistent and thorough follow-up and meticulous sales records to perform at the highest level. Francis excels in presentations allowing collaboration and building consensus across all levels establishing immediate credibility determining Francis as an expert in the given field. Francis embraces new technology and implements top software for clients but does not deem it a replacement for the necessary tactics (phone and face to face). Francis J Duggan is an entrepreneur who has over 10 years of successful sales experience and maximizes results everyday for both the customer and clients bottom line!

Achievements:
★ Sole revenue generator who acquired new business resulting in $1.1M seed from DCM and F8 at RealScout
★ Doubled money month over month consistently as a Senior Sales Consultant for 8 months and generated high single to double-digit growth thereafter
★ Built and trained a 10 person sales team in 2 months at RealScout increasing annual revenue by 8x
★ #1 sales professional at Apple amongst 235 employees and winner of One-to-One sales competition increasing revenue through add on services
★ Expanded market share through swap, buy-sell, and exchange agreements. Key contributor of $11.8B in revenue generated at Transammonia
★ Exceeded Edward Jones sales quota by 268% generating clients door-to-door managing over $21M in first year

Expertise:
✔ ROI
✔ Sales Strategy & Training
✔ Idea Creation
✔ Forming Strategic Alliances
✔ Public Speaking
✔ Money Management
✔ Business & Brand Development

Experience

Founder & CEO

Stealth Mode Startup
– Present (7 months)Greater Los Angeles Area

Senior Account Executive: New Business Development, Sales Manager, CRM, Project Manager, Consultant

۩ RealScout
(1 year 2 months)mountain view, california

Sales Manager at RealScout
۩ RealScout
July 2013 – February 2014 (7 months)

Chief Evangelist
۩ RealScout
March 2013 – July 2013 (5 months)

★ Employee #1. Expanded sales team to 5 new California territories and the state of Washington in 9 months increasing revenue, market share, strategic alliances, and company exposure
► Developed a customer loyalty program raising retention from 20% to less than a 10% loss annually
► Sole revenue made company profitable within 1st year before venture capital funding
► Helped orchestrate RealScout's brokerage wide contracts including:
• Hill & Co Real Estate
• Zephyr Real Estate
• Sotheby's International Realty
► Project Manager:
• Salesforce implemented company wide
• Inman Technology Conference where RealScout was awarded incubator funding
• National Association of Realtor Conferences
• Recruiting events
• SCCAOR Conference (Santa Clara County Association of Realtors)
• CAR Conference (California Association of Realtors)
• RealScout's Annual Real Estate Tech Summit
► Created training materials, quotas, call scripts, pitch books, inside/outside sales protocol, territories, and a new customer service division due to increased sales volume

Account Executive: New Business Development, Money, Client Relationship Management, Inside Sales

 Apple
(10 months)

★ Top 5 amongst money 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

★ Boston Consulting Group, The World's Most Innovative Companies
Top 5 (2013)
1. Apple
2. Samsung
3. Google
4. Microsoft
5. Toyota

Senior Sales & Supply Chain Coordinator North America, Operations Specialist, CRM, Money Management

Transammonia
(1 year 3 months)

★ 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

Business Analyst: Accounting, Project & Money Management, Finance and Risk Reporting

Ultimate Medical Academy
(5 months)

★ Developed organizational and program budgets with upper level management
► Assisted students in Title IV packaging, FASFA completion, and various money aid requirements
► Produced new reports for Senior Vice Presidents in each division adjusting and streamlining business processes
► Analyzed corporate financial statements

Financial Advisor: Money Management, Door-to-Door Sales, Business Development, Consultative Selling

Edward Jones
(1 year 1 month)

★ 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

Sales Intern: Financial Consultant, Cold Caller, Investment Analyst, New Business Development

Merrill Lynch
(2 months)

★ 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

Sales Intern: Financial Consultant, Cold Caller, Analyst, Corporate New Business Development

Oppenheimer & Co.
(3 months)

★ 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

Client Services Specialist: Insurance Products Representative, Analyst, Customer Retention, CRM

Putnam Investments
(1 year 4 months)

★ 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

Account Executive

J.Crew
(1 year)

Certifications

Series 7(Link)

Financial Industry Regulatory Authority, License 5561549

Series 66(Link)

Financial Industry Regulatory Authority

Life | Accident | Health Insurance(Link)

Massachusetts Department of Insurance

Small Device Certification

 Apple, License USA22GW12
– Present

Skills

  • CRM
  • Budgets
  • Money Management
  • Selling
  • Leadership
  • Project Management
  • Marketing
  • Financial Analysis
  • Management
  • Sales Operations
  • New Business Development
  • Marketing Strategy
  • Start-ups
  • Strategic Financial...
  • Training
  • Business Planning
  • Sales
  • 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
  • See 29+  See less

Education

Babson College - Franklin W. Olin Graduate School of Business

Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

♦ 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

College for Financial Planning

Accredited Asset Management Specialist

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

Activities and Societies: Investing, Money Management, Insurance Services, Private Wealth Management, Real Estate Investing

Bridgewater State University

Bachelor's Degree, Accounting & Finance Minor: Business Management, Cum Laude

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

The Washington Center for Internships and Academic Seminars

Entrepreneurship/Entrepreneurial Studies

♦ Walked 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

Central Catholic High School

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

Lowell Catholic High School

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

Courses

Independent Coursework

  • Accredited Asset Management Specialist

Bridgewater State University

  • Managerial Finance (ACFI 385)
  • Statistics Economics/Business (ECON 210)
  • International Finance (ACFI 455)
  • Managerial Accounting (ACFI 350)
  • Insurance and Risk Management (ACFI 476)
  • Real Estate Investment/Finance (ACFI 486)
  • Investments (ACFI 490)
  • Money and Banking (ECON 315)
  • Options and Futures Markets (ACFI 465)
  • Strategic Management (MGMT 490)
  • Global Business Mgmt (MGMT 399)
  • Foundations Logical Reasoning (PHIL 111)

 Apple

  • Apple Global Training
  • Apple Small Device Certification Training

Babson College - Franklin W. Olin Graduate School of Business

  • Opportunity & Entrepreneurship Creating and Leading Effective Organizations (Core 1)
  • Financial Reporting Managing Talent: Your Own and Others (Core 2)
  • Strategy Data, Models, and Decisions (Core 3)
  • Introduction to Financial Management Law (Core 4)
  • Defining, Offering, and Delivering Value to Customer (Core 5a)
  • Managerial Economics (Core 5b)
  • Technology & Operations Management (Core 6a)
  • Measuring & Managing Strategic Performance (Core 6b)
  • Managing at the Crossroads: International Economics, Business, and Government (Core 7a)
  • Global Connections Through Technology (Core 7b)

Edward Jones

  • Series 7 (Financial Industry Regula)
  • Series 66 (Financial Industry Regula)
  • Life | Accident | Health Insurance (Massachusetts)

Honors & Awards

Sigma Beta Delta Honors Society
The Wall Street Journal Award
The Adrian Tinsley Undergraduate Research Grant
Bridgewater Involvement Grant
Parent Association Scholarship Recipient
AT&T Scholarship Recipient
Student Marshal for Commencement 2009
Deans List 2005-2009
2009 Who's Who In America
Student Representative on the Presidential Teaching Award Committee
Business Plan Judge Josiah Quincy School

Volunteer Experience & Causes

Homebuilding Volunteer

► Habitat for Humanity International
– Present (2 years 10 months)Disaster and Humanitarian Relief

Habitat for Humanity works in partnership with families to strengthen communities and transform lives by building new homes, rehabilitating existing homes, and making affordable homeownership a reality for people in need in our community.

Lacrosse Coach

Patrick Henry High School
(10 months)Children

Opportunities Francis J is looking for:

  • Joining a nonprofit board
  • Skills-based volunteering (pro bono consulting)

Causes Francis J cares about:

  • Children
  • Civil Rights and Social Action
  • Economic Empowerment
  • Education
  • Environment
  • Health
  • Human Rights
  • Money Management

Organizations Francis J supports:

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