Declan O'Donnell Email and Phone Number
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Declan O'Donnell personal email
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Declan O'Donnell is a Account Executive, General Commercial Financial Services at Salesforce at Salesforce. He possess expertise in series 65, management, investments, leadership, asset allocation and 6 more skills.
Salesforce
View- Website:
- salesforce.com
- Employees:
- 1
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Account Executive, General Commercial Financial ServicesSalesforce Jun 2020 - PresentSan Francisco, California, Us
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Account Executive, Mid Commercial Financial ServicesSalesforce Apr 2018 - PresentSan Francisco, California, UsTerritory-Los Angeles
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Senior Account Executive, Grb Financial ServicesSalesforce May 2016 - PresentSan Francisco, California, Us
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Account Executive Group ManagerFisher Investments Apr 2012 - Apr 2016Plano, Texas, Us-Motivate and lead a team of 15 Account Executives to ensure the department's key metrics and fiscal goals are being met.-Serve as a resource for questions relating to sales techniques, market knowledge, and the financial services industry. -Screen and approve all appointments set for the outside sales force. -Conduct scheduled performance review meetings.-Participate in the recruiting efforts for new Account Executives. -
Account Executive Training Program ManagerFisher Investments Jul 2011 - Apr 2012Plano, Texas, Us-Managed and developed a wide range of different classes for new and ongoing sales training & development. -Established a training protocol and ensured all Account Executives participated in an effort to meet individual and organizational goals.
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Investment CounselorFisher Investments Oct 2005 - Jul 2011Plano, Texas, Us-Directed and oversaw the onboarding of over 150 high net worth clients with ~$200 million under supervision. -Monitored client’s goals and reestablished strategies for changes due to risk tolerance, tax situation, and immediate and long-term financial needs.-Conveyed investment strategies and market analysis to clients and prospects.
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Account ExecutiveFisher Investments Aug 2003 - Oct 2005Plano, Texas, Us-Set up outside sales consultations with high net worth prospects and worked in tandem with outside sales force to ensure appointments were kept and executed with the highest probability for new client acquisition.
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Account ExecutiveEinstein Industries Aug 2002 - Jun 2003San Diego, Ca, Us
Declan O'Donnell Skills
Declan O'Donnell Education Details
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San Diego State UniversityPolitical Science
Frequently Asked Questions about Declan O'Donnell
What company does Declan O'Donnell work for?
Declan O'Donnell works for Salesforce
What is Declan O'Donnell's role at the current company?
Declan O'Donnell's current role is Account Executive, General Commercial Financial Services at Salesforce.
What is Declan O'Donnell's email address?
Declan O'Donnell's email address is de****@****rce.com
What is Declan O'Donnell's direct phone number?
Declan O'Donnell's direct phone number is +141580*****
What schools did Declan O'Donnell attend?
Declan O'Donnell attended San Diego State University.
What skills is Declan O'Donnell known for?
Declan O'Donnell has skills like Series 65, Management, Investments, Leadership, Asset Allocation, Wealth Management, Asset Management, Customer Service, Finance, Financial Services, Salesforce.com.
Who are Declan O'Donnell's colleagues?
Declan O'Donnell's colleagues are Brooke Bagan, David Hodge Iii, Shweta Singh, Mason Pastorius, John Duffy, Felix Franke, Antonio Conca.
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