Frank Donovan Email & Phone Number

Boston, Massachusetts, Us

Managing sales and business development for Boston-based financial research and advisory firm delivering tactical investment services to financial clients. Primary target clients include RIAs, independent Broker-Dealers, and various investment platforms/TAMPs. We use a fundamentals-based, forward-looking approach to tactical investing to sub-advise for managed accounts and advisor-focused platforms at major custodians. Created social networks identity, blog entries on key websites, email marketing campaigns driven by customized Salesforce system, and automated system for demand follow-up and trial management. (www.modelcapital.com)

Newton, Ma, Us

Lead Corporate Sales and Business Development for a start-up offering customized financial training solutions and consulting services to investment banks, asset managers, hedge funds, private equity firms, law firms, CPA firms, and F500 Corporate Finance departments. Actively manage development of partnerships and channels to extend reach of services to global audience.

Led sales team to deliver custom services to buy-side investment managers, hedge funds, insurance companies, and broker/dealers. Responsible for selling web-based, SaaS reporting solution for external/client reporting and internal/operational and compliance reporting. Managed partner and alliance relationships and produced first private label/OEM deal with global financial solutions provider. Familiarity with front- and back-office systems such as Advent Axys, Thomson PORTIA, PAM, and CRD IMS.

Led major account sales team delivering SaaS enterprise messaging efficiency tools and consulting. Primary market: Financial Services and Fortune 1000 firms using Domino messaging system. Responsible for selling SaaS email content management system, compliance and archiving solution to senior IT/security management (Director, VP, CIO). Responsibilities also included channel sales management, overseeing product development, and management of sales engineering.

Primary market: Financial Services and Fortune 500 firms in Northeast territory. Responsible for selling SaaS enterprise traffic analysis and security systems for Lotus Domino/Notes and Microsoft Exchange environments to senior IT management (Director, VP, CIO). Average sale $200-500K. Lead teams for strategic account sales and new account development, including working with partners (i.e. Lotus Professional Services) and channels within territory.

Primary markets: financial, consulting and professional service firms. Responsible for selling enterprise current awareness systems and solutions to senior management and IS. Primary platforms: internet/intranet/extranet, Lotus Notes, SGML/HTML, running on NT, UNIX. Managed two of the ten largest accounts, Accenture and McKinsey & Company In top five account managers every year 1995-1998. Inaugural President’s Club member 1997. Top new business generator five quarters 1995-1997. Quota attainment: 157% 1998, 98% 1997 ($1.6M), 105% 1996, 120% 1995, 92% 1994. Achieved 81% of new business quota through Q3 1999.

Directed Executive Committee of 12, responsible for total staff of 145, including relationships with two service Unions. Maintained all controller responsibilities, including approving capital and operating expenditures. Improved gross margin from 5% loss to 17% gain in two years. Oversight of Sales and Marketing team, coordinated revenue plan resulting in 12% increase, largest in four years.Controller: Complete responsibility for all financial reporting, accounting and cash controls, monthly cash flow forecasting, year-end audits. Prepared detailed yearly operating and capital budgets. Maintained all in-house computer systems. Managed staff of eight.

Purchased, installed and maintained firm’s first computer system for distribution, inventory, accounting and word processing. Maintained accounting controls, coordinated annual audit with outside firm, performed all financial reporting and analysis. Managed staff of seven.

Houston, Texas, Us

Cost analysis for Far East manufacturing operations.