John Duggan

Financial Advisor at Mid Atlantic Resource Group
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Contact Information
us****@****om
(386) 825-5501
Location
Point Pleasant Beach, New Jersey, United States, JE

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Credentials

  • Series 66
    FINRA
    Aug, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Aug, 2022
    - Nov, 2024
  • Insurance Producer: Life & Health
    New Jersey State Department of Banking and Insurance
    Feb, 2022
    - Nov, 2024
  • Effective Listening
    LinkedIn
    Mar, 2020
    - Nov, 2024
  • Financial Basics Everyone Should Know
    LinkedIn
    Mar, 2020
    - Nov, 2024
  • Interpersonal Communication
    LinkedIn
    Mar, 2020
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Sep 2022 - Present

  • Boardwalk Beach Inn
    • Point Pleasant Beach, New Jersey, United States
    • Summer Intern - Front Desk Officer
      • Jun 2020 - Aug 2020

      • Multitasked/fulfilled customer demand by allocating time efficiently and providing stellar customer service • Documented transactions in general ledger sorted by date, customer name, price, duration of stay, payment information, customer contact information, confirmation of payment, etc. • Negotiated room/inventory rates over the phone with customers and learned to push back during negotiations by demonstrating knowledge of available inventory with varying degrees of commodities (i.e. microwave, refrigerator, pool, beach access, location, etc.) Show less

  • Boardwalk Beach Inn
    • Point Pleasant Beach, New Jersey, United States
    • Summer Intern - Front Desk Concierge
      • Jun 2019 - Aug 2019

      • Utilized Booking.com to transact and match customer demand with available inventory/supply • Logged charges for first night deposits to general ledger and sent confirmation emails to validate transactions • Documented fluctuating inventory during high volume booking of summer vacation months • Utilized Booking.com to transact and match customer demand with available inventory/supply • Logged charges for first night deposits to general ledger and sent confirmation emails to validate transactions • Documented fluctuating inventory during high volume booking of summer vacation months

  • Natures Reward Farm Market
    • Point Pleasant Borough, New Jersey, United States
    • Winter/Summer Intern - Produce Department
      • Dec 2013 - Jan 2018

      • Interacted with customers and provided high quality customer service and product information • Refreshed and maintained inventory based on seasonality, expiration dates, and vendor display preferences • Gathered produce from suppliers to match purchase orders using company pick-up trucks and cargo vans • Interacted with customers and provided high quality customer service and product information • Refreshed and maintained inventory based on seasonality, expiration dates, and vendor display preferences • Gathered produce from suppliers to match purchase orders using company pick-up trucks and cargo vans

Education

  • Rutgers Business School
    Bachelor of Science - BS, Finance
    2019 - 2021
  • Ocean County College
    Associate of Arts - AA, Business Administration and Management
    2017 - 2019

Community

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