Lacey Logslett Email & Phone Number

Eau Claire, Wisconsin Area

• Analyze and extract financial data from database to identify and highlight critical areas
• Produce tailor-made analytics and reports for a wide range of stakeholders across the region including Business Management (CEO, COO), Sales Management and Product Management colleagues
• Collaborate and work alongside other teams within Business Finance to provide support to the firm
• Work on ad-hoc projects to further support the business as need to further develop understanding in
• Improve existing processes and procedures to help increase team’s efficiency

Eau Claire, WI

• Collected and analyzed client data for retirement, income, tax, insurance and estate planning purposes
• Researched and implemented new methods and programs for the financial planning department
• Trained and supervised new employees as they learned areas of the business
• Maintained electronic data management system to aid in office efficiencies

Eau Claire, Wisconsin Area

• Assigned and oversaw tasks given to team members to ensure client needs are met
• Researched and analyzed investments of prospective clients
• Reviewed investments to determine correct allocation of client accounts & placed trades, as needed
• Prepared client paperwork and placed trades as directed by the client and/or adviser
• Entered compliance role by verifying trades, confirmations, & statements
• Further developed in compliance by reviewing client paperwork

Eau Claire, WI

• Performed banking transactions according to company policies
• Ensured customer privacy through verifying identifications and preserving confidentiality
• Trained new employees by demonstrating daily tasks and customer service skills
• Meet and exceed personal sales and transaction goals such as no transaction error
• Promoted to higher security status to secure bank, give approvals, & complete large transactions

St. Paul, MN

• Assessed content of documents to efficiently categorize and file papers
• Effectively assisted transfer from a fully paper system to an electronic system
• Guided and referred students to office website or correct staff members to answer questions

• Assisted customers with grocery checkout
• Conversed with guests to ensure an enjoyed visit
• Helped open and close store on weekends
• Assisted with the preparation of books for the upcoming week

Bachelor Of Business Administration, Business Finance, International Business

Activities and Societies: Beta Upsilon Sigma

Post Graduate Certificate, International Business

Bachelor Of Business Administration, Finance

Bachelor Of Business Administration, International Business