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Logan Kiser Email & Phone Number

Financial Compliance & Quality Assurance Expert | Proven Team Leader | Technical Support Professional at LPL Financial
Location: Rock Hill, South Carolina, United States 5 work roles 2 schools
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Role
Financial Compliance & Quality Assurance Expert | Proven Team Leader | Technical Support Professional
Location
Rock Hill, South Carolina, United States
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Who is Logan Kiser? Overview

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Logan Kiser is listed as Financial Compliance & Quality Assurance Expert | Proven Team Leader | Technical Support Professional at LPL Financial, a with 7900 employees, based in Rock Hill, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Logan Kiser.

Logan Kiser previously worked as Financial Compliance Analyst at Lpl Financial and Lead at Shutterfly. Logan Kiser holds High School Diploma, Business Administration And Management, General, 3.5 Gpa from Rock Hill High School.

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LPL Financial

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About Logan Kiser

Logan Kiser is a Financial Compliance & Quality Assurance Expert | Proven Team Leader | Technical Support Professional at LPL Financial.

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Logan Kiser's current company

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LPL Financial
Lpl Financial
Financial Compliance & Quality Assurance Expert | Proven Team Leader | Technical Support Professional
san diego, california, united states
Website
Employees
7900
AeroLeads page
5 roles

Logan Kiser work experience

A career timeline built from the work history available for this profile.

Financial Compliance Analyst

Current

Fort Mill, South Carolina, United States

• Ensured adherence to federal and state regulations by reviewing and approving financial disclosure submissions from registered representatives, maintaining a high standard of accuracy and compliance. • Collaborated with cross-functional teams to develop, update, and implement compliance policies and procedures that align with industry standards and regulatory requirements. • Monitored compliance activities and prepare detailed reports for management, highlighting key findings, trends, and recommendations for enhancing compliance practices.• Provided training and support to internal stakeholders on compliance-related matters, fostering a culture of compliance and awareness throughout the organization.• Conducted thorough assessments of compliance risks associated with financial products and services, identifying areas for improvement and implementing corrective actions as necessary.• Analyzed compliance issues and escalate concerns as needed, working closely with legal and regulatory teams to ensure timely resolution and adherence to best practices. • Maintained accurate and comprehensive records of compliance activities, ensuring all documentation is readily available for audits and regulatory reviews.

Nov 2024 - Present

Lead

Fort Mill, South Carolina, United States

• Manage and coordinate the daily operations, including shipping and receiving, inventory management, order fulfillment, and returns processing • Plan and prioritize work assignments for the team to ensure optimal workflow and productivity• Train and Supervise team members and new hires on proper warehouse procedures, safety protocols, and company policies• Monitor and enforce compliance with standard operating procedures (SOPs) to maintain quality control and accuracy of inventory• Coordinate with other departments, to ensure smooth operations and timely order fulfilment• Identify areas for process improvement and implement efficient warehouse practices to enhance productivity and cost-effectiveness• Ensure compliance with health and safety regulations and maintain a clean and organized warehouse environment• Resolve any issues or conflicts that arise within the team and address performance concerns through coaching and mentoring.• Prepare regular reports on warehouse performance, including productivity metrics, inventory levels, and order fulfilment rates.

Oct 2023 - Jul 2024

Technical Assistant Center Specialist

Orlando, Florida, United States

• Assisted and supported co-workers and clients with technical issues across environments• Adjusted appointments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands• Effectively managed inbound support requests via Dialpad, HubSpot, and email channels • Administration of Teams, Outlook, HubSpot, and other tools• Successfully performed driver updates for banking equipment on over 200 client computers with a 100% satisfactory rating from all client submitted surveys.• Supported renewals by cultivating customer relationships through every interaction and engaging with customers through any questions or issues that arose• Observed client needs, frequent questions, and issues to effectively troubleshoot product-specific problems while updating and optimizing workflow• Maintained an efficient call-center environment while assisting users on the phone and Zoom

May 2023 - Jul 2023

Information Technology Specialist Ii

Spokane, Washington, United States

Provided L1 and L2 support for technical issues across environmentEffectively managed inbound support requests via Slack, JIRA, RingCentral, Salesforce, FreshDesk and email channels Administration of RingCentral, Slack, Salesforce, and other toolsDocumented policies, procedures, and possible solutions to problems to reduce overall support burden by creating a knowledge base.Worked with different teams including Implementation, Security, Legal, Finance, and Development to develop efficient workflows and improve processes.Performed user account management via the company’s software.Created energy and excitement around Maplewood products on support calls by engaging customers, showcasing technology through demos and personal setups.Supported renewals by cultivating customer relationships through every interaction and engaging with customers through any questions or issues that arose.Provided complete product solutions based on customer needs and specialized in detailed product knowledgeInvestigated user needs to effectively troubleshoot product-specific problems while optimizing workflow.Facilitated group workshops to help customers enhance their product owning experience and knowledge of the software. Maintained knowledge and relationships with all clients while educating customers on the different potential uses of the software. Identified user’s needs by analyzing data from support tickets which led to designing curriculum, and facilitating learning workshops for internal employees around Microsoft Teams, MacOS, Zoom, RingCentral, and Salesforce.Trained new team members on providing technical support within technology stack of the company’s software, SQL, Slack, Salesforce, FreshDesk, JIRA, MacOS, Windows, RingCentral, Microsoft teams, and Zoom.Improved the company’s opened to closed support ticket average hours from two days to ten hours.

Jan 2022 - Jan 2023

Sr. Icqa Specialist

Fort Mill, South Carolina, United States

• Train New-Hires• Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.• Loaded, unloaded, and moved material to and from storage and production areas.• Identified inadequate materials and faulty equipment and brought to supervisors' attention.• Maintained accurate inventory records to provide data for use in audits and completion of order requests.• Operated RF scanners to track merchandise and verify contents of containers.• Effectively operated pallet jacks and material moving equipment to receive and transport items from various locations within the warehouse.• Ran reports on various subjects involving errors, inventory, shipping, lost product, and quality.• Changed various items systematically in RDM to correct them.• Managed inventory by deleting lost product from the system, verified product, correcting product, and destroying damaged product.• Created templates where I manually implemented data into Excel spreadsheets.• Identified problems systematically and adjusted them to match what was physical.• Evaluated supplies and product inventory to check for quality and quantity issues and returned unacceptable products back to vendor or were given to charity.• Maintained workflow by running “waves” in Ross’ proprietary program Retek Distribution Management (RDM).• Gave employees access systematically and changed their passwords if locked out of their account.• Troubleshot issues involving Ross’ proprietary programs and servers being down.• Directed and managed lower level ICQA members and occasionally Non-ICQA members to met demands of workflow and volume.

Jun 2019 - Dec 2021
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2 education records

Logan Kiser education

High School Diploma, Business Administration And Management, General, 3.5 Gpa

Rock Hill High School
FAQ

Frequently asked questions about Logan Kiser

Quick answers generated from the profile data available on this page.

What company does Logan Kiser work for?

Logan Kiser works for LPL Financial.

What is Logan Kiser's role at LPL Financial?

Logan Kiser is listed as Financial Compliance & Quality Assurance Expert | Proven Team Leader | Technical Support Professional at LPL Financial.

Where is Logan Kiser based?

Logan Kiser is based in Rock Hill, South Carolina, United States while working with LPL Financial.

What companies has Logan Kiser worked for?

Logan Kiser has worked for Lpl Financial, Shutterfly, Superior, Staffready, and Ross Stores, Inc..

Who are Logan Kiser's colleagues at LPL Financial?

Logan Kiser's colleagues at LPL Financial include Steven Looser, Steven Edwards, Robin Wickman, Daniel Gude, and Nick Petralia, Cfp®, Cpfa, Aif®.

How can I contact Logan Kiser?

You can use AeroLeads to view verified contact signals for Logan Kiser at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Logan Kiser attend?

Logan Kiser holds High School Diploma, Business Administration And Management, General, 3.5 Gpa from Rock Hill High School.

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