Logan Lin Email & Phone Number

California, United States

Toronto, Ontario, Ca

Technology- SUMMER 2025

- Started a podcast when I was 15 that helps simplify finance & investing topics for Gen Z. - Audience: 3000 listeners in 150 countries, 7 continents and 2000 cities around the world.My guests:1. John Paulson- Billionaire Founder & CEO of Paulson & Co. (He executed “The Big Short” making $20 Billion in 2007 & is widely considered as one of the greatest hedge fund managers of all time)2. Howard Marks- Billionaire Founder & Chairman of Oaktree Capital (widely considered as one of the greatest investors of all time)3. Leon Cooperman- Billionaire Founder & CEO of Omega Advisors 4. Chris Larsen- Billionaire Executive Chairman of Ripple 5. Tim Draper- Billionaire Founder & Managing Partner of DFJ 6. Jim Rogers- Billionaire Co-Founder of The Quantum Fund7. Ken Fisher- Billionaire Executive Chairman of Fisher Investments8. Steve McLaughlin- Founder & CEO of FT Partners9. Paul Polman- Former CEO of Unilever, Former CFO of Nestlé, & Former President of P&G10. Hubert Joly- Former CEO of Best Buy (saved Best Buy from bankruptcy)11. Glenn Hubbard- Former Chief Economist for President George W. Bush

Gb

Tech/IT Systems Risk Assurance

- Launched a fruit/veggie business venture with Cal Poly Head of Campus Dining and Executive Chef of Vista Grande: sold over $33,000 worth of fresh produce to over 1000 students around campus, selling out every single time- Saw that freshman had no cars to go to the grocery store, and there was a lack of fresh fruit on campus. - Manage a team of 5 workers, and coordinate with Executive Chef on new menu rotations each week- Collect and analyze data from thousands of students through surveys to gain insight about their nutritional needs: created a fruit and vegetable excel spreadsheet for weekly fruit rotations

- Worked on 2 live sell-side technology deals in the IT and SaaS sectors.

Toronto, Ontario, Ca

- Advised wealth management team in developing detailed financial planning models (RBC Wealth Plan) for high-net worth clients with scenario modeling to assess client probability to meet their financial goals - Organized and prepared financial plans, updated portfolio models and meeting agendas for client strategy & review meetings, prospective client calls, and client networking events utilizing Salesforce CRM, Microsoft Office, Factset, and Bloomberg.- Identified, tracked target companies, IPOs, M&A deals, law firms to contact 50-100 potential clients each week on LinkedIn Sales Navigator. - Leveraged LinkedIn & Sales Navigator and cold called prospects outlining RBC and senior wealth advisor capabilities to schedule meetings leading to 2 new clients (Visa & Nvidia)- Developed, prepared prospective client marketing presentations to help clients achieve their goals. - Assisted in developing investment portfolio strategies for clients, participated in due diligence meetings with portfolio managers like Partners Group PE, ARKK Investments, Blackstone, and RBC Capital Markets.- Passed SIE (Securities Industry Exam required for financial services industry) during full-time summer internship

Bachelor Of Arts - Ba, Economics

Bachelor Of Business Administration - Bba, Finance, General

Business, Management, Marketing, And Related Support Services