Logan Theis Email and Phone Number
Passionate finance with an emphasis in financial planning student, possessing 3+ years of professional teamwork and communication experience. Excellent ability to collaborate and build relationships. Detail-oriented with exceptional organization and problem-solving abilities. Student eager to develop knowledge and skills in finance to pursue a career in the Financial Planning industry.
Affirm Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi
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Financial Planning InternAffirm Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise FinanciPhoenix, Az, Us
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Sector Head - ConsumerGrand Canyon Student Managed Investment Fund Oct 2024 - PresentPhoenix, Arizona -
Sr. Analyst - ConsumerGrand Canyon Student Managed Investment Fund Apr 2024 - Oct 2024Phoenix, Arizona- Engaged in research contributing to student-run portfolio responsible for managing $2.5 million in assets- Constructed DCF models and financial forecasts to value various companies and form investment theses
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Analyst - ConsumerGrand Canyon University Student Managed Investment Fund Dec 2023 - Apr 2024Phoenix, Arizona, United States
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Financial Planning InternAffirm Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc May 2024 - PresentPeoria, Arizona, United States
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DirectorGrand Canyon University Finance & Economics Club Aug 2024 - PresentPhoenix, Arizona- Assisted in coordinating and executing club events reaching up to 100 students in attendance -
MenteeGrand Canyon University Finance & Economics Club Oct 2023 - Aug 2024Phoenix, Arizona
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ClerkQuiktrip Jun 2020 - Aug 2024Peoria, Arizona -
Junior Program Development SpecialistGrand Canyon Education, Inc. Feb 2023 - Sep 2023Phoenix, Arizona- Led tours of up to 60 guests through the College of Business- Connected with prospective students and parents in one-on-one settings to inform them about the Colangelo College of Business
Logan Theis Education Details
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Finance With An Emphasis In Financial Planning
Frequently Asked Questions about Logan Theis
What company does Logan Theis work for?
Logan Theis works for Affirm Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financi
What is Logan Theis's role at the current company?
Logan Theis's current role is Financial Planning Intern.
What schools did Logan Theis attend?
Logan Theis attended Grand Canyon University, Mountain Ridge High School.
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Logan Theis
Newton, Ia
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