Logan Yates

Logan Yates Email and Phone Number

Business Development Associate @ LPL Financial
Chicago, IL, US
Logan Yates's Location
Urbana, Illinois, United States, United States
About Logan Yates

I am a highly motivated and results-oriented individual with a strong background in finance, consulting, and portfolio management. Throughout my career, I have consistently delivered impactful solutions, drawing upon my exceptional communication, data analytics, and problem-solving skills. I take pride in collaborating effectively with diverse teams, building strong relationships, and driving measurable results. With a deep commitment to continuous learning and growth, I am excited to navigate the ever-evolving field of finance & economics and embrace new challenges along the way!

Logan Yates's Current Company Details
LPL Financial

Lpl Financial

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Business Development Associate
Chicago, IL, US
Logan Yates Work Experience Details
  • Lpl Financial
    Business Development Associate
    Lpl Financial
    Chicago, Il, Us
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  • Private Equity @ Illinois
    Founder And President
    Private Equity @ Illinois Jul 2023 - Present
    Champaign, Illinois, United States
    Developed a 12-week private equity program, focusing on deal sourcing, financial modeling, valuation techniques, and Paper LBO methodologiesLed a cohort of students through hands-on experiences with case studies and mock investment pitches, helping several members secure competitive offers in the private equity space
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  • Illinois Business Consulting
    Senior Consultant
    Illinois Business Consulting Feb 2023 - Present
    Champaign, Illinois, United States
    Created data-driven communication strategies using tenant insights, enhancing client engagement and operational efficiency across multiple industriesSpearheaded IoT integration and predictive maintenance initiatives, increasing operational performance and supporting strategic decision-making
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  • Army Rotc (Official Page)
    Platoon Leader
    Army Rotc (Official Page) Aug 2021 - Present
    Champaign, Illinois, United States
    Led and mentored a platoon of 30+ cadets, overseeing physical training, field exercises, and leadership development to enhance readiness and cohesion within the Fighting Illini BattalionCoordinated tactical training events, logistics, and team-building exercises, improving cadet performance and contributing to the successful execution of battalion-wide missions
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  • Cmt Digital
    Finops Intern
    Cmt Digital May 2024 - Aug 2024
    Chicago, Illinois, United States
    Led Altvia Historical Valuation Reconciliation, compiling investor metrics, schedules of investments, and capital account statements, improving report accuracy and performance analysis across all fundsDeveloped a sentiment matrix from investor update emails, projecting discounts on current positions, resulting in more informed investment strategiesManaged daily importation of 15-20 deal flow entries and processed 5-20 wire transfers, handling transactions worth up to several million dollars and improving operational efficiencyCompleted bank reconciliations for 45 accounts, consolidating investor metrics (NAV, contributions, distributions) for Funds I, II, III, and Series Funds 1-12, ensuring financial accuracy and consistency
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  • Peakspan Capital
    Growth Equity Immersion Participant
    Peakspan Capital Dec 2023 - Feb 2024
    New York, New York, United States
    Engaged with B2B software investment experts in growth equity and private equity deal analysis, building expertise in financial modeling, market research, and portfolio managementAnalyzed market trends and investment opportunities for growth-stage B2B software companies, applying financial metrics and valuation models to assess potential investments and inform strategic decision-making
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  • Lpl Financial
    Business Development Intern
    Lpl Financial May 2023 - Aug 2023
    Charlotte, North Carolina, United States
    Streamlined onboarding processes, reducing advisor transition time by collaborating with Business Development and Technology teamsImproved data accuracy through rigorous quality checks, minimizing discrepancies and facilitating smooth client transitionsCollaborated across departments to resolve critical issues during key transitions, enhancing satisfaction and strengthening relationshipsIdentified inefficiencies and contributed to process improvements, fostering continuous improvement within the team
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  • Sigma Nu Fraternity, Inc.
    President
    Sigma Nu Fraternity, Inc. Aug 2022 - Jan 2023
    Champaign, Illinois, United States
    Drove a 20% increase in membership through targeted recruitment strategies, positioning the chapter as the 5th largest on campus and raising over $8,000 for philanthropic initiatives, exceeding previous fundraising efforts by 40%Led academic initiatives that increased overall chapter GPA by 0.3 points, elevating the fraternity’s academic ranking to 4th among all fraternities, and fostering a culture of academic success
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  • Yates Realty Inc.
    Marketing, Design, And Internship Program Director
    Yates Realty Inc. May 2019 - Aug 2022
    Charlotte, North Carolina, United States
    Led a team of collegiate interns, producing 200+ company artworks and 5,000+ real estate articles, boosting content output and regional visibilityEstablished and managed social media profiles on Facebook, Instagram, and LinkedIn, growing the Facebook following to 2,000+ engaged followers and enhancing the company’s digital presenceCreated marketing materials using Adobe Photoshop and Illustrator, driving social media engagement and supporting real estate campaigns
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Logan Yates Skills

Leadership Team Coordination Mathematics Team Building Planning Technical Presentations Economics Corporate Finance Integrity Financial Planning Event Planning Networking Portfolio Management Financial Modeling Data Analysis Managerial Finance Strategic Initiatives R (Programming Language Private Wealth Management Market Research Goal Analysis Communication Content Marketing Mentoring Project Finance Conference Coordination Adobe Photoshop Trade Finance Strategic Planning Strategy Organizational Development Organizational Effectiveness Financial Services Conference Organization Budgeting Operations Management Professional Development Programs Budget Management Risk Management Marketing Microsoft Excel Creative Strategy Leadership Development Training Time Management Javascript Customer Service Financial Analysis Social Media Marketing Decision Making Project Planning College Recruiting Content Development Python Management Adobe Illustrator Scheduling Project Management Analytical Skills Due Diligence Financial Risk Management Problem Solving Research Recruiting Presentations Strategic Vision Financial Markets Logistics Management

Logan Yates Education Details

Frequently Asked Questions about Logan Yates

What company does Logan Yates work for?

Logan Yates works for Lpl Financial

What is Logan Yates's role at the current company?

Logan Yates's current role is Business Development Associate.

What schools did Logan Yates attend?

Logan Yates attended University Of Illinois Urbana-Champaign, University Of Illinois Urbana-Champaign.

What skills is Logan Yates known for?

Logan Yates has skills like Leadership, Team Coordination, Mathematics, Team Building, Planning, Technical Presentations, Economics, Corporate Finance, Integrity, Financial Planning, Event Planning, Networking.

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