Logan Everette Email & Phone Number

Washington, Nc

Greenville, North Carolina, United States

• Address 15-20 client’s needs daily as the first point of contact, schedule appointments, answer questions, and direct calls appropriately• Assist 4 financial advisors in opening and closing accounts, depositing checks, placing trades when asked, and managing the financial advisor’s day-to-day calendar• Proactively provide required documentation, develop hypos, prepare reports, scan and upload documents to client’s accounts• Maintain high ethical standards while processing confidential client documents• Shadow Financial Advisors in client relationship development and client appointments

• Analyzed multiple customers’ feet with an electronic scanner daily• Informed customers of possible reasons for pain or suggest something that can help prevent pain• Advised customers of certain shoes that will fit their feet based on foot shape and comfort• Received an award for being a top 50 running store in the nation• Succeeded 75% of the time selling insoles as an add on with every shoe purchased• Succeeded 90% of the time selling one or more socks as an add on with every shoe purchased

Bachelor Of Business Administration - Bba, Business Administration And Management, General Business, Senior

Activities and Societies: Financial Management Association Member Beta Gamma Sigma Honors Society Member GPA: 4.0/4.0

Associate Of Arts - Aa, Business Administration And Management, General Business

Activities and Societies: Baseball Team Member Invited to to Phi Theta Kappa Honors Society GPA: 3.9/4.0