Logan Mathews Email & Phone Number

Houston, Texas, United States

Houston, Texas, United States

Houston, Texas

■ Acts as primary contact to develop key relationships with prospective clients. Expands client asset base with the coordination of client presentations and seminars.■ Provides personal financial planning for clients by providing in-depth information on investment planning and financial security.■ Uses quantitative and qualitative analysis to develop complete solutions for clients in order to determine services and plans which can maximize the relationship return. Identifies and implements process improvements designed to enhance the client's retirement plan services.■ Analyzes performance attribution reports and provides business updates for clients and upper management. Initiates and manages timely and effective communications on project management timelines, milestones and progress.

Baton Rouge, Louisiana Area

■ Delivered, maintained and strengthened successful business results for a 24-hour business by preserving a smooth, cost efficient and productive working environment, while providing products that consistently exceed customer expectations.■ Assessed sales and activity reports to measure productivity and meet company performance targets.■ Managed business finances, including paying vendors and suppliers for products and services rendered. Reviewed expenses and operating costs to identify opportunities for cost reduction and efficiency.■ Forecasted inventory, established budgets based on the expected monthly expenses and revenue plus potential unplanned costs, and ordered supplies within the business plan to promote profitable food and beverage sales.■ Contributed ideas and experiences to aid in the development of strategic planning related to annual business goals and growth strategies, communicating process or goal changes to corporate. Increased sales and exposure by launching a mobile food truck, with net sales exceeded $100,000 in its second year. Coordinated with local businesses, schools and community events to increase promotion, arrange discounts/fundraisers, and to become more involved in the community. Developed relationships with new and existing customers to facilitate continued business.■ Secured new partnerships and working relationships with local business owners and corporate. Negotiated a resale agreement with multiple convenience stores in the Baton Rouge and surrounding areas. Partnered with Waitr, Uber and GrubHub to diversify into the delivery market. These initiatives combined added an additional $7k-$8k to monthly revenue.■ Served as location manager and undertook responsibilities in implementing certain solutions of identified workflow and product enhancements. Hired staff, provided regular training on operations and procedures, conducted performance reviews and managed compensation programs.