Logan Parkes Email and Phone Number

• Collaborated with a team of business-centric advisors to meet with clients, explore financial objectives and offer strategic recommendations, leading to over $25 million in life insurance policies issued and over $30 million of wealth managed.• Utilized financial models to collect, process and interpret data; presenting results to clients, and providing them with processes and structures that would ensure success.• Established trust-based relationships, maintaining communication with… Show more • Collaborated with a team of business-centric advisors to meet with clients, explore financial objectives and offer strategic recommendations, leading to over $25 million in life insurance policies issued and over $30 million of wealth managed.• Utilized financial models to collect, process and interpret data; presenting results to clients, and providing them with processes and structures that would ensure success.• Established trust-based relationships, maintaining communication with up to 750 prospective clients, possessing a combined net worth of over $500 million.• Create and maintain detailed records of client interactions according to FINRA guidelines.Logan Parkes is an agent of Westshore Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

• Supervised operations of a team of 30 of the college’s top students, developing bi-weekly presentations with appropriate talking points and team updates regarding the past, present, and future needs of the College.• Improved the reputation of myself and the University by establishing influential connections with corporate partners and highlighting the mutual value of collaborating with the college.• Practiced developing, leading, and successfully executing strategic initiatives while… Show more • Supervised operations of a team of 30 of the college’s top students, developing bi-weekly presentations with appropriate talking points and team updates regarding the past, present, and future needs of the College.• Improved the reputation of myself and the University by establishing influential connections with corporate partners and highlighting the mutual value of collaborating with the college.• Practiced developing, leading, and successfully executing strategic initiatives while collaborating with college executives and directing teams appropriately for maximum impact on the College’s mission of creating a culture of engagement.• Responsible for gathering and interviewing quality candidates in order to maintain a consistent vision in the program. Show less

• Participated in a deposit growth campaign and established over $1.3 million in certificates of deposit in less than 60 days, outperforming estimates by 30%.• Conducted financial needs assessments, focusing on client solutions, thus identifying opportunities to cross-sell bank products, increasing value of client accounts and long-term profitability.• Utilized the company’s CRM, Salesforce, to gather and interpret data on client tendencies in order to deepen clients’ relationships… Show more • Participated in a deposit growth campaign and established over $1.3 million in certificates of deposit in less than 60 days, outperforming estimates by 30%.• Conducted financial needs assessments, focusing on client solutions, thus identifying opportunities to cross-sell bank products, increasing value of client accounts and long-term profitability.• Utilized the company’s CRM, Salesforce, to gather and interpret data on client tendencies in order to deepen clients’ relationships, resulting in exceeding team performance goals by 15% on average. Show less

• Maintained a focused and organized transaction processing strategy, leading to over 95% transaction and cash accuracy.• Demonstrated leadership and initiative by independently developing and implementing a company-wide override system to optimize business performance and increase process efficiency by over 60%, leading to a decrease in client wait time.

• Worked effectively with diverse teams to maintain a premier customer experience, actively recognizing areas for improved efficiency in the checkout process, decreasing average wait times by 15%.• Trained associates on proper bagging and scanning techniques to increase tracked metrics such as items in each bag and items scanned per minute by 5%.