Summary
Overview
Work History
Education
Skills
Community Service
Timeline
Generic

BELLA LOGSDON

Fort Myers,FL

Summary

Organized Financial Advisor with a1-year background working with businesses to achieve financial goals and maintain assets. Well-versed in financial principles. Successful financial professional skilled in building personalized plans to meet short- and long-term financial goals. Builds wealth and financial stability through diversified approaches. Accomplished in acquiring and retaining customers to maintain consistent business levels.

Overview

3
3
years of professional experience

Work History

In-Home Tech Expert

Asurion
07.2024 - Current
  • Delivered exceptional face-to-face technical setup services, including configuring devices and troubleshooting issues for customers
  • Built strong rapport with customers to ensure trust and long-term satisfaction
  • Successfully sold plans, upgrades, and accessories by identifying customer needs and presenting tailored solutions
  • Exceeded sales targets through effective communication and upselling techniques
  • Enhanced interpersonal skills through personalized customer engagement and relationship-building
  • Maintained a professional and organized approach to manage appointments and ensure timely service delivery
  • Performed route driving to meet customers at their locations efficiently

Co-Owner and Financial Advisor

GG Ent. LLC
10.2023 - Current
  • Company Overview: A Startup entertainment company with a current focus on boardgames
  • Effectively collaborated and managed a team
  • Developed bookkeeping skills
  • Analyzed gross and net profit, readjusted prices, and found more cost-efficient substitutes to increase profits
  • Negotiated and developed relationships with manufacturers to ensure good production
  • Built relationships and company image for investors
  • Managed and collaborated with other departments (design and marketing) on special projects
  • Identified optimal products for each client and presented solutions
  • Cultivated a strong client base and built win-win relationships to help exceed future sales targets

General Employee

Greenlane
05.2023 - 08.2023
  • Company Overview: A Startup drive-through health company selling salads and wraps
  • Developed interpersonal skills to make customers feel welcome and excited to order
  • Increased daily sales and profit through casual upselling
  • Achieved multitasking skills via attentively and actively listening to customers, managers, and team members, all while making orders
  • Collaborated and communicated with a team to successfully make and give out orders efficiently
  • Actively took initiative in tasks that needed to be done such as cleaning, closing, and opening duties

Doormet / Cashier

11.2021 - 01.2022
  • Company Overview: Italian cafe-style restaurant, a small chain at the time
  • Communicated in a friendly and welcoming manner to customers
  • Actively took orders and served customers with a positive attitude
  • Completed tasks as seeing fit: Cleaning, bussing tables, opening, and closing tasks

Education

Bachelor of Science (B.S.) - Finance

Florida Gulf Coast
Fort Myers, FL
05.2027

A.A - undefined

St. Petersburg College
St. Petersburg, FL
05.2023

High School: H.S. Diploma - undefined

St Petersburg Collegiate
St Petersburg, FL
05.2023

Skills

  • Strong communication and interpersonal skills
  • Proficient in Word and Excel
  • Negotiation and closing techniques
  • Customer relationship management
  • Efficient time management and organizational skills
  • Rapport building and trust development during face-to-face interactions
  • Driving and route management for efficient service delivery
  • Adaptability and resilience in fast-paced environments
  • Ability to manage effectively

Community Service

Toys for Tots, Habitat for Humanity, Florida Dream Centers, Community Volunteer, Reached out and collaborated with many local organizations such as Toys for Tots, Habitat for Humanity, and Florida Dream Centers., Helped to raise and prepare donated gifts to children in need during holidays with Toys for Tots and marketed for events via digital posters, word of mouth, and physical posters., Brought together a group of30+ to build houses for low-income individuals with Habitat for Humanity and marketed for events via digital posters, emailing lists, and word of mouth.

Timeline

In-Home Tech Expert

Asurion
07.2024 - Current

Co-Owner and Financial Advisor

GG Ent. LLC
10.2023 - Current

General Employee

Greenlane
05.2023 - 08.2023

Doormet / Cashier

11.2021 - 01.2022

Bachelor of Science (B.S.) - Finance

Florida Gulf Coast

A.A - undefined

St. Petersburg College

High School: H.S. Diploma - undefined

St Petersburg Collegiate
BELLA LOGSDON