LOGAN BUGG
Charlotte,NC
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
06.2024 - Current
- Partner with assigned Financial Consultants to manage their book of business with over $1 billion AUM
- Grow new Financial Consultants book of business. Starting from 0 clients to 142 today.
- Consolidated $10 million YTD from prospective clients turning them into full service Fidelity clients
- Contact leads across the Charlotte area to assist more clients and continue to grow Fidelity wallet share.
- Researched and compiled information on variety of planning issues from high level asset management to everyday principal protection, prepared thorough reports and presented solutions in one on one client meetings to retain clients and show best in class ideas.
- Collaborated with cross-functional teams to align production plans with client requirements.
Relationship Manager
Fidelity Investments
01.2023 - 05.2024
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Organized Financial consultant book of business in salesforce to ensure clients maintained annual reviews, received timely follow ups on all action items, and completed all processes start to finish.
- Call out on potential leads and convert them to appointments for the Financial Consultant to close business.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Financial Representative
Fidelity Investments
06.2022 - 01.2023
- Managed front desk branch operations to ensure all clients were addressed in a timely manner and day to day operations ran smoothly.
- Organized all incoming client paperwork to the branch. Maintaining proper record keeping of all documents for future audits.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
Education
Bachelor of Science - Finance
University of South Carolina
Columbia, SC04.2019
Skills
- Active listening
- Time management
- Analytical thinking
- Excellent communication
- Multitasking Abilities
- Organizational skills
Certification
- Series 66
- Series 7
- Securities Industry Essentials
- Health insurance
- Life Insurance
- Long Term Care
Timeline
Planning Consultant
Fidelity Investments
06.2024 - Current
Relationship Manager
Fidelity Investments
01.2023 - 05.2024
Financial Representative
Fidelity Investments
06.2022 - 01.2023
- Series 66
- Series 7
- Securities Industry Essentials
- Health insurance
- Life Insurance
- Long Term Care
Bachelor of Science - Finance
University of South Carolina
Similar Profiles
MICHAEL O'BRIENMICHAEL O'BRIEN
FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)FIDELITY CLIENT SERVICES REPRESENTATIVE at Fidelity Investments - Fidelity Institutional (Fidelity Advisor Funds)
Ymrije GreazzoYmrije Greazzo
Survivor Services Case Manager at Fidelity InvestmentsSurvivor Services Case Manager at Fidelity Investments
Hunter HammockHunter Hammock
Senior Specialist, Service Solutions Group at Fidelity InvestmentsSenior Specialist, Service Solutions Group at Fidelity Investments