Logan Dannenhauer
Tempe,AZ
Summary
Results-driven professional with a strong background in finance and sales. Experienced in building client relationships, identifying business opportunities, and delivering tailored solutions that drive revenue growth. Skilled in prospecting and client cultivation. Seeking to leverage my sales knowledge to contribute to a dynamic sales team.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Clarity Wealth Management
10.2024 - Current
- As a Financial Advisor, I proactively reached out to prospective clients, building and nurturing a strong pipeline of business opportunities
- I developed personalized financial plans tailored to each client's unique needs, fostering long-term relationships built on trust and clear communication
- I remained up-to-date with industry developments and regulatory changes to ensure that my guidance was always accurate, relevant, and aligned with clients' best interests
Asset Transfer Specialist
Vanguard
02.2024 - 11.2024
- As an Asset Transfer Specialist at Vanguard, I was responsible for facilitating the seamless transfer of client assets, ensuring a smooth and efficient experience for all parties involved
- With extensive experience handling a high volume of client calls, I developed strong communication and interpersonal skills, enabling me to effectively address client concerns and provide clear guidance throughout the transfer process
Sales Representative
Aspire Fitness
01.2019 - 01.2021
- I specialized in promoting and selling gym memberships, where I leveraged my passion for health and wellness to connect with potential clients
- I actively engaged with individuals to understand their fitness goals and needs, providing personalized solutions that empowered them to make informed decisions about their fitness journeys
Education
Bachelor of Science - Business Communications
Arizona State University
01.2023
Skills
- Marketing
- Corporate Communications
- Client Care
- Prospecting
Timeline
Financial Advisor
Clarity Wealth Management
10.2024 - Current
Asset Transfer Specialist
Vanguard
02.2024 - 11.2024
Sales Representative
Aspire Fitness
01.2019 - 01.2021
Bachelor of Science - Business Communications
Arizona State University
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Brandon PowellBrandon Powell
Quality Control Technician at Pauley Construction LLC.-Dycom IndustriesQuality Control Technician at Pauley Construction LLC.-Dycom Industries
James HoggJames Hogg
Customer Experience Advocate at CarvanaCustomer Experience Advocate at Carvana