Logan Sumter
Clovis,CA
Summary
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully creating financial models with practical application. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Overview
2
2
years of professional experience
Work History
Intern
Portfolio Advisors Inc.
06.2024 - Current
- Became familiar with the client relationship portion of private wealth management
- Introduced and familiarized with the CRM Juxurecloud by Advisor Engine
- Furthered my knowledge of securities markets along with analysis of portfolio weighting
Intern
Sante Health Systems
12.2022 - 06.2023
- Worked on multiple accounting reconciliations and became very familiar with Excel, QuickBooks, and Sage
- Completed multiple projects that dealt with companies general ledger
- REF: Wes Qualls (559) 281-5456
Education
Associate Degree -
Fresno City College
High School -
Clovis High School
Business Finance
Fresno State University
12-2025
Skills
- Microsoft Office
- Excel
- Word
- PowerPoint
- Client Relationship Management (CRM)
- Advisor Engine
- Communication skills
- Diligence skills
- Data analysis
- Documentation
- Presentations
- Client interactions
- Portfolio management
- Effective messaging
- Detail-oriented decision-making
Timeline
Intern
Portfolio Advisors Inc.
06.2024 - Current
Intern
Sante Health Systems
12.2022 - 06.2023
Associate Degree -
Fresno City College
High School -
Clovis High School
Business Finance
Fresno State University
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