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
4
4
years of professional experience
1
1
Certification
Work History
Planning Consultant
Fidelity Investments
Charlotte, USA
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
Charlotte, USA
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
Charlotte, NC
06.2022 - 01.2023
- Act as the face of Fidelity for all clients who walk into our branch. Helping with needs and looking for opportunities to further develop the business.
- Ensure all paperwork and checks are handled in accordance with compliance, and filed away correctly for future audits.
- Drive digital initiatives utilizing new technology with clients, often as the test subjects for the branch.
Central Relationship Manager
Fidelity
Charlotte, NC
07.2021 - 06.2022
- Manage the calendars for ten advisors across three states, ensuring that their calendars stay booked out.
- Set meaningful appointments, driving each advisor's team initiatives to develop their book of business.
- Attend weekly meetings for each team to understand areas of importance, and make sure to drive these initiatives when calling each advisor's clients.
Education
Bachelor of Science - Finance
University of South Carolina
Columbia, SC04.2019
Skills
- Excellent communication
- Time management
- Multitasking abilities
- Organizational skills
- Pipeline management
Certification
- SIE
- Series 7
- Series 66
Timeline
Planning Consultant
Fidelity Investments
06.2024 - Current
Relationship Manager
Fidelity Investments
01.2023 - 05.2024
Financial Representative
Fidelity Investments
06.2022 - 01.2023
Central Relationship Manager
Fidelity
07.2021 - 06.2022
Bachelor of Science - Finance
University of South Carolina
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