Logan Lofland
4th Year Finance Student & CFP® Candidate | Financial Planning Track | University of Cincinnati, Carl H. Linder College of Business
- Role
- Treasury Operations Intern at Constellation Insurance, Inc.
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Logan Lofland
Driven by a passion for the intersection of behavioral finance and technical analysis, I am a Finance professional at the University of Cincinnati’s Carl H. Lindner College of Business, specializing in the CFP® Board-Registered Financial Planning track.My experience spans from high-stakes Treasury Operations to specialized profitability analysis. Having managed logistics and client relations in high-pressure environments—from collegiate athletics to the maritime industry—I’ve developed a unique ability to translate complex data into actionable strategies for clients.Core Competencies:Financial Planning: MoneyGuidePro, Estate & Retirement Planning, Behavioral Finance.Analysis: Advanced Excel (Modeling & Forecasting), Treasury Ops, Liquidity Management.Leadership: 2-year Division I Student-Athlete (UC Cheer); disciplined, coachable, and client-focused.Currently seeking opportunities to join a forward-thinking wealth management firm where I can leverage my technical background and CFP® candidacy to help clients achieve their long-term financial goals.
Experience
Treasury Operations Intern
Jan 2026 — Present · Montgomery, OH, US
Support daily liquidity management and cash positioning to ensure optimal funding for corporate operations. Assist with executing wire transfers and ACH payments, maintaining strict adherence to internal controls and fraud-prevention protocols. Utilize Oracle, Snapsheet Transactions, and U.S Bank SinglePoint to reconcile bank statements and monitor cash balances.
Education
University of Cincinnati Carl H. Lindner College of Business
Bachlor's, Finance, General
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