Logan Beck
Financial Planning Analyst
- Role
- Associate Wealth Management Advisor and Financial Planning Analyst at Aria Financial Services
- Location
- Pinehurst, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Logan Beck
I work with clients to identify their financial needs and implement solutions to make…
Experience
Associate Wealth Management Advisor and Financial Planning Analyst
Jun 2024 — Present · Raleigh, NC, US
Education
University of North Carolina Wilmington
Bachelor of Science (BS), Business Administration and Management, General
2006 — 2010
Skills
- Business Planning
- Disability Insurance
- Life Insurance
- Financial Services
- Strategic Planning
- Social Media
- Public Speaking
- Microsoft Office
- Sales
- Event Planning
- Time Management
- Marketing
- Microsoft Word
- Financial Planning
- Leadership
- Customer Service
- Microsoft Excel
- Powerpoint
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