Scott Logan

**** ******* ***

St. Louis, MO

****5

303-***-****

abj2m5@r.postjobfree.com

OBJECTIVE To join a progressive organization where I will be

able to develop my talents while learning new skills.

QUALIFICATIONS

- Monthly Budgeting

- Data Entry

- Daily inbound/outbound client calls of 50-

80 /day

- Accounts Receivable & Payable

- Cross sales

- Computer skills - Microsoft Excel, Word,

Power-point, 10 key

EMPLOYMENT HISTORY

2009-present Self employed

- Updating computer skills by taking continuing

education classes

- Assist friend with day-to-day operations of his

landscaping business

- Volunteer work including Ronald McDonald House, Denver

Dumb Friends League, Habitat for Humanity

- Customer service follow-up with not-for-profit trade

association

2006-2008 JP Morgan - Englewood, CO

Position: Retirement Consultant

- Transition 401K accounts into IRAs. Assist 401K

participants

with retirement planning and fund distribution

- Transact on 401K accounts such as fund-to-fund transfers,

rebalances, and sales/purchases of mutual funds and stock.

- Handled complex Qualified Domestic Relation Orders and

beneficiary pay-outs.

- Rolled over $35 million in assets in 2007/8

- Promoted into position from customer service. Twice

recognized

with "Big Kahuna" top sales club for JP Morgan.

2002-2005 Qwest Communications - Denver, CO.

Position: Sales and Service Consultant

- Telecommunications company. "Baby Bell" for

western states

- Managed customer accounts, updated

information; data entry.

Handled billing; escalations and complaint while

interviewing for

and cross-selling telecommunication services and products.

- Promoted into position from entry level sales

2000-2002 Crate & Barrel Broomfield, CO.

Position: Furniture Sales

- Provided customer service with latest product

knowledge and complete

Post -sale follow-up. Data entry and daily computer use

- Twice recognized for superior sales performance. Won

two storewide

sales contests.

- Promoted from entry level position

EDUCATION

University of Colorado

Boulder, Co 1994-1999

Currently pursuing BS in Political Science

LICENSES

FINRA Series 7

FINRA Series 63

Status - expired 08/30/10

Contact this candidate