Logan Adler

ad0zaw@r.postjobfree.com 216-***-****

EDUCATION

Miami University

● Master of Science Business Analytics

● Bachelor of Science in Business

● Finance Major

● President’s List (Fall, Spring semester 2020-2021, Fall semester 2021) Oxford, OH

Expected Graduation 2024

3.82

RELEVANT EXPERIENCE

North Coast Executive Consulting Solon, Ohio

Financial Advisor Internship May 2023 - August 2023

● Screened thousands of mutual funds using Morningstar Advisor to create rosters of funds to meet specific investment criteria

● Introduced additional screening data points to help make better decisions regarding fund inclusion into investment models

● Updated critical Excel spreadsheets making more effective tools and more user-friendly

● Entered and manipulated data for individual financial plans to help advisors determine the next steps

● Innovated procedures will result in a 50% faster turnaround at quarter end to identify over/underperformance of models Golf Cart Detailing Aurora, Ohio

Business Owner May 2022 - August 2023

● Created and marketed a golf cart cleaning business, generating $2,000 in revenue

● Executed precise cleaning and maintenance of customers’ golf carts in a timely fashion Miami University Oxford, Ohio

Teacher Assistant August 2021 - May 2022

● BUS 104, Introduction to Computational Thinking for Business

● Prepared and graded weekly labs done in Python and SQL for over 30 students

● Managed office hours weekly to answer questions and help with classwork Walden Country Club Aurora, Ohio

Outside Operations April 2019 - August 2023

● Trained and managed six new employees

● Performed cleaning and timely delivery of members’ golf carts and clubs daily

● Communicated and developed relationships with members on a personal and professional level ACTIVITIES

Finance Association

Club Member January 2022 - Present

● Developed finance skills in areas such as personal finance, banking, and investments

● Engaged in weekly meetings with guest speakers and gained networking opportunities Pancakes for Parkinson’s

Club Member January 2021 - Present

● Volunteered at an annual fundraiser by giving away pancakes while educating people about Parkinson’s disease

● Collaborated in weekly meetings to learn more about Parkinson's disease and current research being done SKILLS / CERTIFICATIONS

● JavaScript

● JMP

● Power BI

● MS Office

● Python

● Morning Star

● SQL

● Tableau

● R

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