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Logan Manier

Logan Manier

Insurance Advisor

Insurance

Portland, Multnomah

Social

About Logan Manier:

Currently an Insurance Advisor, with a history in Accounting.

Experience

Insurance Advisor - Mutual of Omaha                                                                                  Oct 2023 - Present

  • Analyze client data to develop flexible financial plans that fit their unique goals.
  • Collaborate with various departments to execute policies efficiently and with few errors.
  • Communicate with prospective and existing clients daily.
  • Create concise financial graphics to educate and improve client’s financial literacy.

 

Staff Accountant – Twinstar Credit Union                                                                        Jul 2021 – Dec 2023

  • Assisted the head of finance with financial projections and spreadsheets for daily internal communications.
  • Multi-tasked to meet deadlines in various focus areas including currency exchange and new account balancing.
  • Optimized and increased documentation archival process by identifying and eliminating inefficiencies within the existing system.
  • Performed in-depth research on financial accounts for analysis and future reports.

Designed relational databases for cross-training efforts

Education

Washington State University (Graduated Dec 2022; Summa Cum Laude)

  • B.A. Business Administration & Finance
  • B.A. Management Information System

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