Logan Smith

Pioneer
DISC Type : sid

Director of Finance And Administration at CBL at Baylor University

Maple Grove, Minnesota, United States

Overview

Logan is a Senior Finance Major at Baylor Universitys Hankamer School of Business, preparing to join Fidelity Investments as a Financial Representative. He has practical experience from his wealth management internship and leadership skills from his role as Director of Finance and Administration for CBL at Baylor.

Outside of his financial pursuits, Logan is the president of the Baylor Cycling Club and an avid mountain biker. He is also committed to his community, having mentored students as a youth group leader and volunteered with local businesses and nonprofit organizations in the Waco area.

Unique fact: Logan served as the first-ever wealth management intern for Income Planning Group, LLC.

Personality Overview

Driven But Considerate

Dynamic But Sincere

Decisive But Friendly

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

Wealth Management
His postgraduate interest, internship experience, and upcoming full-time role at Fidelity Investments are all focused on wealth management.
Financial Advising
He aims to provide personalized financial guidance and build meaningful client relationships based on trust and transparency.
Mountain Biking
As the president of the Baylor Cycling Club, he has a clear passion for mountain biking and organizes group rides.

Media Appearances

Logan Smith – Director of Finance and Administration, CBL at Baylor University (Video). Featured in Baylor University

See Now

Work History

5-2025
Director of Finance And Administration at CBL at Baylor University
5-2025 - 8-2025
Wealth Management Intern at Income Planning Group, LLC
9-2024 - 7-2025
Member - Waco Committee at CBL at Baylor University
7-2022 - 7-2022
Volunteer at GO Ministries, Inc.
9-2021 - 8-2022
Youth Group Leader at Plymouth Covenant Church

Education

1-2024 - 5-2026
Bachelor's degree from Baylor University - Hankamer School of Business
8-2022 - 12-2023
Business Administration and Management from Abilene Christian University

More Information

Social Presence :

Prographics :

Exp : 3 Location : Maple Grove, Minnesota, United States Job Level : Mid-senior Designation : Director of Finance And Administration at CBL at Baylor University
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Insights For Selling To Logan

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but nurture the relationship too
  • Ask them for a lunch or coffee once some rapport has been established
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be very informal during the early interactions even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Logan is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Logan

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Logan move?

  • They are generally fast movers and can take quick decisions
  • Can Logan take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Logan

Personality Compatibility


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