Paul Logan
About Paul Logan
Paul Logan is a Business Analyst with extensive experience in the financial services sector, currently working at Transamerica since 2007. He previously held positions at Fidelity Investments and New York Life Insurance Company, and he holds a Bachelor of Arts degree in History from Providence College.
Work at Transamerica
Paul Logan has been employed at Transamerica as a Business Analyst since 2007. In this role, he is responsible for leading the annual 5500 reporting process and preparing compliance non-discrimination testing data. He presents the results to clients, ensuring clarity and understanding. Additionally, he manages the daily balancing of plan cash and shares, addressing any discrepancies that arise. Logan also serves as the primary contact for client auditors during the preparation of annual audits, facilitating communication and ensuring compliance with regulatory standards.
Previous Experience at Fidelity Investments
Prior to his tenure at Transamerica, Paul Logan worked at Fidelity Investments as an Engagement Manager from 2000 to 2001 in Smithfield, RI. In this position, he was involved in managing client engagements and ensuring that client needs were met effectively. His experience at Fidelity contributed to his skill set in client relations and project management.
Background at New York Life Insurance Company
Before joining Fidelity Investments, Paul Logan worked at New York Life Insurance Company as a Conversion Specialist from 1996 to 2000 in Norwood, MA. During his time there, he focused on the conversion processes related to client accounts, which provided him with valuable experience in financial services and client management.
Education and Expertise
Paul Logan earned his Bachelor of Arts (B.A.) degree from Providence College, where he studied History from 1989 to 1993. His educational background has equipped him with analytical skills and a strong foundation in research and communication, which he applies in his current role as a Business Analyst.
Client Engagement and Communication Skills
In his current role, Paul Logan leads weekly conference calls with clients, where he maintains the agenda and follows up on outstanding issues. He also initiates the preparation of accurate quarterly participant retirement statements, ensuring they are mailed within client-agreed deadlines. His ability to communicate effectively with clients and manage their expectations is a key aspect of his professional responsibilities.