dakota
Logan Clefisch has an extensive work history starting in 2021 as a Sales Intern at Green Energy Construction & Consulting, LLC where they successfully closed 11 out of 12 inbound leads, provided estimates, presented to clients, and shadowed senior staff. In 2022, they worked as a Sales Operations Intern at Red Hat. Following this, Logan became an Investment Analyst at Washington College Investment Society and later joined Lara Health, Inc. as a Sales Development Representative. Currently, in 2023, Logan holds the position of Business Development Director at Dakota.
Logan Clefisch attended Owen J Roberts High School from 2014 to 2019. Following high school, Logan enrolled at Washington College in 2019 and is expected to graduate in 2023. While at Washington College, Logan is pursuing a Bachelor of Business Administration (BBA) with a focus on Business Management, International Business, Finance, and Marketing.
Additionally, Logan obtained a certification in Group 2: Student Researchers from the CITI Program in February 2022.
dakota
Dakota strives to increase your investment sales team’s efficiency by strengthening your outreach to set more meetings. We provide the resources and institutional investor lists you need to assist your company growth. Dakota was founded in 2006 and has raised over $40 billion since. Our Investment Sales team is an outsourced sales and marketing team for other boutique investment management companies to supply the sales, marketing, and client services for your business! Our eight team members will accelerate your firm's growth by partnering with our established third-party marketing team. Dakota Marketplace is an up-to-date institutional investor database with over 9,000 qualified contacts and 31,000 contacts. We can assure you it’s updated daily because our team is in the market using this data in their day to day roles! Within Marketplace you gain access to: - Institutional Searches - Public Plan Minutes - Public Pension Investments - Field Consultant Information - Manager Presentations - Fee Studies - 13F and Investment Holdings We are here to help your sales team grow, and we understand every firm is different. Take this quiz to see which of our resources is best for you and your investment firm. https://www.dakota.com/self-selection