Susan W. Email & Phone Number

Bloomfield Hills, Michigan, United States

Diversified Portfolios, Inc. is a fee only investment planning and advisory firm based in Bloomfield Hills, Michigan. We act as a fiduciary in helping people clarify and understand the wealth management issues they face. We provide unbiased investment management based on long-held principles of diversification, cost effectiveness and tax efficiency. What we value most is long term client relationships based on common goals and trust.

Bingham Farms, Michigan

Farmington Hills, Mi

Executive Assistant to the Chairman, President, and CEO of the Kaufman Group and Senior Managing Partner of a leading Michigan Law Firm. Kaufman Group is a global, privately held company, with over 50 offices, primarily engaged in specialty insurance, reinsurance, and real estate in the US, Canada, and the UK.- Provide critical daily support including manage calendar, calls, mail, e-mails, and meetings.- Assess the urgency and importance of situations and take the appropriate action to determine the necessary level of CEO, Executive and/or another attorney involvement.- Meet demanding deadlines, work well under pressure and provide a flexible schedule.- Liaison with internal departments, vendors, contractors, travel agencies and more.

Troy, Mi

Executive Assistant and direct support to Rami Fakhoury, Managing Director of a Global Immigration Law Firm.- Save the Managing Director time by reviewing and responding to 90% of his emails and managing his calendar.- Answer inquiries and redirect to appropriate leaders or departments on behalf of the Managing Director.- Handle sensitive information with the highest degree of integrity and confidentiality.- Coordinate domestic and international travel, lodging accommodations and complete event registrations.- Event planning and coordination for the Managing Director and local office.

Detroit, Mi

Account Support Associate supporting specialized department in Tax. Also provided some Executive Assistant support to the Partner and Executive Director. Act as a central point of contact, assisting over 20 engagements in the People Advisory Services of Global Mobility previously known as Human Capital. - Assist management with the engagement economics (budget and billing, reporting and account planning activities)- Prepare engagement agreements, statements of work and other contractual documents to ensure quality and compliance are accurate- Provide engagement set-up and compliance with the policy. Identified many opportunities for process improvement- Achieved 100% compliance with more than 100 engagements ensuring timely completion of all processes- Leverage work to lower-cost resources improving margins by 1-2 percent- Developed a streamlined notice response process for large clients that saved time and fees- Understanding customer needs and proven ability to build and implement innovative processes to meet needs- Instrumental in improving processes including billing and extension tracking- Research, compile, assimilates and prepares documents. Briefs executives regarding content- Independent judgment and initiative to anticipate the needs of executives and accomplish tasks without direction- Team player, proactively seeks opportunities to help others, will go above and beyond in order to get the job done.- Train coworkers locally and overseas, team leader on special projects.- Volunteered for company-sponsored events

Detroit, Mi

Client Service Associate to Global Employment Services Group- Manage the master list of tax equalization and Canada refunds program for the Firm’s International Cross Border Project Employees- Lead both the tax equalization and Canada refund process that results in annual collections that exceed $1M in tax equalizations and refunds due over $250K in payments due to employee- Created and coordinated the approval to create a payroll deduction/payment plan process for collection of uncollectable equalizations which resulted in over $500K in bad debt collections- Coordinate with both the Global Mobility and International Projects Team(s) to send communications to employees regarding tax preparation process- Work closely with payroll teams to ensure proper income or deduction of tax equalization payments through employee payroll- Maintain the tracking files for all tax advances and tax equalizations for use in year-end process to impute income into the employee’s W-2 - Initiate check requests for payment of balances due for U.S. Federal, State and Local tax returns as well as Canadian National and Provincial tax returns in additional to any tax notices received when balances are the Firm’s responsibility- Contact Federal, State and Canadian tax agencies as required to assist in tax collection and payments and notice response for employee tax filings - Prepare desk procedures and training material to transition workload to colleagues in India- Coordinate the collection of E-Filing Form 8879 IRS e-file Signature Authorization and E-Filing Form 114 Foreign Bank and Financial Accounts Report (FBAR) so that returns can be released to tax authorities- Coordinates and facilitates executive's calendar to arrange appointments and meetings- Recommends actions to be taken on budget expenditures such as maintenance and replenishing supplies- Volunteered for company sponsored events

Southfield, Mi

Administrative Assistant to Global Automotive Manager Director Supported three Managing Directors, one Director, four Senior Managers- Provided administrative support for a team that managed a relationship with a strategic automotive client- Managed communication and participation of 15 automotive Chief Executive level executives in Best Practices Forums- Worked to continuously improve operations; saved department over $2,000 by having color-handouts produced in house vs. outside vendor- Front office management, greet clients, answer multiple line phones, maintain contact and mailing lists, event planning, operate and coordinate maintenance of office equipment, order supplies, receive and distribute mail and packages

Detroit, Mi

Executive Assistant to the Michigan Market Share Leadership Team 2001 – 2002- Provided administrative support for two Partners and nine Managers- Improved Lead Partner’s efficiency by managing in-bound communications- Managed document preparation from the draft stage to client-ready work- Coordinated billing and collections for two Business Solution Teams- Received Employee Recognition Awards for outstanding performances four times in one year, including for contributions to winning one large proposalStaffing Coordinator 1997 – 2001- Maintained over 300 staff schedules for three regional groups consisting of Supply Chain, JD Edwards and Mergers and Acquisitions in Business Consulting- Increased productivity for Regional Directors by researching global consultant availabilitySupervisor and Executive Assistant 1995 – 1997- Supervised and managed the development of three Executive Assistants- Coordinated all activities associated with a comprehensive practice auditExecutive Assistant to Business Consulting Leadership 1991 – 1995- Managed operations for Lead Partner of the business consulting organization- Customized and facilitated in-house orientation for all new employees within the department