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.

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.

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.

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.

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.

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.

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.