Grand Rapids, Michigan, United States
As a Business Development Specialist at H&S Companies, CPAs & Business Advisors, I contribute to the Wealth Management and Tax Team by supporting the onboarding of new clients and identifying advisory opportunities. By assisting advisors in their growth initiatives, I help facilitate seamless client experiences and expand the firm's advisory capabilities. I earned my Bachelor of Business Administration in Business Administration and Management from Grand Valley State University in 2024 and hold an SIE certification issued by FINRA. With strong competencies in strategic marketing, financial planning, and strategic prospecting, my focus is on fostering client success.
Help clients navigate tax planning and wealth management by coordinating with our CPA and advisory teams to ensure they have the right guidance at the right time — from onboarding through long-term financial planning.
• Assisted the wealth management team in client interactions, compliance, and market segmentation. • Developed dashboards via SalesForce to effectively track KPIs • Launched targeted marketing campaigns to enhance client engagement. • Collaborated on various firm projects, contributing to overall operational efficiency.
• Analyzed data-driven analytics to enhance team productivity within the underwriting department. • Gained comprehensive knowledge of the wholesale mortgage industry, including loan pools and underwriting requirements. • Collaborated with operations and capital markets teams to streamline processes and improve integration.