Personal Assistant, LJPR, LLC, A Wealth Management Firm
As the personal assistant to the CEO of one of Michigan’s fastest growing private wealth
management firms, I was responsible for organizing events, including, but not limited to client and
industry events. I also handled his complete schedule, speaking schedule, maintaining high end relationships, marketing, most aspects of customer follow up, keeping his office organized, answering phones, being his liaison with the team members, referral sources, professional referral partners, speaking events, client and firm events and more.