Susan W.

Client Service Associate at Diversified Portfolios, Inc

Susan W. is an experienced administrative professional with a diverse background in client service and executive support across various industries. Currently serving as a Client Service Associate at Diversified Portfolios, Inc. since January 2020, Susan has previously held positions such as Executive Assistant to the President at Kenneth J. Dalto & Associates, Executive Assistant to the CEO at H.W. Kaufman Group, and Executive Assistant to the Managing Director at Fakhoury Global Immigration, USA PC. Notable achievements include effectively managing high-level communications, leading substantial tax equalization processes at Deloitte Tax LLP, and improving operational efficiencies at BearingPoint, Inc. and Andersen LLP, where Susan received multiple Employee Recognition Awards. Susan holds an Associate of Applied Science degree in Office Administration from Ferris State University.

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