Experience

Blue Chip Partners

• United States
• Investment Management
• 1 - 100 Employee

• Executive Assistant

  • Sep 2023 - Present

  Blue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risk and to stay invested when market volatility occurs. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. Show less



Notre Dame Preparatory School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Administrative Assistant

  • Aug 2014 - Jun 2023

  • Strategic support for Principals. • Project management for all functions, responsible for working with all involved to ensure successful outcomes. • Managed requisitions, purchase orders, and contracts to ensure on-time and on-budget delivery. • Day-to-day interaction with teachers, support staff, athletic staff, facilities staff, parents, students, and suppliers. • Ensure all programs are in-line and support the school’s mission. • Maintain safe facility and work environment, work with local law enforcement and security professionals. • Work with Diversity, Equity, and Inclusion (DEI) team to assess current programs, prioritize goals and objectives, and review feedback from staff, parents, and students. • Ensure legal/government compliance for highly confidential health and immunization records. • Designed and continuously updated teacher and student planners. • Primary contact for parents and students. Show less



Holly Academy

• Holly, Michigan, United States

• Substitute Teacher

  • Aug 2011 - Jul 2014



Montessori School of Clarkston

• United States

• Administrative Assistant

  • Mar 2008 - Jul 2011



Primerica Financial Services

• Utica, Michigan, United States

• Regional Leader

  • Jun 1997 - May 2003



Electronic Data Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Engineering Systems Engineer

  • Aug 1992 - May 1997