Experience

O'Neill Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Lead Advisor

  • Jun 2022 - Present

  Grand Rapids, Michigan, United States I am the lead advisor on our team available to answer any client questions, service client requests, and be a resource to help direct people on their financial journey.

• Director of Client Relations

  • Nov 2020 - Jun 2022

  Grand Rapids, Michigan We help clients build investment portfolios to help set up a better future! As Director of Client Relations I communicate with clients how their portfolios are performing, answer client questions and solve client problems, as well as set up appointments with our company President and head advisor.



Vander Ploeg, Bergakker & Associates

• United States
• Accounting
• 1 - 100 Employee

• Certified Public Accountant

  • Jul 2017 - Oct 2020

  Grand Rapids, Michigan Provided audit, review, and compilation attest services Worked primarily with employee benefit plans, engineering, manufacturing, and non-profit industries Consulted with clients on financial analysis Prepared financial statements Performed walkthroughs of client internal controls Assisted in preparing individual and corporate tax returns



Ranir

• United States
• Consumer Goods
• 1 - 100 Employee

• Finance Contractor

  • Jun 2017 - Jul 2017

  Kentwood, Michigan Revamped internal control records Documented business process across the entire company Completed walkthroughs of several departments



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Assurance Associate

  • Sep 2016 - Apr 2017

  Grand Rapids, MI Developed technical skills in audit risk assessment and obtaining audit evidence Completed substantive and analytical auditing procedures in various environments Performed walkthroughs of client internal controls Conducted multiple inventory counts Focused on auditing manufacturing and distribution companies, and non-profit organizations Served clients from $25 million to $3.5 billion in annual revenue Mentored developing interns



BDO USA

• United States
• Accounting
• 700 & Above Employee

• Assurance Intern

  • Jan 2016 - Mar 2016

  Chicago, IL Performed testing on Cash, Accounts Receivable, Inventory, PP&E, Accounts Payable, Cost of Sales, Payroll Expense, and Accrued Expenses. Gained an understanding of multiple companies by auditing in several different industries Developed strong relationships with clients Built communication skills by interacting with clients and working with them to gain audit evidence Tied out financials for several companies



Trinity Christian College

• United States
• Higher Education
• 300 - 400 Employee

• Student Consultant

  • Aug 2015 - Dec 2015

  Palos Heights, IL A semester long team consulting project looking to enhance client resources, strengthen client relationships, and strengthen client financial pool of resources.



Ozinga

• Wholesale Building Materials
• 300 - 400 Employee

• Accounting Intern

  • May 2014 - Dec 2015

  Mokena, IL Prepared monthly financial reports of multiple entities within the greater Ozinga company. Prepared journal entries on excel workpapers. Created, budgeted, and reported financials for an entire company. Invoiced, billed, and recorded deposits. Recorded shipments and payments for Accounts Payable. Maintained fuel records for company trucks.



Trinity Christian College

• United States
• Higher Education
• 300 - 400 Employee

• Freshmen Year Forum Mentor

  • Aug 2013 - Dec 2013

  Palos Heights, IL I helped mentor new students as they had their first experience with college. I was the leader of 20 students as I helped them transition their way into college lifestyle. Responsibilities included supervising field trips, leading discussion, and advising in social, academic, and spiritual aspects of college.