Austin Suzak
- Role
- Servicing Specialist at Sageview Advisory Group
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
Experience
Servicing Specialist
Nov 2019 — Present · Bloomfield Hills, MI, US
Assisted multiple prospect seminars and followed up with clients to bring in ~$10MM AUM. Successfully transitioned $50MM in assets from one brokerage to another, ensuring a smooth transfer process for clients and mitigating any potential risks. Created client financial reports using Excel, demonstrating strong proficiency in data analysis and spreadsheet management. Consistently built relationships and trust with clients to create more revenue for the company.
Education
Northwood University
Bachelor of Business Administration - BBA, Finance, General
2015 — 2018
Oakland Community College
Associate's Degree, Finance, General
2014 — 2015
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