We found the following information about Calvin Wiersma at Grand Wealth Management, where this professional has worked as a Associate Advisor and Portfolio Analyst since 2020. Calvin's total work experience is over four years, during which time Calvin Wiersma had at least four jobs at different places to develop skills. Calvin studied at the Grand Valley State University from 2014 to 2017. Calvin currently is located in Marshfield, Wisconsin. You can contact with Calvin by searching for phone or email address or find full information by requesting access to Calvin's additional details from us.
Name variants:
Cal Wiersma,
Vinnie Wiersma
Last updated Jul 05, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ca**@gmail.com, ca**@53.com, ca**@miradorfamilywealth.com
Location
Marshfield, WI
Company
Workplace
Colleagues
Work History
Associate Advisor and Portfolio Analyst
333 Bridge St northwest SUITE 800, Grand Rapids, MI 49504
from Jan 2020
Client Services Associate
111 Lyon St northwest, Grand Rapids, MI 49503
Mirador is a multifamily office built on decades of experience that works with a select group of families who prioritize wealth management and values perpetuation. Our clients seek to preser...
from Jun 2013
Business Planning Intern
333 Bostwick Ave northeast, Grand Rapids, MI 49503
Met with Investigators to discuss budgets and grant planning for the next year. These meetings guided the creation of budgets for twenty labs. I led the process of gather extra information a...
May 2011 — Dec 2012
Owner and Manager
Created and managed College Corn with the goal of learning about small business and earning money for college. Managed the marketing, general operations, production, accounting, and strategy...
Jul 2007 — Aug 2010
Education
2014 — 2017
2009 — 2013
Occupations
Supporting Member
Advisor
Analyst
Accountant
Finance and Accounting Specialist
Team Member
Analysts
Accounting Bookkeeper
Bookkeeper
Skills
Estate and Gift Taxation
Tax Research
High Net Worth Individuals
Microsoft Excel
Financial Projection
Partnership Taxation
Budgets
Business Planning
Non Profits
Teamwork
Microsoft Word
Social Media