Michael R. Lee

Professional Profile

In his previous role as an office assistant at Anders, Michael familiarized himself with the firm’s internal processes and provided support valuable support for advisors and partners. His current role as a proposal assistant sees him working with the Strategic Development team to organize meetings for new proposal opportunities from partners, drafting proposals and working with others to edit and polish them before they reach prospective clients. Michael also works with the team to help calculate ERTC eligibility for businesses. He enjoys working as a team to create proposals and write content that shows the firm off to new prospects.

Education & Certifications

• B.A., Creative Writing, Webster University, Webster Groves, MO