Dalton Budrew
Zeeland,MI
Summary
Versatile professional with experience spanning data analysis, finance, customer service, and marketing research. Skilled in statistical methods, financial reporting, and advanced Excel, with proven ability to identify data issues, monitor metrics, and produce clear, high-quality reports. Hands-on experience as a Marketing Research Intern creating written, video, and image content, tracking KPIs, and researching competitor and industry trends to improve site traffic and campaign performance. Strong background in customer service with a track record of professionalism, problem-solving, and client retention. Confident communicator and team player dedicated to delivering results, building relationships, and driving business growth.
Overview
7
7
years of professional experience
Work History
Marketing Research Intern
GreenRock Wealth Management
03.2024 - Current
- Maintained status reports for client projects.
- Assisted in creating written, video, and image content for marketing channels.
- Researched competitor trends and interpreted findings to report conclusions to supervisors.
- Researched interesting and relevant content to capture interest and improve site traffic.
- Wrote engaging and successful marketing, advertising, and website copy.
- Used various market research tools and techniques to gather, analyze and interpret data.
- Tracked key performance indicators to measure success of campaigns.
Data Analyst Intern
GreenRock Wealth Management
03.2022 - Current
- Analyzed complex data sets to identify correlations, patterns, and actionable insights.
- Utilized statistical techniques and large databases to collect, clean, validate, and reconcile data from multiple sources.
- Maintained data integrity through accurate entry, backup, and validation across system platforms.
- Generated and distributed detailed data analysis reports to management, clients, and teammates.
- Presented project progress, outcomes, and recommendations to stakeholders.
- Reviewed business records and documents to extract key information supporting development requests.
- Completed administrative support tasks, including filing, data entry, and documentation for analyst teams.
Customer Service Representative
GreenRock Wealth Management
08.2021 - Current
- Took care of customers quickly and efficiently, providing them with a high level of service that left them feeling satisfied.
- Provided personal and attentive customer service, not only with knowledge of the needs and wants of customers, but also with attentiveness to their personal concerns.
- Responded to customer requests.
- Provided Priority customer support to internal and external customers.
- Helped customers to set up appointments.
- Improved customer satisfaction by collecting customer feedback and making process changes.
- Developed a strong reputation by consistently delivering an excellent level of customer service and maintaining long-term client relationships.
Data Entry Intern
GreenRock Wealth
01.2021 - Current
- Entered and updated subscriber and client information in the eMoney system and organizational databases with speed and accuracy.
- Collected, verified, and corrected data before entry to ensure integrity and prevent duplication or errors.
- Scanned, created, and maintained electronic and physical records, ensuring organized filing systems and accurate documentation.
- Managed databases, mailing lists, and correspondence files to support program operations and client communication.
- Provided technical support through email while maintaining accurate records of interactions.
Sales and Marketing Executive
D Double L Ranch
01.2018 - Current
- Coordinated purchasing, sales, and livestock management while negotiating terms and prices to maximize profitability.
- Researched competitor marketing trends and pricing, analyzing data to adjust sales and marketing strategies.
- Handled customer inquiries with industry knowledge, providing friendly, solution-oriented support throughout the sales process.
- Applied effective closing techniques and built lasting relationships with customers and community members.
- Worked independently with minimal supervision, ensuring smooth operations and client satisfaction.
Financial Analyst Intern
Schipper And Osterink
01.2018 - 01.2020
- Researched and analyzed stocks and mutual funds for financial advisory firm.
- Used Fidelity to create reports and recommended courses of action to upper management.
- Compiled data, created detailed spreadsheets, and analyzed trends to plan the budget and long-term financial goals.
- Tracked real-time financial updates, watch lists, and insurance files to keep everything managed and monitored.
- Monitored and analyzed statistical data trends.
- Participated in conference calls and meetings and interacted with key leaders.
Education
Bachelor of Business - Financial Planning And Services
04.2025
- Dean's List 2022-23
- 3.86 GPA
Bachelor's - Finance
12-2025
- Dean's List 2024-25
- 3.59 GPA
Bachelor's - Marketing
12-2025
- Dean's List 2024-25
- 3.59 GPA
High School Diploma -
05.2021
- Honor Roll throughout all of school
- Awarded Eagles Of Excellence award
- National Honor Society Member
- Summa Cum Laude graduate
- 3.7 GPA
Skills
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint/Keynote), Google Workspace, Pages, and eMoney portal
- Advanced Excel skills, including formulas, data modeling, and spreadsheet development
- Data entry, verification, compilation, and database management with focus on accuracy and integrity
- Strong skills in data analysis, statistics, and financial/economic data interpretation
- Competitive market analysis and business/financial analysis experience
- Skilled in budgeting, expenditures tracking, and sales records/statistics management
- Portfolio construction and logistics modeling expertise
- Courteous, professional, and service-oriented with strong customer communication abilities
- Experienced in client meetings, correspondence, and reminder calls
- Maintaining confidentiality of sensitive client and business data
- Effective at customer retention strategies and handling difficult situations calmly
- Consistently upbeat, positive, and dependable under pressure with strong deadline adherence
Languages
High school level Spanish experience
Accomplishments
- NWBA Champions for the 2017-2018 Season
- Student representative for Eagles of Excellence Gala in 2019
- NSHSS Honors
- Excellence in business award
- Excellence in social studies award
- Midwest scholar athlete
Additional Information
- Volunteered at Lori's Voice – June 15 of 2019 – Berlin Raceway
- Involved in wheelchair basketball - 2012 – present - for the Grand Rapids Pacers, Grand Rapids, Michigan
- 4-H at the Hudsonville Fair 2017-2019
Timeline
Marketing Research Intern - GreenRock Wealth Management
03.2024 - Current
Data Analyst Intern - GreenRock Wealth Management
03.2022 - Current
Customer Service Representative - GreenRock Wealth Management
08.2021 - Current
Data Entry Intern - GreenRock Wealth
01.2021 - Current
Sales and Marketing Executive - D Double L Ranch
01.2018 - Current
Financial Analyst Intern - Schipper And Osterink
01.2018 - 01.2020
Grand Rapids Community College - Bachelor of Business, Financial Planning And Services
Grand Valley State University - Bachelor's, Finance
Grand Valley State University - Bachelor's, Marketing
Hudsonville High School - High School Diploma,
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