Account Type******* ****Account Owner******** ****Account Opps/Deals******* *****Closed Won • Nov 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Plante MoranWealth Transfer AdvisorAug 21 - PresentMsu Wealth Management AssociationInternal Vice PresidentSep 19- Dec 21Plante MoranPMIA- Wealth Transfer InternJul 20- Aug 20
Amy ClackstoneFinancial ControllerView Profile, amy clackstoneAaron WeaverAccountantView Profile, aaron weaverJay TalbertBusiness ManagerView Profile, jay talbert