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 MoranFinancial AdvisorMay 22 - PresentOakland UniversityPersonal Investor - Oakland University Student Managed Investment FundJan 22- May 22Plante MoranWealth Management InternJun 21- Aug 21
Stephen McaliskeyGroup Financial Business AnalystView Profile, stephen mcaliskeyAndres AlcalaInvestment AssociateView Profile, andres alcalaNabil Al KhaledAssociateView Profile, nabil al-khaled