Account Type******* ******Account Owner**** *******Account Opps/Deals******* *****Closed Won • Dec 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
Silas WuerthPrivate EquityView Profile, silas wuerthMark BarnesDirector Of InvestmentsView Profile, mark barnesKelley WickerhamFinancial ControllerView Profile, kelley wickerham