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 Moran Wealth ManagementPartnerJul 24 - PresentPlante MoranFinancial PlannerJun 10- Jul 24MeritorInternApr 09- Aug 09
Katherine KoehnRural Pharmacy CoordinatorView Profile, katherine koehnRichard CarterResource Planning Director SolutionsView Profile, richard carterMandeep JassalTeam Manager Training Cloud Workspace Solutions Learning ServicesView Profile, mandeep jassal