| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
President/CEO and Partner at Plante Moran Trust |
Plante Moran Trust |
Southfield, Michigan |
Jul 2017–Present |
3 yrs 11 mos |
| 2 |
Partner and Senior Trust Officer |
Plante Moran Trust |
|
Jul 2015–Jun 2017 |
2 yrs |
| 3 |
Senior Trust Officer & Relationship Manager |
Plante Moran Trust |
|
Sep 2009–Jun 2015 |
5 yrs 10 mos |
| 4 |
Senior Financial Planner |
Plante Moran Financial Advisors |
|
May 2002–Sep 2009 |
7 yrs 5 mos |