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Julianne Kaplani

Client Success Manager at Source Advisors

Julianne Kaplani is an accomplished Client Success Manager at Source Advisors since September 2022, specializing in tax consulting services. Prior to this role, Julianne served as an Account Manager at Kaplani Agency Inc. from November 2011 to September 2022, and as an Account Executive and Personal Lines & New Product Manager at Four Star Greenhouse from 2007 to 2011. Julianne began a research career as a Research Coordinator at the University of Michigan from 2002 to 2007, focusing on growth hormone and gene regulation. Currently pursuing an MBA in Business Administration, Management, and Operations at the University of Michigan-Dearborn, Julianne holds a Bachelor of Science in Physical and Biological Anthropology from the University of Michigan.

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