We believe meaningful recognition should be appropriate and deserved. It should be acknowledgement for a job well done.
At the end of the year, we announced the following 20 promotions. These were teammates from throughout the organization who successfully executed customized purposeful growth plans with their coaches. Promotions are always based on merit at Greenleaf Trust, not time in role. Needless to say, I am extremely proud to recognize these teammates and share their new titles with you below.
|Karen Baldwin||EVP, Director of Human Resources|
|Jacob Barker||Senior Manager Selection Analyst|
|Patrick Bruining||Trust Operations Analyst|
|Sharon Conran||Vice-President, Senior Estate Settlement Officer-Team Lead|
|Steve Davis||Wealth Management Advisor|
|Jen Dohm||Senior Team Service Coordinator-
Northern Michigan Team Lead
|Corbin Donaldson||Senior Wealth Management Advisor|
|Mandi Doster||Client Service Associate|
|Brian Farrell||Wealth Management Advisor|
|Taylor Farrell||Digital Marketing and Media Specialist|
|Rosie Hall||Senior Relationship Specialist|
|Nick Juhle||Chief Investment Officer|
|Chuck Knoll||Senior Family Office Portfolio Manager|
|Lisa Luebke||Senior Talent Acquisition Specialist|
|Mike Mikrut||Wealth Management Advisor|
|Rachel Mortensen||Senior Estate Settlement Associate-Team Lead|
|Kate Schafer||Senior Trust Relationship Associate|
|Andrea Stidmon||Assistant Director of Operations|
|Kristen Tidd||Assistant Vice-President, Senior Trust Relationship Officer|
|Garrett Urman||Senior Wealth Management Associate|
I am also proud to recognize this year’s winner of the President’s Award. Each year since 2014, I present the President’s Award to the teammate that has made the greatest impact to the organization during the year. I am the only vote and the recipient receives a handcrafted glass blown trophy created by another teammate (Oliver Krings) as well as an additional monetary bonus. This year that award was given to Lisa Luebke, Senior Talent Acquisition Specialist. Lisa has been directly responsible for recruiting and hiring nearly 20% of our team over the last two years in an extremely competitive and challenging job market. In addition, most of her efforts have had to be done virtually. In 2021, through her efforts we were able to add 16 new talented teammates; one more than she did last year. Congratulations, Lisa!
Finally, I would like to recognize the efforts of our entire team. I am so proud of them. In some ways 2021 was even more difficult than 2020. They worked extremely hard to provide the above-and-beyond service our clients deserve and to support each other. Thanks team!