July 12, 2024
Greenleaf Trust Announces 11 Promotions
Greenleaf Trust is pleased to share the promotions of 11 teammates:
Emily Berlin was promoted to Team Service Coordinator II.
Tiffany Clubs was promoted to Trust Relationship Officer.
Mollie Felt was promoted to Senior Wealth Management Associate.
Danielle Kubasiak was promoted to Senior Trust Operations Analyst – Team Lead.
Luke Paxson was promoted to Senior IT Services Specialist.
Brittany Szymczak was promoted to Senior Tax Officer.
Dawn Schavey was promoted to Team Service Coordinator II.
Brian Schafer was promoted to Wealth Management Advisor.
Jasmine Solis was promoted to Tax Coordinator.
Evan Visuri was promoted to Senior Wealth Management Associate.
Maggie Walker was promoted to Team Service Coordinator II.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor, Traverse City and Midland, Greenleaf Trust is an independent Michigan-chartered trust-only bank, exclusively focused on wealth management, trust and estate administration, and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com
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