Greenleaf Trust announces 32 promotions

Greenleaf Trust is pleased to announce the promotion of 32 team members across the organization, reflecting the firm’s continued growth and commitment to recognizing talent, leadership and excellence. These promotions span multiple departments and levels, highlighting Greenleaf Trust’s investment in developing its people and strengthening the expertise delivered to clients.

These advancements recognize teammates who consistently demonstrate Greenleaf Trust’s core values and deliver exceptional service to clients. The promotions reflect both individual achievement and the organization’s continued growth.

Brad Baker was promoted to Senior Financial Planning and Analysis Lead

Jamie Botsko was promoted to Senior Family Office Wealth Advisor

T’Ausia Bronson was promoted to Benefits Specialist

Bethany Cwalina was promoted to Senior Executive Assistant to the CEO, Space Planning Manager

Steve Davis was promoted to Senior Wealth Management Advisor

Lyndsay Deery was promoted to Information Security Program Manager

Christy Dewey was promoted to Family Office Service Associate

Mandi Doster was promoted to Estate Settlement Coordinator II

Lisa Hojnacki was promoted to Senior Participant Services Specialist- Team Lead

Chelsea Holmes was promoted to Senior Team Service Coordinator- Training Coordinator

Kevin Jawahir was promoted to SVP, Director of Personal Trust- Development/Market Director Kalamazoo

Robenson Jean-Baptiste was promoted to Participant Services Specialist

Jermaine Johnson was promoted to Business Analyst and Project Management Program Manager

Donna Kelly was promoted to Team Service Coordinator

Seth Kritzman was promoted to AVP, Senior Fixed Income Analyst

Cathie Magill was promoted to Training Program Specialist

Cullen McCormick was promoted to Trust Operations Analyst II

Davis McFalane was promoted to Assistant Director- Family Office

Christina Mena was promoted to Senior Team Service Coordinator

Jeff Pauza was promoted to SVP, Director of Wealth Management

Victor Perez was promoted to Trust Operations Analyst II

Johna Perrin was promoted to Trust Operations Analyst II

Kerri Rosenbaum was promoted to Wealth Management Coordinator II

Jasmine Solis was promoted to Tax Coordinator II

Alex Solis-Mulled was promoted to AVP, Senior Estate Settlement Officer- Team Lead

Brittany Szymczak was promoted to AVP, Senior Tax Officer

Emily Talcott was promoted to Team Service Coordinator II

Natasha Tamminga was promoted to Senior Participant Services Administrator

Todd Tetzlaff was promoted to Technical Service Manager

Garrett Urman was promoted to Senior Wealth Management Advisor

Maggie Walker was promoted to Senior Team Service Coordinator- Team Lead

Lexi Willner was promoted to Senior Trust Operations Analyst

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust 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