January 1, 2025
Greenleaf Trust announces 33 promotions
Donna Bourbeau was promoted to Client Service Representative II
Nicholas Bourbeau was promoted to Participant Services Administrator
Carlos Clay, Jr. was promoted to Program Team Lead
Elva Clayborn was promoted to Team Service Coordinator II
Holly Crump was promoted to Wealth Management Advisor
Andrew Edgar was promoted to Senior Private Alternatives Analyst
Ashleigh Egler-Williams was promoted to Senior Audit Associate
Brian Farrell was promoted to Senior Wealth Management Advisor
Tracy Gauthier was promoted to Senior Vice President, Director of Compliance
Jocelyn Goheen was promoted to Senior Family Office Coordinator
Rosie Hall was promoted to Senior Relationship Manager – Team Lead
Lisa Hojnacki was promoted to Participant Services Specialist-Team Lead
Michael Holmes was promoted to Assistant Vice President, Senior Trust Relationship Officer
Julie Howes was promoted to Senior Trust Operations Analyst – Team Mentor
Kelly Jorgensen was promoted to Family Office Fiduciary -Grand Rapids
Katie Mallette was promoted to Senior Recordkeeping Specialist-Team Lead
Gabbi May was promoted to Human Resources Specialist
Chris Middleton was promoted to Chief Retirement Plan Officer
Mike Mikrut was promoted to Senior Wealth Management Advisor
Rachel Mortensen was promoted to Estate Settlement Officer – Team Lead
Sam Riethman was promoted to Trader and Senior Fixed Income Associate
Kristen Rollins was promoted to Senior Systems Engineer
Joel Saukas was promoted to Senior Salesforce Administrator
Beth Simon was promoted to Senior Marketing Specialist and Business Development Liaison
Hayley Smith-Bailey was promoted to Assistant Director of Operations – Team and Execution
Alex Solis-Mullen was promoted to Assistant Vice President, Senior Estate Settlement Officer
Jenny Sowell was promoted to Senior Trust Relationship Associate
Jackie Sperling was promoted to Assistant Director of Human Resources
Andrea Stidmon was promoted to Assistant Vice President, Assistant Director of Operations – Strategy and Process
Maria Tomlinson was promoted to Trust Operations Analyst
Megan VanOosten was promoted to Senior Trust Operations Analyst
Nick Yealin was promoted to Manager Selection Associate
Jan Youker was promoted to Senior Team Service Coordinator – Traverse City