July 17, 2019
Greenleaf Trust announces new hire
July 2019, Kalamazoo, MI – Greenleaf Trust announces new hire
Greenleaf Trust is proud to announce the addition of a new team member:
Marisol Quiroz joins Greenleaf Trust as a Wealth Management Assistant in Kalamazoo. She is responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Marisol is currently pursuing her bachelor’s degree in both accounting and finance from Western Michigan University.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Bay Harbor and Traverse City, 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
CONTACT:
Marketing
Greenleaf Trust
269.553.7268
[email protected]