September 14, 2020, Birmingham and Kalamazoo, MI – Greenleaf Trust announces new hires
Greenleaf Trust is proud to announce the additions of three new team members:
Vasantha joins as estate settlement associate in Birmingham, MI. She is responsible for providing comprehensive administrative support, day to day servicing of account needs, and driving the efforts of the estate settlement team. She is a certified paralegal with 25 years of Estate and Trust Administration experience and a Bachelor of Arts degree in Economics. Vasantha’ s expertise encompasses trust administration, trust and estate accounting, and estate, gift and trust income tax matters.
Demetra LaFayette joins as trust operations specialist. She is responsible for settling equity, fixed income and mutual fund trades for our clients. She works with a variety of teams to coordinate this process. Demetra has a background in the banking and finance industry with several years of experience in trust operations as well as fiduciary investments. Demetra earned a Bachelor’s degree in Organizational Communication from Western Michigan University and a Master’s degree in Organizational Management from Spring Arbor University.
Danielle Kubasiak also joins as trust operations specialist. She is responsible for income posting and cash approvals, along with providing support to the Greenleaf Trust operations team. She has a combined 10 years of experience in customer and financial services.
.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