Greenleaf Trust adds to the Birmingham and Kalamazoo teams:
Emily Wedes joins Greenleaf Trust as a team service coordinator on the client centric team. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. Emily ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. She has a background in non-profit administration and earned a Bachelor’s degree from the University of Michigan in International Studies with a focus in Global Health and Environment.
Robenson Jean-Baptiste also joins the Retirement Plan Division in Birmingham as a participant services coordinator. He provides education and communication services to participants of various retirement plans. He also conducts retirement plan enrollment meetings, meets with plan participants, develops education and informational materials, manages incoming participant inquiries, and processes participant requests. Robenson received his bachelor’s from Florida International University, majoring in Marketing; he brings over 10 years of customer service experience to Greenleaf Trust.
Theresa Cordovano, MBA, EA joins the Operations Division as a tax specialist. She is responsible for supporting the senior tax officer in reviewing returns, as well as tax processing, and assisting the client centric team with IRA questions. Theresa received her Bachelor’s degree in Accounting and Master’s degree in Business Administration from Georgian Court University. She has also earned the Enrolled Agent credential from the Internal Revenue Service.
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