Greenleaf Trust announces the addition of two new teammates in Operations:
Mario Campbell joins our Operations division as a trust operations specialist. Mario’s primary responsibilities include document preparation, account opening and maintenance, and assisting the client centric team with the administration of their accounts. He earned his bachelor’s degree in Finance with a minor in Leadership Business Strategy from Western Michigan University.”
Jayson Briggs joins the Greenleaf Trust team as tax coordinator. Jayson is responsible for tax logistics, including communication with CPAs, and facilitating the dissemination of various reporting and filing of tax returns for clients. Jayson graduated from Western Michigan University with a Bachelor’s degree in finance.
About Greenleaf Trust
With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, 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