Greenleaf Trust announces new team member designation

August 2019, Kalamazoo, MI – Greenleaf Trust announces new team member designation

Greenleaf Trust is proud to announce Julie Howes Certified Securities Operations Professional designation:

Julie Howes, a Senior Trust Operations Specialist who will celebrate a 10 years at Greenleaf Trust this fall, received her Certified Securities Operations Professional (CSOP) designation. The CSOP designation is the industry standard of excellence for securities operations professionals. The exam is comprised of 150 multiple-choice questions in a three-hour timeframe, and covers securities, regulation, controls, audit practices and more.

Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 25 years of experience in the financial services industry, which includes trust operations and retirement plan services. Julie earned a bachelor’s degree from Central Michigan University and an M.B.A. from Western Michigan University.

With offices in Kalamazoo, Grand Rapids, Birmingham, Traverse City and Bay Harbor, 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.

CONTACT:
Marketing
Greenleaf Trust
269.553.7268
[email protected]