Greenleaf Trust announces promotions

Greenleaf Trust is proud to announce the promotions of the following teammates:

Salena Al-Saadi has been promoted to Senior CRM Engineer.

Anne Bohl has been promoted to Wealth Management Coordinator II

Chris Burns has been promoted to Vice President, Investment Strategist and Senior Fixed Income Analyst

Hanna Channell has been promoted to Senior CCT Specialist

Bethany Cwalina has been promoted to Senior Executive Assistant to the President

Steve Davis has been promoted to Senior Wealth Management Associate

Autumn From has been promoted to Team Service Coordinator II

Tracy Gauthier has been promoted to Vice President, Director of Compliance

Mark Jackson has been promoted to Vice President, Senior Wealth Management Advisor

Kevin Jawahir has been promoted to Senior Vice President, Director of Personal Trust – Development

Jermaine Johnson has been promoted to Senior Application Systems Analyst

Kelly Jorgensen has been promoted to Senior Family Office Coordinator

Lucas Mansberger has been promoted to Vice President, Investment Strategist and Senior Manager Selection Analyst

Rachel Mortensen has been promoted to Estate Settlement Associate

Marisol Quiroz has been promoted to Tax Specialist

Melina Reed has been promoted to Tax Specialist

Sam Riethman has been promoted to Trader and Fixed Income Associate

Mercedes Sims has been promoted to Trust Operations Analyst

Hayley Smith-Bailey has been promoted to Senior Trust Operations Analyst

Eddie Warr has been promoted to Wealth Management Associate

Beverly Whaley has been promoted to Team Service Coordinator II

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

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