February 12, 2024
Greenleaf Trust announces the addition of four team members
Greenleaf Trust nears 200 employees with the addition of five team members to the client centric and research teams.
Husain Abdelrahman joins Greenleaf Trust as wealth management systems specialist. He is responsible for the administration of the information systems used by the Wealth Management division at Greenleaf Trust. He also acts as a liaison between business units, vendors and the Business Information Services division to provide resources that enhance the team’s workflows and focus on continuous process improvement. Husain received his Bachelor of Business Administration in computer information systems from Western Michigan University.
Molly Ostrander and Eric Wenzel join the team as wealth management associates. They are responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios. Molly earned her Bachelor of Business Administration in finance from Western Michigan University. Eric earned his bachelor’s degree in finance and accounting from Western Michigan University, and they are both pursuing the CERTIFIED FINANCIAL PLANNER™ certification.
Team Service Coordinator, Olivia Williams joins the team in Birmingham, Michigan. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. She ensures clear, concise communication by coordinating the team’s workflow and acts as an ongoing resource for clients. Olivia graduated from Michigan State University where she earned her bachelor’s degree in psychology and criminal justice.
Nicholas Yealin joins the research team as junior manager selection associate. As a member of the manager selection team, he is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios. Prior to joining Greenleaf Trust, Nick was a consultant at CBIZ primarily working in M&A advisory and business valuation. He received a bachelor’s degree in finance from Western Michigan University where he participated in the Student Managed Investment Fund.
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