Greenleaf Trust announces three new hires and two promotions

November 2019, Kalamazoo and Traverse City, MI – Greenleaf Trust announces three new hires and two promotions

Greenleaf Trust is proud to announce the addition of three new team members:

Jan Crossman joins the Traverse City location as a team service coordinator. She is responsible for providing administrative support, day-to-day servicing of account needs and driving the efforts of the client centric team. Jan has received the Accredited Wealth Management Advisor designation and has over 15 years of experience in finance and client service.

Jessica Johnson joins the team as a senior tax officer. She is responsible for oversight of tax processing and assisting the client centric team with tax questions. Jessica has over a decade of experience in fiduciary income tax, tax planning and estate and trust administration. She has earned the Enrolled Agent credential from the Internal Revenue Service.

Takara McPherson joins the team as an accountant. In addition to providing assistance in the preparation and distribution of individual and consolidated financial statements, Takara’s responsibilities include assisting in the development, implementation and enhancement of financial processes and procedures, as well as the newly implemented budgeting software.

Greenleaf Trust also celebrates the promotion of two employees

Eddie Warr was recently promoted from the Greenleaf Trust internship program to a wealth management assistant – graduate associate. He is 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. Eddie has earned the CFA Institute Investment Foundations certificate.

Marisol Quiroz has completed the Greenleaf Trust internship program and is now a graduate associate – trust operations. She provides support in multiple divisions and practices various roles, including: wealth management assistant, trust operations specialist and recordkeeping assistant.

About Greenleaf Trust

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
marketing@greenleaftrust.com

COVID-19 Updates

As of September 27

Read more
Dismiss