September 15, 2022
Greenleaf Trust adds to the Retirement Plan Division and The Family Office at Greenleaf Trust
Greenleaf Trust is pleased to welcome two new teammates and announce the promotion of Steve Wilbur. Joining the Retirement Plan Division, Greenleaf Trust welcomes Katie Mallette, QPA®, QKA®, ERPA as senior recordkeeping analyst – team lead. Katie’s primary responsibilities include day-to-day recordkeeping of participant retirement accounts and annual compliance work on retirement plans, as well […]
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