Greenleaf Trust announces new hires
Kalamazoo, MI — September 17, 2012
Greenleaf Trust, the Michigan-based wealth management firm, today announced the hiring of two employees who have joined the company’s retirement plan services team.
Bethany L. Cwalina
Participant Services Coordinator
Bethany provides education and communication services to participants of various retirement plans. She also conducts retirement plan enrollment meetings, meets with plan participants, develops educational and informational materials, and supports the participant call center. Bethany has a background in sales planning, training, and customer service. A graduate from Western Michigan University, Bethany earned her degree in Public Relations.
Steven P. Phillips
Participant Services Specialist
Steven provides education and communication services to participants of our retirement plans. He supports the participant call center, helps prepare quarterly newsletters and statements, and processes participant requests while assisting with communication tasks. Steven earned a bachelor’s degree from Western Michigan University in Finance.
Sarah Johansson, VP, Director of Marketing
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