Greenleaf Trust announces new hires

August 2015, Kalamazoo, MI – Greenleaf Trust announces new hires

Rachel A. Mortensen joins Greenleaf Trust as a team service coordinator and is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team. She earned her bachelor’s degree in business administration from Western Michigan University.

Quinn McCormick joins the retirement plan division as a participant services coordinator. She is responsible for conducting retirement plan enrollment meetings, meeting with plan participants, developing educational and informational materials, and supporting the participant call center. A graduate of Kalamazoo College, Quinn earned her bachelor’s degree in mathematics.

About Greenleaf Trust
With offices in Kalamazoo, Birmingham, Traverse City and Petoskey, 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:
Sarah Johansson, VP, Director of Marketing
Greenleaf Trust
269.553.7268
sjohansson@greenleaftrust.com

Download a Copy

Greenleaf Trust announces new hires

Click Here