Greenleaf Trust announces new team member designation
August 2019, Kalamazoo, MI – Greenleaf Trust announces new team member designation
Greenleaf Trust is proud to announce Julie Howes Certified Securities Operations Professional designation:
Julie Howes, a Senior Trust Operations Specialist who will celebrate a 10 years at Greenleaf Trust this fall, received her Certified Securities Operations Professional (CSOP) designation. The CSOP designation is the industry standard of excellence for securities operations professionals. The exam is comprised of 150 multiple-choice questions in a three-hour timeframe, and covers securities, regulation, controls, audit practices and more.
Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 25 years of experience in the financial services industry, which includes trust operations and retirement plan services. Julie earned a bachelor’s degree from Central Michigan University and an M.B.A. from Western Michigan University.
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