Team Category: Governance, Risk and Compliance

Annie Bundy

Internal Audit Manager

• Annie is responsible for developing and administering the risk-based annual internal audit plan, facilitating periodic examinations with state and national bank regulators and coordinating with external auditors. She has nearly ten years of internal audit experience. Annie received a bachelor’s and a master’s degree from Western Michigan University.

Amari Jewell

Governance Associate

• Amari is responsible for supporting Greenleaf Trust’s governance, risk management and compliance functions, ensuring that regulatory standards are met and internal controls are effectively maintained. Amari holds a bachelor’s degree from Western Michigan University’s Haworth College of Business, bringing a strong foundation in analyzing complex processes, handling risk assessments and performing regulatory research.

Ashleigh Egler-Williams

Audit Associate

• Ashleigh is responsible for performing auditing services throughout the organization to ensure Greenleaf Trust’s fiduciary excellence standards are achieved. Additionally, Ashleigh validates compliance with regulatory requirements, policies, and procedures. She has over five years of experience in quality assurance. Ashleigh received her bachelor’s degree from Grand Valley State University.

Quinn C. McCormick, CAPM^®, CFIRS^®

Senior Compliance Specialist

• Quinn is responsible for assisting with Greenleaf Trust’s compliance and risk management processes through policy and procedure development, regulatory research and implementation and process improvement initiatives. She has been in financial services with Greenleaf Trust for over 10 years and her organizational experience along with her problem solving skill set are essential in supporting our culture of compliance. Quinn is a graduate of Kalamazoo College where she earned her bachelor’s degree in mathematics. She earned her master’s degree in business administration from Western Michigan University and is also a Certified Associate in Project Management^® through the Project Management Institute as well as a Certified Fiduciary Investment Risk Specialist^® through Cannon Financial Institute.