Team Category: Operations

Justin Pierson-Butler

Trust Operations Analyst

• Justin is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust Operations Division. Justin graduated from Grand Valley State University where he earned his bachelor’s degree in mathematics and secondary education.

Johna Perkins

Trust Operations Analyst

• Johna is responsible for cash processing as well as providing support to the rest of the Greenleaf Trust operations team. Johna graduated from Davenport University where she earned her bachelor’s degree in accounting.

Mallory LaMontagne

Trust Operations Specialist

• Mallory is responsible for document preparation, account opening and maintenance and assisting the client centric team with the administration of their accounts. Mallory has a bachelor’s degree in business administration from Eastern Michigan University and over 10 years’ experience in financial services, account management and customer service.

Cullen McCormick

Trust Operations Analyst

• Cullen is responsible for facilitating and processing incoming assets for new account funding. He has five years of experience in finance and trust operations. Cullen received his bachelor’s degree in economics from the University of Michigan.

Matthew Kidney

Operations Business Process Analyst

• Matt is responsible for analyzing, redesigning, implementing, monitoring and evaluating process changes in the Operations Division at Greenleaf Trust, working closely with teams across all divisions to understand the overall scope of respective processes. He has over 10 years of experience in financial service roles, successfully leading several process improvement projects resulting in significant cost savings and efficiency gains. A graduate of Davenport University, Matt holds both undergraduate and graduate degrees in finance, data analytics and marketing.

Jasmine Solis

Tax Coordinator

• Jasmine is responsible for tax logistics, including assisting with communicating to tax authorities, and facilitating the dissemination of various reporting and filing of tax returns for clients. She graduated from Western Michigan University with a bachelor’s degree in finance.

Megan VanOosten

Senior Trust Operations Analyst

• Megan is responsible for document preparation, account opening and account maintenance. She actively contributes to maintaining and improving internal processes and procedures and provides support to the client-centric team by addressing their inquiries. Megan has a bachelor’s degree from Grand Valley State University.

Erin Kiessling

Senior Trust Operations Analyst

• Erin is responsible for the settlement of equity, fixed income, and mutual fund trades as well as capital structure changes. She also processes outgoing asset movement. Erin graduated from Kellogg Community College and Siena Heights University where she earned associate’s and bachelor’s degrees in accounting.

Maria Tomlinson

Trust Operations Analyst

• Maria is responsible for account opening, processing and assisting the client centric team with the administration of their accounts. She has nearly ten years of experience in finance and accounts payable. Maria has a bachelor’s degree in communications with a focus in journalism from Walsh University.

Danielle Kubasiak

Senior Trust Operations Analyst - Team Lead

• Danielle provides leadership to the client accounts team and also supports the rest of the Greenleaf Trust Operations Division. She has a combined 15 years of experience in customer and financial services.

Alexa Willner, CAPM®

Trust Operations Analyst

• Alexa is responsible for providing comprehensive administrative support, day-to-day servicing of accounts, including document preparation, account opening and maintenance, and assisting the client centric team with administration of their accounts. Alexa is an alumna of Ball State University, where she graduated magna cum laude with a Bachelor of Science in business administration, concentrating in event coordination and project management, with a minor in leadership studies. She is also a Certified Associate in Project Management through the Project Management Institute.

Victor Perez

Trust Operations Analyst

• Victor is responsible for assisting with the daily processing of transactions for retirement plans serviced by Greenleaf Trust including ACH/Debit payroll contributions, rollovers, loan payoffs and distributions. He also assists with cash processing. Victor earned his bachelor’s degree in finance with a minor in accountancy from Western Michigan University.

Jennifer M. Reisterer-Brand

Senior Trust Operations Analyst-Team Lead

• Jenn’s primary responsibility is to lead the Cash Processing Team in the processing of all transactions regarding personal trust clients along with retirement plans serviced by Greenleaf Trust. Responsibilities include, processing of defined contribution payroll and census files, rollovers, loans, distributions, fees, wires, ACH’s, transfers, etc. Along with supporting the rest of the Greenleaf Trust Operations Division. Jenn has 24 years experience in the personal trust and retirement plan industry and is a graduate of Haworth College of Business at Western Michigan University with a degree in marketing and business.

Hayley Smith-Bailey, CTOP®

Assistant Director of Operations - Team and Execution

• Hayley provides leadership to the Operations Division and is responsible for the daily oversight of trust operations processes. Hayley graduated from Western Michigan University where she earned her bachelor’s degree in electronic business marketing. She has also earned the Certified Trust Operations Professional designation.

Julie L. Howes

Senior Trust Operations Analyst - Team Mentor

• Julie is involved in all aspects of operations, including cash processing, reconcilement, and unique account relationships. She has more than 35 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.