Greenleaf Trust

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Greenleaf Trust Employees

Employee
Years
Job
Industry
Caryn Schierbeek Caryn Schierbeek South Bend, Indiana Area Details
Caryn Schierbeek's Greenleaf Trust Experience November 2009 - May 2011
Job Ministry and Leadership Development Multicultural Ministry
Industry Religious Institutions
Experience
Young Life  May 2014 - Present
Workforce Strategies Inc. - WSI  September 2013 - April 2014
Young Life  October 2011 - November 2013
Workforce Strategies Inc. - WSI  November 2011 - September 2013
The Bridge  January 2012 - December 2012
Greenleaf Trust   November 2009 - May 2011
Greenleaf Trust   March 2009 - November 2009
Greenleaf Hospitality Group  January 2008 - March 2009

Skills
Staff Development, Research, Strategic Planning, Public Speaking, Social Media, Event Planning, Public Relations, Coaching, Digital Media, Talent Acquisition, Vimeo, ProPresenter, Keynote, MaxHire, Delphi, CRM, Interviews, Management

Education
Grand Valley State University   2003 — 2007
BBA, Management/Marketing

Kalamazoo Central High School

Rebecca N. Green CPA CGMA Rebecca N. Green CPA CGMA Kalamazoo, Michigan Area Details
Rebecca N. Green CPA CGMA's Greenleaf Trust Experience 2002 - 2013
Job Senior Finance and Operating Executive
Industry Executive Office
Experience
AmeriFirst Home Mortgage  2015 - Present
MPT&C, Inc.   2014 - 2014
Walther Farms  2013 - 2014
Greenleaf Trust   2002 - 2013
EY  1994 - 2001

Skills
Financial Analysis, Strategic Planning, Team Building, Leadership, Process Improvement, Budgets, Forecasting, Financial Reporting, Accounting, Business Strategy, Risk Management, Strategic Financial..., Coaching, Strategy, Project Management, Analysis, Start-ups, Financial Modeling, Management, Building Relationships, Employee Benefits, Small Business, Managerial Finance, Internal Audit, Compliance, Financial Risk, HR Policies, Key Performance..., Organization, Proofreading, QuickBooks, Writing, Auditing, Financial Planning

Education
University of Notre Dame - Mendoza College of Business
Master of Business Administration (M.B.A.), cum laude

University of Michigan Business School
Bachelor's Degree, Accounting and Finance, With Distinction

Mark A. Jackson, CFA Mark A. Jackson, CFA Kalamazoo, Michigan Details
Mark A. Jackson, CFA's Greenleaf Trust Experience August 2013 - Present
Job Wealth Management Advisor at Greenleaf Trust
Industry Investment Management
Experience
Greenleaf Trust   August 2013 - Present
Climate Cycle  November 2012 - July 2013
ZNE Global   2011 - 2012
BlackRock  2007 - 2010
Deutsche Asset Management  1987 - 2007

Skills
Asset Management, Investment Management, Asset Allocation, Client Counseling, Client Development, Client Portfolio..., Account Management, Business Development, Product Specialist, Financial Analysis, Portfolio Management, Strategic Planning, Due Diligence, Project Management, Personnel Management, Communication Skills, Business Planning, Wealth Management

Education
Capital University
Master of Business Administration (MBA)

The Ohio State University
Bachelor of Science in Business Administration

Brian Mullally Brian Mullally Kalamazoo, Michigan Area Details
Brian Mullally's Greenleaf Trust Experience 2001 - 2007
Job Chief Investment Scientist / CoFounder @TruNorth Capital
Industry Investment Management
Experience
TruNorth Capital Management, LLC   2013 - Present
Barfly Ventures, LLC - Hopcat   April 2014 - 2015
Grand Rapids Drive - NBA D League Affiliate of the Detroit Pistons   April 2014 - 2015
St. Thomas More Student Parish   April 2014 - 2015
Novus Biotech Venture Fund   January 2014 - 2015
Shareholder: Ablative Solutions, eNeura Neuralieve, Real Bio, and Judgment Farms   January 2013 - 2015
Payment Clinic / GlobeFunder Ventures   June 2007 - January 2013
Greenleaf Trust   2001 - 2007
University of Notre Dame  August 1998 - May 2001
Goldman Sachs  1995 - 1997

Skills
Start-ups, Strategy, Leadership, Healthcare, Private Equity, Venture Capital, Strategic Planning, Risk Management, Management, Investments, Business Strategy, Team Building, Entrepreneurship, Corporate Development, Finance, Portfolio Management, Business Development, Asset Management, Strategic Partnerships, Contract Negotiation

Education
University of Notre Dame - Mendoza College of Business   1999 — 2001
MBA

University of Notre Dame Law School   1997 — 2001
JD MBA, Law and Finance

Georgetown University   1991 — 1995
BSFS, International Economics

MCC   1988 — 1991

Katherine Szymanski, Esq. Katherine Szymanski, Esq. Kalamazoo, Michigan Details
Katherine Szymanski, Esq.'s Greenleaf Trust Experience February 2014 - Present
Job Team Service Coordinator II at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   February 2014 - Present
USA Gymnastics  2010 - Present
The Law Offices of James L. Moore, PC   May 2012 - November 2013

Skills
Legal Issues, Legal Research, Trusts, Legal Writing, Courts, Estate Planning, Estate Tax Planning, Domestic Partner..., Wills, Business Planning, Business Continuity..., Small Business, Office Administration, Succession Planning, Exit Strategies, Young Professionals, Trials, Family Law, Hearings, Depositions, Lexis, Gymnastics

Education
Valparaiso University School of Law   2010 — 2013
Doctor of Law (J.D.), Law

Aquinas College   2006 — 2010
Bachelor of Arts (B.A.) - Cum Laude, Political Science and Spanish

Mike Odar, CFA Mike Odar, CFA Kalamazoo, Michigan Details
Mike Odar, CFA's Greenleaf Trust Experience February 1999 - Present
Job President of Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   February 1999 - Present

Skills
Strategic Planning, Wealth Management, Investments, Investment Management, Portfolio Management, Financial Analysis, Strategic Financial..., Finance, Marketing Strategy

Education
University of Chicago   2011 — 2012
Advanced Management Program

Michigan State University   1988 — 1992
Financial Administration

Sarah Johansson Sarah Johansson Kalamazoo, Michigan Details
Sarah Johansson's Greenleaf Trust Experience August 2000 - Present
Job Vice President, Director of Marketing at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   August 2000 - Present

Skills
Marketing Communications, Social Media, Leadership, Sales, Event Planning, Management, Team Building, Event Management, Marketing Strategy, Public Relations, Advertising, Strategic Planning

Education
Albion College

Brandon Bauer Brandon Bauer Greater Grand Rapids, Michigan Area Details
Brandon Bauer's Greenleaf Trust Experience January 2013 - Present
Job Wealth Management at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   January 2013 - Present
Adventis CG  April 2012 - Present
Torrey & Gray  2011 - 2012
PNC Financial Services Group  2008 - 2011

Skills
Financial Modeling, New Business Development, Financial Forecasting, Client Relationship..., Capital Structure, Employee Management, Financial Analysis, Corporate Finance, Financial Accounting, Financial Reporting, CRM, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Forecasting, Management, Analysis, Sales, Leadership, Credit, Credit Analysis, Consulting, Accounting

Education
College for Financial Planning   2014 — 2015
Certified Financial Planner, CFP®

Grand Valley State University - Seidman School of Business   2004 — 2008
BBA, Finance & Business Economics

Kristen Tidd Kristen Tidd Kalamazoo, Michigan Area Details
Kristen Tidd's Greenleaf Trust Experience August 2013 - Present
Job Operations Technician at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   August 2013 - Present
Comerica Bank  March 2003 - August 2013
National Bank of Hastings   September 1999 - February 2003

Skills
Treasury Management, Commercial Lending, Small Business Lending, Loans, Commercial Banking, Risk Management, Credit Analysis, Banking, Consumer Lending, Credit Risk, Mortgage Lending, Credit, Cash Management, Lines Of Credit, Asset Based Lending, Commercial Mortgages, Finance, Loan Origination, Underwriting

Education
Spring Arbor University   2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Business

Kalamazoo Valley Community College
Associate's degree, Business Administration, 3.93/4.00

Michelle Kintz Michelle Kintz Kalamazoo, Michigan Area Details
Michelle Kintz's Greenleaf Trust Experience February 2013 - September 2013
Job Finance Director, MBA, CPAeligible
Industry Pharmaceuticals
Experience
OptiMed Pharmacy, Inc.   April 2015 - Present
Greenleaf Trust   February 2013 - September 2013
HTSE, Inc.   April 2005 - October 2012
Stryker  August 2003 - April 2005
Stryker  December 2000 - August 2003

Skills
Financial Reporting, Financial Accounting, Budget Process, Strategic Leadership, Cost Accounting, Talent Acquisition, Tax Accounting, Project Accounting, Human Resources, Legal Compliance, Corporate Liaison, Forecasting, Cash Flow Management, Payroll Taxes, Accounts Payable, Accounts Receivable, Accounting, Management, Budgets, CPA eligible with exams..., Payroll

Education
Davenport University   2013 — 2014
Master of Business Administration (M.B.A.), Accounting, 3.977

Western Michigan University   2000 — 2003
Bachelor's Degree, Accounting, 3.90

Kalamazoo Valley Community College   1994 — 1997
Associate's Degree, 3.91

Kevin Jawahir, CTFA Kevin Jawahir, CTFA Kalamazoo, Michigan Area Details
Kevin Jawahir, CTFA's Greenleaf Trust Experience December 2013 - Present
Job Vice President, Trust Relationship Officer at Greenleaf Trust
Industry Banking
Experience
Greenleaf Trust   December 2013 - Present
Greenleaf Trust   March 2009 - December 2013
Comerica Bank  November 2007 - February 2009
Irwin Union Bank  July 1999 - November 2007
Michigan National Bank  June 1997 - June 1999

Skills
Loans, Commercial Banking

Education
Kalamazoo College   1988 — 1992

Grand Rapids Catholic Central   1984 — 1988

Michael Ruchti Michael Ruchti Kalamazoo, Michigan Details
Michael Ruchti's Greenleaf Trust Experience December 2013 - Present
Job Chief Financial Officer at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   December 2013 - Present
Green Mountain Coffee Roasters  January 2013 - December 2013
Whirlpool Corporation  March 2012 - January 2013
Whirlpool Corporation  June 2010 - February 2012
Whirlpool Corporation  October 2008 - June 2010
Whirlpool Corporation  January 2008 - October 2008
Whirlpool Corporation  February 2006 - January 2008
AMI Semiconductors, Inc   September 2004 - February 2006
AMI Semiconductors, Inc   June 2003 - September 2004
Standard & Poor's   August 2002 - June 2003

Skills
Financial Forecasting, Strategy, Project Management, Product Marketing, Team Leadership, Relationship Management, Merchandising, Talent Management, Forecasting, Financial Analysis, Pricing, Cross-functional Team..., Financial Modeling, Investment Decisions, Income Statement, Competitive Analysis, Strategic Financial..., Capital Budgeting, Corporate Finance, Strategic Planning

Education
Michigan State University - The Eli Broad College of Business   2000 — 2002
Masters of Business Administration, Finance

Idaho State University   1991 — 1997
BBA, Finance

Judy Marsiglia-Kelly Judy Marsiglia-Kelly Mattawan, Michigan Details
Judy Marsiglia-Kelly's Greenleaf Trust Experience August 2004 - Present
Job Senior Accountant at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   August 2004 - Present
Mattawan Schools   February 2001 - June 2004
Stryker  December 1988 - June 1998

Skills
Financial Analysis, Accounting, Cash Flow, Financial Modeling, QuickBooks, Strategic Financial..., Analysis, Accounts Payable, Financial Reporting, Accruals, General Ledger, Account Reconciliation, Budgets, Financial Planning, Access, Microsoft Office

Education
Western Michigan University - Haworth College of Business   1985 — 1998
Bachelor of Business Administration (B.B.A.), Accounting, 3.5

Kalamazoo Valley Community College

Josh Wheeler, CFA Josh Wheeler, CFA Kalamazoo, Michigan Details
Josh Wheeler, CFA's Greenleaf Trust Experience March 2012 - Present
Job Equity Research Analyst at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   March 2012 - Present
Morgan Stanley  May 2010 - March 2012
St. Charles Capital  August 2009 - April 2010
The Boston Company  June 2008 - August 2008
Vectra Bank Colorado  March 2003 - July 2007
AIG American General  March 2002 - October 2002

Education
The University of Chicago Booth School of Business   2007 — 2009
MBA, Finance, Accounting and Entreprenuership

Hope College   1996 — 2000
BA, Economics

David Furchak David Furchak Kalamazoo, Michigan Details
David Furchak's Greenleaf Trust Experience April 2013 - Present
Job IT Service Specialist at Greenleaf Trust
Industry Banking
Experience
Greenleaf Trust   April 2013 - Present
Keystone Solutions Group  May 2008 - April 2013
Keystone Solutions Group  May 2008 - April 2013
Tek Systems at Western Michigan University   October 2007 - May 2008
Thomson Tax and Accounting  October 2005 - September 2007
Ford Motor Company  2000 - 2005

Skills
Troubleshooting, Manufacturing, Microsoft Office, Excel, Problem Solving, Customer Service, Process Improvement, Windows, Continuous Improvement, Sterilization, Validation, Pricing, Microsoft Excel, Quality System, Medical Devices, ISO 13485, Project Management, Technical Support, Team Building

Education
Western Michigan University   2008 — 2011
GUS - Concentration in Engineering - B.S., Engineering / Liberal Arts

University of Michigan-Dearborn   2001 — 2003

Henry Ford Community College   1998 — 2001
Business, Associates in Business

University of Detroit Mercy   1997 — 1998

Gabriel Richard High School   1993 — 1997

Nicholas Juhle, CFA Nicholas Juhle, CFA Kalamazoo, Michigan Details
Nicholas Juhle, CFA's Greenleaf Trust Experience October 2012 - Present
Job Vice President, Assistant Director of Wealth Management at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   October 2012 - Present
Robert W. Baird  May 2007 - September 2012
Accenture  December 2004 - May 2007
Cerner Corporation  August 2003 - December 2004

Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Equities, Investments, Mergers, Business Valuation, Management Consulting, Corporate Finance, Bloomberg, Private Equity, Portfolio Management, Asset Managment, Due Diligence, Venture Capital, Business Strategy, Business Analysis, Finance, Competitive Analysis, Analysis

Education
University of Michigan - Stephen M. Ross School of Business   1999 — 2003
BBA, Finance, Accounting

Allison Birmingham, CWS® Allison Birmingham, CWS® Kalamazoo, Michigan Area Details
Allison Birmingham, CWS®'s Greenleaf Trust Experience October 2007 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Greenleaf Trust   October 2007 - Present
Citadel Solutions  2006 - 2007
Cargill Investor Services  2005 - 2006

Skills
Financial Analysis, Equities, Wealth Management, Management, Asset Management, Finance, Financial Modeling, Portfolio Management, Microsoft Office, Team Building

Education
Central Michigan University   2001 — 2005
Bachelor of Science in Business Administration, Corporate Finance

Daniel Haines, CFA Daniel Haines, CFA Kalamazoo, Michigan Details
Daniel Haines, CFA's Greenleaf Trust Experience November 2013 - Present
Job Analyst at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   November 2013 - Present
Standard & Poor's   2011 - 2013
AT&T Pension Fund   2010 - 2010
Legacy Trust  2005 - 2009

Skills
Financial Modeling, Valuation, Fixed Income, Credit Analysis, High Yield, Forecasting, Finance, Credit

Education
University of Notre Dame - Mendoza College of Business   2009 — 2011
MBA, Finance

Calvin College   2002 — 2006
B.A., Economics

John Schoolman John Schoolman Greater St. Louis Area Details
John Schoolman's Greenleaf Trust Experience May 1998 - June 2007
Job President and CoFounder at TruNorth Capital Management, LLC
Industry Financial Services
Experience
TruNorth Capital Management, LLC   December 2012 - Present
GlobeFunder Ventures, Inc.   June 2007 - December 2012
Greenleaf Trust   May 1998 - June 2007
National City Bank  May 1992 - June 1998
National City Bank (then First of America Bank)   August 1990 - May 1992

Skills
Strategic Planning, Start-ups, Wealth Management, Product Development, Portfolio Management, Management, Process Improvement, Investments, Leadership, Entrepreneurship, Strategy, Finance, Business Planning, Retirement Planning, Asset Management, Team Building, Financial Services, CTFA, CRSP, Retirement Plans, Registered Investment..., Series 65, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Venture Capital, New Business Development, Consulting, Business Strategy, Asset Managment, Loans

Education
ABA National Graduate Trust School   2004 — 2006
Diploma of Graduation with Honors

ABA National Trust School   2004 — 2004
Diploma of Graduation

University of Illinois at Urbana-Champaign   1986 — 1990
B.S., Agricultural Economics

Ean Hamilton Ean Hamilton Kalamazoo, Michigan Details
Ean Hamilton's Greenleaf Trust Experience November 2014 - Present
Job Trust Relationship Officer at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   November 2014 - Present
Bloomberg BNA  June 2013 - October 2014
Metro Estate Planning, LLC   September 2010 - October 2014

Skills
Powers of Attorney, Estate Planning, Wills, Trusts, LLC, Legal Research, Litigation, Courts, Appeals, Legal Issues, Guardianship, Mediation, Civil Litigation, Legal Writing, Bankruptcy, Commercial Litigation, Legal Assistance, Westlaw, Family Law

Education
Thomas M. Cooley Law School
J.D., Law

University of Michigan
BA, English

Matthew Siel, QPFC Matthew Siel, QPFC Greater Grand Rapids, Michigan Area Details
Matthew Siel, QPFC's Greenleaf Trust Experience July 2012 - Present
Job Vice President, Retirement Plan Division
Industry Financial Services
Experience
Greenleaf Trust   July 2012 - Present
Greenleaf Trust   January 2006 - July 2012
Greenleaf Trust   June 2003 - January 2006
Huntington National Bank  2000 - 2003
Fidelity Investments  1999 - 2000
Actuarial Benefit Administrators   1994 - 1999
Old Kent Bank  1994 - 1994
First Michigan Bank  1992 - 1993
Best Tax Service   1991 - 1992

Skills
Direct Sales, Building Relationships, Sales Management, Consultative Selling, Solution Selling, Salesforce.com, Strategic Planning, Selling, Leadership, Team Building, Finance, Business Development, Banking, Sales, CRM, Investments, New Business Development, Financial Analysis, Financial Services, Relationship Management, Management, Wealth Management, Retirement Planning

Education
ABA National Trust School   2003 — 2003
ABA Graduate, Northwestern University

Leadership West Michigan   2003 — 2003
Certificate of Achievement, None

Central Michigan University   1986 — 1991
B.S.B.A., Accounting

Mary Schiffhauer Mary Schiffhauer Kalamazoo, Michigan Area Details
Mary Schiffhauer's Greenleaf Trust Experience March 2010 - Present
Job Greenleaf Trust Senior Operations Technician
Industry Financial Services
Experience
Greenleaf Trust   March 2010 - Present

Education
University of South Florida   1982 — 1987
BA, Sociology, Women's Studies

Caroline DeNooyer Bartels Caroline DeNooyer Bartels Kalamazoo, Michigan Area Details
Caroline DeNooyer Bartels's Greenleaf Trust Experience 2006 - 2008
Job Director of Brand Management and Graphic Design at Greenleaf Hospitality Group
Industry Marketing and Advertising
Experience
Greenleaf Hospitality Group  February 2015 - Present
Adams Outdoor Advertising  February 2012 - February 2015
The Kalamazoo Institute of Arts   January 2011 - February 2012
STAP   August 2010 - January 2011
Kalamazoo Institute of Arts  May 2010 - August 2010
Chicago Festival Association  August 2009 - December 2009
Greenleaf Trust   2006 - 2008

Skills
Digital Billboards, Social Media, Marketing, Public Relations, Outside Sales, Advertising, Account Management, Social Networking, Business Development, Billboards, Sales, Team Building, Brand Awareness, Mobile Marketing, Social Media Marketing, Event Planning, Corporate Communications, Collateral, Marketing Communications, Business Strategy, Marketing Strategy, Trade Shows, Email Marketing, Direct Marketing

Education
Hope College   2006 — 2010
B.A., Business Management

Kalamazoo Christian High School

Patti Owens Patti Owens Kalamazoo, Michigan Area Details
Patti Owens's Greenleaf Trust Experience October 2004 - September 2005
Job Yes! There Really Is A Kalamazoo!
Industry Real Estate
Experience
Catalyst Development Co., LLC   October 2005 - Present
Greenleaf Trust   October 2004 - September 2005

Skills
Real Estate Development, Public Speaking, Mixed-use, Social Media, Budgets, Event Planning, Strategic Planning, Microsoft Office, Project Management, PowerPoint, Fundraising, Customer Service, Negotiation, Non-profits, Nonprofits, Sales, Social Media Marketing, Contract Negotiation, Commercial Real Estate..., Microsoft Word, Marketing, Community Outreach, Management, Time Management, Office Management, Leadership, Social Networking, Team Building, Public Relations, Hospitality, Property, Event Management, Project Planning, Process Scheduler, Advertising, Volunteer Management, Leadership Development, Community Development, Training, Lease Administration, Grants, Program Development, Economic Development, Redevelopment, Facilities Management, Proposal Writing, Real Estate Economics, Editing, Real Estate

Education
Olivet College   1980 — 1984

Otsego High School

Jennifer O'Connor Jennifer O'Connor Houston, Texas Area Details
Jennifer O'Connor's Greenleaf Trust Experience January 2007 - May 2008
Job Client Relationship Manager at Morningstar
Industry Financial Services
Experience
Morningstar  January 2014 - Present
Morningstar  September 2011 - December 2013
Morningstar  February 2010 - September 2011
Morningstar  July 2008 - February 2010
Greenleaf Trust   January 2007 - May 2008

Skills
Equities, Portfolio Management, Investments, Equity Research, Asset Management, Asset Managment, Financial Services, Relationship Management, Morningstar Direct, Bloomberg, Alternative Investments, Fixed Income, CRM, Investment Management, Mutual Funds, Commodity Markets, Account Management

Education
Western Michigan University - Haworth College of Business   2004 — 2008
Bachelor's, Business-Finance

Azusa Pacific University   2004 — 2006
Business, Finance

Andrew Riker, CFP® Andrew Riker, CFP® Kalamazoo, Michigan Area Details
Andrew Riker, CFP®'s Greenleaf Trust Experience January 2012 - Present
Job Senior Wealth Management Advisor at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   January 2012 - Present
Greenleaf Trust   January 2008 - January 2012
Greenleaf Trust   September 2006 - January 2008
Greenleaf Trust   September 2002 - September 2006

Education
Western Michigan University   2003 — 2007
MBA, Finance

Hope College   1998 — 2002
Business Administration

Kim Vanduine Kim Vanduine Kalamazoo, Michigan Details
Kim Vanduine's Greenleaf Trust Experience January 2013 - Present
Job Project Manager at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   January 2013 - Present
Greenleaf Companies   February 2011 - Present
CPR / Corporate Technologies  2009 - February 2011
Corporate Technologies  2007 - 2009
Corporate Technologies dba CPR   March 2005 - March 2008
CPR  1998 - 2006
Computer Products and Resources, Inc   March 2003 - March 2005

Skills
Data Center, Virtualization, HP, Servers, Active Directory, Security

Education
Grand Rapids Community College   1996 — 1998

Ferris State University   1995 — 1996

David Mange David Mange Kalamazoo, Michigan Area Details
David Mange's Greenleaf Trust Experience 2001 - Present
Job Senior equity research/portfolio mgr at Greenleaf Trust
Industry Investment Management
Experience
Greenleaf Trust   2001 - Present
Battle Creek Unlimited  1988 - 2001

Skills
Financial Analysis, Portfolio Management, Mutual Funds, Bloomberg, Financial Modeling, Wealth Management, Equity Research, Equities, Investments, Asset Management, Leadership, Customer Service, Valuation

Education
Calvin College   1973 — 1977
B.A.

University of Tennessee-Knoxville
M.P.A., Public Admin.

Heidi Butchma Heidi Butchma Kalamazoo, Michigan Area Details
Heidi Butchma's Greenleaf Trust Experience February 2013 - Present
Job Research Associate at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust   February 2013 - Present
United Water  January 2007 - February 2013
SunTrust Bank  June 2000 - August 2004
Crestar Bank  October 1999 - June 2000
Crestar Bank  March 1999 - October 1999
Crestar Bank  March 1998 - March 1999
Crestar Mortgage Corporation  March 1997 - March 1998
Crestar Mortgage Corporation  March 1996 - March 1997
Crestar Mortgage Corporation  January 1995 - March 1996
Crestar Mortgage Corporation  March 1991 - January 1995

Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Project Finance, Sarbanes-Oxley Act, Accounting, Strategic Financial..., Finance, Forecasting, Contract Management, Management, Training

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
M.B.A., Finance, Strategic Planning

Andrews University   1978 — 1982
B.B.A., Accounting, History

Cheryl Hawks Jensen Cheryl Hawks Jensen Greater Detroit Area Details
Cheryl Hawks Jensen's Greenleaf Trust Experience December 2008 - September 2011
Job Wealth Management/Human Resources
Industry Financial Services
Experience
Comerica Bank  October 2012 - Present
Greenleaf Trust   December 2008 - September 2011
Bronson Methodist Hospital  November 2006 - December 2008
Universal Map Enterprises   August 2004 - November 2007
Mecca-Tech, Inc.   February 1996 - September 2003
Jackson National Life  August 1995 - February 1996
Aid Association for Lutherans  February 1992 - August 1995

Skills
Customer Service, Wealth Management, Management, Microsoft Office, Outlook, Microsoft Excel, Strategic Planning, Financial Analysis, Human Resources, Process Improvement, Leadership, Coaching, Organizational..., Team Building, Training, Negotiation

Education
Spring Arbor University   2010 — 2013
Master of Science, Management

Davenport University   1992 — 1994
BBA, General Business

Chris Czopek Chris Czopek Kalamazoo, Michigan Area Details
Chris Czopek's Greenleaf Trust Experience February 2015 - Present
Job Client Fiduciary Specialist at Greenleaf Trust
Industry Accounting
Experience
Greenleaf Trust   February 2015 - Present
Plante & Moran  January 2007 - February 2015
Fifth Third Bank  2001 - 2006
National City Bank  1992 - 2001
First of America Bank/National City Bank   1987 - 1992

Skills
Accounting, Internal Audit, Fiduciary Management, Fiduciary Services, Trust Management, Trust Services, Trust audit, High Net Worth, Portfolio Management, Internal Controls, Regulatory Compliance -..., Trust Regulations, Auditing

Education
Central Michigan University   1984 — 1987
BS BA, Finance, Management

Cannon
Certified Fiduciary and Investment Risk Specialist

Christopher Haenicke Christopher Haenicke Kalamazoo, Michigan Area Details
Christopher Haenicke's Greenleaf Trust Experience December 2002 - January 2015
Job Judge at Eighth Judicial District Court
Industry Financial Services
Experience
Eighth Judicial District Court  February 2015 - Present
Greenleaf Trust   December 2002 - January 2015
Lewis Allen, PC   August 1993 - December 2002

Skills
Wealth Management, Portfolio Management, Commercial Banking, Retirement Planning, Investments, Strategic Financial..., Estate Planning, Financial Analysis

Education
University of Cincinnati College of Law   1990 — 1993
J.D., Law

The Ohio State University   1984 — 1989
B.A., Philosophy

Wendy (Linehan) Cox Wendy (Linehan) Cox Greater Detroit Area Details
Wendy (Linehan) Cox's Greenleaf Trust Experience May 2012 - Present
Job VicePresident, Assistant Director of Personal Trust at Greenleaf Trust
Industry Banking
Experience
Greenleaf Trust   May 2012 - Present
Fifth Third Bank  September 2008 - March 2012
Dykema Gossett PLLC  January 2001 - September 2008
Giarmarco, Mullins & Horton, P.C.   September 1994 - December 2000

Education
University of Michigan   1989 — 1992
J.D.

University of Michigan   1985 — 1989
A.B., English

Claire Rosati Claire Rosati Greater Detroit Area Details
Claire Rosati's Greenleaf Trust Experience March 2015 - Present
Job Wealth Management
Industry Financial Services
Experience
Greenleaf Trust   March 2015 - Present
Citi  November 2011 - March 2015
Barclays Wealth Trustees (U.S), N.A.   May 2010 - November 2011
Barclays Wealth  September 2008 - May 2010

Skills
Attorney, Asset Management, Wealth Management, Investments, Risk Management, Securities, Portfolio Management, Asset Managment, Alternative Investments, Estate Planning, Trusts, Wealth Management..., Hedge Funds, Investment Advisory, Investment Management, Private Banking, Wealth, High Net Worth...

Education
Detroit College of Law at MSU   1982 — 1986
Juris Doctor, Law

University of Michigan   1977 — 1981
Bachelor of Arts, Germanic Languages

Denise Ryder Denise Ryder Kalamazoo, Michigan Area Details
Denise Ryder's Greenleaf Trust Experience 2010 - 2012
Job at
Industry Legal Services
Experience
The Ryder Law Firm   January 2012 - Present
Greenleaf Trust   2010 - 2012
Fifth Third Bank  2008 - 2010
Huntington National Bank  2006 - 2008
National City Bank  2000 - 2006

Skills
Team Building, Budgets, Leadership, Public Speaking, Strategic Planning, Customer Service, Outlook, Microsoft Excel, Research, Coaching, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Teaching, Negotiation, Nonprofits, Event Planning, Training, Banking

Education
Spring Arbor University
Bachelor of Arts (BA), Family Life Education

Spring Arbor University
Master's degree, Organizational Management & Development

Tony Jasinski, CFA Tony Jasinski, CFA Jackson, Mississippi Details
Tony Jasinski, CFA's Greenleaf Trust Experience November 2008 - November 2011
Job Vice President and Portfolio Manager at Trustmark National Bank
Industry Investment Management
Experience
Trustmark National Bank  November 2012 - Present
Greenleaf Trust   November 2008 - November 2011
Edgewater Capital Management   July 2003 - October 2008
Legg Mason Capital Management  2007 - 2008
Conseco Capital Management  July 2000 - June 2003
Scudder Kemper Investments  June 1996 - August 1999

Skills
Equities, Investments, Fixed Income, Mutual Funds, Portfolio Management, Equity Research, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Valuation, Investment Advisory, Financial Analysis, Trading, Wealth Management, Global Macro, Portfolios, Capital Markets, Securities, Value Investing, Financial Planning, Tactical Asset..., Credit, Research, Bonds, Institutional..., Strategic Financial...

Education
Northwestern University - Kellogg School of Management   1995 — 1996
MBA, Finance

University of Michigan - Stephen M. Ross School of Business   1985 — 1988
BBA, Finance and Marketing

East Grand Rapids High School

Alex Weishaar Alex Weishaar Charlotte, North Carolina Details
Alex Weishaar's Greenleaf Trust Experience June 2010 - August 2010
Job Investor Relations Manager at SPX Corporation
Industry Machinery
Experience
SPX Corporation  August 2015 - Present
SPX Corporation  March 2015 - Present
SPX Corporation  September 2013 - March 2015
SPX Corporation  August 2012 - September 2013
SPX Genfare  March 2012 - August 2012
SPX Test and Measurement   July 2011 - March 2012
SPX Sevice Solutions   August 2010 - July 2011
Greenleaf Trust   June 2010 - August 2010
GE  May 2009 - August 2009
Sturgis Molded Products  July 2008 - August 2008

Skills
Finance, Financial Modeling, Forecasting, Sarbanes-Oxley Act

Education
Miami University   2006 — 2010
B.S., Finance

Marie Ouzoonian Marie Ouzoonian Kalamazoo, Michigan Details
Marie Ouzoonian's Greenleaf Trust Experience June 2011 - April 2013
Job Administrative Assistant at Currently Unemployed
Industry Banking
Experience
Currently Unemployed  April 2013 - Present
Greenleaf Trust   June 2011 - April 2013
Greenleaf Trust   2011 - 2013

Education
Western Michigan University   1985 — 1986

Kalamazoo Valley Community College   1980 — 1985
Associate of Arts (AA), Business Administration

George L. Schmadel George L. Schmadel Evansville, Indiana Details
George L. Schmadel's Greenleaf Trust Experience January 1991 - December 1995
Job Coordinator, phone center at The Home Depot
Industry Retail
Experience
The Home Depot  March 1997 - Present
Casino Aztar  January 1995 - March 1997
Greenleaf Trust   January 1991 - December 1995
Petroleum Club, Evansville   June 1990 - August 1993
Days Inn  January 1988 - September 1991
U.S. Army   March 1980 - June 1980

Skills
Customer Service, Schedule Writing, Report Writing, Following Up, Public Address..., Switchboard Operator, Solutions Provider, Cross-functional..., Memorizing current..., Identity checking, Welcomed tourists, Cashiering, Cash Receipts, Personal and Commercial..., Fielded customer..., Hospitality Industry, Food Service

Education
University of Southern Indiana   1978 — 1982
Bachelor of Arts, Public Relations and Communications

Florida Southern College   1977 — 1978
none, Political Science and Government

Goethe-Institut Grafing   1975 — 1976
certificate, German Language and Literature, Exams, Basic conversational competency, Grundstufe I & II

Evansville Day School   1974 — 1975
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.3