Greenleaf Trust Information
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Greenleaf Trust
Summary
Greenleaf Trust is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Kalamazoo, Michigan, USA. The number of employees ranges from 100 to 250. The annual revenue of Greenleaf Trust varies between 25M and 100M. To connect with Greenleaf Trust employee register on SignalHire.
Organization Website | greenleaftrust.com |
Social Links |   |
Phone Number | 269-388-9800 |
Industries | |
Headquarters Location | 211 South Rose Street, Kalamazoo, MI, 49007 US |
Employees Size | 100-200 employees |
Specialties | Wealth Management, Wealth Management "Goals Based", Trust Administration, Retirement Planning, Retirement Plan Administration, Estate Settlement, Family & Foundation Services, Endowment & Foundation Services, Strategic Financial Planning, Asset Managment, Trust |
SIC Code | 7380 |
DMA Code | Grand Rapids Metropolitan Area |
Founded | 1998 |
Estimated Annual Revenue | $25M - 100M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1998 | Privately Held | 250 - 500 | 213.4M | $969M | |
| 1852 | Public Company | 10K - 50K | 2.4B | $171.3M | |
| 2009 | Privately Held | 1 - 25 | 8.1M | $367.3M | |
| 1977 | Privately Held | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Greenleaf Trust shows a diverse range of experience levels:
2% have been with the company for less than 1 year28% for 1–2 years11% for 3–4 years11% for 5–7 years11% for 8–10 years39% have over 11 years of service at Greenleaf TrustEx-employees positions
In Company
In New Company
Contact top employees from
Greenleaf Trust
Regina Jaeger
Vice President | Senior Trust Relationship Manager
Jacob Barker
Assistant Vice President, Senior Manager Selection Analyst
Dawn Moore
Vice President, Senior Trust Officer
Kerri Morgan Rosenbaum
Wealth Management Coordinator
Chelsea Holmes
Senior Team Service Coordinator
Allison Birmingham
AVP, Senior Wealth Management Advisor
Jeannine Stetson
Senior Trust Relationship Officer
Karen Baldwin
Chief Human Resources Officer
Eddie Warr
Senior Wealth Management Associate
Hollie Kemner
Senior Tax Specialist at Greenleaf Trust
Alexandria Solis
Senior Trust and Estate Settlement Officer
Ashleigh Egler
Senior Audit Associate
Oliver Krings
Chief Information Security Officer
Adrian Flores
Intern
Jordan Moore
Intern
Nicole Simon
Relationship Service Associate
K Perry Wolfe
Executive Director of Development
Rick Geyer
IT Service Specialist
Kevin Dalmasi
Scholar
Stacy Beekman
Trust Relationship Officer
Samuel Ellis
Senior Wealth Management Advisor
Bradley Baker
Financial Planning and Analysis Lead
Sarah Pease
Financial Accounting Analyst
Maria Tomlinson
Trust Operations Analyst
Steve McKiddy
Chief Financial Officer
Joel Saukas
Senior Salesforce Administrator
Andrew Edgar
Senior Private Alternatives Analyst
Mike Laske
Senior Wealth Management Advisor
Chris Burns
Assistant Director of Research
Jennifer West
Managing Director
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FAQ
Greenleaf Trust operates in the Finance industries. More details can be found on the official website: greenleaftrust.com.
The headquarters of Greenleaf Trust are located in Kalamazoo, United States.
You can contact Greenleaf Trust by phone at 269-388-9800.
Greenleaf Trust currently employs 100-200 people.
Greenleaf Trust's revenue is approximately 32.2M.
Well-known competitors of Greenleaf Trust include CAN Capital, Loomis, Steadview Capital and SCG Capital.
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