Greenleaf Trust
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.
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Verified contacts
194
available on Kipplo
LinkedIn employees
202
51 to 200 range
Open roles
14
across 3 depts
Distinct roles
126
indexed titles
Tech stack
5
tools in use
Monthly traffic
5.0K
organic / mo
Hiring · 14 open positions across 3 departments
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Decision-makers and verified team members
194 contacts with verified email or phone · masked until revealed.
- AS
Andrea Stidmon
Assistant Director of Operations · Operations
EmailPhone - DB
Daniel Baker
Director of Business Development · Sales & Business Development
EmailPhone - DM
Davis McFarlane
Senior Family Office Advisor · Finance & Accounting
EmailPhone - JS
Jackie Sperling
Assistant Director of Human Resources · Human Resources
EmailPhone - JW
Jennifer West
Managing Director · General Business & Management
EmailPhone - KV
Kim van Duine
Assistant Director of Operations · Operations
EmailPhone - TD
Thomas Demeester
Managing Director · General Business & Management
EmailPhone - CM
Chris Middleton
Vice President- Assistant Director of Retirement Plan Division · Finance & Accounting
EmailPhone - DM
Dawn Moore
Vice President, Senior Trust Officer · Finance & Accounting
EmailPhone
Showing 9 of 194 verified contacts
Top roles at Greenleaf Trust
126 distinct titles indexed · top 10 shown.
- 9senior wealth management advisor
- 7team service coordinator
- 6senior wealth management associate
- 6trust relationship officer
- 5tax coordinator
- 5trust operations analyst
- 4wealth management advisor
- 3client service representative
- 3estate settlement coordinator
- 3managing director
- +116more titles
Sign up to unlock all 194 contacts at Greenleaf Trust
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 194 verified contacts at Greenleaf Trust
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