Julie Mentzer

Client Service Representative at Greenleaf Trust - Kalamazoo, MI, US

Julie Mentzer's Colleagues at Greenleaf Trust
Julie Weston

Team Service Coordinator

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Allison Birmingham

Senior Wealth Management Advisor

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Sam Riethman

Trader and Fixed Income Associate

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Rachel Mortensen

Estate Settlement Associate

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Thomas Bondy

Special Assets Associate

Contact Thomas Bondy

Lisa Hojnacki

Participant Services Coordinator Team Lead

Contact Lisa Hojnacki

Hanna Channell

CCT Specialist

Contact Hanna Channell

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Julie Mentzer's Contact Details
Email (Verified)
***@greenleaftrust.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
269-388-9800
Location
Kalamazoo, Michigan Area
Company
Greenleaf Trust
Julie Mentzer's Company Details
Greenleaf Trust logo, Greenleaf Trust contact details

Greenleaf Trust

Kalamazoo, MI, US • 250 - 499 Employees
Financial Services

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments. Greenleaf Trust is an independently owned business, and we are structured to remain that way. Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account.As one of Michigan's first trust-only banks, we have more than 125 employees working from Greenleaf Trust offices in Kalamazoo, Grand Rapids, Southeast Michigan and Northern Michigan. We are locally owned and managed in Michigan, and deeply rooted within the communities we serve.

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 Wealth Management "Goals Based"​ Wealth Management "Goals Based"​ Family & Foundation Services Endowment & Foundation Services Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Julie Mentzer
Julie Mentzer currently works for Greenleaf Trust.
Julie Mentzer's role at Greenleaf Trust is Client Service Representative.
Julie Mentzer's email address is ***@greenleaftrust.com. To view Julie Mentzer's full email address, please signup to ConnectPlex.
Julie Mentzer works in the Financial Services industry.
Julie Mentzer's colleagues at Greenleaf Trust are Julie Weston, Allison Birmingham, Sam Riethman, Rachel Mortensen, Thomas Bondy, Lisa Hojnacki, Hanna Channell and others.
Julie Mentzer's phone number is 269-388-9800
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