Katherine Szymanski

associate fiduciary administrator at Greenleaf Trust - Kalamazoo, MI, US

Katherine Szymanski's Colleagues at Greenleaf Trust

Mario Campbell

Personal Trust/Wealth Management Intern

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Beth Ann

Vice President, Risk Management Specialist

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Taylor Farrell

Digital Marketing and Media Specialist

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Kristin Bennett

Assistant Director of Wealth Management

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Katherine Szymanski'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

Company
Greenleaf Trust

Katherine Szymanski's Company 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 Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account.As one of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"â€‹ Wealth Management "Goals Based"â€‹ Family & Foundation Services Endowment & Foundation Services Financial Services Financial Advisory Services Investment Banking Asset Management Finance

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Frequently Asked Questions about Katherine Szymanski

Katherine Szymanski currently works for Greenleaf Trust.

Katherine Szymanski's role at Greenleaf Trust is associate fiduciary administrator.

Katherine Szymanski's email address is ***@greenleaftrust.com. To view Katherine Szymanski's full email address, please signup to ConnectPlex.

Katherine Szymanski works in the Financial Services industry.

Katherine Szymanski's colleagues at Greenleaf Trust are Kelly Reynolds, Happy Raj, Jasmine Solis, Mario Campbell, Beth Ann, Taylor Farrell, Kristin Bennett and others.

Katherine Szymanski's phone number is ["+16165101465","+16165101014"]