Kathleen Waldron

Retirement Plan Manager at Greenleaf Trust - Kalamazoo, MI, US

Kathleen Waldron's Colleagues at Greenleaf Trust
Julie Mentzer

Client Service Representative

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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

Contact Sam Riethman

Rachel Mortensen

Estate Settlement Associate

Contact Rachel Mortensen

Thomas Bondy

Special Assets Associate

Contact Thomas Bondy

Lisa Hojnacki

Participant Services Coordinator Team Lead

Contact Lisa Hojnacki

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Kathleen Waldron'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, United States
Company
Greenleaf Trust
Kathleen Waldron'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 Our independence eliminates the possibility of your interests being superseded by the policies of some faraway corporate office, and you will never have to worry about the impact a merger or buyout could have on your account.As one of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 Kathleen Waldron
Kathleen Waldron currently works for Greenleaf Trust.
Kathleen Waldron's role at Greenleaf Trust is Retirement Plan Manager.
Kathleen Waldron's email address is ***@greenleaftrust.com. To view Kathleen Waldron's full email address, please signup to ConnectPlex.
Kathleen Waldron works in the Financial Services industry.
Kathleen Waldron's colleagues at Greenleaf Trust are Julie Mentzer, Julie Weston, Allison Birmingham, Sam Riethman, Rachel Mortensen, Thomas Bondy, Lisa Hojnacki and others.
Kathleen Waldron's phone number is 269-388-9800
See more information about Kathleen Waldron