Wiza logo
Wiza logo
Get a demo
Get started for free

Jennifer West, CDFA® - Email & Phone Number

Managing Director at Greenleaf Trust

Jennifer West, CDFA® is based out of Midland, Michigan, United States and works at Greenleaf Trust as Managing Director.

Jennifer West, CDFA®'s Contact Information

Latest update
May 6, 2024
Location
Midland, Michigan, United States

Jennifer West, CDFA®'s Work History

Managing Director
Greenleaf Trust
Apr 2021 - Present
Vice President, Wealth Advisor-TCF Wealth Management
TCF Bank
Aug 2020 - Apr 2021
Vice President, Wealth Advisor
Chemical Bank
Jan 2020 - Aug 2020
Vice President, Retirement Plan Services Business Development Officer
Chemical Bank
Jan 2016 - Jan 2020

Jennifer West, CDFA®'s Education

Bachelor of Science
1993 - 1996
Associate's degree
1991 - 1993

Jennifer West, CDFA®'s Skills

Wealth Management
Loans
Mortgage Lending
Underwriting
Banking
Credit Analysis

Jennifer's current employer

Greenleaf Trust logo

Greenleaf Trust

Description
Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration & retirement plan serv...
HQ Location
Kalamazoo, MI, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Jennifer West, CDFA®

What company is Jennifer West, CDFA® working for?
Jennifer West, CDFA® works for Greenleaf Trust.
What is Jennifer West, CDFA®'s function at Greenleaf Trust?
Jennifer West, CDFA® is Managing Director at Greenleaf Trust.
Where is Jennifer West, CDFA® based?
Jennifer West, CDFA® is based out of Midland, Michigan, United States.
Who are Jennifer West, CDFA®'s co-workers?
Jennifer West, CDFA®'s colleagues are Bethany Cwalina, Mike Odar, Darla Barbarini, Matt Siel, John Welch, Kelly Jorgensen, Kevin Jawahir, Victor Perez, Chris Middleton, Regina Jaeger, Karen Bouche, Robenson Jean-Baptiste, Peggy Anderson, Albert Little, Lucas Mansberger, David Mange, Dawn Moore, Anne Bohl, Tom Meyers, Nicole Asher, Tracy Gauthier, Karen Baldwin, Karen McNish, Sarah Johansson, James Curry, Chris Burns, Thomas DeMeester, Daniel Baker, Andrea Stidmon, Katie Mallette, Kristin Bennett, Kim Duine.
Find anyone's contact info.
Get 20 free email reveals

Jennifer's co-workers

Bethany Cwalina avatar
Bethany Cwalina
Senior Executive Assistant to the President
Mike Odar avatar
Mike Odar
CEO and President
Darla Barbarini avatar
Darla Barbarini
Executive Assistant to the Chairman and President
Matt Siel avatar
Matt Siel
Vice President, Retirement Plans Sales, Michigan
John Welch avatar
John Welch
Senior Vice President - Market Director
Kelly Jorgensen avatar
Kelly Jorgensen
Sr. Family Office Coordinator
Kevin Jawahir avatar
Kevin Jawahir
Senior Vice President, Director of Personal Trust - Development
Victor Perez avatar
Victor Perez
Retirement Processing Operations Coordinator
Chris Middleton avatar
Chris Middleton
Vice President- Assistant Director of Retirement Plan Division
Regina Jaeger avatar
Regina Jaeger
Vice President | Senior Trust Relationship Manager
Karen Bouche avatar
Karen Bouche
Executive Vice President, Family Office Advisor
Robenson Jean-Baptiste avatar
Robenson Jean-Baptiste
Retirement Participant Services Coordinator
Peggy Anderson avatar
Peggy Anderson
Senior Vice President - Director of Operations
Albert Little avatar
Albert Little
V.P. Business Development
Lucas Mansberger avatar
Lucas Mansberger
Vice President, Investment Strategist & Senior Manager Selection Analyst
David Mange avatar
David Mange
Vice President & Sr. Research Analyst
Dawn Moore avatar
Dawn Moore
Vice President, Senior Trust Officer
Anne Bohl avatar
Anne Bohl
Wealth Management Coordinator
Tom Meyers avatar
Tom Meyers
Vice President and Senior Trust Relationship Officer
Nicole Asher avatar
Nicole Asher
Vice President, Senior Wealth Management Advisor
Tracy Gauthier avatar
Tracy Gauthier
VP, Director of Compliance
Karen Baldwin avatar
Karen Baldwin
Executive Vice President, Director of Human Resources
Karen McNish avatar
Karen McNish
Vice President, Senior Trust Relationship Officer
Sarah Johansson avatar
Sarah Johansson
Senior Vice President, Director of Marketing
James Curry avatar
James Curry
Vice President, Assistant Director of Wealth Management
Chris Burns avatar
Chris Burns
Assistant Director of Research
Thomas DeMeester avatar
Thomas DeMeester
Managing Director
Daniel Baker avatar
Daniel Baker
Director of Business Development
Andrea Stidmon avatar
Andrea Stidmon
Assistant Director Of Operations
Katie Mallette avatar
Katie Mallette
Senior Recordkeeping Analyst - Team Lead
Kristin Bennett avatar
Kristin Bennett
Assistant Director of Wealth Management
Kim Duine avatar
Kim Duine
Assistant Director Of Operations
Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.