Kelly Jorgensen - Email & Phone Number

Sr. Family Office Coordinator at Greenleaf Trust

Kelly Jorgensen is based out of Grand Rapids Metropolitan Area and works at Greenleaf Trust as Sr. Family Office Coordinator.

Kelly Jorgensen's Contact Information

Kelly Jorgensen's Work email

k*****@greenl***.com

Valid

Latest update

October 30, 2025

Location

Grand Rapids Metropolitan Area

Kelly's current employer

Greenleaf Trust

Description

Greenleaf Trust is a wealth management firm with specialized disciplines in asset management, trust administration & retirement plan serv...

Website

greenleaftrust.com

HQ Location

Kalamazoo, MI, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Greenleaf Trust

Frequent questions about Kelly Jorgensen

What company is Kelly Jorgensen working for?

Kelly Jorgensen works for Greenleaf Trust.

What is Kelly Jorgensen's function at Greenleaf Trust?

Kelly Jorgensen is Sr. Family Office Coordinator at Greenleaf Trust.

Where is Kelly Jorgensen based?

Kelly Jorgensen is based out of Grand Rapids Metropolitan Area.

What is Kelly Jorgensen's work email address?

Kelly Jorgensen's professional email address is k*****@greenl***.com

Who are Kelly Jorgensen's co-workers?

Kelly Jorgensen's colleagues are Bethany Cwalina, Mike Odar, Darla Barbarini, Matt Siel, John Welch, 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, Jennifer West, CDFA®, Kristin Bennett, Kim Duine.

Kelly's co-workers

Bethany Cwalina

Senior Executive Assistant to the President

Mike Odar

CEO and President

Darla Barbarini

Executive Assistant to the Chairman and President

Matt Siel

Vice President, Retirement Plans Sales, Michigan

John Welch

Senior Vice President - Market Director

Kevin Jawahir

Senior Vice President, Director of Personal Trust - Development

Victor Perez

Retirement Processing Operations Coordinator

Chris Middleton

Vice President- Assistant Director of Retirement Plan Division

Regina Jaeger

Vice President | Senior Trust Relationship Manager

Karen Bouche

Executive Vice President, Family Office Advisor

Robenson Jean-Baptiste

Retirement Participant Services Coordinator

Peggy Anderson

Senior Vice President - Director of Operations

Albert Little

V.P. Business Development

Lucas Mansberger

Vice President, Investment Strategist & Senior Manager Selection Analyst

David Mange

Vice President & Sr. Research Analyst

Dawn Moore

Vice President, Senior Trust Officer

Anne Bohl

Wealth Management Coordinator

Tom Meyers

Vice President and Senior Trust Relationship Officer

Nicole Asher

Vice President, Senior Wealth Management Advisor

Tracy Gauthier

VP, Director of Compliance

Karen Baldwin

Executive Vice President, Director of Human Resources

Karen McNish

Vice President, Senior Trust Relationship Officer

Sarah Johansson

Senior Vice President, Director of Marketing

James Curry

Vice President, Assistant Director of Wealth Management

Chris Burns

Assistant Director of Research

Thomas DeMeester

Managing Director

Daniel Baker

Director of Business Development

Andrea Stidmon

Assistant Director Of Operations

Katie Mallette

Senior Recordkeeping Analyst - Team Lead

Jennifer West, CDFA®

Managing Director

Kristin Bennett

Assistant Director of Wealth Management

Kim Duine

Assistant Director Of Operations

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