Greenleaf Trust in Kalamazoo had added five team members to the firm’s client-centric research teams in Kalamazoo and Birmingham.
Husain Abdelrahman joins Greenleaf Trust as wealth management systems specialist. He is responsible for the administration of the information systems used by the wealth management division at Greenleaf Trust. He also acts as a liaison between business units, vendors, and the Business Information Services division to provide resources that enhance the team’s workflows and focus on continuous process improvement.
Husain Abdelrahman received his Bachelor of Business Administration in computer information systems from Western Michigan University in Kalamazoo.
Molly Ostrander and Eric Wenzel join the team as wealth management associates. They are responsible for supporting the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning, and the management of investment portfolios. Ostrander earned her Bachelor of Business Administration in finance from Western Michigan University.
Wenzel earned his bachelor’s degree in finance and accounting from Western Michigan University, and they are both pursuing certified financial planner certification.
Team service coordinator Olivia Williams joins the company’s Birmingham office. She is responsible for providing comprehensive administrative support, day-to-day servicing of account needs, and driving the efforts of the client centric team.
Her job will require her to ensure clear, concise communication by coordinating the office’s workflow and acts as an ongoing resource for clients. Williams graduated from Michigan State University in East Lansing where she earned her bachelor’s degree in psychology and criminal justice.
Nicholas Yealin joins the research team as junior manager selection associate. As a member of the manager selection team, he is responsible for supporting the evaluation, selection and ongoing oversight of all external investment managers utilized within client investment portfolios.
Prior to joining Greenleaf Trust, Yealin was a consultant at CBIZ primarily working in mergers and acquisition advisory and business valuation. He received a bachelor’s degree in finance from Western Michigan University where he participated in the Student Managed Investment Fund.
