present
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence
- Implementing cutting-edge technologies to drive business agility and enhance customer experiences.
- Expanding the company's digital footprint through strategic technology implementation and seamless data management.
- Driving strategic data-driven initiatives and optimizing business processes to drive informed decision-making.
- Revolutionizing industry standards through cutting-edge technology and continuous improvement initiatives.
- Implementing cutting-edge technology solutions, driving operational efficiency and achieving breakthrough performance targets.
- Developed cutting-edge network solutions to optimize performance and enable seamless operations.
- Streamlined company's digital platform to streamline document management and enhance organizational efficiency.
- Installing efficient network infrastructure to optimize network performance and enhance network performance.