Dan Rinzema, CFA, CFP, CTFA
Chief Client Officer@ Greenleaf Trust
Kalamazoo, Michigan, United States
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Dan Rinzema, CFA, CFP, CTFA is a highly experienced professional with over 20 years of work experience. He has held various positions at Greenleaf Trust, including Chief Client Officer, Vice President, and Director of Wealth Management. He also worked as a Wealth Management Advisor and Investment Officer at Principal Financial Group. Dan has a strong background in finance and has worked with a wide range of clients, including individuals, small businesses, and large corporations. He is currently based in Kalamazoo, Michigan.
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Emails and Phone Numbers

@greenleaftrust.com
@greenleaftrust.com
+1 844778****
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Work Experience

211 South Rose Street, Kalamazoo, MI, 49007, US

Financial Services

175
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Dan Rinzema, CFA, CFP, CTFA's Professional Milestones

  • Chief Client Officer (2014-01-01~): Streamlined client interactions through effective communication and proactive communication strategies.
  • Wealth Management Advisor (2010-01-01~2012-01-01): Analyzing and analyzing financial data to provide valuable insights for strategic decision-making.
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Education

Stanford University Graduate School of Business
Stanford University Graduate School of Business

Graduate School Of Business

2019-2019
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