Wendy Cox

Greenleaf Trust

University of Michigan

1985-1989
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About

Focus on top one percent of bank's clients. Looking to help business owners and other wealth individuals plan for themselves and their families. Using experience in the probate litigation and contested estates to help families eliminate conflict and provide for orderly transition of business and family assets. Specialties: Probate and estate planning.

Wendy Cox In Short

Wendy Cox is a highly experienced professional with 29 years of work experience in the banking industry. Based in Southfield, Michigan, she specializes in probate litigation and estate planning. Wendy has worked at reputable institutions such as Greenleaf Trust, Fifth Third Bank, Dykema, and Giarmarco, Mullins & Horton, P.C. She is dedicated to helping business owners and wealth individuals plan for themselves and their families, utilizing her expertise in probate litigation and contested estates to help families eliminate conflict and provide orderly transition of business and family assets.

Wendy Cox's Professional Milestones

  • Trust Relationship Officer (2012-05-01~): Enhanced client satisfaction through effective communication and personalized service.
  • Vice President, Director Private Bank Sales (2008-09-01~2012-03-01): Increasing revenue and market share through strategic sales initiatives and effective team management.
  • Member (2001-01-01~2008-09-01): Successfully implemented a streamlined member scheduling system, optimizing the organization's overall employee efficiency.
  • Senior Associate (1994-09-01~2000-12-01): Contributed to the success of various projects, leading to increased productivity and company profitability.
  • senior vice-president chief fiduciary officer and director of personal trust: Executing strategic fundraising initiatives to increase donor awareness and support the organization's objectives.

Wendy Cox's Emails and Phone Numbers

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Work Experience

Greenleaf Trust

Kalamazoo,Michigan,United States

Financial Services

175
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Fifth Third Bank

Cincinnati,Ohio,United States

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Dykema

Detroit,Michigan,United States

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Giarmarco, Mullins & Horton, P.C.

Troy,Michigan,United States

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Education

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Certification

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Frequently asked questions

What is Wendy Cox's email address?

We found 2 Wendy Cox's email addresses

What is Wendy Cox's phone numbers?

We found 1 Wendy Cox's phone numbers

Which social media profiles does Wendy Cox have?

Wendy Cox's social media include: Linkedin, 

What company does Wendy Cox work for?

Wendy Cox works for Greenleaf Trust

What is Wendy Cox's role in Greenleaf Trust?

Wendy Cox's role in Greenleaf Trust is senior vice-president chief fiduciary officer and director of personal trust

Which industry does Wendy Cox work in?
Wendy Cox works in the industry of Financial Services
Who are Wendy Cox's colleagues?
Wendy Cox's colleagues are Oliver K.,Steve McKiddy,Mike Odar, CFA
What is Wendy Cox's latest job experience?

Wendy Cox's latest job experience is senior vice-president chief fiduciary officer and director of personal trust at Greenleaf Trust

What is Wendy Cox's latest education?

Wendy Cox's latest education in University of Michigan

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Wendy Cox is a highly experienced professional with 29 years of work experience in the banking industry. Based in Southfield, Michigan, she specializes in probate litigation and estate planning. Wendy has worked at reputable institutions such as Greenleaf Trust, Fifth Third Bank, Dykema, and Giarmarco, Mullins & Horton, P.C. She is dedicated to helping business owners and wealth individuals plan for themselves and their families, utilizing her expertise in probate litigation and contested estates to help families eliminate conflict and provide orderly transition of business and family assets.
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