Wendy Cox

Wendy Cox

Chief Fiduciary Officer at Greenleaf Trust
Southfield , Michigan, United States
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. .Read More
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Current Workspace of Wendy Cox

Greenleaf Trust

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

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Professional Background of Wendy Cox

- Enhanced client satisfaction through effective communication and personalized service.

- Increasing revenue and market share through strategic sales initiatives and effective team management.

- Successfully implemented a streamlined member scheduling system, optimizing the organization's overall employee efficiency.

- Contributed to the success of various projects, leading to increased productivity and company profitability.

- Executing strategic fundraising initiatives to increase donor awareness and support the organization's objectives.

Work Experience of Wendy Cox

Greenleaf TrustGreenleaf Trust
Fifth Third BankFifth Third Bank
DykemaDykema
Giarmarco, Mullins & Horton, P.C.Giarmarco, Mullins & Horton, P.C.

Education Experience of Wendy Cox

University of Michigan

University of Michigan

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