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Wealth Management Associate @Greenleaf Trust
Kalamazoo, US
EMAILS
e••••••@greenleaftrust.com
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2024 — Present
Wealth Management Associate @Greenleaf Trust
Kalamazoo, MI, US
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.
ABOUT ERIC WENZEL
Senior Wealth Management Associate at Greenleaf Trust
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