Mollie Felt
Senior Wealth Management Associate
- Role
- Senior Wealth Management Associate at Greenleaf Trust
- Location
- Sturgis, MI, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
Experience
Senior Wealth Management Associate
Jul 2024 — Present
Education
DePaul University
Bachelor's degree
2009 — 2011
College of DuPage
Associate's degree
2006 — 2009
Skills
- Futures
- Microsoft Excel
- Auditing
- Financial Reporting
- Equity Research
- Valuation
- Fund Accounting
- Finance
- Enterprise Software
- Lotus Notes
- Real Estate Transactions
- Bonds
- Trust Operations
- Trust Services
- Financial Analysis
- Investments
- Mutual Funds
- Electronic Funds Transfer
- Fund of Funds
- Microsoft Office
- Accounting
- Microsoft Word
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