![Mollie Felt](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Mollie Felt
Corporate Officer/Principal en Greenleaf Asset Management, Inc. .
Perfil
Ms. Mollie A.
Felt is a Wealth Management Associate at Greenleaf Asset Management, Inc. She is 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.
She has over 12 years of experience in the financial services industry.
Ms. Felt holds a bachelor’s degree in accounting from DePaul University
Cargos activos de Mollie Felt
Empresas | Cargo | Inicio |
---|---|---|
Greenleaf Asset Management, Inc.
![]() Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Corporate Officer/Principal | 01/06/2023 |
Formación de Mollie Felt.
DePaul University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 1 |
---|---|
Greenleaf Asset Management, Inc.
![]() Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Finance |
- Bolsa de valores
- Insiders
- Mollie Felt