Senior Trust Relationship Associate
Current
Aug 2022 - Present
AeroLeads people directory · profile
Beverly Whaley Email & Phone Number
Senior Trust Relationship Associate at Greenleaf Trust
at
Greenleaf Trust
1 work email found
@greenleaftrust.com
4 phones found area 269
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Trust Relationship Associate at Greenleaf Trust
Location
Greater Kalamazoo Area, United States
Company size
Who is Beverly Whaley? Overview
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Quick answer
Beverly Whaley is listed as Senior Trust Relationship Associate at Greenleaf Trust at Greenleaf Trust, a with 136 employees, based in Greater Kalamazoo Area, United States. AeroLeads shows a work email signal at greenleaftrust.com, phone signal with area code 269, and a matched LinkedIn profile for Beverly Whaley.
Beverly Whaley previously worked as Senior Trust Relationship Associate at Greenleaf Trust and Wealth Management Associate at Greenleaf Trust. Beverly Whaley holds Bachelor Of Business Administration - Bba, Finance, General, 3.79 from Davenport University.
Company email context
Email format at Greenleaf Trust
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{first_initial}{last}@greenleaftrust.com
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AeroLeads found 1 current-domain work email signal for Beverly Whaley. Compare company email patterns before reaching out.
Profile bio
About Beverly Whaley
I am a self-motivated and experienced associate with a proven track record of customer service and relationship building with high net-worth clients. I have a strong customer and sales focus and possess highly effective verbal and written communication skills, project management competencies, and team leadership across integrated business units. I am skilled at interpreting vision into strategy and implementing the necessary stream of projects across a variety of departments to achieve desired results. I am driven to meet sales goals, network within my community, and continue to grow within the trust and wealth management industry. With over 18 years experience in the client services field and over 11 years in the financial services industry, I possess a robust and comprehensive knowledge of trust administration, fiduciary compliance, and estate and tax planning strategies.Key Skills and Competencies:- Flourish in problem solving, communicating and organizing and have created an efficient process to manage multiple areas of responsibility and outreach.- Strong ability to read and interpret financial reports and data.- Ability to thrive within a fast-paced business environment.- Highly effective at building relationships and adapting to a wide range of clientele to earn their business and confidence.- In depth understanding of key financial data and bank procedure with the capability to apply it to effective operational architecture.
Listed skills include Baking, Cooking, Food Preparation, Cakes, and 14 others.
Current workplace
Beverly Whaley's current company
Company context helps verify the profile and gives searchers a useful next step.
Greenleaf Trust
13 roles · 22 years
Beverly Whaley work experience
A career timeline built from the work history available for this profile.
Wealth Management Associate
Helped support members of the wealth management team in the development of comprehensive wealth management plans, the execution of goal-based planning, and the management of investment portfolios.
May 2023 - Aug 2023
Owner/Operator
Current
Mark It With A B
I started my own business doing something I'm deeply passionate about....designing cakes! I'm skilled in buttercream and fondant designs and specialize in custom cakes, cupcakes and cake pops.
Oct 2006 - Present
Trust Relationship Associate
Apr 2021 - Aug 2022
Team Service Coordinator Ii
Jan 2021 - Apr 2021
Team Service Coordinator
Mar 2019 - Jan 2021
Private Banking Specialist Iii
Jan 2019 - Mar 2019
Administrative Assistant Ii
Sep 2016 - Jan 2019
Prep Chef
Bell'S Brewery
Jun 2015 - Sep 2016
Administrative Assistant
Sep 2012 - Jun 2015
Pricing Specialist
Old Navy Inc
This job has taught me how to be more accurate with my work and how to balance multiple tasks while being in a busy environment. I currently am in charge of the pricing, marketing and signage of the Old Navy store in Portage, MI. I am a supervisor who leads staff and sets examples for other employees. Customer service is our number one priority and I am constantly motivated to keep it a priority.
May 2010 - Sep 2013
Assistant Manager
Golden Brown Bakery
Working in the food service industry taught me how to handle the fast paced environment with taking orders, cooking, baking and managing a local bakery. I was the assistant manager and I would help with writing schedules, balancing registers and giving direction. I also cashiered, cooked, baked, and provided all around customer service.
Sep 2009 - Nov 2011
Cast Member
2005 - 2008
~3 yrs
Team & coworkers
Colleagues at Greenleaf Trust
Other employees you can reach at greenleaftrust.com. View company contacts for 136 employees →
JW
Julie Weston
Colleague at Greenleaf TrustBirmingham, Michigan, United States
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MJ
Mark Jannott
Colleague at Greenleaf TrustBirmingham, Michigan, United States
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CF
Chrissy Fontana-Cummings
Colleague at Greenleaf TrustSaegertown, Pennsylvania, United States
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AS
Amari Smith
Colleague at Greenleaf TrustGrand Rapids, Michigan, United States
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AF
Ali Fahs, Cfa
Colleague at Greenleaf TrustKalamazoo, Michigan, United States
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DR
Denise Ryder
Colleague at Greenleaf TrustKalamazoo, Michigan, United States
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DK
Deborah Kasemeyer
Colleague at Greenleaf TrustGreater Chicago Area, United States
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CM
Corbin M. Donaldson, Cfp®, Cpwa®, Clu®
Colleague at Greenleaf TrustGrand Blanc, Michigan, United States
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PA
Peggy Anderson
Colleague at Greenleaf TrustUnited States
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KM
Karen Mcnish, Jd, Ctfa
Colleague at Greenleaf TrustMidland, Michigan, United States
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Julie Weston
Colleague at Greenleaf TrustBirmingham, Michigan, United States
View →
MJ
Mark Jannott
Colleague at Greenleaf TrustBirmingham, Michigan, United States
View →
CF
Chrissy Fontana-Cummings
Colleague at Greenleaf TrustSaegertown, Pennsylvania, United States
View →
AS
Amari Smith
Colleague at Greenleaf TrustGrand Rapids, Michigan, United States
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AF
Ali Fahs, Cfa
Colleague at Greenleaf TrustKalamazoo, Michigan, United States
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DR
Denise Ryder
Colleague at Greenleaf TrustKalamazoo, Michigan, United States
View →
DK
Deborah Kasemeyer
Colleague at Greenleaf TrustGreater Chicago Area, United States
View →
CM
Corbin M. Donaldson, Cfp®, Cpwa®, Clu®
Colleague at Greenleaf TrustGrand Blanc, Michigan, United States
View →
PA
Peggy Anderson
Colleague at Greenleaf TrustUnited States
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KM
Karen Mcnish, Jd, Ctfa
Colleague at Greenleaf TrustMidland, Michigan, United States
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3 education records
Beverly Whaley education
Bachelor Of Business Administration - Bba, Finance, General, 3.79
Associate'S Degree, Finance
Education record
Eau Claire High School
FAQ
Frequently asked questions about Beverly Whaley
Quick answers generated from the profile data available on this page.
What company does Beverly Whaley work for?
Beverly Whaley works for Greenleaf Trust.
What is Beverly Whaley's role at Greenleaf Trust?
Beverly Whaley is listed as Senior Trust Relationship Associate at Greenleaf Trust at Greenleaf Trust.
What is Beverly Whaley's email address?
AeroLeads has found 1 work email signal at @greenleaftrust.com for Beverly Whaley at Greenleaf Trust.
What is Beverly Whaley's phone number?
AeroLeads has found 4 phone signal(s) with area code 269 for Beverly Whaley at Greenleaf Trust.
Where is Beverly Whaley based?
Beverly Whaley is based in Greater Kalamazoo Area, United States while working with Greenleaf Trust.
What companies has Beverly Whaley worked for?
Beverly Whaley has worked for Greenleaf Trust, Mark It With A B, Chemical Bank, Bell'S Brewery, and Old Navy Inc.
Who are Beverly Whaley's colleagues at Greenleaf Trust?
Beverly Whaley's colleagues at Greenleaf Trust include Julie Weston, Mark Jannott, Chrissy Fontana-Cummings, Amari Smith, and Ali Fahs, Cfa.
How can I contact Beverly Whaley?
You can use AeroLeads to view verified contact signals for Beverly Whaley at Greenleaf Trust, including work email, phone, and LinkedIn data when available.
What schools did Beverly Whaley attend?
Beverly Whaley holds Bachelor Of Business Administration - Bba, Finance, General, 3.79 from Davenport University.
What skills is Beverly Whaley known for?
Beverly Whaley is listed with skills including Baking, Cooking, Food Preparation, Cakes, Bakery, Food Service, Cookies, and Servsafe.
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