Mollie Felt, Cfp®
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Mollie Felt, Cfp® Email & Phone Number

Senior Wealth Management Associate at Greenleaf Trust
Location: Sturgis, Michigan, United States 10 work roles 3 schools
2 work emails found @greenleaftrust.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email m****@greenleaftrust.com
LinkedIn Profile matched
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Current company
Greenleaf Trust
Role
Senior Wealth Management Associate
Location
Sturgis, Michigan, United States
Company size
136 employees

Who is Mollie Felt, Cfp®? Overview

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Quick answer

Mollie Felt, Cfp® is listed as Senior Wealth Management Associate at Greenleaf Trust, a with 136 employees, based in Sturgis, Michigan, United States. AeroLeads shows a work email signal at greenleaftrust.com and a matched LinkedIn profile for Mollie Felt, Cfp®.

Mollie Felt, Cfp® previously worked as Wealth Management Associate at Greenleaf Trust and Trader at Greenleaf Trust. Mollie Felt, Cfp® holds Bachelor'S Degree, Accounting from Depaul University.

Company email context

Email format at Greenleaf Trust

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*@greenleaftrust.com
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AeroLeads found 2 current-domain work email signals for Mollie Felt, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Mollie Felt, Cfp®

Mollie Felt, Cfp® is a Senior Wealth Management Associate at Greenleaf Trust. She possess expertise in mutual funds, auditing, valuation, microsoft office, fund accounting and 17 more skills.

Listed skills include Mutual Funds, Auditing, Valuation, Microsoft Office, and 18 others.

Current workplace

Mollie Felt, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Greenleaf Trust
Greenleaf Trust
Senior Wealth Management Associate
kalamazoo, michigan, united states
Website
greenleaftrust.com
Employees
136
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Company profile
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10 roles

Mollie Felt, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Management Associate

Current
Greenleaf Trust
Jul 2024 - Present

Wealth Management Associate

Greenleaf Trust

Kalamazoo, Michigan, United States

Jun 2023 - Jul 2024

Trading Specialist

Greenleaf Trust

Kalamazoo, Michigan

Oct 2017 - Jan 2023

Trust Operations Specialist

Greenleaf Trust

Kalamazoo, Michigan Area

Apr 2016 - Sep 2017

Senior Fund Accountant

Northern Trust

Greater Chicago Area

• Ensure all fund transactions are properly posted to accounting system.• Perform daily valuation audits.• Investigate and resolve cash/position breaks between Custodians. • Apply GAAP and finance principals to numerous asset types. • Carry out relatively complex, extensive, high profile activities e.g. direct interaction with management and other partner areas as the first point of reference for day-to-day queries. • Calculate and deliver net asset values for various investment products, including mutual funds.• Responsible for over 180 people’s paper and paperless packets being saved for audit purposes.

Aug 2013 - Aug 2014

Financial Reporting Intern

Aurora Investment Management

Greater Chicago Area

Jun 2010 - Jun 2011
Team & coworkers

Colleagues at Greenleaf Trust

Other employees you can reach at greenleaftrust.com. View company contacts for 136 employees →

EW Eddie Warr Eddie Warr Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → NB Nicholas Bourbeau Nicholas Bourbeau Colleague at Greenleaf TrustPortage, Michigan, United States View → HS Hayley Smith-Bailey Hayley Smith-Bailey Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View → JD Jen Dohm Jen Dohm Colleague at Greenleaf TrustTraverse City, Michigan, United States View → MO Molly Ostrander Molly Ostrander Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → RJ Regina Jaeger Regina Jaeger Colleague at Greenleaf TrustGreater Saginaw-Midland-Bay City Area, United States View → EK Erin Kiessling Erin Kiessling Colleague at Greenleaf TrustGreater Kalamazoo Area, United States View → TG Tracy Gauthier Tracy Gauthier Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → DR Dan Rinzema, Cfa, Cfp, Ctfa Dan Rinzema, Cfa, Cfp, Ctfa Colleague at Greenleaf TrustKalamazoo, Michigan, United States View → BA Beth Ann L. Beth Ann L. Colleague at Greenleaf TrustKalamazoo, Michigan, United States View →
3 education records

Mollie Felt, Cfp® education

Bachelor'S Degree, Accounting

Depaul University

Activities and Societies: DePaul Graduate Women in Business Club

Education record

Downers Grove North
FAQ

Frequently asked questions about Mollie Felt, Cfp®

Quick answers generated from the profile data available on this page.

What company does Mollie Felt, Cfp® work for?

Mollie Felt, Cfp® works for Greenleaf Trust.

What is Mollie Felt, Cfp®'s role at Greenleaf Trust?

Mollie Felt, Cfp® is listed as Senior Wealth Management Associate at Greenleaf Trust.

What is Mollie Felt, Cfp®'s email address?

AeroLeads has found 2 work email signals at @greenleaftrust.com for Mollie Felt, Cfp® at Greenleaf Trust.

Where is Mollie Felt, Cfp® based?

Mollie Felt, Cfp® is based in Sturgis, Michigan, United States while working with Greenleaf Trust.

What companies has Mollie Felt, Cfp® worked for?

Mollie Felt, Cfp® has worked for Greenleaf Trust, Northern Trust Corporation, Northern Trust, D'Aprile Properties, Llc, and Aurora Investment Management.

Who are Mollie Felt, Cfp®'s colleagues at Greenleaf Trust?

Mollie Felt, Cfp®'s colleagues at Greenleaf Trust include Eddie Warr, Nicholas Bourbeau, Hayley Smith-Bailey, Jen Dohm, and Molly Ostrander.

How can I contact Mollie Felt, Cfp®?

You can use AeroLeads to view verified contact signals for Mollie Felt, Cfp® at Greenleaf Trust, including work email, phone, and LinkedIn data when available.

What schools did Mollie Felt, Cfp® attend?

Mollie Felt, Cfp® holds Bachelor'S Degree, Accounting from Depaul University.

What skills is Mollie Felt, Cfp® known for?

Mollie Felt, Cfp® is listed with skills including Mutual Funds, Auditing, Valuation, Microsoft Office, Fund Accounting, Fund Of Funds, Microsoft Word, and Bonds.

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