Amari Smith

Amari Smith Email and Phone Number

Wealth Management Associate at Greenleaf Trust @ Greenleaf Trust
kalamazoo, michigan, united states
Amari Smith's Location
Grand Rapids, Michigan, United States, United States
Amari Smith's Contact Details

Amari Smith work email

Amari Smith personal email

n/a
About Amari Smith

Hello, my name is Amari Smith and I am a current graduate student at Western Michigan University. I currently work at Greenleaf Trust as a Wealth Management Associate. Looking forward to connecting and expanding my network :)

Amari Smith's Current Company Details
Greenleaf Trust

Greenleaf Trust

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Wealth Management Associate at Greenleaf Trust
kalamazoo, michigan, united states
Website:
greenleaftrust.com
Employees:
136
Amari Smith Work Experience Details
  • Greenleaf Trust
    Wealth Management Associate
    Greenleaf Trust Jun 2023 - Present
    Grand Rapids, Michigan, United States
    Supporting the wealth management and family office team in the development of comprehensive wealth management plans, the execution of goal-based planning and the management of investment portfolios.
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  • Greenleaf Trust
    Wealth Developer
    Greenleaf Trust Aug 2021 - Jun 2023
    Kalamazoo, Michigan, United States
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  • Greenleaf Trust
    Intern
    Greenleaf Trust Aug 2020 - Aug 2021
    Kalamazoo, Michigan, United States
    Through my internship at Greenleaf, I am rotating through four different departments including: Retirement Plan Division, Operations, Client Centric Team, and Research. As apart of each division my everyday tasks and projects will differ, but my overall goal is to provide a long lasting impact on the organization by assisting in any way that I can.
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  • Alpha Lambda Delta National Honor Society
    Treasurer
    Alpha Lambda Delta National Honor Society Mar 2019 - Dec 2021
    Kalamazoo, Michigan Area
    I keep track of the funds and expenses that the organization spends on a monthly basis, as well as the inflow and outflow of cash in the organization account. I work efficiently and diligently with Microsoft Excel on a daily basis. Through this position, I communicate with the rest of the board members on the current stance of our budget and what money is available for other opportunities.
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Amari Smith Education Details

Frequently Asked Questions about Amari Smith

What company does Amari Smith work for?

Amari Smith works for Greenleaf Trust

What is Amari Smith's role at the current company?

Amari Smith's current role is Wealth Management Associate at Greenleaf Trust.

What is Amari Smith's email address?

Amari Smith's email address is as****@****ust.com

What schools did Amari Smith attend?

Amari Smith attended Western Michigan University, Western Michigan University, East Kentwood High School.

Who are Amari Smith's colleagues?

Amari Smith's colleagues are Daniel Baker, Jennifer West, Cdfa®, Ebenezer Musookho, Allison Birmingham, Cws®, Ccps®, Kelly Jorgensen, Tyler Rayman, Anne Bohl.

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