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Dan Rinzema, CFA, CFP, CTFA

Wealth Management Intern

835 followers

Kalamazoo, Michigan, United States

Connect with Dan Rinzema, CFA, CFP, CTFA to Send Message

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Timeline
About me
Chief Client Officer at Greenleaf Trust
Education
- Stanford University Graduate School of Business
  2019 - 2019
  Stanford Executive Program Graduate School of Business
- The University of Iowa Tippie College of Business
  2005 - 2008
  MBA Finance
- Calvin University
  2000 - 2004
  BA Business, Finance, Economics
  Activities and Societies: Track and Field, Math and Economics tutor
Experience
- Morgan Stanley
  Jan 2003 - Jan 2004
  Wealth Management Intern
- Principal Financial Group
  Jan 2004 - Jan 2010
  - Investment Officer
    Jan 2006 - Jan 2010
  - Investment Analyst
    Jan 2004 - Jan 2006
- Greenleaf Trust
  Jan 2010 - now
  - Chief Client Officer
    Jan 2014 - now
  - Vice President and Director of Wealth Management
    Jan 2012 - Dec 2014
  - Wealth Management Advisor
    Jan 2010 - Jan 2012
Licenses & Certifications
- Chartered Financial Analyst (CFA)
  CFA Institute
- Chartered Trust and Financial Advisor (CTFA)
  American Bankers Association
- Certified Financial Planner (CFP)
  CFP Board
- Stanford Executive Program
  Stanford University Graduate School of Business
  Aug 2019
  View certificate
- CFA Institute Charterholder
  CFA Institute
  Jul 2010
  View certificate
Volunteer Experience
- President
  Issued by CFA Society West Michigan
  Associated with Dan Rinzema, CFA, CFP, CTFA
- Board Member
  Issued by DCS FOUNDATION
  Associated with Dan Rinzema, CFA, CFP, CTFA
- Board Member
  Issued by Heritage Community of Kalamazoo
  Associated with Dan Rinzema, CFA, CFP, CTFA

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