JM
Jenny Moody
Employee Benefits Assistant at Tri Star Trust
View Jenny's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Aug 2015 - Present · 9 years and 4 months
Employee Benefits Assistant
Jan 2016 - Present · 8 years and 11 months
Receptionist
Aug 2015 - Jan 2016 · 5 months
law offices of d todd diederich
Office Manager
Mar 2011 - Jan 2016 · 4 years and 10 months
Company Details
11-50 Employees
At Tri-Star, there’s a purpose to all we do. A higher purpose. One that we state plainly and refer to regularly of “Building caring, genuine relationships that strengthen families and transform our communities." People are our business. Our clients' families and futures are the focus of all our efforts at Tri-Star Trust. As a locally-based, community-focused business, we're striving for something greater than ourselves and our bottom line. Let us help you create a financial strategy that fits for your family, business, or non-profit. Through strong relationships and an intentional purpose, we have grown to a staff of more than 50 professionals, managing over $2 billion in client assets, contributing to more than 160 local nonprofits, and expanding to four convenient locations in central Michigan (Saginaw, Lansing, Midland and Frankenmuth). We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day? Why Tri-Star? - We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special. - We act in good faith and hold ourselves to a higher fiduciary standard. - We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities. Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve. We currently serve over 1,100 relationships and manage over $2 billion in client assets while maintaining 98% client retention. Please visit our website at www.tristartrust.com to learn more.
Year Founded
2000
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
1004 N. Michigan Ave. Saginaw, MI 48602, US
Keywords
InvestmentsTrust ServicesFinancial Planning401(k) PlansEstate PlanningWealth ManagementCharitable PlanningTaxPensionsNonprofits
Discover More About Cleveland Clinic

Find verified contacts of Jenny Moody in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.