Anne Umlauf serves as a Senior Vice President on the GreatBanc Client Services team, focused on the administration of ESOP plans and transactions. A member of the GreatBanc team since 2006, she has spent the majority of her career in the retirement plan industry, bringing 35+ years of experience to the role. Her extensive knowledge of institutional trust services make her an invaluable asset to the GreatBanc team.
Ms. Umlauf was in the 401(k) business before making the switch to ESOPs in 1997. “I transitioned to ESOPs as soon as the opportunity became available. Employee-owned organizations are special. I love the way ESOPs can positively impact company culture.”
Outside the office, Anne is involved with Project Linus, an organization that provides handmade quilts and blankets for children in need. She and her husband are also avid ballroom dancers.
Ms. Umlauf holds a Bachelor of Science in Business Administration from Michigan State University and a Master of Business Administration from the University of Detroit. She is a Certified Financial Planner™ (CFP®).
Ask Me About
Skydiving, traveling—especially in Europe
Favorite Quote
“No man ever steps in the same river twice, for it is not the same river and he is not the same man.” – Heraclitis