Chris Whitney
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Chris Whitney Email & Phone Number

ESOP Client Advisor at Spinnaker Trust at Spinnaker Trust
Location: Portland, Maine, United States 9 work roles 1 school
1 work email found @spinnakertrust.com 2 phones found area 207 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@spinnakertrust.com
Direct phone (207) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Spinnaker Trust
Role
ESOP Client Advisor at Spinnaker Trust
Location
Portland, Maine, United States
Company size
27 employees

Who is Chris Whitney? Overview

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Quick answer

Chris Whitney is listed as ESOP Client Advisor at Spinnaker Trust at Spinnaker Trust, a company with 27 employees, based in Portland, Maine, United States. AeroLeads shows a work email signal at spinnakertrust.com, phone signal with area code 207, 800, and a matched LinkedIn profile for Chris Whitney.

Chris Whitney previously worked as ESOP Client Advisor at Spinnaker Trust and Retirement Planning Consultant at Transamerica Retirement Solutions. Chris Whitney holds B.S., Resource Economics/Small Business Management from University Of Vermont.

Company email context

Email format at Spinnaker Trust

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{first_initial}{last}@spinnakertrust.com
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AeroLeads found 1 current-domain work email signal for Chris Whitney. Compare company email patterns before reaching out.

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Profile bio

About Chris Whitney

Retirement plan professional with over 20 years experience in relationship management, sales, consulting and service delivery. Experience with both defined contribution (401(k), Profit Sharing, etc.) and defined benefit (pension, cash balance) retirement plans. I have worked on both the investment side and the plan administration side of retirement plans. Extensive experience working with plan sponsors of retirement plans.Specialties: 401(k)/Profit Sharing PlansRelationship ManagementRetirement Plan DesignRetirement Plan AdministrationFINRA 65-Registered Investment AdvisorCash Balance ConsultantAccredited Investment Fiduciary®FINRA 6 & 63

Listed skills include Defined Benefit, Defined Contribution, Retirement Planning, 401K, and 24 others.

Current workplace

Chris Whitney's current company

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

Spinnaker Trust
Spinnaker Trust
ESOP Client Advisor at Spinnaker Trust
portland, maine, united states
Website
spinnakertrust.com
Employees
27
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9 roles

Chris Whitney work experience

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

Esop Client Advisor

Current
Spinnaker Trust

Portland, Maine Area

Nov 2016 - Present

Director Of Client Services

Actuarial Designs & Solutions, Inc.
Dec 2003 - Dec 2010

Retirement Plan Consultant Manager

Invesmart, Inc.

Portland, Maine Area

Manage a team of Retirement Plan Consultants and Plan Analysts. Overall responsibility for a block of 350 retirement plans. Insured all annual compliance deadlines were met. Primary liaison of key business partner, National Financial Services Corporation. Assisted with the development and ongoing management of department budget. Participate in annual.

Sep 2002 - Dec 2003

Senior Retirement Plan Consultant

Invesmart

Relationship manager for a caseload of 75-100 401(k) plans. Responsible for plan design issues, amendments, year end compliance testing, Form 5500 Series reporting and ongoing administrative issues. Deliver participant enrollment and education meetings to clients.

Feb 2000 - Sep 2002

Project Manager, Business Management Group

Nvest

Responsible for the conversion of current record keeping system to a new record keeping system. Primary responsibilities included oversight of all communication material, statement redesign and operational issues between transfer agency and distributor.

Dec 1999 - Feb 2000

Manager Service Center

Nvest
Jul 1997 - Dec 1999
Team & coworkers

Colleagues at Spinnaker Trust

Other employees you can reach at spinnakertrust.com. View company contacts for 27 employees →

KW Kate Wilkinson Kate Wilkinson Colleague at Spinnaker Trust Portland, Maine, United States, United States View → DP David P. David P. Colleague at Spinnaker Trust Portland, Maine, United States, United States View → KM Kati Morrell Kati Morrell Colleague at Spinnaker Trust Windham, Maine, United States, United States View → MP Michele Pezzuti-Morse Michele Pezzuti-Morse Colleague at Spinnaker Trust Portland, Maine, United States, United States View → DO Drew Oestreicher Drew Oestreicher Colleague at Spinnaker Trust Portland, Maine, United States, United States View → CM Casey Mccormack Casey Mccormack Colleague at Spinnaker Trust Portland, Maine Metropolitan Area, United States View → KP Karen Philbrick Hamblen Karen Philbrick Hamblen Colleague at Spinnaker Trust Portland, Maine, United States, United States View → AG Ainsley Gleason, Ctfa Ainsley Gleason, Ctfa Colleague at Spinnaker Trust Wells, Maine, United States, United States View → SL Sara Lewis Sara Lewis Colleague at Spinnaker Trust Portland, Maine, United States, United States View → RC Richard Curran Richard Curran Colleague at Spinnaker Trust Portland, Maine, United States, United States View →
1 education record

Chris Whitney education

FAQ

Frequently asked questions about Chris Whitney

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

What company does Chris Whitney work for?

Chris Whitney works for Spinnaker Trust.

What is Chris Whitney's role at Spinnaker Trust?

Chris Whitney is listed as ESOP Client Advisor at Spinnaker Trust at Spinnaker Trust.

What is Chris Whitney's email address?

AeroLeads has found 1 work email signal at @spinnakertrust.com for Chris Whitney at Spinnaker Trust.

What is Chris Whitney's phone number?

AeroLeads has found 2 phone signal(s) with area code 207, 800 for Chris Whitney at Spinnaker Trust.

Where is Chris Whitney based?

Chris Whitney is based in Portland, Maine, United States while working with Spinnaker Trust.

What companies has Chris Whitney worked for?

Chris Whitney has worked for Spinnaker Trust, Transamerica Retirement Solutions, Actuarial Designs & Solutions, Inc., Invesmart, Inc., and Invesmart.

Who are Chris Whitney's colleagues at Spinnaker Trust?

Chris Whitney's colleagues at Spinnaker Trust include Kate Wilkinson, David P., Kati Morrell, Michele Pezzuti-Morse, and Drew Oestreicher.

How can I contact Chris Whitney?

You can use AeroLeads to view verified contact signals for Chris Whitney at Spinnaker Trust, including work email, phone, and LinkedIn data when available.

What schools did Chris Whitney attend?

Chris Whitney holds B.S., Resource Economics/Small Business Management from University Of Vermont.

What skills is Chris Whitney known for?

Chris Whitney is listed with skills including Defined Benefit, Defined Contribution, Retirement Planning, 401K, Profit Sharing, Investments, Retirement, and Retirement Plan Consulting.

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