Experienced master relationship builder, connector and influencer who consistently adds value and helps clients build their business; resulting in revenue generation and asset retention. Have enjoyed engaging for decades with the Latin American community and culture, working with prospects and clients in Central America and South America. Also collaborated with clients and colleagues in and from Europe and Asia as well as co-workers across the United States to achieve consistent results.Have successfully asked humans to open their wallets, now I'd like to ask them to open their wallets and their hearts; with mission driven work such as fundraising and development that has impact and makes a difference in helping to transform lives whether it comes to education and higher learning, arts, or healthcare. Looking both in the non-profit world and/or to invest my time with corporations who have a high level of corporate responsibility and social responsibility to make this world a better place. I have experience managing community outreach and volunteers with grants and sponsorships. I would love the opportunity to do this again. I have extensive ESG training and a strong affinity to corporate governance and sustainability at all levels. Expert in engaging with people on multiple dimensions with a positive energy, presenting business building concepts, promoting ideas and campaigns, giving presentations, empowering people to maximize their potential and motivation, mastering team dynamics, and bringing groups together to achieve goals. After 30 years in investment management, asset management, and international sales, I am ready to transfer the best of my superpowers and skills to contribute to a company's vision, culture and goals and explore what's possible!Strong leadership, persuasion, communication, connector, adaptation, & maximizer skills.
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Client Success ManagerRed OakAustin, Tx, Us -
Chair Of Austin Film Festival’S “Film And Food Fundraising Party” October 25Th, 2023Austin Film FestivalAustin, Tx, Us -
Chair Of Austin Film Festival’S “Film & Food Fundraising Party”Austin Film Festival Feb 2023 - PresentAustin, Tx, Us“Film & Festival Fundraising Party” Director#nonprofit Austin Film Festival 100% of proceeds go to our Young Filmmakers Programs at AFF which provides a year-round exploration of creativity, collaboration, and storytelling to Texas students ages 9 to 18.The Program consists of four key initiatives: the Young Filmmakers Competition, its Annual Summer Film Camp, the Festival and Conference Scholarship Program, and its signature, in-school, Digital Storytelling program, which provides English and Language Arts, TEKS-aligned curriculum on the arts of screenwriting, narrative podcasting, and film production.Get involved in our party with Corporate Sponsorships, be a Featured Restaurant, Donate Silent Auction Items, and/or buy a ticket to our party - it’s going to be an AMAZING night! -
DirectorMfs Investment Management Feb 1995 - Apr 2022Boston, Massachusetts, Us-Grew territory exponentially -Managed portfolio of 100% International clients and collaborated with colleagues in Central & South America, Europe and Asia – working with Internal partner, Investment Managers and Marketing to get results-Maintained strong market share and sticky assets-Consulted with client teams “Mastering Team Dynamics” Using DISC Assessment Tools-Gave advisors personality assessments using DISC and advise on DISC based selling-Presented to client associates and advisors on women empowerment issues-Created and executed presentations on value-add and business building ideas including branding, accountability, generational wealth, personality behavior, & social media use-Distributed to Wirehouses, Independents, and Banks collaborating with Gatekeepers, Branch Managers, Sales Managers, Fund liaisons, Financial Associates and Client Associates-Displayed extensive knowledge of markets and MFS products, focused on sharing MFS’s “why” and mission-In-depth knowledge of Bank and Wirehouses including advisor structure, platforms and ideas that align with home office directed themes-Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and attribution analysis-Active Participant in MFS’s DEI @Mosaic, Women Everywhere, YA Employee Programs-Extensive Sustainability & Environmental, Social, & Governance training -
Emerging Market Trading Assistant IiMfs Investment Management May 1993 - May 1995Boston, Massachusetts, UsManaged statistical programs to analyze various fixed income portfoliosEnsured accuracy and confirmation of trades done on fixed-income deskInteracted with brokerage community screening economic conditions for fund managersPrepared marketing reports for Fund Managers and Regional Sales ManagersLiaison with fund accounting to resolve trade discrepancies with back officeComputed, compiled, and graphed all information for fund reviews to the Trustee BoardCalculated monthly fund statistics for Investment Communications Department -
Corporate Legal Product AssistantMfs Investment Management May 1992 - May 1993Boston, Massachusetts, UsPrepared federal regulatory filings Coordinated and set up all materials for monthly Trustee Board meetingsResearched trademarks and possible infringers of MFSChecked on security information as needed by counsel -
Corporate Communications InternFleet Bank Jan 1992 - May 1992UsManaged two corporate sponsorship programs totaling $200,000Participated in corporate social responsibility programs -
Marketing Communications InternImpression Impact May 1991 - Sep 1991Collaborated in the research, planning and execution of corporate identity programsAssisted in writing and production of training materialsResearched new business development and created media lists
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Alumni Relations SpecialistUniversity Of Arizona Sep 1988 - Jun 1990Tucson, Arizona, Uscold calls to alumni for donations to U of A
Jennifer Whitney Education Details
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The University Of Texas At AustinBusiness Leadership -
Simmons College - Simmons School Of ManagementInternational Business -
Simmons UniversityInternational Business -
Universidad De SevillaBusiness -
University Of ArizonaBusiness/Corporate Communications
Frequently Asked Questions about Jennifer Whitney
What company does Jennifer Whitney work for?
Jennifer Whitney works for Red Oak
What is Jennifer Whitney's role at the current company?
Jennifer Whitney's current role is Client Success Manager.
What schools did Jennifer Whitney attend?
Jennifer Whitney attended The University Of Texas At Austin, Simmons College - Simmons School Of Management, Simmons University, Universidad De Sevilla, University Of Arizona.
Who are Jennifer Whitney's colleagues?
Jennifer Whitney's colleagues are Leann Swanson, Joshua Kelly, Natasha Momberger, Dave Dutch, Lisa Crowder, Scotty Franks, Sheryl Roderick.
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