Jennifer Whitney Email & Phone Number
Who is Jennifer Whitney? Overview
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Jennifer Whitney is listed as Client Success Manager at Red Oak, a with 89 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jennifer Whitney.
Jennifer Whitney previously worked as Chair of Austin Film Festival’s “Film and Food Fundraising Party” October 25th, 2023 at Austin Film Festival and Chair of Austin Film Festival’s “Film & Food Fundraising Party” at Austin Film Festival. Jennifer Whitney holds Executive Leadership Continuing Education, Business Leadership from The University Of Texas At Austin.
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About Jennifer Whitney
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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Jennifer Whitney work experience
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Chair Of Austin Film Festival’S “Film And Food Fundraising Party” October 25Th, 2023
Chair Of Austin Film Festival’S “Film & Food Fundraising Party”
Current“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!
Director
-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 Ii
Managed 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 Assistant
Prepared 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 Intern
Managed two corporate sponsorship programs totaling $200,000Participated in corporate social responsibility programs
Marketing Communications Intern
Collaborated in the research, planning and execution of corporate identity programsAssisted in writing and production of training materialsResearched new business development and created media lists
Colleagues at Red Oak
Other employees you can reach at redoakcompliance.com. View company contacts for 89 employees →
David Svrcek
Colleague at Red OakManchaca, Texas, United States
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Stephen Pope
Colleague at Red OakAustin, Texas, United States
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Samantha Askew
Colleague at Red OakAustin, Texas, United States
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Dave Dutch
Colleague at Red OakAustin, Texas, United States
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Lisa Crowder
Colleague at Red OakAustin, Texas, United States
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Jordan Knight
Colleague at Red OakSalt Lake City Metropolitan Area, United States
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Natasha Momberger
Colleague at Red OakBel Air, Maryland, United States
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Patricia Tyler
Colleague at Red OakAustin, Texas Metropolitan Area, United States
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Sheryl Roderick
Colleague at Red OakSalt Lake City Metropolitan Area, United States
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Leann Swanson
Colleague at Red OakMenomonie, Wisconsin, United States
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Jennifer Whitney education
Executive Leadership Continuing Education, Business Leadership
Master Of Business Administration (Mba), International Business
Bachelor Of Arts (B.A.), International Business
Spanish And Iberian Studies, Business
Bachelor Of Arts (B.A.), Business/Corporate Communications
Frequently asked questions about Jennifer Whitney
Quick answers generated from the profile data available on this page.
What company does Jennifer Whitney work for?
Jennifer Whitney works for Red Oak.
What is Jennifer Whitney's role at Red Oak?
Jennifer Whitney is listed as Client Success Manager at Red Oak.
Where is Jennifer Whitney based?
Jennifer Whitney is based in Austin, Texas, United States while working with Red Oak.
What companies has Jennifer Whitney worked for?
Jennifer Whitney has worked for Red Oak, Austin Film Festival, Mfs Investment Management, Fleet Bank, and Impression Impact.
Who are Jennifer Whitney's colleagues at Red Oak?
Jennifer Whitney's colleagues at Red Oak include David Svrcek, Stephen Pope, Samantha Askew, Dave Dutch, and Lisa Crowder.
How can I contact Jennifer Whitney?
You can use AeroLeads to view verified contact signals for Jennifer Whitney at Red Oak, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Whitney attend?
Jennifer Whitney holds Executive Leadership Continuing Education, Business Leadership from The University Of Texas At Austin.
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