Whitney Van Hise

My work experience includes over three years in Wealth Management and four years in Banking. I have a Bachelor’s Degree in Business Management with an emphasis in Finance, Accounting, Economics and Information Systems.

In my most recent role as an Associate Advisor, I was able to balance multiple tasks within the firm that included: supporting four senior partners with client financial analysis, preparing meeting materials, coordinating client events, managing administrative client paperwork, holding crucial roles on our operations team and much more. All of these tasks required attention to detail, adhering to a process of best practices and strict confidentiality.

I am very adaptable and feel I can get the job done!