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Whitney M. Van Hise
1200 Clinton Street, Hoboken, New Jersey
SUMMARY
Exemplifies leadership and excelling in environments that demand accuracy, consistency and
adaptability. Possesses excellent verbal and interpersonal communication skills along with
concentrated experience and natural aptitude in developing, assessing, managing and maintaining
relationships with high net worth clients.
EXPERIENCE
O’BRIEN WEALTH PARTNERS, LLC
September 2015 – May 2019
Associate Advisor
• Support four senior partners with over 500 clients and $900M dollars in client assets.
• Coordinates, prepares and manages client meetings. Meeting materials include:
performance reviews, financial plans, beneficiary summaries, cash flow planning and
capital gains reports. Responsible for post-meeting communication and follow-up.
Periodically meets with clients in a one-on-one capacity.
• Manages client rollovers, insurance reviews, annuity options, social security and pension
analysis.
• Daily trading of client accounts: rebalancing toward target allocations, cash withdrawals
and investing new money.
• Member of O'Brien's Investment Committee: trusted to add or remove mutual funds and
ETFs across client portfolios in both Traditional and Sustainable Investing portfolios.
Periodically attends fund manager reviews.
• Coordinates weekly Operation Team meetings: discuss and strategize streaming
procedures, strengthen communication and maintain compliance within the firm.
• Financial planning committee member committed to further education on relevant
financial planning topics including: retirement & estate planning, life insurance, social
security, risk management, education planning and charitable gifting.
• Developed client events and organized topics such as: The Money Taboo, Sustainable
Living - both in life & within your portfolio, and Preparing for the Unexpected solidifying your estate documents and your final wishes. Additional events include: COI Center of Influence gatherings, Next Generation networking and Schwab Advisor
Network.
US BANK
May 2011 - June 2015
Banker
• Responsible for developing, managing and maintaining banking relationships with high net
worth clients. Acquired expertise in cash management, portfolio strategies & diversification of
bank products.
• Awarded Star of Excellence 2013 & 2014 as top 10% of Bankers in the Chicago Region.
• Conducted reviews of Trust Documents, Power of Attorney, and Estate Documents to assure
bank compliance.
• Maintained audit compliance procedures as an NMLS certified loan specialist.
• Conducted daily 'Fraud Avoidance' due diligence.
• Analyzed lending documents and underwriting criteria to assess client credit worthiness.
• Prepared, analyzed and executed loan and mortgage closings.
• Interacted daily with Business clients regarding Payment Solutions analysis and Treasury
Management.
Whitney Van Hise
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EDUCATION
NORTH CENTRAL COLLEGE, Chicago/ Naperville, Illinois
2008 – 2012
Bachelor of the Arts, Major - Business Management, Minor - International Business
Upper level courses included: Corporate Finance, Financial Accounting, Managerial
Accounting, Micro, Macro & International Economics, Statistics and Information Systems.
BOSTON UNIVERSITY
2017 - Present
Certified Financial Certificate (in process)
Advanced coursework completed: General Financial Planning Principles, Insurance & Risk
Management, Investment Planning and Taxation Planning.
GLOBAL EXPERIENCE
Born and lived with expatriate parents in Seoul, S. Korea. Lived in Bangkok, Thailand.
Traveled to 26 countries including South Africa, Dubai, United Arab Emirates, Australia,
Greece, Turkey, Sweden, Finland, Estonia, Iceland, Spain, France, Hungary, Italy,
Belgium, Czech Republic, Denmark, Germany, Canada, Austria, Belgium, Vatican City,
Luxembourg, Lichtenstein, Netherlands, England and Scotland.
QUALIFICATIONS
Strong Microsoft Word, Excel and PowerPoint skills. Proficient in Junxure, eMoney,
Cheshire, Orion, and TRX Trading.
Excellent interpersonal, prioritization, time management and written communication skills.
Able to work in teams and independently and can complete tasks with minimal supervision.
ACTIVITIES
FPA- Financial Planning Association of Massachusetts, Member
