Chris Whitney Email & Phone Number
Vice President @ Spinnaker Trust
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Chris Whitney Location
- Portland, ME, US
Chris Whitney Work
- 2025 -now Vice President @
- 2016 -2024 ESOP Client Advisor @
- 2013 -2016 Retirement Planning Consultant @
- 2010 -2013 Vice President @
- 2003 -2010 Director of Client Services @
- 2002 -2003 Retirement Plan Consultant Manager @ Invesmart, Inc.
- 2000 -2002 Senior Retirement Plan Consultant @ Invesmart
- 1999 -2000 Project Manager, Business Management Group @ Nvest
- 1997 -1999 Manager Service Center @ Nvest
- 1994 -1997 Supervisor Participant Services @
Chris Whitney Education
- University of Vermont
B.S. (Resource Economics/Small Business Management)
1986-1992
Chris Whitney Skills
- Retirement Plan Consulting
- Series 65
- Registered Investment Advisor
- Business Relationship Management
- New Business Development
- 401k
- Partner Relationship Management
- Retirement Plans
- Pension Administration
- Defined Benefit
- Qualified Retirement Plans
- Defined Contribution
- Investments
- Asset Allocation
- Profit Sharing
- Relationship Management
- Retirement Planning
- Wealth Management
- Partner Management
- Pensions
- Retirement
- Management
- Mutual Funds
- Employee Benefits
- Financial Services
- Employee Stock Ownership Plan (ESOP)
- 401(k) Retirement Savings Plans
- FINRA
- Employee Stock Ownership Plan Esop
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
- Employee Stock Ownership Plan
Chris Whitney Summary
- Chris Whitney, based in Portland, ME, US, is currently a Vice President at Spinnaker Trust. Chris Whitney brings experience from previous roles at Spinnaker Trust, Transamerica Retirement Solutions and Actuarial Designs & Solutions, Inc.. Chris Whitney holds a 1986 - 1992 B.S. in Resource Economics/Small Business Management @ University of Vermont. With a robust skill set that includes Retirement Plan Consulting, Series 65, Registered Investment Advisor, Business Relationship Management, New Business Development and more. Chris Whitney has 2 emails on RocketReach.
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