M. Whitney Email & Phone Number
Vice President, Head of Client Relations @ Pentegra Retirement Services
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M. Whitney Location
- Essex, CT, US
M. Whitney Work
- 2024 - now Vice President, Head of Client Relations @
- 2022 - 2024 Senior Vice President, Head of Client Engagement, Account Management and Participant Education @
- 2020 - 2022 Senior Vice President, Head of Client Engagment and Account Management @
- 2018 - 2020 Senior Vice President , Senior Director Client Engagement @
- 2014 - 2018 Vice President Client Management Large Market @
- 2010 - 2013 Assistant Vice President Client Management Northeast and Mid-Atlantic @
- 2005 - 2010 National Managing Director-Non-Profit Market @
- 2003 - 2005 Director of Business Development-Non-Profit Market -Eastern United States @
- 2001 - 2003 Vice President Sales and Marketing Administration @
- 2000 - 2001 National Channel Director @
- 1995 - 2000 Regional Sales Manager @ Toro/Turf Products Corp.
M. Whitney Education
- Kingswood Oxford School
- University of Maine
Bachelor's degree (Political Science and Government)
M. Whitney Skills
- Mutual Funds
- 401(k) Retirement Savings Plans
- Investments
- Financial Services
M. Whitney Summary
- M. Whitney, based in Essex, CT, US, is currently a Vice President, Head of Client Relations at Pentegra Retirement Services. M. Whitney brings experience from previous roles at Transamerica and MassMutual Financial Group. M. Whitney holds a Kingswood Oxford School. With a robust skill set that includes Mutual Funds, 401(k) Retirement Savings Plans, Investments, Financial Services and more. M. Whitney has 1 emails and 1 mobile phone numbers on RocketReach.
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