Operations Leader with Financial Services Expertise

WHITNEY

WOLLENBERG

QUALIFICATIONS

Driven and goal oriented with 15 years of financial

services experience and project management focus.

Proven leadership experience with day-to-day

operational processes; and fostering of team morale. Demonstrated analytical skills and ability to present solution-based enhancements. Operational excellence minded promoting process efficiency and shared team success.

EXPERIENCE

SENIOR ONBOARDING CONSULTANT Masttro, US

20202 -2024

Implementation consultant for financial technology/SaaS firm specializing in wealth management and aggregated reporting tools. I created and executed customized project plans for implementation of the software in various single and multi-family office firms.

BANK OF AMERICA/MERRILL LYNCH

2012 - 2022

Jan 2021 -Jan 2022

AVP, PROCESS ADVISOR / BUSINESS SUPPORT MANAGER

Wealth Management Operations

Supported WMO Process Owner’s through training and certification by establishing routines for strategic initiatives and technology enhancement opportunities both at the department and enterprise level.

Jan 2019 - Dec 2020

AVP, SENIOR TEAM OPERATIONS MANAGER

Fund Administration, Wealth Management Operations

EDUCATION

BS COMMUNICATIONS, PUBLIC RELATIONS

University of North Florida

CONTACT INFO

904.571.550

************@*****.***

https://www.linkedin.com/in/whitney-wollenberg-

a21635104?utm_source=share&utm_campaign=share_via&utm_content=profile&ut m_medium=ios_app

St Augustine, FL

Managed team and oversaw the day to day operations for settlement of all mutual fund and alternative investment funds; as well as all functions of systematic and manual payments for advisor’s trailing commissions. Handled all employee development, reviews, and scheduling in Workday. In addition to this, I served as the Relationship Manager for various Mutual Fund companies with accounts custodied through Merrill Lunch, hosted annual onsite conferences and met regularly with senior leadership on Fund performance and scorecard evaluations.

Highlights: Six Sigma trained prior to the Firm sunsetting the program to introduce an Enterprise-wide initiative in Process Management. Worked closely with the Strategic Enablement Team to complete Process Management 101-301 learner and advisor training during the pilot program (2019). Presented a capstone project to the Deans of Process Management and contributed to internal training videos for the Process Management pathway.

2016 - 2018

OFFICER, GWIM OPERATIONS TEAM MANAGER

Alternative Investments – Trading and Operations

2013 – 2015

GWIM SENIOR OPERATIONS ANALYST

Alternative Investments – Trading and Operations

2012 –2013

CUSTOMER RELATIONSHIP MANAGER

Bank of America - Home Loans

SENIOR UNDERWRITER BPC Financial

Dec 2005 - Jan 2011

Licensed FL Life & Health agent responsible for all underwriting for insurance firm and third-party administrator of benefit solutions for health, life, dental insurance and 401(k) administration for all Florida Bar members. Responsible for billing and coding processes associated with medical & dental claims

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