Whitney is responsible for assisting with the coordination of operational functions for client accounts including account maintenance, deposits, and wire transfers. She also serves as SAM&T’s Assistant BSA/OFAC Officer and Assistant Information Security Officer.
Whitney joined the firm in 2023 and has 15 years of experience within the financial sector including retail and corporate banking. During this time, she supervised operational functions. Whitney received a Bachelor of Arts in Communications and Media Studies from Penn State University.