Whitney Kauffman in

Whitney Kauffman

Energizer · DISC type I
Senior Manager of Operations at Equity Trust Company
📍 Lorain, Ohio, United States

Whitney Kauffman is a results-driven Senior Manager of Operations at Equity Trust Company with over 12 years of experience in the financial services industry. She specializes in performance optimization, process improvement, and leading teams to deliver operational excellence and scalable growth. She holds an Associates degree from Lorain County Community College.

At a previous firm, she advanced from Operations Manager to Chief Operating Officer, where she led client-facing operations and oversaw more than $500 million in assets under management.

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Experience
12 Years
Current Role
Senior Manager of Operations
Job Level
Middle
Location
Lorain, Ohio, United States
Personality Overview

How Whitney shows up

Informal
Big Picture Person
Believer

They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Priorities

Topics Whitney cares about

Operational Excellence
Her core focus is on driving operational excellence by optimizing workflows, refining processes, and ensuring regulatory compliance to support scalable business growth.
Process Improvement
Passionate about designing and implementing processes that boost productivity, align with strategic goals, and create efficient, scalable systems for sustainable growth.
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Career

Work history

4-2025
Senior Manager of Operations
Equity Trust Company
2-2018 - 1-2025
Chief Operating Officer
IRA Plan Partners LLC
4-2015 - 2-2018
Director of Operations
IRA Plan Partners LLC
2-2013 - 4-2015
Operations Manager
IRA Plan Partners LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Associate's degree
Lorain County Community College
Associate's degree
Lorain County Community College
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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