Whitney Kauffman

Energizer
DISC Type : I

Senior Manager of Operations at Equity Trust Company

Lorain, Ohio, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Team Leadership
She has extensive experience leading and developing high-performing teams, emphasizing collaboration, accountability, and continuous improvement to deliver a superior client experience.

Media Appearances

Whitney has no verified media appearances

Work History

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

Education

Associate's degree from Lorain County Community College
Associate's degree from Lorain County Community College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Lorain, Ohio, United States Job Level : Middle Designation : Senior Manager of Operations at Equity Trust Company
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Insights For Selling To Whitney

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Whitney is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Whitney

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Whitney move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Whitney take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Whitney

Personality Compatibility


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