Whitney Kauffman in

Whitney Kauffman

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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

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Communication Style
Decision Approach
Work Preference

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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

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Education
Associate's degree
Lorain County Community College
Associate's degree
Lorain County Community College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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