Architect of Change with Connie Whitman

Connie Whitman has more than 28 years of management, sales and training experience in the banking, financial services and insurance industries. She has held various sales and management positions within the wealth management, trust services, private client group, retail and commercial banking areas. She is widely recognized for her ability to create practical training and sales management solutions that have consistently generated increased sales and revenues for her clients.

During her career, she has acted as a strong leader and sales manager skilled in creating environments that encourage synergistic activities. With proven experience in developing effective business plans, creating long-range strategic focus and devising innovative methods to grow sales, increase market share and profit. Ms Whitman is a skilled writer adept in formatting information material and implementing training processes to develop and expand account relationships. She is a bottom-line, profitability minded individual who understands the importance of establishing and maintaining excellent management, staff and customer satisfaction. She has shared her expertise with firms ranging in size from community institutions, to some of the largest financial services providers in the country.

Ms. Whitman holds an MBA from Monmouth University and a BA in Business Administration from Rutgers University; and is the President of her own consulting firm, Whitman & Associates, LLC. She is an active member of numerous professional organizations, including the American Bar Association Advisory Council at Brookdale Community College for over fifteen years and a member of PNC Advisors, Women’s Financial Services Advisory Council. In addition, she holds professional licenses and registrations with the State of New Jersey’s Department of Banking & Insurance and the NASD.