Whitney Coffman, CAMS

Whitney Coffman, CAMS

Followers of Whitney Coffman, CAMS212 followers
location of Whitney Coffman, CAMSDunlap, Tennessee, Estados Unidos

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  • Timeline

  • About me

    Senior Compliance Advisor at Sentry Advisors

  • Education

    • The Southeastern School of Banking

      2019 - 2020
      Certificate of Graduation Banking and Financial Support Services

      The Southeastern School of Banking offers an 80-hour general banking curriculum. Serving Tennessee financial institutions since 1939, the two-year school incorporates lectures and home study assignments. Some of the topics covered in the first year are bank financial analysis, macroeconomics, asset/liability management, investments, lending, strategic planning, managing liquidity/capital planning, sales management, and HR management. The newest version of the Stanford Bank Simulation Game is a… Show more The Southeastern School of Banking offers an 80-hour general banking curriculum. Serving Tennessee financial institutions since 1939, the two-year school incorporates lectures and home study assignments. Some of the topics covered in the first year are bank financial analysis, macroeconomics, asset/liability management, investments, lending, strategic planning, managing liquidity/capital planning, sales management, and HR management. The newest version of the Stanford Bank Simulation Game is a tool for learning about financial institution management.The second-year general banking classes include employee skills, fraud and ethics, trust services, credit and credit scoring, technology, changing bank environment, bank security, management, and completion of the Stanford Bank Simulation Game. A must for career bankers! Show less

    • Tennessee Temple University

      2009 - 2011
      Bachelor's degree Music: Worship Studies
    • Graduate School of Banking at LSU

      2021 - 2023
      Banking

      Class of 2023

    • LSU Shreveport

      2022 - 2025
      Master of Business Administration - MBA Project Management
    • University of North Carolina at Charlotte

      2007 - 2009
      Bachelor's degree English
  • Experience

    • Mountain Valley Bank

      Apr 2017 - Nov 2023
      • Senior Vice President, Risk Officer & Information Security Officer

        Dec 2022 - Nov 2023
      • Vice President of Risk Management, Information Security Officer

        Feb 2022 - Dec 2022
      • Vice President of Operations and Risk Management

        Oct 2020 - May 2022
      • BSA Officer | Audit Manager

        May 2018 - Oct 2020
      • Loan Administrator

        Apr 2017 - May 2018
    • Sentry Advisors

      Nov 2023 - now
      Senior Compliance Advisor
  • Licenses & Certifications

    • Certified Anti-Money Laundering Specialist (CAMS)

      ACAMS
      Sept 2022
  • Volunteer Experience

    • President Of The Board Of Directors

      Issued by Sequatchie County - Dunlap Chamber of Commerce on Oct 2020
      Sequatchie County - Dunlap Chamber of CommerceAssociated with Whitney Coffman, CAMS