
Whitney Coffman, CAMS

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About me
Senior Compliance Advisor at Sentry Advisors
Education

The Southeastern School of Banking
2019 - 2020Certificate of Graduation Banking and Financial Support ServicesThe 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 - 2011Bachelor's degree Music: Worship Studies
Graduate School of Banking at LSU
2021 - 2023BankingClass of 2023

LSU Shreveport
2022 - 2025Master of Business Administration - MBA Project Management
University of North Carolina at Charlotte
2007 - 2009Bachelor's degree English
Experience

Mountain Valley Bank
Apr 2017 - Nov 2023Senior Vice President, Risk Officer & Information Security Officer
Dec 2022 - Nov 2023Vice President of Risk Management, Information Security Officer
Feb 2022 - Dec 2022Vice President of Operations and Risk Management
Oct 2020 - May 2022BSA Officer | Audit Manager
May 2018 - Oct 2020Loan Administrator
Apr 2017 - May 2018

Sentry Advisors
Nov 2023 - nowSenior Compliance Advisor
Licenses & Certifications

Certified Anti-Money Laundering Specialist (CAMS)
ACAMSSept 2022
Volunteer Experience
President Of The Board Of Directors
Issued by Sequatchie County - Dunlap Chamber of Commerce on Oct 2020
Associated with Whitney Coffman, CAMS
Languages
- enEnglish
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