You know her name from emails; maybe you’ve even had the pleasure of speaking with her on the phone. You may remember us announcing her arrival on the team just over one year ago, when she was lending us her talents part-time via LPL Financial’s Administrative Solutions program.
Today, we’re proud to announce that Whitney Engle of Floris, Iowa, is joining our team full-time! We are employing her directly as she continues to work remotely.
Whitney will serve as our new Client Services Coordinator, continuing to work closely with Larry and Patsy on the service team and also supporting the management team of Mark, Greg, Billy, and Caitie with their various duties in research, portfolio management, and communications.
We have staffed up from time to time in recent years to continue taking care of the business. This latest expansion will have a few important benefits: now that we are an SEC-facing organization, it’s more important than ever that we stay efficient in our processes and systems.
Having another team member onboard full-time also means one more friendly face is at the ready, getting you what you need, when you need it.
“I can’t wait to spend more time getting to know clients,” Whitney said. “They are the reason we’re here.”
As we’ve gotten to know her across these months, we’ve felt so fortunate. Whitney’s skills will continue to grow in her new role of course, but she has already shown many of those qualities that are tough to teach: enthusiasm, curiosity, tenacity.
Not only does she take pride in her work, Whitney is someone who clearly cares so deeply about her family—and the menagerie of animals they keep at home! Her proactive approach to things will no doubt continue to improve the experience for all of us and for all of you.
For the months and years ahead, we know that people are key to helping us help you. So, we hope you’ll help us offer a(nother) hearty welcome to Whitney! Thanks for being with us.
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