Whitney D. Coleman

About Whitney D. Coleman

BFA in Graphic Design 8+ years in the Information Technology, contracting & …

Experience

1. Sr Analyst

   LPL Financial

   Jun 2020 — Present

   Conduct cybersecurity risk assessments for financial advisors throughout the country, helping them to adhere to the Branch Office Security policy documentation and keeping them abreast to the cyber threats to their businesses, data and clients • Collaborate with internal advisor facing groups to ensure communication to advisors is inclusive of risk-related items and upcoming requirements • Assist with reporting, consultations and general cyber best practices to financial advisors, their investors and any third-party they work with • Track & review metrics for monthly assessments performed + keep abreast to newest technology related threats and breaches • Create + deliver reporting and cybersecurity presentations to advisors and internal leadership

Skills

• Analysis
• Program Management
• Strategic Planning
• Team Building
• Sales
• Research
• Marketing Communications
• Entrepreneurship
• Team Leadership
• Vehicles
• Social Media
• Public Speaking
• Powerpoint
• Time Management
• Data Analysis
• Microsoft Word
• Advertising
• Customer Satisfaction
• Retail
• Email Marketing
• Windows
• System Administration
• Project Management
• Marketing Strategy
• Customer Service
• Outlook
• Business Development
• Event Management
• Crm
• Account Management
• Leadership
• Coaching
• Market Research
• Leadership Development
• Public Relations
• Management
• Social Media Marketing
• Nonprofits
• Web Design
• Marketing