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Whitney Pappas

Director of Sales, Senior Wealth Advisor at Compound | Top 50 Women Leaders in Denver | Former Division 1 Lacrosse Player | Athletic Mindset | Ultra Mountain Runner

Whitney Pappas is a dynamic and results-oriented Fintech Senior Sales VP with over 17 years of experience in the financial industry. She has a proven track record of driving successful campaigns and achieving sales goals.

Whitney is skilled in building high-performing relationships with clients, negotiating complex deals, training and developing personnel, leading cross-functional teams, gathering market intelligence, and conducting extensive market research activities.

Her specialized expertise lies in product positioning, branding, and marketing strategies tailored to launch profitable initiatives in competitive markets. She is a self-motivated leader dedicated to challenging traditional methods and providing creative solutions to drive growth opportunities aligned with the organization's objectives.

Whitney holds Series 7, 66, and 65 licenses. She completed her Bachelor of Science in Economics and Business with an Emphasis in Finance and Marketing at Saint Mary's College of California. Additionally, she studied International Business and Marketing at Regis University and also attended Xavier College Preparatory.

Throughout her career, Whitney has held various roles including Director of Sales and Senior Wealth Advisor at Compound, Senior Vice President roles at Empower and Personal Capital, Vice President roles at Personal Capital, Assistant Varsity Girls Lacrosse Coach at Grandview High School, Regional Account Manager at Rally Software Development, and several positions in sales and investments at Janus Capital Group and Fidelity Investments.

Highlights

Feb 12 · linkedin

As I met with various firms during my evaluation process, one thing that really stood out to me about Compound Planning was the team and how passionate each individual is about service.

Our approach blends the personal touch of a trusted advisor with a beautiful digital experience.

We are CFA®s, CFP®s, CPAs, and JDs who are united on a singular mission to create a client-centric approach that doesn’t exist anywhere else.

Feb 8 · linkedin

My clients often ask me who we are and what we do.

Compound Planning is a digital family office for entrepreneurs, professionals, and retirees who want the personal touch of a dedicated advisor accompanied by a beautiful digital experience.

We'll help you:

→ Diversify your investments → Manage your taxes → Borrow more efficiently → Plan your estate → Retire with confidence

Learn more:

Whitney Pappas
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Location

Denver, Colorado, United States