Summary
Jennifer Whitney is a client-focused leader who transitioned from a 30+ year career in corporate finance and global asset management to driving client success at a RegTech SaaS scale-up, Red Oak Compliance Solutions. She excels at building long-term, trust-based relationships and translating complex compliance and connectivity technology into practical value for financial services firms. Her background includes senior roles managing international territories and client portfolios at MFS and FDS Partners, giving her deep expertise across institutional distribution, portfolio construction, and cross-border relationships. Beyond finance and tech, she is an active community builder and storyteller—running film festival fundraising and strategy while volunteering as a financial wellness coach providing tax help to underserved Texans. That blend of institutional finance rigor, people-centered client success, and arts-driven community leadership gives her a rare ability to connect technical platforms to human stories and tangible outcomes.
15 years of coding experience
28 years of employment as a software developer
University of Seville
Executive Leadership Continuing Education Business Leadership, Executive Leadership Continuing Education Business Leadership at The University of Texas at Austin
The University of Arizona
Master of Business Administration (MBA) International Business, Master of Business Administration (MBA) International Business at Simmons College - Simmons School of Management
Bachelor of Arts (B.A.) International Business, Bachelor of Arts (B.A.) International Business at Simmons University
Co-hort Graduate, Co-hort Graduate at Leadership Austin
Spanish