Whitney Bullock

Whitney Bullock has extensive experience in the financial industry, starting with roles at Wescom Credit Union in 2001. Whitney held positions such as Senior Investment Services Representative, Operations and Compliance Manager, and Chief Compliance Officer. Their responsibilities included overseeing compliance, project management, and support for financial advisors. In 2020, they joined Kinecta Federal Credit Union as a Financial Planner, assisting members with comprehensive financial planning. In 2022, they took on the role of Financial Planning Manager and Associate Sales Manager, focusing on registered principal duties. Whitney's career showcases a strong background in compliance, operations, and financial planning within the credit union industry.

Whitney Bullock holds a Bachelor's degree in Political Science and Government from the University of North Carolina Wilmington. In 2015-2016, they completed the CRCP (Certified Regulatory Compliance Professional) program at The Wharton School for Executive Education. In 2022, they obtained the Certified Wealth Strategist® certification. Additionally, they hold various financial certifications including ones from Wharton Executive Education.