American Investment Planners LLC
500 North Broadway, Suite 260, Jericho, NY 11753
(516) 932-5130 / (866) 932-5130
At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our experts individually. Today, we would like to feature Christine Whiteman, who is in charge of Client Communications!
A native of Garden City, New York, Christine attended Trinity College in Washington DC (now known as Trinity University) to receive her degree in Economics - she doubled minored in Marketing and Business Management. Upon graduating college, Christine's journey brought her to Dean Witter in NY, where she began working with the office manager and then moved on to be the assistant office manager. And although she excelled here, in 1995 she left the industry she was in and became the operations manager of a Fulfillment house in Melville, NY.
In 1999, however, Christine left the workforce to raise her first born child. But by 2004, she began looking for a part time office job, which is where she connected with our very own Lee Rosenberg. Beginning as a part time receptionist, Christine quickly began to assist clients with account questions and eventually took on more responsibilities within the firm. Today, she works on our company's marketing campaigns, assists with client services when needed and coordinates and manages all client events/seminars.
So what drove her to enter the world of financial planning? Christine explains that although she is not an advisor, she has always been interested in the market and truly enjoys working in the industry. "There is always something new happening and going on. One day is so different from the next - clients needs and requests vary daily - and assisting them with new milestones in their lives is so gratifying," explains Christine.
In her spare time, Christine enjoys sitting on her porch and relaxing with her husband. And when she isn't doing that, she can likely be found on the lacrosse field cheering on her children!
Christine, we so appreciate all of the time and hard work you put in for our company! Your dedication to our clients is valued by all of us and we are so thankful to have you on our team!
For more information about Christine Whiteman, please check out her employee bio on our website!
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