True professionalism and real caring are values Alicia holds dear, which is why she’s found an ideal professional home right here. Alicia has worked in the financial profession since 2017. Prior to joining Whitney & Company in 2021, she helped a startup financial services firm build out their CRM and other operational systems from the ground up, as the firm grew to $250 million in AUM and nine employees in two-and-a-half years. 

Her enthusiasm for creating valuable processes is vital in the financial services business. But it was in the manufacturing industry where Alicia’s passion for process improvement and documentation first began to flourish. In her 15 years in that industry, she found fulfillment in seeing how internal processes could have a direct impact on customer service and leadership. Alicia later discovered the relevance of her skills to the financial services business, where building relationships with clients is crucial. Particularly at a client-focused firm like Whitney & Company. 

At Whitney & Company, Alicia is a key part of our Operations Group and works most closely with colleagues—and occasionally with clients—to help everyone navigate different processes involved in our relationships with one another. Improving processes makes our work more efficient, so we can serve clients better. 

Outside of work, Alicia and her husband enjoy travel, including road trips around the U.S. and visits to Iceland and Newfoundland and Labrador, Canada. She is also an accomplished runner, having completed multiple half marathons. Alicia holds a B.S. in organizational management from Keuka College.