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Andy Wheeler Location
Winchester, GB
Andy Wheeler Work
Business Development Manager @ (March 2014 - Present)
Business Development Manager @ (March 2014 - Present)
Sales Development Manager @ Met Life (July 2012 - November 2013)
Executive Sales Consultant @ (July 1997 - June 2012)
Account Manager @ NPI (May 1994 - July 1997)
Inspector @ (October 1987 - September 1993)
Andy Wheeler Education
Barton Peveril Sixth Form College
Economics
1983-1985
Thornden School 1978-1983
Andy Wheeler Skills
Account Management
Asset Allocation
Asset Management
Business Planning
Business Strategy
Customer Service
Financial Services
Inheritance Tax Planning
Investment Strategies
Investments
Leadership
Management
Marketing Communications
Pensions
Portfolio Management
Relationship Management
Retirement
Retirement Planning
Investment Management
Wealth Management
Trusts
Wealth
Charitable Trusts
Wealth Management Services
Equities
Personal Pensions
High Net Worth Individuals
Personal Tax Planning
Alternative Investments
Trusting Relationships
Hedge Funds
Andy Wheeler Summary
Andy Wheeler, based in Winchester, GB, is currently a Business Development Manager at Brewin Dolphin. Andy Wheeler brings experience from previous roles at Brewin Dolphin, Met Life, Skandia and NPI. Andy Wheeler holds a 1983 - 1985 Economics @ Barton Peveril Sixth Form College. With a robust skill set that includes Account Management, Asset Allocation, Asset Management, Business Planning, Business Strategy and more. Andy Wheeler has 2 emails on RocketReach.
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