James Whelan Email & Phone Number

Head of Distribution @ INVESTHOUSE

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James Whelan Location

Sydney, NSW, AU

James Whelan Work

2025 - now Head of Distribution @ INVESTHOUSE
2019 - now Responsible Manager @ OKX
2023 - 2025 Managing Director @ Barclay Pearce Capital (BPC)

2016 - 2023 Investment Manager @ VFS Group
2015 - 2016 Head of Operations @ APP Securities
2014 - 2015 Senior Relationship Manager @ Commonwealth Bank
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2009 - 2014 Business Analyst and Project Management @ BNY Pershing
2008 - 2009 Relationship Manager @ UBS Group AG
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2007 - 2008 Equity Trade Support @ UBS Group AG
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2005 - 2007 Client Advisor @ Austock Life Limited
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James Whelan Education

FINSIA
Graduate Diploma of Applied Finance (Applied Finance)
2007 - 2009
University of Western Sydney
Human Resource Management & Industrial Relations (Economics)
2001 - 2004
The HIlls Grammar School
HSC
1985 - 1999

James Whelan Skills

Project Management
Team Building
Building Relationships

Equities
Trading
Securities
Settlements
Economics
Radio Presenting
Television Presenting

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James Whelan Summary

James Whelan, based in Sydney, NSW, AU, is currently a Head of Distribution at InvestHouse. James Whelan brings experience from previous roles at OKX, Barclay Pearce Capital, VFS Group and APP Securities. James Whelan holds a 2007 - 2009 Graduate Diploma of Applied Finance in Applied Finance @ FINSIA. With a robust skill set that includes Project Management, Team Building, Building Relationships, Equities, Trading and more. James Whelan has 2 emails and 1 mobile phone numbers on RocketReach.

James Whelan Emails

Found 2 emails

James Whelan Phone Numbers

Found 3 phone numbers

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Others Named James Whelan

James Whelan

Global Sales Director - Regulatory Compliance at LexisNexis

Melbourne, VIC, AU
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- lexisnexis.com
- lexisnexis.co.za
- lexisnexis.com.au
James Whelan

Head of Distribution at InvestHouse

Sydney, NSW, AU
2
- investhouse.net
- ubs.com
3
- +61 407 958XXXX
- +61 2 8288 XXXX
- +61 407 958XXXX
James Whelan

President at REBNY (Real Estate Board of New York)

New York, NY, US
2
- rebny.com
- gmail.com
5+
- +1 718-343-XXXX
- +1 631-871-XXXX
- +1 917-733-XXXX
- +1 212-616-XXXX
- +1 201-316-XXXX
- +1 212-683-XXXX
James Whelan

President and Principal Engineer at Beacon Forensic, P.C.

Richmond, VA, US
2
- forensic-engineers.com
- gmail.com
2
- +1 804-744-XXXX
- +1 847-354-XXXX

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Top INVESTHOUSE Employees

James Whelan

Head of Distribution at INVESTHOUSE

Sydney, NSW, AU
2
- investhouse.net
- ubs.com
3
- +61 407 958XXXX
- +61 2 8288 XXXX
- +61 407 958XXXX
Blake Reid

Capital Markets Associate at INVESTHOUSE

Sydney, NSW, AU
1
- volatility.com.au

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