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 @
- 2019 -now Responsible Manager @
- 2023 -2025 Managing Director @
- 2016 -2023 Investment Manager @ VFS Group
- 2015 -2016 Head of Operations @
- 2014 -2015 Senior Relationship Manager @
- 2009 -2014 Business Analyst and Project Management @
- 2008 -2009 Relationship Manager @
- 2007 -2008 Equity Trade Support @
- 2005 -2007 Client Advisor @
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
- Presenter
- Trading Systems
- Business Analysis
- Derivatives
- Management
- Back Office
- Fixed Income
- Middle Office
- Settlement
- Investments
- Risk Management
- CRM
- Portfolio Management
- Financial Services
- Financial Markets
- Service Delivery
- Pizza
- Product Ordering
- Brewing
- Marketing
- Change Management
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 1 emails and 1 mobile phone numbers on RocketReach.
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James Whelan
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