Mark Wheeldon Email
Assistant Director @ RBC Brewin Dolphin
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Mark Wheeldon Location
- Nottingham, England, GB
Mark Wheeldon Work
- 2021 -now Assistant Director @
- 2012 -now Investment Manager @
- 2011 -2012 Pensions Administrator @
Mark Wheeldon Education
- Chartered Institute for Securities and Investment
CISI - Chartered Wealth Manager Qualification - Level 7 Diploma in Wealth Management.
2013-2015 - Chartered Institute for Securities and Investment
CISI - Level 4 - Investment Advice Diploma (IAD)
2012-2013 - Nottingham Business School, Nottingham Trent University
Accounting and Finance (Finance)
2008-2011
Mark Wheeldon Skills
- Portfolio Management
- Asset Allocation
- Equities
- Wealth Management
- Investment Management
- Fixed Income
- Financial Advisory
- Financial Planning
- Wealth
- Retirement Planning
- Finance
- Investments
- Retirement
- Pensions
- Financial Services
- Strategic Planning
- Sales
- Financial Modeling
- Project Management
Mark Wheeldon Summary
- Mark Wheeldon, based in Nottingham, England, GB, is currently a Assistant Director at Brewin Dolphin. Mark Wheeldon brings experience from previous roles at Brewin Dolphin and Talbot & Muir Ltd. Mark Wheeldon holds a 2013 - 2015 CISI - Chartered Wealth Manager Qualification - Level 7 Diploma in Wealth Management. @ Chartered Institute for Securities and Investment. With a robust skill set that includes Portfolio Management, Asset Allocation, Equities, Wealth Management, Investment Management and more. Mark Wheeldon has 2 emails on RocketReach.
Looking for a different Mark Wheeldon?
Find contact details for 700 million professionals.
Others Named Mark Wheeldon
Mark Wheeldon
Chief Executive Officer
Glasgow, GB
Mark Wheeldon
Leadership Consultant
El Dorado Hills, CA, US
Mark Wheeldon
owner operator
North Sioux City, SD, US
Mark Wheeldon
Assistant Director
Nottingham, England, GB
Mark Wheeldon
Chief Technology Officer
Newcastle, NSW, AU
Mark Wheeldon
Problem Manager
London, England, GB
Top RBC Brewin Dolphin Employees
Jenna Lee
Head Of Marketing Operations
London, GB
Marc Wilkinson
Head of Investments RBC Brewin Dolphin
Edinburgh, GB
Paul Danis
Head of Asset Allocation
London, GB
Athanasia Karananou
Head of Stewardship
London, GB
Davina Rich
Head Of Research
London, GB
Tom Solly
Head of Business Owners and Entrepreneurs
United Kingdom
Stephen Gavin
Head of Operations UK
Edinburgh, GB
Lennart Norstrand
Chief Executive
London, GB
Shakhista Mukhamedova
Head of Global Manager Research Europe
United Kingdom
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co