Mark Wheeldon Email
Assistant Director @ RBC Brewin Dolphin
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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.
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