Matthew Whelan's Location
Bidston, Wirral, United Kingdom
Matthew Whelan's Work
- Investment Manager @ Quilter Cheviot
- Investment Manager @ Blankstone Sington Limited
Matthew Whelan's Education
- University of York
Bachelor of Science (Economics and Econometrics)
2009 - 2012 - Chartered Institute for Securities and Investment
Level 7 - Diploma in Wealth Management
2014 - 2015 - Chartered Institute for Securities and Investment
Applied Wealth Management (Level 7 - Diploma in Wealth Management) (Pass with Merit)
2015
- Chartered Institute for Securities and Investment
Portfolio Construction Theory (Level 7 - Diploma in Wealth Management) (Pass with Merit)
2015 - Chartered Institute for Securities and Investment
Financial Markets (Level 7 - Diploma in Wealth Management) (Pass)
2014 - Chartered Institute for Securities and Investment
CISI Level 4 Diploma in Investment Advice
2014 - The Liverpool Blue Coat School
A-Levels (Economics, Maths, History)
2001 - 2008
Matthew Whelan's Skills
- Trading
- Econometrics
- Economics
- Financial Markets
- Macroeconomics
- Financial Analysis
- Fixed Income
- Financial Services
- Valuation
- Data Analysis
Matthew Whelan's Summary
Matthew Whelan, based in Bidston, Wirral, United Kingdom, is currently a Investment Manager at Quilter Cheviot Ltd, bringing experience from previous roles at Blankstone Sington Limited. Matthew Whelan holds a 2009 - 2012 Bachelor of Science in Economics and Econometrics @ University of York. With a robust skill set that includes Trading, Econometrics, Economics, Financial Markets, Macroeconomics and more, Matthew Whelan contributes valuable insights to the industry. Matthew Whelan has 1 email on RocketReach.
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