Rob Wheelock Email & Phone Number
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Rob Wheelock Location
- Addison, TX, US
Rob Wheelock Work
- Consultant @ Independent Financial Advisor (January 2004 - Present)
- Business Development and Financial Strategic Advisor @ (January 2021 - January 2023)
- CFO @ Bluenergy Solarwind (January 2011 - December 2020)
- Managing Director @ (January 2005 - January 2012)
- Financial Services Consultant @ Proteus Advisors, LLC (January 2003 - January 2005)
- Manager @ (January 2000 - January 2003)
- Financial Services Consultant @ Silverstone Financial Services, LLC (January 1999 - January 2000)
- Principal @ (January 1985 - January 1999)
- Co-Founder, Chairman of the Board and CEO @ Banyan Corporation & Subsidiaries (January 1977 - January 1985)
- Managing Director @ Financial Services Partnerships (January 1972 - January 1977)
- Manager - Small Business @ Arthur Andersen & Co. (January 1969 - January 1972)
- Staff Consultant @ (January 1967 - January 1969)
- Captain @ (January 1964 - January 1967)
Rob Wheelock Education
- Emory University
MBA (Finance)
1967-1968 - Washington and Lee University
BA Economics
1959-1963 - Shattuck School 1956-1959
Rob Wheelock Skills
- Acquisitions
- Alternative Investments
- Asset Management
- Banking
- Business Planning
- Business Valuation
- Capital Markets
- Corporate Development
- Corporate Finance
- Corporate Governance
- Credit
- Divestitures
- Due Diligence
- Emerging Markets
- Entrepreneurship
- Equities
- Executive Management
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Financial Structuring
- Funding
- Hedge Funds
- IPO
- Investment Banking
- Investments
- Investor Relations
- Joint Ventures
- LBO
- M&A experience
- Mergers & Acquisitions
- Mortgage Lending
- Portfolio Management
- Private Equity
- Private Placements
- Project Finance
- Restructuring
- Risk Management
- Securities
- Start-ups
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Valuation
- Venture Capital
- Microsoft Office
- Business Development
- Mergers and Acquisitions
- Sales
- Start Ups
- Public Speaking
Rob Wheelock Summary
- Rob Wheelock, based in Addison, TX, US, is currently a Consultant at Independent Financial Advisor. Rob Wheelock brings experience from previous roles at Wind Harvest, Bluenergy Solarwind, ParkWood Advisors LLC and Proteus Advisors, LLC. Rob Wheelock holds a 1967 - 1968 MBA in Finance @ Emory University. With a robust skill set that includes Acquisitions, Alternative Investments, Asset Management, Banking, Business Planning and more. Rob Wheelock has 1 emails and 1 mobile phone numbers on RocketReach.
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