Rob Wheelock Email & Phone Number

Consultant @ Independent Financial Advisor

5 free lookup(s).

Rob Wheelock Location

Addison, TX, US

Rob Wheelock Work

2004 - now Consultant @ Independent Financial Advisor
2021 - 2023 Business Development and Financial Strategic Advisor @ Wind Harvest International
2011 - 2020 CFO @ Bluenergy Solarwind

2005 - 2012 Managing Director @ ParkWood Advisors LLC
2003 - 2005 Financial Services Consultant @ Proteus Advisors, LLC
2000 - 2003 Manager @ Trinity River Capital Ventures, L.L.C.
1999 - 2000 Financial Services Consultant @ Silverstone Financial Services, LLC
1985 - 1999 Principal @ Independent Financial Advisor
1977 - 1985 Co-Founder, Chairman of the Board and CEO @ Banyan Corporation & Subsidiaries
1972 - 1977 Managing Director @ Financial Services Partnerships

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Rob Wheelock Education

Emory University
MBA (Finance)
1967 - 1968
Washington and Lee University
BA Economics
1959 - 1963
Shattuck School
1956 - 1959

Rob Wheelock Skills

Investment Banking
Private Placements
Strategic Planning

Financial Services
IPO
Portfolio Management
Corporate Finance
Strategic Financial Planning
Risk Management
Microsoft Office

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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 Investment Banking, Private Placements, Strategic Planning, Financial Services, IPO and more. Rob Wheelock has 1 emails and 1 mobile phone numbers on RocketReach.

Rob Wheelock Emails

Found 1 emails

@yahoo.com

Rob Wheelock Phone Numbers

Found 1 phone numbers

+1 214-232-XXXX

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Others Named Rob Wheelock

Rob Wheelock

Merged Partner at Resolute Property Tax Solutions

Lindale, TX, US
4
- att.net
- resolutepts.com
- state.tx.us
- gmail.com
4
- +1 817-657-XXXX
- +1 214-358-XXXX
- +1 214-212-XXXX
- +1 716-640-XXXX

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