Rob Wheelock Email & Phone Number
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Rob Wheelock Location
- Addison, TX, US
Rob Wheelock Work
- 2004 -now Consultant @ Independent Financial Advisor
- 2021 -2023 Business Development and Financial Strategic Advisor @
- 2011 -2020 CFO @ Bluenergy Solarwind
- 2005 -2012 Managing Director @
- 2003 -2005 Financial Services Consultant @ Proteus Advisors, LLC
- 2000 -2003 Manager @
- 1999 -2000 Financial Services Consultant @ Silverstone Financial Services, LLC
- 1985 -1999 Principal @
- 1977 -1985 Co-Founder, Chairman of the Board and CEO @ Banyan Corporation & Subsidiaries
- 1972 -1977 Managing Director @ Financial Services Partnerships
- 1969 -1972 Manager - Small Business @ Arthur Andersen & Co.
- 1967 -1969 Staff Consultant @
- 1964 -1967 Captain @
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
- Financial Structuring
- Business Development
- Joint Ventures
- Valuation
- M&A experience
- Financial Analysis
- Hedge Funds
- Venture Capital
- Acquisitions
- Mergers and Acquisitions
- Emerging Markets
- Asset Management
- Investments
- Executive Management
- Private Equity
- Sales
- Investor Relations
- Funding
- Capital Markets
- Start Ups
- Business Valuation
- Mortgage Lending
- Corporate Governance
- Strategy
- Financial Modeling
- Finance
- Alternative Investments
- Divestitures
- Public Speaking
- Restructuring
- Corporate Development
- Due Diligence
- Entrepreneurship
- Credit
- Equities
- Business Planning
- Securities
- Project Finance
- LBO
- Banking
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.
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