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Seth Wheeler Location
Charlotte, NC, US
Seth Wheeler Work
Private Advisor at Rockefeller Global Family Office @ (November 2025 - Present)
Principal, Halcyon Wealth Strategies, Planner and Wealth Management Advisor @ (July 2020 - November 2025)
President @ InnoStrat, LLC™ - Innovation, Strategized. (January 2020 - December 2022)
Chief of Staff @ (August 2019 - December 2019)
Chief Operating Officer and Deputy Commander @ (June 2018 - August 2019)
Chief Executive Officer and Battalion Commander @ (August 2016 - August 2018)
Principal, Operations Program Manager @ (August 2014 - August 2016)
Executive and Deputy Chief of Staff @ (August 2012 - August 2014)
Executive Officer and Managing Director @ (August 2010 - August 2012)
Director Of Operations @ (August 2010 - August 2010)
Naval Postgraduate School @ (September 2008 - July 2010)
Director – Joint Operations Center @ (August 2007 - August 2008)
Managing Director and Special Forces Commander @ (August 2003 - August 2007)
Seth Wheeler Education
Naval Postgraduate School
Master of Science - MS (Defense Analysis -- Irregular Warfare)
Northern Arizona University
Bachelor of Arts - BA (Criminal Justice/Law Enforcement Administration)
St Albans School
GCSE
Seth Wheeler Skills
Business Process Improvement
Change Management
Collaborative Leadership
Command & Control
Crafting quick, creative solutions to complex problems
Cross-cultural Communication Skills
Cross-functional Team Leadership
Executive Leadership
Financial Analysis
Financial Markets
Financial Planning
Financial Services
Insurance
Investment Strategies
Knowledge Management
Leader Development
Leadership
Leadership Development
Lean Management
Lean Thinking
Management
Negotiation
Onboarding
Operational Excellence
Operational Planning
Operations Management
Oral Communication
Organizational Development
Organizational Leadership
Performance Management
Portfolio Management
Program Management
Project Management
Project Planning
Public Speaking
Retirement Planning
Risk Management
Strategic Leadership
Strategic Partnerships
Strategic Planning
Strategic Thinking
Strategic Vision
Strategy
Streamlining Process
Tactical Asset Allocation
Team Building
Team Leadership
Team Management
Visual Communication
Written Communication
Seth Wheeler Summary
Seth Wheeler, based in Charlotte, NC, US, is currently a Private Advisor at Rockefeller Global Family Office at Rockefeller Capital Management. Seth Wheeler brings experience from previous roles at Halcyon Wealth Strategies, InnoStrat, LLC™ - Innovation, Strategized. and USSOCOM. Seth Wheeler holds a Master of Science - MS in Defense Analysis -- Irregular Warfare @ Naval Postgraduate School. With a robust skill set that includes Business Process Improvement, Change Management, Collaborative Leadership, Command & Control, Crafting quick, creative solutions to complex problems and more. Seth Wheeler has 2 emails and 3 mobile phone numbers on RocketReach.
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