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Rob Wheelock
Independent Financial Advisor
Rob Wheelock is a financial professional with extensive experience in various roles within the financial services industry. He is currently working as a Consultant at Independent Financial Advisor, based in Addison, TX.2
Career History
Rob Wheelock's career spans several decades and includes notable positions:
Co-Founder and Executive Leadership:: From 1977 to 1985, Rob served as the Co-Founder, Chairman of the Board, and CEO of Banyan Corporation & Subsidiaries.1
Financial Services:: He has held the position of Managing Director in Financial Services Partnerships.1
CFO Role:: Rob has also worked as the CFO at Bluenergy Solarwind.
Current Role
As a Consultant at Independent Financial Advisor, Rob Wheelock likely provides expert advice on financial matters to clients. Independent Financial Advisor is known for consulting investors on High Return FX products.3
Skills and Expertise
Given his extensive background, Rob Wheelock likely brings a wealth of knowledge in areas such as:
- Financial planning and strategy
- Corporate leadership and management
- Investment consulting
- Financial services partnerships
Rob Wheelock's LinkedIn profile can be found under the username rob-wheelock-82a3b42, which corresponds to the information provided in the query.