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James Whelan

Driven by the pursuit of knowledge and motivated by new business and new ideas.
Sydney, Sydney, Australia

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Work Experience

Barclay Pearce Capital

Managing Director

2023-10-01 00:00:00 - Present

Australian Mutual Funds Exchange

Managing Director

2023-03-01 00:00:00 - Present

Financial Services

Responsible Manager

2019-07-01 00:00:00 - Present

Muskets At Dawn

Strategic Consultant- Third Party Execution & Clearing Services

2018-07-01 00:00:00 - Present

Vfs

Investment Manager

2016-03-01 00:00:00 - 2023-10-01 00:00:00

App Securities

Head of Operations

2015-06-01 00:00:00 - 2016-03-01 00:00:00

Commonwealth Bank

Senior Relationship Manager

2014-02-01 00:00:00 - 2015-06-01 00:00:00

Pershing Securities

Business Analyst/Project Management

2009-08-01 00:00:00 - 2014-02-01 00:00:00

Ubs Investment Bank

Relationship Manager

2008-01-01 00:00:00 - 2009-01-01 00:00:00

Austock

Client Advisor

2005-07-01 00:00:00 - 2007-07-01 00:00:00

Skills

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