We found the following information about Brad Wheeler at Shaker Investments, Llc, where Brad has worked as a Managing Director of Business Development since 2018. Brad's total work experience is over 27 years, during which time they had at least six jobs at different companies to develop professional skills. Brad studied at the Weatherhead School of Management at Case Western Reserve University from 1996 to 1998. This expert has the certification in Licenses: Series 7, 63 and 84 Brad Wheeler currently is located in Cleveland, Ohio. You can contact with Brad by searching for phone number or email or find additional info by requesting access to Brad Wheeler's further details from SoftwareOfficial.
Name variants:
Bradford Wheeler,
Bradley Wheeler
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 1, 2022
Email
br**@shakerinvest.com, bw**@cleveland-research.com
Location
Cleveland, OH
Company
Workplace
Managing Director of Business Development
Beachwood, OH
Industry
Investment Management, Investment Advisory Service
Colleagues
Work History
Managing Director of Business Development
3201 Entrprise Pl SUITE 310, Beachwood, OH
from Nov 2018
Marketing Consultant
Implemented sales and marketing strategies to expand institutional client base.
Feb 2018 — Sep 2018
Institutional Equity Sales
1375 east 9Th St SUITE 2700, Cleveland, OH 44114
Research Sales - established and developed research relationships with hedge fund and mutual fund managers in Boston, New York and London. Successfully launched de novo London office in Sept...
Jun 1, 2006 — Jul 2017
Institutional Equity Sales
● Drove institutional sales by aligning proprietary research intelligence with strong CRM and compliance-driven selling strategies.
● Top 3 producer company-wide for 7 consecutive years se...
May 1997 — Jun 2006
Commercial Lender
800 Nicollet Mall, Minneapolis, MN 55402
● Developed and managed portfolio relationships recommended for fund allocation and customized loan structures.
Jun 1992 — Aug 1996
Senior Credit Analyst
1319 Military Cutoff Rd, Wilmington, NC 28405
● Reviewed financial data and delivered risk-mitigating credit recommendations aligned with regulatory guidelines.
Jul 1989 — Jul 1992
Education
1984 — 1989
Occupations
Executive
Director of Business Development
Accountant
Finance and Accounting Specialist
Marketer
Marketing Consultant
Business Development Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Market Analyst
Market Research Analyst
Skills
Equities
Management
Equity Research
Investments
Equity Sales
Capital Markets
Securities
Banking
Equity Valuation
Strategic Planning
Institutional
New Business Development
Key Account Management
International Sales
International Business
Customer Relationship Management
Hedge Funds
Marketing Strategy
Situational Leadership
Turn Around Management
Territory Account Management
Territory Mapping
Turnaround Strategy