Andrew Sheena

Business Development Director at Cooper Parry Wealth

Andrew Sheena has over 15 years of work experience in various roles within the finance industry. Andrew is currently working as a Business Development Director at Cooper Parry Wealth, a leading financial planning firm in the UK. Andrew is also the Host and Founder of The Adviser Insight Podcast.

Prior to their current role, Andrew served as the Head of Sales & Marketing at Fusion Consulting Ltd, where they assisted private clients and fast-growing businesses achieve their goals through comprehensive advice and solutions. Andrew was also the Head of Sales & Marketing at Capital Tap Holding, a Dubai-based consultancy that supports SMEs globally in achieving long-term strategic goals.

Before joining Fusion Consulting and Capital Tap Holding, Andrew worked as a Sales & Marketing Manager at ARIA Capital Management, a UK and International provider of asset and wealth management solutions. Andrew was responsible for developing innovative and tailored solutions for diverse investment needs.

Andrew's early career includes roles such as Financial Services Consulting and Senior Business Development Manager at Stellar Asset Management Limited, where they provided tax-efficient investment opportunities. Andrew also worked as a Sales & Marketing Manager at Capital Cash Ltd and gained experience as a Mortgage Broker & Account Manager at First Action Finance.

Throughout their career, Andrew has excelled in generating new business, developing relationships, and creating effective marketing strategies. Andrew has a track record of achieving client goals and positively impacting lives through their expertise in finance and wealth management.

Andrew Sheena attended Nottingham Trent University from 2001 to 2005, where they obtained a BA(Hons) degree in Business Studies & Marketing.

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Timeline

  • Business Development Director

    January, 2024 - present