Jack Wheatley has a diverse background in sales and business development within the financial industry. Jack currently leads the Wealth arm of the New Sales department at Twenty7tec, focusing on FINPLAN Wealth. Prior to this, Jack held roles at Iress where Jack sold a range of products including mortgages, protection, and pension switching/consolidation tools. Jack also worked at O&M SYSTEMS LIMITED where Jack sold O&M Profiler to financial advice firms. In addition, Jack has experience in management and outbound sales at Spicerhaart.
May 1, 2024 - present
November, 2022