Tom Whitlock
Head of Myviewpoint @Clifton Wealth Partnership
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2022 — Present
Head of Myviewpoint @Clifton Wealth Partnership
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Bristol, GB
EDUCATION
2006 — 2010
Bournemouth University
Bachelor's degree, Finance and Business
SKILLS
Financial RegulationMicrosoft ExcelMicrosoft OfficeSalesHitting TargetsBankingReport WritingSocial MediaInvestmentsCustomer ServiceNew Business DevelopmentManagementCritical ThinkingAccount ManagementB2bDatabasesDirect MarketingBusiness-to-Business (B2b)InsuranceFinancial Planning
ABOUT TOM WHITLOCK
Client Portal & AI Adoption | Wealthtech & Financial Services | Platform Strategy…
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