Tom Whitlock

Head of Myviewpoint @Clifton Wealth Partnership

Bristol, GB
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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Tom Whitlock — Head of Myviewpoint at Clifton Wealth Partnership in Bristol, GB | Unifers