Andrew Whelan
Consulting | Global Sales | Strategy| Leadership | Public Speaker
MMotion Works
ex-Outplan
ex-CCUBE Integrated Wealth
GTM Index
- MOTION WORKSJOB
- GTM Market Specialist - Sa…3M
GTM Market Specialist - SaaS and AI
Motion Works
- IMPRESSA ATELIERJOB
- Global Distribution3M
Global Distribution
Impressa Atelier
- WEALTHO2JOB
- Chief Executive Officer4Y 9M
Chief Executive Officer
WealthO2
- Chief Distribution officer1Y
Chief Distribution officer
WealthO2
- MIDWINTER, A BRAVURA COMPANYJOB
- Head of Distribution1Y 2M
Head of Distribution
Midwinter, a Bravura company
- MILLIMANJOB
- Dir, Adviser Services1Y 7M
Director, Adviser Services
Milliman
- CCUBE INTEGRATED WEALTHJOB
- General Mgr Sales and Mktg1Y 8M
General Manager Sales and Marketing
CCUBE Integrated Wealth
- MORNINGSTARJOB
- Head of Adviser Services4Y 5M
Head of Adviser Services
Morningstar
- MACQUARIE GROUPJOB
- Consultant (Contractor)11M
Consultant (Contractor)
Macquarie Group
- OUTPLANJOB
- Sales Dir, Owner4Y 8M
Sales Director, Owner
Outplan
- COIN FINANCIAL SOFTWAREJOB
- BD Mgr1Y 7M
Business Development Manager
Coin Financial Software
- Job: Outplan — Sales Director, Owner · 2006 – 2010-09
- Job: CCUBE Integrated Wealth — General Manager Sales and Marketing · 2016-07 – 2018-03
- Job: Motion Works — GTM Market Specialist - SaaS and AI · 2026-05 – present
- Job: Midwinter, a Bravura company — Head of Distribution · 2019-11 – 2021-01
- Job: Milliman — Director, Adviser Services · 2018-04 – 2019-11
- Job: Morningstar — Head of Adviser Services · 2012-01 – 2016-06
- Job: Coin Financial Software — Business Development Manager · 2004-11 – 2006-06
- Job: WealthO2 — Chief Executive Officer · 2021-08 – 2026-05
- Job: Impressa Atelier — Global Distribution · 2026-05 – present
- Job: Macquarie Group — Consultant (Contractor) · 2010-10 – 2011-09
- Job: WealthO2 — Chief Distribution officer · 2021-01 – 2022-01
Skills
Playbooks
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