Fred Wheadon

Fred Wheadon

Learning Mentor

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location of Fred WheadonNew York, New York, United States

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  • Timeline

  • About me

    Senior Broker at Lockton Re | MBA | CFA | ACII | BA (Hons)

  • Education

    • Tonbridge School

      2007 - 2012
      1 A*, 3 A at A Level, 9 A*, 1 A at GCSE

      • Head of School• Honorary Academic Scholar• Drama Scholar• Played the title role in Stephen Sondheim’s ‘Sweeney Todd’ in December 2011.• 1st XV rugby player 2010/11 and 2011/12.• Chorister in the school Chapel Choir for 5 years.• Played the Cello in a school quartet for 5 years.• Member of the Kent Rugby Football Club squad at Under 18 level.• Represented Kent Schools Swimming Association: Butterfly and Front crawl at under 13• British Sub-Aqua Club –… Show more • Head of School• Honorary Academic Scholar• Drama Scholar• Played the title role in Stephen Sondheim’s ‘Sweeney Todd’ in December 2011.• 1st XV rugby player 2010/11 and 2011/12.• Chorister in the school Chapel Choir for 5 years.• Played the Cello in a school quartet for 5 years.• Member of the Kent Rugby Football Club squad at Under 18 level.• Represented Kent Schools Swimming Association: Butterfly and Front crawl at under 13• British Sub-Aqua Club – qualified to Dive Leader whilst at Tonbridge.• Non-commissioned Colour Sergeant within the Army Section of the Combined Cadet Force. Show less

    • University of Exeter

      2013 - 2016
      Bachelor of Arts (Hons) Philosophy with Theology 2:1 BA (Hons) Philosophy with Theology.

      Activities and Societies: Exeter Footlights. Exeter University Rugby Football Club. Exeter University Officer Training Corps. • Officer Cadet at Exeter University Officer Training Corps.• Member of ‘The Exeter Footlights’.• Played Action in ‘West Side Story’ to a sold-out Northcott Theatre.• Played Raoul in ‘The Phantom of the Opera’ to a sold-out Northcott Theatre.• Compered the Exeter Dance Society end of year production.• British University & College Sport Trophy winning Fresh 1st Rugby team.• Publicity and Sponsorship secretary for the Exeter University Rugby Football Club.• British… Show more • Officer Cadet at Exeter University Officer Training Corps.• Member of ‘The Exeter Footlights’.• Played Action in ‘West Side Story’ to a sold-out Northcott Theatre.• Played Raoul in ‘The Phantom of the Opera’ to a sold-out Northcott Theatre.• Compered the Exeter Dance Society end of year production.• British University & College Sport Trophy winning Fresh 1st Rugby team.• Publicity and Sponsorship secretary for the Exeter University Rugby Football Club.• British University & College Sport Championship winning 1st XV Rugby Team at Twickenham.• Exeter University Club Colours. Show less

    • NYU Stern School of Business

      2022 - 2024
      Master of Business Administration - MBA
    • IPADE Business School

      2024 - 2024
      Global Business Immersion International Business
  • Experience

    • Marsh Academy

      Sept 2012 - Dec 2012
      Learning Mentor

      This has provided me with an opportunity to teach students from a wide range of backgrounds a variety of subjects whilst also learning how to devote appropriate attention to all of my responsibilities and take positive action to meet those responsibilities. The experience has improved my ability to create relationships with others, be they other members of staff, my peers or pupils and work harmoniously and effectively with them.• Support students and encourage them to have confidence in their own ability to succeed.• Enable students to become aware of the opportunities available outside of the Romney Marsh.• Develop a 1:1 relationship with students needing particular help.• Set up a rowing club and take part in the Drama club after school.• Leading a school trip to the Outward Bound Trust Centre in the Lake District.• Support students’ choices of pathways at 16+, specifically assisting with CVs, interview skills and university applications.• Being a role model.• Supervising group activities.• Helping with outings and sports events such as ski trips to local dry ski slopes and refereeing school matches.• Set up a charity fund: ‘The Tonbridge School-Marsh Academy Travel Fund’ to give Marsh Academy students the opportunity to attend school trips which would otherwise not be possible due to financial constraints. Show less

    • Appco Group

      Feb 2013 - Apr 2013
      Sales and Marketing Consultant

      While travelling in Australia I applied to work for this Sales and Marketing Company. I was taught a wide range of sales techniques from learning to pitch to handling objections. The client I was given was Surf Life Saving Australia, a charity that provided equipment and training for volunteers who patrol the Australian beaches. This experience has taught me how to create relationships with customers very quickly and has improved my ability to sell to a wide range of people.• Weekly personal best sales total $56,000 raised for SLS. An office best and 7th highest sales total for the week across the whole of Australia.• Led a business trip to Bowen which raised $130,000 between four Sales Consultants.• Promoted to Leader within four days of starting. On each of the four days I was the highest seller in the office and was mentioned in the countrywide bulletin.• Promoted two independent contractors to Leader through training.• Attended the countrywide meet of all of the Appco Group companies and won a sales Achievement award.• Developed 1:1 relationships with customers.• Ran focus sessions in the morning meetings. Show less

    • British Army

      Sept 2013 - Jul 2014
      Officer Cadet
    • Rugby Vertical

      Jan 2014 - May 2019
      Founder
    • Simmons & Simmons

      Jun 2014 - Jun 2014
      Work Experience

      • Helped in the Business Development and Marketing groups in Simmons & Simmons.• Worked on an alternative resourcing project being set up at the time.• Proof read litigation documents.• Created a document based on possible investment from China and the possibility of London becoming the first off shore Renminbi site.

    • STJ Advisors LLP

      Jul 2014 - Aug 2014
      Work experience

      • Created a deal bible for Saga and Royal Mail’s IPO in which STJ had an integral role.• Created a report analysing eight banks’ request for proposals based on one of STJ’s client’s potential IPO.• Analysed the performances of other comparables so that the likely outcome of our client’s potential IPO could be mapped.• Every week I was responsible for writing up a list of companies that were rumoured to be contemplating an IPO and then present it to the company in their weekly meeting. This information I would acquire through online research.• Used Bloomberg and Dealogic software to create various databases, graphs and tables to aid presentations.• Built a Private Equity database for the EU and Asian Markets. Show less

    • Francis Clark Chartered Accountants

      Mar 2015 - Jul 2015
      Corporate Finance Assistant

      Worked part-time whilst studying at University and full time out of term time, I assisted associates and partners with Corporate Finance Accountancy work. Projects:- Writing Due Diligences- Building Information Memorandums- Drafting Business Plans- Constructing Financial Planning models- Detailing a Share Offer Document- Creating relevant graphs to explain trends in the market, businesses' trading performances or a variety of other Corporate Finance based topicsOther responsibilities:- Research of target companies- Updating of target lists- Reading and editing of articles- Assisting the planning of a workshop day run by Francis Clark. Show less

    • Aon

      Jul 2015 - Jul 2015
      Work experience

      Rotations:- Retrocession- Property Treaty- Marine- Kidnap and Ransom- Day with Ark Syndicate

    • Aon

      Sept 2016 - Sept 2020

      First Rotation - Non-Marine RetrocessionSecond Rotation - US Property TreatyThird Rotation - Offshore Energy FacultativeFourth Rotation - Marine Specialty CompositeAon Link Committee MemberLloyd’s Community Programme IntoWork MentorLloyd’s Reinsurance Under 35s MemberMember of the Aon Diversity & Inclusion Council (specifically working with the Multicultural Network and Linking Generations Network)Digital Minds (DXC Technology) Delegate for Aon BenfieldAon Benfield UK Next Generation Committee Member Show less

      • Non-Marine Retrocession Broker

        Mar 2018 - Sept 2020
      • Graduate Reinsurance Broker

        Sept 2016 - Feb 2018
    • Lockton Re

      Sept 2020 - now
      • Senior Broker - Retrocession and Property Specialty

        Jul 2023 - now
      • Retrocession and Property Specialty Broker

        Sept 2022 - Jul 2023
      • Retrocession and Property Specialty Broker

        Sept 2020 - Sept 2022
  • Licenses & Certifications

    • Series 63

      FINRA
      Aug 2024
    • Series 7

      FINRA
      Aug 2024
    • Chartered Financial Analyst (CFA)

      CFA Institute
      Mar 2022
      View certificate certificate
    • Securities Industry Essentials (SIE)

      FINRA
      Jun 2024
    • Diploma in Insurance

      Chartered Insurance Institute
      Dec 2017
    • Advanced Diploma in Insurance

      Chartered Insurance Institute
      Feb 2019
    • Cetrificate in Insurance

      Chartered Insurance Institute
      Jan 2017
  • Volunteer Experience

    • Vice President

      Issued by U.S. Reinsurance Under 40s Group on Jul 2024
      U.S. Reinsurance Under 40s GroupAssociated with Fred Wheadon
    • Freeman

      Issued by The Skinners'​ Company on Dec 2019
      The Skinners'​ CompanyAssociated with Fred Wheadon
    • Freeman

      Issued by City of London Corporation on Dec 2019
      City of London CorporationAssociated with Fred Wheadon
    • Freeman

      Issued by Worshipful Company of Insurers on Oct 2017
      Worshipful Company of InsurersAssociated with Fred Wheadon
    • Charity Committee Co-Chair

      Issued by U.S. Reinsurance Under 40s Group on Jul 2023
      U.S. Reinsurance Under 40s GroupAssociated with Fred Wheadon
    • Apprentice

      Issued by The Skinners'​ Company on Dec 2014
      The Skinners'​ CompanyAssociated with Fred Wheadon