
Fred Wheadon
Learning Mentor

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

Tonbridge School
2007 - 20121 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 - 2016Bachelor 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 - 2024Master of Business Administration - MBA
IPADE Business School
2024 - 2024Global Business Immersion International Business
Experience

Marsh Academy
Sept 2012 - Dec 2012Learning MentorThis 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 2013Sales and Marketing ConsultantWhile 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 2014Officer Cadet
Rugby Vertical
Jan 2014 - May 2019Founder
Simmons & Simmons
Jun 2014 - Jun 2014Work 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 2014Work 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 2015Corporate Finance AssistantWorked 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 2015Work experienceRotations:- Retrocession- Property Treaty- Marine- Kidnap and Ransom- Day with Ark Syndicate

Aon
Sept 2016 - Sept 2020First 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 2020Graduate Reinsurance Broker
Sept 2016 - Feb 2018

Lockton Re
Sept 2020 - nowSenior Broker - Retrocession and Property Specialty
Jul 2023 - nowRetrocession and Property Specialty Broker
Sept 2022 - Jul 2023Retrocession and Property Specialty Broker
Sept 2020 - Sept 2022
Licenses & Certifications

Series 63
FINRAAug 2024
Series 7
FINRAAug 2024- View certificate

Chartered Financial Analyst (CFA)
CFA InstituteMar 2022 
Securities Industry Essentials (SIE)
FINRAJun 2024
Diploma in Insurance
Chartered Insurance InstituteDec 2017
Advanced Diploma in Insurance
Chartered Insurance InstituteFeb 2019
Cetrificate in Insurance
Chartered Insurance InstituteJan 2017
Volunteer Experience
Vice President
Issued by U.S. Reinsurance Under 40s Group on Jul 2024
Associated with Fred WheadonFreeman
Issued by The Skinners' Company on Dec 2019
Associated with Fred WheadonFreeman
Issued by City of London Corporation on Dec 2019
Associated with Fred WheadonFreeman
Issued by Worshipful Company of Insurers on Oct 2017
Associated with Fred WheadonCharity Committee Co-Chair
Issued by U.S. Reinsurance Under 40s Group on Jul 2023
Associated with Fred WheadonApprentice
Issued by The Skinners' Company on Dec 2014
Associated with Fred Wheadon
Languages
- enEnglish
- frFrench
- maMandarin
- itItalian
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