James Wheatley in

James Wheatley

Energizer · DISC type I
Divisional Director - Corporate Finance at St. James’s Place
📍 Cirencester, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
12 Years
Current Role
Divisional Director - Corporate Finance
Job Level
Mid-senior
Location
Cirencester, England, United Kingdom
Personality Overview

How James shows up

Full Of Energy
Big Picture Person
Relationship Oriented

They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2026
Divisional Director - Corporate Finance
St. James’s Place
12-2022 - 12-2025
Head of Division - Debt Funding
St. James’s Place
7-2021 - 12-2022
Head of Debt Funding
St. James’s Place
11-2018 - 6-2021
Debt Funding Manager
St. James’s Place
9-2014 - 10-2018
Financial Analyst
St. James’s Place
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2014
Bachelor of Science (BSC)
Cardiff University / Prifysgol Caerdydd
2008 - 2010
Education details unavailable
Marling School, Stroud
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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