Financial Services Expert
Nathaniel Wharry has over a decade of experience working in financial services. He holds extensive knowledge in delivering financial analysis and critical advice to both institutional and retail clientele.
His particular areas of expertise in the financial industry involve relationship management, client servicing, sales, as well as project management.
Over the years, Nathaniel Wharry has developed many prominent skills in finance which include the following:
-Private Equity -Private Equity Performance Reporting -Private Equity Portfolio Tracking -Private Equity Benchmarking –Public Market Equivalent (PME) Measures and Calculations -General Partner/Private Equity Fund Financials -VBA -Capital Markets -Valuation -Corporate Finance -Private Placements -Financial Models –DCF Models -SEC Regulation -Capital Formation
Before establishing his professional career, Nathaniel Wharry completed his education attending many renowned schools and universities worldwide.
From 1995 to 1998, Wharry attended Lycee Beranger in Paris, France specializing in Literature. He then attended Ecole Nationale de Commerce in Paris graduating with honors in 2000. Two years later, Nathaniel graduated from Groupe IGS, American Business School of Paris with a Bachelor’s degree in Business Administration in Marketing and Finance. Upon earning his Bachelor’s degree, Nathaniel Wharry traveled to the U.S. where he earned his Master of Business Administration in Finance at Fordham University in 2012.
Before attending graduate school, Nathaniel Wharry began working towards his career in finance working as a Financial Services Professional. In this role, he built personal finance expertise in retirement, estate planning, insurance, and college funding. Nathaniel then went on to work as a Licensed Banker with Citigroup where he was recognized with the Citistars award for two consecutive years.
Most recently, Nathaniel Wharry has worked with Burgiss as a Senior Associate. Under this role, Wharry was responsible for leading the Client Services Team. He became the Client Services Private iQ/Burgiss Manager Universe Expert and was selected to conduct initial training for all new relationships. Wharry also became the Public Market Equivalent Calculation Expert within the Client Services team.
Throughout his career, Nathaniel Wharry has found great success in numerous areas of the financial industry. He looks forward to further expanding his career and knowledge of the financial world in the years to come.