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Nathan Fullmer is listed as Private Wealth Management Professional based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Nathan Fullmer.
Nathan Fullmer previously worked as Investment Banking Analyst at Bryant Park Capital and Wealth Management Associate at Fairman Group Family Office. Nathan Fullmer holds Bachelor Of Science In Business Administration, Finance from Drexel University.
I am a graduating senior at Drexel University in Philadelphia, and I will be graduating in December 2020 and beginning my career as a Wealth Management Associate at Fairman Group Family Office following my graduation. In my time at Drexel, I have been able to work in a variety of industries that comprise the financial services sector including investment accounting, wealth management and investment banking. Through these experiences, I have been able to make use of the financial skills I have learned in the classroom including DCF analyses, data analysis using Excel, presentation creation using PowerPoint and public speaking. I am enthusiastic about starting my career in the wealth management industry as I continue to learn, grow and sharpen my financial skills.
Listed skills include Leadership, Teamwork, Analytical Skills, Microsoft Excel, and 2 others.
A career timeline built from the work history available for this profile.
Conshohocken, Pennsylvania, United States
• Performed relative valuation analyses to show clients the multiples for which their businesses could be sold• Created materials using PowerPoint and Excel to market deals to potential counterparties and investors• Researched key performance indicators for cannabis companies across the United States and Canada to identify potential investment targets
Chesterbrook, Pennsylvania, United States
• Produced performance reports and asset allocation schedules for quarterly client meetings• Assisted in transition of firm's performance reporting software from PortfolioCenter to Addepar• Recommended purchases and sales of mutual funds within client portfolios to advisers• Drafted and processed forms with Charles Schwab to maintain client accounts
Philadelphia, Pennsylvania, United States
• Monitored cash projections to alert portfolio managers of potential account overdrafts• Communicated with portfolio managers and custodian banks to repatriate foreign currencies• Researched account balance discrepancies using custodian bank websites and cash reconciliations
Activities and Societies: Eagle Scout in Boy Scouts of America, Business Club, Varsity Soccer Team, Varsity Tennis Team, Key Club
Quick answers generated from the profile data available on this page.
Nathan Fullmer is listed as Private Wealth Management Professional.
Nathan Fullmer is based in Philadelphia, Pennsylvania, United States.
Nathan Fullmer has worked for Bryant Park Capital, Fairman Group Family Office, and Macquarie Group.
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Nathan Fullmer holds Bachelor Of Science In Business Administration, Finance from Drexel University.
Nathan Fullmer is listed with skills including Leadership, Teamwork, Analytical Skills, Microsoft Excel, Public Speaking, and Team Leadership.
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