Nathan Croswhite
About Nathan Croswhite
Nathan Croswhite serves as the Vice President and Director of Institutional Solutions at Transamerica, a position he has held since 2017. He has a background in finance, having previously worked at Merrill Lynch and Transamerica in various roles, and he holds a Bachelor of Business Administration in Finance from Jones University.
Current Role at Transamerica
Nathan Croswhite serves as Vice President and Director of Institutional Solutions at Transamerica. He has held this position since 2017, contributing to the company's strategic initiatives in mutual funds and registered investment advisors. His role involves overseeing institutional solutions and ensuring the alignment of products with client needs. Croswhite's expertise in finance supports Transamerica's commitment to delivering effective investment strategies.
Previous Experience at Merrill Lynch
Before joining Transamerica, Nathan Croswhite worked as a Financial Advisor at Merrill Lynch from 2012 to 2013. During his time in New York, he gained valuable experience in financial planning and investment management. This role allowed him to develop skills in client relationship management and investment strategies, which he later applied in his subsequent positions.
Tenure at Transamerica as Mutual Fund Wholesaler
Nathan Croswhite worked at Transamerica as a Mutual Fund Wholesaler from 2013 to 2017. Based in Maryland, he focused on promoting mutual fund products and building relationships with financial advisors. His efforts contributed to the growth of Transamerica's mutual fund offerings and enhanced the company's market presence.
Education and Academic Background
Nathan Croswhite studied at Jones International University, where he earned a Bachelor of Business Administration with a focus on Finance from 2009 to 2011. His education provided a solid foundation in financial principles and business practices. Additionally, he attended Jones University School of Business, further solidifying his expertise in finance.
Role as Military Liaison
Croswhite also served as a Military Liaison at Jones International University from 2009 to 2012. In this role, he facilitated communication and support for military students, helping them navigate their educational paths. This experience enhanced his skills in outreach and program development.