Caroline Wharton

Chief Financial Officer at IAMPASS

Caroline Wharton has extensive work experience in the banking and finance industry. Caroline currently holds the position of Executive in Residence at Cornell Tech, starting in May 2023. Prior to that, Caroline was the Chief Financial Officer and Advisor at IAMPASS, starting in September 2022 and November 2021 respectively.

Before their role at IAMPASS, Caroline worked at Wells Fargo Bank N.A. for five years as the Senior Vice President of Technology, Media & Telecom. Caroline was responsible for providing banking solutions to clients in the TMT sector and leveraging Wells Fargo's connectivity in the US tech space to European clients.

Caroline had a long tenure at Wells Fargo, starting in 2007. Caroline held various roles during their time there, including Senior Vice President of Global Banking - Regional Vice President Northeast. In this role, they led a team of bankers based in New York and Boston, providing banking solutions to companies in the northeastern United States. Caroline was also the Vice President of Global Banking - Global Corporate Consultant, based in Chicago, where they focused on developing international banking opportunities with large US-based corporations. Caroline also served as the Vice President and Senior Relationship Manager for EMEA, where they played a vital role in building and developing the large corporate business in western Europe, Ireland, and France.

Overall, Caroline Wharton's work experience demonstrates their expertise in corporate banking, international banking, and leadership roles within the finance industry.

Caroline Wharton obtained a Master's degree in Marketing from UCD Michael Smurfit Graduate Business School, which they attended from 1997 to 1998. Prior to that, they completed a Bachelor of Commerce degree at University College Cork from 1993 to 1997. Additionally, Caroline received certification in FINRA Series 79 & 63 Limited Investment Banking Representative from FINRA. The exact dates of their FINRA certification are not provided.

Links

Peers

View in org chart

Timeline

  • Chief Financial Officer

    September, 2022 - present

  • Advisor

    November, 2021