Nick Farguson
San Francisco,USA
Summary
Dedicated and consultative client focused advisor working with tech companies to support their global strategy and vision. With a total of 18 years in banking, 12 of which, in FX sales and trading, I have become a trusted advisor for our portfolio of global clients and an integral part of the relationship banking team with an interest in continuing to develop as a strategic sales advisor.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Foreign Exchange Sales, VP I - III
Silicon Valley Bank
04.2018 - Current
- Drove consultative sales across high-growth enterprise software, hardware, life sciences, and mid-market technology companies in the Bay Area, building deep client relationships and delivering consistent FX revenue growth. Specific sector focus within Enterprise SAAS and our deep tech portfolio.
- Advised corporate c-suite, finance and treasury teams on global treasury strategy, including managing foreign expenses, revenue streams, fundraising, and acquisition costs, aligning solutions with their international growth objectives and ambitions.
- Partnered with relationship managers and sales teams to deliver a unified, cross-bank platform approach that strengthened client portfolios and generated new business opportunities.
- Spearheaded and contributed to cross-functional working groups to design new products, define sales KPIs, develop go-to-market initiatives, and optimize team structures.
- Delivered sales training sessions for FX teams, with a focus on effectively serving SaaS clients and navigating industry-specific challenges.
- Mentored junior associates, fostering professional growth and enhancing team advisory capabilities.
- Served as a key resource to banking teams by providing timely market insights and commentary on FX impacts to client portfolios.
Corporate Senior FX Associate, AVP
Wells Fargo Securities
10.2013 - 03.2018
- Senior associate managing FX risk and advising client FX strategy, contributing to desk sales goals, and achieving 100% of sales goals for 2015 & 2016.
- Supported FX specialists in managing desk activity and client-facing FX risk through successful trade execution for middle market and large corporate clients, facilitating trades exceeding $100 million.
- Generated marketable leads, created pitches, participated in sales calls, and organized and led FX client events and seminars.
- Collaborated with FX traders, liquidity providers, relationship managers, business development officers, credit underwriters, compliance personnel, and middle and back office teams.
- Partnered with treasury management teams to help implement customized global treasury solutions for fintech and e-commerce clients.
Accountant 4/Operations Analyst
Wells Fargo Securities
03.2010 - 10.2013
- Managed books for the MTOB portfolio, handling purchases, terminations, accruals, and new issuances for over 500 trusts with assets over $12B.
- Enhanced daily and monthly processes for MTOB, CDS, OTTI, and COF portfolios, including variance and ledger analysis, reporting, quality assurance, and back office processes.
Senior Auditor (Lead Auditor) in the Rotation & Training Program | Wholesale Banking
Wells Fargo Audit Security
07.2007 - 03.2010
- Participated in and lead full scope audits within wholesale banking asset management.
- Developed audit engagements including performing an extensive business analysis, organizing and delegating duties to the audit team, and assessing internal and external risks and controls.
- Managed communication across the project, between business line management and the audit team.
Education
Bachelor of Science - Finance
Santa Clara University
Santa Clara, California07.2007
Skills
- Consultative sales
- Relationship management
- Strategic business development
- Product development
- Strong financial insight & analysis
- Quantitative analysis
- FX trading and sales expertise
- Trade execution
- Derivatives trading
- Enterprise SAAS business model
Certification
- Bloomberg terminal training
- Financial Training Partners – Mergers & Acquisitions
- New York Institute of Finance – 2008 Credit, Banking, Accounting, Capital Markets, & Communications Training
- Training the Street – Financial Modeling in Excel
- CFSA – Certified Financial Services Auditor
- Lead Auditor Training
Hobbies and Interests
- Children's school and sports activities
- Travel
- Fitness
- Golf
- DIY home improvement projects
Timeline
Foreign Exchange Sales, VP I - III
Silicon Valley Bank
04.2018 - Current
Corporate Senior FX Associate, AVP
Wells Fargo Securities
10.2013 - 03.2018
Accountant 4/Operations Analyst
Wells Fargo Securities
03.2010 - 10.2013
Senior Auditor (Lead Auditor) in the Rotation & Training Program | Wholesale Banking
Wells Fargo Audit Security
07.2007 - 03.2010
Bachelor of Science - Finance
Santa Clara University
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