Nancy Fuller Email & Phone Number

Norwell, Massachusetts

Credit and Risk Management Consultants helping financial institutions and their advisors better understand, analyze and manage the regulatory and counter party risks associated with their BOLI assets.

Boston, MA

• Managed team responsible for over $13Bn in direct credit and counterparty risk limits. Risk ratings and credit limits were underwritten and tracked for 160 (+) entities including domestic and global banks.
• Member of Global Banking and Markets Credit Committee.
• Member of Credit Oversight Committee for the ALCO portfolio.
• Approved the final terms of any negotiated ISDA/CSA/MFSTA.
• Credit coordinator for the 2013 implementation of the Dodd-Frank capital markets reforms.
• Insured the timely approval of Regulatory reporting including Reg F and Reg W.

Boston, MA

Established the insurance and mutual funds industry specialty within the Financial Institutions Group at Sovereign Bank. Developed underwriting guidelines and white papers, and initiated a deal flow that resulted in over $800M in direct commitments.

Boston, MA

• Met the investment, credit, wealth planning, and capital markets needs of high net worth clients.
• NASD Series 7 and Series 66 licensed.

Boston, MA

• Director, Specialized Industries - Retail and Apparel Group (1995-1999)Originator, Team Leader and Relationship Manager
• Originated and/or agented over $600M in corporate loan facilities.
• Responsible for the New York City and Los Angeles markets.Vice President, Financial Institutions Division (1986-1995)
• Senior banker for northeastern U.S. multi-line insurance companies and money management firms, captives in Bermuda, and Lloyd’s syndicates in London. Cash Management Specialist (1982-1984)

Ab, Government

Mba, Finance

Master Of Business Administration - Mba, Accounting And Finance