Nicholas Warren Email & Phone Number

Kirkland, Wa, Us

San Francisco Bay Area

Responsible for overseeing a portfolio of large-cap technology corporations with direct credit commitments exceeding $3 billion. This role involves close collaboration with clients to manage their capital structure, policy, and banking relationships across capital markets, credit, rate risk management, foreign exchange, cash management, investments, trade, and supply chain finance. Additionally, leads a program providing Associates the opportunity to work on coverage banking efforts, including workflow allocation, professional development, and mentoring.

San Francisco Bay Area

Managed a total portfolio of 40 clients including my own portfolio of clients and a portfolio supporting Managing Directors on mega-cap technology firms. Cultivated and expanded relationships across various banking products. Successfully executed inaugural high-grade bond offerings, established asset-backed finance facilities, facilitated term debt issuances, and accessed multiple markets to secure financing for M&A transactions, recapitalizations, and corporate growth initiatives.

San Francisco Bay Area

Collaborated with Managing Directors to oversee a portfolio totaling $6.2 billion in direct credit commitments. Crafted compelling business cases and conducted thorough credit analyses for numerous transactions, including multibillion-dollar acquisition financing packages. Additionally, formulated relationship profitability projections to strategically deploy billions of dollars in capital.

San Francisco Bay Area

Completed Wells Fargo’s Credit Management Training Program, a four-month advanced training initiative designed to enhance skills in deal evaluation, debt structuring, underwriting, and business development. Conducted comprehensive credit analyses, including quantitative risk assessment, financial statement analysis, financial modeling, evaluation of industry and business risks, and management assessments. Demonstrated proficiency through tests, presentations, and case studies.

Supported Senior Relationship Managers in underwriting and monitoring a $750 million portfolio comprising middle-market importers/exporters and subsidiaries of international corporations. Structured complex credit transactions for companies facing seasonality and/or cyclicality, including setting appropriate covenants and overseeing waiver processes as necessary.

Assisted multiple Portfolio Managers and Team Leads in underwriting and structuring deals. Conducted thorough analysis of company financial statements, tax documents, and guarantor statements. Achieved internal certifications within accelerated timelines

Bachelor Of Science (B.S.), Economics

Bachelor Of Business Administration (B.B.A.), Finance, General

Activities and Societies: Alpha Gamma Rho, F.I.R.E. (Finance, Insurance, Real Estate) Club