Louisa Fan

Foreign Exchange @Wells Fargo

Charlotte, NC, US

Established a foreign exchange and interest rate cap execution group for the Commercial Rates and FX team to centralize trade execution across the nationwide platform and increase efficiencies in the existing methods of trade execution∙ Coordinated and ran testing with technology and product teams to develop improvements to the existing trading platforms for the foreign exchange team∙ Consolidated revenue reporting for senior management on a weekly, monthly and quarterly basis as well as assembling ad-hoc updates on regional specific trends in order to review the overall business performance∙ Provided smooth execution on a variety of foreign exchange and interest rate cap executions and connected with appropriate sales teams on a regular basis to further develop client relationshipsSpecialization in providing middle to large size corporations with foreign exchange risk management solutions and structuring tailored solutions to align with client foreign currency exposures • Marketed and assisted in implementing digital and online payment systems, risk management, and treasury system solutions to clients• Led full sales cycle by prospecting leads, quantifying opportunities, proposing solutions, negotiating terms, closing, and coordinating system implementation∙ Devised standard training practices for new hires to the platform and acted as a mentor for junior talent