Nancy Trieu

Nancy Trieu is a senior liquidity advisor and is based in New York City. She takes pride in delivering value to and working in partnership with clients to help them achieve their investment objectives as their business dynamics evolve.

Nancy and her colleagues lead the client relationship and business development strategy that positions SVB’s liquidity products and investment management capabilities to meet the ever-evolving demands of the bank’s corporate cash management clients. She identifies the products and services that can best help satisfy clients’ cash and liquidity management needs, which span across banking and investment management platforms for early-stage startups to large public enterprises. She keeps focused on building and strengthening relationships with clients and helping clients preserve capital, satisfy liquidity needs and optimize return, so they can concentrate on their core business.

She joined SAM as a portfolio advisor in 2010, where she managed client relationships across the San Francisco Bay Area, Silicon Valley and the Southeast. Before joining SVB, Nancy held positions within the cash management group at Barclays Global Investors (now BlackRock) and in wealth management at UBS Financial Services.

She earned her master’s degree in business administration with a concentration in management/strategy consulting at the University of North Carolina’s Kenan-Flagler Business School. During this intensive program, she pursued international studies with an emphasis on leadership, business innovation, entrepreneurship and emerging markets. In addition to her master’s degree, Nancy holds a bachelor’s degree in psychology from California State University, Long Beach, as well as a certificate in finance-investment management from the University of California, Berkeley.

In her free time, Nancy loves to travel so she can experience new cultures and different perspectives around the world. To date, Nancy has visited more than 25 countries.