Anna Vu Email & Phone Number

Menlo Park, Ca, Us

Santa Clara, Ca, Us

- Served as a primary corporate spokesperson for the investment community on an award-winning investor relations team (voted 3rd Place Best Investor Relations Program for Large Cap Banks – Institutional Investor, 2022)- Drove development of investor narrative and quarterly earnings materials - Redesigned earnings presentation – the Bank’s primary earnings document (voted 3rd Place Best Communication of Strategy and Risk Management amid COVID-19 for Large Cap Banks – Institutional Investor, 2021)- Created investor communications and disclosures for key strategic actions (e.g., capital raises, M&A, strategic partnerships and other material developments)- Drove investor outreach strategy to optimize the Bank's investor base- Provided direction and feedback on the Bank’s ESG communications strategy as a key member of the ESG Communications and Disclosures Working Group- Collaborated with the ESG team to create SVB’s inaugural ESG Report (voted 1st place Best ESG Communications for Large Cap Banks – Institutional Investor, 2022)

Santa Clara, Ca, Us

San Francisco, Ca, Us

- Served as a corporate spokesperson for the investment community on an award-winning investor relations team (voted 2nd Place Best Investor Relations Program for Large Cap Banks – Institutional Investor, 2018)- Led meetings, bus tours, roadshows and conferences with the Bank’s executive team and advised on messaging- Developed content for the earnings release process, including the investor presentation and FAQs- Designed strategic playbooks in anticipation of material events (e.g., S&P 500 inclusion)- Managed the Bank’s proxy and ESG shareholder engagement program and led the creation of the Bank’s Proxy Statement - Created First Republic’s inaugural ESG report- Conducted internal trainings to educate colleagues about the Bank’s strategy

San Francisco, California, Us

Founded in 2013, LendingHome is a private fintech lender that combines the very best technology and a diversified pool of capital to provide real estate loans that are simple, fast, transparent and competitively priced. The Risk Management team is in charge of designing, implementing, and monitoring LendingHome's loan programs while balancing growth targets and speed to close against portfolio performance and origination quality. - Led operational risk management for a high growth online marketplace mortgage lender- Partnered with Product Engineering to maximize operational efficiencies and origination quality by designing business requirements for LendingHome’s proprietary origination platform- Developed processes to implement credit requirements, minimize origination errors, and prevent fraud- Conducted trainings on new technology product launches for a 100-person sales and operations organization- Designed, implemented, and oversaw LendingHome’s inaugural change management process. Analyzed and approved changes that impacted credit, operations, funding, and legal/compliance risk at the management and board level

San Francisco, California, Us

The Capital Markets team manages LendingHome's liquidity risk and optimizes the firm's cost of capital by securing institutional investors to purchase loans that we originate and by partnering with lenders to expand our balance sheet.- Led investor relations and business development to source institutional capital for LendingHome’s innovative loan programs- Designed an end-to-end sales process, spanning lead generation, marketing and diligence materials creation, legal contract negotiation, and trade execution- Signed LendingHome’s first outside investor and closed 250mm of loan sales- Developed new loan programs and led LendingHome’s jumbo loan pilot- Organized LendingHome’s conference presence and conducted investor roadshows- Collaborated internally to drive improvements in credit, operations procedures, and technology

Charlotte, Nc, Us

- Primary structured products sales coverage for over 25 west coast financial institutions- Built and developed client relationships to drive sales in mortgage backed securities, producing strong revenue growth each year (+30% in 2013, +180% in 2012, and +140% in 2011)- Advised clients on investment strategies by dissecting market data and key news events- Analyzed cash flows to select securities that best fit clients’ investment objectives- Conducted roadshows for issuers, research analysts, and traders- Appointed Diversity Chair for Stanford undergraduate recruiting and mentoring

Charlotte, Nc, Us

New York, New York, Us

- Primary analyst for senior members of the west coast structured products sales team- Sourced and pitched attractive investment opportunities for teammates’ accounts- Built relationships with the largest west coast financial institutions- Promoted to the 3rd year analyst program- Awarded client coverage – the only analyst on the west coast to attain account ownership

New York, New York, Us

- Structured, pitched, and executed derivatives to hedge interest rate and currency risk of corporations- Analyzed clients’ financial statements to identify interest rate and foreign currency exposure. Streamlined and automated this process- Modeled and priced derivative trades and associated costs to hedge credit risk- Built presentations for client meetings and ongoing dialogue