Ann Gill Email & Phone Number

Malvern, PA

Vanguard Charitable is a leading public charity which sponsors cost-effective donor-advised funds, and is committed to offering consistently high-quality experience to donors who wish to build a charitable legacy. We firmly believe in the importance of long-term, strategic charitable planning that minimizes costs, and we are proud to offer the highest.

Greater Philadelphia Area

• Recruited to launch new business initiative capitalizing on opportunities in one of region’s fastest growing economic sectors
• Lead team of sales, credit and service professionals responsible for developing and managing multifaceted relationships with public & private colleges and universities, select K-12 private schools, large cultural.
• Develop and implemented business strategy focused on disciplined balance sheet growth, investment banking, cross sell of treasury management, risk management, and institutional asset management solutions
• Successfully executed risk management strategy during economic downturn resulting in zero losses and improved risk return
• Recognized for motivational leadership, talent development and coaching during period of tremendous change

Greater Philadelphia Area

• Developed and successfully executed a merger integration plan effectively leveraging the complimentary product sets, talent and client base of First Union and CoreStates
• Directed all financial objectives for one of the largest industry groups within the Investment Bank
• Led the evolution of a changing business model for client coverage emphasizing more capital markets fee and advisory revenue across multiple sectors of financial institutions in the US, Canada and Bermuda
• Developed comprehensive sales strategy for the asset management and securities industry sectors focusing on global investment banks, asset management firms and closed end funds

Greater Philadelphia Area

• Integrated acquired bank (Meridian) client base and staff
• Leveraged cross-sell product strategy across all industry segments

Greater Philadelphia Area

• Led strategic planning process for all wholesale banking groups to include competitive assessment and proposed required investment by business unit to achieve growth targets
• Development of customer satisfaction metrics and corporate scorecard for relationship management
• Conducted strategic assessment of merger candidates and due diligence review

Greater Philadelphia Area

• Directed the integration of acquired bank portfolio and talent (First Pennsylvania & New Jersey National Bank)
• Achieved the turnaround of declining loan portfolio and improved profitability of combined business units

Greater Philadelphia Area

• Developed and executed strategy to broaden penetration of ancillary products in credit intensive portfolio in the government, utility, media and healthcare sectors

Greater Philadelphia Area

• Redesigned interviewing and recruiting process for entry level talent; engaged senior leadership in process
• Modified training program curriculum to include cash management rotation and expand classroom segment
• Coordinated performance management and placement of 40 analysts annually to meet needs of wholesale bank

Greater Philadelphia Area

• Cultivated profitable client relationships among companies with revenues > $250MM in northern NJ, NY, CT in consumer products and pharmaceutical industries
• Managed several high profile and complex relationships in the Philadelphia market

Greater Philadelphia Area

• Promoted early from training program to jump start bank-wide cross sell initiative
• Consultative treasury sales to large corporate sector in the Mid-Atlantic Region

Greater Philadelphia Area

• Completed intensive credit training with emphasis on cash flow, capital structure and collateral analysis
• Participated in six month rotational assignments in Large Corporate, Asset Based Lending, Financial Institutions and Middle Market Corporate Banking groups