Francesca Vogel, Mba Email & Phone Number

Wilmington, De

Wilmingt

Aston, Pa

Leadership of multiple top-performing financial services programs: business development/sales, strategic partnerships development program, wealth management program, community engagement, and event planning, financial literacy programming and foundation grant administration.* Portfolio/relationship management of 1200+ organization partners including businesses, universities, non-profits/foundations, community and government entities, designing service and engagement programs to drive… Show more Leadership of multiple top-performing financial services programs: business development/sales, strategic partnerships development program, wealth management program, community engagement, and event planning, financial literacy programming and foundation grant administration.* Portfolio/relationship management of 1200+ organization partners including businesses, universities, non-profits/foundations, community and government entities, designing service and engagement programs to drive growth, membership and revenue. CRM skills. * Development of partnership/customer onboarding and marketing plans with consistently outstanding customer experience ratings. * Building new prospect pipelines, business opportunities, strategic partners and vendors producing additional revenue streams/growth.* Directing the $127 MM asset wealth management program and team consistently ranking in the top 10% in the national profile meriting President’s Circle status.* Project management/leadership of collaborative, cross-functional teams to support service-delivery, problem resolution, new initiatives.* Designing/implementing referral programs/incentives, cultivating effective lead generation across all consumer and commercial banking lines of business.* Excellent verbal and written communications with C-suite management, Boards and all levels of leadership, including the writing of the corporate strategic business plan and aligned departmental plans, redrafting of vision and mission, publication of monthly newsletter to foster teamwork and strategic alignment. * Leadership and management of community educational programs, financial literacy and foundation grants and scholarship stewardship.* Community event planning and operational management of a full-service Mobile Banking Branch. * Supervising, developing and mentoring high-performing teams, implementing motivational recognition programs and leadership best practices. Show less

Philadelphia, Pa

Leadership of regional business development opportunities, proposals and strategies for innovative solutions, new revenue opportunities, program development and market expansions. Cultivating C-level relationships and partnership management with corporations, non-profits and organizations, implementing marketing strategies to increase financial services growth. Leading regional strategic planning efforts and developing mission-aligned business plans and community engagement strategies to… Show more Leadership of regional business development opportunities, proposals and strategies for innovative solutions, new revenue opportunities, program development and market expansions. Cultivating C-level relationships and partnership management with corporations, non-profits and organizations, implementing marketing strategies to increase financial services growth. Leading regional strategic planning efforts and developing mission-aligned business plans and community engagement strategies to achieve growth and customer experience goals. Developing top-performing branch teams, managing advisory boards and volunteer engagement.*Led successful federally approved market expansions increasing market footprint to three Greater Philadelphia underserved county areas resulting in $11MM in loans, $9MM in deposits and 1600 new members. *Led the $123MM wealth management program growth and marketing to members. *Led strategic cultivation for federally approved credit union merger acquisitions of the Philadelphia Orchestra, Eagle Point Refinery, and Defense Supply, successfully executing merger onboarding and marketing plans.* Relationship management of 90+ corporate partners, leveraging interpersonal communications and organizational to plan partner integration events, educational seminars/workshops and financial services promotions.*Initiated cooperative partnerships for joint programs with community development groups, cooperatives, government agencies, universities to drive growth and brand influence. * Led professional development initiatives through inception of Sun Federal University, designed curriculum; led courses for employees/volunteers.* Led community public speaking/media engagements, professional presentations and analyses for senior management, Board of Directors, ensured effective, regular communications with all internal/external stakeholders to achieve strategic goals.* Led strategic direction for philanthropy committee and gift stewardship. Show less

Greater Philadelphia Area

Planned and achieved successful sales/growth objectives for the region and developed new programs leading to a promotion as Vice President within the organization. Highlights: Driving growth by cultivating new partnership prospects and engaging company onboarding programs, company/community relationship management, financial education deployment, strategic geographic expansions & strategic plan development/execution. Project management and collaborative team leadership of various… Show more Planned and achieved successful sales/growth objectives for the region and developed new programs leading to a promotion as Vice President within the organization. Highlights: Driving growth by cultivating new partnership prospects and engaging company onboarding programs, company/community relationship management, financial education deployment, strategic geographic expansions & strategic plan development/execution. Project management and collaborative team leadership of various financial services program launches and digital initiatives. Performed analysis, reporting and presentation of member demographics to identify growth opportunities with senior management and Board of Directors. Show less

Lewisburg, Pa

Collaborated across departments within the University and with banks leveraging expertise to meet needs of business clients and SBDC-SBA lending programs. Counseled businesses in business organization procedures, business and marketing plan development, market research & expansion, bank loans and funding strategies. Assumed responsibilities as Acting Director, collaborating with faculty and administrators to meet client needs. Collaborated with University engineers, management faculty, deans… Show more Collaborated across departments within the University and with banks leveraging expertise to meet needs of business clients and SBDC-SBA lending programs. Counseled businesses in business organization procedures, business and marketing plan development, market research & expansion, bank loans and funding strategies. Assumed responsibilities as Acting Director, collaborating with faculty and administrators to meet client needs. Collaborated with University engineers, management faculty, deans and directors on joint development projects ensuring excellence in service oriented solutions for business clients. Supervised and trained a team of student interns; presented educational seminars and acted as a community spokesperson/ambassador for the SBDC. Show less

Master'S Degree (Mba) & Bachelor'S Degree (Bsba), Business Admin

Activities and Societies: Delta Mu Delta Business Honorary Society, Graduated Magna Cum Laude, Delta Gamma, The Bucknellian- Editor.

College Prep

Activities and Societies: Valedictorian, National Honor Society, NJ Distinguished Scholar, Math League, Art Club, Kiwanas Club, Track &.