Colleen Gill has over 10 years of experience in the financial services industry working in mortgage and private banking roles. She is currently a Vice President and Mortgage Specialist at Citi Private Bank developing mortgage sales plans and serving as a product expert. Previously, she worked at Bank of America Merrill Lynch and Citigroup Global Wealth Management in private banking and lending roles partnering with financial advisors to provide products and services to high net worth clients. She holds relevant licenses and a Bachelor's degree in Business Administration.

1. COLLEEN GILL
174 Three Mile Harbor Road, East Hampton NY 11937 – 347.645.5761 – colleengill@gmail.com
PROFESSIONAL HISTORY
CITI PRIVATE BANK – May 2011 – Present New York, NY
Mortgage Specialist, Vice President – HNW Market, National
 Develop in concert with Private Bankers a comprehensive quarterly mortgage sales plan to support assigned regions,
target market and overall business goals.
 Serve as "product champion" for assigned business and as the primary resource to accumulate and communicate
product information.
 Train and communicate product,policy and program enhancements to all team member including Private Bankers,
US Market Region clients / prospects and their advisors, GCB Retail Sales / B & P, IF Credit Specialists, PBG
International Market Regions - WHEM, AP, Japan, EMEA, Third party referral sources
 Provide regular input to the Regional Management in terms of MIS, competitive feedback, key client status reports,
promotional opportunities,etc.
Private Client Relationship Manager, Vice President – NYC Region
 Cultivates and manages new and existing high priority client relationships to deepen wallet share in the areas of cash
management, securities based lending, mortgage financing and investments.
 Promotes Wealth Management and Private Banking platform to ultra high net worth client base,Financial Advisors and
cross-institutionalproduct partners within assigned territory.
 Demonstrates expertise in business development and sales activities; analyzing financial information; designing loan
structures; and monitoring portfolio to ensure compliance with all applicable standards,policies, and procedures.
 Performs ongoing portfolio review to ensure core deposit growth and lending revenues exceed firm goals .
BANK OF AMERICA MERRILL LYNCH – November 2008 – May 2011 New York, NY
Wealth Management Banker, Vice President – Park Avenue Complex
 By partnering with Senior Financial Advisors,delivered top tier Private Banking product suite to ultra high net worth
clients of Merrill Lynch.
 Served as point of contact for senior leadership to promote banking and lending platform, provided profitable pricing
guidance, and developed/delivered firm marketing campaigns.
 Developed and conducted training for Financial Advisors and Client Associates to drive utilization of cash management
platform, securities based lending and participation in mortgage originations.
 Tracked performance and developed strategy for year over year growth in delivering the Wealth Management Banking
offerings to Financial Advisors and their clients.
CITIGROUP GLOBAL WEALTH MANAGEMENT – January 2006 – October 2008 New York, NY
Associate Lending Director, Assistant Vice President – Smith Barney Western Division
 Targeted Wealth Management and Family Office clients to uncoversecurities-backed finance, residential mortgage,
commercial lending and structured finance opportunities.
 Partnered with Smith Barney Financial Advisors to perform quarterly book reviews and create credit solutions for complex
client financing needs.
 Developed, executed and tracked success ofoutbound marketing strategies and sales.
EDUCATION
THE WHARTON SCHOOL, ARESTYINSTITUTE OF EXECUTIVE EDUCATION Philadelphia, PA
 Maintaining Your Book of Business – Integrating With the Next Generation Client Program
MERCYCOLLEGE New York, NY
 Bachelor of Science, Business Administration
 Member: Executive Development and Growth Experience; Women Leaders of Mercy
LICENSES
 FINRA/NASD Series 7, 6, 63
 NMLS Registered: ID# 837853