Jill Ross Email & Phone Number
High Net Worth Relationship Manager, Family Legacy Specialist Advice and Wealth Management @ Vanguard
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Jill Ross Location
- Philadelphia, PA, US
Jill Ross Work
- High Net Worth Relationship Manager, Family Legacy Specialist Advice and Wealth Management @ (July 2026 - Present)
- Founder @ (May 2021 - Present)
- Chief Retail, Marketing and Customer Experience Officer (CRO) (CMO) (CXO) @ (June 2023 - July 2025)
- AD- Department of Banking , State of New Jersey @ (October 2021 - June 2023)
- Executive Vice President- Chief Retail and Commercial Officer @ (March 2019 - May 2021)
- Senior Vice President NJ Regional Director @ (June 2012 - March 2019)
- Assistant Vice President and Relationship Manager @ (April 2008 - June 2012)
- VP Private Banking and Wealth Management @ (May 2006 - April 2008)
- Financial Advisor @ (July 2004 - May 2006)
- AVP Senior Manager Retail Banking and Corporate Training @ TD (Commerce Bank) (May 1995 - July 2004)
Jill Ross Education
- Rutgers University
Master of Social Work - MSW (Clinical, Counseling and Applied Psychology)
- Rutgers Business School
BS (Finance)
Jill Ross Skills
- Banking
- Credit
- Commercial Lending
- Investments
- Financial Analysis
- Mortgage Lending
- Insurance
- Small Business
- Commercial Banking
- Commercial Mortgages
- Wealth Management
- Retail Banking
- Real Estate
- Strategic Financial Planning
- Small Business Lending
- New Business Development
- Marketing
- Finance
- Sales Management
- Credit Analysis
- Business Development
- Financial Risk
- Consumer Lending
- Asset Based Lending
- Cross Selling
- Financial Services
- Portfolio Management
- Retirement Planning
- Leadership
- Credit Risk
- Lines Of Credit
- Mortgage Banking
- Underwriting
- Risk Management
- Management
- Investment Advisory
- Mutual Funds
- Due Diligence
- Mergers & Acquisitions
- Cash Management
- Loan Origination
- Series 7
- Relationship Management
- Securities
- Credit Cards
- Treasury Management
- Deposits
- Merchant Services
- Branch Management
- Asset Management
- Strategic Financial
- Microsoft Office
- Services
- Strategy
- Project Management
- Research
- Mergers and Acquisitions
Jill Ross Summary
- Jill Ross, based in Philadelphia, PA, US, is currently a High Net Worth Relationship Manager, Family Legacy Specialist Advice and Wealth Management at Vanguard. Jill Ross brings experience from previous roles at Flow Financial Therapy and Advising, First Commerce Bank, State of New Jersey and William Penn Bank. Jill Ross holds a Master of Social Work - MSW in Clinical, Counseling and Applied Psychology @ Rutgers University. With a robust skill set that includes Banking, Credit, Commercial Lending, Investments, Financial Analysis and more. Jill Ross has 2 emails and 1 mobile phone numbers on RocketReach.
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