Relationship Associate
CurrentManaging relations between the bank and the clients who hold IRA, IMA, or trust accounts.Management of client estates. Transfer of assets.Preparation of discretionary distribution proposals
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Keith Gregory is listed as Client Relations at Parametric at Washington Trust Bank, a with 927 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Keith Gregory.
Keith Gregory previously worked as Relationship Associate at Washington Trust Bank and Client Relations Representative at Parametric. Keith Gregory holds Bachelor'S Program, Applied Human Biology from Seattle Pacific University.
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Keith Gregory is a Client Relations at Parametric at Washington Trust Bank.
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Seattle, Washington, United States
Managing relations between the bank and the clients who hold IRA, IMA, or trust accounts.Management of client estates. Transfer of assets.Preparation of discretionary distribution proposals
Greater Seattle Area
Prior to my promotion I was a Lead Information Governance ClerkPromoted to handle a myriad of office duties, including records, catering, meeting set-up and scheduling, ordering supplies, mailing, facilities and general office hospitality. I would also support Associates and Partners with occasional projects and errands.
Greater Seattle Area
Provided service that reflected the core values of the Seattle Mariners. Recorded food and beverage orders, facilitated the fan experience by ensuring cleanliness and safety in and around the seating area, provided fans with information about the park and its facilities, addressed patrons concerns and defused situations related to the often contentious nature of sporting events.Awarded several awards related to my service, including employee of the year in 2016 for my excellent service and commendations from fans and seating hosts.
Greater Seattle Area
American College of Sports Medicine Certified Personal Trainer, worked with several clients, providing exercise prescription, dietary recommendations and program prescriptions to address structural deficiencies, movement pattern irregularities and the pain and discomfort related to those physiological/anatomical issues.
Greater Seattle Area
Worked towards digitizing collections of legal files from the records department.Facilitated file uploads and managed the file database to ensure accuracy and ease of use by end user.
Other employees you can reach at watrust.com. View company contacts for 927 employees →
Marcy Flansburg
Colleague at Washington Trust BankEagle, Idaho, United States
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Nick Jimenez
Colleague at Washington Trust BankWenatchee, Washington, United States
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Garrett W.
Colleague at Washington Trust BankVancouver, Washington, United States
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Vicki Dutton
Colleague at Washington Trust BankSpokane, Washington, United States
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Greg Siverly
Colleague at Washington Trust BankSpokane, Washington, United States
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Natalie Sullivan
Colleague at Washington Trust BankSeattle, Washington, United States
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Patrick Bonesteel
Colleague at Washington Trust BankUnited States
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Branden Cate
Colleague at Washington Trust BankSpokane-Coeur D'Alene Area, United States
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Lesa Alford
Colleague at Washington Trust BankSpokane, Washington, United States
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Dean Fliflet
Colleague at Washington Trust BankSeattle, Washington, United States
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Keith Gregory works for Washington Trust Bank.
Keith Gregory is listed as Client Relations at Parametric at Washington Trust Bank.
Keith Gregory is based in Seattle, Washington, United States while working with Washington Trust Bank.
Keith Gregory has worked for Washington Trust Bank, Parametric, Guardianship Services Of Seattle, Stratus Building Solutions, and Epiq - Law Office Services.
Keith Gregory's colleagues at Washington Trust Bank include Marcy Flansburg, Nick Jimenez, Garrett W., Vicki Dutton, and Greg Siverly.
You can use AeroLeads to view verified contact signals for Keith Gregory at Washington Trust Bank, including work email, phone, and LinkedIn data when available.
Keith Gregory holds Bachelor'S Program, Applied Human Biology from Seattle Pacific University.
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