Phoebe W. Email & Phone Number

Seattle, Washington, United States

Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative… Show more Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients’ core holdings.The supervisor oversees and monitors the daily workflow of the equities Onboarding team. They are also responsible for monitoring and improving client service based on feedback from various client service teams, sales teams, advisors and central offices. Show less

Seattle, Washington, United States

The XC Assistant Manager partners with the Manager to oversee the day to day activities of a team of Financial Solutions Representatives in processing routine financial transactions for members. The XC Assistant Manager handles daily operational tasks and ensures member service levels are met or exceeded.

Redmond, Washington, United States

• Drove business at the company’s Microsoft flagship branch by proactively reaching out to credit union members to build relationships, conduct holistic financial reviews, identify needs and offer tailored recommendations• Opened accounts, CD’s and various loan products in addition to sending referrals for private banking, mortgage, investment and insurance. • Established complete banking profiles for new Microsoft employees/international intracompany transferees as well as maintain and… Show more • Drove business at the company’s Microsoft flagship branch by proactively reaching out to credit union members to build relationships, conduct holistic financial reviews, identify needs and offer tailored recommendations• Opened accounts, CD’s and various loan products in addition to sending referrals for private banking, mortgage, investment and insurance. • Established complete banking profiles for new Microsoft employees/international intracompany transferees as well as maintain and service accounts for existing members• Achieved scorecard of 4.2 or higher and ranked a top producer in the region every quarter across all performance metrics• Coached new employees on sales conversations and confidently making recommendations to drive business. Trained peers on various banking regulations including BSA and KYC compliance and how to utilize a vast array of banking applications• Assisted branch management in daily operations and risk management tasks Show less

Mercer Island & Issaquah, Washington, United States

• Supervised branch operations including onboarding and training new hires, planning and executing audits and assessments, procuring equipment and maintaining branch security• Ensured the team’s compliance with federal regulations by strict adherence to policy and procedure. Attained consecutive high scores in branch control audits: 94 (2020) & 98 (2021)• Track record of exceptional customer service and developing strong client relationships o Led team to produce the greatest… Show more • Supervised branch operations including onboarding and training new hires, planning and executing audits and assessments, procuring equipment and maintaining branch security• Ensured the team’s compliance with federal regulations by strict adherence to policy and procedure. Attained consecutive high scores in branch control audits: 94 (2020) & 98 (2021)• Track record of exceptional customer service and developing strong client relationships o Led team to produce the greatest improved customer experience survey scores in the region YTD with a 17 percentage points increase • Processed high volume of customer transactions with accuracy while mitigating financial and reputational risk to the company and protecting clients’ financial wellbeing by safeguarding confidential information• Served as Administrative Coordinator for the PNW Chapter of AsPIRE, a JPMC resource group for professional networking, community outreach and promoting diversity Show less

Bachelor’S Degree, Applied Economics

Activities and Societies: WWU Economics Association & WWU Chinese Student Association Double minor in Business Administration and Chinese.

Certificate, Project Management