Parametric
Stephen Fitzgerald is a seasoned professional with diverse experience in customer service and operational roles. Currently serving as a Senior Onboarding Associate at Parametric since February 2020, Stephen previously worked as a Tasting Room Associate at Heritage Distilling Co., where a friendly and entrepreneurial attitude was key to servicing patrons and managing product sales. Additional experience includes a role as a Customer Care Specialist at Nordstrom, where complications with customer orders were efficiently resolved, and a summer internship at Silver Oak Cellars & Twomey Cellars, focused on IT and wholesale departments. Earlier in a career, Stephen held the position of Medical Records Coordinator at Karynne O. Duncan LLC, implementing electronic record-keeping systems. Stephen holds a Bachelor's degree in Economics from Seattle University, earned in 2019.
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Parametric
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Parametric partners 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 alternative strategies to complement clients’ core holdings.