Phoebe Willard

Phoebe Willard is a seasoned professional with extensive experience in client onboarding and business analysis. Currently serving as a Business Analyst at Flagstone since July 2024, Phoebe previously held roles at the same company as Head of Onboarding and Team Lead from January 2020 to January 2024. Prior to Flagstone, Phoebe worked at Brown Shipley as a Senior Client Service Associate from September 2018 to January 2020, managing client data and providing training. Phoebe's earlier experience at HSBC from April 2011 to April 2018 included roles as Client Onboarding Case Manager, Client Onboarding Case Officer, and Senior Customer Service Officer, all focusing on delivering exceptional customer service and managing complex onboarding processes while adhering to compliance regulations.