Tami Phillips, Cep
About Tami Phillips, Cep
Tami Phillips is a Director and Relationship Manager at UBS, where she has worked since 2007 in the Greater Nashville Area. She specializes in corporate equity plan management and strategic planning, leveraging her extensive experience in client relationship building with Fortune 500 companies.
Work at UBS
Tami Phillips has been employed at UBS since 2007, serving as the Director and Relationship Manager for 17 years in the Greater Nashville Area. In her current role, she oversees corporate equity plan event planning and project management. Phillips is responsible for strategic planning and equity plan design consultation, managing corporate sponsored equity and purchase plans, including stock options, restricted stock awards, restricted stock units, cash awards, and employee stock purchases. Her focus includes maintaining high client satisfaction metrics and regulatory risk management.
Education and Expertise
Tami Phillips studied at Tennessee State University, where she earned a Bachelor of Science (BS) degree in Business Administration with a concentration in Management Information Systems. Her studies spanned from 1989 to 1994, providing her with a solid foundation in business principles and information systems. This educational background supports her extensive experience in relationship management and strategic planning within the financial services sector.
Background
Before her current position at UBS, Tami Phillips held various roles that contributed to her expertise in client relations and management. She worked at Northern Trust Corporation as a Service Manager from 1999 to 2002 in the Greater Atlanta Area. Prior to that, she served as a Customer Service Team Lead at MetLife from 1996 to 1999 in Greater Nashville. Phillips also has experience in team management from her time at T-Mobile and held an assistant management position at Kroger.
Achievements
Throughout her career, Tami Phillips has developed extensive experience in building relationships and client loyalty, particularly with Fortune 500 companies. Her roles have involved significant responsibilities in project management and strategic planning, contributing to her reputation in the financial services industry. Her work at UBS emphasizes her commitment to high client satisfaction and effective management of corporate equity plans.