Keely J. Bottcher

Keely J. Bottcher Email and Phone Number

Private Client Group International Training Program Mgr @ Fisher Investments
Camas, WA, US
Keely J. Bottcher's Location
Camas, Washington, United States, United States
Keely J. Bottcher's Contact Details

Keely J. Bottcher personal email

Keely J. Bottcher phone numbers

About Keely J. Bottcher

Professionally, I have 20 years of experience in relationship management, client experience, and providing investment support for individual investors. I've also dedicated significant time to improving customer experience across my department by volunteering for classroom training time, coaching peers, and creating meeting topics to support continued product-based education and focusing on quality interactions. My interests lie in advancing my experience around consumer behavioral analysis and customer experience management.

Keely J. Bottcher's Current Company Details
Fisher Investments

Fisher Investments

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Private Client Group International Training Program Mgr
Camas, WA, US
Website:
fisherinvestments.com
Employees:
5129
Keely J. Bottcher Work Experience Details
  • Fisher Investments
    Private Client Group International Training Program Mgr
    Fisher Investments
    Camas, Wa, Us
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  • Fisher Investments
    Uk Investment Counselor
    Fisher Investments Sep 2014 - Present
    Wa
    Managing all aspects of the financial relationship between our UK based clients and the firm, with an emphasis of providing an exceptional level of service and personal attention uncommonly found in the financial services industry.
    View
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Dec 2010 - Sep 2014
    Jacksonville, Florida Area
    Responsible for assisting new and existing clients with consolidating assets, with a focus on delivering needs-based financial solutions and investing support. Manage inbound and outbound calls to clients and business partners, concentrating on relationship management and high quality customer experience results for the firm. Creatively look for ways to improve process and increase customer loyalty.
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  • Fidelity Investments
    Portfolio Advisory Service Specialist
    Fidelity Investments May 2008 - Nov 2010
    Serviced clients in our discretionary management relationships in area of trading needs for distributions and account funding, as well as provided support to the relationship team of account executives, portfolio managers
  • Fidelity Investments
    Senior Investments Specialist
    Fidelity Investments Aug 2006 - Oct 2007
    Department "subject matter expert." Coached and trained representatives whom were responsible for delivering investment guidance to clients and meeting sales goals. Focused on improving the customer experience by monitoring representatives' inbound calls, providing feedback, and partnering with management to work on department-wide development needs. Also handled inbound calls from representatives needing assistance with complex questions or situations they hadn't previously encountered.
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  • Fidelity Investments
    Learning And Development Temp
    Fidelity Investments Oct 2006 - Dec 2006
    Jacksonville, Florida Area
    Recruited internally to train and coach recently hired representatives into a new Fidelity Investments call center. Responsible for lead facilitation for the 1st class of Investment Solutions Representatives in the new center.
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Feb 2004 - Aug 2006
    New England
    Responsible for proving investing and financial planning solutions for the mass market, new asset acquisition, collaboration with business partners for relationship building and driving the client experience.

Keely J. Bottcher Skills

Mutual Funds Series 7 Investments Training Retirement Portfolio Management Relationship Management Series 63 Finance Financial Services Leadership Uniform Combined State Law Risk Management Strategic Financial Planning Financial Planning Customer Service Retirement Planning Customer Experience Team Leadership Presentations Series 66

Keely J. Bottcher Education Details

Frequently Asked Questions about Keely J. Bottcher

What company does Keely J. Bottcher work for?

Keely J. Bottcher works for Fisher Investments

What is Keely J. Bottcher's role at the current company?

Keely J. Bottcher's current role is Private Client Group International Training Program Mgr.

What is Keely J. Bottcher's email address?

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What is Keely J. Bottcher's direct phone number?

Keely J. Bottcher's direct phone number is +160337*****

What schools did Keely J. Bottcher attend?

Keely J. Bottcher attended Catawba College, Davis & Elkins College, Davis And Elkins College.

What are some of Keely J. Bottcher's interests?

Keely J. Bottcher has interest in Coaching, Forensics, Economic Empowerment, Art, Training, Behavioral Finance, Photography, Music, Animal Welfare, Arts And Culture.

What skills is Keely J. Bottcher known for?

Keely J. Bottcher has skills like Mutual Funds, Series 7, Investments, Training, Retirement, Portfolio Management, Relationship Management, Series 63, Finance, Financial Services, Leadership, Uniform Combined State Law.

Who are Keely J. Bottcher's colleagues?

Keely J. Bottcher's colleagues are Chelsea Robinson, Vittorio Castelli, Colette Oboy, Scott Botterman, Cfa, Daniel Olivares, Kirk Caldroney, Andrew Kooyman.

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