Keith Pelczarski

Keith Pelczarski

Good Experience Advocate

San Francisco Bay Area

Current
Past
  • Registered Sales Assistant at Smith Barney
Education
  • Simon's Rock College of Bard
Connections
189 connections
Industry
Internet
Websites

Keith Pelczarski’s Summary

Talented generalist with demonstrated success in creating good customer experience. I am always learning more, improving existing skills and adding new ones in order to create the best solutions possible. I bring an open-minded approach to problem solving, and have proven adaptable in changing, fast-paced environments. My goals are to help people, solve problems, create things, and have fun. How can I help you?

Keith Pelczarski’s Specialties:

Customer experience, marketing, web/interaction design, writing


Keith Pelczarski’s Experience

  • Customer Experience Consultant

    Financial Engines

    (Privately Held; Financial Services industry)

    September 2009Present (3 months)

  • Customer Experience Consultant

    Financial Engines

    (Privately Held; Financial Services industry)

    May 2008October 2008 (6 months)

    + Customer experience research and development for new financial service for retirees.
    + Conducted interviews with retirees, outlined strategy for print, web, and phone-based experiences.
    + Developed print collateral for testing, including an easily-understood estimate of retirement income and an approachable explanation of a complex financial strategy.

  • Director, Participant Marketing

    Financial Engines

    (Privately Held; Financial Services industry)

    July 2002August 2005 (3 years 2 months)

    + Led design and marketing in the creation of a new managed account program for large 401(k) plans.
    + Created and executed consumer marketing plan, pitched service to Fortune 500 plan sponsors, interviewed plan participants, and tailored offering to meet the goals and needs of both.
    + Wrote copy, designed, and oversaw production for all statements and collateral, with final responsibility for service adoption.
    + Led the introduction of Personal Asset Manager as a benefit at two Fortune 500 companies. Enrolled over 15,000 participants in 14 weeks for a billion dollars in assets under management.
    + Led team during user interviews and multi-variate direct mail testing. Created roadmap for future market testing.

  • Mad Scientist

    The Motley Fool

    (Privately Held; Online Media industry)

    19952001 (6 years )

    + Created and ran the 12-person design group, Fool Labs, responsible for Fool.com's interaction and graphic design, information architecture, markup, cross-browser compatibility, and daily production.
    + Conducted all personnel management for the group including hiring and performance evaluations. Guided the group through several redesigns as well as the creation of new sites for FoolMart.com and Fool.co.uk.
    + Responsible for setting and maintaining look and feel guidelines for all Motley Fool sites.
    + Designed, created, and maintained a template system based on server-side includes.
    + Established usability procedures for creating and testing user-centered designs.

  • Registered Sales Assistant

    Smith Barney

    (Investment Management industry)

    19931995 (2 years )

    + Series 7 licensed assistant to two top producing VPs.
    + Coordinated syndicate book for 75-broker office.
    + Handled client trades, portfolio monitoring, equity research, account administration, and client presentations.


Keith Pelczarski’s Education

  • Simon's Rock College of Bard

    B.A. , Environmental Studies , 19871992


Additional Information

Keith Pelczarski’s Websites:


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