Good Experience Advocate
San Francisco Bay Area
- Current
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- Customer Experience Consultant at Financial Engines
- Past
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- Customer Experience Consultant at Financial Engines
- Director, Participant Marketing at Financial Engines
- Mad Scientist at The Motley Fool
- Registered Sales Assistant at Smith Barney
- Education
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- Simon's Rock College of Bard
- Recommended
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3 people have recommended Keith - Connections
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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
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Customer Experience Consultant
Financial Engines
(Privately Held; Financial Services industry)
September 2009 — Present (3 months)
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Customer Experience Consultant
Financial Engines
(Privately Held; Financial Services industry)
May 2008 — October 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 2002 — August 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)
1995 — 2001 (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)
1993 — 1995 (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
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Simon's Rock College of Bard
B.A. , Environmental Studies , 1987 — 1992
