Becky Kettner
Investment Advisor and VP who collaborates with clients to achieve their unique version of a rich life.
- Role
- Vice President Investment Advisor at Baker Boyer Bank
- Location
- Walla Walla, WA, US
- LinkedIn followers
- 500 followers
About Becky Kettner
With an established track record of success, I develop and implement effective strategies…
Experience
Vice President Investment Advisor
Jan 2025 — Present · Walla Walla, WA, US
Becky partners with clients to create their own version of financial success. Using their values, goals, and dreams, she advises them on how to use investments among other strategies for living fulfilled lives. She draws on expertise gained while earning and using her Series 7 and Series 65 licenses as an Investment Advisor Representative. Becky\'s clients say that they appreciate expertise and approachable style that empowers them to make the decisions that are in their best interest.In previous business and marketing strategy roles, Becky honed communication, relationship management, and leadership skills. Clients appreciate working with Becky because she develops individualized investment recommendations, spots opportunities that when addressed lead to better financial outcomes, and develops long-term plans that she coaches clients to put into action.Clients appreciate Becky’s expertise and approach as evidenced by this unsolicited feedback. “I just want to affirm how thankful we are to have you on our team… we have learned the value and blessing of working with someone who is as down-to-earth, articulate, friendly, and knowledgeable as you!” Knowing that she’s had a positive impact on clients and their families is the most rewarding aspect of her investment management work.
Education
Walla Walla University
Bachelor of Arts
1993 — 1997
Walla Walla University
Bachelor of Arts
1993 — 1997
Skills
- Business-to-Business (B2b)
- Brand Development
- Press Releases
- Digital Media
- Public Relations
- Media Relations
- Media Buying
- Copywriting
- Media Planning
- Nonprofits
- Event Management
- Market Research
- Account Management
- SEO
- B2b
- Direct Marketing
- Event Planning
- Project Management
- Advertising
- Management
- Trade Shows
- Budgets
- Direct Mail
- Creative Direction
- Strategic Planning
- Public Speaking
- Customer Relationship Management (Crm)
- Newsletters
- Email Marketing
- Crm
- Social Networking
- Social Media Marketing
- Marketing
- Blogging
- Lead Generation
- Sales
- Online Advertising
- Business Development
- Digital Marketing
- Social Media
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