Michael Otter
About Michael Otter
Michael Otter serves as the Director of Client Care at PINNACLE FINANCIAL STRATEGIES, where he has worked since 2003. He holds a Bachelor's Degree in Business Administration/Management from the University of Kentucky and has extensive experience in client services and banking.
Work at Pinnacle Financial Strategies
Michael Otter has served as the Director of Client Care at Pinnacle Financial Strategies since 2003. In this role, he has been instrumental in enhancing client services and implementing strategies that improve client retention. His responsibilities include overseeing client interactions and ensuring high levels of satisfaction. Otter has developed an online client self-assessment tool and a performance review process that evaluates over 450 active clients, demonstrating his commitment to client engagement and service excellence.
Education and Expertise
Michael Otter earned a Bachelor's Degree in Business Administration/Management from the University of Kentucky, where he studied from 1981 to 1989. Additionally, he has experience as an instructor at AIB/Jefferson County Community College. His educational background provides a solid foundation for his expertise in client care and management within the financial services industry.
Background
Before joining Pinnacle Financial Strategies, Michael Otter held significant positions in the banking sector. He worked as Vice President and Manager of Payment Services at Charter One Bank from 1998 to 2000 and as Vice President & Assistant Secretary at PNC Bank from 1987 to 1990. These roles contributed to his extensive experience in financial services and client management.
Achievements
During his tenure as Project Manager from 2003 to 2005 at Pinnacle Financial Strategies, Michael Otter received outstanding client ratings for his implementations and client service. He also played a key role in redesigning the client performance management reporting system to enhance efficiency and assisted in developing a client renewal strategy for expiring contracts, which contributed to improved client retention.