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Keri Fish

Investment Operations Specialist

About

Keri joined The Welch Group in 2024 and currently serves as an Investment Operations Specialist. With more than 20 years of experience in financial services , including marketing, regulatory compliance, and operations management, Keri’s primary focus is providing her expertise regarding all client service needs while creating and maintaining lasting and positive client relationships.

In her free time, Keri loves to visit the local Pepper Place Market on Saturday mornings, have dinner with her friends and family, work in her yard, or watch the latest Netflix series with her two Ragdoll cats. She also enjoys traveling to the beach, the Pacific Northwest, Europe, or anywhere in between, while brushing up on her photography skills. Keri loves to stay active. She has completed the Mercedes Half-Marathon and plans to bike the Silver Comet Trail in Georgia soon.

 

Education
• Bachelor of Arts in Communication Management, The University of Alabama at Birmingham, Birmingham, AL

Accreditations
• Notary Public, Alabama

Community Involvement
• Treasurer of Trussville Dog Parks Auxiliary/Cahaba Dog Park

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