Keith Freeman Email & Phone Number

Cypress, Tx, Us

The Colony, Texas, United States

- Founded and grew a sporting goods plastic textile manufacturing business from the ground up.- Directed all strategic decisions, from product development to market expansion, ensuring continuous growth and profitability.- Spearheaded the innovation and design of a range of products, overseeing the entire production process from raw materials to final manufacturing.- Managed day-to-day operations, focusing on optimizing efficiency, product quality, and customer satisfaction.- Established and maintained critical relationships with clients and vendors, negotiating all contracts and partnerships to drive mutually beneficial outcomes.- Focused on long-term business sustainability by identifying new opportunities for product lines and revenue streams.

Dallas/Fort Worth Area

- Managed a high-net-worth client portfolio with assets in excess of $1 billion, providing tailored financial solutions and wealth management services to meet complex client needs.- Developed comprehensive knowledge of clients' financial goals and wealth strategies, acting as a trusted advisor and consistently adjusting recommendations to align with changing client needs and market dynamics.- Provided leadership and direction to junior associates, ensuring effective client service and execution of wealth management strategies.- Delivered a comprehensive, client-centric approach by leveraging the full spectrum of the Private Bank platform, ensuring exceptional service and personalized solutions for high-net-worth clients.

Dallas/Fort Worth Area

- Led a cross-functional initiative across three regional offices to integrate new banking and credit capabilities for trust account administrators managing $10 billion in client assets.- Oversaw the implementation of new systems and technologies for a department of 300 associates, enhancing service capabilities for 30,000 trust relationships.- Enabled significant revenue growth by integrating banking relationships, allowing the department to capture additional Net Interest Income from clients' credit and banking activities.- Facilitated improved client service delivery through the adoption of advanced technology, streamlining processes across multiple geographic locations.

Dallas/Fort Worth Area

- Managed the investment and administrative risk profile for a $1.5 billion trust portfolio across 1,000 trust accounts.- Conducted annual reviews to ensure investments aligned with account objectives and compliance with founding trust documents.- Concurrently managed a personal book of 100 trust accounts with a combined value exceeding $100 million.- Enhanced and deepened expertise in trust and estate administration by managing increasingly complex accounts, ensuring compliance with trust documents, legal requirements, and fiduciary duties.

Dallas/Fort Worth Area

- Reviewed and analyzed trust accounts to ensure compliance with company standards before onboarding them into the regional office for more cost-effective servicing.- Facilitated the migration and setup of trust accounts onto internal systems, ensuring accurate and efficient administration.- Collaborated with local market offices to seamlessly transfer trust accounts, providing clients with consistent service and minimizing disruption during the migration process.- Developed foundational knowledge of trust and estate administration through the review and onboarding of accounts, ensuring proper setup and compliance with fiduciary standards.