Keith Jackson Email & Phone Number

Raleigh, North Carolina, US

Cross Firms Black Employee Resource Group (CF BERG) - An informal network of ERG leaders, mainly in financial services, with the mission to create opportunities for professionals to network, share best practices, and collaborate on engagement and philanthropic initiatives to support their local communities.

Santa Clara, CA, US

Proud to announce that I started my new job today with Silicon Valley Bank in a senior custody role. Looking forward to an old but new challenge.

Jacksonville, FL, US

Co-Team Leader of the Ultra High Net Worth Group, servicing the needs of Ultra High Net Worth Private Bank clientswith total assets in excess of $11 billion Responsible for oversight of a team of associates who perform daily administrative tasks while managing their own base of Ultra High Net Worth Private Bank clients PWM's Custody Liaison with all areas.

Relationship contact for multiple high net worth individual and institutional client portfolios with assets in excess of $700 million Monitored accounts for various corporate actions including Security Reorganizations, Dutch Auctions, Put Redemptions, and Dividend Options, among others Coordinated various bank services such as Portfolio Lending, Banking.

Trust, Investment and Private Banking Managed custody relationships of individuals and small to mid-size firms engaged primarily in investing in US markets Managed a portfolio of approximately 300 accounts Oversaw administration of account maintenance and timely resolution of client issues Developed marketing plans that include the identification of client.

Boston, MA, US

Managed various complex custody accounts for high net worth families with assets in excess of $300 million Participated in business development through client contact to market bank products and services Acted as bank representative in business activities, contacts with clients, attorneys and beneficiaries Reported to senior management on recommended.

Boston, MA, US

Boston, MA, US

Worked closely with Client Relationship Manager on client requests and special projects Provided operational and administrative support for three major Family Office clients Monitored trades and performed ongoing account maintenance along with daily cash management Coordinated client service needs which include Banking, Tax Services, Gift Giving, Jumbo.

Boston, MA, US

Managed client accounts including cash management, and acted as a liaison between internal bank departments Successfully applied knowledge of company policies and procedures Effectively utilized verbal and written communication skills in dealing with clients

Boston, MA, US

Oversaw the timely creation of new accounts, legal files and general account maintenance Continually enhanced and redefined departmental procedures to ensure the highest level of efficiency Successfully managed all levels of department's personnel

B.S., Management

Certificate - New England School Of Banking, Trust Management

A.S., Business Administration