William Keith

Background

About William Keith

Seasoned executive and proven leadership experience in all levels of financial, strategic, operational, and product/service introduction functions with leading regional financial institutions and an industry-diverse client base. Confident development and implementation of employee benefits programs, complex financial road maps, growth strategies, and overall new business development in highly competitive marketplaces. • Solid background in trust operations, wealth management, asset allocation, and technology areas, while providing critical interfaces between cross-functional organizations and a market-sensitive clientele. • Unique blend of business savvy and financial acumen that facilitates new program launches, deal acquisitions, market penetration, better operational efficiency, and overall business growth. • Highly skilled in P&L, budgeting, corporate finance, risk assessment, investor relations, process re-engineering, internal controls, revenue growth, and strategic forecasting. • Total client care and planning background in multiple branch environments, including start-ups, turnarounds, and divestitures. Proficient in SEC, FDIC, and state regulatory compliance; CPA. • Fully capable of training, leading, and promoting very talented staff at top management and line levels; solid expertise in the design and institution of highly efficient operating plans and procedures. • CEO and Senior level positions in trust banking, brokerage related trust services and the unique field of private label trust services for community banks and registered investment advisors. Specialties: AREAS OF EXPERTISE Strategic Planning Relationship Building Performance Metrics Competitive Analysis Team Leadership Client Satisfaction Profitable Financial Solutions Mergers & Transitions Back Office Consolidations