A Record of Successful Assignments

As specialists in the financial services industry, the Kathy Freeman Company maintains a large, consistent network of contacts across numerous segments within the space. Our network enables us to keep pace with the latest trends in this narrowly defined marketplace and offer firms the candidates with "best in class" capabilities.

TYPES OF FIRMS
	Alternative Investment
	Asset Management
	Brokerage
	Correspondent Clearing
	Charitable Products
	Custody
	Institutional
	RIA
	Defined Benefits
	Defined Contribution
	Insurance Product Distribution
	Investment Technology
	Managed Accounts
	Mutual Funds
	Prime Brokerage
	Private Client/High Net Worth
	Outsourcing
	Trust
	Turnkey Asset Management Providers
	Unified Managed Accounts

REPRESENTATIVE SEARCHES
	EVP Sales & Marketing
	Institutional Sales
	New Business Development
	National Sales Management
	VP Marketing Communications
	SVP Strategic Accounts
	SVP Marketing
	President
	Divisional Sales Manager
	Senior Relationship Management

“I am normally extremely skeptical about the benefits from outside consultants such as yourself and was enormously pleased by how you performed.”

Neal Greenberg, CEO
Wealth Management Company