CLIENT OPERATIONS ANALYST

Keaton is a Client Operations Specialist at Mosaic whose responsibilities span all aspects of our clients’ business, financial, & legal lives. This includes maintaining and updating client data such as balance sheets and entity maps to provide an up-to-date financial dashboard for both our clients and our team. In addition, Keaton is responsible for tracking client money movements and financial transactions through a myriad of complex legal and financial structures. This comprehensive knowledge of a client’s situation provides Keaton, as well as the whole Mosaic team, the ability to provide customized and impactful advice.

Keaton joined Mosaic in 2021 as an intern and became a full-time employee May 2022 after graduating from the University of Houston Bauer Business School with a BBA in Finance and Marketing. Keaton has completed his CFP coursework and is studying to take the exam in 2023.

Outside of work, Keaton enjoys cooking, reading, and strategy games.