CLIENT OPERATIONS ANALYST

Keaton is a Client Operations Analyst 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 graduated from the University of Houston Bauer Business School with a BBA in Finance and Marketing and earned his Certified Financial Planner (CFP®) certification.

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