2025 -2025 Managing Director, Compliance and Technology @
2021 -2024 Senior Business Analyst, Product Services and Solutions @
2002 -2021 Managing Director, Operations and Client Management @
Kevin Freeman Education
The Citadel
BS (Business Administration / Accounting)
1998-2002
Kevin Freeman Skills
Wealth Management
Estate Planning
Retirement Planning
Strategic Financial Planning
Tax
Retirement
Finance
Asset Allocation
Leadership
Strategic Planning
Account Management
Microsoft Office
Kevin Freeman Summary
Kevin Freeman, based in Greensboro, NC, US, is currently a Chief Compliance and IT Officer at Piedmont Trust Company. Kevin Freeman brings experience from previous roles at Piedmont Trust Company and Skience. Kevin Freeman holds a 1998 - 2002 BS in Business Administration / Accounting @ The Citadel. With a robust skill set that includes Wealth Management, Estate Planning, Retirement Planning, Strategic Financial Planning, Tax and more. Kevin Freeman has 3 emails and 1 mobile phone numbers on RocketReach.
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