Keller Executive Search Case Studies

We are pleased to showcase placements that exemplify our passion for search.

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Hiring Senior Leadership to Scale a Multi-Family Office CFO Services Platform
Family Office

Hiring Senior Leadership to Scale a Multi-Family Office CFO Services Platform

A managing director has been identified through a focused national search for the client’s CFO Services & Bill Pay platform. The required family office skills, operational experience, and client relationship abilities were present in the designated leader, and the engagement was successfully concluded. The process led to the search for a second senior hire at the firm.