Michael C. Freeman is the President and Co-Founder of Due Diligence Works, Inc. He started the firm to take his years of experience in the Bank Channel, Wire House, RIA, and Platform Providers to create a better way.
Michael C. Freeman
President and Co-Founder
Michael C. Freeman is the President and Co-Founder of Due Diligence Works, Inc. He started the firm to take his years of experience in the Bank Channel, Wire House, RIA, and Platform Providers to create a better way.
"Regulatory scrutiny is at an all time high and increasing. There is so much inefficiency and redundant work being done in the industry to comply with the new rules. By providing a service exclusively dedicated to Due Diligence, the work can be done at a higher quality, with more scale, and more strategic value allowing your organization to focus growth.”
Prior to Due Diligence Works, Inc, he was the Managing Director, Head of Investments for Citi / Smith Barney. He was responsible for Managing the Product Offering, Due Diligence, Views on the Markets, and the Wealth Specialists teams. His Product Management responsibilities include due diligence, management, and distribution of a broad offering including: Mutual Funds, Annuities, Insurance, Capital Markets, Alternatives, Financial Planning, Retirement, Managed Accounts, Brokerage Cash Management, and Lending Products.
Prior to joining Citi, Mr. Freeman was a Managing Director at Ameritrade. In his last role at Ameritrade he was responsible for the Investing Clients and Branch Management. He also held senior roles as Head of Products for Institutional and Investing Clients, Chief Operating Officer of Ameritrade Advisory Services, LLC, and as Director of Amerivest Investment Management, LLC (Robo Advisor). Prior to Ameritrade, Mr. Freeman was involved in several start up organizations both in the US and Europe; prior to which, he was a Management Consultant with Ernst & Young LLP. Mr. Freeman holds an M.B.A. with honors from Boston University, and a B.S. from Lafayette College.
