Loopbaan van Bill van Keulen
Eerdere bekende functies van Bill van Keulen
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
Serving Software, Inc.
Serving Software, Inc. Packaged SoftwareTechnology Services Part of McKesson Corp., Serving Software, Inc. is a prepackaged software company. The company is based in Minneapolis, MN. Serving Software was acquired by HBO & Co. on September 13, 1994. | Comptroller/Controller/Auditor | 01-05-1994 | 01-05-1994 |
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 01-09-1999 | 05-11-2010 |
Operationeel Directeur | 01-09-1999 | - | |
Portefeuillebeheerder-Aandelen | 01-09-1999 | - |
Opleiding van Bill van Keulen
University of Minnesota | Undergraduate Degree |
Loyola University New Orleans | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Analyst-Equity | 1 |
Chief Operating Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoraal
Consumer Services | 3 |
Finance | 2 |
Technology Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Serving Software, Inc.
Serving Software, Inc. Packaged SoftwareTechnology Services Part of McKesson Corp., Serving Software, Inc. is a prepackaged software company. The company is based in Minneapolis, MN. Serving Software was acquired by HBO & Co. on September 13, 1994. | Technology Services |
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