Bill van Keulen

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Consumer Services

Finance

Technology Services

Profilo

Bill van Keulen worked as the Head of Operations at Transform Wealth LLC.
Prior to that, he worked as a Senior Accountant at Serving Software, Inc. from 1987 to 1994.
Mr. van Keulen received his undergraduate degree from the University of Minnesota in 1985.
He later received a graduate degree and an MBA from Loyola University New Orleans in 1997.

Precedenti posizioni note di Bill van Keulen

Società	Posizione	Fine
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
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.	Direttore operativo	-

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Formazione di Bill van Keulen

Loyola University New Orleans	Graduate Degree
University of Minnesota	Undergraduate Degree

Esperienze
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Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private	2
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