Kim Young

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Ms. Kim Young is Administrator at Carnick & Co., Inc. She is responsible for customer service and client reporting.
Prior to joining Carnick in 2002, Ms. Young has worked in the financial planning and trading arena for over 15 years.
Ms. Young earned her Bachelor of Science degree in finance from Southwest Missouri State University.

Precedenti posizioni note di Kim Young

Società	Posizione	Fine
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.	Corporate Officer/Principal	-

Vedi nel dettaglio l'esperienza di Kim Young

Formazione di Kim Young

Missouri State University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private