Karen Keefe
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Historial de carrera de Karen Keefe
Antiguos cargos conocidos de Karen Keefe.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Heritage Financial Services LLC
 Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Ventas & Marketing | 01/06/2003 | - |
Formación de Karen Keefe.
| Massachusetts Bay Community College | Undergraduate Degree |
Estadísticas
Internacional
| Estados Unidos | 3 |
Operativa
| Sales & Marketing | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 2 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Heritage Financial Services LLC
Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations. | Finance |
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