Bill van Keulen
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Profil
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.
Anciens postes connus de Bill van Keulen
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur des opérations | - |
Formation de Bill van Keulen
| University of Minnesota | Undergraduate Degree |
| Loyola University New Orleans | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |