Karen Keefe
Plus aucun poste en cours
Profil
Ms. Karen Keefe is Client Services Manager at Heritage Financial Services, Inc. (Massachusetts).
Prior to joining the June 2006, Ms. Keefe worked for several years as the assistant to the CFO of Horizon House Publications, Inc. She has also worked in various financial departments with other companies, such as Damon, Masoneilan, and Mitre.
Anciens postes connus de Karen Keefe
| Sociétés | Poste | 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. | Sales & Marketing | - |
Formation de Karen Keefe
| Massachusetts Bay Community College | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 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 |
