![Miriam Sue Boysen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Miriam Sue Boysen
Keine laufenden Positionen mehr
Profil
Miriam Sue Boysen worked as a Director of Shareholder Services at Unified Management Corp.
She then served as a Senior Family Wealth Director at Keel Point LLC from 2015 to 2023.
Prior to that, she was a Principal at Mason Cos., Inc. and Chief Wealth Officer at Keel Point Advisors LLC.
She also worked as an Assistant at Financial Planning & Management, Inc. Ms. Boysen obtained her undergraduate degree from the University of Nebraska.
Ehemalige bekannte Positionen von Miriam Sue Boysen
| Unternehmen | Position | Ende |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Portfolio Manager-Aktien | 01.09.2023 |
Mason Cos., Inc.
 Mason Cos., Inc. Wholesale DistributorsDistribution Services Sells footwear, apparel and accessories | Corporate Officer/Principal | - |
Keel Point Advisors LLC
 Keel Point Advisors LLC Investment ManagersFinance Provides investment advice | Portfolio Manager-Aktien | - |
Financial Planning & Management, Inc.
 Financial Planning & Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Unified Management Corp.
 Unified Management Corp. Personnel ServicesCommercial Services Provides temporary employee services | Corporate Officer/Principal | - |
Ausbildung von Miriam Sue Boysen
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
10
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
University of Nebraska
 University of Nebraska Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Unified Management Corp.
Unified Management Corp. Personnel ServicesCommercial Services Provides temporary employee services | Commercial Services |
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Finance |
Mason Cos., Inc.
Mason Cos., Inc. Wholesale DistributorsDistribution Services Sells footwear, apparel and accessories | Distribution Services |
Keel Point Advisors LLC
Keel Point Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
Financial Planning & Management, Inc.
Financial Planning & Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
