![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>)
Profiel
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.
Eerdere bekende functies van Miriam Sue Boysen
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 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 | Portefeuillebeheerder-Aandelen | - |
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 | - |
Opleiding van Miriam Sue Boysen
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
10
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
