Career history of Bill van Keulen
Former positions of Bill van Keulen
| Companies | Position | Start | End |
|---|---|---|---|
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 | 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. | Analyst-Equity | 01/09/1999 | 05/11/2010 |
| Chief Operating Officer | 01/09/1999 | - | |
| Portfolio Manager-Equities | 01/09/1999 | - |
Training of Bill van Keulen
| Loyola University New Orleans | Graduate Degree |
| University of Minnesota | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Chief Operating Officer | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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