Karen Keefe
Profile
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.
Former positions of Karen Keefe
| Companies | Position | End |
|---|---|---|
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 | - |
Training of Karen Keefe
| Massachusetts Bay Community College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Karen Keefe
