Profil
Ms. Aimee N.
Boyer is a Financial Planner & Portfolio Manager at Pinnacle Holdings LLC.
She is a Registered Investment Advisor.
She joined Pinnacle in January, 2011.
Her primary responsibilities include overseeing the trading activity of the firm and advising clients on financial planning.
She supports the firm’s client service efforts and portfolio management.
Ms. Boyer was previously employed as Retail Manager by Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/.
Ms. Boyer has received a B.S.B.A in Marketing and Business Management and her J.D.
from the University of Tulsa.
She is a Certified Financial Planner.
Aktiva positioner av Aimee N. Boyer
| Företag | Position | Start |
|---|---|---|
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Trading-Equity | 2011-01-01 |
Tidigare kända positioner av Aimee N. Boyer
| Företag | Position | Slut |
|---|---|---|
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Catalog/Specialty DistributionRetail Trade Sells outdoor decorations and garden accessories | Företagsledare/Principal | - |
Aimee N. Boyers utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Pinnacle Holdings LLC
Pinnacle Holdings LLC Investment ManagersFinance Pinnacle Investment Advisors’ investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. The firm builds customized portfolios for their clients with proprietary strategies. | Finance |
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Catalog/Specialty DistributionRetail Trade Sells outdoor decorations and garden accessories | Retail Trade |
The University of Tulsa
The University of Tulsa Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















