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.
Postes actifs de Aimee N. Boyer
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/01/2011 |
Anciens postes connus de Aimee N. Boyer
| Sociétés | Poste | Fin |
|---|---|---|
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/
Williams-Sonoma, Inc. /Gardeners Eden Catalog Business/ Catalog/Specialty DistributionRetail Trade Sells outdoor decorations and garden accessories | Corporate Officer/Principal | - |
Formation de Aimee N. Boyer
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
















