Tyna Agee has been a Director of Client Services and Operations in Keystone Financial Group since 2019. Moreover, this person has professional experience at more than four companies in the relevant field. Tyna has a total work experience of 15+ years. Tyna Agee studied at the Ohio State University from 1991 to 1996. This expert learned English. Tyna Agee has the following certificates: Series 7, 63, 65, 66 and Ohio Life and Health. Nowadays Tyna lives in Columbus, Ohio region. Find this person's actual email address and phone number through our search.
Name variants:
Tyna Agee
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ta**@eaglefinancialsolutions.com
Location
Columbus, OH
Company
Workplace
Director of Client Services and Operations
Lexington, KY
Industry
Financial Services
Colleagues
Work History
Director of Client Services and Operations
527 Wellington Way SUITE 225, Lexington, KY 40503
from May 2019
Investment Manager
3500 Packerland Dr, De Pere, WI 54115
Providing Financial Services including Investments, Asset Management, Financial Analysis, Risk Assessment, Financial Modeling and 401k Review.
Mar 2012 — Aug 2015
Internal Client Advisor
270 Park Ave, New York, NY 10010
Worked in conjunction with external wholesaler to develop and maintain relationships within the Independent Broker Dealer Advisor community in OH,PA, MN, WI, ND and SD. Presented and sold th...
May 1999 — May 2011
Education
1991 — 1996
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Financial Analysis
Asset Management
Financial Modeling
Financial Services
Risk Management
Portfolio Management
Finance
Portfolio Construction