Profiel
Ms. Christina E.
Kyrkos is an Investment Advisor at DAGCO, Inc. Since joining the firm in 2011, she has implemented the firm’s cost basis reconciliation and reporting process, spearheaded the selection and launch of a new CRM system, and has expanded the utilization of investment research software.
Her other responsibilities include special projects for firm development and client service, facilitating mutual fund research and portfolio analysis, and assisting with client reporting.
She has also learned a great deal about financial, investment, tax, and estate planning from her colleagues at Cornerstone.
In 2008 she earned her B.S.
in Business Administration, majoring in Management with a double-major in French.
During her junior year at John Carroll, she spent a semester abroad in Paris, France.
She went on to earn her Master of Business Administration from Cleveland State University in 2011.
She holds the FINRA Series 65 license and is an Investment Advisor Representative with the firm.
Actieve functies van Christina Efstratios Kyrkos
| Bedrijven | Functie | Begin |
|---|---|---|
DAGCO, Inc.
 DAGCO, Inc. Investment ManagersFinance DAGCO, Inc., dba Cornerstone Wealth Management (CWM), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Westlake, Ohio. The firm was founded by David Gomersall in 1995. CWM provides comprehensive financial planning, retirement planning, and ongoing investment management to individuals, corporations or other business entities, trusts, estates, or charitable organizations, and qualified retirement plans. | Analyst-Equity | 01-01-2011 |
Opleiding van Christina Efstratios Kyrkos
| Cleveland State University | Masters Business Admin |
| John Carroll University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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DAGCO, Inc.
DAGCO, Inc. Investment ManagersFinance DAGCO, Inc., dba Cornerstone Wealth Management (CWM), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Westlake, Ohio. The firm was founded by David Gomersall in 1995. CWM provides comprehensive financial planning, retirement planning, and ongoing investment management to individuals, corporations or other business entities, trusts, estates, or charitable organizations, and qualified retirement plans. | Finance |
