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Duane Guy Location
Ocala, FL, US
Duane Guy Work
2026 -now Client Services Associate @
2025 -2026 Senior Distribution Analyst @
2024 -2026 Distribution Analyst @
2022 -2024 Investment Services @
2011 -2019 Operations Specialist @
2009 -2011 Participant Service Advisor @
2005 -2008 Transition Specialist @
Duane Guy Education
Argosy University Tampa
Associate's degree (Accounting and Finance)
2014-2018
Southern New Hampshire University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2020
Duane Guy Skills
FINRA
Investment Strategies
Asset Management
Fixed Annuities
Series 6
401k
Customer Service
Defined Contribution
Insurance
Retirement Planning
Mutual Funds
Profit Sharing
Duane Guy Summary
Duane Guy, based in Ocala, FL, US, is currently a Client Services Associate at Alliance Benefit Group of Houston. Duane Guy brings experience from previous roles at PCS Retirement, Ascensus and Newport Group. Duane Guy holds a 2014 - 2018 Associate's degree in Accounting and Finance @ Argosy University Tampa. With a robust skill set that includes FINRA, Investment Strategies, Asset Management, Fixed Annuities, Series 6 and more. Duane Guy has 3 emails and 1 mobile phone numbers on RocketReach.
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