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Dan Spencer Email & Phone Number

Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029 at SGH Wealth Management
Location: Detroit Metropolitan Area, United States 3 work roles 2 schools
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Current company
SGH Wealth Management
Role
Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029
Location
Detroit Metropolitan Area, United States
Company size
15 employees

Who is Dan Spencer? Overview

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Quick answer

Dan Spencer is listed as Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029 at SGH Wealth Management, a with 15 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Dan Spencer.

Dan Spencer previously worked as Operations Associate at Sgh Wealth Management and Director of Sales at American House Senior Living Communities. Dan Spencer holds Bachelor Of Science - Bs, Finance from Wayne State University.

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SGH Wealth Management

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Profile bio

About Dan Spencer

As a seasoned professional with over 18 years of diverse work experience, I am eager to transition my skills and expertise from the sales sector to the field of finance. Currently advancing towards the completion of a Bachelor of Science in Finance from Wayne State University's prestigious Mike Ilitch School of Business, I am committed to furthering my knowledge and proficiency in the industry of finance.Throughout my career, I have consistently showcased my ability to cultivate robust, enduring relationships, effectively communicate complex ideas, and demonstrate strong leadership qualities. My objective is to leverage these competencies to drive success within the finance industry, contributing to the growth and advancement of the organization I join.

Current workplace

Dan Spencer's current company

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SGH Wealth Management
Sgh Wealth Management
Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029
Detroit, MI, US
Website
sghwm.com
Employees
15
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3 roles

Dan Spencer work experience

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Operations Associate

Current
Sgh Wealth Management

Lathrup Village, Michigan, Us

SGH Wealth Management is an independent and experienced financial planning & asset management firm. We provide clients personalized guidance in wealth accumulation and asset management in order to attain financial goals. Our comprehensive approach is aimed to help our clients lead more satisfying and fulfilling lives. As a client, you will feel at ease, no matter where you are nationwide, knowing that you will receive one on one attention and technology based platforms that simplify a complicated subject. We serve Executives, Business Owners, Institutional Investors and Professional Athletes.

Jul 2024 - Present
Team & coworkers

Colleagues at SGH Wealth Management

Other employees you can reach at sghwm.com. View company contacts for 15 employees →

BS Bryan Schneider Bryan Schneider Colleague at Sgh Wealth ManagementAnn Arbor, Michigan, United States View → JR Jeff Remillet, Cfp® Jeff Remillet, Cfp® Colleague at Sgh Wealth ManagementGrosse Pointe, Michigan, United States View → MT Michael Tommy Michael Tommy Colleague at Sgh Wealth ManagementDetroit Metropolitan Area, United States View → AL Andrew Leon Andrew Leon Colleague at Sgh Wealth ManagementDetroit Metropolitan Area, United States View → D“ Daniel “Jack” Sippell Daniel “Jack” Sippell Colleague at Sgh Wealth ManagementDetroit Metropolitan Area, United States View → AK Abhishek Kumar Abhishek Kumar Colleague at Sgh Wealth ManagementBihar, India View →
2 education records

Dan Spencer education

Bachelor Of Science - Bs, Finance

Wayne State University

Associate Of Arts - Aa, Business Administration And Management, General

Oakland Community College
FAQ

Frequently asked questions about Dan Spencer

Quick answers generated from the profile data available on this page.

What company does Dan Spencer work for?

Dan Spencer works for SGH Wealth Management.

What is Dan Spencer's role at SGH Wealth Management?

Dan Spencer is listed as Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029 at SGH Wealth Management.

Where is Dan Spencer based?

Dan Spencer is based in Detroit Metropolitan Area, United States while working with SGH Wealth Management.

What companies has Dan Spencer worked for?

Dan Spencer has worked for Sgh Wealth Management and American House Senior Living Communities.

Who are Dan Spencer's colleagues at SGH Wealth Management?

Dan Spencer's colleagues at SGH Wealth Management include Bryan Schneider, Jeff Remillet, Cfp®, Michael Tommy, Andrew Leon, and Daniel “Jack” Sippell.

How can I contact Dan Spencer?

You can use AeroLeads to view verified contact signals for Dan Spencer at SGH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Dan Spencer attend?

Dan Spencer holds Bachelor Of Science - Bs, Finance from Wayne State University.

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