Dan Spencer

Dan Spencer Email and Phone Number

Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029 @ SGH Wealth Management
Detroit, MI, US
Dan Spencer's Location
Detroit Metropolitan Area, United States, United States
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.

Dan Spencer's Current Company Details
SGH Wealth Management

Sgh Wealth Management

View
Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029
Detroit, MI, US
Website:
sghwm.com
Employees:
15
Dan Spencer Work Experience Details
  • Sgh Wealth Management
    Sgh Wealth Management
    Detroit, Mi, Us
  • Sgh Wealth Management
    Operations Associate
    Sgh Wealth Management Jul 2024 - Present
    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.
  • American House Senior Living Communities
    Director Of Sales
    American House Senior Living Communities Aug 2020 - Mar 2023
    Southfield, Mi, Us

Dan Spencer Education Details

  • Wayne State University
    Wayne State University
    Finance
  • Oakland Community College
    Oakland Community College
    General

Frequently Asked Questions about Dan Spencer

What company does Dan Spencer work for?

Dan Spencer works for Sgh Wealth Management

What is Dan Spencer's role at the current company?

Dan Spencer's current role is Operations Associate at SGH Wealth Management | sghwm.com | 248-731-0029.

What schools did Dan Spencer attend?

Dan Spencer attended Wayne State University, Oakland Community College.

Who are Dan Spencer's colleagues?

Dan Spencer's colleagues are Abhishek Kumar, Daniel “jack” Sippell, Bryan Schneider, Jeff Remillet, Cfp®, Michael Tommy, Andrew Leon.

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