Thomas Greuling
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Thomas Greuling Email & Phone Number

Location: Grapevine, Texas, United States 10 work roles 3 schools
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Role
President and Founder
Location
Grapevine, Texas, United States
Company size

Who is Thomas Greuling? Overview

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Quick answer

Thomas Greuling is listed as President and Founder at CellarBrowser, Inc. - East Texas Wine Partners, LLC, a company with 6 employees, based in Grapevine, Texas, United States. AeroLeads shows a matched LinkedIn profile for Thomas Greuling.

Thomas Greuling previously worked as Senior Vice President at Stokes Family Office and President & Owner at Cellarbrowser, Inc.. Thomas Greuling holds Mba, Corporate Finance from The University Of Dallas.

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Email format at CellarBrowser, Inc. - East Texas Wine Partners, LLC

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CellarBrowser, Inc. - East Texas Wine Partners, LLC

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Profile bio

About Thomas Greuling

I'm Thomas Greuling, a seasoned financial consultant, known for my proven ability to create strong relationships and drive exceptional results. I have expertise in a wide range of retirement plans, investment strategies, and fiduciary risk management.My academic background includes earning a BA and MBA from The University of Dallas, where I excelled academically and played on the soccer team. I also had study abroad experiences in Rome and Guatemala. I am fluent in three languages—German, Spanish, and English.Outside of my consulting endeavors, I engage in many activities, including volunteer work, watching soccer (especially my sons’ games), playing soccer, importing wine, kitesurfing, and wingfoiling.

Current workplace

Thomas Greuling's current company

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CellarBrowser, Inc. - East Texas Wine Partners, LLC
Cellarbrowser, Inc. - East Texas Wine Partners, Llc
President and Founder
Grapevine, TX, US
Employees
6
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10 roles

Thomas Greuling work experience

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President And Founder

Cellarbrowser, Inc. - East Texas Wine Partners, Llc

Grapevine, TX, US

Senior Vice President

Current

Grapevine, Texas, United States

Based in New Orleans and advising clients across the nation, Stokes Family Office is a wealth management practice, servicing the needs of high net worth families and institutions. Thomas Greuling has opened our Texas office in Grapevine, TX with a primary focus on Institutional clients. https://stokesfamilyoffice.com/about-us/ Since 1987, we have provided.

Jan 2023 - Present

President & Owner

Current
Cellarbrowser, Inc.

United States

I joined CellarBrowser, Inc. as President and part owner. www.cellarbrowser.com

Mar 2022 - Present

Entrepreneur-Unternehmer-Emprendedor

Current
Self-Employed

Grapevine, Texas, United States

Jul 2021 - Present

Consultant

Alphainsights

United States

Hourly consulting contracts as a subject matter expert.

Oct 2021 - Dec 2022

Consultant

Glg

United States

Hourly consulting as a subject matter expert.

Oct 2021 - Dec 2022

Vp, Account Executive

United States

Account Executive for Fidelity HSA services. Doubled our client base for Tax Exempt market in 2 years. Helped design marketing and product strategy for HSA team nationwide. Additionally, I was part of FCAT (Fidelity Center for Applied Technology) Founderie program with an idea I co-founded which evolved to early incubation stage. Achieved sales goal for.

Jan 2019 - Jun 2021

Vice President, Retirement Director

Served as VP, Director who was the architect of solutions for Defined Contribution (401K primarily), Non-Qualified, Defined Benefit, HSA, H&W, Payroll, and Stock Plan Solutions for companies. At Fidelity, we built awesome retirement plans with industry leading benefit capabilities. My team worked extensively with internal and external centers of influence.

Feb 2004 - Jun 2019

Fixed Income And Options Specialist

Conducted options and fixed income trades. Consulted clients on fixed income products and suitability to their strategy. Conducted trades in Spanish, German and primarily English. Developed database and outbound call focused strategy that substantially raised sales numbers of our team. Consistent innovator and top performer.

May 2000 - Feb 2004

Senior Trader

Traded all types of securities. Conducted significant activity in IPOs for high net-worth clients. Also spent time as senior employee trading specialist who conducted complicated trades for senior Fidelity employees.

Apr 1998 - May 2000
Team & coworkers

Colleagues at CellarBrowser, Inc. - East Texas Wine Partners, LLC

Other employees you can reach at stokesfamilyoffice.com. View company contacts for 6 employees →

3 education records

Thomas Greuling education

Mba, Corporate Finance

Activities and Societies: Additional certificates in: Corporate Investment Analysis. International Corporate Finance. SIE, member of.

Ba, German Literature

Activities and Societies: Soccer, German Club, Studied abroad in Rome, Italy and Antigua, Guatemala Private Catholic Liberal Arts.

Education record

Duncanville Hs
FAQ

Frequently asked questions about Thomas Greuling

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

What company does Thomas Greuling work for?

Thomas Greuling works for CellarBrowser, Inc. - East Texas Wine Partners, LLC.

What is Thomas Greuling's role at CellarBrowser, Inc. - East Texas Wine Partners, LLC?

Thomas Greuling is listed as President and Founder at CellarBrowser, Inc. - East Texas Wine Partners, LLC.

Where is Thomas Greuling based?

Thomas Greuling is based in Grapevine, Texas, United States while working with CellarBrowser, Inc. - East Texas Wine Partners, LLC.

What companies has Thomas Greuling worked for?

Thomas Greuling has worked for Cellarbrowser, Inc. - East Texas Wine Partners, Llc, Stokes Family Office, Cellarbrowser, Inc., Self-Employed, and Alphainsights.

Who are Thomas Greuling's colleagues at CellarBrowser, Inc. - East Texas Wine Partners, LLC?

Thomas Greuling's colleagues at CellarBrowser, Inc. - East Texas Wine Partners, LLC include Aimee Charrier, George Calhoun, Patrick Mckay, Cfp®, Devin Brieske, and Victoria Todino.

How can I contact Thomas Greuling?

You can use AeroLeads to view verified contact signals for Thomas Greuling at CellarBrowser, Inc. - East Texas Wine Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Thomas Greuling attend?

Thomas Greuling holds Mba, Corporate Finance from The University Of Dallas.

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