Managing Director @ Spotlight Asset Group, Inc. (April 2018 - January 2021)
Financial Consultant @ (May 2011 - April 2018)
Investor Center Investments Representative @ (February 2010 - May 2011)
Investor Center Customer Service Representative @ (September 2009 - February 2010)
Fixed Income Specialist @ (October 2008 - September 2009)
Investments Representative @ (August 2007 - October 2008)
Financial Representative @ (August 2006 - August 2007)
Daniel Greulich Education
Centre College
Bachelor of Science (B.S.) (Biology, General)
2002-2006
Daniel Greulich Skills
Investments
Customer Service
Insurance
Financial Services
Sales
Team Building
Daniel Greulich Summary
Daniel Greulich, based in Ann Arbor, MI, US, is currently a Chief Investment Officer at Greenup Wealth at GreenUp Wealth. Daniel Greulich brings experience from previous roles at Spotlight Asset Group, Inc. and Fidelity Investments. Daniel Greulich holds a 2002 - 2006 Bachelor of Science (B.S.) in Biology, General @ Centre College. With a robust skill set that includes Investments, Customer Service, Insurance, Financial Services, Sales and more. Daniel Greulich has 2 emails and 1 mobile phone numbers on RocketReach.
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