Dan Grodzicki joined Prism Financial Group in 2015 as a Client Service Specialist and quickly added the duties of investment trading to his job description. His responsibilities shifted in 2018 as he became our Portfolio Administrator. His new duties include the maintenance of our investment trading, reporting, and rebalancing programs. Dan also serves as a member of our firm’s Investment Committee. He assists in the research and analysis of investments and financial market conditions and implements the decisions made by this team.
Dan brings an extensive background in both accounting and finance to his role with Prism. He began his career in the financial industry in 1998, after obtaining his degree in Accounting. He has earned the Series 7, 63, and 24 FINRA licenses and has held Life and Health insurance licenses in the past.
On a personal note, Dan and his wife Ann have a blended family consisting of two sons and two daughters, ranging in age from 11 to 26. In his free time, Dan enjoys playing golf and looks forward to weekends at the lake with his family.