Daniel P. Ray (Dan) comes to Credit Union Trust with more than 15 years of investment management experience. As Investment Officer, Dan is responsible for the active portfolio management of client accounts.
Prior to joining Credit Union Trust, Dan was registered through LPL Financial as a Series 7 Registered Representative for Securities and as a Series 66 & 65 Investment Adviser Representative. He currently holds life and health insurance licenses in the state of Michigan.
Dan has worked in the Financial Services Industry for the past 15 years, serving as a financial adviser at a large national firm, working at a Michigan based hedge fund, and serving as an investment wholesaler for a California-based asset management firm. In addition to working with individual and institutional investors, Dan has helped financial advisers grow their businesses.
Dan attended Northwood University and was a member of the basketball team before hanging up his Nike Air Jordans and transferring to Walsh College of Business, where he received a Bachelor of Arts degree in Finance.
Dan currently lives in Shelby Township with his two cats Izzy and Esther. He likes to spend his free time flying drones, watching football and walking one of his cats on her leash.