Daniel Morelli Email & Phone Number
Chief Financial Officer - Wealth Management @ Equitable
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Daniel Morelli Location
- New York, NY, US
Daniel Morelli Work
- 2024 -now Chief Financial Officer - Wealth Management @
- 2022 -2024 Senior Director, Corporate Development - M and A @
- 2021 -2022 Financial Analysis and Management Information @
- 2021 -2021 Director - Finance @
- 2019 -2021 Lead Manager - Finance @
- 2017 -2019 Senior Manager - Finance @
- 2014 -2015 Financial Analyst - Multinational Products and Solutions @
- 2015 -2017 Financial Analyst - Global Businesses @
Daniel Morelli Education
- Northwood School
Activities and societies: Cum Laude Society (Dean's List, National Society of High School Scholars, Men's Varsity Ice Hockey, Men's Varsity Lacrosse)
- NYU Stern School of Business
Master of Business Administration - MBA
- Skidmore College
B.S. (Management and Business B.A., Economics)
- Collège Jean-de-Brébeuf
Activities and societies: Men's Varsity Ice Hockey (Men's Varsity Lacrosse)
Daniel Morelli Skills
- Social Media
- PowerPoint
- Marketing
- Analysis
- Strategy
- WordPress
- Sales
- Business Strategy
- Budgets
- Cross-functional Team Leadership
- Microsoft Office
- Research
- Product Development
- Management
- Microsoft Word
- Public Speaking
- Microsoft Excel
- Finance
- Analytical Skills
- Cross Functional Team Leadership
Daniel Morelli Summary
- Daniel Morelli, based in New York, NY, US, is currently a Chief Financial Officer - Wealth Management at Equitable. Daniel Morelli brings experience from previous roles at Equitable and Transamerica. Daniel Morelli holds a Activities and societies: Cum Laude Society in Dean's List, National Society of High School Scholars, Men's Varsity Ice Hockey, Men's Varsity Lacrosse @ Northwood School. With a robust skill set that includes Social Media, PowerPoint, Marketing, Analysis, Strategy and more. Daniel Morelli has 1 emails and 3 mobile phone numbers on RocketReach.
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