Daniel Moretto Email & Phone Number
Wealth Advisor @ Penmore Group of Companies
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Daniel Moretto Location
- Toronto, ON, CA
Daniel Moretto Work
- 2019 -now Wealth Advisor @
- 2013 -2019 Financial Security Advisor @
- 2012 -2013 Records Manager @
- 2009 -2011 Skilled Labourer @ Trinity Contracting & Landscaping
- 2007 -2008 Lifeguard @
- 2006 -2008 Lifeguard and Swim Instructor @
Daniel Moretto Education
- Cardone Sales Training University
Professional (Sales)
2015-2018 - University of Guelph
Bachelor of Arts, Honours Program (Double Major + Minor)
2008-2013 - St. Michael's College School
OSSD
2003-2008 - Canadian Securities Institute
Wealth Management Essentials
- Canadian Securities Institute
Canadian Securities Course (Investments and Securities)
- Canadian Securities Institute
Conduct and Practice Handbook Course (Applied and Professional Ethics)
- Welch & Pridmore Systems LTD
Professional (Sales)
2018 - IFSE Institute
Canadian Investment Funds Course
- IFSE Institute
Life License Qualification Program
Daniel Moretto Skills
- Teamwork
- Life Insurance
- Investments
- Customer Service
- Mutual Funds
- Critical Thinking
- Policy Analysis
- Leadership
- Risk Management
- Personal Financial Planning
- Critical Illness
- Income Protection
- Public Speaking
- Time Management
- Retirement Planning
- Estate Planning
- Microsoft Office
- Microsoft Excel
- Public Relations
- High Organizational Skills
- Debt Management
- Statistics
- Insurance
- Presentation Skills
- Segregated Funds
- Key Person Protection
- Public Policy
- Strongly self-motivated
- Qualitative Research
- Quantitative Research
- Records Management
- Event Planning
- Finance
- Financial Advisory
- Strategic Planning
- PowerPoint
- Sales
- Financial Planning
- Strongly Self Motivated
- Disability Insurance
- Courts
Daniel Moretto Summary
- Daniel Moretto, based in Toronto, ON, CA, is currently a Wealth Advisor at Penmore Group of Companies. Daniel Moretto brings experience from previous roles at London life / Great-West Lifeco Inc, McCague Borlack LLP, Trinity Contracting & Landscaping and Canada's Wonderland. Daniel Moretto holds a 2015 - 2018 Professional in Sales @ Cardone Sales Training University. With a robust skill set that includes Teamwork, Life Insurance, Investments, Customer Service, Mutual Funds and more. Daniel Moretto has 3 emails on RocketReach.
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