Daniel Morelli

Daniel Morelli Email and Phone Number

Chief Financial Officer - Wealth Management at Equitable @ Equitable
new york, new york, united states
Daniel Morelli's Location
New York, New York, United States, United States
Daniel Morelli's Contact Details
About Daniel Morelli

Daniel Morelli is a Chief Financial Officer - Wealth Management at Equitable at Equitable. He possess expertise in social media, powerpoint, marketing, analysis, strategy and 15 more skills. He is proficient in Spanish.

Daniel Morelli's Current Company Details
Equitable

Equitable

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Chief Financial Officer - Wealth Management at Equitable
new york, new york, united states
Employees:
1973
Daniel Morelli Work Experience Details
  • Equitable
    Chief Financial Officer - Wealth Management
    Equitable Mar 2024 - Present
    New York, New York, United States
    View
  • Equitable
    Senior Director, Corporate Development - M&A
    Equitable May 2022 - Mar 2024
    New York, New York, United States
    View
  • Transamerica
    Financial Analysis & Management Information
    Transamerica May 2021 - May 2022
    • Implemented Anaplan to support consolidated financial results and analytics across all business segments.• Led firmwide three-year strategic planning process delivering $1bn in annual earnings.• Optimized financial processes and developed insights for senior management reviews.• Oversaw six working groups created to streamline decision making and increase operational efficiency.
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  • Equitable
    Director - Finance
    Equitable Feb 2021 - May 2021
    New York, New York, United States
    • Responsible for all financial aspects including M&A, P&L management, FP&A, valuation.• Member of Strategic Task Force creating the future model of affiliated distribution (Equitable Advisors). • Led externally reported Corporate & Other segment which includes Wealth Management business.• Directed an onshore and offshore team of finance professionals.
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  • Equitable
    Lead Manager - Finance
    Equitable Feb 2019 - Feb 2021
    New York, New York, United States
    • Financial management & oversight responsibility for retail distribution across commercial business lines including Retirement, Wealth Management, and Protection businesses.• Spearheaded analysis of inorganic growth opportunities in RIA/Hybrid RIA channel, Independent broker-dealer, Insurance-owned broker-dealer.• Coordinated total company Strategic Plan and development of enterprise targets.• Conducted competitive market analysis and executed key strategic initiatives. • Supported corporate development and responsible for financial analysis of new business cases.
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  • Equitable
    Senior Manager - Finance
    Equitable Dec 2017 - Feb 2019
    New York, New York, United States
    Preparation and execution of $2.75bn IPO on NYSE (EQH)Formerly AXA US (AXA-Equitable)
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  • Metlife
    Financial Analyst - Global Businesses
    Metlife Nov 2015 - Dec 2017
    New York, New York, United States
    Global Employee Benefits business (40 countries): P&L management / rating agency coordination / geographic expansion / HQ financial planning & projection / post spin-off integration
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  • Metlife
    Financial Analyst - Multinational Products & Solutions
    Metlife Jul 2014 - Nov 2015
    New York, Ny
    Supported financial initiatives in the development of the joint venture company MAXIS GBN, a network of 140 insurance companies in over 120 markets
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Daniel Morelli Skills

Social Media Powerpoint Marketing Analysis Strategy Wordpress Sales Business Strategy Facebook Budgets Cross Functional Team Leadership Microsoft Office Research Product Development Management Microsoft Word Public Speaking Microsoft Excel Finance Analytical Skills

Daniel Morelli Education Details

Frequently Asked Questions about Daniel Morelli

What company does Daniel Morelli work for?

Daniel Morelli works for Equitable

What is Daniel Morelli's role at the current company?

Daniel Morelli's current role is Chief Financial Officer - Wealth Management at Equitable.

What is Daniel Morelli's email address?

Daniel Morelli's email address is da****@****ica.com

What schools did Daniel Morelli attend?

Daniel Morelli attended Nyu Stern School Of Business, Skidmore College, Northwood School, Collège Jean-De-Brébeuf.

What are some of Daniel Morelli's interests?

Daniel Morelli has interest in Children.

What skills is Daniel Morelli known for?

Daniel Morelli has skills like Social Media, Powerpoint, Marketing, Analysis, Strategy, Wordpress, Sales, Business Strategy, Facebook, Budgets, Cross Functional Team Leadership, Microsoft Office.

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