Chief Financial Officer - Wealth Management
Current
Mar 2024 - Present
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Daniel Morelli Email & Phone Number
Chief Financial Officer - Wealth Management at Equitable
at
Equitable
1 work email found
@equitable.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer - Wealth Management at Equitable
Location
New York, New York, United States
Company size
Who is Daniel Morelli? Overview
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Quick answer
Daniel Morelli is listed as Chief Financial Officer - Wealth Management at Equitable at Equitable, a company with 1973 employees, based in New York, New York, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Daniel Morelli.
Daniel Morelli previously worked as Chief Financial Officer - Wealth Management at Equitable and Senior Director, Corporate Development - M&A at Equitable. Daniel Morelli holds Master Of Business Administration - Mba from Nyu Stern School Of Business.
Company email context
Email format at Equitable
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{first}.{last}@equitable.com
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Profile bio
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.
Listed skills include Social Media, Powerpoint, Marketing, Analysis, and 16 others.
Current workplace
Daniel Morelli's current company
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8 roles
Daniel Morelli work experience
A career timeline built from the work history available for this profile.
Senior Director, Corporate Development - M&A
May 2022 - Mar 2024
Financial Analysis & Management Information
- 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.
May 2021 - May 2022
Director - Finance
- 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.
Feb 2021 - May 2021
Lead Manager - Finance
- 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.
Feb 2019 - Feb 2021
Senior Manager - Finance
Preparation and execution of $2.75bn IPO on NYSE (EQH)Formerly AXA US (AXA-Equitable)
Dec 2017 - Feb 2019
Financial Analyst - Global Businesses
Global Employee Benefits business (40 countries): P&L management / rating agency coordination / geographic expansion / HQ financial planning & projection / post spin-off integration
Nov 2015 - Dec 2017
Financial Analyst - Multinational Products & Solutions
Supported financial initiatives in the development of the joint venture company MAXIS GBN, a network of 140 insurance companies in over 120 markets
Jul 2014 - Nov 2015
4 education records
Daniel Morelli education
Master Of Business Administration - Mba
B.S., Management And Business B.A., Economics
Education record
Education record
FAQ
Frequently asked questions about Daniel Morelli
Quick answers generated from the profile data available on this page.
What company does Daniel Morelli work for?
Daniel Morelli works for Equitable.
What is Daniel Morelli's role at Equitable?
Daniel Morelli is listed as Chief Financial Officer - Wealth Management at Equitable at Equitable.
What is Daniel Morelli's email address?
AeroLeads has found 1 work email signal at @equitable.com for Daniel Morelli at Equitable.
Where is Daniel Morelli based?
Daniel Morelli is based in New York, New York, United States while working with Equitable.
What companies has Daniel Morelli worked for?
Daniel Morelli has worked for Equitable, Transamerica, and Metlife.
How can I contact Daniel Morelli?
You can use AeroLeads to view verified contact signals for Daniel Morelli at Equitable, including work email, phone, and LinkedIn data when available.
What schools did Daniel Morelli attend?
Daniel Morelli holds Master Of Business Administration - Mba from Nyu Stern School Of Business.
What skills is Daniel Morelli known for?
Daniel Morelli is listed with skills including Social Media, Powerpoint, Marketing, Analysis, Strategy, Wordpress, Sales, and Business Strategy.
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