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Moe Danis CFA

Moe Danis CFA

Managing Director, Lease Finance, Private Fixed Income

Followers of Moe Danis CFA926 followers
location of Moe Danis CFAWaterloo, Ontario, Canada

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  • Timeline

  • About me

    Senior Vice President at JUNO Financial Group Corp

  • Education

    • University of Waterloo

      1972 - 1976
      N/A math, business

  • Experience

    • Sun Life Financial

      Nov 1986 - Jun 2009
      Managing Director, Lease Finance, Private Fixed Income

      Created a private securitization model for Sun Life and its predecessor companies, Clarica and Mutual Life. Built a portfolio of over $2 billion and managed a team of professionals, focussed on providing fresh liquidity of $1 billlion annually to the non-regulated finance industry.

    • Clarica

      Jan 1999 - Jan 2002
      AVP Private Placements

    • Moe Danis Consulting Inc

      Jan 2009 - Jan 2011
      Principal

    • Pacific & Western Bank of Canada

      Oct 2010 - Mar 2016
      Senior Vice President Structured Finance

      Built a program receivables team and originated a book of over $1B of lease receivable assets for VersaBank(formerly Pacific & Western Bank)

    • CWB Maxium Financial

      Mar 2016 - Jun 2019
      Senior Vice President, Program Finance

    • Moe Danis Consulting

      Jun 2019 - Aug 2021
      Principal

      Financing Solutions

    • JUNO Financial Group Corp

      Aug 2021 - now
      Senior Vice President

      Providing advisory services to help independent lease and loan originators build and finance their business to get to the next level.

  • Licenses & Certifications