Talk to sales Try for Free
Daniel Morelli

Daniel Morelli

Followers of Daniel Morelli2000 followers
location of Daniel MorelliNew York, New York, United States

Connect with Daniel Morelli to Send Message

Connect

Connect with Daniel Morelli to Send Message

Connect

  • Timeline

  • About me

    Chief Financial Officer - Wealth Management at Equitable

  • Education

    • Skidmore College

      -
      B.S., Management and Business B.A., Economics

      Activities and Societies: Member of Men's NCAA Ice Hockey Team, Thoroughbred Society (Student Athletes with GPA of 3.67 or higher), Dean's List Honors, ECAC East All-Academic Team - Graduated with Departmental and All-College Honors- Member of Pi Delta Phi (French National Honor Society)

    • NYU Stern School of Business

      -
      Master of Business Administration - MBA

      Specializations: Finance, Strategy, General Management

    • 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

    • Collège Jean-de-Brébeuf

      -

      Activities and Societies: Men's Varsity Ice Hockey, Men's Varsity Lacrosse

  • Experience

    • MetLife

      Jul 2014 - Dec 2017

      Global Employee Benefits business (40 countries): P&L management / rating agency coordination / geographic expansion / HQ financial planning & projection / post spin-off integration Supported financial initiatives in the development of the joint venture company MAXIS GBN, a network of 140 insurance companies in over 120 markets

      • Financial Analyst - Global Businesses

        Nov 2015 - Dec 2017

      • Financial Analyst - Multinational Products & Solutions

        Jul 2014 - Nov 2015

    • Equitable

      Dec 2017 - May 2021

      • 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. Show less

      • Director - Finance

        Feb 2021 - May 2021

      • Lead Manager - Finance

        Feb 2019 - Feb 2021

      • Senior Manager - Finance

        Dec 2017 - Feb 2019

    • Transamerica

      May 2021 - May 2022
      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.

    • Equitable

      May 2022 - now

      • Chief Financial Officer - Wealth Management

        Mar 2024 - now

      • Senior Director, Corporate Development - M&A

        May 2022 - Mar 2024

  • Licenses & Certifications

    • Coaching Education Program - Level 2

      USA Hockey

    • Fellow, Life Management Institute (FLMI)

      LOMA
      Sept 2017

    • Coaching Education Program - Level 1

      USA Hockey

    • Six Sigma Lean Black Belt Professional (LBBP)

      Management & Strategy Institute
      Jan 2020

    • Associate, Life Management Institute (ALMI)

      LOMA
      Jan 2016

  • Volunteer Experience

    • Mentor

      Issued by Big Brothers Big Sisters of NYC on Oct 2015
      Big Brothers Big Sisters of NYCAssociated with Daniel Morelli

    • Coach

      Issued by Ice Hockey In Harlem on Oct 2015
      Ice Hockey In HarlemAssociated with Daniel Morelli