Daniel Morelli serves as the Chief Financial Officer for Wealth Management at Equitable, a position held since May 2022, after transitioning from the role of Senior Director of Corporate Development focused on mergers and acquisitions. Prior experience includes a significant tenure at Transamerica, where Daniel implemented Anaplan for consolidated financial analytics and led a strategic planning process that achieved $1 billion in annual earnings. Previous roles at Equitable included Director of Finance and various managerial positions overseeing financial management and M&A activities. Daniel's career began at MetLife, contributing to global financial initiatives across multiple facets of the organization. Educational background includes an MBA from NYU Stern School of Business, supplemented by studies at Skidmore College, Northwood School, and Collège Jean-de-Brébeuf.
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