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Dan Morais

VP Investment Banking, North Region at MassDevelopment

Dan Morais is currently the VP of Investment Banking in the North Region at MassDevelopment. Prior to this, they were a Senior Associate at UC Funds from January 2012 to January 2017, where they provided commercial real estate debt and equity. From January 2011 to January 2012, Morais was a Vice President at Santander Bank, N.A. And from January 2009 to January 2011, they were a Manager at Union Management. Morais has been in the financial industry since 1999, when they started as a Financial Advisor at Ameriprise Financial Services, Inc.

Dan Morais has a BSBA from Boston University - School of Management in Finance & Marketing. Dan is certified in Series 63 and Series 7.

Their manager is Laura L. Canter, EVP, Finance Programs. They are on a team with Kathryn Fraser - VP, Risk Management & Special Assets, Wendy O'Malley - Director of PACE Massachusetts, and Robert Seega - VP, Investment Banking, Central Region.


Timeline

  • VP Investment Banking, North Region

    Current role