Michael Moroz

Senior Associate - Client Delivery at NewtonX

Michael Moroz has had a diverse work experience, beginning in 2014 when they worked as the Farm Families for Corbett Director for Southeast PA for Tom Corbett for PA. In 2016, they joined UPenn College Republicans as an Editorial Board Director and University Council Representative. In 2017, they worked as a Marketing Intern for Amcord Care Inc. and in 2018 they were an Editorial and Media Intern for Beth Grossman for DA. In 2019, they were a Wealth Management Intern for Bernath & Rosenberg PC. Currently, they are a Client Relationship Associate for Vanguard and a Client Delivery Associate for NewtonX, where they manage over $1 million in client accounts.

Michael Moroz obtained a Bachelor of Science in Economics from The Wharton School in 2021. In May 2022, they obtained the Securities Industry Essentials certification from FINRA.

Links

Previous companies

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Timeline

  • Senior Associate - Client Delivery

    August 1, 2023 - present

  • Client Delivery Associate

    June, 2022