Dan Moroz – Registered Dealing Representative, Alberta
Dan began his career in Finance and gained valuable experience in several industries over the past 25 years. His path took him through various senior level commercial roles including customer service, sales, leadership, transportation, and business development. He brings a wealth of experience in creating new business plans, pricing models, contracts, distribution plans and pioneering new industry opportunities. As a CMA/CPA Dan has a unique depth to his experience as a finance and business professional.
Dan’s greatest accomplishments and strengths come from having a customer first approach and creating lasting relationships with business partners. The ability to listen and understand the needs of clients is always top on mind for him. Having the opportunity to work in several industries over his career has been extremely rewarding. His experience provides potential clients with a breadth and depth of knowledge to meet the most challenging obstacles.
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