Dan Moorman is the Head of Annuities, Insurance, Client and FA Directed Advisory Programs within the Investment Products Group at Wells Fargo. He previously led the Packaged Products Group with responsibility for the exchange-traded product, mutual fund, closed-end fund, unit investment trust, and 529 plan product lines. Additionally, Dan represents the Investment Products Group on several WFA and WIM committees, including serving as a co-chair of the WFA Deal Commitment Committee.

Dan joined Wells Fargo in 1995 (then A.G. Edwards) as a member of the Managed Products department. Within that department, Dan served in a variety of positions, including Vice President of the Marketing Coordination Group, where he was responsible for overseeing the mutual fund and fund advisory sales and marketing division and the establishment and maintenance of relationships with mutual fund, annuity and life insurance companies.

Dan is currently on the Board of Directors for Almost Home, an organization dedicated to empowering young mothers to become self-sufficient and create a better future for their families and Nicsa, a trade association focused on connecting all facets of the global asset management industry. Dan earned his Bachelor of Science from the University of Missouri – Columbia and is a graduate from the Securities Industry Institute at the Wharton School. He is FINRA Series 6, 7, 24, 63, and 66 licensed.