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Industrial Real Estate Investor and Business Operator

Barrett O'Neill

Daniel Ditusa, MBA

Student Athlete

Succession Capital Alliance

Dan is responsible for growing and managing Succession Capital's largest Advisor, Attorney, CPA and Client relationships in the Northeast. Dan has extensive industry experience which allows him to educate and Partner with top producers and advisors in the industry to present the true economic value of Advanced Life Insurance Planning through Premium Financing.

Succession Capital Alliance is the exclusive provider of the Capital Maximization Strategy (CMS) program., which was created with a vision to redefine the way the industry thinks about and communicates the ability to leverage its purchase in both estate and business planning applications for the high net worth clients. 

SCA works closely with financial Advisors, including CPAs, Attorneys and Investment Managers to provide guidance and direction in the effective use of leverage when purchasing life insurance.

Vice President

Morgan Stanley

-Co head of business development
-Experienced alternative investment and private equity manager due diligence
-Daily collaboration with private bank, investment bank, ultra high net worth lending and strategic client management teams to provide exclusive services to sophisticated clients
-experience preparing and presenting to senior management and leading teams of 3-7 people

Recognized as a member of Morgan Stanley’s Pacesetters Club as a top Next Generation Financial Advisor for outstanding service and performance.

NMLS #: 2150365
Life, Health, Property & Casualty License #: 19698931

Contact me to learn about ways we can work together at 
Dan.Ditusa@morganstanley.com

Financial Advisor, Financial Planning Specialist

*Series 7 & 66 Licensed*

 Led quantitative and qualitative analysis initiatives for over 200 financial advisors and a $300 Million business
 Conducted concentrated assessments on financial advisor teams managing over $1 Billion in Assets to generate
opportunities to enhance new client acquisition, client service, and asset retention
 Co-managed the Complex’s Financial Advisor Associate program and led the Complex to a top overall ranking in
performance, growth, and diversity hiring for two consecutive years

Complex Analyst

 Prepared Weekly & Monthly metrics to present to the head of Wealth Management and CFO
 Conducted and Analyzed daily FP&A Due Diligence for a business generating over $10 Billion in annual revenue
 Served as a key strategy and analytics partner to over 500 Branch Managers and members of senior management
o Originated an enhanced monthly deck outlining key metrics and forward-looking initiatives for financial reviews with Complex and Branch Management
o Partnered with the Investment Bank, High Net Worth Lending, Advisory & Capital/Emerging Markets teams to provide unique growth opportunities to the front office
 Oversaw the creation and implementation the Profit & Loss Statements for the 550 Wealth Management branches

Director, Field CFO Team

Associate, Field CFO Team

Seton Hall University

As a Four year member of the Seton Hall University baseball team, my mentality has always been to contribute to a winning tradition and environment. The team always comes first, and I realize that I must become the best that I can in order to contribute to 'big picture' goals. 

 Devoted over 40 hours per week to skill development, training, team meetings, and competition 
 Team Co-Captain for the 2014-2015 season

For more than twenty five years we've built a team of experts who have continually refined High Net Worth Estate & Insurance Planning . . . enhanced it . . . integrated it with advanced insurance strategies. We've seen it all, serving advisors and their clients effectively through boom and bust. In the 2008 meltdown, when lenders were scrambling to call their loans, every one of our clients saw their loans renewed.

We're the largest, longest-running, and most respected premium financing program in the industry. We've helped advisors & their wealthiest clients place more than $60 billion of protection and $6 billion of financed premium.

Our foundation and focus is still that original client's challenge: maximizing the value of insurance assets.

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The Battle

Barrett O'Neill

Dan Ditusa, MBA

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