Domenick Macri, Sr., Mba, Mst, Aep®

Domenick Macri, Sr., Mba, Mst, Aep® Email and Phone Number

Connector | Board Member | Independent Trustee | Advisor | Entrepreneur @ AI Nexus Healthcare
Domenick Macri, Sr., Mba, Mst, Aep®'s Location
Jupiter, Florida, United States, United States
Domenick Macri, Sr., Mba, Mst, Aep®'s Contact Details

Domenick Macri, Sr., Mba, Mst, Aep® personal email

Domenick Macri, Sr., Mba, Mst, Aep® phone numbers

About Domenick Macri, Sr., Mba, Mst, Aep®

Growing up in my Italian immigrant parent's pizza shop, the 4th of 5 kids, I became the first in my family to attend college. With a wealth of work experience and a strong desire for knowledge, I leveraged my career to explore various roles and expand my education, often utilizing tuition reimbursement programs to earn advanced degrees.Coming from a low-income area, I understand the challenges families face and have dedicated significant time to volunteering with nonprofits that support those in need. I recognize the importance of a support system, having been fortunate to receive help from family, teachers, and a kind couple in my community.Over my 24-year career, I've seized incredible opportunities and built a diverse network of personal and professional connections. Each relationship has provided valuable lessons, enriching my journey.After 23 years in the finance industry, I launched my consulting company, drawing on my extensive background, education, experience, and network to solve problems, connect people, advise executives, and serve as a fiduciary for select clients.Recently, I expanded my services to include public speaking, motivational speaking, and educational webinars. I've been invited to speak on financial planning, nonprofit development, AI, overcoming adversity, and networking for success. Sharing my life lessons to help others achieve their goals is a true passion of mine.

Domenick Macri, Sr., Mba, Mst, Aep®'s Current Company Details
AI Nexus Healthcare

Ai Nexus Healthcare

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Connector | Board Member | Independent Trustee | Advisor | Entrepreneur
Domenick Macri, Sr., Mba, Mst, Aep® Work Experience Details
  • Macri Associates Consulting
    Founder And Ceo
    Macri Associates Consulting Jan 2023 - Present
    We do business different than most consultants by taking the next steps with you as part of our engagement. It is great to have a plan once the assessment is completed but most organizations fall short on implementation. That won’t happen under our watch. When you engage with Macri & Associates, you will have a dedicated resource working with your staff for a predetermined hours per week. This allows us to truly integrate and understand what your organization’s needs truly are, the opportunities for improvement, the personnel in key roles, potential collaborators and funders. As partners with your organization, we want to help maximize your impact in our community. Our goal is to build a relationship with you and your team that we are seamlessly working within your organization. Our passion for the community comes from decades of nonprofit board leadership, community involvement, advocacy, development experience and a lifetime of building a network that values bold ideas with pragmatic solutions. We understand that when you are successful, our community is the beneficiary!
  • Ai Nexus Healthcare
    Vp Of Strategic Partnerships, Us
    Ai Nexus Healthcare Jan 2023 - Present
    Champaign, Illinois, Us
    Connect potential investors, collaborators, and clients to our revolutionary technology platform that will revolutionize healthcare and other industries as we grow. Company website: http://www.ainexushealthcare.com and current product web browser app: https://www.miavitals.com/
  • Deporres Place Adult Literacy Center
    Interim Executive Director
    Deporres Place Adult Literacy Center Apr 2024 - Present
    West Palm Beach, Fl, Us
    DePorres PLACE is a dedicated adult literacy center located in West Palm Beach, committed to empowering adults through literacy and education. Our mission is to enhance the quality of life for adults by helping them improve their reading, writing, and communication skills. We believe that literacy is a fundamental right and a powerful tool for personal and community development.
  • Gulfstream Goodwill Industries
    Vice President Of Philanthropic Development
    Gulfstream Goodwill Industries Mar 2022 - Dec 2022
    West Palm Beach, Fl, Us
    Raise awareness of Gulfstream Goodwill Industries impact in the community with their various mission programs focused on Employment, Education, Training and Housing.
  • U.S. Bank
    Wealth Planner
    U.S. Bank Apr 2018 - Mar 2022
    Minneapolis, Mn, Us
    As a Wealth Planner at U.S. Bank Private Wealth Management we utilize a team based approach to advising high net worth individuals, families, family offices, business owners, corporate executives, endowments and foundations on how to simplify financial complexities through Goals Based Planning approach to wealth management with expertise in the following:• Wealth Transfer Strategies• Retirement Planning • Financial Planning• Estate Planning • Trustee Services• Customized Investment Management • Deposits and Lending• Risk Mitigation Strategies• Philanthropic Services• Insurance Premium Financing
  • Calamos Wealth Management
    Wealth Planning Consultant
    Calamos Wealth Management Jan 2017 - Apr 2018
    Naperville, Il, Us
    Head of planning for the Southeast Region. I advise high net worth individuals, families, family offices, business owners, corporate executives, endowments and foundations on how to simplify financial complexities through a holistic approach to wealth management driven by wealth planning, investment advisory and risk management.
  • Bakeravenue Asset Management
    Wealth Advisor
    Bakeravenue Asset Management Dec 2014 - Jan 2017
    San Francisco, Ca, Us
    Led the expansion of BakerAvenue into the Southeast market where responsibilities include building strong relationships with institutions while wholesaling our wealth management capabilities. Focus on organic growth through personal COI network and client referrals. Duties include business development, holistic planning and relationship management. Assess our clients’ financial situation holistically to provide guidance on income, education, trust and estate, retirement and tax planning. Was asked to become the Trust & Estates resource for the firm to help advisors deepen relationships with more complex planning techniques. Grew AUM from $0 to $80mm within 24 months with estimated revenue of $800,000 annually
  • Dalio Family Office
    Chief Of Staff
    Dalio Family Office May 2013 - Oct 2014
    Responsible for management functions of the Dalio Family Office team which included vetting and hiring accounting professionals and administrative support staff. Responsible for implementing a Business Continuity Plan, project manager for the expansion of the building to accommodate the growing team, led team meetings and handled HR issues. After a year and half (worst CT winter in 30 years) my family and I decided that leaving the warmth of Florida was not the brightest idea and decide to move back. Left on great terms and continue to keep in touch with family and team.
  • Iberiabank
    Wealth Advisor
    Iberiabank Sep 2012 - May 2013
    Lafayette, La, Us
    Led the expansion of Iberia Wealth Advisors into the Palm Beach County market. Created a business plan that included wholesaling to the branches to ensure they understand our value to their wealthy retail clients. Created a marketing plan which generated more activity within the branches and name recognition throughout Palm Beach County. • Created a partnership between Families First of Palm Beach County and Iberia Bank to generate several signature joint events in order to increase name recognition of both organizations. One event was a children’s safety event in which we partnered with the Palm Beach County school district (on of the largest in the country) and a flyer was disseminated to all public school students in the county which included all corporate partners’ logos. • Spoke at Families First annual luncheon and FoundCare annual meeting in front over 300 attendees.
  • J.P. Morgan Private Bank
    Trust Officer
    J.P. Morgan Private Bank Jul 2010 - Sep 2012
    New York, Ny, Us
    Partnered with bankers to identify prospects in the community and utilize existing clients as a referral source to grow business. Anticipate client needs in order to cross sell and grow existing relationships. Administration of trusts that includes performing the following: Interpreting governing instrument and applicable law in order to establish account records. Communicate with beneficiaries and co-fiduciaries to outline administrative procedures. Consulted the tax department and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries.
  • J.P. Morgan Private Bank
    Trust Officer
    J.P. Morgan Private Bank Jul 2005 - Jul 2010
    New York, Ny, Us
    Partnered with bankers to identify prospects in the community and utilize existing clients as a referral source to grow business. Anticipate client needs in order to cross sell and grow existing relationships. Administration of trusts that includes performing the following: Interpreting governing instrument and applicable law in order to establish account records. Communicate with beneficiaries and co-fiduciaries to outline administrative procedures. Consulted the tax department and counsel on income, gift, estate, and generation skipping taxes for the trust/estate and its beneficiaries. • Increased fee revenue on my book of business by $1,000,000 as a result of excellent service, understanding the client’s needs and working with advisory team to provide wealth transfer solutions and appoint JPMorgan as Trustee
  • J.P. Morgan Private Bank
    Fee Billing Team Leader
    J.P. Morgan Private Bank Aug 2003 - Jul 2005
    New York, Ny, Us
    Provide assistance to staff to ensure all processes are completed timely, system is utilized properly and issues are rectified correctly. Subject matter expert for merger related projects and migration of TX group to DE. Partner with Fiduciary and Client Services to provide exceptional service to high net worth Private Banking clients. Assist in creating and reviewing procedures to ensure all processing steps are documented. Proactively identify system issues and work with Technology to find resolutions.
  • J.P. Morgan Private Bank
    Credit Underwriting Team Lead
    J.P. Morgan Private Bank Sep 2000 - Aug 2003
    New York, Ny, Us
    Supervised staff of 12 credit card underwriters to ensure that customer requests for new accounts, business cards and credit line increases were processed timely and according to risk policy. Reviewed approval recommendations above lending authority of staff. Administer monthly reviews and track analyst performance to ensure business goals were obtained and proper development plans were in place. Worked with Quality and Risk meetings to ensure that policy was both conducive to growing the business and limiting risk to the bank. Enhanced training classes for analyst to improve lending knowledge. Created reference guides for analysts to help increase quality. Lending authority of $50,000.
  • Transunion
    Dispute Officer
    Transunion Jan 1999 - Sep 2000
    Chicago, Illinois, Us
    As a Dispute Officer, I would answer calls and assist clients to help correct information on their personal credit reports.

Domenick Macri, Sr., Mba, Mst, Aep® Skills

Investments Wealth Management Banking Estate Planning Credit Finance High Net Worth Individuals Private Banking Management Financial Risk Wealth Management Services Trusted Advisor Trusts Loans Risk Management Trust Management Integrity Strategic Financial Planning Business Development Tax Financial Services Client Relationship Building Fundraising Personal Trust Administration Non Profits Investment Advisory Charitable Trusts Nonprofits Financial Advisory Non Profit Development Wealth Performance Management Risk Relationship Management Credit Analysis Change Management Financial Planning Leadership Retirement Planning Insurance Financial Planners Asset Allocation Strategic Planning Mentoring Estate Tax Planning Family Office Fiduciary Trust Services Cross Selling Crm Securities Strategy Consumer Lending New Business Development

Domenick Macri, Sr., Mba, Mst, Aep® Education Details

  • Villanova University Charles Widger School Of Law
    Villanova University Charles Widger School Of Law
    Taxation
  • Villanova University Charles Widger School Of Law
    Villanova University Charles Widger School Of Law
    Estate Planning
  • Goldey-Beacom College
    Goldey-Beacom College
    Finance
  • La Salle University
    La Salle University
    Communications
  • Penn Wood High School
    Penn Wood High School

Frequently Asked Questions about Domenick Macri, Sr., Mba, Mst, Aep®

What company does Domenick Macri, Sr., Mba, Mst, Aep® work for?

Domenick Macri, Sr., Mba, Mst, Aep® works for Ai Nexus Healthcare

What is Domenick Macri, Sr., Mba, Mst, Aep®'s role at the current company?

Domenick Macri, Sr., Mba, Mst, Aep®'s current role is Connector | Board Member | Independent Trustee | Advisor | Entrepreneur.

What is Domenick Macri, Sr., Mba, Mst, Aep®'s email address?

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What is Domenick Macri, Sr., Mba, Mst, Aep®'s direct phone number?

Domenick Macri, Sr., Mba, Mst, Aep®'s direct phone number is +156152*****

What schools did Domenick Macri, Sr., Mba, Mst, Aep® attend?

Domenick Macri, Sr., Mba, Mst, Aep® attended Villanova University Charles Widger School Of Law, Villanova University Charles Widger School Of Law, Goldey-Beacom College, La Salle University, Penn Wood High School.

What are some of Domenick Macri, Sr., Mba, Mst, Aep®'s interests?

Domenick Macri, Sr., Mba, Mst, Aep® has interest in Social Services, Children, Economic Empowerment, Education, Environment, Poverty Alleviation, Health.

What skills is Domenick Macri, Sr., Mba, Mst, Aep® known for?

Domenick Macri, Sr., Mba, Mst, Aep® has skills like Investments, Wealth Management, Banking, Estate Planning, Credit, Finance, High Net Worth Individuals, Private Banking, Management, Financial Risk, Wealth Management Services, Trusted Advisor.

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