Marc Decuffa, Apma

Marc Decuffa, Apma Email and Phone Number

Director of Wealth Management @ Proxy Financial
Marc Decuffa, Apma's Location
New York City Metropolitan Area, United States, United States
About Marc Decuffa, Apma

Results-driven and goal-oriented professional offering asset and private wealth management, delivering customized strategies and financial planning road maps for high net worth individuals, families and businesses. Extensive background in securing strategic partnerships, identifying new business opportunities, leading programs that drive increased revenue.  Skilled in data analysis, providing insights and recommendations to key stakeholders and clients, defining and executing investment plans, prioritizing goals, achieving timely execution of objectives. Brings deep understanding of investment strategies, portfolio and relationship management, supporting new business initiatives, acting as an effective partner across internal departments and third party relationships.

Marc Decuffa, Apma's Current Company Details
Proxy Financial

Proxy Financial

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Director of Wealth Management
Marc Decuffa, Apma Work Experience Details
  • Proxy Financial
    Direct Of Wealth Management
    Proxy Financial Jun 2020 - Present
    Miami, Florida, Us
    Financial Planning I Wealth Management I Private Equity I International Financial Advisory
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  • Self-Employed
    Consultant
    Self-Employed Jun 2019 - Present
    CONSULTANT & THIRD PARTY MARKETING|Unlock investment opportunities and strategic partnerships for Start Ups and Private Equity Funds.  Identify interested investors through established network of High Net Worth & Institutional Investors Market to prospects, utilizing in depth know of the opportunity along with years of sales experience in the investment & alternative investment space.  Work with prospects/partners through the entire process, ensuring both sides are comfortable their arrangement.  Often Assist Start Up with marketing and presentation, providing valuable feedback, producing a more tailored approach.
  • Ameriprise Financial Services, Inc. A Financial Advisory Practice Of
    Financial Advisor
    Ameriprise Financial Services, Inc. A Financial Advisory Practice Of Mar 2017 - Jun 2019
    FINANCIAL ADVISOR | INVESTMENT SPECIALISTSpearhead client-tailored investment portfolio design utilizing investment solutions including individual equity positions, bonds, ETFs, mutual funds, SMAs and Structured products as a full service advisor focusing on financial planning. Afford data-driven tactical and strategic recommendations, analyzing client asset allocations, applying capital market knowledge.
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  • J.P. Morgan
    Financial Advisor, Vp - Investments
    J.P. Morgan May 2014 - Mar 2017
    New York, Ny, Us
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  • Forest Hills Financial Group
    Financial Advisor
    Forest Hills Financial Group Aug 2012 - May 2014
    Melville , New York, Us
    Championed insurance solutions for client’s unique requirements including life, disability or long term care as well as supporting individuals, families and businesses with full service Financial Advisory business development.  Optimized and implemented financial planning, utilizing targeted investment solutions.
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  • Schroders
    Internal Director - Intermediaries, Northeast
    Schroders Nov 2010 - Oct 2011
    London, Greater London, Gb
    Credited with mutual funds market creation, managing accounts and relationships across Schroders’ sub-advised Multi Strategy investments to Broker Dealers, Banks, RIAs and Family Offices in 11 States in the North East territory. Fueled new business facilitating large-scale presentations and meetings with top Financial Advisors as regional specialist regarding Schroders' different investment strategies.  Authored specialized marketing strategies for mutual funds or SMAs featured throughout the territory. Leveraged strong relationships within key institutions securing sponsorships to large events, build brand recognition, increasing portfolio managers and partners visibility to multiple advisors/teams.
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  • Merrill Lynch
    Avp, Associate Regional Investment Consultant
    Merrill Lynch Jun 2006 - Nov 2010
    New York, Ny, Us
    Effectively paired investment vehicles such as Mutual Funds, ETFs, SMA Strategies, and exclusive BAI Private Equity offerings achieving client investment objectives and risk tolerances. Supported both Bank of America Advisors and US Trust Portfolio Managers with tailored portfolio construction. Promoted information transparency within assigned markets educating and supporting advisors on the managed money platform.
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  • Bank Of America
    Investment Specialist
    Bank Of America Jun 2006 - Jul 2008
    Charlotte, Nc, Us
    Supported Program Management in the development and implementation of new investment products for US Trust Private Bank and Banc of America Investments.Served on the national sales and marketing desk, serving all product and asset class offerings within the managed account platform. In 2008 the transition to the Merrill Lynch platform began after Bank of America's acquisition of the company.
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  • Argent Mortgage Company Llc
    Under Writer
    Argent Mortgage Company Llc Jun 2004 - Jun 2006
     Performed in depth review of potential borrowers’ loan application through examination of personal financial statements, personal assets, tax documents and credit reports. Analyzed key elements of underwriting guidelines, such as loan-to-value & debt-to-income ratios.  Utilized extensive knowledge of the credit process to review compensating factors beyond the standard calculations to best assist borrowers in obtaining the most appropriate loan and rates.

Marc Decuffa, Apma Skills

Alternative Investments Retirement Services Consultative Selling Banking Public Speaking Fixed Income Sales Financial Planning Networking Portfolio Management 63 Licenses Investments Series 66 Customer Relationship Management Financial Services Wealth Management Equities Mutual Funds Underwriting Microsoft Office Investment Strategies Marketing Microsoft Excel Customer Service Management Analytical Skills Etfs Research Series 7 401 Retirement Savings Plans Financial Markets

Marc Decuffa, Apma Education Details

  • University At Albany
    University At Albany
    Business
  • College For Financial Planning
    College For Financial Planning
  • Horace Greeley High School
    Horace Greeley High School
    General Studies
  • College For Financial Planning
    College For Financial Planning
  • College For Financial Planning
    College For Financial Planning

Frequently Asked Questions about Marc Decuffa, Apma

What company does Marc Decuffa, Apma work for?

Marc Decuffa, Apma works for Proxy Financial

What is Marc Decuffa, Apma's role at the current company?

Marc Decuffa, Apma's current role is Director of Wealth Management.

What schools did Marc Decuffa, Apma attend?

Marc Decuffa, Apma attended University At Albany, College For Financial Planning, Horace Greeley High School, College For Financial Planning, College For Financial Planning.

What skills is Marc Decuffa, Apma known for?

Marc Decuffa, Apma has skills like Alternative Investments, Retirement Services, Consultative Selling, Banking, Public Speaking, Fixed Income, Sales, Financial Planning, Networking, Portfolio Management, 63 Licenses, Investments.

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