Domenick Macri, Sr., MBA, MST, AEP®

Domenick Macri, Sr., MBA, MST, AEP® has an extensive work experience spanning several industries. Domenick is currently serving as the VP of Strategic Partnerships, US at AI Nexus Healthcare, where they connect potential investors, collaborators, and clients to their revolutionary technology platform. Additionally, they are the Founder and CEO of Macri Associates Consulting, where they take a hands-on approach to assist organizations with implementation after completing assessments.

In the past, Domenick has held positions such as the Vice President of Philanthropic Development at Gulfstream Goodwill Industries and as a Wealth Planner at U.S. Bank, where they advised high net worth individuals and families on various financial planning strategies. Domenick also worked as a Wealth Planning Consultant at Calamos Wealth Management and as a Wealth Advisor at BakerAvenue Asset Management, focusing on building relationships, business development, and holistic planning.

Domenick has extensive experience in trust administration, having worked as a Trust Officer at J.P. Morgan Private Bank, where they partnered with bankers to identify prospects and cross-sell services. Domenick also served as the Team Lead at the Dalio Family Office, managing a team, leading meetings, and handling HR issues.

Earlier in their career, Domenick worked at IBERIABANK, where they led the expansion of Iberia Wealth Advisors and created marketing and business plans to generate activity and name recognition. Domenick also served as a Credit Underwriting Team Lead at J.P. Morgan Private Bank, supervising a team of underwriters and ensuring timely processing of customer requests.

Before entering the financial industry, Domenick worked as a Dispute Officer at TransUnion, where they handled dispute resolution.

Overall, Domenick Macri, Sr., MBA, MST, AEP® has a diverse background in strategic partnerships, consulting, philanthropic development, wealth planning, trust administration, and team management.

Domenick Macri, Sr., MBA, MST, AEP®, has a strong educational background in various fields. Domenick attended Penn Wood High School from 1992 to 1995. After that, they pursued a BA in Communications at La Salle University, graduating in 1999. In 2004, Domenick earned their MBA in Finance from Goldey-Beacom College. Continuing their education, they attended Villanova University Charles Widger School of Law from 2008 to 2010, obtaining an MST (Master of Science in Taxation) degree, specializing in Taxation. Additionally, they completed the Estate Planning Certificate program at the same school in 2011, adding expertise in the field of Estate Planning to their qualifications.

In addition to their formal education, Domenick Macri, Sr. has also attained several certifications to further enhance their professional skills. In 2020, they obtained the Accredited Estate Planner® designation from the National Association of Estate Planners & Councils (NAEPC). Domenick also obtained the Lean Six Sigma Yellow Belt Certification from ELECTRONIC TRAINING SOLUTIONS, INC. in the same year. While it is mentioned that Domenick holds the Series 65 certification, the specific details regarding when and where they obtained it were not provided.