About Us
Gary Cuccia, CPA, CMA
Education and Certifications
- Pace University BBA Degree in Accounting/Finance
- Certified Public Accountant
- Certified Management Accountant
- Series 7, 24, and 27 (FINOP)
- Member of American Institute of Certified Public Accountants
- Member of Institute of Management Accountants
- Member South Florida CFO Leadership Council
- Member of Financial Executives Networking Group
Long story short
Prior to founding FINOP/ & CFO Solutions Gary served 30 years in senior finance positions at Smith Barney, Gruntal & Company, CIBC World Markets, Citizens Bank and Brickell Bank. Gary’s experience in financial services includes CFO/Controllership functions, financial reporting /analysis, budgets, acquisition analysis/due diligence, integration of acquisitions, accounting system design, general ledger, commission systems and CRM implementation/conversion, internal controls, risk assessment, management and regulatory reporting, strategic planning. He has led finance and accounting departments in small, medium and large broker-dealers, banks and investment advisory firms.
Gary holds CPA, CMA designations as well as Series 7, 24 and 27 (FINOP) licenses.
Resources
FINOP & CFO Solutions has established professional relationships with compliance service firms, tax professionals, human resources experts, CPA firms and other service providers that can be leveraged if the client needs additional expertise.