Testimonials
What our customers say
“Gary Cuccia is a securities industry veteran that brings insight and expertise across several disciplines that are critical to the efficient running of a broker dealer. Having worked in both the financial institution and independent channels, Gary is quick to adapt customized solutions and lend strategic guidance to program execs.”
Dan Overbey | Managing Director, Atlantic Capital Advisors“Gary’s experience as a CFO and FINOP ranges across a broad spectrum of broker/dealer and investment advisor distribution systems from the wire house to the retail wealth management firm. That insight is rare and, combined with his professionalism and workmanship, make him truly a rare and valuable resource in our industry.”
Michael Brodeur | Vice President, Business Development, Broadridge Advisor Compensation Solutions“I worked with Gary at Citizens Wealth Management, the broker dealer within Citizens Bank, and saw first-hand the dedication and knowledge he brought to his role as CFO. Gary’s ability to work across businesses with competing priorities and adapt to an ever-changing environment is outstanding.”
Laurie McQuillan | formerly Human Resources at Citizens Financial Group.