As the Complex Business Coordinator for the Bay Area at Raymond James and Alex. Brown, Dennis plays a pivotal role in helping to execute the firm's strategic growth initiatives, building the business, and supporting advisors in serving their client’s needs.

Beginning his career as an acquisition’s analyst at a privately backed real estate investment startup, he evaluated investment properties and negotiated offers in emerging regional markets. Later, he led market expansion efforts in North Carolina, successfully implementing new acquisition strategies that significantly contributed to the firm's growth. In 2023, he transitioned to the financial services industry, joining 1919 Investment Counsel as an Investment Systems Analyst. In this role, he supported advisors by ensuring the accurate execution of trades and transactions and the precise calculation of client performance reports.

Dennis holds a degree in Economics from William and Mary and is currently a CFA Level I candidate. In his free time, he enjoys camping, long-distance hiking, and attending live music performances around the Bay Area.