Business Development Officer
AL, GA, MS, NC, SC, TN, VA, WV
Dennis provides business development support, practice management resources, and investment consulting to financial advisors operating in Alabama, Georgia, Mississippi, North Carolina, South Carolina, Tennessee, Virginia and West Virginia.
He has 23 years of investment experience, 16 of which have been devoted to consulting for independent advisors. Dennis previously worked for The Vanguard Group, and spent 12 years at SEI Investments.
He earned his Bachelor’s degree in Political Science from West Chester State University of PA, and holds NASD Series 65, 6, and 63 licenses.