Dennis serves as the Complex Business Coordinator for the Bay Area at Raymond James and Alex. Brown, where he plays a key role in driving the firm’s strategic growth initiatives, expanding business opportunities, and supporting advisors in delivering exceptional client service.

He began his career as an acquisitions analyst at a privately backed real estate investment startup, where he evaluated properties and negotiated offers in emerging regional markets. Later, he spearheaded market expansion efforts in North Carolina, successfully implementing acquisition strategies that fueled significant growth. In 2023, Dennis transitioned to the financial services industry, joining 1919 Investment Counsel as an Investment Systems Analyst. In that role, he ensured accurate trade execution and precise calculation of client performance reports, providing critical support to advisors.

Dennis earned a degree in Economics from William & Mary and is currently a CFA Level II candidate. He also holds Series 7, 66, 9, and 10 securities licenses. Outside of work, he enjoys camping, long-distance hiking, and attending live music events throughout the Bay Area.