Dennis started in Corporate Plans in 2023, bringing thirty years of experience in financial services, management consulting, and banking, where has managed various teams or engagements in client strategies, risk management, strategic transactions, and post-merger integration. Prior to joining Corporate Plans, Dennis was a financial advisor at True North Financial Solutions; earlier roles were at The ICAP Group, JPMorganChase, NatWest USA, and BankLeumi USA. Dennis is an Economics graduate of SUNY Purchase and holds master’s degrees in international relations from Columbia University. He is fluent in Greek and French. A native of New York, Dennis now lives in Norwalk, CT.
Dennis is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offers securities in NY, CT, NJ, FL, and SC and is insurance- licensed in NY, CT, NJ, FL, and SC.