Denis has spent his entire career in the financial services industry in a variety of roles. The first 15 years of his career were spent at Fidelity Investments as an investment consultant assisting his financial advisor clients in creating optimal portfolios for individual investors. From there, Denis moved into sales management where he led a team of investment wholesalers responsible for driving mutual fund, ETF, and model portfolio sales to financial intermediaries. He then moved into the retirement plan and recordkeeping industry working with financial advisors and plan sponsors to deliver an end-to-end solution to increase participant retirement readiness. Denis’ unique skill set will translate directly in assisting his institutional clients to meet their firm objectives in a fast paced and ever-changing industry. Denis earned his Bachelor of Arts from Bates College in 2008 and his MBA with a concentration in Finance and Entrepreneurial Innovation in 2017 from Northeastern University.