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Dennis is responsible for relationship management and assisting in the administration of various types of Trust Accounts that currently focus on institutional retirement plans, individual retirement accounts and investment management accounts. In addition, he assists his clients with financial and retirement planning and strategies to achieve their respective financial goals.
Dennis has worked in the banking industry for more than 14 years. He is a graduate of Indiana University of Pennsylvania from which he attained Bachelors degrees in Psychology and Accounting. Also, he received his Master of Business Administration degree from Point Park University in Pittsburgh, Pennsylvania. In addition, Dennis has earned three Institute of Certified Bankers certifications, the Certified Securities Operations Professional (CSOP), the Certified Retirement Services Professional (CRSP), and the Certified IRA Services Professional (CISP). He is currently pursuing the Certified Financial Planner (CFP) designation. | 