Timothy Denis Email & Phone Number
Complex Operations Manager @ Equitable Advisors
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Timothy Denis Location
- Port Jefferson Station, NY, US
Timothy Denis Work
- Complex Operations Manager @ (May 2025 - Present)
- Financial Planning Director and Compliance Principal @ United Financial Alliance (September 2023 - May 2025)
- Managing Director @ (April 2022 - June 2023)
- Financial Services Professional @ (November 2019 - April 2022)
- CEO and Chairman @ TM Consulting Group, Inc. (February 2012 - November 2019)
- Vice President @ Kuttin Consulting Group - An office of Ameriprise Financial Services (October 2011 - February 2012)
- CEO and Chairman @ The North Shore Planning Group (September 2008 - October 2011)
- Vice President @ Mass Mutual (August 2006 - September 2008)
- Agency Director @ (July 1994 - August 2006)
Timothy Denis Education
- Long Island University
Certificate in Financial Planning (Financial Planning and Services)
1995-1997
Timothy Denis Summary
- Timothy Denis, based in Port Jefferson Station, NY, US, is currently a Complex Operations Manager at Equitable Advisors. Timothy Denis brings experience from previous roles at United Financial Alliance, Lee, Nolan & Koroghlian, LLC / a MassMutual Firm, New York Life Insurance Company and TM Consulting Group, Inc.. Timothy Denis holds a 1995 - 1997 Certificate in Financial Planning in Financial Planning and Services @ Long Island University. Timothy Denis has 3 emails and 4 mobile phone numbers on RocketReach.
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