Denis is a Director at F2 Strategy with 30 years of diverse leadership experience within the asset servicing segment of the financial services industry. Throughout his career, he has held positions in operations management, client and relationship management, and operational and regulatory compliance risk management.

Denis focuses on operational and technology transformation, including outsourcing, system implementations, and client onboarding. He brings a combination of business analysis and program leadership, having led multiple engagements for asset managers and service providers across middle- and back-office conversions, due diligence, development and testing, and workflow implementation. His recent work includes management and hands-on support for the re-onboarding of an investment accounting SaaS provider, as well as integration efforts related to M&A activities.

Denis previously held multiple roles at State Street Corporation, where he led the global custody client segment within Institutional Services Americas Specialized Asset Manager business. In this role, he managed and cultivated approximately 50 client relationships, supporting clients pursuing specialized and innovative investment strategies. He also held responsibility for First Line of Defense business risk management across Institutional Services and Global Delivery, executing the firm-wide framework to identify, assess, monitor, and report on business risk.

Earlier in his career, Denis managed a large global custody operations team and led transformation initiatives to standardize processes, improve efficiency, and reduce costs across cash administration, trade settlement, and reconciliation. Denis is based in Boston.

What would you tell someone just starting out in the industry right now? 

You are doing something wrong if you are comfortable in your job.  Personal and professional growth happens when you are challenged.  Being uncomfortable doesn't mean you are failing; it means you are learning. Place yourself in situations that allow you to develop new skills, expend your perspective and build confidence.

What are three words that describe how you do your job? 

Tenacious. Strategic. Dependable.

What are you most passionate about in your role at F2 Strategy?

I'm most passionate about building client relationships as partnerships, where success is measured not only by meeting contractual obligations but by helping clients achieve their business goals.