As a Senior Director with the Technology Team and Digital Skills Specialist, Chris Bentley plays a pivotal role in driving technical training and onboarding during M&A integrations. His primary focus is to ensure that new team members are equipped with the technology tools and knowledge they need to operate efficiently, fostering seamless collaboration across the team. By building strong relationships through one-on-one interactions, Chris helps guide individuals through the technical aspects of the integration process, offering support and anticipating challenges to ease their transition.

Chris’s role has a direct impact on both internal teams and client experiences. By ensuring that every team member maximizes their use of Sequoia’s technology, he helps create an effective, aligned team that can deliver top-notch service to clients. He also draws on past M&A experiences, leveraging successful training techniques and adapting them to meet the unique needs of each integration.

What motivates Chris is the challenge of change and the opportunity to bring in talented individuals who share a passion for client service. He thrives on helping others feel comfortable with new tools, as exemplified by his success in assisting an advisor during a tech go-live—resulting in a client who was “blown away” by the technology supporting their meetings.

Chris’s approach is rooted in patience, persistence, and collaboration, ensuring a smooth transition and setting up team members for long-term success.