Team Profile

As an Operations Analyst, I focus on a wide variety of Sequoia’s investment operational functions, including reporting, trading and oversight, tracking, and rebalancing. I work with multiple departments and bring more than 20 years of operations knowledge and leadership into every interaction. I work to increase the efficiency of processes and tasks that streamline workflow and give our advisory team more time to focus on serving our clients.

I am passionate about my work and strive for excellence in all I do. Clients and contacts can expect me to be present, thoughtful, and positive. I consider working with the service teams to deliver on Sequoia’s mission to Enrich Lives™ fulfilling and purposeful. Guiding Sequoia’s clients along the path that leads to the financial future they’ve imagined is the reason Sequoia exists, and the reason I pursue the continual development of my craft.

Professional Accreditations & Education

  • Bowling Green State University – Bachelor of Arts in Liberal Studies
  • Defiance College – MBOL and MBA in Leadership
  • Series 65 registration

Up Close

  • Lives in Westerville, OH
  • Enjoys experiencing his kids’ lives, the seasons, reading, and collaborative work
  • Joined Sequoia in 2021

Sequoia Financial

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We would love to chat with you about how Sequoia can help you achieve your financial goals.

LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beechwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

Dustin W. Jennings, MBA, MBOL | Sequoia Financial Group

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