Experience

Sentinel Group

• United States
• Financial Services
• 100 - 200 Employee

• Manager, Plan Consulting

  • Dec 2010 - Present

  Sentinel Benefits & Financial Group is a single-source employee benefit plan service provider. Our responsibility is to serve your interests and our independence allows us to do that without compromise. We have a range of dedicated professionals, actuaries, CFPs, retirement consultants, CFAs, and health plan consultants who work to service employers, individuals, and advisors. We believe that by doing the work ourselves we are able to maintain an extraordinary level of customer service. Today’s financial landscape is more complicated than ever and you need a financial partner who is independent, innovative, and possesses the expertise to help you realize your vision. Whether you are a CFO looking for a consultant to improve your companies’ benefit plans, an individual looking for help with your own financial goals, or an advisor looking for superior solutions, we are here to help you. Specialties We provide a broad range of solutions including: For the Employer and Advisor: > Fiduciary Governance Services to Retirement Plans > Open Architecture Recordkeeping Services > Group Benefit Brokerage Services > Complete FSA/HRA and COBRA Administration Services For Individuals: > Financial Planning > investment Management > Insurance Services Show less



Geller Group, LLC

• New York, NY

• Senior Benefit Consultant

  • Jun 1990 - Nov 2010

  Geller Group, LLC merged with Sentinel Benefits & Financial Group on December 1, 2010. Geller Group, LLC merged with Sentinel Benefits & Financial Group on December 1, 2010.



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Actuarial Assistant

  • Jun 1986 - May 1990