Menu
 
 
 

Jim English

AIF®, MBA

Senior Vice President, Senior Plan Advisor

Professional Experience

Jim joined Sentinel Benefits & Financial Group in 2011 as part of the merger with Geller Group (joined Geller Group in 2002). With Geller Group, he served as both Director of Client Relationship Services and Director of Investment Advisory Services. Jim has many years of investment and compliance experience and has held many positions in the retirement plan services industry, including Director of 401(k) Administration for Lord, Abbett & Co., a mutual fund investment advisor and distributor, and President of Retirement Planning & Administration, Inc., a third-party administrator (TPA) firm.
 

Each plan sponsor and participant has their own unique set of circumstances to navigate and goals to attain. Partnering with an experienced, innovative and consultative group such as Sentinel eases the journey and brings these goals within reach.

Educational Background and Certifications

  • Fordham University, Bronx, NY – MBA – Finance
  • Boston College – Bachelor of Arts – Mathematics
  • Accredited Investment Fiduciary®, AIF®
  • FINRA Series 65

Hometown

West Islip, NY

Out of the Office

Jim enjoys exploring NYC and Long Island. He loves discovering new places, sights and restaurants with his family.

LinkedIn Email Jim English

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.