Professional Experience

Alan has been an Employee Benefits Consultant for both profit and not-for-profit businesses for more than 30 years. He joined Sentinel Group in 2011 as part of the merger with Geller Group, where he acted as Managing Director.

Alan’s area of focus has been in the design, implementation, communication, and administration of qualified and non-qualified retirement plans. His expertise also includes evaluating the effectiveness of retirement plan investments, and he is a senior member of the Sentinel Pension Advisors RIA team.

Educational Background and Certifications

• Brooklyn College/CUNY, Brooklyn, NY – Bachelor of Science – Psychology
• American Society of Pension Actuaries – Qualified Pension Administrator, QPA
• State of New York – Life, Accident and Health Insurance licenses
• Accredited Investment Fiduciary®, AIF®
• NASD Licenses 6, 63 & 65