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Eileen Greenspan

QKA®, CPFA, AIF®, NQPC™

Senior VP, Retirement Plan Advisory

Professional Experience

Eileen is an Investment Advisor Representative with Sentinel Pension Advisors, Inc. She joined Sentinel Group in 2011 as part of the acquisition of Schloss & Co, LLC where she had previously worked since 2000. Prior to that, she began her career in Corporate Benefits, and then moved to Design, Consulting and Investment Advisory Services.
 
Eileen has over 30 years of experience working on all aspects of retirement plans. She very much enjoys working with clients to understand their objectives and coming up with creative solutions to help clients meet these objectives.

Educational Background and Certifications

  • Baruch College, City University of New York, New York, NY
  • Qualified 401(k) Administrator (QKA)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Accredited Investment Fiduciary® (AIF®)
  • FINRA Series 65
  • Nonqualified Plan Consultant (NQPC™)

Hometown

Tampa, FL

Out of the Office

Eileen enjoys playing Mahjong, taking spin classes and cheering for the New York Mets! Her favorite pastime is spending quality time with her husband, Steve and 2 sons, Andrew and Jake.

Personal Quote

“I love spending time getting to know my clients. Each one has a distinctly different culture, but ultimately they have a similar need. Retaining quality employees leads to a successful business and offering an excellent retirement program goes a long way in helping them meet this goal.”

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