For Individuals For Employers For Financial Professionals

Jim English

AIF®, MBA

Senior VP, Senior Plan Advisor

Professional Experience

Jim joined Sentinel 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.

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.

Personal Quote

“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.”

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