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We're excited to announce that the newly enhanced Sentinel Portal is live! This is a unified experience that makes it easier for plan sponsor clients to access the tools and information they need!

Daniel O'Brien

CPFA®

Employee Benefits Associate Consultant

Professional Experience

Dan helps employers design benefits programs that align with their unique needs and priorities. He works closely with carriers to support renewals, implementation, and complex benefit requirements, while developing clear communications and materials to help employees better understand their benefits.

He enjoys simplifying the complexities of the benefits industry so employers and participants can make informed, confident decisions. Dan is also involved with SentinelCares and regularly volunteers through the Corporate Cup for Boston Children’s Hospital and Rosie’s Place, a local shelter.

Educational Background and Certifications

  • FINRA Series 65
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance Licenses
  • Certified Plan Fiduciary Advisor (CPFA®)

Hometown

From Avon CT, now living in Somerville

Out of the Office

Dan enjoys spending time with friends and family, rooting for the Boston sports teams and working on his golf game.

Check the background of this investment professional on the SEC’s Investment Advisor Public Disclosure website.

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