Professional Experience
Valerie joined Sentinel Group in 2015 as a Plan Advisor for the Institutional Retirement Services area. Prior to joining Sentinel, she worked as an Account Manager for Cammack Retirement Group.
Valerie is focused on the success and satisfaction of her clients and their employees. She is responsible in assisting plan sponsors in all aspects of the due diligence process including plan fiduciary governance and retirement plan management.
Educational Background and Certifications
- Centenary College, NJ – Bachelor of Science – Business Administration
- FINRA Series 6, 63 & 65
- Accredited Investment Fiduciary® (AIF®)
- Chartered Mutual Fund CounselorSM (CMFC®), College for Financial Planning
- Certified Plan Fiduciary Advisor (CPFA)
