Sentinel Group

About Sentinel Group

Founded in 1987, Sentinel Group is a single resource to manage all employee benefits. At Sentinel, we care about how we can help. We believe that exceptional benefits and financial service begins with the right attitude. For us, it's not the size of our clients accounts that matters, but the size of their goals.

We help our clients rethink benefits through our unique Health + Wealth strategies, making them better prepared for the future.

From the beginning, Sentinel has had a clear focus: Do the right thing for real people. We are extremely passionate about helping "the 99%" achieve better financial outcomes.

At Sentinel Group our ultimate goal is to take a holistic approach to help people prepare for their future health + wealth needs. From retirement plans to group health insurance to reimbursement accounts to financial planning —we’ve got clients covered.


Summer Intern

June 2019 - August 2019 New York City, NY
“I liked experiencing working in New York City for the first time. I feel like everyone should try working in the city to see if they like it or not because there are many opportunities in the city and a-lot of networking opportunities. I met with many different people and firms where i learned a-lot from.I supported advisors during field travel by keeping meeting minutes and updating client relationship manager system. I also managed records for centers of influence of sales leads; led to $10K in revenue before the end of summer, using Sentinels record keeping system. I conducted investment research by attending meeting investment company consultants, live phone calls with portfolio managers and economists, and working with Financial Advisors to apply investment thesis to client portfolios. Also built leads database for sales campaigns by qualifying prospects with at least $100K in assets and max out campaign. ”
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