Sentinel Financial Solutions
Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. We help our clients build their wealth, protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community.
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Verified contacts
19
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
71
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- MR
Matthew Rosenberg
Director of Retirement Services · General Business & Management
EmailPhone - MH
Michael Hoffman
Director of Investments & Planning · Finance & Accounting
EmailPhone - RG
Ruth Ginyard
Senior Case Manager · Customer/Client Service
EmailPhone - JC
Jennifer Caron
Director of Operations Integrator · Operations
EmailPhone - RA
Rachel Avidan
Sr Vice President · General Business & Management
EmailPhone - BL
Bennett Lawrence
Analyst · Finance & Accounting
EmailPhone - DS
Darren Stance
Charles Schwab · Finance & Accounting
EmailPhone - MG
Mike Gervasini
Investment Banker · Finance & Accounting
EmailPhone - IZ
Ivy Zicarelli
Director of New Business and Concierge Services · Other
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Sentinel Financial Solutions
14 distinct titles indexed · top 10 shown.
- 2director of new business and concierge services
- 1analyst
- 1business development specialist & client relations
- 1charles schwab
- 1director of investments & planning
- 1director of operations integrator
- 1director of retirement services
- 1employee benefits specialist & customer service representative
- 1financial planning & investment associate
- 1intern
- +4more titles
Sign up to unlock all 19 contacts at Sentinel Financial Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Sentinel Financial Solutions
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