2022 Spring Conference Speaker
Jerry Cicalese
Jerry is a retirement plan expert with more than 20 years of plan consulting experience. Since joining Sentinel Benefits & Financial Group in 2010, he has held several leadership roles and currently serves on Sentinel’s operating committee and oversees Sentinel’s Advisor Channel Consulting Group. Jerry is responsible for executing Sentinel’s strategic vision of providing an uncommon Record-Keeping/TPA experience for advisors and clients through innovative plan design strategies and serving with a servant leader mindset.
Jerry holds a bachelor’s degree from St. John’s University along with several industry professional credentials through the American Retirement Association and is an Accredited Investment Fiduciary, AIF® through The Center for Fiduciary Studies.
Jerry is an active member of Vistage International and has been recognized in two of the last three years as a Top 10 “Advisor Allie” by The National Association of Plan Advisors in the Record-Keeping category.
Jerry holds a bachelor’s degree from St. John’s University along with several industry professional credentials through the American Retirement Association and is an Accredited Investment Fiduciary, AIF® through The Center for Fiduciary Studies.
Jerry is an active member of Vistage International and has been recognized in two of the last three years as a Top 10 “Advisor Allie” by The National Association of Plan Advisors in the Record-Keeping category.
