Sentinel Benefits competitors

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

Richard Gold is a Board Member at M&T Bank, Chairman at Wilmington Trust, and Adjunct Professor at State University of New York at Buffalo Management School and is based in Buffalo, New York. He has experience at M&T SECURITIES INC and has worked as Executive Vice President at M&T Bank, Vice Chairman at M&T Bank, and Board Member at Wilmington Trust. Richard attended Stern School Of Business and Cornell University School of Industrial and Labor Relations.

Mortimer J. "Tim" Buckley (born 1969) is an American executive at The Vanguard Group. The Vanguard Board elected him unanimously to succeed F. William McNabb III as chief executive officer upon McNabb's retirement at the end of December 2017.

Senior financial services executive with a truly global perspective and outstanding relationship management and business development skills coupled with an excellent operations and technology background. A leader with a strong record of success in driving growth and innovative initiatives through product, service, and technology development, new ventures, and strategic partnerships. A history of success in high impact roles at top-tier financial services firms in asset management and institutional servicing markets. A structured problem solver, collaborative leader, strong relationship builder, and effective influencer adept at communicating complex ideas in a clear, action-oriented manner.

Charles McCain is a Board Member at HARBOR CAPITAL ADVISORS, INC.; Partner at Vingo Trust Iii; and Exec VP/Chief Compliance Ofcr at Harbor Funds. He has worked as President/COO at HARBOR CAPITAL ADVISORS, INC. and Chief Compliance Officer at HARBOR CAPITAL ADVISORS, INC.. Charles works or has worked as MEMBER at Massachusetts Bar Association. He studied at Stanford Law School and DARTMOUTH COLLEGE.