Welcome to Geller Group

Profiles

	Sheldon M. Geller Founding Partner/Managing Director A cum laude graduate of New York University and Fordham Law School, Mr. Geller is an ERISA attorney and a certified public accountant. He was formerly with Milbank, Tweed, Hadley & McCloy, Patterson, Belknap, Webb & Tyler and Ernst & Whinney. Mr. Geller is a member of the Employee Benefits Committee of the New York State Society of CPAs, the Editorial Board of The CPA Journal and the Advisory Board of the Journal of Compensation and Benefits. Mr Geller has published in Taxation for Lawyers, Taxation for Accountants, Pension World and Inc. Technology.
	Manny G. Erlich Managing Director Mr. Erlich manages Geller Group's 401(k) plan, retirement plan administration and audit practices. He received a Certified Employee Benefit Specialist designation from the Wharton School of the University of Pennsylvania and a Qualified Plan Administrator designation from the American Society of Pension Actuaries. Mr. Erlich received a Bachelor's degree cum laude in Mathematics from Brooklyn College and a Master's degree in Employee Benefits from St. John's University School of Risk Management, Insurance, and Actuarial Science (formerly known as the College of Insurance).
	Norma Pico-Patino Director Ms. Pico-Patino, a trust conversion specialist with 20 years of defined contribution plan experience, organizes the conversion of a client's plan, transfers plan assets and establishes the new service platform for participant-directed accounts. She manages the Geller Group's Web-based service platform linking plan trust account, participant-level recordkeeping and mutual fund trading systems utilizing Fidelity, Schwab and Matrix source technology. Ms. Pico-Patino received a Bachelor's degree in Finance from Baruch College.
	Larry B. Wattenberg Director Formerly a consulting actuary with Alexander & Alexander, Mr. Wattenberg offers 25 years of pension plan experience. Mr. Wattenberg, an enrolled actuary who has published in The CPA Journal's Employee Benefit Column, is an Associate of the Society of Actuaries. He received a bachelor's degree in Mathematics from Rutgers University.
	James P. English Director Formerly the director of 401(k) administrative services with Lord Abbett and Co., Jim English offers 18 years of experience in managing pension and 401(k) plan relationships. Mr. English, an employee communications specialist, manages Geller Group's client relationship management group. He recieved a Bachelor's degree in Mathematics from Boston College and a Master's degree in Finance from Fordham University.
	Robert J. Plante Director Robert J. Plante, formerly a Senior Vice President and ERISA Practice Leader with USI Consulting, Inc., Rob Plante has been providing plan documentation, advice, IRS representation and plan operational guidance to ERISA fiduciaries and plan sponsors for over 15 years. Rob's combined experience includes affiliations with a Connecticut-based corporate law firm, a national benefits consulting firm and a large insurance company. Rob received received his Bacherlor's degree Cum Laude from Amherst College and his Juris Doctorate fron the University of Connecticut School Of Law.
	David A. Schon Director Formerly a consultant with the College Retirement Equities Fund of The Teacher's Insurance Annuity Association, Mr. Schon offers 20 years of 401(k) plan experience. He manages Geller Group's Web-based service platform utilizing Nationwide Financial source technology. Mr. Schon received a Bachelor's degree in Applied Math and Statistics from Stony Brook University, College of Engineering and Applied Sciences, as well as a Master's degree in Management Information Systems from New York Institute of Technology, School of Management.
	Alan R. Pfeffer Director Alan Pfeffer offers over 20 years of employee benefits consulting experience. Mr. Pfeffer received a Qualified Pension Administrator designation from the American Society of Pension Professionals and Actuaries. Mr. Pfeffer consults with plan sponsors and investment professionals on plan design, administation and funding 401(k) plans, pension plans and non-qualified arrangements sponsored by for profit and non-profit organizations. Mr. Pfeffer received a Bachelor's degree cum laude from Brooklyn College.
	Michael A. Abate Director Mike Abate offers 12 years of experience in managing pension and 401(k) plan relationships. Formerly a senior business development specialist with Charles Schwab & Company, Inc., Mr. Abate manages Schwab's corporate and branch level referral network for the Geller Group. He also conducts fiduciary review meetings with plan sponsors and on-site enrollment and annual fund update meetings with plan participants. Mr. Abate received a Bachelor's degree in Fine Arts from the College of Staten Island (CUNY).
	Andrew Zimny Director Andrew Zimny is an enrolled actuary with 30 years of actuarial and qualified plan consulting experience. Mr. Zimny, a Certified Pension Consultant and a Member of the American Academy of Actuaries, manages Geller Group's defined benefit pension plan and actuarial consulting practice. Mr. Zimny has published articles in the Journal of Compensation and Benefits as well as in The Legal Management. Mr. Zimny received a Bachelor's degree from Clark University.
	Jerry Cicalese Director Jerry Cicalese offers 10 years of Pension Plan experience. During his Pension career, Mr. Cicalese has worked for USI Consulting Group and CBIZ Retirement Services. He has been part of the Geller Group family for over five years. During this time he has held the position of Senior Pension Consultant, Manager and now Director. He oversees the Daily Valuation Plan Consultants and emphasizes delivering the highest standard of services to our clients. Mr. Cicalese received a Bachelor's degree from St. Johns Universary.