SageView Advisory Group
Industry: Company
DescriptionFounded: 1989 Subsidiary: Sageview Advisory Group, Llc, Asset Management Arm
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SageView Advisory Group Employees
Employee
Years
Job
Industry
Melissa Burley Melissa Burley's SageView Advisory Group Experience January 2012 - June 2013
Job Business Development Associate at PIMCO
Industry Financial Services
Experience
PIMCO June 2013 - Present
SageView Advisory Group January 2012 - June 2013
UC Santa Barbara April 2010 - June 2011
Skills
Microsoft Office, Research, Matlab, Stata, Writing, Series 7, Series 66, Bloomberg Software, MPI, Morningstar, Uniform Combined State..., Microsoft Excel, PowerPoint
Education
UCSB 2007 — 2011
Business Economics
Rosary High School 2003 — 2007
PIMCO June 2013 - Present
SageView Advisory Group January 2012 - June 2013
UC Santa Barbara April 2010 - June 2011
Skills
Microsoft Office, Research, Matlab, Stata, Writing, Series 7, Series 66, Bloomberg Software, MPI, Morningstar, Uniform Combined State..., Microsoft Excel, PowerPoint
Education
UCSB 2007 — 2011
Business Economics
Rosary High School 2003 — 2007
Brock Becker Brock Becker's SageView Advisory Group Experience September 2008 - Present
Job Wealth Advisor at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group September 2008 - Present
Cetera Advisor Networks, LLC January 2009 - Present
ING Advisors Network August 2005 - August 2008
ING Advisors Network 2003 - 2005
Skills
Investments, Retirement, Securities, Financial Advisory, Financial Planners, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Wealth, Financial Services, Series 6, Strategic Financial..., FINRA, Insurance, Estate Planning, Pensions, Finance, Fixed Annuities, 401k, Wealth Management
Education
University of California, Irvine 2006 — 2006
Financial Planning and Services
Northern Arizona University, College of Business Administration 1998 — 2001
Bachelor of Science, Finance
SageView Advisory Group September 2008 - Present
Cetera Advisor Networks, LLC January 2009 - Present
ING Advisors Network August 2005 - August 2008
ING Advisors Network 2003 - 2005
Skills
Investments, Retirement, Securities, Financial Advisory, Financial Planners, Series 7, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Series 63, Wealth, Financial Services, Series 6, Strategic Financial..., FINRA, Insurance, Estate Planning, Pensions, Finance, Fixed Annuities, 401k, Wealth Management
Education
University of California, Irvine 2006 — 2006
Financial Planning and Services
Northern Arizona University, College of Business Administration 1998 — 2001
Bachelor of Science, Finance
Heather Johnson, AIF Heather Johnson, AIF's SageView Advisory Group Experience May 2013 - Present
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group May 2013 - Present
Cetera Investment Services August 2011 - April 2013
HAJ Companies, Inc. 2011 - April 2013
The KNW Group 2006 - 2010
Principal Financial Group 1997 - 2006
Skills
Defined Benefit, Defined Contribution, Profit Sharing
Education
Central College 1992 — 1996
Bachelor of Arts, English
SageView Advisory Group May 2013 - Present
Cetera Investment Services August 2011 - April 2013
HAJ Companies, Inc. 2011 - April 2013
The KNW Group 2006 - 2010
Principal Financial Group 1997 - 2006
Skills
Defined Benefit, Defined Contribution, Profit Sharing
Education
Central College 1992 — 1996
Bachelor of Arts, English
Natalie Johnson Natalie Johnson's SageView Advisory Group Experience June 2014 - February 2015
Job Salon Sales Consultant at L'Oreal
Industry Cosmetics
Experience
L'Oréal May 2015 - Present
SageView Advisory Group June 2014 - February 2015
Dermalogica October 2013 - April 2014
In-N-Out Burger January 2013 - September 2013
In-N-Out Burger July 2012 - December 2012
In-N-Out Burger April 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Customer Service, 401k, Investments, Writing, Business Development
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), 3.5
Paul Mitchell the School-Costa Mesa
Cosmetology/Cosmetologist, General
L'Oréal May 2015 - Present
SageView Advisory Group June 2014 - February 2015
Dermalogica October 2013 - April 2014
In-N-Out Burger January 2013 - September 2013
In-N-Out Burger July 2012 - December 2012
In-N-Out Burger April 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Editing, Customer Service, 401k, Investments, Writing, Business Development
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), 3.5
Paul Mitchell the School-Costa Mesa
Cosmetology/Cosmetologist, General
Dawn McPherson, QPFC Dawn McPherson, QPFC's SageView Advisory Group Experience January 2011 - October 2014
Job Retirement Plan Consultant at Mariner Retirement
Industry Financial Services
Experience
Mariner Retirement Advisors October 2014 - Present
SageView Advisory Group January 2011 - October 2014
American Century Investments 1997 - 2008
Skills
Customer Satisfaction, Coaching, Management, Training, Delegation, 401k, Following Up, Mutual Funds, Investments, Retirement, Investment Advisory, Retirement Planning, Pensions
Education
Bob Jones University
B.A., Humanities
Mariner Retirement Advisors October 2014 - Present
SageView Advisory Group January 2011 - October 2014
American Century Investments 1997 - 2008
Skills
Customer Satisfaction, Coaching, Management, Training, Delegation, 401k, Following Up, Mutual Funds, Investments, Retirement, Investment Advisory, Retirement Planning, Pensions
Education
Bob Jones University
B.A., Humanities
Robert Patton Robert Patton's SageView Advisory Group Experience May 2009 - Present
Job Managing Director for SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group May 2009 - Present
A.G. Edwards July 2006 - May 2009
JPMorgan 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory
Education
California State University-Chico 1988 — 1993
SageView Advisory Group May 2009 - Present
A.G. Edwards July 2006 - May 2009
JPMorgan 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, ERISA, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities, Investment Advisory
Education
California State University-Chico 1988 — 1993
Christopher M. Donnelly, QPFC Christopher M. Donnelly, QPFC's SageView Advisory Group Experience February 2013 - Present
Job Managing Director, Advisory Services at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group February 2013 - Present
Benefit Funding Services Group June 2010 - February 2013
AllianceBernstein Investments June 2006 - June 2010
Commerce Capital Markets (TD Bank) September 2004 - June 2006
Skills
401k, Employee Benefits, Mutual Funds, Asset Allocation, Asset Management, Retirement Planning, Investments, Retirement, Institutional, Vendor Relations, Investment Products, Financial Services, Investment Advisory, Pensions, Financial Advisory, Investment Strategies, Defined Benefit, Defined Contribution, Finance, Retirement Plan..., Investment Management
Education
Richard Stockton College of New Jersey 2002 — 2004
Bachelor of Arts, Marketing
Fairleigh Dickinson University 1998 — 2000
SageView Advisory Group February 2013 - Present
Benefit Funding Services Group June 2010 - February 2013
AllianceBernstein Investments June 2006 - June 2010
Commerce Capital Markets (TD Bank) September 2004 - June 2006
Skills
401k, Employee Benefits, Mutual Funds, Asset Allocation, Asset Management, Retirement Planning, Investments, Retirement, Institutional, Vendor Relations, Investment Products, Financial Services, Investment Advisory, Pensions, Financial Advisory, Investment Strategies, Defined Benefit, Defined Contribution, Finance, Retirement Plan..., Investment Management
Education
Richard Stockton College of New Jersey 2002 — 2004
Bachelor of Arts, Marketing
Fairleigh Dickinson University 1998 — 2000
Shelly Schaefer Shelly Schaefer's SageView Advisory Group Experience Retirement Plan ConsultantSageView Advisory Group2007 - Present
Job Retirement Plan Consultant with 15+ years of experience
Industry Financial Services
Experience
SageView Advisory Group Retirement Plan ConsultantSageView Advisory Group2007 - Present
Skills
Investments, Financial Advisory, Asset Allocation, Retirement Plan..., Retirement, Securities, Pensions, FINRA, Defined Benefit, ERISA, Series 6, 401k
Education
Ripon College
SageView Advisory Group Retirement Plan ConsultantSageView Advisory Group2007 - Present
Skills
Investments, Financial Advisory, Asset Allocation, Retirement Plan..., Retirement, Securities, Pensions, FINRA, Defined Benefit, ERISA, Series 6, 401k
Education
Ripon College
Kenneth Burke, CFP(R) Kenneth Burke, CFP(R)'s SageView Advisory Group Experience July 2012 - October 2014
Job Vice President and Wealth Manager at Freestate Advisors LLC
Industry Financial Services
Experience
Freestate Advisors LLC October 2014 - Present
SageView Advisory Group July 2012 - October 2014
Curtis & Associates 2009 - 2012
The Resource Group, SII Investments 1999 - 2009
Skills
Retirement Planning, Wealth Management, Financial Advisory, Securities, Financial Planning, Financial Services, Wealth, Asset Management, Mutual Funds
Education
University of Missouri-Kansas City
Finance, General
Freestate Advisors LLC October 2014 - Present
SageView Advisory Group July 2012 - October 2014
Curtis & Associates 2009 - 2012
The Resource Group, SII Investments 1999 - 2009
Skills
Retirement Planning, Wealth Management, Financial Advisory, Securities, Financial Planning, Financial Services, Wealth, Asset Management, Mutual Funds
Education
University of Missouri-Kansas City
Finance, General
Cody Moran Cody Moran's SageView Advisory Group Experience August 2014 - Present
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group August 2014 - Present
Saddleback Church April 2012 - July 2014
Irvine Company September 2011 - April 2012
The Heritage Foundation June 2011 - August 2011
Azusa Pacific University August 2009 - May 2011
Skills
Organizational..., Nonprofits, Sales Management, Customer Engagement, Fundraisers, Non-profit..., Raiser's Edge, Organizational..., Strategy, Organizational..., Project Management, New Media, Cross-functional Team..., Business Correspondence, Network Administration, Executive Support, Maximizer
Education
Azusa Pacific University 2008 — 2011
Bachelor of Arts (B.A.), Organizational Communication, General
SageView Advisory Group August 2014 - Present
Saddleback Church April 2012 - July 2014
Irvine Company September 2011 - April 2012
The Heritage Foundation June 2011 - August 2011
Azusa Pacific University August 2009 - May 2011
Skills
Organizational..., Nonprofits, Sales Management, Customer Engagement, Fundraisers, Non-profit..., Raiser's Edge, Organizational..., Strategy, Organizational..., Project Management, New Media, Cross-functional Team..., Business Correspondence, Network Administration, Executive Support, Maximizer
Education
Azusa Pacific University 2008 — 2011
Bachelor of Arts (B.A.), Organizational Communication, General
Mark Foster, AIF® Mark Foster, AIF®'s SageView Advisory Group Experience August 2012 - Present
Job Retirement Plan Consultant at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group August 2012 - Present
CIGNA October 2007 - June 2012
The Hartford April 2004 - October 2007
Putnam Investments May 1996 - April 2004
Skills
Life & Health Insurance..., 401k, Defined Benefit, Employee Benefits, Retirement, Defined Contribution, Mutual Funds, ERISA, Pensions, Disability Insurance, Insurance, Retirement Planning, Underwriting, Relationship Management, Life Insurance, Financial Advisory, Wealth Management, Investment Strategies, Securities, Financial Services
Education
Boston College 1994 — 1996
Economics
Colby College 1992 — 1994
Economics
GDA
SageView Advisory Group August 2012 - Present
CIGNA October 2007 - June 2012
The Hartford April 2004 - October 2007
Putnam Investments May 1996 - April 2004
Skills
Life & Health Insurance..., 401k, Defined Benefit, Employee Benefits, Retirement, Defined Contribution, Mutual Funds, ERISA, Pensions, Disability Insurance, Insurance, Retirement Planning, Underwriting, Relationship Management, Life Insurance, Financial Advisory, Wealth Management, Investment Strategies, Securities, Financial Services
Education
Boston College 1994 — 1996
Economics
Colby College 1992 — 1994
Economics
GDA
Tim Duncan, AIF® Tim Duncan, AIF®'s SageView Advisory Group Experience August 2012 - September 2014
Job Vice President, Retirement Plan Consultant at Mariner Retirement Advisors
Industry Financial Services
Experience
Mariner Retirement Advisors October 2014 - Present
ReDiscover December 2011 - Present
SageView Advisory Group August 2012 - September 2014
M&I Institutional Trust Services, a Part of BMO Financial October 2003 - July 2012
American Century Investments 1998 - 2003
Skills
Retirement, Defined Benefit, Retirement Planning, Mutual Funds, 401k, Defined Contribution, Employee Benefits, Investments, Securities, Insurance, Investment Strategies, Asset Allocation, Project Management, Management, Financial Services, Series 7, Wealth Management, Program Management, Non-profits, Equities
Education
Baker University 1995 — 1997
MBA, Business/Managerial Economics
University of Missouri-Kansas City 1985 — 1990
BA, Communication Studies, Spanish
Southwest High School - KC 1972 — 1980
Mariner Retirement Advisors October 2014 - Present
ReDiscover December 2011 - Present
SageView Advisory Group August 2012 - September 2014
M&I Institutional Trust Services, a Part of BMO Financial October 2003 - July 2012
American Century Investments 1998 - 2003
Skills
Retirement, Defined Benefit, Retirement Planning, Mutual Funds, 401k, Defined Contribution, Employee Benefits, Investments, Securities, Insurance, Investment Strategies, Asset Allocation, Project Management, Management, Financial Services, Series 7, Wealth Management, Program Management, Non-profits, Equities
Education
Baker University 1995 — 1997
MBA, Business/Managerial Economics
University of Missouri-Kansas City 1985 — 1990
BA, Communication Studies, Spanish
Southwest High School - KC 1972 — 1980
Bijan Khairollahi Bijan Khairollahi's SageView Advisory Group Experience February 2012 - Present
Job Investment Analyst at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group February 2012 - Present
SageView RPC July 2009 - February 2012
Boyce & Associates June 2007 - July 2009
Skills
Investments, Mutual Funds, Pensions, Retirement Planning, Investment Strategies, Retirement, 401k, Asset Allocation, Defined Benefit, Investment Advisory, Financial Services
Education
East Tennessee State University 2003 — 2007
Bachelor of Science (BS), Mathematics
SageView Advisory Group February 2012 - Present
SageView RPC July 2009 - February 2012
Boyce & Associates June 2007 - July 2009
Skills
Investments, Mutual Funds, Pensions, Retirement Planning, Investment Strategies, Retirement, 401k, Asset Allocation, Defined Benefit, Investment Advisory, Financial Services
Education
East Tennessee State University 2003 — 2007
Bachelor of Science (BS), Mathematics
Sara (Jaggars) Swadley Sara (Jaggars) Swadley's SageView Advisory Group Experience July 2012 - October 2014
Job Senior Investment Advisor at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings October 2014 - Present
SageView Advisory Group July 2012 - October 2014
BMO Global Asset Management, a part of BMO Financial Group 2005 - 2012
UMB Bank 2001 - January 2004
Palmer & Cay October 1998 - April 2001
Skills
Mutual Funds, Wealth Management, Investments, 401k, Asset Allocation, Portfolio Management, Retirement, Retirement Planning, Due Diligence, Zephyr Style Advisor, Lipper, Zephyr, Morningstar, Morningstar Direct, Series 65
Education
Rockhurst University 1997 — 1999
Bachelor of Arts (B.A.), Human Resources and Labor Relations
Lee's Summit High School 1992 — 1995
Mariner Holdings October 2014 - Present
SageView Advisory Group July 2012 - October 2014
BMO Global Asset Management, a part of BMO Financial Group 2005 - 2012
UMB Bank 2001 - January 2004
Palmer & Cay October 1998 - April 2001
Skills
Mutual Funds, Wealth Management, Investments, 401k, Asset Allocation, Portfolio Management, Retirement, Retirement Planning, Due Diligence, Zephyr Style Advisor, Lipper, Zephyr, Morningstar, Morningstar Direct, Series 65
Education
Rockhurst University 1997 — 1999
Bachelor of Arts (B.A.), Human Resources and Labor Relations
Lee's Summit High School 1992 — 1995
Bob Noll, CFA Bob Noll, CFA's SageView Advisory Group Experience June 2011 - Present
Job Senior Investment Analyst at SageView Advisory Group
Industry Investment Management
Experience
SageView Advisory Group June 2011 - Present
Financial Concepts April 2005 - June 2011
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance
University of Minnesota-Twin Cities 1990 — 1995
B.S., Economics
SageView Advisory Group June 2011 - Present
Financial Concepts April 2005 - June 2011
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MBA, Finance
University of Minnesota-Twin Cities 1990 — 1995
B.S., Economics
Rebecca Searles Rebecca Searles's SageView Advisory Group Experience October 2011 - Present
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group October 2011 - Present
The H Group, Inc. August 2009 - September 2011
Skills
401k, 403b, 457 Plans, Retirement Plan..., Retirement Planning, Defined Benefit, Defined Contribution, Asset Management, Investment Advisory, Investments, ERISA, Series 6, Series 63
Education
Biola University
Bachelor of Science (BS), Business Management
SageView Advisory Group October 2011 - Present
The H Group, Inc. August 2009 - September 2011
Skills
401k, 403b, 457 Plans, Retirement Plan..., Retirement Planning, Defined Benefit, Defined Contribution, Asset Management, Investment Advisory, Investments, ERISA, Series 6, Series 63
Education
Biola University
Bachelor of Science (BS), Business Management
Ahmed Shamsi Ahmed Shamsi's SageView Advisory Group Experience May 2014 - August 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
USC Marshall School of Business January 2013 - May 2015
SageView Advisory Group May 2014 - August 2014
Trojan Investing Society September 2012 - May 2013
Mt. San Antonio College September 2011 - June 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Accounting
Deloitte September 2015 - Present
USC Marshall School of Business January 2013 - May 2015
SageView Advisory Group May 2014 - August 2014
Trojan Investing Society September 2012 - May 2013
Mt. San Antonio College September 2011 - June 2012
Education
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Business Administration
University of Southern California 2012 — 2015
Bachelor of Science (B.S.), Accounting
Suzanne Krygier's SageView Advisory Group Experience August 2000 - February 2014
Job Team Coordinator at TeamHealth
Industry Executive Office
Experience
TeamHealth August 2014 - Present
SageView Advisory Group August 2000 - February 2014
Skills
Invoicing, Accounts Payable, Organization, Confidentiality, Accounts Receivable, Telephone Skills, Office Administration, Customer Service, Administrative..., Administrative Work, Calendaring, Travel Management, Close Attention to..., Multi Tasking, Customer Oriented, Coordination, License Management, Compliance, Bookkeeping, Account Reconciliation, Ordering Office Supplies, Kronos Timekeeping
Education
Medaille College 1993 — 1996
Bachelor of Science (B.S.), Human Services, General
TeamHealth August 2014 - Present
SageView Advisory Group August 2000 - February 2014
Skills
Invoicing, Accounts Payable, Organization, Confidentiality, Accounts Receivable, Telephone Skills, Office Administration, Customer Service, Administrative..., Administrative Work, Calendaring, Travel Management, Close Attention to..., Multi Tasking, Customer Oriented, Coordination, License Management, Compliance, Bookkeeping, Account Reconciliation, Ordering Office Supplies, Kronos Timekeeping
Education
Medaille College 1993 — 1996
Bachelor of Science (B.S.), Human Services, General
Jacqueline Hsu Jacqueline Hsu's SageView Advisory Group Experience September 2009 - June 2010
Job Creative Director
Industry Retail
Experience
ZooShoo April 2012 - September 2014
State Farm March 2011 - April 2012
Union Bank June 2010 - June 2011
SageView Advisory Group September 2009 - June 2010
Rip Curl January 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Sales, Microsoft Word, Access, Data Analysis, Research, Marketing, Accounting, Forecasting, Finance, Excel, Word, Financial Reporting, Analysis, Auditing, Investments, Marketing Strategy, Marketing Communications, Event Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Business Economics
National Taiwan Normal University
Mandarin
ZooShoo April 2012 - September 2014
State Farm March 2011 - April 2012
Union Bank June 2010 - June 2011
SageView Advisory Group September 2009 - June 2010
Rip Curl January 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Sales, Microsoft Word, Access, Data Analysis, Research, Marketing, Accounting, Forecasting, Finance, Excel, Word, Financial Reporting, Analysis, Auditing, Investments, Marketing Strategy, Marketing Communications, Event Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Science (B.S.), Business Economics
National Taiwan Normal University
Mandarin
Jaclyn LaCavalla's SageView Advisory Group Experience May 2013 - August 2013
Job Alternative Investment Administrator at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company September 2014 - Present
Life Time Athletic Events - NYC Office July 2014 - August 2014
SageView Advisory Group May 2013 - August 2013
Rybovich Superyacht Marina May 2012 - July 2012
FineTouch September 2010 - May 2011
Hollister Co June 2009 - September 2009
Skills
Management, Customer Service, Sales, Teamwork, Inventory Management, Microsoft Excel, Microsoft Word, Social Media Marketing, Human Resources, PowerPoint, Microsoft Office, Social Media, Facebook, Public Speaking, Leadership, Event Planning, Social Networking, Research, Financial Analysis, Time Management
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management; Marketing and Economics, 3.3 GPA
University of Sydney 2012 — 2012
ALPS, A DST Company September 2014 - Present
Life Time Athletic Events - NYC Office July 2014 - August 2014
SageView Advisory Group May 2013 - August 2013
Rybovich Superyacht Marina May 2012 - July 2012
FineTouch September 2010 - May 2011
Hollister Co June 2009 - September 2009
Skills
Management, Customer Service, Sales, Teamwork, Inventory Management, Microsoft Excel, Microsoft Word, Social Media Marketing, Human Resources, PowerPoint, Microsoft Office, Social Media, Facebook, Public Speaking, Leadership, Event Planning, Social Networking, Research, Financial Analysis, Time Management
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management; Marketing and Economics, 3.3 GPA
University of Sydney 2012 — 2012
Nichole Labott Nichole Labott's SageView Advisory Group Experience April 2009 - Present
Job Retirement Plan Consultant at SageView Advisory Group
Industry Investment Management
Experience
SageView Advisory Group April 2009 - Present
HRH Investment Advisors January 2007 - March 2009
SunTrust Bank 2001 - 2006
Wachovia Bank 1995 - 1999
Skills
Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Defined Contribution, Series 6, Securities, Financial Advisory, Financial Services, Investment Advisory..., FINRA, 403 b, 401k, Fiduciary, Series 63
Education
Appalachian State University 1994 — 1995
MBA, Business Administration
Meredith College 1989 — 1993
Bachelor of Science (B.S.), Business Management
SageView Advisory Group April 2009 - Present
HRH Investment Advisors January 2007 - March 2009
SunTrust Bank 2001 - 2006
Wachovia Bank 1995 - 1999
Skills
Retirement, Retirement Planning, Retirement Plan..., Defined Benefit, Defined Contribution, Series 6, Securities, Financial Advisory, Financial Services, Investment Advisory..., FINRA, 403 b, 401k, Fiduciary, Series 63
Education
Appalachian State University 1994 — 1995
MBA, Business Administration
Meredith College 1989 — 1993
Bachelor of Science (B.S.), Business Management
Daniel J Quirk, CFA, CFP's SageView Advisory Group Experience 2012 - Present
Job Senior Investment Advisor at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group 2012 - Present
Quirk Wealth Advisors 2011 - 2012
Seacliff Capital 2004 - 2011
JP Morgan 1999 - 2002
Skills
Chartered Financial..., Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, History, Magna Cum Laude
SageView Advisory Group 2012 - Present
Quirk Wealth Advisors 2011 - 2012
Seacliff Capital 2004 - 2011
JP Morgan 1999 - 2002
Skills
Chartered Financial..., Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, History, Magna Cum Laude
Jon Chambers Jon Chambers's SageView Advisory Group Experience April 2014 - Present
Job Managing Director at SageView Advisory Group
Industry Investment Management
Experience
SageView Advisory Group April 2014 - Present
Schultz Collins Lawson Chambers, Inc. August 1995 - March 2014
Coopers & Lybrand August 1985 - March 1995
Skills
ERISA, Investments, Retirement Planning, Retirement Plan..., 401k, Retirement, Asset Management, Profit Sharing, Pensions, Employee Benefits, Defined Benefit, Pension Funds, Investment Advisory, Finance, Risk Management, Series 7, Mutual Funds, Investment Policy, Qualified Retirement..., Defined Contribution, Asset Allocation, Investment Strategies, Wealth Management, Fiduciary, Series 63, Investment Management, Alternative Investments, Financial Advisory, ETFs, Series 24, Securities, Pension Administration, Plan Administration
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, Economics
SageView Advisory Group April 2014 - Present
Schultz Collins Lawson Chambers, Inc. August 1995 - March 2014
Coopers & Lybrand August 1985 - March 1995
Skills
ERISA, Investments, Retirement Planning, Retirement Plan..., 401k, Retirement, Asset Management, Profit Sharing, Pensions, Employee Benefits, Defined Benefit, Pension Funds, Investment Advisory, Finance, Risk Management, Series 7, Mutual Funds, Investment Policy, Qualified Retirement..., Defined Contribution, Asset Allocation, Investment Strategies, Wealth Management, Fiduciary, Series 63, Investment Management, Alternative Investments, Financial Advisory, ETFs, Series 24, Securities, Pension Administration, Plan Administration
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, Economics
Desiree Clary Desiree Clary's SageView Advisory Group Experience May 2007 - Present
Job Client Service Manager at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group May 2007 - Present
Accountants International June 2003 - May 2007
Education
University of Maryland College Park 1995 — 1999
Business, Early Childhood Education
Old Mill High School 1990 — 1995
SageView Advisory Group May 2007 - Present
Accountants International June 2003 - May 2007
Education
University of Maryland College Park 1995 — 1999
Business, Early Childhood Education
Old Mill High School 1990 — 1995
Christopher Fu Christopher Fu's SageView Advisory Group Experience 2006 - 2006
Job Senior Financial Analyst at Skyworks Solutions, Inc.
Industry Accounting
Experience
Skyworks Solutions, Inc. July 2013 - Present
Toshiba America Electronic Components, Inc. February 2012 - Present
RED Digital Cinema 2011 - 2012
Allianz Global Investors July 2008 - June 2011
Toshiba January 2007 - May 2008
The Lending Connection October 2005 - November 2006
UBS Wealth Management May 2005 - September 2006
SageView Advisory Group 2006 - 2006
Skills
Financial Analysis, Business Objects, Finance, Financial Reporting, Microsoft Excel, Business Analysis, Forecasting, Financial Accounting, Financial Modeling, Oracle, Microsoft Office, Data Analysis, Hyperion Enterprise, Business Intelligence, Accounting, Process Improvement, Management, SharePoint, Crystal Reports
Education
University of Southern California - Marshall School of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Finance & Management Operations
Marina High School
Marina High School Volleyball
Pepperdine University, The George L. Graziadio School of Business and Management
Skyworks Solutions, Inc. July 2013 - Present
Toshiba America Electronic Components, Inc. February 2012 - Present
RED Digital Cinema 2011 - 2012
Allianz Global Investors July 2008 - June 2011
Toshiba January 2007 - May 2008
The Lending Connection October 2005 - November 2006
UBS Wealth Management May 2005 - September 2006
SageView Advisory Group 2006 - 2006
Skills
Financial Analysis, Business Objects, Finance, Financial Reporting, Microsoft Excel, Business Analysis, Forecasting, Financial Accounting, Financial Modeling, Oracle, Microsoft Office, Data Analysis, Hyperion Enterprise, Business Intelligence, Accounting, Process Improvement, Management, SharePoint, Crystal Reports
Education
University of Southern California - Marshall School of Business 2002 — 2005
Bachelor of Science (B.S.), Business Administration, Finance & Management Operations
Marina High School
Marina High School Volleyball
Pepperdine University, The George L. Graziadio School of Business and Management
Geoffrey M. Rhines, CPA/PFS, CGMA Geoffrey M. Rhines, CPA/PFS, CGMA's SageView Advisory Group Experience October 2014 - Present
Job Retirement Plan Consultant at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group October 2014 - Present
401(k) 403(b) Advisors March 2012 - October 2014
Robert W. Baird & Co. August 2010 - March 2012
Marsh 2003 - May 2010
New England Financial 2001 - 2003
Emory Healthcare 1997 - 2001
UPS 1978 - 1997
Skills
Executive Pay, Succession Planning, Deferred Compensation, Qualified Retirement..., Wealth Management, Investments, Life Insurance, Corporate Benefits, Defined Benefit, Retirement Plan..., Executive Compensation, Wealth Preservation, Inforce Life Insurance..., Captive Insurance..., ERISA, Business Succession, 401k, Series 7, CPA, Investment Strategies, Portfolio Management
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Avila University 1982 — 1987
BSBA, Accounting
SageView Advisory Group October 2014 - Present
401(k) 403(b) Advisors March 2012 - October 2014
Robert W. Baird & Co. August 2010 - March 2012
Marsh 2003 - May 2010
New England Financial 2001 - 2003
Emory Healthcare 1997 - 2001
UPS 1978 - 1997
Skills
Executive Pay, Succession Planning, Deferred Compensation, Qualified Retirement..., Wealth Management, Investments, Life Insurance, Corporate Benefits, Defined Benefit, Retirement Plan..., Executive Compensation, Wealth Preservation, Inforce Life Insurance..., Captive Insurance..., ERISA, Business Succession, 401k, Series 7, CPA, Investment Strategies, Portfolio Management
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Avila University 1982 — 1987
BSBA, Accounting
Susan Hajek, QKA, QPFC Susan Hajek, QKA, QPFC's SageView Advisory Group Experience 2014 - Present
Job Retirement Plan Consultant at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group 2014 - Present
Sungard Relius 1993 - 2013
Coble Pension Group, LLC 2009 - 2012
American Society of Pension Professional & Actuaries 2006 - 2009
Mercantile Bank of St. Louis 1990 - 1993
Skills
Retirement, 401k, Profit Sharing, New Business Development, Sales Operations, CRM, ERISA, Pensions, Marketing, Defined Benefit, Employee Benefits, Financial Services, Pension Administration, Business Planning, Sales, Retirement Planning, Investment Advisory, Insurance, Mergers & Acquisitions, Banking, Retirement Plan..., Marketing Communications
Education
Fontbonne University
MBA, Management
Truman State University
BS, Business / Finance
SageView Advisory Group 2014 - Present
Sungard Relius 1993 - 2013
Coble Pension Group, LLC 2009 - 2012
American Society of Pension Professional & Actuaries 2006 - 2009
Mercantile Bank of St. Louis 1990 - 1993
Skills
Retirement, 401k, Profit Sharing, New Business Development, Sales Operations, CRM, ERISA, Pensions, Marketing, Defined Benefit, Employee Benefits, Financial Services, Pension Administration, Business Planning, Sales, Retirement Planning, Investment Advisory, Insurance, Mergers & Acquisitions, Banking, Retirement Plan..., Marketing Communications
Education
Fontbonne University
MBA, Management
Truman State University
BS, Business / Finance
Steve Henningson, CIMA Steve Henningson, CIMA's SageView Advisory Group Experience August 2004 - August 2014
Job Principal at Concierge Wealth Management Group
Industry Investment Management
Experience
Concierge Wealth Management Group September 2014 - Present
SageView Advisory Group August 2004 - August 2014
Smith Barney May 1984 - August 2004
Great Western Financial August 1976 - April 1984
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Wealth Management, Mutual Funds, 401k, Investments, Retirement Plan..., Retirement, Series 63, Estate Planning, Series 9, Series 65, Financial Advisory, Securities, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Finance
Bradley University 1969 — 1973
BS, Economics, Political Science
Concierge Wealth Management Group September 2014 - Present
SageView Advisory Group August 2004 - August 2014
Smith Barney May 1984 - August 2004
Great Western Financial August 1976 - April 1984
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Wealth Management, Mutual Funds, 401k, Investments, Retirement Plan..., Retirement, Series 63, Estate Planning, Series 9, Series 65, Financial Advisory, Securities, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Finance
Bradley University 1969 — 1973
BS, Economics, Political Science
Eric Grimes Eric Grimes's SageView Advisory Group Experience January 2011 - January 2012
Job
Industry Insurance
Experience
MetLife May 2014 - Present
Buck Consultants September 2012 - October 2013
SageView Advisory Group January 2011 - January 2012
Westminster Consulting February 2010 - February 2011
Fidelity Investments May 2005 - March 2009
Fidelity Investments October 2000 - May 2005
AIG VALIC March 1996 - September 2000
AIG VALIC January 1995 - March 1996
AIG VALIC March 1995 - December 1995
GTE Wireless 1994 - 1995
Skills
Consultative Selling, Negotiation, Sales Presentations, Coaching, Languages, Mentoring, New Business Development, Problem Solving, Strategic Planning, Team Leadership, Strategy, Management, Leadership, Business Development, CRM, Investments, Mutual Funds, Risk Management, Series 6, Deferred Compensation, Project Management, 401k, Employee Relations, Retirement, Spanish-speaking, Compensation & Benefit, Human Resources, Series 63, Program Management, Defined Benefit, Employee Benefits, Talent Management, Selling, Consulting, Pensions, Executive Management, Business Planning, Outsourcing, ERISA, Salesforce.com
Education
Sam Houston State University 1991 — 1993
MA, English Literature
Sam Houston State University 1985 — 1991
BM, Liberal Arts
LHS 1982 — 1985
MetLife May 2014 - Present
Buck Consultants September 2012 - October 2013
SageView Advisory Group January 2011 - January 2012
Westminster Consulting February 2010 - February 2011
Fidelity Investments May 2005 - March 2009
Fidelity Investments October 2000 - May 2005
AIG VALIC March 1996 - September 2000
AIG VALIC January 1995 - March 1996
AIG VALIC March 1995 - December 1995
GTE Wireless 1994 - 1995
Skills
Consultative Selling, Negotiation, Sales Presentations, Coaching, Languages, Mentoring, New Business Development, Problem Solving, Strategic Planning, Team Leadership, Strategy, Management, Leadership, Business Development, CRM, Investments, Mutual Funds, Risk Management, Series 6, Deferred Compensation, Project Management, 401k, Employee Relations, Retirement, Spanish-speaking, Compensation & Benefit, Human Resources, Series 63, Program Management, Defined Benefit, Employee Benefits, Talent Management, Selling, Consulting, Pensions, Executive Management, Business Planning, Outsourcing, ERISA, Salesforce.com
Education
Sam Houston State University 1991 — 1993
MA, English Literature
Sam Houston State University 1985 — 1991
BM, Liberal Arts
LHS 1982 — 1985
Michael A. Coelho,C(k)P®, AIF® Michael A. Coelho,C(k)P®, AIF®'s SageView Advisory Group Experience June 2011 - Present
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group June 2011 - Present
Skills
Retirement Planning, Investment Advisory, 401k, Financial Advisory, Securities, Retirement Plan..., Retirement, Investments, Financial Services, Mutual Funds, Asset Allocation, 403 b, 457 Plans
Education
Baylor University 1991 — 1995
1995
Anderson School at UCLA 2010 — 2012
C(k)P Certified 401(k) Professional
SageView Advisory Group June 2011 - Present
Skills
Retirement Planning, Investment Advisory, 401k, Financial Advisory, Securities, Retirement Plan..., Retirement, Investments, Financial Services, Mutual Funds, Asset Allocation, 403 b, 457 Plans
Education
Baylor University 1991 — 1995
1995
Anderson School at UCLA 2010 — 2012
C(k)P Certified 401(k) Professional
Scott Pyle Scott Pyle's SageView Advisory Group Experience 2007 - Present
Job Personal Wealth Advisor, Comprehensive Wealth Management Group
Industry Financial Services
Experience
Comprehensive Wealth Management Group 2007 - Present
SageView Advisory Group 2007 - Present
Cetera Advisor Networks 2007 - Present
Armstrong/Robitaille- Union Banc Insurance Services 1998 - 2007
Education
The American College 1985 — 1989
CLU, ChFC, Insurance and Financial Planning
University of Minnesota-Twin Cities 1973 — 1976
Business Administration
Comprehensive Wealth Management Group 2007 - Present
SageView Advisory Group 2007 - Present
Cetera Advisor Networks 2007 - Present
Armstrong/Robitaille- Union Banc Insurance Services 1998 - 2007
Education
The American College 1985 — 1989
CLU, ChFC, Insurance and Financial Planning
University of Minnesota-Twin Cities 1973 — 1976
Business Administration
Jason M. Smith, CFP QPFC AIF Jason M. Smith, CFP QPFC AIF's SageView Advisory Group Experience February 2011 - Present
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group February 2011 - Present
TAGGE*RUTHERFORD Financial June 1995 - Present
Skills
Retirement, Defined Benefit, Investments, Retirement Planning, Financial Advisory, Retirement Plan..., 401k, ERISA, Profit Sharing, Pensions, Series 7, Mutual Funds, Portfolio Management, Asset Managment, Series 63, Deferred Compensation, Plan Design, Financial Planning, Asset Management, Risk Management, Employee Benefits, Investment Advisory, Asset Allocation, Executive Compensation, Benefits
Education
University of Nebraska-Lincoln 1990 — 1995
BS, Int'l Affairs
SageView Advisory Group February 2011 - Present
TAGGE*RUTHERFORD Financial June 1995 - Present
Skills
Retirement, Defined Benefit, Investments, Retirement Planning, Financial Advisory, Retirement Plan..., 401k, ERISA, Profit Sharing, Pensions, Series 7, Mutual Funds, Portfolio Management, Asset Managment, Series 63, Deferred Compensation, Plan Design, Financial Planning, Asset Management, Risk Management, Employee Benefits, Investment Advisory, Asset Allocation, Executive Compensation, Benefits
Education
University of Nebraska-Lincoln 1990 — 1995
BS, Int'l Affairs
Jeffrey Fox Jeffrey Fox's SageView Advisory Group Experience August 2008 - August 2009
Job Executive Director, Network Health
Industry Hospital & Health Care
Experience
Network Health WI October 2014 - Present
Self May 2012 - October 2014
STAR Health Plan January 2012 - December 2012
ORBIS LifeFitness January 2007 - December 2011
SageView Advisory Group August 2008 - August 2009
Amerigroup June 2005 - December 2006
Ingenix 1998 - June 2005
Reden & Anders November 1994 - June 2005
Mercer Human Resource Consulting February 1989 - October 1994
Alexander Consulting Group 1987 - February 1989
Skills
Medicaid Managed Care, Hospitals, Healthcare Consulting, Start-ups, Strategy, Medicaid, Forecasting, Health Insurance, Healthcare, Managed Care, Healthcare Management, Healthcare Information..., Health Policy, Medicare, HIPAA, Strategic Planning, Employee Benefits, Insurance, Analytics, Mergers, Actuarial Consulting, Actuarial Science, Competitive Analysis, Finance, Healthcare Industry, Leadership, Management, Management Consulting, Mergers & Acquisitions, Process Improvement, Consulting, HMO
Education
University of Massachusetts, Amherst 1979 — 1981
Bachelor of Arts, Economics
University of Rochester 1977 — 1979
N.A., Economics
Network Health WI October 2014 - Present
Self May 2012 - October 2014
STAR Health Plan January 2012 - December 2012
ORBIS LifeFitness January 2007 - December 2011
SageView Advisory Group August 2008 - August 2009
Amerigroup June 2005 - December 2006
Ingenix 1998 - June 2005
Reden & Anders November 1994 - June 2005
Mercer Human Resource Consulting February 1989 - October 1994
Alexander Consulting Group 1987 - February 1989
Skills
Medicaid Managed Care, Hospitals, Healthcare Consulting, Start-ups, Strategy, Medicaid, Forecasting, Health Insurance, Healthcare, Managed Care, Healthcare Management, Healthcare Information..., Health Policy, Medicare, HIPAA, Strategic Planning, Employee Benefits, Insurance, Analytics, Mergers, Actuarial Consulting, Actuarial Science, Competitive Analysis, Finance, Healthcare Industry, Leadership, Management, Management Consulting, Mergers & Acquisitions, Process Improvement, Consulting, HMO
Education
University of Massachusetts, Amherst 1979 — 1981
Bachelor of Arts, Economics
University of Rochester 1977 — 1979
N.A., Economics
Joseph D. Dunbar Joseph D. Dunbar's SageView Advisory Group Experience July 2014 - Present
Job Investment Advisor at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group July 2014 - Present
Cammack Retirement Group October 2012 - July 2014
Cammack Retirement Group August 2007 - October 2012
Skills
Series 6, Series 63, Series 65, Equities, Fixed Income, ERISA, 403 b, 401k, Defined Contribution, Defined Benefit, Taft-Hartley, Asset Allocation, Pensions
Education
Suffolk University 2005 — 2007
BSBA, Finance
Boston University 2003 — 2004
General Studies
SageView Advisory Group July 2014 - Present
Cammack Retirement Group October 2012 - July 2014
Cammack Retirement Group August 2007 - October 2012
Skills
Series 6, Series 63, Series 65, Equities, Fixed Income, ERISA, 403 b, 401k, Defined Contribution, Defined Benefit, Taft-Hartley, Asset Allocation, Pensions
Education
Suffolk University 2005 — 2007
BSBA, Finance
Boston University 2003 — 2004
General Studies
Michelle Hariman, CPA's SageView Advisory Group Experience June 2009 - August 2010
Job Accounting Manager, Family Office at The Wonderful Company
Industry Entertainment
Experience
The Wonderful Company April 2015 - Present
21st Century Fox October 2012 - April 2015
Deloitte & Touche September 2010 - October 2012
SageView Advisory Group June 2009 - August 2010
White Nelson Diehl Evans LLP January 2009 - May 2009
Skills
Auditing, SEC filings, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accounting, Sarbanes-Oxley
Education
University of California, Irvine 2008 — 2010
BA, Business Economics, Accounting
University of California, San Diego 2006 — 2008
Economics
The Wonderful Company April 2015 - Present
21st Century Fox October 2012 - April 2015
Deloitte & Touche September 2010 - October 2012
SageView Advisory Group June 2009 - August 2010
White Nelson Diehl Evans LLP January 2009 - May 2009
Skills
Auditing, SEC filings, Internal Controls, Sarbanes-Oxley Act, US GAAP, Accounting, Sarbanes-Oxley
Education
University of California, Irvine 2008 — 2010
BA, Business Economics, Accounting
University of California, San Diego 2006 — 2008
Economics
Benaiah J. Burnich, RFC Benaiah J. Burnich, RFC's SageView Advisory Group Experience January 2011 - Present
Job Retirement Consultant at SageView Advisory Group & SRA Benefits
Industry Financial Services
Experience
SageView Advisory Group January 2011 - Present
SRA Benefits, LLC April 2004 - Present
Northwestern Mutual May 2000 - April 2004
Education
Missouri State University 1996 — 2000
Business
SageView Advisory Group January 2011 - Present
SRA Benefits, LLC April 2004 - Present
Northwestern Mutual May 2000 - April 2004
Education
Missouri State University 1996 — 2000
Business
Ryan Popper's SageView Advisory Group Experience March 2012 - May 2012
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting February 2014 - Present
Shields & Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
SageView Advisory Group March 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting, Information Systems
University of Dar es Salaam 2011 — 2012
Semester Studying Abroad
RHAM High School 2005 — 2009
Deloitte Consulting February 2014 - Present
Shields & Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
SageView Advisory Group March 2012 - May 2012
Fidelity Investments May 2011 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance, Accounting, Information Systems
University of Dar es Salaam 2011 — 2012
Semester Studying Abroad
RHAM High School 2005 — 2009
Wayne Roth's SageView Advisory Group Experience May 2015 - Present
Job Retirement Plan Consultant
Industry Investment Management
Experience
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
SageView Advisory Group May 2015 - Present
Mercer August 2012 - May 2015
Merrill Lynch February 2012 - August 2012
MassMutual Financial Group April 2010 - July 2011
Principal Financial Group May 2003 - April 2010
AXA Advisors, LLC March 2002 - May 2003
US Bank 2001 - 2002
Janus Capital Group 2000 - 2001
Skills
Business Planning, Account Management, New Business Development, Management, Leadership Development, Team Leadership, CRM, Leadership, Investments, Business Relationship..., Performance Management, Time Management, Strategy, Retirement Planning, Financial Services, 401k, Event Management, Retirement, Sales, Mergers & Acquisitions, Employee Benefits, Project Management, Insurance, FINRA, Consultative Selling, Project Execution, Situational Based Sales, Recruitment/Retention, CO Life/Health Licensed, FINRA Series 7, 6, 63,..., Executive Benefit...
Education
Adams State College 1986 — 1989
Interdisciplinary Studies with an emphasis in Finance and Creative Advertising
Susan Hagerman Susan Hagerman's SageView Advisory Group Experience September 2007 - January 2013
Job AIF, Vice President, Institutional Administration
Industry Financial Services
Experience
The Commerce Trust Company January 2013 - Present
SageView Advisory Group September 2007 - January 2013
SageView Advisory Group September 2007 - January 2013
FBD Consulting, Inc. 1998 - 2007
Skills
Retirement Planning, Defined Benefit, Mutual Funds, 401k, Pensions, Retirement, Series 7, Series 63, Series 6, Investment Advisory, Asset Allocation, Retirement Plan..., Insurance, Securities, Investments
Education
Missouri State University 1988 — 1992
BS
University of Pittsburgh
AIF
The Commerce Trust Company January 2013 - Present
SageView Advisory Group September 2007 - January 2013
SageView Advisory Group September 2007 - January 2013
FBD Consulting, Inc. 1998 - 2007
Skills
Retirement Planning, Defined Benefit, Mutual Funds, 401k, Pensions, Retirement, Series 7, Series 63, Series 6, Investment Advisory, Asset Allocation, Retirement Plan..., Insurance, Securities, Investments
Education
Missouri State University 1988 — 1992
BS
University of Pittsburgh
AIF
Devon Maslyn Devon Maslyn's SageView Advisory Group Experience May 2013 - January 2014
Job Shift Supervisor at Starbucks
Industry Financial Services
Experience
Starbucks April 2014 - Present
SageView Advisory Group May 2013 - January 2014
Luxottica Group January 2013 - October 2013
New York University September 2012 - January 2013
LA Fitness January 2012 - June 2012
Skills
Communication, Mathematics, Innovation, Creativity, Organization, Microsoft Office, Facebook, Social Media, PowerPoint, Critical Thinking, Public Speaking, Time Management, Customer Service, Finance
Education
Biola University 2013 — 2016
Bachelor's Degree, Accounting
New York University 2012 — 2013
Bachelor's Degree, Actuarial Science
Laguna Hills High School 2008 — 2012
High School
Starbucks April 2014 - Present
SageView Advisory Group May 2013 - January 2014
Luxottica Group January 2013 - October 2013
New York University September 2012 - January 2013
LA Fitness January 2012 - June 2012
Skills
Communication, Mathematics, Innovation, Creativity, Organization, Microsoft Office, Facebook, Social Media, PowerPoint, Critical Thinking, Public Speaking, Time Management, Customer Service, Finance
Education
Biola University 2013 — 2016
Bachelor's Degree, Accounting
New York University 2012 — 2013
Bachelor's Degree, Actuarial Science
Laguna Hills High School 2008 — 2012
High School
Les Brockhurst Les Brockhurst's SageView Advisory Group Experience 2010 - 2015
Job Consultant
Industry Executive Office
Experience
Brockhurst and Associates December 2010 - Present
SageView Advisory Group 2010 - 2015
United Way of Greater Los Angeles December 2010 - August 2014
Marsh & McLennan Agency October 2007 - November 2010
Clark Consulting April 1994 - March 2007
Arizona Public Service (APS) April 1988 - September 1991
McDonnell Douglas October 1979 - August 1988
Skills
Fundraising, Nonprofits, Non-profits, Cause Marketing, Philanthropy, Employee Benefits, Strategic Planning, Team Leadership, Leadership Development, Organizational..., Performance Management, Executive Management, Leadership, Public Speaking, Management
Education
Bishop's University 1963 — 1967
Bachelor of Science (BSc), Physics
McGill University - Macdonald Campus 1967 — 1968
Education - Class I Diploma, Mathematics and Science
Webster University 1980 — 1981
Master's degree, Business
Brockhurst and Associates December 2010 - Present
SageView Advisory Group 2010 - 2015
United Way of Greater Los Angeles December 2010 - August 2014
Marsh & McLennan Agency October 2007 - November 2010
Clark Consulting April 1994 - March 2007
Arizona Public Service (APS) April 1988 - September 1991
McDonnell Douglas October 1979 - August 1988
Skills
Fundraising, Nonprofits, Non-profits, Cause Marketing, Philanthropy, Employee Benefits, Strategic Planning, Team Leadership, Leadership Development, Organizational..., Performance Management, Executive Management, Leadership, Public Speaking, Management
Education
Bishop's University 1963 — 1967
Bachelor of Science (BSc), Physics
McGill University - Macdonald Campus 1967 — 1968
Education - Class I Diploma, Mathematics and Science
Webster University 1980 — 1981
Master's degree, Business
Mark Dzierzak's SageView Advisory Group Experience September 2014 - Present
Job Retirement Plan Consultant & Director of Advisory Services at SageView Advisory Group
Industry Management Consulting
Experience
SageView Advisory Group September 2014 - Present
Mesirow Financial March 2010 - September 2014
Deloitte Consulting November 1999 - October 2009
Deloitte Consulting LLP November 1999 - October 2009
Aon Consulting March 1997 - October 1999
Hewitt Associates July 1992 - February 1997
Education
DePaul University
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management
SageView Advisory Group September 2014 - Present
Mesirow Financial March 2010 - September 2014
Deloitte Consulting November 1999 - October 2009
Deloitte Consulting LLP November 1999 - October 2009
Aon Consulting March 1997 - October 1999
Hewitt Associates July 1992 - February 1997
Education
DePaul University
BS, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Management
Sharon Yang's SageView Advisory Group Experience June 2011 - June 2012
Job Assurance Associate at EY
Industry Accounting
Experience
EY September 2013 - Present
Capital Group June 2012 - August 2012
SageView Advisory Group June 2011 - June 2012
Beijing He Shun Tian Cheng Scientific Traffic Co Ltd December 2011 - January 2012
Skills
Mandarin, PowerPoint, Microsoft Office, Microsoft Excel, Accounting, Microsoft Word, QuickBooks, Public Speaking, Outlook, Data Analysis, Research, Access, Project Management, Fundraising, Management, Marketing, Data Entry, Finance, Time Management, Analysis, Leadership, Financial Analysis, Event Planning, Teamwork, Social Media, Nonprofits, Teaching
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
B.A., Business Administration
EY September 2013 - Present
Capital Group June 2012 - August 2012
SageView Advisory Group June 2011 - June 2012
Beijing He Shun Tian Cheng Scientific Traffic Co Ltd December 2011 - January 2012
Skills
Mandarin, PowerPoint, Microsoft Office, Microsoft Excel, Accounting, Microsoft Word, QuickBooks, Public Speaking, Outlook, Data Analysis, Research, Access, Project Management, Fundraising, Management, Marketing, Data Entry, Finance, Time Management, Analysis, Leadership, Financial Analysis, Event Planning, Teamwork, Social Media, Nonprofits, Teaching
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
B.A., Business Administration
David Maine's SageView Advisory Group Experience February 2011 - June 2015
Job Experienced qualified plan Relationship Manager searching for new opportunity
Industry Financial Services
Experience
SageView Advisory Group February 2011 - June 2015
Morgan Stanley Smith Barney May 2010 - February 2011
DWS Investments December 2003 - June 2010
Union Beverage Company October 1996 - October 2002
Education
Indiana University Bloomington 1990 — 1994
BA, Telecommunications
SageView Advisory Group February 2011 - June 2015
Morgan Stanley Smith Barney May 2010 - February 2011
DWS Investments December 2003 - June 2010
Union Beverage Company October 1996 - October 2002
Education
Indiana University Bloomington 1990 — 1994
BA, Telecommunications
Jeffrey Gratton Jeffrey Gratton's SageView Advisory Group Experience December 2007 - Present
Job Fiduciary and Investment Advisor Assisting Organizations & Participants in Maximizing their Retirement Benefit
Industry Financial Services
Experience
SageView Advisory Group December 2007 - Present
UMB Bank 2000 - 2006
Skills
401k, ERISA, Retirement Planning, Retirement, Defined Benefit
Education
Rockhurst University 2005 — 2007
MBA, Finance
University of Missouri-Columbia 1994 — 1998
BS, Business
SageView Advisory Group December 2007 - Present
UMB Bank 2000 - 2006
Skills
401k, ERISA, Retirement Planning, Retirement, Defined Benefit
Education
Rockhurst University 2005 — 2007
MBA, Finance
University of Missouri-Columbia 1994 — 1998
BS, Business
Jon Upham Jon Upham's SageView Advisory Group Experience February 1999 - Present
Job Financial Consultant Focused on the Institutional Retirement Industry
Industry Financial Services
Experience
SageView Advisory Group February 1999 - Present
Precision Securities July 1997 - January 1999
Corona del Mar High School August 1995 - June 1997
Skills
63 Licenses, Retirement, Static Data, FED, Financial Advisory, Investment Advisory, Asset Allocation, Series 63, FINRA, 401k, Financial Services, Defined Benefit, Defined Contribution, Securities, Mutual Funds, Pensions, Retirement Planning, Series 7, Investments
Education
Concordia University-Irvine 1995 — 1997
MA, Education
University of Redlands 1991 — 1995
BA, History
SageView Advisory Group February 1999 - Present
Precision Securities July 1997 - January 1999
Corona del Mar High School August 1995 - June 1997
Skills
63 Licenses, Retirement, Static Data, FED, Financial Advisory, Investment Advisory, Asset Allocation, Series 63, FINRA, 401k, Financial Services, Defined Benefit, Defined Contribution, Securities, Mutual Funds, Pensions, Retirement Planning, Series 7, Investments
Education
Concordia University-Irvine 1995 — 1997
MA, Education
University of Redlands 1991 — 1995
BA, History
Chris Reagan's SageView Advisory Group Experience September 2014 - Present
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group September 2014 - Present
Mesirow Financial February 1990 - September 2014
Paul Stepan & Associates January 1988 - January 1990
Education
University of Notre Dame 1977 — 1980
BA, American Studies
Lorain Catholic HS 1972 — 1976
SageView Advisory Group September 2014 - Present
Mesirow Financial February 1990 - September 2014
Paul Stepan & Associates January 1988 - January 1990
Education
University of Notre Dame 1977 — 1980
BA, American Studies
Lorain Catholic HS 1972 — 1976
John (Jack) Evans, AIF® John (Jack) Evans, AIF®'s SageView Advisory Group Experience January 2007 - Present
Job Managing Director & Chief Investment Counsel, SageView Advisory Group
Industry Investment Management
Experience
SageView Advisory Group January 2007 - Present
Skills
Investment Policy..., Investment Manager..., 3(38) Fiduciary..., Pension Asset..., Investment Research, 401(K) Investment..., Fiduciary Due Diligence, 403(b) and Not for..., Private Wealth,..., Accredited Investment..., Registered Investment..., Fiduciary
Education
University of Maryland College Park 1985 — 1989
BA, International Relations
SageView Advisory Group January 2007 - Present
Skills
Investment Policy..., Investment Manager..., 3(38) Fiduciary..., Pension Asset..., Investment Research, 401(K) Investment..., Fiduciary Due Diligence, 403(b) and Not for..., Private Wealth,..., Accredited Investment..., Registered Investment..., Fiduciary
Education
University of Maryland College Park 1985 — 1989
BA, International Relations
Todd Kobayashi, CFA Todd Kobayashi, CFA's SageView Advisory Group Experience July 2011 - June 2012
Job
Industry Real Estate
Experience
Foutch Brothers, LLC April 2013 - Present
SageView Advisory Group July 2011 - June 2012
Great Plains Energy October 2002 - February 2011
Great Plains Energy January 2007 - November 2008
Great Plains Energy 2005 - 2007
Skills
Pension asset allocation, Corporate Finance, Mergers, Budgeting, Forecasting, Financial Analysis, Solar, Strategic Planning, Competitive Analysis, Investor Relations, Enterprise Risk..., Energy, Natural Gas, Trading, Asset Allocation, Valuation, Asset Management, Renewable Energy, Wind, Risk Management, Investments, Pensions, Acquisition Integration, Business Planning, Negotiation, Portfolio Management, Commodities, Investment Strategies, Business Strategy, Financial Modeling, Due Diligence, Strategy Development, Analysis, Management Consulting, Contract Negotiation, Business Analysis, Economics, Natural Gas Vehicles, factoring, fuel cards, trucking brokerage, CNG fueling stations, Commodity, alternative fuels, CNG, LPG autogas, Strategy, Mergers & Acquisitions, Project Finance, Budgets
Education
Harvard Business School 2008 — 2008
AMP (Advanced Management Program), Management
Miami University 1985 — 1989
Finance, History
Foutch Brothers, LLC April 2013 - Present
SageView Advisory Group July 2011 - June 2012
Great Plains Energy October 2002 - February 2011
Great Plains Energy January 2007 - November 2008
Great Plains Energy 2005 - 2007
Skills
Pension asset allocation, Corporate Finance, Mergers, Budgeting, Forecasting, Financial Analysis, Solar, Strategic Planning, Competitive Analysis, Investor Relations, Enterprise Risk..., Energy, Natural Gas, Trading, Asset Allocation, Valuation, Asset Management, Renewable Energy, Wind, Risk Management, Investments, Pensions, Acquisition Integration, Business Planning, Negotiation, Portfolio Management, Commodities, Investment Strategies, Business Strategy, Financial Modeling, Due Diligence, Strategy Development, Analysis, Management Consulting, Contract Negotiation, Business Analysis, Economics, Natural Gas Vehicles, factoring, fuel cards, trucking brokerage, CNG fueling stations, Commodity, alternative fuels, CNG, LPG autogas, Strategy, Mergers & Acquisitions, Project Finance, Budgets
Education
Harvard Business School 2008 — 2008
AMP (Advanced Management Program), Management
Miami University 1985 — 1989
Finance, History
Brian Cressey Brian Cressey's SageView Advisory Group Experience May 2008 - January 2009
Job Retirement Plan Fiduciary Adviser and Consultant
Industry Financial Services
Experience
Well and Good LLC July 2012 - Present
SageView Advisory Group May 2008 - January 2009
TIAA-CREF Head of Mid-Market Institutions in the West September 2003 - March 2007
TIAA-CREF Head of Los Angeles Office January 2000 - January 2003
TIAA-CREF, Washington, DC Regional Office January 1990 - October 2000
Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Retirement, Fixed Annuities, Insurance, Investment Advisory, Series 7, Equities, Series 63, 401k, Securities, Financial Services, Asset Allocation, Leadership
Education
Bowdoin College
Bachelor of Arts, Economics
Friends Academy
ISCEBS and Wharton School, University of Pennsylvania
CEBS
Well and Good LLC July 2012 - Present
SageView Advisory Group May 2008 - January 2009
TIAA-CREF Head of Mid-Market Institutions in the West September 2003 - March 2007
TIAA-CREF Head of Los Angeles Office January 2000 - January 2003
TIAA-CREF, Washington, DC Regional Office January 1990 - October 2000
Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Retirement, Fixed Annuities, Insurance, Investment Advisory, Series 7, Equities, Series 63, 401k, Securities, Financial Services, Asset Allocation, Leadership
Education
Bowdoin College
Bachelor of Arts, Economics
Friends Academy
ISCEBS and Wharton School, University of Pennsylvania
CEBS
Christian Hamlett Christian Hamlett's SageView Advisory Group Experience May 2014 - August 2014
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America 2015 - Present
Richmond Braves National May 2013 - Present
SageView Advisory Group May 2014 - August 2014
Riverside Logistics Services December 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Event Planning, Social Media, Research, Teamwork, Coaching, Customer Service, Time Management, Nonprofits, Marketing, Social Media Marketing, Data Analysis, Sales, PowerPoint, Public Speaking, Social Networking, Fundraising, Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Fixed Annuities, 401k Rollovers, Long-term Care, Health Insurance
Education
Hampden-Sydney College 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
Modern Woodmen of America 2015 - Present
Richmond Braves National May 2013 - Present
SageView Advisory Group May 2014 - August 2014
Riverside Logistics Services December 2013 - January 2014
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Event Planning, Social Media, Research, Teamwork, Coaching, Customer Service, Time Management, Nonprofits, Marketing, Social Media Marketing, Data Analysis, Sales, PowerPoint, Public Speaking, Social Networking, Fundraising, Management, Life Insurance, Permanent Life Insurance, Term Life Insurance, Roth IRA, Traditional IRA, Simple IRA, SEP IRA, Fixed Annuities, 401k Rollovers, Long-term Care, Health Insurance
Education
Hampden-Sydney College 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Economics
Edward Wagner, AIF's SageView Advisory Group Experience January 2006 - Present
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group January 2006 - Present
Morgan Stanley Smith Barney April 2000 - December 2005
Skills
Investments, Employee Benefits, Pensions, Asset Management, Asset Allocation, Securities, Retirement, Investment Advisory, Wealth, Fixed Annuities, 401k, Retirement Planning, FINRA
Education
Oregon State University 1992 — 1996
SageView Advisory Group January 2006 - Present
Morgan Stanley Smith Barney April 2000 - December 2005
Skills
Investments, Employee Benefits, Pensions, Asset Management, Asset Allocation, Securities, Retirement, Investment Advisory, Wealth, Fixed Annuities, 401k, Retirement Planning, FINRA
Education
Oregon State University 1992 — 1996
Marek Pfeil's SageView Advisory Group Experience June 2010 - Present
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group June 2010 - Present
SageView Advisory Group June 2008 - June 2010
Weyerhaeuser Realty Investors July 2007 - June 2008
John Burns Real Estate Consulting September 2004 - July 2007
Sallie Mae, Inc. July 1999 - July 2002
Skills
401k, Mutual Funds, Investments, Asset Allocation, Financial Modeling, Portfolio Management, Analysis, Finance, Valuation, Market Research, Investment Advisory, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1994 — 1998
BS
SageView Advisory Group June 2010 - Present
SageView Advisory Group June 2008 - June 2010
Weyerhaeuser Realty Investors July 2007 - June 2008
John Burns Real Estate Consulting September 2004 - July 2007
Sallie Mae, Inc. July 1999 - July 2002
Skills
401k, Mutual Funds, Investments, Asset Allocation, Financial Modeling, Portfolio Management, Analysis, Finance, Valuation, Market Research, Investment Advisory, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1994 — 1998
BS
David Stofer's SageView Advisory Group Experience June 2011 - October 2014
Job Founder / President Mariner Retirement Advisors
Industry Financial Services
Experience
Mariner Retirement Advisors October 2014 - Present
SageView Advisory Group June 2011 - October 2014
Mariner Retirement Advisors 2014 - 2014
SageView Advisory Group August 2007 - June 2011
Gallagher Benefit Services June 1995 - August 2007
Skills
Financial Advisory, Series 63
Education
Kansas State University 1981 — 1984
Bachelor of Science, Finance
Mariner Retirement Advisors October 2014 - Present
SageView Advisory Group June 2011 - October 2014
Mariner Retirement Advisors 2014 - 2014
SageView Advisory Group August 2007 - June 2011
Gallagher Benefit Services June 1995 - August 2007
Skills
Financial Advisory, Series 63
Education
Kansas State University 1981 — 1984
Bachelor of Science, Finance
Anastasia Wells's SageView Advisory Group Experience January 2010 - December 2010
Job at
Industry Financial Services
Experience
State Street February 2015 - Present
State Street October 2012 - Present
State Street December 2010 - October 2012
Purrfect Pets June 2008 - December 2011
SageView Advisory Group January 2010 - December 2010
Scherer Crossing Townhome Owners Association September 2008 - June 2009
Fred Pryor Seminars & CareerTrack February 2007 - August 2007
Price Brothers March 2006 - January 2007
Applebee's October 2005 - February 2006
Scenicworks, Inc February 2004 - August 2005
Skills
Access, Marketing, Microsoft Excel, Investments, Microsoft Office, Forecasting, Banking, Analysis, Budgets, Outlook, QuickBooks, Management, Finance
Education
University of Central Missouri 2007 — 2009
Bachelor of Science in Business Administration, Finance
University of Central Missouri 1999 — 2003
Bachelor of Fine Arts, Technical Theatre
University of Central Missouri
Bachelor of Science, Business Administration; Finance
State Street February 2015 - Present
State Street October 2012 - Present
State Street December 2010 - October 2012
Purrfect Pets June 2008 - December 2011
SageView Advisory Group January 2010 - December 2010
Scherer Crossing Townhome Owners Association September 2008 - June 2009
Fred Pryor Seminars & CareerTrack February 2007 - August 2007
Price Brothers March 2006 - January 2007
Applebee's October 2005 - February 2006
Scenicworks, Inc February 2004 - August 2005
Skills
Access, Marketing, Microsoft Excel, Investments, Microsoft Office, Forecasting, Banking, Analysis, Budgets, Outlook, QuickBooks, Management, Finance
Education
University of Central Missouri 2007 — 2009
Bachelor of Science in Business Administration, Finance
University of Central Missouri 1999 — 2003
Bachelor of Fine Arts, Technical Theatre
University of Central Missouri
Bachelor of Science, Business Administration; Finance
Doug Webster, AIFA®'s SageView Advisory Group Experience January 2005 - Present
Job Managing Director
Industry Financial Services
Experience
SageView Advisory Group January 2005 - Present
SageView Private Client Group May 2001 - Present
Skills
Securities, Finance, Retirement Planning, Investments, Management, Retirement, 401k, Mutual Funds, Series 7, Financial Advisory, Series 63, Asset Allocation, Strategic Planning, Estate Planning
Education
Haslam College of Business at the University of Tennessee 1999 — 2003
B.S. in Business Administration, Finance and Marketing
SageView Advisory Group January 2005 - Present
SageView Private Client Group May 2001 - Present
Skills
Securities, Finance, Retirement Planning, Investments, Management, Retirement, 401k, Mutual Funds, Series 7, Financial Advisory, Series 63, Asset Allocation, Strategic Planning, Estate Planning
Education
Haslam College of Business at the University of Tennessee 1999 — 2003
B.S. in Business Administration, Finance and Marketing
Christina Pao's SageView Advisory Group Experience July 2014 - Present
Job Advisory Services Associate at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group July 2014 - Present
SageView Advisory Group July 2011 - September 2014
SageView Advisory Group December 2009 - June 2011
Education
University of California, Irvine 2007 — 2011
SageView Advisory Group July 2014 - Present
SageView Advisory Group July 2011 - September 2014
SageView Advisory Group December 2009 - June 2011
Education
University of California, Irvine 2007 — 2011
Robert Trethewey's SageView Advisory Group Experience January 2007 - Present
Job Principal at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group January 2007 - Present
Willis 2000 - 2007
Education
Miami University 1992 — 1996
Bachelor of Science (B.S.) Finance, Finance, General
SageView Advisory Group January 2007 - Present
Willis 2000 - 2007
Education
Miami University 1992 — 1996
Bachelor of Science (B.S.) Finance, Finance, General
William Posch, AIF®'s SageView Advisory Group Experience July 2014 - Present
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group July 2014 - Present
BPM Advisors, Inc. August 2012 - June 2014
Wells Fargo Insurance Services Investment Advisors, Inc. June 2010 - August 2012
Nollenberger Capital Partners June 2008 - May 2010
Stancorp Equities 2005 - 2008
Wells Fargo Advisors 2003 - 2005
Skills
Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Client Services, Retirement Planning, Investment Advisory, 401k, Retirement Plan..., Fixed Income, Equities
Education
San Francisco State University
Bachelor's degree, European History
SageView Advisory Group July 2014 - Present
BPM Advisors, Inc. August 2012 - June 2014
Wells Fargo Insurance Services Investment Advisors, Inc. June 2010 - August 2012
Nollenberger Capital Partners June 2008 - May 2010
Stancorp Equities 2005 - 2008
Wells Fargo Advisors 2003 - 2005
Skills
Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management, Asset Allocation, Investments, Client Services, Retirement Planning, Investment Advisory, 401k, Retirement Plan..., Fixed Income, Equities
Education
San Francisco State University
Bachelor's degree, European History
Joshua Tai's SageView Advisory Group Experience August 2010 - May 2011
Job Financial Analyst at Verizon Digital Media Services
Industry Telecommunications
Experience
Verizon Digital Media Services - Edgecast Networks June 2015 - Present
Verizon Wireless November 2013 - May 2015
Prime Wheel Corp December 2012 - May 2013
LG-Ericsson USA October 2011 - September 2012
Charter Yachts of Newport Beach July 2009 - July 2012
SageView Advisory Group August 2010 - May 2011
Delta Sigma Pi September 2008 - December 2010
UCI Special Events & Transportation Services April 2007 - September 2009
World Team Tennis June 2009 - August 2009
Global New Arts Corp July 2007 - September 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, Mandarin, Microsoft Word, Eviews, SPSS, Customer Service, Solidworks, Claims Management, Syteline ERP, Fortran, Warranty Claims, Claims processing, Project Management, Business Process..., SolidWorks, EViews, Management, PowerPoint, Time Management, Social Media
Education
University of California, Irvine
B.A., Business Economics
Verizon Digital Media Services - Edgecast Networks June 2015 - Present
Verizon Wireless November 2013 - May 2015
Prime Wheel Corp December 2012 - May 2013
LG-Ericsson USA October 2011 - September 2012
Charter Yachts of Newport Beach July 2009 - July 2012
SageView Advisory Group August 2010 - May 2011
Delta Sigma Pi September 2008 - December 2010
UCI Special Events & Transportation Services April 2007 - September 2009
World Team Tennis June 2009 - August 2009
Global New Arts Corp July 2007 - September 2008
Skills
Microsoft Excel, Marketing, Microsoft Office, Mandarin, Microsoft Word, Eviews, SPSS, Customer Service, Solidworks, Claims Management, Syteline ERP, Fortran, Warranty Claims, Claims processing, Project Management, Business Process..., SolidWorks, EViews, Management, PowerPoint, Time Management, Social Media
Education
University of California, Irvine
B.A., Business Economics
Brenda Tarjan, QPFC's SageView Advisory Group Experience June 2011 - Present
Job Retirement Plan Relationship Manager
Industry Financial Services
Experience
SageView Advisory Group June 2011 - Present
Investlinc March 2003 - June 2011
The Guardian Life Insurance Company of America August 1999 - February 2003
ADP April 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Investments, Series 63, Investment Advisory, Securities, Defined Benefit, Asset Allocation
Education
Loyola Marymount University 1988 — 1992
Business Administration/Spanish Minor, Business Management
SageView Advisory Group June 2011 - Present
Investlinc March 2003 - June 2011
The Guardian Life Insurance Company of America August 1999 - February 2003
ADP April 1995 - June 1999
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Investments, Series 63, Investment Advisory, Securities, Defined Benefit, Asset Allocation
Education
Loyola Marymount University 1988 — 1992
Business Administration/Spanish Minor, Business Management
Ken Barnes's SageView Advisory Group Experience January 2014 - Present
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group January 2014 - Present
Scott and Stringfellow June 2012 - January 2014
Wells Fargo July 2010 - June 2012
Thrivent Financial for Lutherans December 2009 - July 2010
Education
University of Mary Washington 2005 — 2009
Bachelors, Economics
SageView Advisory Group January 2014 - Present
Scott and Stringfellow June 2012 - January 2014
Wells Fargo July 2010 - June 2012
Thrivent Financial for Lutherans December 2009 - July 2010
Education
University of Mary Washington 2005 — 2009
Bachelors, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY