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SageView Advisory Group

82 people · 0 jobs
‌

SageView Advisory Group is a California-based investment advisory firm.

Industries

Consulting, Venture Capital

Headquarters

Newport Beach, United States

Employees

201-500

Links

Org chart

Randy Long
CEO
Collapse
Christina Walsh
Chief Financial Officer
Natasha Pfeiffer
Chief Legal Officer
Steve Gaven
Chief Growth Officer
Jon T. Upham
President / Head Of Institutional Retirement
Chris Donnelly
Chief Advisory Services Officer
Tara Egan
Fractional Chief Human Resources Officer
Jeffrey M. Petrone
Managing Director
Debbie Clark
Director Of Operations
Larry Deatherage
Managing Director
HB
Howard Biggs
Managing Director
Teresa Matthews-Fletcher
Vice President, Wealth Management Operations
Tony Franchimone
Managing Director
Chris Reagan
Managing Director
RB
Rodney Balbuena
Managing Director
Mark Kordonsky
Managing Principal & Chief Risk Officer

Teams

+14

Leadership Team

18 people · 0 jobs

+11

Management Team

15 people · 0 jobs

+6

Wealth Management Team

10 people · 0 jobs

BV
+2

Finance and Investment

6 people · 0 jobs

+4

Retirement Plan Services

8 people · 0 jobs

JM
+2

Operations

6 people · 0 jobs

Offices

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