Jorge Bernal

Chief Operating Officer at SageView Advisory Group

Jorge Bernal serves as the Chief Operating Officer at SageView Advisory Group, bringing extensive experience from previous roles such as Managing Director at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Prior to that, Jorge held leadership positions at Fidelity Investments, JPMorgan Chase, Citi, Deluxe, and American Express. Bernal holds a Bachelor of Science in Business Administration with a focus on International Business from High Point University.

Links

Previous companies

American Express logo
Goldman Sachs Personal Financial Management logo
Fidelity logo
Citigroup logo

Timeline

  • Chief Operating Officer

    June, 2022 - present