Desiree Clary Email & Phone Number

SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on over 1200 401(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $70 billion in retirement plan assets. We are headquartered in Irvine, CA, with 22 offices nationwide. SageView serves retirement plan sponsors as an objective, independent, third party focusing on fiduciary oversight in all aspects of the retirement benefit delivery process from administration and plan design, to investments and asset liability studies.We are: - Ranked Top 5 firms in the country by PLANSPONSOR and PLANADVISER- One of the few firms in the country certified by CEFEX (Center for Fiduciary Excellence) - SageView received DALBAR ERISA 3(38) Certification - Listed as number one Wealth Management Firm in the Forbes “50 Top Wealth Managers” list released in April 2013Responsible for:Day to day office operations while providing fundamental support to sales and investment staff. Gathering and analyzing quarterly data for investment reports. Creating and assembling meeting presentations. Managing and coordinating calendars and travel.

Columbia, Maryland

Accountants International, a Randstad company, is a leading provider of accounting and finance staffing and recruitment. With over 25 years of industry experience and a nationwide network of offices, Accountants International partners with a wide range of clients with diverse needs, providing flexible options for clients' staffing and candidates' career needs by integrating project, project to direct hire, and direct hire services. Responsible for:Comprehensive support of 2 principal owners, branch manager and office staff. Specialized training of new staff. Maintaining personnel files and managing human resources functions. Streamlining day to day business operations. Coordinating office events and travel arrangements.

Business, Early Childhood Education

Education record