Robert Patton Email and Phone Number
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Robert Patton personal email
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Bob Patton’s passion has driven his work in retirement plans since the start of his career. From working in senior positions for two large and distinguished record keepers before moving to the consulting space to work with plan sponsors and participants, Bob’s goal never waivers: to create a retirement benefit that will help organizations retain and attract the best people while giving the employees a platform that will see them through the long-awaited enjoyments of retirement. Bob has worked with organizations of all sizes and corporate structures, from large Fortune 1000 companies to smaller not-for profit organizations. Today, he is Managing Director of SageView Advisory Group’s Woodside, CA practice, leading a team retirement plan and financial wellness specialists.Registered Representative offering securities through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory services offered through SageView Advisory Group, LLC. Cetera is under separate ownership from any other named entity.Specialties: Fund ReviewsERISA Plan PricingParticipant Education2995 Woodside Road, Suite 450Woodside, CA 94062(650) 260-8640
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Managing DirectorSageview Advisory Group May 2009 - PresentNewport Beach, California, UsRetirement plan consultant
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Vice President - Retirement Plan ConsultantA.G. Edwards Jul 2006 - May 2009UsRetirement Plan Consultant working with organizations of all sizes with the goal of helping plan sponsors create and deliver a great retirement benefit to their employees. Focus on fiduciary issues, plan costs, investments and education campaigns. -
Vice President - Retirement Plan ServicesJpmorgan 2005 - 2006New York, Ny, UsInstitutional Retirement Plan Consultant -
Senior Vice President Regional 401K DirectorPutnam Investments 1999 - 2005Boston, Massachusetts, UsI worked with companies of all sizes from $3m in plan assets to over $100m. We really focused on participant education campaigns and services while working hard on plan sponsor fiduciary issues. -
Retirement Plan ConsultantHotovec, Pomeranz And Company Jun 1996 - May 1999Retirement Plan Consultant
Robert Patton Skills
Robert Patton Education Details
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California State University, ChicoPre-Law Studies
Frequently Asked Questions about Robert Patton
What company does Robert Patton work for?
Robert Patton works for Sageview Advisory Group
What is Robert Patton's role at the current company?
Robert Patton's current role is Managing Director for SageView Advisory Group.
What is Robert Patton's email address?
Robert Patton's email address is rp****@****ory.com
What is Robert Patton's direct phone number?
Robert Patton's direct phone number is +192598*****
What schools did Robert Patton attend?
Robert Patton attended California State University, Chico.
What skills is Robert Patton known for?
Robert Patton has skills like Retirement, 401k, Mutual Funds, Pensions, Investments, Asset Allocation, Erisa, Employee Benefits, Defined Benefit, Plan Design, Asset Management, Securities.
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