AeroLeads people directory · profile

Robert Patton Email & Phone Number

EVP and Managing Director at SageView Advisory Group
Location: Redwood City, California, United States 6 work roles 1 school
1 work email found @sageviewadvisory.com 13 phones found area 925, 650, 415, 510, and 209 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 13 phones

Work email r****@sageviewadvisory.com
Direct phone (925) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SageView Advisory Group
Role
EVP and Managing Director
Location
Redwood City, California, United States

Who is Robert Patton? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Robert Patton is listed as EVP and Managing Director at SageView Advisory Group, based in Redwood City, California, United States. AeroLeads shows a work email signal at sageviewadvisory.com, phone signal with area code 925, 650, 415, 510, 209, and a matched LinkedIn profile for Robert Patton.

Robert Patton previously worked as Managing Director at Sageview Advisory Group and Vice President - Retirement Plan Consultant at A.G. Edwards. Robert Patton holds Political Science, Pre-Law Studies from California State University, Chico.

Company email context

Email format at SageView Advisory Group

This section adds company-level context without repeating Robert Patton's masked contact details.

{first_initial}{last}@sageviewadvisory.com
89% confidence

AeroLeads found 1 current-domain work email signal for Robert Patton. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Robert Patton

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

Listed skills include Retirement, 401K, Mutual Funds, Pensions, and 9 others.

Current workplace

Robert Patton's current company

Company context helps verify the profile and gives searchers a useful next step.

SageView Advisory Group
Sageview Advisory Group
EVP and Managing Director
Website
sageviewadvisory.com
AeroLeads page
Company profile
View company profile Email format
6 roles · 27 years

Robert Patton work experience

A career timeline built from the work history available for this profile.

Vice President - Retirement Plan Consultant

A.G. Edwards

US

Retirement 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.

Jul 2006 - May 2009

Vice President - Retirement Plan Services

Jpmorgan

New York, NY, US

Institutional Retirement Plan Consultant

2005 - 2006 ~1 yr

Senior Vice President Regional 401K Director

Putnam Investments

Boston, Massachusetts, US

I 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.

1999 - 2005 ~6 yrs

Retirement Plan Consultant

Hotovec, Pomeranz And Company

Retirement Plan Consultant

Jun 1996 - May 1999
Team & coworkers

Colleagues at SageView Advisory Group

Other employees you can reach at sageviewadvisory.com. View company contacts →

BL Brandon Loza Brandon Loza Colleague at Sageview Advisory GroupSan Jose, California, United States, United States View → CM Chris Martin, Cfp®, Crpc®, Aif® Chris Martin, Cfp®, Crpc®, Aif® Colleague at Sageview Advisory GroupKnoxville, Tennessee, United States, United States View → MI Monica Ivins, Cfp® Monica Ivins, Cfp® Colleague at Sageview Advisory GroupKnoxville, Tennessee, United States, United States View → CK Christina Kidd Christina Kidd Colleague at Sageview Advisory GroupBoston, Massachusetts, United States, United States View → JM Javier M. Obando Javier M. Obando Colleague at Sageview Advisory GroupLos Angeles Metropolitan Area, United States View → SE Steven Edwards Steven Edwards Colleague at Sageview Advisory GroupHonolulu County, Hawaii, United States, United States View → MH Matt Hammonds Matt Hammonds Colleague at Sageview Advisory GroupNewport Beach, California, United States, United States View → MG Matt Gulseth Matt Gulseth Colleague at Sageview Advisory GroupGreater Minneapolis-St. Paul Area, United States View → BJ Benaiah J. Burnich, Rfc, Qpfc Benaiah J. Burnich, Rfc, Qpfc Colleague at Sageview Advisory GroupKansas City Metropolitan Area, United States View → JJ Jennifer Jorgenson, Aif, Cfs, Cpfa Jennifer Jorgenson, Aif, Cfs, Cpfa Colleague at Sageview Advisory GroupMinneapolis, Minnesota, United States, United States View →
1 education record

Robert Patton education

  • California State University, Chico
    California State University, Chico
    Pre-Law Studies
FAQ

Frequently asked questions about Robert Patton

Quick answers generated from the profile data available on this page.

What company does Robert Patton work for?

Robert Patton works for SageView Advisory Group.

What is Robert Patton's role at SageView Advisory Group?

Robert Patton is listed as EVP and Managing Director at SageView Advisory Group.

What is Robert Patton's email address?

AeroLeads has found 1 work email signal at @sageviewadvisory.com for Robert Patton at SageView Advisory Group.

What is Robert Patton's phone number?

AeroLeads has found 13 phone signal(s) with area code 925, 650, 415, 510, 209 for Robert Patton at SageView Advisory Group.

Where is Robert Patton based?

Robert Patton is based in Redwood City, California, United States while working with SageView Advisory Group.

What companies has Robert Patton worked for?

Robert Patton has worked for Sageview Advisory Group, A.G. Edwards, Jpmorgan, Putnam Investments, and Hotovec, Pomeranz And Company.

Who are Robert Patton's colleagues at SageView Advisory Group?

Robert Patton's colleagues at SageView Advisory Group include Brandon Loza, Chris Martin, Cfp®, Crpc®, Aif®, Monica Ivins, Cfp®, Christina Kidd, and Javier M. Obando.

How can I contact Robert Patton?

You can use AeroLeads to view verified contact signals for Robert Patton at SageView Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Robert Patton attend?

Robert Patton holds Political Science, Pre-Law Studies from California State University, Chico.

What skills is Robert Patton known for?

Robert Patton is listed with skills including Retirement, 401K, Mutual Funds, Pensions, Investments, Asset Allocation, Erisa, and Employee Benefits.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.