Robert Patton has been a Managing Director in SageView Advisory Group since 2009. Furthermore, this person has an employment history at more than four companies in the relevant field. Robert has a total work experience of ten+ years. Robert Patton studied at the California State University-Chico from 1988 to 1993. Nowadays this professional lives in San Francisco, California region. You can find this person's actual email address and number with SoftwareOfficial search.
Name variants:
Bob Patton,
Bobbie Patton,
Bobby Patton,
Dob Patton,
Rob Patton,
Robbie Patton,
Robby Patton,
Robin Patton,
Bert Patton,
Bertie Patton
Last updated Jun 15, 2024
Contact Information
Workplace
Managing Director
Irvine, CA
Industry
Financial Services, Investment Consulting, Investment Advice
Colleagues
Work History
Vice President - Retirement Plan Consultant
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 fiduciar...
Jul 2006 — May 2009
Vice President - Retirement Plan Services
Institutional Retirement Plan Consultant
2005 — 2006
Senior Vice President Regional 401k Director
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 is...
1999 — 2005
Education
1988 — 1993
Occupations
Executive
Chief Executive Officer
Counselor
Accountant
Finance and Accounting Specialist
Vice President
Lawyer
Fiduciary
Corporate Executive
Chief Executive
Advisor
Accounting Bookkeeper
Bookkeeper
Trust Law Attorney
Lawyer
Skills
ERISA
401k
Employee Benefits
Retirement
Investments
Pensions
Defined Benefit
Plan Design
Mutual Funds
Asset Allocation
Asset Management
Securities
Investment Advisory
FAQs about Robert Patton
What's the main profession of Robert Patton?
Robert Patton is a Managing Director.
What jobs is Robert proficient at at?
Robert is a professional such jobs as Executive and Chief Executive Officer.
Where does Robert Patton currently live?
San Francisco, California is the place where Robert Patton lives
Where did Robert Patton work?
This expert worked at SageView Advisory Group, A.G. Edwards.
Does Robert Patton have personal website or blog?
Robert Patton`s website is http://www.sageviewadvisory.com.
Where has Robert Patton studied?
Robert studied at the California State University-Chico from 1988 to 1993.
Are there any special awards Robert Patton received?
This person received awards and these awards are: Plan Adviser's 2011 Top Retirement Plan Advisers - PlanAdviser and Plan Adviser's 2010 Top Retirement Plan Advisers - PlanAdviser.
What is the industry that Robert Patton worked in?
Robert works in Financial Services industry.