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Robert Patton

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Robert Patton

Managing Director | SageView Advisory Group

Redwood City, California, United States

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Robert Patton

Summary

Robert Patton is a seasoned retirement plan consultant with over two decades of experience in the financial services industry. As the Managing Director at SageView Advisory Group, he leads a team dedicated to enhancing retirement benefits for organizations of various sizes. His career trajectory includes significant roles at prominent firms such as J.P. Morgan and Putnam Investments, focusing on fiduciary responsibilities and participant education. Bob's unique blend of expertise in asset management and employee benefits enables him to craft tailored solutions that meet the diverse needs of his clients. He has been recognized as one of Plan Adviser's Top Retirement Plan Advisers in both 2010 and 2011, underscoring his commitment to excellence in the field. With a background in political science, Bob brings a strategic perspective to his work, ensuring that organizations can attract and retain top talent through effective retirement planning. His passion for helping individuals achieve financial wellness is evident in his proactive approach to consulting and education.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Robert Patton

Work Experience

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Managing Director at

SageView Advisory Group

May 2009 - Present

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Vice President - Retirement Plan Consultant at

AG Edwards

July 2006 - May 2009

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Vice President - Retirement Plan Services at

J.P. Morgan

January 2005 - January 2006

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Senior Vice President Regional 401k Director at

Putnam Investments

January 1999 - January 2005

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Retirement Plan Consultant at

Hotovec Pomeranz

June 1996 - May 1999

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Robert Patton

Education

California State University, Chico, Political Science

January 1988 - January 1993

Frequently Asked Questions about Robert Patton

What is Robert Patton email address?

Robert Patton's primary email address is *******@sageviewadvisory.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Robert Patton work for?

Robert Patton is a Managing Director at SageView Advisory Group, a company specializing in Functions related to depository banking.

Where Robert Patton graduated from?

Robert Patton holds a degree in Pre-Law Studies from California State University, Chico.

How can I directly contact Robert Patton?

To contact Robert Patton directly, you can use the email address *******@sageviewadvisory.com. Complete contact information is available upon registration with Muraena.

Who is Robert Patton?

Robert Patton is a seasoned retirement plan consultant with over two decades of experience in the financial services industry. As the Managing Director at SageView Advisory Group, he leads a team dedicated to enhancing retirement benefits for organizations of various sizes. His career trajectory includes significant roles at prominent firms such as J.P. Morgan and Putnam Investments, focusing on fiduciary responsibilities and participant education. Bob's unique blend of expertise in asset management and employee benefits enables him to craft tailored solutions that meet the diverse needs of his clients. He has been recognized as one of Plan Adviser's Top Retirement Plan Advisers in both 2010 and 2011, underscoring his commitment to excellence in the field. With a background in political science, Bob brings a strategic perspective to his work, ensuring that organizations can attract and retain top talent through effective retirement planning. His passion for helping individuals achieve financial wellness is evident in his proactive approach to consulting and education.

Robert`s contact details

mail

*******@sageviewadvisory.com

Colleagues

Tara Egan Sphr

Chief Human Resources Officer

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Amani Green

Vice President Onboarding & Integration

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Aif Stephen Popper Cpfa Nqpa

Member Of The Board Of Advisors

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Garrett Stinson Cpfa

Managing Director

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Brian Profancik

Senior Vice President Finance

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Randy Long

Founder & Chairman

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Kyla Keck

Chief Executive Officer

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Lesley Wedlock

Vice President, People Operations

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