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Robert Patton
Robert Patton
Managing Director | SageView Advisory Group
Redwood City, California, United States
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.
Robert Patton
Work Experience
Managing Director at
SageView Advisory Group
May 2009 - Present
Vice President - Retirement Plan Consultant at
AG Edwards
July 2006 - May 2009
Vice President - Retirement Plan Services at
J.P. Morgan
January 2005 - January 2006
Senior Vice President Regional 401k Director at
Putnam Investments
January 1999 - January 2005
Retirement Plan Consultant at
Hotovec Pomeranz
June 1996 - May 1999
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
*******@sageviewadvisory.com
Colleagues
Chief Human Resources Officer
Vice President Onboarding & Integration
Member Of The Board Of Advisors
Managing Director
Senior Vice President Finance
Founder & Chairman
Chief Executive Officer
Vice President, People Operations