Robert Patton Email & Phone Number
Partner, Managing Director @ SageView Advisory Group
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Robert Patton Location
- Redwood City, CA, US
Robert Patton Work
- 2026 -now Partner, Managing Director @
- 2009 -2026 EVP and Managing Director @
- 2006 -2009 Vice President - Retirement Plan Consultant @
- 2005 -now Vice President - Retirement Plan Services @
- 1999 -now Senior Vice President Regional 401k Director @
- 1996 -1999 Retirement Plan Consultant @ Hotovec, Pomeranz and Company
Robert Patton Education
- California State University-Chico
Political Science (Pre-Law Studies)
1988-1993
Robert Patton Skills
- Retirement
- 401k
- Mutual Funds
- Pensions
- Investments
- Asset Allocation
- ERISA
- Employee Benefits
- Defined Benefit
- Plan Design
- Asset Management
- Securities
- Investment Advisory
- New Business Development
- Customer Service
- Microsoft Office
- Strategy
- Strategic Planning
Robert Patton Summary
- Robert Patton, based in Redwood City, CA, US, is currently a Partner, Managing Director at SageView Advisory Group - A Creative Planning Company. Robert Patton brings experience from previous roles at SageView Advisory Group - A Creative Planning Company, A.G. Edwards, JPMorgan and Putnam Investments. Robert Patton holds a 1988 - 1993 Political Science in Pre-Law Studies @ California State University-Chico. With a robust skill set that includes Retirement, 401k, Mutual Funds, Pensions, Investments and more. Robert Patton has 2 emails and 3 mobile phone numbers on RocketReach.
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