Robert Patton Email & Phone Number

Partner, Managing Director @ SageView Advisory Group

5 free lookup(s).

Robert Patton Location

Redwood City, CA, US

Robert Patton Work

2026 - now Partner, Managing Director @ SageView Advisory Group
2009 - 2026 EVP and Managing Director @ SageView Advisory Group
2006 - 2009 Vice President - Retirement Plan Consultant @ A.G. Edwards
View Department

2005 - 2006 Vice President - Retirement Plan Services @ J.P. Morgan
View Department
1999 - 2005 Senior Vice President Regional 401k Director @ Putnam Investments
1996 - 1999 Retirement Plan Consultant @ Hotovec, Pomeranz and Company

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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

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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 1 mobile phone numbers on RocketReach.

Robert Patton Emails

Found 2 emails

Robert Patton Phone Numbers

Found 6 phone numbers

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Others Named Robert Patton

Robert Patton

VP, Implementation Services at Qualifacts

Nashville, TN, US
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- +1 615-519-XXXX
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Robert Patton

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Canada
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- nera.com
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Robert Patton

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San Antonio, TX, US
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- +1 719-213-XXXX
Robert Patton

President at AirTrim

Springfield, OH, US
3
- airtrim.com
- gmail.com
- yahoo.com
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- +1 937-324-XXXX
- +1 937-322-XXXX
- +1 216-860-XXXX
- +1 937-284-XXXX
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Robert Patton

Group Chief Financial Officer at Gravelly Group

Ireland
1
- gmail.com
1
- +353 87 699 XXXX
Robert Patton

Director Of Engineering at Cres Cor

Lakewood, OH, US
2
- gmail.com
- crescor.com
3
- +1 216-513-XXXX
- +1 703-600-XXXX
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Robert Patton

Wealth Management Senior Relationship Manager at Fidelity Investments

United States
5
- comcast.net
- fidelity.com
- me.com
- yahoo.com
- icloud.com
1
- +1 443-994-XXXX
Robert Patton

Chairman at Patton Electronics

United States
1
- patton.com
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- +1 765-499-XXXX
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