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Jennifer Purisima

Director of Client Service at SageView Advisory Group

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4000 MacArthur Blvd., Suite 1050 Newport Beach, CA 92660 800-814-8742 Registered Representative (non-producing) of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separat...

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SAGEVIEW ADVISORY GROUP

SAGEVIEW ADVISORY GROUP

  • description Description
    SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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Employees

Charlotte Valentino

Wealth Manager Team Lead at Sageview Advisory Group

Monica Ivins

Private Wealth Operations

Cory McCarthy

Retirement Plan Consultant

Diana Woolley

Client Service & Marketing Associate

Ketsia Pedraza

Performance Reporting Analyst

Desiree Clary

Client Service Manager/Office Manager

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