SageView Employee Directory

SageView corporate office is located in 4000 MacArthur Blvd Ste 1050, Newport Beach, California, 92660, United States and has 201-500 employees.

Highly Engaged Employees

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Departments

Number of employees

Finance

Human Resources

C-Suite

Operations

Marketing

Engineering & Technical

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SageView CEO

Edward WagnerManaging Director

Phone

See Profile

Key Employees of SageView

Mark Hendricks...
Chief Administrative Officer
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SageView Global Presence

Location	People at location
North America	51-200

Index of contact profiles from SageView

Hundreds of professionals searching for SageView have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KG
Kelsey Gershbein
Email Direct
Administrative Assistant
United States , California , Newport Beach

MS
Michelle Slovik
Email Direct
Director, Client Relations
United States , California , Newport Beach

ED
Emily Drury
Email Direct
Plan Consulting Director, Retirement
United States , California , Newport Beach

MF
Maxwell Forest
Email Direct
Associate
United States , California , Newport Beach

Mark Kordonsky
Email Direct
Principal and Chief Risk Officer
United States , California , Newport Beach

RN
Robert Noll
Email Direct
Cfa Senior Investment Analyst
United States , California , Newport Beach

CH
Clinton Heine
Email Direct
Retirement Plan Consultant
United States , California , Newport Beach

DC
Desiree Clary
Email Direct
Retirement Plan Consulting Senior Associate
United States , California , Newport Beach

DJ
Dan Jacobsen
Email Direct
Director, Retirement Operations
United States , California , Newport Beach

Mark Hendrickson
Email Direct
Chief Administrative Officer
United States , California , Newport Beach

KD
Kevin Doucet
Email Direct
Senior Consultant
United States , California , Newport Beach

PA
Patrick Abelon
Email Direct
Personalsage Financial Coach
United States , California , Newport Beach

RB
Ryan Biggs
Email Direct
Managing Director
United States , California , Newport Beach

JK
Jason Koehler
Email Direct
HR Business Partner & Director
United States , California , Newport Beach

CK
Chris Krall
Email Direct
Client Services Administrator
United States , California , Newport Beach

KB
Kari Barrett
Email Direct
Executive Assistant
United States , California , Newport Beach

LW
Lesley Wedlock
Email Direct
Senior VP, Human Resources
United States , California , Newport Beach

AC
Anne Cheu
Email Direct
Retirement Plan Consultant
United States , California , Newport Beach

SH
Susan Hajek
Email Direct
Retirement Plan Consultant
United States , California , Newport Beach

II
Irving Isaacson
Email Direct
Vice President, Retirement Plan Consulting
United States , California , Newport Beach

WD
William Dowd
Email Direct
Managing Principal
United States , California , Newport Beach

BT
Brenda Tarjan
Email Direct
Retirement Plan Relationship Manager
United States , California , Newport Beach

LB
Lucas Barton
Email Direct
Partner and Managing Director
United States , California , Newport Beach

KP
Ketsia Pedraza
Email Direct
Performance Reporting Analyst
United States , California , Newport Beach

ME
Maressa Etzig
Email Direct
Retirement Plan Consultant
United States , California , Newport Beach

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Former Employees at SageView

Explore people who held key positions, contributed to SageView's success, and advanced their careers.

Luka Arnerich

Managing Director at Creative Planning

Worked as Retirement Plan Consultant

at SageView (2021-2025)

Direct

Michael Mcatamney

Vice President, Head o... at MissionSquare Retireme...

Worked as Consultant At SageView Advisory

at SageView

Direct

Susan Hajek

Senior Consultant at Creative Planning

Worked as Retirement Plan Consultant

at SageView

Direct

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Associate at BlackRock

Worked as Intern

at SageView (2019-2019)

Direct

Mask Content

Senior Consultant at Creative Planning

Worked as Retirement Plan Relationship Manager

at SageView

Direct

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Consultant at Creative Planning

Worked as Director, Client Services

at SageView (2009-2021)

Direct

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Frequently Asked Questions Regarding SageView Employees

How many employees does SageView have?

SageView has 201-500 employees

Who is the CEO of SageView?

SageView’s CEO is Edward Wagner

Who are SageView key employees?

Some of SageView key employees are Mark Hendrickson

Where is SageView located?

SageView’s headquarters are located at 4000 MacArthur Blvd Ste 1050, Newport Beach, California, 92660, United States

How do I contact SageView?

SageView Contact Info: Phone number: (800) 814-8742 Website: www.sageviewadvisory.com

What does SageView do?

SageView Advisory Group, LLC is an independent registered investment advisor that provides retirement plan consulting and wealth management services to institutions and individuals across the United States. The firm advises defined contribution, defined benefit, and deferred compensation plans, while also supporting household wealth management thro... Read More

Is SageView a public company?

SageView is private company therefore does not currently have an official ticker symbol

See more information about SageView Employees