Cathy Christ
Retirement Plan Consultant at SageView Advisory Group
- Role
- Retirement Plan Consultant at Sageview Advisory Group
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Cathy Christ
Experienced retirement plan consultant, known for strong relationship building skills, and client retention. Twenty one years of solid experience in the financial industry. Proven ability to build relationships with key contacts and successfully manage existing client relationships. Outstanding client service and sales support skills. Exceptional strengths include delivering effective presentations, technical retirement plan knowledge, employee education, meeting facilitation, problem resolution and operational support.SageView Advisory Group1920 Main Street, Suite 800, Irvine, CA 92614Registered Representative with and securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Advisory Services offered through SageView Advisory Group, LLC. Cetera is under separate ownership from any other named entity
Experience
Retirement Plan Consultant
May 2015 — Present · Newport Beach, CA, US
Retirement Plan Consultant and Relationship Manager to 34 clients with a total of $1 billion in plan assets in 401(K), 403(B) and 457 plans. Working with plans ranging in size from $2.5 million to $348 million.
Education
California State University-Long Beach - College of Business
BS, Business
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