Desiree Clary
DC, MD, VA, PA, DE 401(k) Advisors Email [email protected] for more info or to receive our newsletter
- Role
- Senior Associate, Retirement Plan Consulting at Sageview Advisory Group
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
About Desiree Clary
Excellent organizational skills with the ability to manage multiple tasks within time…
Experience
Senior Associate, Retirement Plan Consulting
May 2007 — Present
SageView Advisory Group is a registered investment advisory firm serving retirement plan sponsors throughout the United States. We advise on over 12•••01(k), 403(b), 457, defined benefit and deferred compensation plans and currently consult on more than $70 billion in retirement plan assets. We are headquartered in Irvine, CA, with 22 offices nationwide. SageView serves retirement plan sponsors as an objective, independent, third party focusing on fiduciary oversight in all aspects of the retirement benefit delivery process from administration and plan design, to investments and asset liability studies.We are- Ranked Top 5 firms in the country by PLANSPONSOR and PLANADVISER- One of the few firms in the country certified by CEFEX (Center for Fiduciary Excellence)- SageView received DALBAR ERISA 3(38) Certification - Listed as number one Wealth Management Firm in the Forbes “50 Top Wealth Managers” list released in April 2013Responsible for:Day to day office operations while providing fundamental support to sales and investment staff. Gathering and analyzing quarterly data for investment reports. Creating and assembling meeting presentations. Managing and coordinating calendars and travel.
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