Julie K.
Vice President, Retirement Plan Consulting @Sageview Advisory Group
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WORK HISTORY
Vice President, Retirement Plan Consulting @Sageview Advisory Group
Newport Beach, CA, US
EDUCATION
University of California, Riverside
Bachelor of Science - BS, Economics
ABOUT JULIE K.
I am a Retirement Plan Consultant with significant experience providing investment and fiduciary advisory services to institutional clients. I work extensively with Retirement Plan Investment Committees and consult on areas of fiduciary responsibility, investment oversight, plan design, compliance, RFP, and plan mergers. I am experienced in assisting fiduciaries in technical areas such as DOL violations/corrections, restructuring plan and investment fees, and resolving administrative issues related to plan operation. MacArthur Blvd, Suite 1050Newport Beach, CA 92660Registered Representative with securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through SageView Advisory Group, LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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