Lisa Quinn

Retirement Plan Consultant at SageView Advisory Group

Role: Retirement Plan Consultant at Sageview Advisory Group
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Retirement Plan Consultant
Sageview Advisory Group
Jul 2021 — Present

Education

Boston College
BS, Finance
1990 — 1994
Ursuline Academy
Diploma
1990 — 1994

Contact information

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Work email
•••••@sageviewadvisory.com
Personal email
•••••@•••••.com
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Current company

Sageview Advisory Group

Financial Services · 186 employees · Founded 1989 · Newport Beach, California, United States

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $270 billion in assets, representing more than 2,500 institutions. Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

sageviewadvisory.com

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Experience

Retirement Plan Consultant

Education

Boston College

Ursuline Academy

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