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Deals & People June 11, 2010
SageView Adds to Irvine Office
SageView Advisory Group has hired Tracy Thomas as a Senior Client Relationship Manager in its Irvine, California office.
Reported by Alison Cooke Mintzer
Prior to joining SageView, Thomas managed the retirement plan services practice at Oswald Financial, Inc. In her 18 years in the retirement services industry, she has also served as a client services manager for Neuberger Berman and the Associate Portfolio Manager for McDonald Investments.
Randall Long, founder and CEO of SageView, commented, “Over the course of her career, Ms. Thomas has assisted in the management of more than $1.1 billion in client assets. The depth of her knowledge and experience will be a wonderful asset to our firm, and we are excited to have her on board.”
For more information about SageView, visit www.sageviewadvisory.com.