Jeffrey Petrone

Jeffrey Petrone

Retirement Plan Advisor partnering with organizations to drive retirement security and manage fiduci...
West Palm Beach, Florida, United States

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Work Experience

SageView Advisory Group

Managing Director

2007-09-01 - Present

Mercer Health & Benefits

Senior Associate

2001-11-01 - 2007-06-01

Citigroup

Personal Financial Representative

2000-05-01 - 2001-11-01

Skills

retirement plan & investment consulting fiduciary risk management plan design consulting actuarial consulting financial wellness wealth management financial planning

Languages

English